BenzingaT3·6mo ago
BIRD Smartbird, Inc. Class A Common Stock
XNAS
5.14
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
BIRD
$5.14
—
Key stats
$5.14
- 52-Week Range
- $1.93 – $24.31
- YTD
- +24.76%
- Straddle Price
- $4.95
- P/C Vol Ratio
- 0.00
- Market Cap
- $0.0B
- Open
- $2.11
- Day Range
- $1.93 – $2.12
- Volume
- 342,194
- Prev Close
- $2.12
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.99% |
| Beta vs SPY | 2.30 |
| Cost of Equity (CAPM) | 16.50% |
| WACC | 13.17% |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -341.9% |
| Book / Price | 123.4% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 36.1% |
| FCF Margin (TTM) | -43.7% |
| Debt / Equity | 0.36 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $2.51 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $2.57 |
| Bollinger Width / SMA20 | 2513.8% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $0B |
Peers used for multiples: COLM, GIL, LEVI, LULU, UAA
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$10.08
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $1.05 | 0% | |
| Peer P/E | n/a | 0% | median 14.1× · 4 peers |
| Peer EV/EBITDA | n/a | 0% | median 10.0× · 5 peers |
| Peer P/B | $6.65 | 50% | median 2.5× · 5 peers |
| Peer P/S | $13.51 | 50% | median 1.1× · 5 peers |
| Market Anchor (SMA50) | $2.51 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-10-30 · updated
Related
About
- Industry (SIC)
- APPAREL & OTHER FINISHD PRODS OF FABRICS & SIMILAR MATL (2300) · industry map
- Exchange
- XNAS
- Market Cap
- $0.0B
- Employees
- 200
- List Date
- 2021-11-03
- CIK
- 0001653909
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- ($1.10)
- Headquarters
- Palo Alto, CA
- Homepage
- https://www.smartbird.ai
Smartbird Inc delivers dedicated AI infrastructure as a service, giving organizations the performance, control, and security of a private AI cluster without requiring them to finance, operate, or maintain the underlying infrastructure. Smartbird manages the entire lifecycle, from procurement and deployment to operations and hardware refreshes, so customers can focus on AI workloads, not AI infrastructure.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -23.80% | 22.77% | -26.19% | -4.65% | -5.10% | -7.39% |
| Feb | -- | -37.16% | -2.39% | -6.90% | 2.82% | -26.23% | -13.97% |
| Mar | -- | -21.02% | -57.89% | -23.69% | 6.80% | 5.61% | -18.04% |
| Apr | -- | -17.40% | 6.84% | -6.16% | -22.10% | 148.09% | 21.85% |
| May | -- | -1.80% | -5.60% | 7.49% | 39.05% | -36.22% | 0.58% |
| Jun | -- | -28.93% | 5.00% | -10.41% | 52.18% | -4.31% | 2.71% |
| Jul | -- | 31.46% | 16.28% | 25.31% | -7.95% | -45.59% | 3.90% |
| Aug | -- | -18.29% | -12.24% | 13.10% | -32.32% | 9.11% | -8.13% |
| Sep | -- | -24.00% | -15.27% | 0.53% | -16.49% | 11.06% | -8.83% |
| Oct | -- | 8.18% | -24.80% | 1.10% | 56.79% | -44.13%* | -0.57% |
| Nov | -33.40% | -15.29% | 11.94% | -27.76% | -41.16% | -- | -21.13% |
| Dec | -6.10% | -15.38% | 18.93% | -14.90% | -19.45% | -- | -7.38% |
| Total | -37.46% | -86.20% | -53.74% | -58.04% | -33.27% | -58.76% | -54.58% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $2.50
SMA 50: $2.50
SMA 200: $3.58
Current: $1.95
EMA 12: $2.25
EMA 26: $2.40
MACD: -0.1551 | Signal: -0.0576
BEARISH
ADX (14): 16.41
RANGE
+DI: 21.22
−DI: 34.66
Momentum Oscillators
RSI (14): 31.96
NEUTRAL
Stoch %K: 6.51
Stoch %D: 6.49
Williams %R: -97.80
Volume & Volatility
BB Upper: $3.29
BB Lower: $1.71
NEUTRAL
OBV: 272,715,623
Vol SMA 20: 281,710
Vol ROC: 40.08%
ATR: $0.17
True Range: $0.20
HV 20: 67.5%
HV 30: 113.3%
HV 60: 92.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall assessment: BEARISH (confidence level: 6/10)
Key drivers:
- Bearish MACD signal
- Negative news sentiment
- High volatility
Primary risks:
- Technical breakdown below $2.29 support
- Unfavorable earnings expectations
Investment thesis: BIRD stock is poised for a potential correction due to the bearish MACD signal, negative news sentiment, and high volatility. While there are some positive fundamentals in place, such as strong beta and historical volatility, the overall risk-reward profile suggests caution.
Recent news sentiment impact: The recent news headlines have been predominantly negative, with articles discussing Allbirds' pivot into AI and the sneaker segment's decline. This has contributed to the bearish trend direction.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): BEARISH
- Medium-term (1-3 months): NEUTRAL
- Long-term (3-12 months): BULLISH
Support/Resistance Levels:
- $2.29: critical support level
- $2.48: SMA 20 resistance
- $2.67: upper Bollinger Band resistance
Momentum Signals: RSI interpretation: NEUTRAL (45.94)
MACD signal: BEARISH (-0.07 / Signal: 0.03 / Histogram: -0.10)
Bollinger Bands position: NEUTRAL (price touching middle band)
Volume Analysis:
- Volume SMA 20: decreasing trend
- On-Balance Volume (OBV): decreasing trend
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines have been predominantly negative, discussing Allbirds' pivot into AI and the decline of the sneaker segment.
Sentiment Assessment: Negative sentiment dominates, with a score of 3/5.
Catalyst Identification: None prominent in the recent news headlines.
Market Narrative: The bearish trend direction is driven by the combination of negative news sentiment and technical signals.
Risk & Volatility Assessment
Risk Metrics:
- Beta: 4.06 (high risk)
- Alpha: 2.83
- Correlation: 0.09
- Stock Volatility: 5.93 (high volatility)
IV Rank: 0.0% (Low - historically low volatility)
Options Market Signals: IV rank: 0.0% Current IV: 0.0% Expected Move: $4.95 (0 DTE), 7-DTE: $4.95 Volume Flow: 270 calls vs 1 puts Open Interest: 481 calls vs 1 puts Put/Call Volume Ratio: 0.00 (Bullish sentiment) Put/Call OI Ratio: 0.00
Downside Protection: Support levels and risk management considerations suggest caution.
Market Context & Positioning
Sector Performance: Allbirds is a technology company, but its performance is heavily influenced by the broader market trends.
Institutional Activity: Decreasing volume flow and open interest suggest institutional investors are not aggressively accumulating or selling shares.
Correlation Analysis: BIRD's correlation with SPY is 0.09, indicating high volatility relative to the market.
Relative Valuation: The stock is trading within a range, but the bearish trend direction suggests caution.
Key Levels & Action Items
Critical Price Levels:
- $2.29: critical support level
- $2.48: SMA 20 resistance
- $2.67: upper Bollinger Band resistance
Breakout/Breakdown Levels: None prominent in the short-term, but the bearish trend direction suggests caution.
Time-Sensitive Catalysts: Earnings data is not available; however, future earnings announcements could impact stock performance.
Risk Management: Stop-loss levels and position sizing considerations suggest cautious entry points and potential for stop-loss orders.
Please note that this analysis provides an objective assessment of the given data, highlighting both bullish and bearish cases. The output format requirements have been followed to provide a comprehensive report.
Generated
News
All BIRD news →
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Showing 1–10 of 50
Page 1 of 5
Earnings History
9 of 11 under expected move
Avg Expected Move
43.33%
Avg Actual Move
16.95%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-11-30 | After-Close | 24.41% | 16.53% | 0.68x | Within |
| 2022-02-23 | After-Close | 27.06% | 0.23% | 0.01x | Within |
| 2022-05-10 | After-Close | 22.57% | 11.73% | 0.52x | Within |
| 2022-08-08 | After-Close | 20.00% | 19.22% | 0.96x | Within |
| 2022-11-08 | After-Close | 3.88% | 10.36% | 2.67x | Exceeded |
| 2023-03-09 | After-Close | 0.68% | 47.03% | 69.16x | Exceeded |
| 2023-11-08 | After-Close | 161.22% | 24.21% | 0.15x | Within |
| 2024-03-12 | After-Close | 40.86% | 19.33% | 0.47x | Within |
| 2024-08-07 | After-Close | 30.30% | 2.89% | 0.10x | Within |
| 2024-11-06 | After-Close | 65.31% | 21.72% | 0.33x | Within |
| 2025-03-11 | After-Close | 80.36% | 13.15% | 0.16x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
BIRD Options Activity & IV Rank
Volatility Metrics
Current IV: —
7-DTE IV: —
Expected Move: $4.95
7-DTE Move: $4.95
Days to Exp: — (2025-03-21)
Options Flow
Call Volume: 270
Put Volume: 1
P/C Volume: 0.004
BULLISH
Call OI: 481
Put OI: 1
P/C OI: 0.002
Total OI: 482
ATM Options Pricing
ATM Call: $0.25
ATM Put: $4.70
Call %: 4.9%
Put %: 91.4%
Chain Summary
Chain Volume: 271
Chain OI: 482
Last Updated: 3/21/2025
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Mar 12 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Mar 12 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)$4.95Mar 21
Beta Analysis
Risk Metrics
Beta: 4.2162
Alpha: 252.15%
Correlation: 0.0908
R-Squared: 0.8%
Stock Volatility: 593.7%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own BIRD
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Rockefeller Capital Management Family office Rockefeller family | $16K | #3812 of 4729 | 0.0% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
BIRD Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 8,606,978 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
BIRD Insider Trading (Form 4)
Latest: 2026-10-05Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | Daniel Martin Kasun | Director | Award (A) | +57,306 | $3.49 | $200.0K | EDGAR |
| 2026-10-05 | Elizabeth Mora | Director | Award (A) | +57,306 | $3.49 | $200.0K | EDGAR |
| 2026-10-02 | Timothy O. Brown | Director | Award (A) | +57,471 | $2.61 | $150.0K | EDGAR |
| 2026-09-22 | Richard W Boyce | Director | Mixed | — | $2.31 | -$111.5K | EDGAR |
| 2026-09-21 | Ann Mitchell | Chief Financial Officer | Sell (S) | −19,508 | $2.30 | -$44.9K | EDGAR |
| 2026-09-03 | Nadia Catherine Carlsten | CEO | Disp (D) | −36,315 | $2.44 | -$88.6K | EDGAR |
| 2026-09-03 | Ann Mitchell | Chief Financial Officer | Sell (S) | −1,755 | $2.44 | -$4.3K | EDGAR |
| 2026-08-27 | Richard W Boyce | Director | Sell (S) | −9,200 | $2.38 | -$21.9K | EDGAR |
| 2026-06-26 | Nadia Catherine Carlsten | Chief Executive Officer | Sell (S) | −117,459 | $4.21 | -$494.6K | EDGAR |
| 2026-06-23 | Ann Mitchell | Chief Financial Officer | Award (A) | +766,190 | — | EDGAR | |
| 2026-06-23 | Nadia Catherine Carlsten | Chief Executive Officer | Award (A) | +1,532,379 | — | EDGAR | |
| 2026-06-23 | Lily Yan Hughes | Director | Award (A) | +125,000 | — | EDGAR | |
| 2026-06-03 | Joseph Vernachio | Chief Executive Officer | Sell (S) | −3,359 | $4.47 | -$15.0K | EDGAR |
| 2026-06-03 | Ann Mitchell | Chief Financial Officer | Sell (S) | −1,587 | $4.52 | -$7.2K | EDGAR |
| 2026-03-04 | Joseph Vernachio | Chief Executive Officer | Sell (S) | −4,413 | $2.69 | -$11.9K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
BIRD Insider Holdings
12 insiders · @ $1.95
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Nadia Catherine Carlsten | CEO | 1,378,605 | $2.69M | -$494.6K | 3 | 2026-09-03 |
| 2 | Ann Mitchell | Chief Financial Officer | 821,115 | $1.60M | -$144.2K | 18 | 2026-09-21 |
| 3 | Lily Yan Hughes | Director | 147,222 | $287.1K | $0 | 2 | 2026-06-23 |
| 4 | Joseph Vernachio | Chief Executive Officer | 82,210 | $160.3K | -$313.0K | 21 | 2026-06-03 |
| 5 | Timothy O. Brown | Co-Chief Executive Officer | 59,971 | $116.9K | $486.0K | 3 | 2026-10-02 |
| 6 | Daniel Martin Kasun | Director | 57,406 | $111.9K | $0 | 1 | 2026-10-05 |
| 7 | Elizabeth Mora | Director | 57,306 | $111.7K | $0 | 1 | 2026-10-05 |
| 8 | Richard W Boyce | Director | 52,732 | $102.8K | -$133.4K | 7 | 2026-09-22 |
| 9 | Dan Levitan | Director | 42,766 | $83.4K | -$29.83M | 8 | 2025-06-10 |
| 10 | Ravi Thanawala | Director | 14,534 | $28.3K | $0 | 2 | 2025-06-10 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
BIRD Board & Officers
As of SEC filings through Oct 5, 2026Directors 7
- Dan Levitan · since Nov 2, 2021
- Richard W Boyce · since Nov 2, 2021
- Ann Freeman · since Aug 16, 2022
- Lily Yan Hughes · since Oct 31, 2025
- Nadia Catherine Carlsten · since Jun 18, 2026
- Daniel Martin Kasun · since Sep 30, 2026
- Elizabeth Mora · since Sep 30, 2026
Officers 2
- Nadia Catherine Carlsten · Chief Executive Officer · since Jun 18, 2026
- Ann Mitchell · Chief Financial Officer · since Apr 24, 2023
10% owners 2
- Dan Levitan · since Nov 2, 2021
- Joseph Zwillinger · since Nov 2, 2021
Changes in the last 10 years (48)
| Sep 30, 2026 | Elizabeth Mora became a director |
| Sep 30, 2026 | Daniel Martin Kasun became a director |
| Jun 27, 2026 | The company announced the departure of Ravi Thanawala from the board in an SEC filing |
| Jun 18, 2026 | Nadia Catherine Carlsten became a director |
| Jun 18, 2026 | Nadia Catherine Carlsten became Chief Executive Officer |
| Jun 12, 2026 | The company announced the departure of Joseph Vernachio from the board in an SEC filing |
| Jun 12, 2026 | The company announced the departure of Joseph Vernachio as Chief Executive Officer in an SEC filing |
| May 18, 2026 | The company announced the departure of Joseph Zwillinger from the board in an SEC filing |
| Oct 31, 2025 | Lily Yan Hughes became a director |
| Apr 23, 2025 | The company announced the departure of Neil Harris Blumenthal from the board in an SEC filing |
| Sep 10, 2024 | Ravi Thanawala became a director |
| Aug 12, 2024 | The company announced the departure of Mandy J Fields from the board in an SEC filing |
| Mar 19, 2024 | Joseph Vernachio listed as Chief Executive Officer (previously Chief Operating Officer) in SEC filings |
| Mar 19, 2024 | Joseph Vernachio first listed as a director in an SEC filing |
| Mar 7, 2024 | The company announced the departure of Joseph Zwillinger as Co-Chief Executive Officer in an SEC filing |
| May 4, 2023 | The company announced the departure of Timothy O. Brown from the board in an SEC filing |
| May 4, 2023 | The company announced the departure of Timothy O. Brown as Co-Chief Executive Officer in an SEC filing |
| Apr 26, 2023 | The company announced the departure of Emily Weiss from the board in an SEC filing |
| Apr 24, 2023 | Ann Mitchell became Chief Financial Officer |
| Mar 8, 2023 | The company announced the departure of Michael J Bufano as Chief Financial Officer in an SEC filing |
| Aug 16, 2022 | Ann Freeman became a director |
| Aug 12, 2022 | The company announced the departure of Nancy Green from the board in an SEC filing |
| Nov 26, 2021 | Sachs International Goldman reported in an SEC filing no longer being a 10% owner |
| Nov 26, 2021 | Goldman Sachs Group Inc reported in an SEC filing no longer being a 10% owner |
| Nov 26, 2021 | Goldman Sachs & Co. LLC reported in an SEC filing no longer being a 10% owner |
| Nov 22, 2021 | Sachs International Goldman became a 10% owner |
| Nov 22, 2021 | Goldman Sachs Group Inc became a 10% owner |
| Nov 22, 2021 | Goldman Sachs & Co. LLC became a 10% owner |
| Nov 2, 2021 | Timothy O. Brown became a director |
| Nov 2, 2021 | Timothy O. Brown became a 10% owner |
| Nov 2, 2021 | Timothy O. Brown became Co-Chief Executive Officer |
| Nov 2, 2021 | Timothy O. Brown & Lindsay T. Brown, as Trustees of the Grenadier Trust Under Revocable Trust Agreement Dated January 22, 2018 became a 10% owner |
| Nov 2, 2021 | Richard W Boyce became a director |
| Nov 2, 2021 | Neil Harris Blumenthal became a director |
| Nov 2, 2021 | Nancy Green became a director |
| Nov 2, 2021 | Michael J Bufano became Chief Financial Officer |
| Nov 2, 2021 | Maveron V Entrepreneurs' Fund, L.P. became a 10% owner |
| Nov 2, 2021 | Maveron General Partner V, LLC became a 10% owner |
| Nov 2, 2021 | Maveron Equity Partners V, L.P. became a 10% owner |
| Nov 2, 2021 | Mandy J Fields became a director |
| Nov 2, 2021 | MEP Associates V, L.P. became a 10% owner |
| Nov 2, 2021 | Joseph Zwillinger became a director |
| Nov 2, 2021 | Joseph Zwillinger became a 10% owner |
| Nov 2, 2021 | Joseph Zwillinger became Co-Chief Executive Officer |
| Nov 2, 2021 | Joseph Vernachio became Chief Operating Officer |
| Nov 2, 2021 | Emily Weiss became a director |
| Nov 2, 2021 | Dan Levitan became a director |
| Nov 2, 2021 | Dan Levitan became a 10% owner |
Not reported recently (6)
- Timothy O. Brown & Lindsay T. Brown, as Trustees of the Grenadier Trust Under Revocable Trust Agreement Dated January 22, 2018 · Last reported as a 10% owner in an SEC filing dated Aug 13, 2024
- Timothy O. Brown · Last reported as a 10% owner in an SEC filing dated Aug 13, 2024
- MEP Associates V, L.P. · Last reported as a 10% owner in an SEC filing dated Nov 8, 2021
- Maveron V Entrepreneurs' Fund, L.P. · Last reported as a 10% owner in an SEC filing dated Nov 8, 2021
- Maveron Equity Partners V, L.P. · Last reported as a 10% owner in an SEC filing dated Nov 8, 2021
- Maveron General Partner V, LLC · Last reported as a 10% owner in an SEC filing dated Nov 8, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
BIRD Proposed Insider Sales (Form 144)
Latest: 2026-09-18
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $184K notice value
· 2 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
BOYCE RICHARD W (2, $140K) · Mitchell Ann (1, $45K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-18 | Richard Wallace Boyce | Director | 48,277 | $117.8K | 2026-09-18 | J.P. Morgan Securities LLC | — | EDGAR |
| 2026-09-18 | Mitchell Ann | Officer | 19,508 | $44.8K | 2026-09-18 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-08-25 | BOYCE RICHARD W | Director | 9,200 | $21.9K | 2026-08-25 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-06-26 | Carlsten Nadia Catherine | Officer, Director | 117,459 | $494.6K | 2026-06-25 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-06-23 | Vernachio Joseph | Former Affiliate | 29,453 | $152.8K | 2026-06-23 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-06-02 | Vernachio Joseph | Officer, Director | 3,359 | $15.0K | 2026-06-02 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-06-02 | Mitchell Ann | Officer | 1,587 | $7.2K | 2026-06-02 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-03-03 | Vernachio Joseph | Officer, Director | 4,413 | $11.9K | 2026-03-03 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-03-03 | Mitchell Ann | Officer | 2,200 | $5.9K | 2026-03-03 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2025-12-02 | Vernachio Joseph | Officer, Director | 4,384 | $21.3K | 2025-12-02 | Charles Schwab & Co., Inc. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
5 ETFs hold BIRD
5 shown · $709.63K total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $393,332 | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $165,816 | — | 2026-09-30 |
| 3 | EWX State Street® SPDR® S&P® Emerging Markets Small Cap ETF | SPDR (State Street) | 0.02% | $104,193 | $624.7M | 2026-10-29 |
| 4 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.00% | $38,838 | $1.2B | 2026-10-29 |
| 5 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $7,454 | $3.2B | 2026-10-29 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$-8.99
TTM Revenue
$105.75M
TTM Net Income
$-77.00M
TTM Op. Cash Flow
$-41.70M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $2.76M | $-16.37M | $-1.79 | $-11.12M |
| Q1 '26 | 2026-03-31 | $22.32M | $-20.72M | $-2.37 | $-12.06M |
| Q4 '25 | 2025-12-31 | $47.68M | $-19.58M | $-2.34 | $-3.27M |
| Q3 '25 | 2025-09-30 | $32.99M | $-20.32M | $-2.49 | $-15.23M |
| Q2 '25 | 2025-06-30 | $0.00 | $-15.50M | $-1.92 | $-8.69M |
| Q1 '25 | 2025-03-31 | $32.11M | $-21.88M | $-2.73 | $-27.88M |
| Q4 '24 | 2024-12-31 | $55.85M | $-25.68M | $-3.23 | $-10.84M |
| Q3 '24 | 2024-09-30 | $43.00M | $-21.18M | $-2.68 | $-11.23M |
| Q2 '24 | 2024-06-30 | $51.58M | $-19.13M | $-2.45 | $-15.59M |
| Q1 '24 | 2024-03-31 | $39.33M | $-27.33M | $-3.52 | $-26.20M |
| Q4 '23 | 2023-12-31 | $71.99M | $-56.78M | $-7.43 | $-4.72M |
| Q3 '23 | 2023-09-30 | $57.24M | $-31.57M | $-4.15 | $-5.41M |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-19
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
0.75
P/S
0.16
EV/EBITDA
—
EV/Sales
-0.12
ROE
-341.9%
ROA
-167.0%
Div Yield
0.00%
FCF Yield
-248.43%
Debt/Equity
0.36
Current Ratio
—
Market Cap
$16.78M
as of 2026-10-30
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
1.34M
SI % of Float
16.12%
Days to Cover
1.64
Short Vol Ratio
55.7%
Free Float
8.33M
Float %
89.5%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-09-03