Coinbase Global, Inc. filings document regulatory disclosures for a public digital-asset company, including operating and financial results, material events, capital-structure matters, governance, and shareholder voting. Recent 8-K reports cover shareholder letters, exit or disposal cost disclosures, board-composition updates, and the completed change of the company’s state of incorporation to Texas.
The filing record also includes proxy materials addressing director elections, executive compensation, and voting procedures, along with registration-related disclosures for Class A common stock resale activity. These documents describe Coinbase’s public-company obligations, governance framework, and securities structure in the digital-asset sector.
Coinbase Global, Inc. (COIN) reported third-quarter 2026 total revenue of $1.216 billion, versus $1.869 billion a year earlier, and net income of $718.7 million versus $432.6 million. Net revenue was $1.160 billion, including $590.2 million in transaction revenue and $570.2 million in subscription and services revenue. For the first nine months, net revenue was $3.654 billion versus $5.096 billion, and the company recorded a $34.9 million net loss versus $1.927 billion net income.
Third-quarter Adjusted EBITDA was $332.9 million, versus $800.7 million. Assets on Platform were $376.6 billion at September 30, 2026, versus $515.9 billion a year earlier, and quarterly Monthly Transacting Users were 7.4 million versus 9.3 million. Coinbase attributed lower transaction revenue partly to reduced crypto spot trading volumes; higher average USDC balances contributed an $84.6 million increase in quarterly stablecoin revenue, partly offset by a $52.8 million decrease from lower average interest rates.
Under its repurchase program, Coinbase had used $2.0 billion to repurchase 10,169,729 Class A shares, with $2.0 billion remaining as of September 30, 2026, on a settlement-date basis. Its May restructuring reduced the workforce by approximately 700 employees and was substantially completed during the second quarter.
Coinbase Global, Inc. (COIN) reported third-quarter 2026 total revenue of $1,215.6 million, flat quarter over quarter and down 35% year over year. Net income was $718.7 million, versus $432.6 million a year earlier. Adjusted EBITDA, a non-GAAP measure, was $332.9 million, down 58% year over year and up 60% from the prior quarter.
Transaction revenue was $590.2 million, down 44% year over year; subscription and services revenue was $570.2 million, down 20%, and represented 49% of net revenue. Coinbase reported that market-wide crypto spot and derivatives trading volume fell 6% and 11% quarter over quarter, respectively, while crypto asset volatility declined 15%. Coinbase Crypto Trading Volume Market Share grew for a fourth consecutive quarter, and prediction markets exceeded $200 million in annualized revenue.
Cash and cash equivalents were $8.6 billion as of September 30, 2026. Coinbase lowered its 2026 Adjusted Expenses outlook to $4,150 million to $4,300 million and projected Q4 Adjusted Expenses of $1,007 million to $1,157 million. Adjusted Expenses is a non-GAAP measure.
For Coinbase Global, Inc. (COIN), director Marc L. Andreessen reported sales of Class A common shares held of record by the LAMA Community Trust: 13,676 shares on October 1, 2026, at $186.18 per share, and 6,838 shares on October 2, 2026, at $198 per share. Andreessen and his spouse are trustees of the trust. Both sales were made under a Rule 10b5-1 trading plan adopted June 5, 2026, during an open trading window. A separate holding entry lists 2,568 shares held of record by AD Holdings, LLC, where Andreessen is a manager; he disclaims beneficial ownership except to the extent of any pecuniary interest.
Board Member Marc Andreessen is named in a proposed sale of 6,838 Coinbase Global, Inc. (COIN) Class A shares through LAMA Community Trust. The stated aggregate market value is $1,353,924, with an approximate sale date of October 2, 2026; Raymond James and Associates, Inc. is listed as broker.
Coinbase Global, Inc. said Jennifer Jones, its Chief Accounting Officer and principal accounting officer, notified the company on September 29, 2026, of her decision to retire. Jones will continue serving in both roles until they are transitioned to a successor. Coinbase has begun a search for candidates, and Jones will work with her successor to support a smooth transition of responsibilities. Coinbase said her decision was not the result of a disagreement with the company concerning its operations, policies or practices, and expressed gratitude for her contributions.
Coinbase Global, Inc. (COIN) board member Marc Andreessen reported a proposed sale through LAMA Community Trust of 13,676 Class A shares, with an aggregate market value of $2,545,513.88. Raymond James & Associates, Inc. is listed in connection with the proposed sale. The notice also reports that LAMA Community Trust sold 13,676 Class A shares on September 8, 2026, for $2,476,518.91, and 6,838 shares on September 21, 2026, for $1,402,131.90.
Coinbase Global, Inc. Chief Financial Officer Alesia J. Haas reported sales of 39,030 shares of Class A Common Stock on September 21, 2026. The four reported tranches had weighted average sale prices of $203.6671 for 410 shares, $205.1436 for 35,840 shares, $206.4181 for 1,409 shares, and $207.1050 for 1,371 shares. The transactions were made under a Rule 10b5-1 trading plan adopted September 3, 2025, during an open trading window.
LAMA Community Trust, of which Coinbase director Marc L. Andreessen and his spouse are trustees, sold 6,838 shares of Coinbase Global, Inc. Class A common stock on September 21, 2026, at $205.05 per share. The sale was made under a Rule 10b5-1 trading plan adopted June 5, 2026, during an open trading window; the trust held 1,129,486 shares afterward. Separately, AD Holdings, LLC held 2,568 shares; Andreessen, its manager, disclaimed beneficial ownership except to the extent of any pecuniary interest.
Coinbase Global, Inc. (COIN) is the issuer for a planned resale of Class A common stock by Marc Andreessen, acting through LAMA Community Trust. A broker, Raymond James & Associates, Inc., has been designated to sell 6,838 Class A shares, with an indicated aggregate market value of $1,401,790.00, on or after September 21, 2026, under Rule 144 on Nasdaq.
The notice also reports that LAMA Community Trust previously sold 13,676 Class A shares on September 8, 2026 for total proceeds of $2,476,518.91. The shares being sold were received across multiple dates in connection with pro-rata distributions from various Andreessen Horowitz funds and entities for no consideration.
Coinbase Global, Inc. (COIN) received a Form 144 notice from officer Alesia Haas covering a proposed sale of 39,030 shares of common stock through Merrill Lynch on Nasdaq. The notice lists an aggregate market value of $8,010,631.28 and references 222,803,032 shares outstanding as of September 21, 2026.
The shares proposed for sale were acquired by Haas as equity compensation on multiple dates between December 27, 2022 and February 20, 2026, with each acquisition paid in cash.