[Form 4] BARK, Inc. Insider Trading Activity
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.
- 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.
- 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.