Recent 8-K filings for BTGO

• August 27, 2026, 5:37 PM ET M&A materiality 0.80 positive item 1.01item 7.01item 9.01

  BitGo acquires NYDIG institutional trading business for $42.5M+ in cash/stock

  Total consideration: $7M cash plus ~$35.5M in BitGo stock, with $10M and up to $5M cash earn-outs tied to revenue milestones.

• August 12, 2026, 4:18 PM ET earnings materiality 0.80 negative item 2.02item 9.01item 5.02

  BitGo Q2 revenue $4.33B (+79.6% YoY) but net loss $19M; CFO resigns; $50M buyback

  Total revenue $4.33B, up 79.6% YoY and 14.7% QoQ; net loss $19.0M vs $38.3M income in Q2 2025.

• June 25, 2026, 5:20 PM ET other material materiality 0.75 negative item 7.01item 9.01

  BitGo CEO announces 15% workforce reduction to focus on core growth areas

  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.

• June 17, 2026, 8:01 AM ET other material materiality 0.60 positive item 8.01item 9.01

  BitGo announces $50M share repurchase program, ~8% of Class A shares

  Board authorized repurchase of up to $50M of common stock, representing ~8% of Class A shares outstanding.

• May 13, 2026, 4:16 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  BitGo Q1 2026: Net loss widens to $60.7M; revenue up 113% to $3.77B

  Revenue $3.77B (+112.6% YoY) but down 38.7% sequentially; net loss $60.7M vs $25.7M loss year ago.

• March 26, 2026, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  BitGo Q4 revenue $6.2B (+440% YoY), net loss $50M on Bitcoin treasury, adj EBITDA $12.1M

  Total revenue $6.2B in Q4 2025, up 440% YoY; full year revenue $16.2B, up 424% YoY.

Executive changes

Materiality & sentiment trend

Max materiality 0.80 · Median 0.68 · Most common event other_material

2 positive 3 negative 5 neutral

source · BTGO on sec.gov