{"filings":[{"id":2529280,"accession_number":"0001740604-26-000056","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-08-27T21:37:33+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"BitGo acquires NYDIG institutional trading business for $42.5M+ in cash/stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: $7M cash plus ~$35.5M in BitGo stock, with $10M and up to $5M cash earn-outs tied to revenue milestones.","Additional employee incentives: $5M RSUs and $5M cash retention awards vesting on second revenue milestone.","About 30 NYDIG employees join BitGo; NYDIG retains power/HPC business with >3 GW pipeline.","Deal closed promptly on Aug 27, 2026; adds derivatives, structured products, and financing capabilities.","Registration Rights Agreement requires filing of resale registration statement for issued shares."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":700394848.4799999,"market_cap_bucket":"not_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":2217277,"accession_number":"0001740604-26-000048","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-08-12T20:18:45+00:00","items":["2.02","9.01","5.02"],"status":"ready","headline":"BitGo Q2 revenue $4.33B (+79.6% YoY) but net loss $19M; CFO resigns; $50M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $4.33B, up 79.6% YoY and 14.7% QoQ; net loss $19.0M vs $38.3M income in Q2 2025.","Adjusted EBITDA loss $4.2M vs +$3.0M a year ago; basic/diluted EPS $(0.16).","CFO Ed Reginelli to resign effective Sept 15, 2026; search for successor underway, advisory role after.","Board authorized $50M share repurchase; cash $159.0M, 2,523 company-owned Bitcoin (~$147.7M).","Normalized Assets on Platform up 31.4% YoY to $65.2B; Staking revenue $64.7M, Stablecoin-as-a-Service $38.8M."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":700394848.4799999,"market_cap_bucket":"not_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":1279197,"accession_number":"0001740604-26-000040","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-06-25T21:20:47+00:00","items":["7.01","9.01"],"status":"ready","headline":"BitGo CEO announces 15% workforce reduction to focus on core growth areas","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Michael Belshe posted on X that BitGo is cutting nearly 15% of staff to sharpen focus on security, trading, stablecoins, settlement, and AI-powered infrastructure.","Affected employees were notified directly by manager and HR prior to the public post.","CEO states the reduction is a one-time action and no further cuts are anticipated.","The layoff reflects a strategic pivot as the crypto financial-services landscape evolves."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":700394848.4799999,"market_cap_bucket":"not_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":1197397,"accession_number":"0001740604-26-000038","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-06-22T21:22:31+00:00","items":["5.02"],"status":"ready","headline":"BitGo CCO Jeffrey Horowitz retires effective June 19, 2026; no successor named","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey Horowitz gave notice of retirement as Chief Compliance Officer on June 18, 2026.","Retirement effective June 19, 2026; not due to disagreement with company operations or policies.","No replacement or interim CCO has been announced in the filing."],"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":700394848.4799999,"market_cap_bucket":"not_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":1093518,"accession_number":"0001740604-26-000035","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-06-17T12:01:43+00:00","items":["8.01","9.01"],"status":"ready","headline":"BitGo announces $50M share repurchase program, ~8% of Class A shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized repurchase of up to $50M of common stock, representing ~8% of Class A shares outstanding.","Program effective immediately with no fixed expiration; may be modified, suspended, or terminated at any time.","Repurchases may be made via open market, private transactions, or Rule 10b5-1 plans.","Company expects to fund repurchases with existing cash and cash equivalents.","CFO Ed Reginelli cited Board confidence in business and long-term trajectory."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":700394848.4799999,"market_cap_bucket":"not_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":68482,"accession_number":"0001740604-26-000028","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-05-13T20:16:39+00:00","items":["2.02","9.01"],"status":"ready","headline":"BitGo Q1 2026: Net loss widens to $60.7M; revenue up 113% to $3.77B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3.77B (+112.6% YoY) but down 38.7% sequentially; net loss $60.7M vs $25.7M loss year ago.","Clients grew 42.0% YoY to 5,569; normalized Assets on Platform up 29.4% YoY to $63B (ex-price impact).","Digital asset sales margin improved to 32 bps from 20 bps prior year; staking take rate improved to 16.1%.","Launched derivatives offering in Q1 with ~$3B notional volume; revenue mix shift from spot to derivatives reduced reported revenue.","Adjusted EBITDA loss $1.7M vs $3.9M gain year ago; CFO cites $3M one-time IPO-related costs."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":700394848.4799999,"market_cap_bucket":"not_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":95117,"accession_number":"0001740604-26-000024","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-04-06T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"BitGo dismisses Crowe LLP as auditor, appoints KPMG for FY2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Crowe dismissed on March 31, 2026; KPMG engaged same day for FY2026 audit.","Crowe's reports for FY2024 and FY2025 were unqualified with no adverse opinions.","No disagreements with Crowe but material weaknesses in internal controls were previously disclosed.","KPMG had no prior consultations with the Company on accounting matters."],"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":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":700394848.4799999,"market_cap_bucket":"not_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":107957,"accession_number":"0001740604-26-000017","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BitGo Q4 revenue $6.2B (+440% YoY), net loss $50M on Bitcoin treasury, adj EBITDA $12.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $6.2B in Q4 2025, up 440% YoY; full year revenue $16.2B, up 424% YoY.","Net loss $50M vs net income $129.4M in prior year; diluted EPS -$1.03 vs $1.07, driven by Bitcoin price declines.","Adjusted EBITDA $12.1M in Q4 (+188% YoY); full year adj EBITDA $32.4M (+904% YoY).","Clients grew 103.5% YoY to 5,322; launched derivatives business in Q1 2026 with ~$3B notional volume.","Became first public federally chartered digital asset firm post-OCC approval; NYSE debut Jan 2026."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":700394848.4799999,"market_cap_bucket":"not_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":107956,"accession_number":"0001740604-26-000007","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BitGo discloses FY2025 executive bonuses; CFO receives $500k cash plus 47,125 RSUs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CFO Edward Reginelli awarded $500,000 cash bonus and 47,125 RSUs vesting over four years for contributions.","FY2025 discretionary bonuses: Chen Fang $685k, Jeff Horowitz $125k, Jody Mettler $87.5k, Edward Reginelli $87.5k.","CEO Michael Belshe total compensation $500,000 salary; no bonus or equity awarded for FY2025.","COO Jody Mettler granted options with grant-date fair value of $156,000.","CFO Reginelli's total FY2025 compensation including salary, bonus, and 401(k) match: $474,806."],"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":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":700394848.4799999,"market_cap_bucket":"not_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":107955,"accession_number":"0001628280-26-003294","cik":1740604,"company_name":"BITGO HOLDINGS, INC.","ticker":"BTGO","form_type":"8-K","filed_at":"2026-01-23T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"BitGo amends charter and bylaws effective upon IPO closing on January 23, 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended and Restated Certificate of Incorporation and Bylaws adopted in connection with IPO closing.","Documents include governance provisions for Class A common stock as described in the January 21, 2026 prospectus.","No financial results or guidance were disclosed in this filing."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":700394848.4799999,"market_cap_bucket":"not_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}