Welcome to our dedicated page for BIGBEAR AI HLDGS SEC filings (Ticker: BBAI), 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.
BigBear.ai Holdings, Inc. (NYSE: BBAI) files a range of documents with the U.S. Securities and Exchange Commission that provide insight into its governance, capital structure, and corporate transactions. These SEC filings complement the company’s description of itself as a provider of mission-ready AI solutions and services for defense, national security, and critical infrastructure, and they document key decisions affecting stockholders and noteholders.
Current and periodic reports such as Forms 8-K capture material events. For example, an 8-K dated January 2, 2026 describes a notice of redemption for BigBear.ai’s 6.00% Convertible Senior Secured Notes due 2029, including the redemption date and conversion mechanics. A later press release, referenced in that filing, explains that these notes were ultimately converted into common stock, eliminating related debt. Other 8-Ks report on matters such as the entry into an agreement and plan of merger with Ask Sage, Inc., the appointment of a Chief Financial Officer, and the election of a new director to the board and to certain board committees.
Governance and stockholder actions are also documented in SEC materials. An 8-K filed on December 1, 2025 details amendments to BigBear.ai’s bylaws, including changes to voting standards for matters submitted to stockholders and provisions related to universal proxy rules and stockholder nomination procedures. A definitive proxy statement on Schedule 14A dated October 17, 2025 describes a special meeting of stockholders to consider an amendment to increase the number of authorized shares of common stock and a related adjournment proposal, along with information about who may vote and how the meeting is conducted.
On Stock Titan’s SEC filings page for BBAI, users can review these filings and others as they become available. AI-powered summaries help explain the significance of complex documents such as 8-Ks describing merger agreements, bylaw amendments, and financing transactions. Real-time updates from EDGAR surface new filings shortly after they are submitted, while access to historical proxy statements and current reports allows investors to trace BigBear.ai’s regulatory and corporate history over time. Where applicable, users can also review disclosures related to equity issuance, note conversions, and other capital structure changes that are documented in the company’s SEC filings.
BigBear.ai insider transactions: The company's CFO, Sean Ricker, reported two disposals of common stock. On 08/26/2025 a sale (code S) is shown for 2 shares at $5.40, leaving 308,323 shares beneficially owned. On 08/27/2025 he sold 11,978 shares at $5.35, leaving 296,345 shares beneficially owned.
Form 144 notice from an insider at BigBear.ai Holdings, Inc. (BBAI) reports a proposed sale of 11,978 common shares through Morgan Stanley Smith Barney on the NYSE with an aggregate market value of $64,082.30. The filing shows the shares were acquired recently: 5,000 via an Employee Stock Purchase Plan on 05/30/2025 (paid in cash) and 6,978 as Restricted Stock on 06/30/2025. The filer also reported selling 2 shares on 08/26/2025 for gross proceeds of $10.80. The notice includes the insider representation that they are not aware of undisclosed material adverse information about the issuer.
BigBear.ai Holdings, Inc. provides AI-driven technology solutions and related services to help organizations operationalize AI for faster, data-driven decisions in national security, defense and related markets. This filing is a prospectus supplement and registration statement (S-3ASR) that references prior SEC filings including Annual Reports and Quarterly Reports, and incorporates risk factors under the heading "Item 1A. Risk Factors." The document discloses an Open Market Sale Agreement dated August 18, 2025 with Jefferies LLC and includes exhibits such as amended certificate of incorporation, bylaws, warrant and rights agreement forms, legal opinion and auditor consents. The prospectus describes warrant adjustment and redemption mechanics, rights offerings treatment and certain share-adjustment provisions.
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.
BigBear.ai Holdings, Inc. (BBAI) Form 3: Anthony Evangelista, listed with the company address, filed an initial Section 16 report as a director and the form states that he does not beneficially own any securities of the issuer. The filing includes a power of attorney authorizing signature by an attorney-in-fact and records the form as an initial ownership disclosure for a company insider.
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.
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