Every Form 4 that BitGo Holdings, Inc. (BTGO) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BTGO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BTGO filings page.
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. Chief Operating Officer Jody Mettler reported a sale of 97 shares of Class A Common Stock on 2026-08-07. The shares were sold to cover tax withholding obligations arising from the vesting and settlement of restricted stock units through a "sell to cover" transaction. The shares were sold in block trades for multiple security holders at a weighted average price of $5.0154 per share, within a range of $4.96 to $5.07. Following this transaction, Mettler directly holds 38,373 shares of BitGo Holdings, Inc. Class A Common Stock.
BitGo Holdings, Inc. Chief Financial Officer Edward Reginelli reported a small open-market sale of 91 shares of Class A Common Stock on 2026-08-07 at a weighted average price of $5.0154 per share. According to the disclosure, these shares were sold under a "sell to cover" arrangement to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units. Following this transaction, Reginelli beneficially owned 582,398 shares of Class A Common Stock. The shares were sold in block trades for multiple security holders at prices ranging from $4.96 to $5.07 per share.
BITGO HOLDINGS, INC. director and Chief Revenue Officer Fang Chen reported a sale of 234 shares of Class A Common Stock on 2026-08-07 at a weighted average price of $5.0154 per share, with block-trade prices ranging from $4.96 to $5.07. The company states these shares were sold solely to cover tax withholding obligations arising from the vesting and settlement of restricted stock units through a "sell to cover" transaction. After this tax-related sale, Chen directly holds 1,256,924 shares of Class A Common Stock.
BitGo Holdings, Inc. director and CEO Michael Belshe reported selling 38,691 shares of Class A Common Stock on 2026-07-24 at a weighted average price of $4.8887 per share, in block trades used to cover tax withholding from vested restricted stock units, leaving him with 798,464 directly held shares.
BitGo Holdings, Inc. Chief Financial Officer Edward Reginelli reported a sale of 9,021 shares of Class A Common Stock on 2026-07-24. According to the disclosure, the shares were sold solely to cover tax withholding obligations from vesting restricted stock units through a "sell to cover" transaction and executed as block trades at a $4.8887 weighted average price. Following this transaction, Reginelli directly holds 582,489 shares of BitGo common stock.
Horowitz Jeff Peter reported disposition transactions in this Form 4 filing.
BitGo Holdings, Inc. reported that Chief Compliance Officer Jeff Peter Horowitz had phantom stock units, each representing the economic equivalent of one share of Class A common stock, vest on July 22, 2026 and settle for cash on July 24, 2026.
The vestings covered 261 and 782 phantom stock units from two cash-settled restricted stock unit awards. After these transactions, 5,217 and 23,445 units from the respective awards remain scheduled to vest in substantially equal monthly installments through March 1, 2028 and December 18, 2028, contingent on continued service; the awards do not expire but may be canceled before vesting.
BITGO HOLDINGS, INC. CFO Edward Reginelli reported small transactions in Class A Common Stock related to restricted stock unit (RSU) vesting and tax obligations. He sold 185 shares in open-market block trades on June 11, 2026 and July 8, 2026 to cover tax withholding liabilities in connection with RSU vesting, and 263 shares were withheld by the issuer for tax withholding through net settlement of RSUs. Following these transactions, he directly holds 591,510 Class A Common shares.
BITGO HOLDINGS, INC. Chief Operating Officer Jody Mettler reported several small transactions in Class A Common Stock. On July 8, 2026, Mettler executed an open-market sale of 66 shares at a weighted-average price of $4.9737 per share, and on June 11, 2026 sold 79 shares at a weighted-average price of $5.1189 per share. Footnotes state these sales were conducted under a “sell to cover” arrangement to fund tax withholding obligations tied to the vesting and settlement of restricted stock units. Earlier, on April 6, 2026 and May 6, 2026, a total of 218 shares were withheld by the issuer to satisfy tax liabilities related to RSU net settlements. After these transactions, Mettler directly holds 38,470 shares of Class A Common Stock.
Horowitz Jeff Peter reported acquisition or exercise transactions in this Form 4 filing.
BITGO HOLDINGS, INC. Chief Compliance Officer Jeff Peter Horowitz reported compensation-related equity activity involving phantom stock units tied to Class A common stock. On May 22, 2026, a total of 2,084 phantom stock units vested and were settled for cash, representing the economic equivalent of the same number of Class A shares.
Following the transactions, Horowitz directly holds 287,662 shares of Class A common stock. Footnotes state that 5,478 phantom stock units from one award will continue vesting in monthly installments through March 1, 2028, and 24,227 phantom stock units from another award will vest monthly through December 18, 2028, assuming continued service.
BITGO HOLDINGS, INC. director and CEO Michael Belshe reported a routine tax-related share withholding tied to equity compensation. On May 22, 2026, the issuer withheld 21,200 shares of Class A Common Stock at $6.93 per share to cover tax withholding liabilities from the net settlement of restricted stock units. This was not an open‑market sale, but an automatic disposition to satisfy taxes. After this transaction, Belshe directly owned 837,155 shares of Class A Common Stock.
BITGO HOLDINGS, INC. director and Chief Revenue Officer Fang Chen reported a compensation grant of 2,000 shares of Class A Common Stock on March 30, 2026. The Form 4 classifies this as an award-type acquisition with no cash price per share.
A footnote explains the grant is in the form of restricted stock units (RSUs), each representing a contingent right to receive one share of Class A Common Stock as the award vests. Following this grant, Fang Chen directly owns 1,257,158 shares of the company’s Class A Common Stock.
BITGO HOLDINGS, INC. reported that Chief Operating Officer Jody Mettler received new equity awards on March 30, 2026. She was granted a stock option covering 80,000 shares of Class A Common Stock at an exercise price of $7.49 per share, expiring March 29, 2036. She also received two direct grants of Class A Common Stock totaling 8,000 and 5,833 shares, described as restricted stock units that vest under the terms of the award. After these awards, her direct Class A Common Stock holdings increased to 38,833 shares, in addition to the newly granted options.
BITGO HOLDINGS, INC. reported that its CFO, Edward Reginelli, received equity awards in the form of Class A Common Stock. On March 30, 2026, he acquired 5,833 shares and an additional 47,125 shares at a price of $0.00 per share, both classified as grants or awards rather than market purchases.
According to the footnote, these awards are in the form of restricted stock units (RSUs), each representing a contingent right to receive one share of Class A Common Stock, vesting under the terms of the award. Following these grants, Reginelli directly holds 591,958 shares, reflecting routine, compensation-related equity awards rather than open-market trading.
Horowitz Jeff Peter reported acquisition or exercise transactions in this Form 4 filing.
BitGo Holdings, Inc. reported that Chief Compliance Officer Jeff Peter Horowitz received an equity award of 8,333 shares of Class A Common Stock on March 30, 2026. The award was granted as restricted stock units (RSUs), with each RSU representing a contingent right to receive one share of Class A Common Stock as it vests under the award’s terms.
The filing shows this is a compensation-related grant at a stated price of $0.00 per share, not an open-market purchase. After this award, Horowitz directly holds 319,451 shares of BitGo’s Class A Common Stock.
BITGO HOLDINGS, INC. Chief Revenue Officer Fang Chen reported equity compensation awards consisting of restricted stock units and stock options. Chen received 21,667 shares of Class A Common Stock as a grant with no cash paid per share, increasing direct holdings to 1,255,158 shares after the transaction.
Chen was also granted a stock option for 20,000 shares of Class A Common Stock at an exercise price of $7.49 per share, expiring on March 29, 2036. The options vest 25% on March 30, 2027, with the remaining 75% vesting in equal monthly installments thereafter, subject to continued service.
BITGO HOLDINGS, INC. director and CEO Michael Belshe reported a routine tax-related share disposition. On March 23, 2026, 22,426 shares of Class A Common Stock were withheld at $9.82 per share to cover tax liabilities from restricted stock unit settlement. After this withholding, Belshe directly holds 858,355 shares of Class A Common Stock, indicating the event reflects compensation-related tax treatment rather than an open-market sale.
BITGO HOLDINGS, INC. director and CEO Michael Belshe reported a routine tax-related share disposition. On this Form 4/A, the company withheld 119,219 shares of Class A Common Stock at $18.00 per share to cover tax liabilities tied to restricted stock units. After this withholding, Belshe directly owns 880,781 shares of Class A Common Stock.
BitGo Holdings, Inc. executive Jody Mettler reported a sale of company stock. On January 23, 2026, the Chief Operating Officer sold 25,000 shares of Class A Common Stock at a price of $16.74 per share in a direct transaction.
After this sale, Mettler directly beneficially owned 25,000 shares of BitGo Holdings, Inc. Class A Common Stock. No derivative securities transactions were reported in this filing.
BitGo Holdings CFO Edward Reginelli reported a sale of 45,000 shares of Class A Common Stock. The transaction occurred on January 23, 2026 at a price of $16.74 per share and was reported as a sale of non-derivative equity.
After this transaction, Reginelli beneficially owned 539,000 shares of BitGo Holdings Class A Common Stock, held in direct ownership form.
BitGo Holdings, Inc. director and Chief Revenue Officer Fang Chen reported a sale of Class A common stock. On January 23, 2026, Chen sold 250,000 shares at $16.74 per share in a single transaction.
After this sale, Chen directly beneficially owns 1,233,491 shares of BitGo Holdings Class A common stock, according to the filing.
BitGo Holdings director Murray Brian reported a share conversion. On January 23, 2026, he converted 1,675 shares of Series B-3 Preferred Stock into 1,675 shares of Class A Common Stock at a stated price of $0 per share.
After this transaction, he directly owned 3,109 shares of Class A Common Stock. The filing notes that each series of the company’s preferred stock automatically converts into Class A Common Stock upon the closing of BitGo’s initial public offering and has no expiration date.
BitGo Holdings, Inc. Chief Compliance Officer Jeff Peter Horowitz sold 116,007 shares of Class A Common Stock on January 23, 2026 at a price of $16.74 per share.
Following this sale, he directly beneficially owns 311,118 shares of BitGo Holdings Class A Common Stock.
BitGo Holdings (BTGO) insiders reported conversions of preferred stock into Class A common shares in connection with the company’s initial public offering. On January 23, 2026, entities affiliated with the Valor funds converted multiple series of preferred stock into Class A common stock at a conversion price of $0 per share, reflecting the automatic one-for-one conversion that occurred when the IPO closed.
The filing shows Valor-related holders as record owners of the resulting Class A shares, including 9,201,725 Class A shares and several smaller blocks such as 649,193 Class A shares, following these conversions. The preferred stock positions reported in Table II all dropped to zero after being converted into common stock, with no derivative securities remaining from these series.
BitGo Holdings, Inc. major shareholder entities affiliated with Valor reported automatic conversions of preferred stock into Class A common stock on January 23, 2026, coinciding with the closing of BitGo’s initial public offering. Each share of Series Seed, Series B, Series B-3 and Series C-2 Preferred Stock converted into one share of Class A Common Stock with no expiration date.
Following these conversions, Valor-related entities reported direct beneficial ownership positions including 9,201,725, 613,048, 1,736,377, 37,755 and 949,703 shares of Class A Common Stock in separate holdings. The preferred stock positions in these series were reduced to zero as they were fully converted into common shares held of record by Valor Digital Investments, LLC and various Valor Equity Partners funds.
BitGo Holdings, Inc. insider filing shows preferred stock converting into common shares around the company’s initial public offering. Investment entities Redpoint Ventures V, L.P. and Redpoint Ventures V, LLC, both 10% owners, reported automatic conversions of their preferred holdings on January 23, 2026.
The filing lists the conversion of Series A and Series B Preferred Stock into Class A Common Stock on a 1-for-1 basis for no additional consideration, immediately before the IPO closing. Following these conversions, 10,484,516 Class A shares are held directly and 268,432 Class A shares indirectly through Redpoint Associates V, LLC.
BitGo Holdings director Brian P. Brooks reported stock awards tied to the company’s upcoming IPO. He was granted 50,000 shares of Class A common stock on August 15, 2025, followed by an additional 36,000 shares on September 6, 2025, both at a stated price of $0 per share. After these transactions, he beneficially owned 86,000 shares of Class A common stock in total.
The filing explains that these awards occurred before BitGo registered its equity under the Exchange Act in connection with its initial public offering and are being reported under Rule 16a-2(a). The grants are described as restricted stock unit awards acquired through exempt transactions with the company, meaning they are part of equity compensation rather than open‑market purchases.
BitGo Holdings director Justin Evans reported an equity grant connected to the company’s initial public offering. On September 6, 2025, he was awarded 36,000 shares of Class A Common Stock through a restricted stock unit grant, at a stated price of $0 per share, in an exempt transaction with the company. Following this grant, Evans beneficially owned 36,000 Class A shares in direct form. The award occurred before BitGo registered its equity securities under the Exchange Act and is being reported under Rule 16a-2(a).
BitGo Holdings, Inc. director Sunita Parasuraman reported receiving an equity grant linked to the company’s initial public offering. On September 6, 2025, Parasuraman was awarded 36,000 shares of Class A common stock as a restricted stock unit award, reported with transaction code A for an acquisition at a stated price of $0 per share.
The filing notes that this award occurred before BitGo registered its equity under Section 12 of the Exchange Act in connection with its initial public offering and is being reported under Rule 16a-2(a). After this transaction, Parasuraman beneficially owns 36,000 Class A shares, held in direct ownership.
BitGo Holdings, Inc. Chief Operating Officer Jody Mettler exercised stock options for 10,000 Class A shares on July 21, 2025 at an exercise price of $0.21 per share. The option exercise, coded as transaction type “M,” increased Mettler’s directly held Class A Common Stock to 50,000 shares. Following the transaction, Mettler also directly held 155,000 stock options with a $0.21 exercise price.
The filing notes that the transaction occurred before BitGo registered a class of equity securities under Section 12 of the Exchange Act in connection with its initial public offering and is reported under Rule 16a-2(a). The underlying option award vested 25% on April 15, 2024, with the remaining 75% scheduled to vest in equal monthly installments, subject to Mettler’s continued service with the company.
BitGo Holdings, Inc. Chief Compliance Officer Jeff Peter Horowitz reported an administrative share adjustment linked to the company’s initial public offering. On January 21, 2026, he recorded a disposition of 15,885 shares of Class A Common Stock at a reported price of $0.00 per share, coded "D." According to the footnote, this reflects vested restricted stock units that settled in cash upon the effectiveness of the issuer’s IPO, rather than a market sale of stock.
After this transaction, Horowitz directly beneficially owned 427,125 shares of Class A Common Stock. The filing states that the event is being reported pursuant to Rule 16b-3(e), highlighting its nature as a compensatory and technical reporting item tied to equity awards.
Bitgo Holdings CEO Michael Belshe, who is also a director and 10% owner, reported several equity-related transactions in Bitgo Holdings, Inc. Class A and Class B Common Stock. On January 21, 2026, 127,613 shares of Class A Common Stock were withheld at $18 per share to cover tax obligations tied to the net settlement of restricted stock units, leaving 872,387 Class A shares beneficially owned directly.
On various dates in September 2025, Belshe reported multiple transactions coded "J" under which he elected to exchange different series of Bitgo preferred and common stock into Class B Common Stock pursuant to an Equity Exchange Rights Agreement. Each Class B share is convertible into one Class A share. Following these exchanges, he holds Class B both directly and indirectly through a series of family trusts for which he serves as trustee, with individual trust positions including blocks such as 910,489 and 723,589 Class B shares.
BitGo Holdings CFO Edward Reginelli reported equity awards and option exercises in BitGo Holdings, Inc. Class A common stock. On September 17, 2025, he acquired 26,000 shares of Class A common stock at $0 per share through a restricted stock unit award, bringing his holdings to 295,000 shares. On September 25, 2025, he exercised options and acquired an additional 173,000 shares of Class A common stock at an exercise price of $0.21 per share, increasing his direct holdings to 468,000 shares. These transactions relate to stock options with exercise prices of $0.21 per share, including one grant of 125,000 options that is fully vested and another grant of 48,000 options with remaining vesting in monthly installments.