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.
Joseph Vernachio submitted a Form 144 notice to sell restricted common stock of Allbirds, Inc. following a restricted stock lapse on 03/03/2026. The filing lists prior sales of 21,334 shares on 12/02/2025 as securities sold during the past three months.
Allbirds, Inc. reported that it will close its remaining full-price retail stores in the United States by the end of February 2026. The company stated it will continue to operate two outlet stores in the United States and two full-price stores in London.
Allbirds (BIRD) disclosed a routine director equity grant. On October 31, 2025, a newly appointed board member received 22,222 restricted stock units under the Non-Employee Director Compensation Policy. Each RSU represents one share of Class A common stock upon settlement. The grant was recorded at $0, with 1/3 vesting on October 31, 2026 and 1/3 yearly thereafter, subject to continuous service. Following the transaction, 22,222 shares were beneficially owned directly.
Allbirds (BIRD) received a Form 3 initial statement of beneficial ownership effective 10/31/2025. The reporting person is identified as a Director and the filing indicates no securities are beneficially owned. The submission was made by one reporting person, and both the non-derivative and derivative tables show no holdings.
Allbirds, Inc. (BIRD) filed its Q3 2025 10-Q, reporting continued operating losses and a liquidity update. Net revenue was $32.989 million, down from $42.996 million a year ago, while net loss was $20.324 million versus $21.177 million. Gross profit was $14.241 million and operating expense fell to $34.126 million.
The company ended the quarter with cash and cash equivalents of $23.704 million and used $51.809 million of cash in operating activities year-to-date. Management concluded that conditions raise substantial doubt about the company’s ability to continue as a going concern for twelve months from issuance. To support liquidity, Allbirds entered a $50 million revolving credit facility on June 30, 2025 and had $12.313 million outstanding at quarter-end.
Additional items include $5.1 million year-to-date inventory write-downs, a $0.5 million property and equipment impairment, and a $0.2 million impairment of an equity investment. A change in gift card breakage estimates in Q1 2025 increased revenue by about $1.9 million. Shares outstanding were 5,670,752 Class A and 2,542,340 Class B as of November 1, 2025.
Allbirds, Inc. (BIRD) furnished quarterly results via an 8-K, stating it reported financial results and business highlights for the quarter ended September 30, 2025. The earnings press release is attached as Exhibit 99.1.
The information under Item 2.02 is being furnished and is not deemed filed under the Exchange Act, and it is incorporated by reference only if specifically referenced in future filings.
Allbirds (BIRD) appointed Lily Yan Hughes to its board of directors, effective October 31, 2025. She will serve as a Class I director and stand for reelection at the 2028 annual meeting.
Hughes joins the Sustainability, Nomination and Governance Committee and the Management Compensation and Leadership Committee, and will chair the Sustainability, Nomination and Governance Committee. On her start date, she received an initial restricted stock unit award with a grant date fair value of $200,000 under the 2021 Equity Incentive Plan, vesting under the company’s Non‑Employee Director Compensation Policy. She will also receive standard cash retainers and has executed the company’s standard indemnification agreement. The company disclosed no related‑party relationships.
Allbirds, Inc. reported that on September 8, 2025 a director, Ms. Freeman, resigned, leaving the board without a majority of independent directors as defined under Nasdaq Listing Rule 5605(a)(2). The company notified the Nasdaq Global Select Market of the resulting non-compliance with Nasdaq Listing Rule 5605(b)(1). Nasdaq provides a cure period that allows the company to regain compliance before the earlier of one year from September 8, 2025 or the next annual meeting. The filing incorporates related information from Item 3.01 by reference.
Allbirds, Inc. (BIRD) Chief Financial Officer Ann Mitchell sold 2,188 shares of Class A common stock on 09/03/2025 at a weighted average price of $6.37 per share to satisfy tax withholding for vested restricted stock units. After the reported sale, the filing shows Ms. Mitchell beneficially owned 78,498 shares, held directly. The filing clarifies the sale was a "sell to cover" transaction to fund tax obligations and that the shares were sold in multiple transactions at prices ranging from $6.3601 to $6.41.