BIGBEAR AI HLDGS INC SEC Filings

Anthony Evangelista, a director of BigBear.ai Holdings, Inc. (BBAI), was granted 15,092 restricted stock units (RSUs) on 08/12/2025. Each RSU converts to one share of common stock subject to the recipient's continued service through the vesting date. The RSUs vest on 06/02/2026 and are to be settled within sixty days after vesting. Following the reported transaction, the filing shows beneficial ownership of 15,092 shares held directly by the reporting person. The Form 4 was submitted under power of attorney.

Dorothy D. Hayes, a director of BigBear.ai Holdings, Inc. (BBAI), reported the sale of 30,000 shares of the company's common stock on 08/14/2025 at a weighted average price of $5.83–$5.84 per share. After the reported disposition, Ms. Hayes beneficially owned 258,150 shares. The filing indicates the sale occurred in multiple transactions and the reporting person (via attorney-in-fact) offered to provide detailed per-trade quantities upon request. No derivative transactions or other securities changes are reported in this Form 4.

BigBear.ai Holdings, Inc. (BBAI) submitted a Form 144 notifying a proposed sale of 30,000 common shares through Morgan Stanley Smith Barney LLC on the NYSE with an aggregate market value of $174,915.77, approximate sale date 08/14/2025. The shares were acquired through restricted stock vesting on 06/30/2023 (28,423 shares) and 09/30/2023 (1,577 shares) under a registered plan for services rendered. The filer previously sold 26,000 shares on 05/15/2025 for gross proceeds of $93,620.80 in two transactions. The notice includes the required representation that the seller has no undisclosed material adverse information.

BigBear.ai Holdings, Inc. reported a sharp improvement in liquidity alongside a deepening operating loss for the quarter ended June 30, 2025. Cash and cash equivalents rose to $390,845 thousand from $50,141 thousand at year-end, driven primarily by financing activities including a $300,000 thousand at-the-market offering and proceeds from warrant exercises and conversions. Total stockholders' equity moved to $266,550 thousand from a deficit of $(3,714) thousand, reflecting significant equity financing and share issuances.

Revenue for the quarter was $32,472 thousand, down from $39,783 thousand a year earlier, and gross margin narrowed to $8,113 thousand. The company recorded a $70,636 thousand goodwill impairment in Q2 2025 and reported a net loss of $228,619 thousand for the quarter. Derivative liabilities totaled $193,199 thousand at period end, including a $169,135 thousand valuation for the 2029 Notes conversion option, which materially affected reported results.

BigBear.ai Holdings, Inc. (BBAI) announced its financial results for the quarter ended June 30, 2025 and attached the company's press release as Exhibit 99.1 to this Current Report. The company states that the information in Item 2.02 is to be deemed filed (not furnished) and will be incorporated by reference into its registration statements on Form S-3 and Form S-8.

The filing identifies the company's publicly traded securities (common stock: BBAI; redeemable warrants: BBAI.WS) and indicates the registrant is an emerging growth company. No financial statement line items or numerical results are included within this 8-K text; the substantive results are contained in the attached press release.