# Smartbird, Inc. (BIRD)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/smartbird-inc/ JSON: https://steadybase.io/company/smartbird-inc.json Checked Nov 10, 2026. Latest filing read: Aug 19, 2026.

## Company

- Legal name: Smartbird, Inc.
- Ticker: BIRD (Nasdaq)
- SEC CIK: 0001653909
- Industry: Services-Computer Processing & Data Preparation (SIC 7374)
- Headquarters: Palo Alto, CA
- Fiscal year ends: December 31
- SEC filer category: <br>Emerging growth company
- Website: allbirds.com
- LinkedIn: https://www.linkedin.com/company/allbirds
- Next earnings date: Jan 16, 2027 (estimated from past 8-K timing)

## Key facts

- Revenue: $152.5M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 31, 2026). Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/0001628280-26-022192-index.html
- Operating income: -$80.0M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 31, 2026). Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/0001628280-26-022192-index.html
- Net income: -$77.3M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 31, 2026). Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/0001628280-26-022192-index.html
- SG&A: $92.5M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 31, 2026). Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/0001628280-26-022192-index.html
- Auditor: Deloitte & Touche LLP, San Francisco, California, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/bird-20251231.htm

## Business

We began our journey in 2015 with three fundamental beliefs about the emerging generation of consumers: first, these consumers recognize that climate change is an existential threat to the human race; second, these consumers connect their purchase decisions with their impact on the planet, demanding more from businesses; and third, these consumers do not want to compromise between looking good, feeling good, and doing good.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/bird-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Operating income | Net income | SG&A |
|---|---|---|---|---|
| Dec 31, 2025 | $152.5M | -$80.0M | -$77.3M | $92.5M |
| Dec 31, 2024 | $189.8M | -$97.6M | -$93.3M | $133.4M |
| Dec 31, 2023 | $254.1M | -$153.0M | -$152.5M | $174.0M |
| Dec 31, 2022 | $297.8M | -$100.3M | -$101.4M | $166.7M |
| Dec 31, 2021 | $277.5M | -$32.9M | -$45.4M | $122.2M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/smartbird-inc.json

## Officers and directors

- Nadia Catherine Carlsten, CEO. Source: Form 4 filed Sep 3, 2026, https://www.sec.gov/Archives/edgar/data/1653909/000143774926029604/0001437749-26-029604-index.htm
- Joseph Vernachio, Chief Executive Officer. Source: Form 4 filed Jun 3, 2026, https://www.sec.gov/Archives/edgar/data/1653909/000162828026040451/0001628280-26-040451-index.htm
- Ann Mitchell, Chief Financial Officer. Source: Form 4 filed Sep 21, 2026, https://www.sec.gov/Archives/edgar/data/1653909/000143774926030838/0001437749-26-030838-index.htm
- Dan Levitan, Director. Source: 10-K filed Mar 31, 2026, https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/bird-20251231.htm
- Lily Yan Hughes, Director. Source: 10-K filed Mar 31, 2026, https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/bird-20251231.htm
- Timothy Brown, Co-Founder and Brand Ambassador. Source: 10-K filed Mar 31, 2026, https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/bird-20251231.htm
- Daniel Kasun, Board member (per proxy). Source: DEF 14A filed Aug 11, 2026, https://www.sec.gov/Archives/edgar/data/1653909/000119312526342889/d174786ddef14a.htm
- Elizabeth Mora, Board member (per proxy). Source: DEF 14A filed Aug 11, 2026, https://www.sec.gov/Archives/edgar/data/1653909/000119312526342889/d174786ddef14a.htm
- Nadia Carlsten, Board member (per proxy). Source: DEF 14A filed Aug 11, 2026, https://www.sec.gov/Archives/edgar/data/1653909/000119312526342889/d174786ddef14a.htm

## Recent 8-K events

- Oct 1, 2026: Item 5.07, Submission of matters to a vote of security holders; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1653909/000143774926031745/bird20260929_8k.htm
- Aug 19, 2026: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1653909/000143774926028541/bird20260819_8k.htm
- Aug 10, 2026: Item 7.01, Regulation FD disclosure. Source: https://www.sec.gov/Archives/edgar/data/1653909/000143774926026796/bird20260810_8k.htm
- Jul 29, 2026: Item 4.01, Changes in registrant's certifying accountant; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1653909/000143774926024887/bird20260708_8k.htm
- Jul 1, 2026: Item 5.02, Departure or appointment of directors or officers; compensation. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026046599/bird-20260627.htm
- Jun 17, 2026: Item 1.01, Entry into a material definitive agreement; Item 5.02, Departure or appointment of directors or officers; compensation; Item 5.03, Amendments to articles or bylaws; change in fiscal year; Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1653909/000119312526273417/d178962d8k.htm
- Jun 15, 2026: Item 2.01, Completion of acquisition or disposition of assets; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026043145/bird-20260609.htm
- Jun 11, 2026: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1653909/000119312526267762/d113752d8k.htm
- Jun 10, 2026: Item 3.02, Unregistered sales of equity securities; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026042166/bird-20260604.htm
- Jun 4, 2026: Item 5.07, Submission of matters to a vote of security holders. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026040772/bird-20260603.htm

## Insider trades (Form 4)

- Sep 18, 2026: Richard W. Boyce (Director) sold 48,277 shares, about $111,520. Source: https://www.sec.gov/Archives/edgar/data/1653909/000143774926030899/0001437749-26-030899-index.htm
- Sep 18, 2026: Ann Mitchell (Chief Financial Officer) sold 19,508 shares, about $44,868. Source: https://www.sec.gov/Archives/edgar/data/1653909/000143774926030838/0001437749-26-030838-index.htm
- Sep 2, 2026: Ann Mitchell (Chief Financial Officer) sold 1,755 shares, about $4,282. Source: https://www.sec.gov/Archives/edgar/data/1653909/000143774926029607/0001437749-26-029607-index.htm
- Aug 25, 2026: Richard W. Boyce (Director) sold 9,200 shares, about $21,896. Source: https://www.sec.gov/Archives/edgar/data/1653909/000143774926029103/0001437749-26-029103-index.htm
- Jun 25, 2026: Nadia Catherine Carlsten (Chief Executive Officer) sold 117,459 shares, about $494,502. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026045821/0001628280-26-045821-index.htm
- Jun 2, 2026: Ann Mitchell (Chief Financial Officer) sold 1,587 shares, about $7,173. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026040468/0001628280-26-040468-index.htm
- Jun 2, 2026: Joseph Vernachio (Chief Executive Officer) sold 3,359 shares, about $15,015. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026040451/0001628280-26-040451-index.htm
- Mar 3, 2026: Joseph Vernachio (Chief Executive Officer) sold 4,413 shares, about $11,871. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026014915/0001628280-26-014915-index.htm
- Mar 3, 2026: Ann Mitchell (Chief Financial Officer) sold 2,200 shares, about $5,940. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828026014912/0001628280-26-014912-index.htm
- Dec 2, 2025: Ann Mitchell (Chief Financial Officer) sold 1,837 shares, about $8,946. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828025055347/0001628280-25-055347-index.htm
- Dec 2, 2025: Joseph Vernachio (Chief Executive Officer) sold 4,384 shares, about $21,350. Source: https://www.sec.gov/Archives/edgar/data/1653909/000162828025055342/0001628280-25-055342-index.htm
- Sep 3, 2025: Ann Mitchell (Chief Financial Officer) sold 2,188 shares, about $13,938. Source: https://www.sec.gov/Archives/edgar/data/1653909/000165390925000077/0001653909-25-000077-index.htm
- Sep 3, 2025: Joseph Vernachio (Chief Executive Officer) sold 3,666 shares, about $23,352. Source: https://www.sec.gov/Archives/edgar/data/1653909/000165390925000075/0001653909-25-000075-index.htm

## Latest filings

- 8-K filed Oct 1, 2026: https://www.sec.gov/Archives/edgar/data/1653909/000143774926031745/bird20260929_8k.htm
- 10-K filed Mar 31, 2026: https://www.sec.gov/Archives/edgar/data/1653909/000162828026022192/bird-20251231.htm
- 10-Q filed Aug 19, 2026: https://www.sec.gov/Archives/edgar/data/1653909/000143774926028446/bird20260630_10q.htm
- DEF 14A filed Aug 11, 2026: https://www.sec.gov/Archives/edgar/data/1653909/000119312526342889/d174786ddef14a.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/