Bally's Corp SEC Filings

Bally's Corp executive Lee Kim Barker reported equity compensation activity involving company stock. On March 23, 2026, Barker received 7,366 shares of Bally's common stock upon the vesting of performance units tied to 2025 financial and strategic goals. To cover tax withholding obligations related to this vesting, the company retained 3,340 shares, treated as a disposition at a price of $12.11 per share. After these transactions, Barker directly owned 24,093 shares of Bally's common stock. These entries reflect compensation and tax withholding mechanics rather than open-market buying or selling.

Bally's Corp president George T. Papanier reported the vesting of performance-based stock units and related tax withholding. Based on 2025 performance goals, 30,357 performance units vested on March 23, 2026, resulting in the same number of common shares being issued.

The company retained 11,946 shares at $12.11 per share to cover tax withholding obligations, leaving Mr. Papanier with a net increase of 18,411 directly held shares. After these transactions, he directly holds 315,874 Bally's common shares and indirectly holds 9,000 shares through a trust.

Bally’s Corporation describes how it is evolving into a global, diversified gaming, hospitality and technology company spanning casinos, interactive gaming and lottery operations. The company owns and operates 20 casinos as of February 28, 2026, plus a racetrack and golf course, and controls a majority stake in Bally’s Intralot S.A., active in 39 jurisdictions worldwide.

In 2025 Bally’s completed the merger with Standard General’s Queen Casino properties, a multi-stage combination with Intralot that created B2B and B2C lottery and interactive segments, and a A$200 million convertible investment for an interest in The Star Entertainment Group. It continued building a permanent Chicago casino, advanced plans for a Las Vegas project tied to a future Major League Baseball stadium, and secured a New York downstate casino license for a planned $4 billion Bronx resort.

The report highlights a technology stack anchored by the Vitruvian data and marketing platform, extensive responsible gaming initiatives, and a marketing strategy built around its Bally Rewards loyalty program. Key risks include heavy regulation, intense competition, economic sensitivity, material weaknesses in internal control over financial reporting, cybersecurity and data-privacy exposure, and rising UK gambling taxes. As of June 30, 2025, non‑affiliate common stock had an aggregate market value of approximately $68.9 million, with 48,535,459 common shares outstanding as of February 28, 2026.

Bally’s Corporation was unable to file its Annual Report on Form 10-K for the year ended December 31, 2025 within the prescribed period because additional time is required to complete accounting and disclosures related to its transaction with Intralot S.A. The company expects to file the Annual Report within the fifteen calendar day extension permitted under Rule 12b-25.

Bally’s Corporation reported strong preliminary results for fourth quarter 2025, with revenue of $746.2 million, up 28.6% year over year. Growth was broad-based, led by Casinos & Resorts at $366.2 million and Bally’s Intralot B2C at $236.5 million, plus 55.4% growth in North America Interactive revenue to $62.3 million.

The year was marked by major strategic moves, including forming Bally’s Intralot, securing a New York casino license in the Bronx, progressing the Chicago and Las Vegas developments, and refinancing debt while repaying a $1.47 billion term loan due 2028. Bally’s will file a Form 12b-25 to extend the deadline for its Form 10-K, and these results remain preliminary pending completion of internal review and audit.

Bally's Corp: amended Schedule 13G — Whitefort Capital Management, LP and its co-managing partners David Salanic and Joseph Kaplan report shared beneficial ownership of 2,408,063 shares of Common Stock as of March 12, 2026, representing 4.9% of the class based on 49,162,136 shares outstanding as of October 31, 2025.

The filing states Whitefort Management acts as investment manager for client accounts holding these shares and that Messrs. Salanic and Kaplan, as co-managing partners, may be deemed to have shared voting and dispositive power over the reported shares.

Bally's Corp schedule 13G shows that Whitefort Capital Management, LP and its co-managing partners David Salanic and Joseph Kaplan may be deemed to beneficially own 2,519,176 Shares of Bally's common stock as of the close of business on March 9, 2026.

The filing states this equals 5.1% of the class based on 49,162,136 Shares outstanding as of October 31, 2025. Voting and dispositive power are reported as shared for the 2,519,176 Shares.

Bally's Corp executive Kim Barker Lee reported equity compensation activity involving restricted stock units and common shares. On March 1, 2026, 8,184 restricted stock units vested into the same number of common shares at no cost through a derivative exercise/conversion. Of these vested shares, 3,992 common shares were withheld at a price of 14.2200 per share to cover tax withholding obligations, leaving the reporting person with 20,067 common shares held directly after the transactions. The restricted stock units relate to a grant of 24,554 units awarded on March 10, 2023, scheduled to vest in three equal installments on March 1, 2024, 2025 and 2026.

Bally's Corporation president George T. Papanier reported equity award activity involving restricted stock units and common shares. On March 1, 2026, 35,714 restricted stock units vested and were converted into the same number of Bally's common shares in a derivative exercise.

To cover tax withholding obligations tied to this vesting, 14,052 common shares were withheld at a price of $14.22 per share, reducing his directly held common stock to 297,463 shares. An additional 9,000 common shares are reported as held indirectly by a trust.