{"filings":[{"id":3099283,"accession_number":"0001876042-26-000279","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-09-25T20:05:16+00:00","items":["5.02","7.01"],"status":"ready","headline":"Circle CFO Jeremy Fox-Geen to step down by Dec 31, 2026; co-founder Sean Neville leaves board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Jeremy Fox-Geen, in the role since May 2021, will serve until the earlier of Dec 31, 2026 or appointment of a successor; search underway with an executive search firm.","Separation package: $1,050,000 cash paid monthly over 12 months, two extra months of RSU vesting, and a 12-month extension of the post-termination option exercise period.","During transition he keeps his $500,000 base salary and 2026 bonus target of 110% of base; agreement imposes a 12-month non-compete and 24-month non-solicitation/non-hire.","Co-founder P. Sean Neville resigned from the board effective Sept 25, 2026 after serving since 2016 for personal reasons; board size cut from eight to seven directors.","Press release credits Fox-Geen with building the finance organization and helping lead Circle's $1.2 billion IPO; CEO Jeremy Allaire praised his financial leadership."],"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":26306801557.831158,"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":2999836,"accession_number":"0001876042-26-000276","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-09-22T10:54:27+00:00","items":["8.01"],"status":"ready","headline":"Circle expands Binance pact, raises $100M via 1.24M share sale","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Expanded Binance partnership: 5-year term, monthly incentive fee based on USDC held through Circle Modular Smart Contract Wallet.","Binance to promote USDC on platform; new deal supersedes Nov 2024 and Aug 2025 agreements.","Circle issued 1,237,011 Class A shares to Binance at $80.84/share for $100M gross proceeds (discount to market).","Binance locked up from selling/hedging Subscribed Shares for 2 years, with customary exceptions."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":26306801557.831158,"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":2723440,"accession_number":"0001876042-26-000267","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-09-08T10:04:21+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Circle agrees to acquire Tazapay for $400M in stock to expand cross-border payments and USDC adoption","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition price $400M in Circle Class A shares, with 5% and 3% indemnity holdbacks.","Tazapay has $25B annualized payment volume, 60+ banking/fintech partners, 100+ payout markets.","~60% of Tazapay volume already uses stablecoins; deal expected to close 2027, subject to MAS approval.","Circle will grant $25M in incentive RSUs to Tazapay employees; no customer disruption expected."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":26306801557.831158,"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":2060397,"accession_number":"0001876042-26-000246","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-08-05T10:12:18+00:00","items":["2.02","9.01"],"status":"ready","headline":"Circle Q2 revenue $701M (+7% YoY); net income $48M; USDC circulation $73.3B; OCC trust bank approved","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue and reserve income $701M (+7% YoY); net income from continuing ops $48M vs. loss of $482M in Q2'25.","Adjusted EBITDA $143M (+8% YoY); USDC in circulation $73.3B (+19% YoY); USDC onchain volume $14.8T (+151% YoY).","Received OCC approval for national trust bank (Circle National Trust) and NYDFS approval for Circle New York Trust.","Arc mainnet launch set for Sept 16, 2026; founding validators include BlackRock, DTCC, Mastercard, Visa, and others.","CPN annualized transaction volume $14.7B (+76% QoQ); 175 financial institutions enrolled (+29% QoQ)."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":26306801557.831158,"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":1417156,"accession_number":"0001876042-26-000205","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-07-02T21:03:03+00:00","items":["8.01"],"status":"ready","headline":"Circle Internet Group sells 67.5M ARC tokens at $0.30, raising ~$20.25M in private placement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Token purchase agreements with institutional investors for 67.5M ARC tokens at $0.30 each.","Gross proceeds ~$20.25M; fully diluted network valuation $3B.","Lock-up: no sales for at least 1 year after transition to PoS, additional restrictions up to 4 years.","Repayment rights if tokens not delivered or network transition not completed by May 8, 2028.","Private placement exempt under Section 4(a)(2) and Rule 506(c)."],"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":26306801557.831158,"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":1029476,"accession_number":"0001876042-26-000192","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-06-12T21:01:31+00:00","items":["5.02"],"status":"ready","headline":"Director Rajeev Date resigns; Craig Broderick appointed Lead Independent Director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rajeev Date resigned from the Board effective June 12, 2026 for personal reasons.","Date served as Lead Independent Director since Nov 2024; departure is part of orderly Board refreshment.","Board size reduced from nine to eight directors.","Craig Broderick, a Board member since June 2023, appointed as new Lead Independent Director effective same date."],"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":26306801557.831158,"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":501316,"accession_number":"0001876042-26-000159","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-05-18T21:04:45+00:00","items":["5.07"],"status":"ready","headline":"Circle Internet Group stockholders elect directors and approve executive compensation at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jeremy Allaire re-elected with 141,019,305 votes for, Craig Broderick with 141,175,675, and P. Sean Neville with 130,218,145.","Advisory vote on named executive officer compensation approved with 144,019,384 votes for, 1,267,823 against.","Stockholders favored holding future advisory votes on executive compensation every one year (144,874,849 votes for one year).","Ratification of Deloitte & Touche LLP as independent auditor for 2026 approved with 201,551,710 votes for, 154,559 against."],"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":0.15,"market_cap_usd":26306801557.831158,"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":96477,"accession_number":"0001876042-26-000148","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-05-11T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Circle Q1 revenue +20% to $694M; announces $222M ARC token presale","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue and reserve income $694M (+20% YoY); net income $55M (-15%); adjusted EBITDA $151M (+24%).","USDC in circulation $77.0B (+28% YoY); onchain transaction volume $21.5T (+263%).","ARC token presale raises ~$222M at $0.30/token from a16z, Apollo, BlackRock, others; fully diluted valuation $3B.","Lock-up: 1 year after PoS transition, with additional restrictions up to 4 years; repayment rights if transition not by May 2028.","Agent Stack launched with CLI, Agent Wallets, Marketplace; CPN annualized volume $8.3B; Managed Payments for institutions."],"consensus_eps_estimate":null,"consensus_eps_actual":0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":694133000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":26306801557.831158,"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":110411,"accession_number":"0001876042-26-000078","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Circle appoints Microsoft executive Kirk Koenigsbauer to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kirk Koenigsbauer appointed to Circle's Board, effective March 16, 2026, as a Class III director.","He serves as President & COO of Microsoft's Experiences and Devices Group, overseeing Microsoft 365 and Copilot.","Koenigsbauer will join the Compensation Committee and Risk Committee.","He brings over 30 years of experience in enterprise software, cloud platforms, and security businesses.","Board size increased to nine directors; Koenigsbauer is independent under NYSE rules."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":26306801557.831158,"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":110410,"accession_number":"0001876042-26-000032","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Circle Q4 revenue $770M (+77% YoY), net income $133M; FY25 revenue $2.7B (+64%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $770M (+77% YoY); net income from continuing ops $133M vs prior year loss.","Adjusted EBITDA Q4 $167M (+412% YoY); FY25 adjusted EBITDA $582M (+104%).","USDC in circulation $75.3B at year-end (+72%); USDC onchain transaction volume Q4 $11.9T (+247%).","FY25 net loss from continuing ops $70M due to $424M stock-based comp from IPO; FY24 income $157M.","Arc testnet on track for 2026 mainnet; CPN $5.7B annualized TPV; conditional OCC national trust charter."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":2746642000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":26306801557.831158,"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":126997,"accession_number":"0001876042-25-000045","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Circle Q3 revenue $740M (+66% YoY); net income $214M (+202%); USDC circulation $73.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue and reserve income $740M, up 66% YoY; net income $214M, up 202%.","Adjusted EBITDA $166M (+78%); margin 57% (+737bps).","USDC in circulation $73.7B at quarter end, up 108% YoY; average circulation $67.8B.","Arc public testnet launched with over 100 companies; Circle exploring native Arc token.","Circle Payments Network: 29 FIs enrolled, 55 under review, 500 in pipeline."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":1976410000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":26306801557.831158,"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":143791,"accession_number":"0001876042-25-000014","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2025-09-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Circle Internet director David Orfao resigns; board reduces to 8 members","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Orfao resigned from the Board effective September 17, 2025.","Resignation was not due to any disagreement with the company.","Board size reduced from nine to eight directors effective immediately."],"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":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":26306801557.831158,"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":143790,"accession_number":"0001628280-25-039749","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Circle reports Q2 revenue + reserve income up 53% to $658M, adjusted EBITDA up 52% to $126M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue and reserve income $658M (+53% YoY); net loss $482M due to $591M IPO-related non-cash charges (stock comp $424M).","Adjusted EBITDA $126M (+52% YoY), margin 50% (up 463 bps).","USDC in circulation $61.3B (+90% YoY); further grew to $65.2B as of Aug 10, 2025.","Completed $1.2B IPO in June, selling 39.1M shares at $31; net proceeds $583M.","Launched Circle Payments Network and Arc Layer-1 blockchain; partnerships with Binance, Corpay, FIS, Fiserv, OKX."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":1236651000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":26306801557.831158,"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":143789,"accession_number":"0001876042-25-000004","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Circle Internet Group appoints Adam Selipsky to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Adam Selipsky, former CEO of Amazon Web Services, appointed to Circle's Board effective July 21, 2025.","Board size increased to nine; Selipsky appointed to Audit and Strategy Committees as Class III director.","Selipsky held executive roles at AWS, Tableau, and brings expertise in scaling internet platform infrastructure.","He served on the DHS AI Safety Board and led Tableau through its acquisition by Salesforce.","No related-party transactions requiring disclosure under Item 404(a) of Regulation S-K."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":26306801557.831158,"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":162055,"accession_number":"0000950103-25-007107","cik":1876042,"company_name":"Circle Internet Group, Inc.","ticker":"CRCL","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"Circle Internet Group completes $31/share IPO, raises $458.8M gross proceeds","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offered 34M shares of Class A common stock at $31.00/share on June 6, 2025.","Company sold 14.8M shares; selling stockholders sold 19.2M shares; company received $458.8M gross.","Amended charter and bylaws became effective upon IPO closing; stock trades on NYSE under CRCL.","Proceeds from selling stockholders did not go to the company."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":26306801557.831158,"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}