{"filings":[{"id":471278,"accession_number":"0001104659-26-062587","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2026-05-15T20:18:32+00:00","items":["2.02","9.01"],"status":"ready","headline":"Binah Capital Q1 2026 net income $1.9M, up 84% YoY; AuM $29.0B, up 12.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $48.7M (flat vs $48.9M); GAAP net income $1.9M (+84%), diluted EPS $0.09 (+125%).","EBITDA $3.3M (+50%), adjusted EBITDA $3.7M (+68%) vs prior-year period.","Assets under management $29.0B as of March 31, 2026, up 12.9% year-over-year.","Gross profit $10.2M, up 18.6% from $8.6M in Q1 2025.","Promoted Christopher Motta to President of World Equity Group subsidiary to accelerate growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":48700000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111253,"accession_number":"0001104659-26-037868","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Binah Capital FY2025 revenue $187.1M (+11%), GAAP net income $2.3M, vs prior-year loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year revenue grew 10.7% to $187.1M; AuM increased 11% to $29.9B.","GAAP net income of $2.3M ($0.04 diluted EPS) vs net loss of $4.6M ($0.39 loss) in 2024.","EBITDA rose to $5.4M from $1.9M; adjusted EBITDA $6.5M vs $6.3M.","Q4 revenue $50.5M (+13.2%); GAAP net income $0.2M ($0.01 EPS) vs Q4 2024 loss of $1.1M.","Gross profit $37.8M for the year, up from $33.7M; operating expenses declined to $35.2M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111252,"accession_number":"0001104659-26-021627","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["3.03","5.02","5.03","9.01"],"status":"ready","headline":"Binah Capital grants CEO 94,828 restricted shares; CFO Shane gets contract extension to 5 years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Craig Gould awarded 94,828 fully vested restricted shares at $2.32/share ($220,000 aggregate value) under 2024 Equity Incentive Plan.","Annual incentive bonuses for FY2025 set at $350,000 each for CEO Gould and CFO David Shane.","CFO Shane's employment agreement amended from three-year to five-year term to align with CEO's term.","Amended Series B Preferred Stock terms allow cash dividends or up to 50% in shares; if senior default, only shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127864,"accession_number":"0001104659-25-117319","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Binah Capital furnishes investor deck for NobleCon21 conference; no financial results disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation dated December 2025 to be presented at NobleCon21 on Dec 4, 2025.","Presentation covers Binah's business model and advisor platform; specific financial data not disclosed in filing.","Filing does not contain new operational metrics, guidance, or material events."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127863,"accession_number":"0001104659-25-111478","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Binah Capital reports Q3 net income $1.8M vs loss $1.2M; revenue up 9.5% to $46.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Nine-month total revenue grew 10% YoY to $137.0M; Q3 revenue rose 9.5% to $46.2M.","AuM rose 11% YoY to $30.0B as of Sept 30, 2025.","Nine-month net income $2.1M vs net loss $3.5M in prior year; Q3 net income $1.8M vs loss $1.2M.","EBITDA increased to $5.8M from $1.0M in the prior-year period.","Operating expenses down to $23.5M from $26.0M, aided by lower non-recurring business combination costs."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":136632000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144631,"accession_number":"0001104659-25-077670","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Binah Capital Q2 revenue up 2% to $42M, EBITDA rises to $1.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $42M, up 2% YoY; gross profit $8.8M, up 21% from $7.3M.","Assets under management grew 11% YoY to $28B.","GAAP net loss of $0.7M, comparable to prior-year period.","EBITDA increased to $1.0M from $0.6M in Q2 2024.","CEO cites sustained momentum and disciplined execution driving growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":90431000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144630,"accession_number":"0001104659-25-066066","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2025-07-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Binah Capital grants CEO Gould options for 600k shares, RSUs, restricted stock; CFO Shane gets 250k options","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Craig Gould receives options to purchase 600,000 shares at $2.04; 1/3 vested Dec 31, 2024, balance monthly through Dec 2026.","Gould also gets 500,000 RSUs vesting in equal installments on first and second anniversaries of June 30, 2025 grant date.","Gould receives 107,843 fully vested restricted shares with aggregate fair value of $220,000 at $2.04 per share.","CFO David Shane receives options for 250,000 shares at $2.04; vesting same as Gould options with retroactive Dec 2024 start."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163024,"accession_number":"0001104659-25-063666","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2025-06-27T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Binah Capital Group shareholders elect two Class I directors and ratify auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["David Crane and Joel Marks elected as Class I directors with over 11.8 million votes each; no votes against.","Ratification of FGMK, LLP as independent auditor for 2025 approved with 12,778,937 votes for, 41,002 against.","Quorum achieved with 12,820,079 shares represented out of 16,602,460 outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163023,"accession_number":"0001104659-25-049619","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Binah Capital Q1 revenue +18% to $49M; net income $1M vs loss; EBITDA $2.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $49M, up 18% YoY; AuM $26B, up 3% YoY.","GAAP net income $1M, compared to net loss of $1.6M in prior year.","EBITDA increased to $2.2M from $(0.0)M; gross profit $8.6M vs $7.8M.","Post-quarter: Bleakley Financial Group joined; Ryan Marcus appointed Chief Business Development & Engagement Officer."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":48936000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":180940,"accession_number":"0001104659-25-029871","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Binah Capital Q4 revenue up 8% to $45M; net loss $1.1M, adjusted EBITDA $2.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue grew 8% year-over-year to $45M in Q4 2024.","GAAP net loss of $1.1M in Q4; adjusted EBITDA rose 43% YoY to $2.0M.","Advisory and brokerage assets under management up 13% YoY to $27B.","Gross profit $8.5M vs $9.0M prior year; operating expenses $9.6M vs $7.8M.","CEO highlights successful refinancing of senior credit facility and robust acquisition pipeline for 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":48936000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":180939,"accession_number":"0001104659-25-011011","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K/A","filed_at":"2025-02-11T23:59:59+00:00","items":["2.01","4.01","9.01"],"status":"ready","headline":"Binah Capital files audited FY2023 financials for Wentworth; revenue $168M, net income $571K; auditor changed to FGMK","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Business combination with Wentworth closed March 15, 2024; audited FY2023/2022 financials and pro forma filed 11 months late.","Wentworth 2023 revenue $168.0M (down 6% YoY from $178.9M); net income $571K (down 37% from $911K).","Auditor dismissed Marcum LLP Feb 5, 2025; appointed FGMK LLC as independent registered public accounting firm.","Goodwill $39.8M, intangible assets $1.6M; notes payable $20.8M (net) and affiliate promissory notes $12.2M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":197811,"accession_number":"0001104659-24-131438","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2024-12-26T23:59:59+00:00","items":["1.01","1.02","2.03","3.03","9.01"],"status":"ready","headline":"Binah Capital enters $20.3M credit agreement with Byline Bank, refinances prior facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$20.3M term loan from Byline Bank, matures December 23, 2029; variable rate based on Term SOFR plus applicable margin.","Proceeds used to repay and terminate existing $25M Oak Street credit facility.","Amended Series A Preferred Stock: dividends may be paid up to 50% in additional shares if no senior default under new credit agreement.","Financial covenants: fixed charge coverage ≥1.20x, senior net leverage ≤3.00x (stepping to 2.75x), annualized revenue from custodians ≥$18M.","Also includes $1M non-revolving loan commitment and letter of credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233226,"accession_number":"0001104659-24-065188","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2024-05-24T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Binah Capital receives Nasdaq notice for late 10-Q but files it same day","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq deficiency notice on May 22, 2024 for missing Q1 2024 Form 10-Q filing.","Had until July 21, 2024 to submit a plan to regain compliance; extension possible until Nov 18, 2024.","Filed the delinquent Form 10-Q on May 24, 2024, potentially curing the non-compliance.","Failure to regain compliance could lead to delisting of BCG common stock and BCGWW warrants.","Press release issued May 24, 2024 to comply with Nasdaq Rule 5810(b) disclosure requirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251356,"accession_number":"0001104659-24-038772","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2024-03-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Binah Capital Group receives Nasdaq approval; trading starts March 27 under BCG and BCGWW","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Approval obtained for listing on Nasdaq Stock Market LLC.","Common stock to trade on Nasdaq Global Market; warrants on Nasdaq Capital Market.","Trading begins March 27, 2024.","Tickers: BCG (common) and BCGWW (warrants).","Prior OTC trading of Kingswood Acquisition Corp. securities ceased March 25, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251353,"accession_number":"0001104659-24-037860","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K/A","filed_at":"2024-03-22T23:59:59+00:00","items":["1.01","2.01","4.01","9.01","3.01","3.02","3.03","5.01","5.02","5.03","5.06"],"status":"ready","headline":"Binah Capital Group completes de-SPAC merger with Wentworth Management; aggregate consideration ~$217M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["PIPE financing of $14.4M from Pollen Street Capital for 1.5M Series A preferred shares at $9.60/share.","Redemptions of 403,066 public shares for ~$5.3M at ~$13.15/share; trust account balance post-close ~$1.05M.","Post-closing capital structure: 16,461,608 common shares, 1.5M Series A preferred, 15,106,550 warrants.","Common stock trades as BCG, warrants as BCGWW on Nasdaq; MHC Securities LLC holds 54.74% of common shares.","Credit agreement amended with Oak Street; Craig Gould and MHC pledge 100% of held common as collateral."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251355,"accession_number":"0001104659-24-037410","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2024-03-21T23:59:59+00:00","items":["1.01","2.01","4.01","9.01","3.01","3.02","3.03","5.01","5.02","5.03","5.06"],"status":"ready","headline":"Binah Capital closes de-SPAC combination with Wentworth; $217M consideration","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Aggregate consideration ~$217M in stock and assumed debt; KWAC public shares redeemed 403,066 for ~$5.3M.","PIPE of 1.5M Series A Preferred to Pollen Street Capital at $9.60/share, gross $14.4M.","Post-closing shares: 16,461,608 common, 1,500,000 Series A preferred, 15,106,550 warrants.","Common stock and warrants begin trading on Nasdaq under BCG and BCGWW.","MHC Securities holds 54.74% of common (9,011,653 shares); CEO Craig Gould holds 1.88%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251354,"accession_number":"0001104659-24-035953","cik":1953984,"company_name":"Binah Capital Group, Inc.","ticker":"BCG","form_type":"8-K","filed_at":"2024-03-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Binah Capital Group launched via merger of KWAC and Wentworth; ~$23B AUM, $208M EV","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Pro forma enterprise value of $208M, AUM of ~$23B, and ~1,900 individuals across 535 offices in 50 states.","Stock begins trading on Nasdaq under BCG; warrants trade as BCGWW.","Craig Gould (former Wentworth President) named CEO; David Shane named CFO; Wentworth's senior team retained.","Four broker-dealers continue under existing brands, offering hybrid, independent RIA, and W2 advisor models.","Company plans to use public capital for strategic M&A and growth initiatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":27568616.094117645,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}