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[Form 4] BARK, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Michele S. Meyer, a director of Bark, Inc. (BARK), was granted 185,139 restricted stock units (RSUs) on 08/20/2025. Each RSU represents a contingent right to one share of common stock and the grant was reported with a $0 price, indicating a compensatory award rather than a market purchase. After the grant, Meyer beneficially owned 559,691 shares. The RSUs are subject to a service-based vesting requirement and vest 100% on the first anniversary of the grant date, or, at Meyer’s sole discretion, on a later date tied to her cessation of service as a director. The filing was signed by an attorney-in-fact on 08/22/2025.

Positive
  • Director equity alignment: RSU grant aligns Michele Meyer’s incentives with long-term shareholder value by linking compensation to equity.
  • Clear vesting schedule: The RSUs vest 100% after one year, providing a straightforward retention mechanism.
Negative
  • Potential dilution: The RSUs represent contingent rights to additional shares, which could increase outstanding shares if they vest and are settled in stock.

Insights

TL;DR: Director received a sizeable RSU award that increases potential share-based compensation exposure.

The 185,139 RSU grant represents a meaningful award in absolute terms and raises the number of shares that could be issued upon vesting, increasing potential share-based compensation expense and dilution if the RSUs convert into common shares. The award vests 100% after one year of service, aligning the director’s interests with shareholder value over the near term. The $0 reported price confirms this is a compensatory grant rather than an open-market transaction.

TL;DR: Standard director equity compensation with single-date cliff vesting; governance implications are routine.

The compensation structure is a typical service-based RSU with a one-year cliff, which is common for non-employee directors to encourage retention. The option for the award to vest at a later date upon cessation of service is an administrative detail that preserves flexibility. The filing discloses clear ownership change and complies with Section 16 reporting requirements; there are no governance red flags or atypical acceleration terms disclosed in the form.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Meyer Michele S.

(Last) (First) (Middle)
C/O BARK, INC.
120 BROADWAY, 12TH FLOOR

(Street)
NEW YORK NY 10271

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Bark, Inc. [ BARK ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/20/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/20/2025 A 185,139(1) A $0 559,691 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall vest 100% on the first year anniversary of the date of grant, or, at the Reporting Person's sole discretion, such later date on which the Reporting Person ceases to serve as a director of Issuer.
Remarks:
/s/ Allison Koehler, Attorney in Fact for Michele Meyer 08/22/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Michele S. Meyer report on the Form 4 for BARK?

She reported a grant of 185,139 RSUs on 08/20/2025 and beneficial ownership of 559,691 shares following the grant.

When do the RSUs granted to Michele Meyer vest?

The RSUs vest 100% on the first anniversary of the grant date, or at a later date if chosen upon Meyer’s cessation of director service.

What price was reported for the RSU grant in the Form 4?

The transaction was reported with a $0 price, indicating a compensatory award rather than a market purchase.

Who signed the Form 4 filing for Michele Meyer?

The form was signed by Allison Koehler, Attorney in Fact for Michele Meyer, dated 08/22/2025.

How many shares does Michele Meyer beneficially own after the reported transaction?

She beneficially owned 559,691 shares following the reported RSU grant.
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United States
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