{"filings":[{"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}