BigBear.ai Holdings, Inc. (BBAI-WT)

Insider Trading Filed: 2026-05-08

Key Insights

Director Dorothy D. Hayes sold 15,000 shares of BBAI common stock on 05/08/2026 at $4.105 per share, generating approximately $61,575 in proceeds, suggesting potential concerns about near-term valuation or personal liquidity needs.
Following the sale transaction, Hayes maintains beneficial ownership of 204,150 shares, indicating continued material stakes in the company and alignment with long-term shareholder interests despite the recent disposition.
The sale was executed through an attorney-in-fact (Sean Ricker), which is a routine administrative practice but requires verification that the transaction complies with company insider trading policies and Rule 10b5-1 guidelines.

Quarterly Report Filed: 2026-05-05

Key Insights

BigBear.ai completed the CargoSeer acquisition on January 16, 2026, adding technology-based intangible assets and customer relationships to the balance sheet, indicating strategic expansion into supply chain visibility solutions.
The company recognized employee severance liabilities during Q1 2026, suggesting recent workforce restructuring that may impact near-term operating expenses but could improve future margin efficiency.
Multiple warrant and convertible note derivative instruments are being fair-valued using Level 3 inputs (unobservable market data), creating potential volatility in reported earnings from non-cash valuation adjustments.
The filing shows complex capital structure with redeemable warrants, convertible debt instruments (2026 and 2029 notes), and equity conversions, indicating aggressive financing activities but also elevated dilution risk to existing shareholders.

Current Report Filed: 2026-05-05

Key Insights

BigBear.ai announced Q1 2026 financial results on May 5, 2026, indicating the company continues to report quarterly performance metrics to investors and regulatory authorities.
The filing references a press release (Exhibit 99.1) containing detailed financial results, but the actual earnings data, revenue figures, and guidance are not included in the 8-K itself, limiting ability to assess operational performance from this document alone.
The company maintains dual securities trading on NYSE (BBAI common stock and BBAI.WS warrants), with warrants exercisable at $11.50, indicating ongoing capital structure complexity that investors should monitor.

Current Report Filed: 2026-04-22

Key Insights

Stockholders approved a doubling of authorized common shares from 500M to 1B, passing with 81.3% support (231.1M for vs 53M against), enabling significant future capital raising or strategic initiatives.
The special meeting was reconvened after initial adjournment on December 1, 2025, suggesting prior procedural or quorum issues that required resolution over a 4.5-month period.
Strong quorum participation of 60.61% indicates solid shareholder engagement and support for management's capital structure expansion plans.
The increased authorized share capacity provides flexibility for future equity financing, acquisitions, or warrant/option exercises without immediate shareholder re-approval, reducing near-term governance constraints.

Insider Trading Filed: 2026-04-01

Key Insights

Carolyn Blankenship, the General Counsel and Secretary of BigBear.ai Holdings, Inc., sold 19,255 shares of common stock on March 31, 2026 and April 1, 2026 to cover tax withholding obligations on vesting of restricted stock units.
Blankenship's total beneficial ownership of BigBear.ai shares decreased from 791,642 to 777,993 as a result of these transactions.
The transactions occurred at prices of $3.04 and $3.52 per share, indicating some recent declines in the stock price.

Insider Trading Filed: 2026-04-01

Key Insights

The reporting person, Kevin McAleenan, who is the Chief Executive Officer and a Director of BigBear.ai Holdings, Inc., has disposed of 22,392 and 39,424 shares of the company's common stock on March 31, 2026 and April 1, 2026, respectively, to satisfy tax withholding obligations on the vesting of restricted stock units.
The reporting person's beneficial ownership of the company's common stock has decreased from 1,491,494 shares to 1,452,070 shares as a result of the reported transactions.
The transactions were executed at prices of $3.04 and $3.52 per share, respectively.

Insider Trading Filed: 2026-04-01

Key Insights

The reporting person, Sean Ricker, who is the Chief Financial Officer of BigBear.ai Holdings, Inc., has disposed of a total of 14,989 shares of the company's common stock through two separate transactions on March 31, 2026 and April 1, 2026.
The dispositions were made to satisfy tax withholding obligations on the vesting of restricted stock units, indicating that the reporting person is actively managing their equity compensation.
The reporting person still holds a significant number of 619,256 shares of the company's common stock, suggesting continued alignment with shareholders.

Insider Trading Filed: 2026-03-27

Key Insights

Sean Ricker, the Chief Financial Officer of BigBear.ai Holdings, Inc., has acquired 122,107 shares of the company's common stock through a restricted stock unit (RSU) grant, increasing his beneficial ownership to 634,245 shares.
The RSUs vest over time, with 25% vesting on March 26, 2027 and the remaining 75% vesting in equal quarterly installments through December 31, 2029, subject to Ricker's continued employment.
The insider acquisition of a significant number of shares by the CFO suggests a positive outlook on the company's future and aligns Ricker's interests with those of other shareholders.

Insider Trading Filed: 2026-03-27

Key Insights

Carolyn Blankenship, the General Counsel and Secretary of BigBear.ai Holdings, Inc., has acquired 125,923 shares of the company's common stock, indicating potential insider confidence in the company's prospects.
The restricted stock units (RSUs) granted to Blankenship vest over time, aligning her incentives with long-term shareholder value creation.
The timing of the insider transaction, occurring in March 2026, may provide useful insights into the company's near-term business outlook and management's growth expectations.

Insider Trading Filed: 2026-03-27

Key Insights

The reporting person, Kevin McAleenan, who is the Chief Executive Officer of BigBear.ai Holdings, Inc., acquired 290,730 shares of the company's common stock on March 26, 2026. This indicates the CEO's confidence in the company's future prospects.
The shares acquired by the CEO are in the form of restricted stock units (RSUs), which vest over time, aligning his incentives with long-term shareholder value creation.
The vesting schedule of the RSUs, with 25% vesting in the first year and the remaining 75% vesting over the next three years, suggests a focus on sustained performance and long-term growth.

Insider Trading Filed: 2026-03-16

Key Insights

The reporting person, Pamela Joyce Braden, who is a director of BigBear.ai Holdings, Inc. (BBAI), sold 80,000 shares of the company's common stock on March 16, 2026 at a price of $4 per share.
The sale represents a decrease in Braden's direct beneficial ownership of the company's common stock from 588,687 shares to 508,687 shares.
Insider selling can be an indicator of the insider's views on the company's future prospects, so this transaction may warrant further investigation by investors.

Insider Trading Filed: 2026-03-06

Key Insights

The reporting person, Dorothy D. Hayes, sold 17,000 shares of BigBear.ai Holdings, Inc. (BBAI) common stock on March 6, 2026 at a price of $3.98 per share.
After the transaction, Hayes still beneficially owns 219,150 shares of the company's common stock.
The sale of shares by an insider, especially a director, could signal their reduced confidence in the company's prospects.

Annual Report Filed: 2026-03-02

Key Insights

BigBear.ai Holdings, Inc. (BBAI-WT) filed its 10-K report for fiscal year 2025, providing an overview of the company's financial performance and key events.
The report highlights the company's acquisition of AskSage, a key strategic move, as well as the Pangiam acquisition in the prior year.
The company reported significant investments in software development and employee severance costs, which may impact future profitability.

Current Report Filed: 2026-03-02

Key Insights

The company announced its financial results for the quarter and year ended December 31, 2025, which could provide insight into the company's recent performance and future outlook.
The filing does not mention any material agreements, leadership changes, or other significant events, suggesting this may be a routine quarterly earnings report.
With no further details provided, additional context would be needed to fully assess the significance of this filing for investors.

Insider Trading Filed: 2026-02-04

Key Insights

The CEO of BigBear.ai Holdings, Inc. (BBAI-WT) has disposed of 48,691 shares of common stock to satisfy tax withholding obligations on vesting of restricted stock units.
The CEO's remaining beneficial ownership of the company's common stock is 1,165,294 shares, indicating continued significant ownership stake.
This transaction appears to be a routine share disposition to cover tax liabilities and does not necessarily signal any broader change in the CEO's investment or outlook on the company.

Current Report Filed: 2026-01-02

Key Insights

BigBear.ai Holdings, Inc. is calling for redemption of all outstanding 6.00% Convertible Senior Secured Notes due 2029, providing an opportunity for holders to convert their notes into common stock.
The conversion rate for notes called for redemption will be increased from 281.4491 to 305.5254 shares of common stock per $1,000 principal amount, potentially benefiting note holders.
The company expects that most note holders will convert their notes before the redemption date, but it will be required to pay the redemption price for any notes that are not converted.

Insider Trading Filed: 2026-01-02

Key Insights

Carolyn Blankenship, the General Counsel and Secretary of BigBear.ai Holdings, Inc., disposed of 5,945 shares of common stock to satisfy tax withholding obligations on vesting of restricted stock units.
Blankenship continues to hold a significant stake of 650,257 shares in the company, indicating her ongoing commitment to the organization.
The transaction occurred on December 31, 2025, suggesting Blankenship's confidence in the company's long-term prospects.

Insider Trading Filed: 2026-01-02

Key Insights

The reporting person, Kevin McAleenan, who is the Chief Executive Officer of BigBear.ai Holdings, Inc., disposed of 4,663 shares of common stock to satisfy tax withholding obligations on the vesting of restricted stock units.
This transaction reduces McAleenan's direct beneficial ownership of BigBear.ai common stock to 1,213,985 shares, indicating his continued alignment with the company as a key executive.
The transaction was executed on December 31, 2025, suggesting routine tax planning and portfolio management activities by the CEO.

Insider Trading Filed: 2026-01-02

Key Insights

The reporting person, Sean Ricker, the Chief Financial Officer of BigBear.ai Holdings, Inc., has disposed of 6,625 shares of the company's common stock to satisfy tax withholding obligations on the vesting of restricted stock units.
The reported transaction occurred on December 31, 2025, indicating the routine nature of the insider's trading activity.
The reporting person still holds a significant number of shares (480,864) in the company, suggesting continued alignment with shareholder interests.

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