Recent 8-K filings for CRCL

• September 25, 2026, 4:05 PM ET leadership materiality 0.60 neutral item 5.02item 7.01

  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.

• September 22, 2026, 6:54 AM ET other material materiality 0.75 positive item 8.01

  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.

• September 8, 2026, 6:04 AM ET M&A materiality 0.85 positive item 1.01item 3.02item 7.01item 9.01

  Circle agrees to acquire Tazapay for $400M in stock to expand cross-border payments and USDC adoption

  Acquisition price $400M in Circle Class A shares, with 5% and 3% indemnity holdbacks.

• August 5, 2026, 6:12 AM ET earnings materiality 0.70 neutral item 2.02item 9.01

  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.

• July 2, 2026, 5:03 PM ET other material materiality 0.60 neutral item 8.01

  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.

• 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%).

• 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%.

• 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).

• 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 0.70 · Most common event leadership

8 positive 0 negative 7 neutral

source · CRCL on sec.gov