Welcome to our dedicated page for Bark SEC filings (Ticker: BARK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
BARK, Inc. filings document the public-company record for a NYSE-listed Delaware corporation with common stock trading under BARK. Its SEC disclosures cover material events, operating and financial results, capital-structure matters, shareholder voting outcomes, and amendments affecting its common stock and equity plans, including the completed one-for-twenty reverse stock split.
The company’s filings also record governance and compensation matters, including board composition, committee service, executive employment and severance arrangements, and leadership transitions. Other 8-K disclosures address cost-reduction initiatives, tariff-related refund matters, strategic-review updates, material agreements, risk factors, and Regulation FD communications tied to BARK’s dog-focused consumer business.
Bark, Inc. (BARK) reported that Chief Revenue Officer Michael Scott Black had 747 shares of common stock withheld on 2026-08-20 to satisfy tax withholding obligations arising from the vesting and settlement of a restricted stock unit award. The company states this was not an open market sale. Following this withholding, Black holds 120,601 common shares directly.
Bark, Inc. (BARK) reported an insider transaction by Executive Chairman Matt Meeker. On 2026-08-20, 4,684 shares of common stock were withheld to satisfy tax withholding obligations arising from a restricted stock unit vesting, at a reference price of $9.94 per share, leaving Meeker with 688,526 shares held directly. The footnote specifies this was not an open market sale but a tax-related share withholding.
Bark, Inc. Executive Chairman Matt Meeker reported a compensation-related share transaction. The company withheld 721 shares of common stock on 2026-08-14 to satisfy tax withholding obligations arising from the vesting and settlement of a restricted stock unit award. This was not an open market sale. After this withholding event, Meeker directly holds 693,210 shares of Bark common stock.
Bark, Inc. reported that Chief Legal Officer Allison Koehler had 471 shares of common stock withheld on August 10, 2026 to satisfy tax withholding obligations arising from a restricted stock unit vesting. The shares were valued at $10.71 per share. Following this withholding, Koehler directly holds 40,425 common shares. The company notes this was not an open market sale of securities.
Bark, Inc. officer Brian Dostie, VP Accounting and Controller, reported a Form 4 transaction involving 289 shares of common stock on 2026-08-10. The company withheld these shares at a $10.71 value per share to satisfy tax withholding obligations from a restricted stock unit vesting, which was not an open market sale. Dostie now holds 20,084 common shares directly.
Bark, Inc. reported that Chief Revenue Officer Michael Scott Black had 810 shares of common stock withheld on 2026-08-10 to satisfy tax withholding obligations arising from a restricted stock unit vesting. This was not an open market sale. Following the withholding, he directly holds 121,348 common shares.
BARK, Inc. reported revenue of $78.8 million for the quarter ended June 30, 2026, down 23.4% year over year as Direct to Consumer sales fell 25.2% on 28.0% fewer orders; BARK Air contributed $3.2 million. Commerce revenue declined 11.4%, but consolidated gross margin rose to 72.7%, helped by IEEPA tariff refunds.
The company generated net income of $0.7 million versus a $7.0 million loss a year earlier and Adjusted EBITDA of $0.6 million, driven by lower shipping, compensation, and marketing costs. Cash and cash equivalents were $16.1 million with no borrowings on a $35.0 million credit facility; free cash flow was negative $3.7 million. A new $40.0 million share repurchase program was authorized, and several putative class actions, including TCPA and email-marketing cases, are in progress.
BARK, Inc. reported fiscal first quarter 2027 revenue of $78.8 million, down 23.4% year-over-year, as it deliberately prioritized profitability over growth. Direct to Consumer revenue fell to $66.7 million and Commerce revenue to $12.1 million, while BARK Air contributed $3.2 million, up 37% year-over-year. Despite lower sales, gross profit was $57.3 million and reported gross margin expanded to 72.7%, or 63.4% excluding a one-time fiscal 2026 tariff refund benefit.
Operating expenses declined sharply, with advertising and marketing at $9.5 million and G&A at $47.8 million, supporting a swing to net income of $0.75 million from a $(7.0) million loss. Adjusted EBITDA improved to $0.6 million and subscriber metrics strengthened, including 92.8% retention and higher average order value. Cash and equivalents were $16.1 million as of June 30, 2026, and the company remained debt-free while continuing share repurchases. For fiscal 2027, BARK reiterated revenue guidance of $325.0–$340.0 million, below $394.8 million in 2026, but expects Adjusted EBITDA to increase to $7.0–$10.0 million, with Commerce and BARK Air together generating over $100 million of revenue.
BARK, Inc. updates Part III information for the year ended March 31, 2026, covering board structure, executive compensation, ownership and auditor fees, while stating there are no changes to previously reported financial results.
The board is classified into three director classes with a majority deemed independent under NYSE rules; Matt Meeker serves as Executive Chair and CEO, and Betsy McLaughlin as Lead Independent Director. Three standing committees (Audit, Compensation, Corporate Governance and Nominating) met between four and six times during fiscal 2026.
The executive pay program centers on base salary, annual incentives and RSUs. For 2026, base salaries were $700,000 for CEO Meeker, $600,000 for CFO Zahir Ibrahim and $450,000 for Michael Black. Annual bonuses were tied 50% to net revenue and 50% to adjusted EBITDA, with results producing a blended payout of 100% of target, delivered 50% in cash and 50% in immediately vested shares. Meeker’s total 2026 compensation was $2.52 million, including $1.10 million of RSUs and a $350,000 cash bonus.
Equity incentives included 2026 RSU grant date values of $1.10 million for Meeker, $1.57 million for Ibrahim and $427,500 for Black. As of March 31, 2026 there were 1,347,301 shares subject to outstanding options and RSUs and 1,054,031 shares remaining available under equity plans (including 311,539 for the ESPP); share counts reflect a 1‑for‑20 reverse stock split effective April 1, 2026.
Ownership data as of July 15, 2026 show 9,033,457 shares outstanding and insiders (executive officers and directors) holding 1,867,996 shares, or 20.2%, with Meeker at 9.3% and Henrik Werdelin at 6.9%. Affiliated funds of RRE Ventures, Prehype Ventures and Resolute Ventures held 12.5%, 6.0% and 5.5%, respectively. Auditor Deloitte & Touche LLP received $986,284 in audit fees for 2026, down from $1.2 million in 2025.
BARK, Inc. appointed Anya Hamill as Chief Financial Officer, effective September 8, 2026. Her compensation includes a $450,000 base salary, an annual target bonus of 75% of base salary (generally 50% cash and 50% stock), and a guaranteed nine‑month bonus for fiscal 2027 with a different cash/stock mix.
Hamill will receive 37,500 restricted stock units and 37,500 stock options under the 2021 Equity Incentive Plan, vesting over four years, plus a $100,000 sign‑on bonus paid in two installments. A Severance and Change in Control Agreement provides up to 12 months salary and partial equity acceleration upon an Involuntary Termination, and enhanced benefits—two times base salary plus target bonus, full time‑based equity vesting and up to 24 months COBRA coverage—if such termination occurs in connection with a Change in Control. Interim CFO Brian Dostie will resign from the interim CFO role on September 8, 2026 and continue as Vice President, Accounting and Controller.