BIRD Allbirds, Inc.

CIK 0001653909 48 ready 8-Ks latest July 1, 2026, 4:59 PM ET RSS · JSON

Activity: ELEVATED 5 filings / 30d vs 2 baseline Risk accumulating: repeated leadership change (3)

Ready 8-Ks 48

Latest filing July 1, 2026, 4:59 PM ET

Top materiality 0.90

Event mix earnings ×16 · other_material ×11 · leadership ×8

Sentiment 6 pos · 14 neg · 28 neu

Latest earnings reported 2025-Q3

Executive change recent →

SHENANIGAN SCORE 2 / 7 see the board

Recent 8-K filings for BIRD

Highest-materiality recent filing

Allbirds pivots to GPU infrastructure; sells footwear business, secures $50M convertible note facility

April 24, 2026, 7:59 PM ET other material materiality 0.90 neutral item 1.01 item 2.03 item 3.02 item 7.01 item 8.01 item 9.01 ◈ Material Agreements ×2◈ Equity Issuances

Enters A&R Securities Purchase Agreement for up to $50M senior secured convertible notes at 12% interest, 5% OID.
Initial tranche of $5.25M; proceeds to fund purchase of NVIDIA Blackwell GPUs via subsidiary for compute leasing.

Read filing →

July 1, 2026, 4:59 PM ET leadership materiality 0.30 neutral item 5.02

Smartbird director Ravi Thanawala resigning July 14 to become CFO at American Eagle

Director Ravi Thanawala resigned from the Board, effective July 14, 2026.
June 17, 2026, 8:10 AM ET other material materiality 0.85 neutral item 1.01 item 5.02 item 5.03 item 7.01 item 9.01 ◈ executive_change ×2

Allbirds rebrands as Smartbird, appoints AI CEO Nadia Carlsten, ups convertible note to $100M

Nadia Carlsten appointed President, CEO and director effective June 18, replacing Joe Vernachio (resigns June 19).
June 15, 2026, 4:01 PM ET M&A materiality 0.85 positive item 2.01 item 8.01 item 9.01 ◈ M&A Transactions

Allbirds closes $40.7M sale of footwear business to American Exchange Group; declares special dividend

Closed asset sale of footwear business on June 9, 2026 for $40.7M cash; $3M placed in escrow for 60 days.
June 11, 2026, 4:46 PM ET other material materiality 0.75 negative item 8.01 item 9.01

Allbirds upsizes ATM equity offering by $48.1 million, potential dilution for shareholders

Company increased ATM offering capacity by $48.1 million under existing sales agreement with Chardan.
June 10, 2026, 4:02 PM ET debt materiality 0.50 neutral item 3.02 item 9.01 ◈ Equity Issuances

Allbirds sells $5M in convertible notes under previously disclosed $50M facility

Sold $5.0M aggregate principal amount of senior secured convertible notes on June 4, 2026.
June 4, 2026, 4:07 PM ET M&A materiality 0.70 neutral item 5.07 item 9.01 ◈ Shareholder Votes ×4

Allbirds stockholders approve asset sale to Allbirds IP LLC at special meeting

Proposal 1 (Asset Sale) approved with 26,898,792 votes for, 28,059 against, 8,162 abstained.
May 28, 2026, 5:03 PM ET debt materiality 0.70 negative item 1.01 item 2.03 item 9.01 ◈ Debt Financings ×3◈ Material Agreements

Allbirds amends credit agreement: revolver cut to $44.2M, adds $5.8M term loans

Third Amendment reduces revolving commitments from $50M to $44.2M.
May 20, 2026, 4:11 PM ET leadership materiality 0.45 neutral item 5.02 ◈ executive_change

Allbirds co-founder Joseph Zwillinger resigns from board effective May 18, 2026

Joseph Zwillinger, co-founder of Allbirds' footwear business, resigned as director.
April 29, 2026, 7:59 PM ET other material materiality 0.45 neutral item 1.01 item 1.02 item 9.01 ◈ Material Agreements ×2

Allbirds enters new ATM equity distribution agreement; terminates prior TD facility

New at-the-market sales agreement with Chardan Capital Markets for Class A common stock.
April 24, 2026, 7:59 PM ET other material materiality 0.90 neutral item 1.01 item 2.03 item 3.02 item 7.01 item 8.01 item 9.01 ◈ Material Agreements ×2◈ Equity Issuances

Allbirds pivots to GPU infrastructure; sells footwear business, secures $50M convertible note facility

Enters A&R Securities Purchase Agreement for up to $50M senior secured convertible notes at 12% interest, 5% OID.
April 21, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01 ◈ Earnings Releases

Allbirds Q1 preliminary: revenue $22.3M, net loss $19.6M, EBITDA -$16.1M, cash $14.4M

Net revenue $22.3M (+/-$1M); gross margin 27.8% (+/-450bps).
April 20, 2026, 7:59 PM ET other material materiality 0.90 neutral item 1.01 item 2.03 item 3.02 item 7.01 item 8.01 item 9.01 ◈ Material Agreements ×3◈ Debt Financings ×2

Allbirds executes $50M convertible facility, plans pivot to AI compute infrastructure

$50M convertible financing facility with institutional investor; initial $3.25M close, up to $44.75M additional tranches.
April 15, 2026, 7:59 PM ET M&A materiality 0.75 positive item 1.01 ◈ Material Agreements

Allbirds secures support agreements from holders of ~71% voting power for asset sale

Support agreements cover ~71% of voting power (as of Feb 28, 2026) from Maveron, founders, and board members.
March 31, 2026, 7:59 PM ET M&A materiality 0.90 neutral item 1.01 item 8.01 item 2.03 item 7.01 item 9.01 ◈ Material Agreements

Allbirds enters $39M asset sale with American Exchange Group; plans dissolution

Sells substantially all IP, inventory, and other assets for $39M cash to AXNY.
January 28, 2026, 6:59 PM ET other material materiality 0.70 neutral item 8.01 item 9.01

Allbirds to close all US full-price retail stores by end of February 2026

Closing all 9 remaining full-price U.S. stores by end of Feb 2026; shifting focus to e-commerce, wholesale, and international distributorships.
November 6, 2025, 6:59 PM ET earnings materiality 0.60 neutral item 2.02 item 9.01

Allbirds Q3 revenue $33.0M (-23.3% YoY), net loss $20.3M, adj EBITDA loss $15.7M

Net revenue $33.0M, down 23.3% YoY; gross margin 43.2% (-120bps).
October 31, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 item 7.01 item 9.01

Allbirds appoints Lily Yan Hughes as independent director to its board

Appointed effective October 31, 2025; serves as Class I director standing for reelection at 2028 annual meeting.
September 8, 2025, 7:59 PM ET regulatory materiality 0.35 neutral item 3.01 item 5.02

Allbirds loses Nasdaq independent-director compliance after board resignation

Director Ann Freeman resigns effective Sept 8, 2025 to become President of Foot Locker, North America.
August 7, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01

Allbirds Q2 net revenue $39.7M (-23.1% YoY); net loss $15.5M, guides FY revenue lower

Net revenue $39.7M, at high end of guidance but down 23.1% YoY; gross margin fell 980 bps to 40.7%.
July 1, 2025, 7:59 PM ET other material materiality 0.70 positive item 1.01 item 1.02 item 2.03 item 7.01 item 9.01 ◈ Debt Financings

Allbirds secures $75M credit facility and $50M ATM equity program

New $50M asset-based revolving credit facility with $25M accordion (total $75M), replacing prior $50M facility maturing April 2026.
June 10, 2025, 7:59 PM ET other material materiality 0.10 neutral item 5.07

Allbirds stockholders elect Ann Freeman as director, ratify Deloitte & Touche as auditor

Ann Freeman elected as Class I director with 25,332,484 votes for, 855,466 withheld, and 1,846,063 broker non-votes.
May 8, 2025, 7:59 PM ET earnings materiality 0.60 neutral item 2.02 item 9.01

Allbirds Q1 net revenue $32.1M, down 18.3%; reiterates FY2025 outlook

Q1 net revenue $32.1M, down 18.3% YoY; net loss $21.9M ($2.73/sh).
April 24, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 ◈ executive_change

Allbirds director Neil Blumenthal will not stand for reelection at 2025 Annual Meeting

Neil Blumenthal has served on the Board since August 2018 and currently sits on the Management Compensation and Leadership Committee.
March 11, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 9.01

Allbirds Q4 revenue down 22%; net loss $25.7M; full-year $189.8M; 2025 guidance

Q4 net revenue $55.9M (-22.4% YoY); net loss $25.7M ($3.23/share); adjusted EBITDA loss $19.2M.
November 6, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01

Allbirds Q3 net revenue falls 24.9% to $43M, net loss $21.2M; provides updated FY outlook

Q3 net revenue $43.0M (-24.9% YoY); within guidance range.
August 30, 2024, 7:59 PM ET other material materiality 0.55 neutral item 3.03 item 5.03 item 7.01 item 8.01 item 9.01

Allbirds announces 1-for-20 reverse stock split to regain Nasdaq compliance

Reverse split at 1-for-20 ratio, effective 5 p.m. EDT on Sept 4, 2024; post-split trading begins Sept 5.
August 15, 2024, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 item 5.07 item 7.01 item 9.01 ◈ executive_change ×2

Allbirds appoints Ravi Thanawala to board; shareholders approve reverse stock split

Director Mandy Fields resigns effective Sept 10, 2024; no disagreement with the company.
August 7, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01

Allbirds Q2 revenue down 26.8% to $51.6M; gross margin improves 770 bps to 50.5%

Net loss of $19.1M ($0.12/share) vs $28.9M loss a year ago; adjusted EBITDA loss of $13.7M.
June 11, 2024, 7:59 PM ET other materiality 0.10 neutral item 5.07

Allbirds stockholders elect three Class III directors and ratify Deloitte as auditor

Class III directors Dick Boyce, Timothy Brown, and Mandy Fields elected with overwhelming votes for.
May 8, 2024, 7:59 PM ET earnings materiality 0.72 negative item 2.02 item 9.01 ◈ Earnings Releases

Allbirds Q1 net revenue down 27.6% to $39.3M; net loss $27.3M

Net revenue $39.3M, down 27.6% YoY; gross margin improved 680 bps to 46.9%.
April 8, 2024, 7:59 PM ET regulatory materiality 0.70 negative item 3.01 item 7.01 item 9.01 ◈ Listing & Compliance Notices

Allbirds receives Nasdaq delisting notice for bid price below $1.00

Notice on April 2, 2024; closing bid price below $1.00 for 30 consecutive days.
March 12, 2024, 7:59 PM ET leadership materiality 0.75 negative item 2.02 item 5.02 item 9.01 ◈ executive_change ×3◈ Earnings Releases ×2

Allbirds appoints new CEO as Q4 net revenue falls 14.5%; net loss $56.8M

CEO Joey Zwillinger steps down March 15; COO Joe Vernachio appointed CEO and to Board.
November 8, 2023, 6:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01 ◈ Earnings Releases

Allbirds Q3 revenue down 21% to $57.2M; net loss widens to $31.6M

Net revenue $57.2M, -21.2% YoY; net loss $31.6M ($0.21 per share) vs $25.2M a year ago.
August 21, 2023, 7:59 PM ET other materiality 0.10 neutral item 5.03 item 9.01 ◈ Governance Changes

Allbirds amends bylaws to update advance notice and proxy solicitation rules

Board adopted bylaw amendments effective August 17, 2023, including new Rule 14a-19 compliance requirements.
August 8, 2023, 7:59 PM ET earnings materiality 0.65 negative item 2.02 item 9.01

Allbirds Q2 revenue $70.5M, down 9.8% YoY; net loss $28.9M; Q3 guidance issued

Net revenue $70.5M (down 9.8% YoY but up 3.8% vs Q2 2021); gross margin improved to 42.8% from 36.1%.
June 13, 2023, 7:59 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×2

Allbirds stockholders elect Levitan and Zwillinger as Class II directors, ratify Deloitte as auditor

Dan Levitan elected with 510.1M votes for, 33.9M withheld; Joseph Zwillinger with 532.4M for, 11.6M withheld.
May 9, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 5.02 item 9.01 ◈ Earnings Releases◈ executive_change

Allbirds Q1 net revenue down 13.4% to $54.4M, net loss $35.2M; Co-CEO Timothy Brown steps down

Net revenue $54.4M, down 13.4% YoY; net loss $35.2M ($0.23 per share) vs $21.9M loss in Q1 2022.
April 27, 2023, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 ◈ executive_change

Allbirds director Emily Weiss will not stand for reelection at 2023 annual meeting

Emily Weiss notified Allbirds she will not stand for reelection at the 2023 Annual Meeting of Stockholders.
April 19, 2023, 7:59 PM ET debt materiality 0.60 neutral item 1.01 item 9.01 ◈ Material Agreements

Allbirds amends credit facility: commitment to $50M, maturity extended to 2026, margin up 50bps

Committed amount under revolving credit facility increased from $40M to $50M; uncommitted incremental capacity raised from $35M to $50M.
March 9, 2023, 6:59 PM ET other material materiality 0.80 negative item 2.02 item 5.02 item 7.01 item 9.01 ◈ Earnings Releases ×2◈ executive_change ×2

Allbirds Q4 revenue down 13% to $84.2M, net loss $24.9M; CFO Bufano resigns, Mitchell named

Q4 revenue $84.2M (-13% YoY); full-year revenue $297.8M (+7%).
November 8, 2022, 6:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01 ◈ Earnings Releases

Allbirds Q3 revenue $72.7M (+16% YoY); GAAP net loss $25.2M; adjusted EBITDA loss beat guidance

Net revenue $72.7M, +16% YoY; adjusted revenue $72.2M (+15% YoY) ahead of guidance.
August 16, 2022, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

Allbirds appoints former Nike VP Ann Freeman to board, replacing Nancy Green

Nancy Green resigned August 12, 2022; no disagreement with the company.
August 8, 2022, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 9.01

Allbirds Q2 revenue $78.2M (+15% YoY); net loss $29.4M; cuts workforce 8%

Net revenue $78.2M (+15% YoY); U.S. revenue $59.3M (+21%), offset by FX headwind of 265 bps.
June 14, 2022, 7:59 PM ET other materiality 0.10 neutral item 5.07

Allbirds stockholders elect directors and ratify auditor at 2022 annual meeting

Neil Blumenthal and Nancy Green elected as Class I directors until 2025.
May 10, 2022, 7:59 PM ET earnings materiality 0.70 negative item 2.02 item 9.01

Allbirds Q1 revenue up 26% to $62.8M; net loss widens to $21.9M; cuts FY guidance on international headwinds

Net revenue $62.8M (+26% YoY); US up 35% to $48.9M, international flat at $13.8M due to Ukraine/China lockdowns.
February 23, 2022, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Allbirds Q4 revenue $97.2M (record), FY2021 $277.5M (+27%); guides FY2022 $355-365M

Q4 2021 net revenue $97.2M, up 23% YoY; full year $277.5M, up 27% from 2020.
November 30, 2021, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01

Allbirds Q3 revenue $62.7M (+33% YoY); net loss $13.8M; FY2021 guidance $270-272M

Net revenue $62.7M, up 33% YoY and 40% vs Q3 2019; U.S. revenue up 42% to $47.7M.
November 5, 2021, 7:59 PM ET other material materiality 0.20 neutral item 5.03 item 7.01 item 9.01

Allbirds closes IPO and adopts amended charter and bylaws

IPO of Class A common stock closed on November 5, 2021.

Executive changes

Role change

Lily Yan Hughes

Chairperson of the Board

BIRD · Allbirds, Inc.

Filed: June 17, 2026, 8:10 AM ET

The Board has appointed Lily Yan Hughes as the Chairperson of the Board.

Appointed

Nadia Carlsten

President, Chief Executive Officer, Secretary and a director

BIRD · Allbirds, Inc.

Effective: 2026-06-18
Filed: June 17, 2026, 8:10 AM ET

On June 12, 2026, the Board of Directors of the Company (the “ Board ”) approved the appointment of Nadia Carlsten to serve as President, Chief Executive Officer, Secretary and a director of the Company, effective June 18, 2026 (the “ Effective Date ”).

Departed

Joseph Zwillinger

Director

BIRD · Allbirds, Inc.

Effective: 2026-05-18
Filed: May 20, 2026, 4:11 PM ET

On May 18, 2026, Joseph Zwillinger, a director and co-founder of the Company's footwear business, notified the Board of Directors (the “Board”) of Allbirds, Inc. (the “Company”) of his intention to resign from the Board, effective as of May 18 2026.

Departed

Neil Blumenthal

Director

BIRD · Allbirds, Inc.

Filed: April 24, 2025, 7:59 PM ET

On April 23, 2025, Neil Blumenthal, a member of the Board of Directors (the "Board") of Allbirds, Inc. (the "Company"), notified the Company of his intention not to stand for reelection at the Company's 2025 Annual Meeting of Stockholders (the "Annual Meeting").

Appointed

Ravi Thanawala

Director

BIRD · Allbirds, Inc.

Effective: 2024-09-10
Filed: August 15, 2024, 7:59 PM ET

Ravi Thanawala was appointed to the Board, effective September 10, 2024, to fill the vacancy created by Ms. Fields’ resignation.

Departed

Mandy Fields

Director

BIRD · Allbirds, Inc.

Effective: 2024-09-10
Successor: Ravi Thanawala
Filed: August 15, 2024, 7:59 PM ET

On August 12, 2024, Mandy Fields notified Allbirds, Inc.'s (the "Company") board of directors (the "Board") of her intention to resign from the Board, effective as of September 10, 2024 .

Appointed

Joe Vernachio

Class II Director

BIRD · Allbirds, Inc.

Effective: 2024-03-15
Filed: March 12, 2024, 7:59 PM ET

Mr. Vernachio was also appointed to the Board, effective March 15, 2024, and will serve as a Class II director

Departed

Joseph Zwillinger

President, Chief Executive Officer and Secretary

BIRD · Allbirds, Inc.

Effective: 2024-03-15
Successor: Joe Vernachio
Filed: March 12, 2024, 7:59 PM ET

Joseph Zwillinger, the President, Chief Executive Officer and Secretary of the Company informed the Company’s Board of Directors (the “Board”) of his intention to transition from his role as President, Chief Executive Officer and Secretary, effective March 15, 2024.

Appointed

Joe Vernachio

President, Chief Executive Officer and Secretary

BIRD · Allbirds, Inc.

Effective: 2024-03-15
Filed: March 12, 2024, 7:59 PM ET

the Board appointed Joe Vernachio, the Company’s current Chief Operating Officer, to serve as President, Chief Executive Officer and Secretary of the Company, effective March 15, 2024.

Role change

Timothy Brown

Co-Founder and Chief Innovation Officer

BIRD · Allbirds, Inc.

Effective: 2023-05-04
Filed: May 9, 2023, 7:59 PM ET

On May 4, 2023, Timothy Brown, Co-Chief Executive Officer of the Company, and the Company agreed that Mr. Brown would transition from Co-Chief Executive Officer to Co-Founder and Chief Innovation Officer, a non-executive role, effective May 4, 2023 (the “Effective Date”).

Departed

Emily Weiss

Director

BIRD · Allbirds, Inc.

Filed: April 27, 2023, 7:59 PM ET

On April 26, 2023, Emily Weiss, a member of the Board of Directors (the "Board") of Allbirds, Inc. (the "Company"), notified the Company of her intention not to stand for reelection at the Company's 2023 Annual Meeting of Stockholders (the "Annual Meeting").

Departed

Michael Bufano

Chief Financial Officer

BIRD · Allbirds, Inc.

Effective: 2023-04-24
Successor: Annie Mitchell
Filed: March 9, 2023, 6:59 PM ET

On March 8, 2023, Michael Bufano, the Chief Financial Officer and principal accounting officer of the Company, informed the Company of his intention to resign from his role effective April 24, 2023.

Earnings & guidance

2025-Q3 EPS reported -$7.13 filing →

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event earnings

6 positive 14 negative 28 neutral

source · BIRD on sec.gov