{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"BTGO","limit":50},"count":24,"signals":[{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"risk_factor","strength":100,"match_count":115,"context":"ew legislation, regulations, or policies will affect our business. The cost of compliance with any new requirements, or the impact of failing to comply with existing or new requirements, could have a material adverse effect on our business, financial condition, and results of operations. Additionally, our efforts to comply with new requirements may divert management attention and resources from other business priorities","filed_date":"2026-03-27","accession":"0001740604-26-000020","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000020.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"strategic_event","strength":100,"match_count":19,"context":"statement of operations. The fair value measurements used in the impairment analysis were based on Level 3 inputs within the fair value hierarchy. Note 18. Joint venture On March4, 2024, the Company entered into a joint venture agreement with a local bank in South Korea and a third-party investor to form BitGo Korea Inc. (Korea JV) in the Republic of Korea. This venture aims to further expand BitGos global reach. BitGo Korea JV is co","filed_date":"2026-03-27","accession":"0001740604-26-000020","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000020.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"risk_factor","strength":100,"match_count":80,"context":"ew legislation, regulations, or policies will affect our business. The cost of compliance with any new requirements, or the impact of failing to comply with existing or new requirements, could have a material adverse effect on our business, financial condition, and results of operations. Additionally, our efforts to comply with new requirements may divert management attention and resources from other business priorities","filed_date":"2026-01-12","accession":"0001628280-26-001756","full_text":"https://origin.rootz.global/static/filing/0001628280-26-001756.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"strategic_event","strength":100,"match_count":50,"context":"e impairment analysis were based on Level 3 inputs within the fair value hierarchy. F-42 [Table of Contents](#i3a9fd3c6d97346aab08aa53a2e8cfd88_7) Note 21. Joint venture On March 4, 2024, the Company entered into a joint venture agreement with a local bank in South Korea and a third-party investor to form BitGo Korea Inc. (Korea JV) in the Republic of Korea. This venture aims to further expand BitGos global reach. BitGo Korea JV is co","filed_date":"2026-01-12","accession":"0001628280-26-001756","full_text":"https://origin.rootz.global/static/filing/0001628280-26-001756.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"risk_factor","strength":100,"match_count":80,"context":"ew legislation, regulations, or policies will affect our business. The cost of compliance with any new requirements, or the impact of failing to comply with existing or new requirements, could have a material adverse effect on our business, financial condition, and results of operations. Additionally, our efforts to comply with new requirements may divert management attention and resources from other business priorities","filed_date":"2025-09-19","accession":"0001628280-25-042203","full_text":"https://origin.rootz.global/static/filing/0001628280-25-042203.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"strategic_event","strength":100,"match_count":48,"context":"statement of operations. The fair value measurements used in the impairment analysis were based on Level 3 inputs within the fair value hierarchy. Note 21. Joint venture On March 4, 2024, the Company entered into a joint venture agreement with a local bank in South Korea and a third-party investor to form BitGo Korea Inc. (Korea JV) in the Republic of Korea. This venture aims to further expand BitGos global reach. BitGo Korea JV is co","filed_date":"2025-09-19","accession":"0001628280-25-042203","full_text":"https://origin.rootz.global/static/filing/0001628280-25-042203.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"restructuring","strength":100,"match_count":30,"context":"and benefits | 29,528 | 23,511 | 70,330 | 47,828 | | | General and administrative expenses | 21,086 | 17,476 | 41,391 | 33,025 | | | Depreciation and amortization | 2,121 | 875 | 3,848 | 1,741 | | | Restructuring charges | 1,300 | | 1,300 | | | | Total expenses | 4,346,806 | 2,414,121 | 8,140,283 | 4,186,436 | | | Loss from operations | (17,411) | (3,659) | (37,315) | (1,310) | | | Other income (loss) | | | Net chang","filed_date":"2026-08-12","accession":"0001740604-26-000050","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000050.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"strategic_event","strength":88,"match_count":11,"context":"2025 annual meeting of stockholders shall be deemed to have been held on June 1, 2025. Notwithstanding anything in this Section 1.12.1 to the contrary, in the event that the number of directors to be elected to the Board of Directors at an annual meeting is increased and there is no Public Announcement by the Corporation naming all of the nominees for director or specifying the size of the increased Board of Directors made by th","filed_date":"2026-01-23","accession":"0001628280-26-003294","full_text":"https://origin.rootz.global/static/filing/0001628280-26-003294.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"risk_factor","strength":50,"match_count":5,"context":"e of business activities. The Company is not presently a party to any litigation the outcome of which, it believes, if determined adversely to the Company, would individually or taken together have a material adverse effect on its business, results of operations, cash flows or financial condition. The Company has received, and may in the future continue to receive, claims from third parties asserting, among other things","filed_date":"2026-08-12","accession":"0001740604-26-000050","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000050.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"ai_adoption","strength":48,"match_count":6,"context":"mpanys internal guidelines for the use of these tools or using such tools under non-enterprise terms could harm our business. We have recently begun to use internally developed as well as third-party generative AI tools, such as coding assistance tools, productivity tools and tools offering LLMs, to increase internal productivity across our business and engineering teams. Use of these tools is authorized throu","filed_date":"2026-03-27","accession":"0001740604-26-000020","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000020.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"ai_adoption","strength":48,"match_count":6,"context":"mpanys internal guidelines for the use of these tools or using such tools under non-enterprise terms could harm our business. We have recently begun to use internally developed as well as third-party generative AI tools, such as coding assistance tools, productivity tools and tools offering LLMs, to increase internal productivity across our business and engineering teams. Use of these tools is authorized throu","filed_date":"2026-01-12","accession":"0001628280-26-001756","full_text":"https://origin.rootz.global/static/filing/0001628280-26-001756.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"ai_adoption","strength":48,"match_count":6,"context":"mpanys internal guidelines for the use of these tools or using such tools under non-enterprise terms could harm our business. We have recently begun to use internally developed as well as third-party generative AI tools, such as coding assistance tools, productivity tools and tools offering LLMs, to increase internal productivity across our business and engineering teams. Use of these tools is authorized throu","filed_date":"2025-09-19","accession":"0001628280-25-042203","full_text":"https://origin.rootz.global/static/filing/0001628280-25-042203.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"strategic_event","strength":40,"match_count":5,"context":".02 Departure of Directors or Certain Officers Election of Directors Appointment of Certain Officers Compensatory Arrangements of Certain Officers. Determination of Fiscal Year 2025 Bonus Amounts for Named Executive Officers On January 12, 2026, BitGo Holdings, Inc. (the Company) filed an amended Registration Statement on Form S-1 (File No. 333-290409) with the Securities and Exchange Commission ( the Registration State","filed_date":"2026-03-23","accession":"0001740604-26-000007","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000007.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"platform_shift","strength":37,"match_count":4,"context":"bai, Hong Kong, Singapore, Denmark, Switzerland, Canada, Japan, Korea, India, the Cayman Islands and Brazil. As our growth strategy includes serving a global client base, we plan to continue entering new markets and increase our presence in existing markets around the world. We have a limited operating history outside the U.S., and our ability to manage our business and conduct our operations internationall","filed_date":"2026-01-12","accession":"0001628280-26-001756","full_text":"https://origin.rootz.global/static/filing/0001628280-26-001756.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"platform_shift","strength":37,"match_count":4,"context":"U.K., Dubai, Hong Kong, Singapore, Denmark, Switzerland, Canada, Japan, Korea, India and the Cayman Islands. As our growth strategy includes serving a global client base, we plan to continue entering new markets and increase our presence in existing markets around the world. We have a limited operating history outside the U.S., and our ability to manage our business and conduct our operations internationall","filed_date":"2025-09-19","accession":"0001628280-25-042203","full_text":"https://origin.rootz.global/static/filing/0001628280-25-042203.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"strategic_event","strength":33,"match_count":1,"context":"e 30, | | | 2026 | 2025 | 2026 | 2025 | | | Outstanding stock options | 1,078 | | 298 | | | | Unvested RSUs | 6 | | 2 | | | | ESPP | 46 | | 33 | | | Note 18. Joint VentureOn March4, 2024, the Company entered into a joint venture agreement with a local bank in South Korea and a third-party investor to form BitGo Korea Inc. (Korea JV) in the Republic of Korea. This venture aims to further expand BitGos global reach.The Korea JV is conso","filed_date":"2026-08-12","accession":"0001740604-26-000050","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000050.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"restructuring","strength":32,"match_count":4,"context":"tively future acquisitions or investments in complementary companies, products, technologies, or services the anticipated benefits, integration, timing and completion of any proposed acquisitions our restructuring initiatives and our expectations regarding related cost savings and operating efficiencies our capital allocation strategy, including our share repurchase program our key business metrics used to evaluate our b","filed_date":"2026-08-12","accession":"0001740604-26-000048","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000048.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"platform_shift","strength":16,"match_count":2,"context":"bai, Hong Kong, Singapore, Denmark, Switzerland, Canada, Japan, Korea, India, the Cayman Islands and Brazil. As our growth strategy includes serving a global client base, we plan to continue entering new markets and increase our presence in existing markets around the world. We have a limited operating history outside the United States, and our ability to manage our business and conduct our operations inter","filed_date":"2026-03-27","accession":"0001740604-26-000020","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000020.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"growth_inflection","strength":16,"match_count":2,"context":"issuance of convertible preferred debt and $0.6 million of cash received from the issuance of common stock through option exercises. Critical Accounting Policies and Estimates Revenue Recognition We record revenue from total revenue, including sales of digital asset sales revenue, staking revenues, subscriptions and services revenue, Stablecoin-as-a-Service revenues, wallet solutions revenues, and lending fees","filed_date":"2026-01-12","accession":"0001628280-26-001756","full_text":"https://origin.rootz.global/static/filing/0001628280-26-001756.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"growth_inflection","strength":16,"match_count":2,"context":"issuance of convertible preferred debt and $0.6 million of cash received from the issuance of common stock through option exercises. Critical Accounting Policies and Estimates Revenue Recognition We record revenue from total revenue, including sales of digital asset sales revenue, staking revenues, subscriptions and services revenue, Stablecoin-as-a-Service revenues, wallet solutions revenues, and lending fees","filed_date":"2025-09-19","accession":"0001628280-25-042203","full_text":"https://origin.rootz.global/static/filing/0001628280-25-042203.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"capex_increase","strength":13,"match_count":1,"context":"g the midpoint of the range) when compared to $3.2 million for the year ended December 31, 2024. The expected increase is primarily attributable to higher amortization and depreciation resulting from increased capital expenditures and capitalized development costs in 2025. We estimate profit from operations to range from $3.2 million to $3.5 million for the year ended December 31, 2025, representing an increase of $10.3 millio","filed_date":"2026-01-12","accession":"0001628280-26-001756","full_text":"https://origin.rootz.global/static/filing/0001628280-26-001756.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"strategic_event","strength":13,"match_count":1,"context":"Gos Existing Institutional Trading Platform NEW YORK, NY August 27, 2026 BitGo Holdings, Inc. (NYSE BTGO) (BitGo or the Company), the digital asset infrastructure company, today announced that it has entered into a definitive agreement and completed the acquisition of the institutional trading business and related assets of NYDIG. The transaction expands BitGos institutional service offering and allows NYDIG to focus its resources","filed_date":"2026-08-28","accession":"0001740604-26-000056","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000056.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"growth_inflection","strength":8,"match_count":1,"context":"they involve a significant amount of estimation uncertainty and have had or are reasonably likely to have a material impact on our financial condition or results of operations. Revenue Recognition We record revenue from total revenue, including sales of digital asset sales revenue, staking revenues, subscriptions and services revenue, Stablecoin-as-a-Service revenues, wallet solutions revenues, and lending fees","filed_date":"2026-03-27","accession":"0001740604-26-000020","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000020.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BTGO","company":"BITGO HOLDINGS, INC.","exchange":"NYSE","sector":"Finance Services","signal_type":"ai_adoption","strength":8,"match_count":1,"context":"an effective as of March 28, 2026 (the Grant Date). The RSUs will vest over four years, with 25% vesting on the first anniversary of the Grant Date and the remaining 75% vesting in equal monthly installments thereafter, subject to Mr. Reginellis continued employment through each vesting date.  No other changes were made to Mr. Reginellis compensation arrangements.  SIGNATURES Pursuant to the requirem","filed_date":"2026-03-23","accession":"0001740604-26-000007","full_text":"https://origin.rootz.global/static/filing/0001740604-26-000007.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."}],"origin":{"leaf":"2de9763675ad7a81e3dd5d69cae499b5d33e85f55a8c8b8ed3c31bf51eb64fa3","formula":"v2: sha256( sha256(content) || parent || source_accession )","content_sha256":"ff5fb3cfb3436ddf1e18ee0c6fa66e360ad922e8cedc6aa467865698d39e6b82","parent":null,"source":"signal_search","chain":"sec.gov/EDGAR (retrieved over TLS, accession recorded) > origin.rootz.global extraction > this response","registry":"origin.rootz.global","verify":"Recompute it: sha256(sha256(<this response body minus the origin block>) || parent || source_accession). Deterministic — the same record yields the same leaf every time. 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Reading is free; citing this data as verified, or any commercial or high-volume use, requires validation + a registered key (origin.rootz.global/dashboard). Unvalidated commercial use is unlicensed.","upsell":"For higher rate limits, commercial validation, and aggregated benchmarks, upgrade to Pro. See origin.rootz.global/pricing","tier_recommendation":"pro"}}