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Allbirds (NASDAQ: BIRD) boosts ATM stock sale limit by $48,100,000

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Allbirds, Inc. expanded its at-the-market stock offering program by registering an additional aggregate amount of up to $48,100,000 of Class A common stock under its existing Sales Agreement with Chardan Capital Markets LLC. This program allows Chardan, acting as sales agent or principal, to sell shares from time to time using methods permitted for at-the-market offerings under Rule 415. The company filed a prospectus supplement under its Registration Statement on Form S-3 to cover these additional shares and filed a supporting legal opinion and related consent as exhibits.

Positive

  • None.

Negative

  • None.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Additional ATM capacity $48,100,000 Aggregate amount of Class A common stock registered for sale under Sales Agreement
Filing date June 11, 2026 Date Allbirds increased maximum aggregate offering price under ATM program
Registration Statement Form S-3 File No. 333-288434 Existing shelf registration used for the additional ATM shares
at the market offering financial
"through an “at the market offering” program under which Chardan, acting as sales agent or principal"
An at-the-market offering is a way a company raises cash by selling newly issued shares directly into the open market at prevailing prices, rather than all at once in a single deal. Think of it like turning a faucet on to drip shares into trading at current prices when needed; it gives the company flexibility to raise funds over time but can dilute existing shareholders and potentially affect the stock price, which investors should monitor.
Rule 415 regulatory
"deemed to be an “at the market offering” as defined in Rule 415 promulgated under the Securities Act"
Rule 415 is a U.S. Securities and Exchange Commission regulation that lets a company register securities ahead of time and then offer them for sale in pieces over an extended period under a “shelf” registration, so offerings can be launched quickly when market conditions suit the issuer. For investors, it signals that management has a ready way to raise capital fast—useful for seizing opportunities but potentially dilutive to existing shareholders, like a company pre-loading a credit line it can tap as needed.
Prospectus Supplement regulatory
"filed a prospectus supplement (the “Prospectus Supplement”) for the purpose of registering"
A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.
Registration Statement on Form S-3 regulatory
"under the Company’s Registration Statement on Form S-3 (File No. 333-288434)"
A registration statement on Form S‑3 is a short, standardized filing a qualified public company uses to register new securities with regulators so they can be sold to investors; think of it as a pre-approved, reusable permission slip that speeds up future offerings. It matters to investors because it lets the company raise money more quickly and cheaply — which can fund growth or pay debt — but may also lead to share dilution or change in ownership, so it affects value and liquidity.
Emerging growth company regulatory
"Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
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false 0001653909 0001653909 2026-06-11 2026-06-11

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): June 11, 2026

 

 

Allbirds, Inc.

(Exact name of registrant as specified in its charter)

 

 
Delaware   001-40963   47-3999983

(State or other jurisdiction

of incorporation)

 

(Commission

File Number)

 

(IRS Employer

Identification No.)

 

530 Washington Street

San Francisco, CA 94111

  (628) 225-4848
(Address of principal executive offices, including zip code)   (Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class

  

Trading

Symbol(s)

  

Name of each exchange

on which registered

Class A common stock, $0.0001 par value    BIRD    The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.


Item 8.01 Other Events.

Allbirds, Inc. (the “Company”) previously entered into a Class A Common Stock Sales Agreement (the “Sales Agreement”) with Chardan Capital Markets LLC (“Chardan”), to sell shares of its Class A Common Stock (the “ATM Shares”), from time to time, through an “at the market offering” program under which Chardan, acting as sales agent or principal (including through its affiliates), will offer and sell the ATM Shares. The sales, if any, of the ATM Shares made under the Sales Agreement will be made by any method permitted by law deemed to be an “at the market offering” as defined in Rule 415 promulgated under the Securities Act of 1933, as amended.

On June 11, 2026, the Company increased the maximum aggregate offering price of the ATM Shares issuable under the Sales Agreement and filed a prospectus supplement (the “Prospectus Supplement”) for the purpose of registering under the Company’s Registration Statement on Form S-3 (File No. 333-288434) (the “Registration Statement”) the offer and sale of shares of its Class A common stock in an additional aggregate amount of up to $48,100,000 pursuant to the Sales Agreement, which does not include the shares of Class A common stock previously sold pursuant to the Sales Agreement. A copy of the legal opinion as to the legality of the shares of Class A common stock issuable under the Sales Agreement and covered by the Prospectus Supplement is filed as Exhibit 5.1 attached hereto.

The Company is filing this Current Report on Form 8-K for the purpose of incorporating by reference into the Registration Statement the items filed herewith as Exhibits 5.1 and 23.1.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

 

Exhibit
No.
  Description
5.1   Opinion of Holland & Hart LLP
23.1   Consent of Holland & Hart LLP (included in Exhibit 5.1 hereto)
104   Cover Page Interactive Data File (the cover page XBRL tags are embedded within the inline XBRL document)

 


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

    Allbirds, Inc.

Dated: June 11, 2026

 
   

By:

 

 /s/ Joseph Vernachio

     

 Joseph Vernachio

     

 Chief Executive Officer

FAQ

What ATM expansion did Allbirds (BIRD) disclose in this 8-K?

Allbirds disclosed an increase to its at-the-market stock program, registering up to $48,100,000 in additional Class A common shares. These shares may be sold over time through its existing Sales Agreement with Chardan Capital Markets LLC.

How much additional stock can Allbirds (BIRD) sell under the ATM program?

Allbirds can offer and sell an additional aggregate amount of up to $48,100,000 of Class A common stock. This increase is implemented through a new prospectus supplement under its existing Form S-3 Registration Statement.

Who is the sales agent for Allbirds’ expanded ATM offering?

Chardan Capital Markets LLC serves as sales agent or principal for Allbirds’ at-the-market offering program. Chardan, including its affiliates, may sell the registered Class A shares using methods allowed for at-the-market offerings under Rule 415.

What is the purpose of Allbirds’ new prospectus supplement?

The prospectus supplement registers the offer and sale of additional Class A common stock up to $48,100,000 under the existing Sales Agreement. It is filed under Allbirds’ Form S-3 Registration Statement to authorize these potential future ATM sales.

Filing Exhibits & Attachments

4 documents