Welcome to our dedicated page for Allbirds SEC filings (Ticker: BIRD), 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.
Allbirds, Inc. filings document the public-company record for a Delaware public benefit corporation whose Class A common stock trades on Nasdaq under BIRD. Recent disclosures include 8-K material-event reports, operating and financial results, business highlights, and announcements tied to the company’s retail footprint and channel strategy.
The filing record also covers material agreements, shareholder voting matters, governance disclosures and capital-structure actions. These include at-the-market Class A common stock sales under a shelf registration statement, senior secured convertible-note financing, related proxy solicitation materials, Nasdaq share-issuance matters and amendments to material-event reports.
Allbirds, Inc. reported a leadership change, as co-founder and director Joseph Zwillinger resigned from the Board of Directors effective May 18, 2026.
The company stated that his resignation was not due to any disagreement with Allbirds regarding its operations, policies, or practices, indicating an orderly board transition rather than a dispute-driven departure.
Allbirds, Inc. is asking stockholders to approve an asset sale that would transfer its footwear brand and related intellectual property to a buyer, and to approve related charter and Nasdaq consent proposals so the company can continue operating under a new name and pursue an electronics infrastructure business.
The proxy states an expected purchase price of $39.0 million and estimated after‑expense net proceeds of approximately $35.0 million to $36.2 million. The company has entered a financing facility to sell up to $50 million of senior secured convertible notes (initial committed amount $5.25 million) to buy and lease GPUs and related assets; an initial $2.75 million three‑year lease with a QumulusAI subsidiary for purchased GPU assets is disclosed. The Board unanimously recommends voting FOR all proposals.
Allbirds Inc. reports an Amendment No. 4 to a Schedule 13G/A showing FMR LLC beneficially owns 824,863 shares of Class A common stock, representing 13.4% of the class as of 03/31/2026.
The filing states that Fidelity Global Innovators Investment Trust holds 355,387 shares, or 5.8%, of Class A common stock as of 03/31/2026. The schedule is signed under a power of attorney and references an Exhibit 99 agreement.
Allbirds, Inc. is asking stockholders to approve an asset sale of its footwear business and related trademark to a buyer for a stated purchase price of $39.0 million, with estimated aggregate net proceeds of approximately $35 million to $36.2 million.
Following the Asset Sale the company intends to continue operating under a new name and pursue an Electronics Infrastructure Business focused on acquiring and monetizing GPUs and related high-performance computing assets, supported by a financing facility of up to $50 million. The company has purchased initial GPU equipment and entered a $2.75 million, three-year lease with QumulusAI’s subsidiary; only $5.25 million of the contemplated Facility is committed so far. Stockholder approval is also requested to permit potential conversions of the Convertible Notes that could exceed 20% of outstanding Class A shares, subject to a 4.99% beneficial ownership cap per holder.
Allbirds, Inc. entered into a new Class A Common Stock Sales Agreement with Chardan Capital Markets to sell Class A shares from time to time through an “at the market offering” program. Chardan will act as sales agent or principal and receive a commission of up to 3% of aggregate gross proceeds.
The company may suspend sales at any time, and either party can terminate the agreement with 10 days’ notice. ATM shares will be issued under Allbirds’ Form S-3 shelf registration statement, supported by a prospectus supplement. Allbirds terminated its prior ATM sales agreement with TD Securities effective April 27, 2026.
Allbirds, Inc. intends to offer up to $50,000,000 of Class A common stock in an at-the-market offering through Chardan Capital Markets LLC under a sales agreement. The prospectus supplement also describes the company’s planned Asset Sale of its footwear business and an associated $50.0 million convertible note facility to support a pivot toward an Electronics Infrastructure Business.
The offering proceeds are for general corporate purposes. The prospectus discloses key terms: last reported share price $6.96, shelf capacity $100,000,000, and an initial committed convertible note tranche of $5.25 million.
Allbirds, Inc. released unaudited preliminary results for the quarter ended March 31, 2026. The company expects net revenue of $22,321 (dollars in thousands), cost of revenue of $16,113, and gross profit of $6,208, implying a gross margin of 27.8%.
Operating expense is estimated at $27,112, leading to a preliminary net loss of $19,589 and adjusted EBITDA of $(16,067) (all dollars in thousands). As of March 31, 2026, Allbirds had cash and cash equivalents of $14.4 million. Management emphasizes these figures are preliminary, unaudited, and subject to change as quarter-end procedures are completed.
Allbirds, Inc. has entered into a senior secured convertible note facility of up to $50 million with an institutional investor to fund a strategic pivot from its loss-making footwear business into AI compute infrastructure. The initial $5.25 million of notes is committed, with the remaining $44.75 million issuable solely at the investor’s option. The notes bear 12.0% interest, mature two years after issuance, include a 5% original issue discount, and are convertible into Class A common stock at formula-based prices subject to ownership caps of 4.99% or 9.99%. Proceeds are expected to be used by a new subsidiary, NewBird AI, LLC, to acquire GPU-based “Electronics Assets,” including current-generation NVIDIA Blackwell server equipment that will be leased for about $2.75 million over three years to a QumulusAI, Inc. subsidiary. In parallel, Allbirds has agreed to sell substantially all of its footwear assets for an expected $35–$36.2 million in net proceeds and plans to rebrand as “NewBird AI,” pursue a capital-intensive, highly speculative Electronics Infrastructure Business, and potentially pay a special dividend, while warning that failure to close the asset sale or secure additional funding beyond the initial tranche could leave the company without sufficient cash and may ultimately lead to dissolution.