Recent 8-K filings for CRCL

• June 12, 2026, 5:01 PM ET leadership materiality 0.35 neutral item 5.02 ◈ executive_change ×2

  Director Rajeev Date resigns; Craig Broderick appointed Lead Independent Director

  Rajeev Date resigned from the Board effective June 12, 2026 for personal reasons.

• May 18, 2026, 5:04 PM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×4

  Circle Internet Group stockholders elect directors and approve executive compensation at 2026 annual meeting

  Jeremy Allaire re-elected with 141,019,305 votes for, Craig Broderick with 141,175,675, and P. Sean Neville with 130,218,145.

• May 11, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 8.01item 9.01 ◈ Earnings Releases ×2

  Circle Q1 revenue +20% to $694M; announces $222M ARC token presale

  Total revenue and reserve income $694M (+20% YoY); net income $55M (-15%); adjusted EBITDA $151M (+24%).

• March 17, 2026, 7:59 PM ET leadership materiality 0.40 positive item 5.02item 9.01

  Circle appoints Microsoft executive Kirk Koenigsbauer to Board of Directors

  Kirk Koenigsbauer appointed to Circle's Board, effective March 16, 2026, as a Class III director.

• February 25, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Circle Q4 revenue $770M (+77% YoY), net income $133M; FY25 revenue $2.7B (+64%)

  Q4 revenue $770M (+77% YoY); net income from continuing ops $133M vs prior year loss.

• November 12, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Circle Q3 revenue $740M (+66% YoY); net income $214M (+202%); USDC circulation $73.7B

  Total revenue and reserve income $740M, up 66% YoY; net income $214M, up 202%.

• September 19, 2025, 7:59 PM ET leadership materiality 0.25 neutral item 5.02item 9.01

  Circle Internet director David Orfao resigns; board reduces to 8 members

  David Orfao resigned from the Board effective September 17, 2025.

• August 12, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Circle reports Q2 revenue + reserve income up 53% to $658M, adjusted EBITDA up 52% to $126M

  Total revenue and reserve income $658M (+53% YoY); net loss $482M due to $591M IPO-related non-cash charges (stock comp $424M).

• July 22, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02item 9.01

  Circle Internet Group appoints Adam Selipsky to Board of Directors

  Adam Selipsky, former CEO of Amazon Web Services, appointed to Circle's Board effective July 21, 2025.

• June 6, 2025, 7:59 PM ET other material materiality 0.85 positive item 3.03item 5.03item 8.01item 9.01 ◈ Governance Changes

  Circle Internet Group completes $31/share IPO, raises $458.8M gross proceeds

  Offered 34M shares of Class A common stock at $31.00/share on June 6, 2025.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.57 · Most common event leadership

6 positive 0 negative 4 neutral

source · CRCL on sec.gov