Bumble Inc. SEC Filings

Bumble Inc. (BMBL) reported an insider transaction by its Chief Executive Officer, who is also a Director and 10% Owner. On 11/10/2025, the officer reported a transaction coded F, reflecting shares withheld to cover taxes upon RSU vesting. The filing shows 4,082 Class A shares disposed at $4.11 per share for tax withholding. Following the transaction, the officer beneficially owns 1,588,681 Class A shares directly. Indirect holdings include 100,000 shares held by the spouse and 23,255 shares held by a trust for which the spouse serves as trustee.

Bumble Inc. (BMBL)239,837 shares of Class A Common Stock beneficially owned, held directly.

According to the footnote, this amount represents an RSU grant that vests 33% on May 2, 2026, with the remaining 67% vesting in eight substantially equal quarterly installments, becoming fully vested on May 2, 2028.

Bumble Inc. filed a Form S-8 to register an additional 30,000,000 shares of Class A common stock issuable under the Bumble Inc. 2021 Omnibus Incentive Plan.

The increase results from the plan’s “evergreen” provision, which automatically raises the share reserve on the first day of each fiscal year pursuant to a specified formula. The newly registered shares are the same class as those previously registered for the plan.

Bumble Inc. reported Q3 2025 results. Revenue was $246.2 million, down from $273.6 million a year ago. Net earnings attributable to shareholders were $37.3 million (diluted EPS $0.33) versus a loss last year, reflecting the absence of prior-year impairment.

Bumble App revenue was $198.8 million and Badoo App and Other was $47.4 million. Operating earnings reached $63.7 million. For the first nine months, revenue was $741.5 million and the company recorded $408.5 million of impairment, reducing goodwill to $1.13 billion and intangible assets to $587.7 million.

Cash and cash equivalents increased to $307.9 million, supported by $191.3 million of operating cash flow year-to-date. Long‑term debt, net, was $583.6 million, with a tax receivable agreement liability of $419.1 million. During 2025 year-to-date, Bumble repurchased 4.7 million shares for $28.7 million; $50.1 million remained authorized as of September 30, 2025. On August 13, 2025, affiliates of Blackstone and the Founder sold 18.1 million shares via privately negotiated transactions; Bumble did not sell shares or receive proceeds. As of October 31, 2025, Class A shares outstanding were 112,738,975.

Blackstone Inc. (BX) reported a Form 4 for its affiliated entities regarding Bumble Inc. (BMBL). On 11/05/2025, affiliates converted Common Units of Buzz Holdings L.P. into Bumble Class A common stock on a one-for-one basis, acquiring 16,385,953, 147,871, and 32,291 Class A shares, respectively. These were coded as a conversion (C) and reflect indirect ownership. In connection with the exchanges, Class B common stock (which has no economic value) was cancelled as noted by code J(14).

Following the transactions, indirect beneficial holdings reported include 12,475,943, 5,404,511, 2,025,363, and 906,717 Class A shares across various Blackstone-related entities, as detailed in the footnotes and ownership structure.

Bumble Inc. (BMBL) insider update: On 11/05/2025, affiliated Blackstone entities reported non-cash conversions of Common Units of Buzz Holdings L.P. into Class A common stock. Reported exchanges included 16,385,953 shares, 147,871 shares, and 32,291 shares (Transaction Code C), each on a one-for-one basis per an exchange agreement. In connection with these exchanges, three entries of Class B common stock (1 share each) were cancelled (Code J (14)), as those Class B shares have no economic value.

Post-transaction, indirect beneficial ownership entries were listed across multiple Blackstone-affiliated vehicles, including 16,394,804, 147,871, 32,291, 906,717, 12,475,943, 2,025,363, and 5,404,511 shares, as detailed in the footnotes.

Bumble Inc. (BMBL): Blackstone-affiliated reporting persons filed a Form 4 showing exchanges on 11/05/2025 of Common Units of Buzz Holdings L.P. into Class A common stock on a one-for-one basis. Reported conversions include 16,385,953 shares, 147,871 shares, and 32,291 shares, with the related derivative entries priced at $0 per Table II.

In connection with the exchanges, shares of Class B common stock with no economic value were cancelled as noted in Footnote 14. The filing lists indirect holdings across multiple Blackstone entities; for example, one line shows 16,394,804 Class A shares beneficially owned indirectly following the reported transactions, alongside other indirect positions tied to the structured ownership described in the footnotes.

Bumble Inc. entered into an amendment to its Tax Receivable Agreement, agreeing to one-time settlement payments of approximately $186 million to fully terminate all past, current, and future obligations under the TRA. The company stated the payments will be funded from available cash on hand.

Immediately prior to the amendment, Blackstone affiliates exchanged all of their OpCo Common Units for Bumble Class A common stock pursuant to existing agreements. The terms were negotiated and approved by a special committee of independent, disinterested directors. Bumble also announced earnings for the quarter ended September 30, 2025 via a furnished press release.

Sissie L. Hsiao, a director of Bumble Inc. (BMBL), reported the sale of 2,707 shares of Class A common stock on 10/06/2025 under a Rule 10b5-1 trading plan adopted on 03/06/2025. The filing states the sales were made to satisfy tax obligations from the vesting of restricted stock units. The weighted-average price for the shares was reported as $5.8165, with transaction prices ranging from $5.79 to $5.88. After the reported disposition, the reporting person beneficially owned 71,120 shares. The Form 4 was signed via attorney-in-fact on 10/08/2025.