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. disclosed that its Board’s Special Committee has ended its review of previously disclosed takeover proposals and decided not to pursue a transaction. An unsolicited preliminary non-binding offer from Great Dane Ventures was withdrawn, and a separate unsolicited proposal from the GNK/Lemonis Group was rejected as not adequately reflecting the Company’s value.
The Special Committee concluded that concluding the current review and continuing BARK’s existing standalone strategy is in stockholders’ best interests. BARK states it remains open to evaluating future strategic opportunities while emphasizing disciplined execution, sustainable growth, profitability, and enhancing long-term stockholder value.
Bark, Inc. Chief Revenue Officer Michael Scott Black reported a routine tax-related share disposition. On the event date, the issuer withheld 3,756 shares of common stock at $0.78 per share to cover tax obligations from a restricted stock unit vesting, which the footnote states was not an open-market sale. After this withholding, he directly owned 1,307,943 common shares.
Bark, Inc. investors updated their ownership disclosure and governance arrangements. Great Dane Ventures, LLC now reports beneficial ownership of 22,411,455 shares of Bark common stock, representing 13.0% of the class, based on 172,816,741 shares outstanding as of January 28, 2026.
The amendment refreshes the full list of Schedule 13D reporting persons and clarifies which funds and managers currently own equity in Great Dane. On March 3, 2026 the Great Dane Parties entered into a confidentiality agreement with Bark that includes a 12‑month standstill, subject to earlier termination upon specified change‑of‑control events or third‑party tender offers.
The standstill restricts these investors from increasing their Bark holdings, launching proxy contests, making public acquisition proposals, or seeking to influence control of the company, except under agreed conditions. Separately, Ironbound Partners Fund, LLC agreed to surrender for cancellation all of its warrants to purchase Bark common stock, eliminating that potential source of future share issuance.
BARK, Inc. reported that Chief Executive Officer and Executive Chair Matt Meeker has voluntarily withdrawn as a member and equity holder of Great Dane Ventures, LLC, an entity formed by certain BARK stockholders to submit a preliminary non-binding proposal to acquire the company. After discussions with a Special Committee of the Board, Meeker chose to step away from this investor group while continuing in his leadership roles at BARK. The company states that he remains fully committed to executing BARK’s strategy and delivering value for shareholders. The Special Committee continues to evaluate any potential acquisition proposals alongside BARK’s standalone value with help from independent financial and legal advisors, and notes there is no assurance any definitive offer or transaction will occur.
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.