BigBear.ai Holdings, Inc.: insider trades · United States · SEC (Form 4)

About BigBear.ai Holdings, Inc.

BigBear.ai Holdings, Inc. is a U.S.-based company listed on the NYSE under the ticker BBAI, with its corporate headquarters in McLean, Virginia, United States. Originally founded to serve defense and national security missions, the company has evolved into a specialized provider of mission-ready artificial intelligence, focused on decision intelligence for highly complex, distributed, and operationally sensitive environments. Its core market exposure remains centered on national security, travel and trade, and critical operations where speed, reliability, and data-driven automation are essential. ([ir.bigbear.ai](https://ir.bigbear.ai/sec-filings/all-sec-filings/content/0001836981-26-000018/0001836981-26-000018.pdf)) BigBear.ai’s business model is rooted in applied analytics and has expanded to combine artificial intelligence, computer vision, predictive analytics, and biometrics. The company is not merely a software vendor; it offers both software and services, with a meaningful share of customized solutions for government customers and selected commercial partners. In its 2025 reporting, BigBear.ai describes itself as a provider of Edge AI-powered decision intelligence solutions for national security, supply chain management, and digital identity. That positioning makes the company relevant to investors looking at the intersection of AI adoption, defense spending, and regulated enterprise workflows. ([ir.bigbear.ai](https://ir.bigbear.ai/sec-filings/all-sec-filings/content/0001836981-26-000018/0001836981-26-000018.pdf)) Its main operating segments, as presented in the company’s disclosures, revolve around national security, digital identity, and supply chain/logistics use cases. A major recent development was the completion of the Ask Sage acquisition on December 31, 2025. Ask Sage is a secure, multi-modal generative AI platform designed for government and enterprise use, strengthening BigBear.ai’s offer in secure GenAI for defense and intelligence customers. The company also continues to expand adjacent capabilities around inspection, trade risk management, and workflow optimization. Geographically, BigBear.ai has significant operations in McLean, Ann Arbor, Chantilly, and Columbia in the United States, as well as London and Abu Dhabi, indicating a footprint that extends beyond the domestic market. ([ir.bigbear.ai](https://ir.bigbear.ai/sec-filings/all-sec-filings/content/0001836981-26-000018/0001836981-26-000018.pdf)) From a competitive standpoint, BigBear.ai occupies a niche position rather than a broad-based platform scale position. Its differentiation comes from domain expertise, security-cleared personnel, close ties to U.S. government customers, and the ability to deploy AI in demanding, high-trust environments. That makes the company more specialized than large defense primes or horizontal enterprise software vendors, but also potentially more agile in targeted mission-critical workflows. ([ir.bigbear.ai](https://ir.bigbear.ai/sec-filings/all-sec-filings/content/0001836981-26-000018/0001836981-26-000018.pdf)) Recent headlines underscore both operational momentum and balance-sheet improvement. In first-quarter 2026, BigBear.ai reported revenue of $34.4 million, expanded gross margin, increased backlog to $281.9 million, and reaffirmed full-year 2026 revenue guidance of $135 million to $165 million. The company also completed the acquisition of CargoSeer and fully converted its 2029 convertible notes, which materially reduced note-related debt. For investors, the equity story on the NYSE is therefore one of a small-cap U.S. defense-AI specialist with improving financial flexibility, but still dependent on execution, contract wins, and public-sector demand cycles. ([ir.bigbear.ai](https://ir.bigbear.ai/news-events/press-releases/detail/141/bigbear-ai-announces-first-quarter-2026-results-increases?utm_source=openai))