BigBear.ai Holdings, Inc. filings document the company's AI decision-intelligence business, operating results, capital structure, and governance as a public company with common stock and redeemable warrants listed on the New York Stock Exchange. Form 8-K reports cover quarterly and annual results, backlog and contract activity, debt and equity-related capital-structure items, material events, bylaw amendments, and stockholder vote outcomes.
Proxy statements describe board matters, executive compensation, equity awards, shareholder meeting proposals, voting standards, universal proxy procedures, and authorized-share proposals. Other disclosure categories address risk factors, material agreements, warrants, convertible-note settlement activity, liquidity, completed acquisitions, and the company's AI, cybersecurity, digital identity, autonomous systems, supply chain, and Ask Sage platform operations.
Sean Raymond Ricker, Chief Financial Officer of BigBear.ai Holdings, Inc., had 34,050 common shares withheld at a reported $2.39 per share on October 14, 2026, to satisfy tax withholding obligations on vesting of restricted stock units. He directly held 551,852 common shares after the transaction.
BigBear.ai Holdings, Inc. Chief Financial Officer Sean Raymond Ricker had 6,991 shares of common stock withheld on September 30, 2026, to satisfy tax withholding obligations on vesting of restricted stock units. The reported per-share price was $2.65, and he held 585,902 shares directly after the transaction.
BigBear.ai Holdings, Inc. (BBAI) General Counsel and Secretary Carolyn Blankenship had 9,020 common shares withheld on September 30, 2026, to satisfy tax withholding obligations when restricted stock units vested. The reported price was $2.65 per share. Her reported direct common-stock holdings after the transaction were 762,506 shares.
BigBear.ai Holdings, Inc. Chief Executive Officer and director Kevin McAleenan had 21,523 shares withheld on September 30, 2026, to satisfy tax withholding obligations on vesting of restricted stock units. The reported price was $2.65 per share, and he directly held 1,406,985 shares after the transaction. No Rule 10b5-1 plan is reported.
BigBear.ai Holdings, Inc. (BBAI) reported that Kirk Konert informed its Board of Directors on September 15, 2026 that he will resign from the Board, effective the same day. The company states that Mr. Konert’s resignation was not due to any disagreement regarding operations, policies, or practices.
Gainey Sean Alexander reported acquisition or exercise transactions in this Form 4 filing.
BigBear.ai Holdings, Inc. (BBAI) reported that director Sean Alexander Gainey received a grant of 32,776 shares of common stock in the form of restricted stock units. The RSUs were granted on August 13, 2026, vest on June 14, 2027, and will be settled in shares within sixty days after vesting, subject to his continued service. Following this award, he directly holds 32,776 shares of common stock.
BigBear.ai Holdings, Inc. (BBAI) reported the initial beneficial ownership of securities for director Sean Alexander Gainey on a Form 3. The filing shows no reported transactions or current holdings of company securities at this time. A Power of Attorney is filed as Exhibit 24 authorizing filings on the reporting person’s behalf.
BigBear.ai Holdings, Inc. appointed Ret. Lt. Gen. Sean Gainey to its Board of Directors and to the Nominating and Corporate Governance Committee, effective August 13, 2026. Gainey brings senior leadership experience from the United States Army Space and Missile Defense Command and Joint Task Force Gold, and previously led the Joint Counter Unmanned Aerial System Office at the Department of Defense.
Gainey will be compensated under BigBear.ai’s customary non-employee director compensation policy, including a prorated annual restricted stock unit award, and has signed the company’s standard indemnification agreement, filed as Exhibit 10.1. The company states there are no related-party transactions or family relationships involving Gainey that require disclosure.
BigBear.ai Holdings, Inc. entered into an Open Market Sale Agreement with Jefferies LLC on July 31, 2026, allowing it to sell up to 100,000,000 shares of its common stock through the sales agent.
Any sales will be made as an at the market offering under Rule 415(a)(4), using its registration statement on Form S-3 (File No. 333-289678), the base prospectus dated August 18, 2025, and a July 31, 2026 prospectus supplement. Jefferies will receive up to 3.0% of the gross proceeds from shares sold, and the company has agreed to provide indemnification and contribution. A legal opinion from Latham & Watkins LLP regarding the shares is filed as an exhibit.
BigBear.ai Holdings, Inc. has established an at-the-market equity offering program under which it may sell up to 100,000,000 shares of common stock from time to time through Jefferies LLC as sales agent. Jefferies will receive up to 3.0% of gross proceeds as commissions and will be deemed an underwriter.
As of June 30, 2026, common shares outstanding were 479,494,493. Based on an illustrative price of $2.83 per share, net tangible book value would increase from $0.84 to $1.17 per share, implying dilution of $1.66 per share to new investors, assuming full issuance. Net proceeds are intended for working capital, general corporate purposes, and potential strategic investments or partnerships.