BitGo Holdings, Inc. filings document public-company reporting matters for a newly listed digital asset infrastructure issuer. The company’s recent 8-K disclosures cover financial results, changes in its independent registered public accounting firm, executive compensation matters, and governance records.
BitGo’s filing record also includes IPO-related corporate documents, including amended and restated certificate of incorporation and bylaws records associated with its Class A common stock. The filings identify the company as a Delaware corporation and provide formal disclosures on capital structure, governance arrangements, material events, and public-company reporting controls.
BitGo Holdings, Inc. said Chief Operating Officer Jody Mettler intends to resign effective October 16, 2026. She informed the board of her intention on September 21, 2026, and will assist with transitioning her existing roles and responsibilities to other members of the leadership team before her departure. The company stated that her decision was not the result of any disagreement concerning its operations, policies or practices.
BITGO HOLDINGS, INC. (BTGO) reports Chief Compliance Officer Alexander Rozman’s direct holdings of 133,800 restricted stock units, each a contingent right to receive one Class A common share, and options covering 50,000 Class A common shares at a $6.41 exercise price. The options expire September 15, 2036. Twenty-five percent vest on August 3, 2027, and the remaining 75% vest in equal monthly installments thereafter, subject to his providing service to the issuer on each vesting date.
BITGO HOLDINGS, INC. (BTGO) reported that Chief Operating Officer Jody Mettler received a grant of stock options for 200,000 shares of Class A common stock on September 16, 2026. The options have an exercise price of $6.41 per share and expire on September 15, 2036.
These options vest as to 25% of the award on August 15, 2027, with the remaining 75% vesting in equal monthly installments thereafter, subject to continued service with the company on each vesting date.
BITGO HOLDINGS, INC. (BTGO) reported that Chief Financial Officer Edward Reginelli had 88 shares of Class A Common Stock withheld on September 6, 2026, at $7.30 per share. The shares were relinquished and cancelled to cover federal and state tax withholding from vesting restricted stock units, leaving him with 582,310 directly held shares. No Rule 10b5-1 trading plan is reported.
BITGO HOLDINGS, INC. (BTGO) reported that Chief Operating Officer Jody Mettler had 72 shares of Class A Common Stock withheld and cancelled on September 6, 2026 to satisfy federal and state tax withholding obligations arising from the vesting of restricted stock units. These shares were relinquished to the company rather than sold in the market, leaving Mettler with 38,301 shares held directly after the transaction. No Rule 10b5-1 trading plan is reported for this tax-withholding event.
BITGO HOLDINGS, INC. insider Fang Chen, Chief Revenue Officer and director, reported a disposition of 220 shares of Class A Common Stock on September 6, 2026. The shares were relinquished and cancelled in exchange for the company’s agreement to pay federal and state tax withholding obligations arising from the vesting of restricted stock units.
After this tax-withholding transaction, Fang Chen holds 1,256,704 shares of Class A Common Stock directly. No Rule 10b5-1 trading plan is reported for this transaction.
BITGO HOLDINGS, INC. (BTGO) has a significant shareholder group led by NYDIG IHC LLC reporting beneficial ownership of 5,933,577 shares of Class A Common Stock, representing 5.46% of that class, based on 108,690,240 Class A shares outstanding as of August 7, 2026.
These shares are directly held by NYDIG IHC LLC and are subject to shared voting and dispositive power among NYDIG IHC LLC, New York Digital Investment Group LLC, Stone Ridge Holdings Group LP, Stone Ridge Holdings Group (GP) LLC, and Ross Stevens, each of whom disclaims beneficial ownership beyond their pecuniary interest.
BitGo Holdings, Inc. (BTGO) entered into and promptly closed an Agreement and Plan of Merger to acquire NYDIG IF Holdings LLC, the institutional trading business subsidiary of NYDIG IHC LLC, through a two-step merger structure, making the business a direct, wholly owned subsidiary of BitGo.
The aggregate consideration to the seller includes $7,000,000 in cash (subject to holdback and customary adjustments), approximately $35,500,000 in BitGo common stock issued at closing, a $10,000,000 cash contingent payment tied to a specified revenue milestone, and a further up to $5,000,000 cash plus additional BitGo shares upon achieving a second revenue milestone. BitGo also expects to grant transferred employees restricted stock units with a target value of $5,000,000 and cash retention awards with a target value of $5,000,000, both vesting in full upon achievement of the second revenue milestone.
The acquired NYDIG institutional trading business provides derivatives, structured products, financing and capital markets solutions, with about 30 employees and associated institutional client relationships joining BitGo. A Registration Rights Agreement requires BitGo to register the merger consideration shares on a resale shelf, with filing and effectiveness timelines tied to Form S-3 eligibility and SEC review.
BitGo Holdings, Inc. reported very strong top-line growth but a swing to losses in the first half of 2026. Total revenue for the six months ended June 30, 2026 was $8.10 billion, up from $4.19 billion a year earlier, driven primarily by digital asset sales and expanding Stablecoin-as-a-Service and subscription revenue.
Costs closely tracked that growth: digital asset sales cost reached $7.84 billion, and together with staking fees and sponsor fees kept gross margins thin. The company recorded a net loss of $79.7 million versus net income of $12.6 million in the prior-year period, pressured by a $72.6 million net unrealized loss on digital assets, higher operating expenses, and $1.3 million in restructuring charges.
BitGo completed an IPO in January 2026, issuing 11.0 million Class A shares for net proceeds of about $174.0 million, and converting all preferred stock into Class A common stock. Total assets rose to $6.05 billion, including $4.63 billion of cash and equivalents segregated for the benefit of stablecoin holders. Deposits from stablecoin holders increased from $3.31 billion to $4.63 billion, and digital assets held on balance sheet and as collateral also grew materially, underscoring exposure to digital asset price volatility. The board approved a $50.0 million share repurchase program, and the company disclosed ongoing Galaxy merger litigation and a newly filed securities class action, both of which it plans to contest.
BitGo Holdings reported Q2 2026 total revenue of $4.33 billion, up 79.6% year-over-year and 14.7% sequentially, driven mainly by Digital Asset Sales and strong Stablecoin-as-a-Service growth. Direct costs were $4.29 billion, yielding modest gross contribution, while net loss was $19.0 million versus net income of $38.3 million a year earlier and a $60.7 million loss in Q1 2026.
Adjusted EBITDA loss was $4.2 million, compared with a $3.0 million gain in Q2 2025 and a $1.7 million loss in Q1 2026, reflecting margin pressure in Digital Asset Sales and Staking. Clients on the platform rose to 5,833, up 26.2% year-over-year, and Normalized Assets on Platform reached $65.2 billion, up 31.4% year-over-year, while Normalized Assets Staked climbed to $11.9 billion, up 36.1%.
BitGo highlighted actions expected to drive approximately $15 million of annualized cash savings and disclosed a share repurchase authorization of up to $50 million. As of June 30, 2026, the company held $159.0 million in cash, 2,523 company-owned Bitcoin valued at about $147.7 million, and reported no corporate-level debt. The company also announced that Chief Financial Officer Ed Reginelli will resign effective September 15, 2026, remaining in an advisory role during the transition.