STOCK TITAN

BigBear.ai Holdings, Inc. (BBAI) SEC Filings, Aug-Oct 2025

BBAI NYSE

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.

Rhea-AI Summary

BigBear.ai Holdings, Inc. is asking stockholders to approve an amendment to its Certificate of Incorporation to increase authorized common stock from 500,000,000 to 1,000,000,000 shares, subject to stockholder approval. The company says added capacity would support financing, equity awards, strategic relationships, conversions of securities, stock dividends or splits, and potential acquisitions.

Shares outstanding were 435,757,510 as of September 30, 2025; this is a baseline figure, not the amount being authorized. The Special Meeting is virtual on December 1, 2025 at 8:00 a.m. ET, with a record date of October 14, 2025. Proposal 1 requires a majority of outstanding shares; Proposal 2 would allow adjournment to solicit more votes if needed. The filing notes potential dilution from future issuances, no appraisal rights, and that brokers may vote uninstructed shares on both proposals under applicable rules.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
proxy
-
Rhea-AI Summary

BigBear.ai Holdings (BBAI) insider Sean Ricker, the company's Chief Financial Officer, reported a transaction on Form 4 showing 6,625 shares of common stock were disposed of on 09/30/2025 at a price of $6.46 per share. The filing states these shares were withheld to satisfy tax withholding obligations arising from the vesting of restricted stock units. After the disposition, Mr. Ricker beneficially owns 289,720 shares, held directly. The form is a routine Section 16 disclosure explaining an automatic tax-withholding sale tied to equity compensation and does not indicate a voluntary open-market sale or a change in role.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Kevin McAleenan, Chief Executive Officer and a director of BigBear.ai Holdings, Inc. (BBAI), reported a transaction on 09/30/2025 in which 3,132 shares of Common Stock were disposed under code F at a price of $6.46 per share. The filing explains these shares were withheld to satisfy tax withholding obligations upon vesting of restricted stock units. After the transaction, Mr. McAleenan beneficially owned 1,218,648 shares directly. The Form 4 was signed by an attorney-in-fact on behalf of Mr. McAleenan on 10/01/2025.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
other
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
other
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.14%
Tags
insider
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.14%
Tags
insider
-
Rhea-AI Summary

BigBear.ai Holdings, Inc. reported that its Board of Directors elected Anthony (Tony) Evangelista to serve as a director, joining both the Audit Committee and the Compensation Committee effective August 12, 2025. Evangelista is a retired partner of PriceWaterhouseCoopers, where he worked in financial services roles for many years, and he previously served as Assistant Chief Accountant in the Division of Investment Management at the U.S. Securities and Exchange Commission.

He will be compensated under BigBear.ai's customary non-employee director compensation policy, including a prorated annual restricted stock unit award based on his election date, as described in the company’s 2025 proxy statement. Evangelista has signed the company’s standard director indemnification agreement. The company states there are no arrangements or understandings with other persons regarding his selection, no related-party transactions requiring disclosure, and no family relationships with existing directors or executive officers.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.14%
Tags
current report
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.52%
Tags
insider

FAQ

How many BigBear.ai Holdings (BBAI) SEC filings are available on StockTitan?

StockTitan tracks 87 SEC filings for BigBear.ai Holdings (BBAI), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for BigBear.ai Holdings (BBAI)?

The most recent SEC filing for BigBear.ai Holdings (BBAI) was filed on October 3, 2025.