Highest-materiality recent filing
Circle CFO Jeremy Fox-Geen to step down by Dec 31, 2026; co-founder Sean Neville leaves board
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.
Circle expands Binance pact, raises $100M via 1.24M share sale
Expanded Binance partnership: 5-year term, monthly incentive fee based on USDC held through Circle Modular Smart Contract Wallet.
Acquisition price $400M in Circle Class A shares, with 5% and 3% indemnity holdbacks.
Circle Q2 revenue $701M (+7% YoY); net income $48M; USDC circulation $73.3B; OCC trust bank approved
Total revenue and reserve income $701M (+7% YoY); net income from continuing ops $48M vs. loss of $482M in Q2'25.
Circle Internet Group sells 67.5M ARC tokens at $0.30, raising ~$20.25M in private placement
Token purchase agreements with institutional investors for 67.5M ARC tokens at $0.30 each.
Director Rajeev Date resigns; Craig Broderick appointed Lead Independent Director
Rajeev Date resigned from the Board effective June 12, 2026 for personal reasons.
Jeremy Allaire re-elected with 141,019,305 votes for, Craig Broderick with 141,175,675, and P. Sean Neville with 130,218,145.
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%).
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.
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.
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%.
Circle Internet director David Orfao resigns; board reduces to 8 members
David Orfao resigned from the Board effective September 17, 2025.
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).
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.
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.
On June 12, 2026, Rajeev Date tendered his resignation to the Board of Directors (the “Board”) of Circle Internet Group, Inc. (the “Company”), effective immediately, for personal reasons.
Effective as of June 12, 2026, the Board appointed Craig Broderick to succeed Mr. Date as the Lead Independent Director of the Board.
Max materiality 0.85 · Median 0.70 · Most common event leadership