BBAI SEC filings, in plain English
Everything GigCapital4, Inc. has filed with the SEC that we hold — 40 filings, newest first, 5 with a plain-English summary of what changed and why it matters. Every row links to the primary document on EDGAR, so you can check the source rather than trust us.
The feed
live EDGAR captureNew filings appear here within minutes of hitting EDGAR; summaries follow once the pipeline has read them.
What changed: Exhibit 10.1 to an 8-K of BigBear.ai Holdings, Inc.: a form of indemnification agreement, dated 'August ____, 2026' with the indemnitee left blank. It obligates the company to indemnify, hold harmless, exonerate and advance expenses to directors, officers, advisors and key employees to the fullest extent permitted by Delaware law, as a supplement to the charter and bylaws, and continues after service ends. Why it matters: The captured document is an unexecuted form exhibit with no counterparty and no date, so it evidences the terms the company is offering, not any particular grant. The 8-K's own item text and the identity of the indemnitees are not in the captured text.(flagged for human review)
What changed: 8-K of BigBear.ai Holdings, Inc. Item 8.01 (other events): on July 31, 2026 the Company entered an Open Market Sale Agreement with Jefferies LLC as sales agent under which it may from time to time sell up to an aggregate of 100,000,000 shares of common stock. Sales will be made by any method deemed an at-the-market offering under Rule 415(a)(4), off the Form S-3 registration statement (File No. 333-289678) filed August 18, 2025 and a July 31, 2026 prospectus supplement. Compensation to the sales agent is up to 3.0% of gross proceeds, with indemnification and contribution. Why it matters: An at-the-market program is a standing authorisation to issue up to 100 million new shares at the Company's discretion, which is dilution capacity rather than a completed sale; the report states no shares have been sold and no price. Exhibits 1.1, 5.1 and 23.1 include the sales agreement and counsel's opinion and consent.
What changed: 8-K of BigBear.ai Holdings, Inc. Item 2.02 (results of operations and financial condition): on July 30, 2026 the Company announced its financial results of operations for the quarter ended June 30, 2026, with the press release attached as Exhibit 99.1 and incorporated solely for purposes of the Item 2.02 disclosure, and held a conference call the same day at 4:30 p.m. to discuss them. The information is furnished and shall not be deemed filed for Section 18 purposes. Exhibit 104 is the Inline XBRL cover page. Signed by CFO Sean Ricker. Why it matters: Quarterly earnings furnishing with no figure in the report. The next day the same registrant entered a 100,000,000-share at-the-market sale agreement, so the earnings release and the dilution capacity land one day apart.
What changed: BigBear.ai Holdings filed its Q2 2026 10-Q. Total liabilities fell to $71.0 million at June 30, 2026 from $282.7 million at December 31, 2025, while shares outstanding rose to 479,494,493 from 436,955,655 and authorized shares were increased to 1,000,000,000 from 500,000,000; additional paid-in capital rose to $1,719.3 million from $1,534.8 million. The Ask Sage acquisition closed December 31, 2025 with $262.4 million cash paid at closing, $5.2 million shortly after and $4.5 million withheld. Operating activities used $40.2 million of cash in the six months. Why it matters: The balance sheet was rebuilt by issuing stock, not by earning it: liabilities dropped roughly $212 million while the share count grew by 42.5 million and paid-in capital by $184.5 million, and the authorized share ceiling was doubled to a billion. For anyone tracking what the former XPDI-era SPAC cohort turned into, that is the trade — convertible debt retired at the cost of permanent dilution, with $262.4 million of cash simultaneously spent on the Ask Sage deal and $40.2 million still burned in operations.
What changed: BigBear.ai Holdings, Inc. called its annual meeting for Tuesday, June 9, 2026 at 2:00 p.m. ET, virtual at virtualshareholdermeeting.com/BBAI2026AGM, record date April 13, 2026, with materials delivered on or about April 28, 2026. Quorum under the bylaws is one-third, or 33.33%, of the voting power outstanding. Unvested PSU values are calculated at the NYSE closing price of $5.40 per share on December 31, 2025. Ms. Peffer's PSUs were forfeited on her departure June 6, 2025 with her target annual bonus paid in cash under the Executive Severance Plan; Ms. Why it matters: A one-third quorum threshold means proposals can pass on a thin turnout, which matters for a widely held retail name. The disclosed executive churn is the substantive signal: a CFO departure in June 2025 and another senior termination in January 2025, both with severance triggered, against a $5.40 December 31, 2025 reference price that anchors every outstanding equity award. No SPAC trust or redemption right remains.
In plain English
Redemption deadlinethe last day to hand shares back for cash
Set by the filing that calls the meeting. Tender after it and the company is under no obligation to pay you the trust value.
Cash in trust / trust per sharethe cash the company is holding for each public share
Filed quarterly in the 10-Q's XBRL. It earns interest between filings, so the figure on a given day is slightly higher than the last filed one — where we show that we label it an estimate.
Accession numberthe SEC's unique id for one filing
Every figure on this page carries the accession of the filing that states it, so you can open the primary document rather than trust us.