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. files a variety of reports and current reports with the U.S. Securities and Exchange Commission, providing detailed information about its operations, financial performance, and significant corporate events. On Stock Titan’s BARK SEC filings page, you can review these documents alongside AI-powered summaries that highlight key points for investors.
BARK’s periodic reports, such as its Form 10-Q quarterly reports and Form 10-K annual reports, contain segment-level revenue and gross profit data, including breakdowns between Direct to Consumer and Commerce. Within Direct to Consumer, the company discloses revenue for toys and accessories, consumables, and other offerings, with BARK Air included in the DTC segment. These filings also define and present key performance indicators like Total Orders and Average Order Value, and provide management’s discussion of financial condition and results of operations.
The company’s current reports on Form 8-K document material events. Recent examples include announcements of quarterly financial results, NYSE notices regarding compliance with continued listing standards, the NYSE’s decision to commence delisting proceedings for BARK’s publicly traded warrants due to abnormally low selling price levels, leadership changes such as the promotion of a President, Core Business, and the receipt of a preliminary non-binding proposal from a stockholder group to acquire all outstanding shares of common stock not already owned by that group. These filings often incorporate related press releases as exhibits.
In addition, a Form 25 filed by the New York Stock Exchange relates to the removal from listing and/or registration of BARK’s redeemable warrants, each exercisable for shares of common stock at a specified exercise price. This filing concerns the warrants and does not describe removal of the common stock.
On Stock Titan, AI-generated summaries help explain the significance of BARK’s 10-K and 10-Q disclosures, clarify the implications of 8-K items, and surface notable details from exhibits. The platform also tracks filings related to listing status, such as notices of non-compliance and delisting actions, so users can quickly understand changes affecting BARK’s securities. For those analyzing BARK’s business model and segment performance, the filings page provides direct access to the underlying SEC documents with contextual insights.
BARK, Inc. adopted a new Severance and Change in Control Agreement for Chief Executive Officer Matt Meeker, effective upon Board approval on February 18, 2026. The agreement provides 12 months of salary continuation, a pro-rated target bonus, 12 months of accelerated vesting of time-based equity awards, and 12 months of COBRA health coverage if he is involuntarily terminated outside a change in control context.
If he is involuntarily terminated within six months before or 18 months after a change in control, he would instead receive a lump sum equal to two times annual base salary plus target bonus, full vesting of time-based equity awards, and 24 months of COBRA coverage, subject to signing and not revoking a release of claims. The company notes this structure is generally consistent with other executive agreements but with higher multiples reflecting his CEO role.
Bark, Inc. executive chairman Matt Meeker reported a tax-related share disposition. On February 20, 2026, the issuer withheld 36,206 shares of common stock at $0.80 per share to cover tax withholding obligations from a Restricted Stock Unit vesting and settlement.
The footnote clarifies this was not an open market sale but a share withholding by the company. After this transaction, Meeker’s directly held stake stands at 12,008,995 common shares.
Meeker Matt reported disposition transactions in a Form 4 filing for BARK. The filing lists transactions totaling 17,535 shares at a weighted average price of $0.79 per share. Following the reported transactions, holdings were 12,045,201 shares.
BARK, Inc. is updating investors on its special committee’s review of strategic alternatives, including two preliminary all-cash buyout proposals. One group led by Great Dane Ventures has indicated interest at $0.90 per share, while the GNK/Marcus Lemonis group has indicated interest at $1.10 per share.
A special committee of independent, disinterested directors is evaluating all proposals alongside BARK’s standalone value, with Moelis & Company as financial advisor and Sidley Austin as legal counsel. Any bidder seeking non-public information must sign a confidentiality agreement with a customary standstill, and the committee emphasized it will take the time needed to run an orderly, value-focused process.
The company cautions there is no assurance any definitive offer, agreement, or transaction will result from these preliminary, non-binding proposals and does not commit to further updates beyond legal requirements.
BARK, Inc. is a dog-focused omnichannel brand whose mission is to “make all dogs happy.” It designs and sells proprietary BARK-branded toys, accessories, and consumables through direct-to-consumer subscriptions and more than 50,000 retail doors, including Target, Walmart, Petco, and PetSmart.
In fiscal 2025, direct-to-consumer represented 85.9% of revenue, while commerce partners contributed 14.1%, or $68 million, up 27.2% year over year. Toys & accessories generated about $262.3 million, down 8%, as the company reallocates resources toward higher-potential consumables and services.
Consumables now account for roughly one-third of revenue and are largely sourced domestically, reducing exposure to tariffs and geopolitical risk. BARK also launched BARK Air, a dog-first charter flight service, which produced $5.8 million of revenue in its first year and anchors a broader push into premium services.
Management highlights an ever-growing first-party data asset used for personalization, in-house product design supporting gross margins, and a unified Shopify-based Bark.co platform to enhance cross-selling. The company reports its first full year of positive Adjusted EBITDA and outlines extensive risk factors spanning customer acquisition costs, supply chain concentration, tariffs, macroeconomic pressures, competition, data privacy, and regulatory compliance.
Bark, Inc.’s Chief Legal Officer Allison Koehler had 8,334 shares of common stock withheld on February 10, 2026 at $0.79 per share to cover tax obligations from a restricted stock unit vesting. This was a tax-withholding disposition, not an open market sale. Following the transaction, Koehler directly beneficially owned 712,682 common shares.
Bark, Inc.'s Chief Revenue Officer Michael Scott Black reported an automatic share disposition related to tax withholding. On 02/10/2026, the company withheld 9,389 shares of common stock at $0.79 per share to cover tax obligations from a restricted stock unit vesting.
After this tax-withholding transaction, Black beneficially owned 1,311,699 shares of Bark, Inc. common stock, held directly. The footnote clarifies this was not an open market sale, but an administrative share withholding to satisfy associated tax liabilities.
Bark, Inc. officer Brian Dostie reported a tax-withholding disposition of common stock related to a restricted stock unit vesting. On February 10, 2026, the issuer withheld 4,501 shares of common stock at $0.79 per share to cover tax obligations, which was not an open market sale.
Following this transaction, Dostie beneficially owned 349,460 common shares directly. This total includes 10,000 shares acquired through the company’s Employee Stock Purchase Plan on December 9, 2025.
BARK, Inc. reported lower revenue but a smaller loss for the quarter ended December 31, 2025. Quarterly revenue fell to $98.4 million from $126.4 million, mainly as Direct to Consumer orders dropped, while Commerce sales were roughly stable.
Net loss improved to $8.6 million from $11.5 million as BARK cut advertising and shipping costs and slightly raised gross margin to about 62.5%. For the first nine months, revenue was $308.3 million with a net loss of $26.3 million, similar to last year.
Cash, cash equivalents and restricted cash declined to $27.2 million at December 31, 2025 from $120.0 million a year earlier, reflecting negative operating cash flow of $21.8 million and repayment of $42.9 million of 2025 convertible notes, leaving no debt outstanding. BARK Air contributed $3.4 million in quarterly revenue and $9.3 million year-to-date.
BARK, Inc. filed a current report to note it has released a press release with financial results for its fiscal third quarter ended December 31, 2025. The company furnished this press release as Exhibit 99.1, meaning it is provided for information but is not treated as formally filed under certain Exchange Act provisions.