Coinbase (COIN)

Dilution

The share count is down -1.5% over the past year. What dilution means.

Insider trades

Bought or sold on the open market

An insider buying with their own money is a stronger signal than a sale: people sell for taxes, houses and diversification. "Planned" sales were scheduled months ahead under a 10b5-1 plan. Source: SEC Form 4.

Famous investors who own it

From each fund's latest 13F, filed up to 45 days after the quarter ends, so it's old news by design. 13Fs only show US stock owned on the last day of the quarter: no short sales, and "added" or "trimmed" compares two snapshots, not actual trades. See what these funds bought and sold.

Failed trades

From the SEC's fails-to-deliver data, which runs two to four weeks behind. A spike can mean heavy short selling or just back-office delays; it isn't proof of anything on its own. Short interest isn't shown: FINRA's terms don't allow republishing it.

Share offerings

Selling new shares dilutes current owners. A "shelf" is permission to sell later; a 424B5 usually means a sale is actually happening.

• Feb 12, 2026S-8Registered shares for employee stock plans
• Aug 15, 2025424B7Prospectus for shares sold by existing holders
• May 8, 2025S-3ASRAutomatic shelf registration: can sell stock or debt later
• Feb 13, 2025S-8Registered shares for employee stock plans

What they told the SEC, in plain English

Every 8-K (the report a company files when something big happens) in the last two years. Red ones are worth a closer look: auditor changes, restatements, late reports, listing problems.

• Oct 29, 20268-KReleased quarterly results
• Oct 2, 20268-KExecutive or board change
• Sep 2, 20268-KExecutive or board change
• Jul 30, 20268-KReleased quarterly results
• Jul 23, 20268-KExecutive or board change
• Jul 9, 20268-KExecutive or board change
• Jun 18, 20268-KShareholder vote results
• May 7, 20268-KReleased quarterly results
• May 5, 20268-KRestructuring or layoff costs
• Apr 29, 2026SCHEDULE 13GAn investor reported a 5%+ stake
• Apr 10, 20268-KExecutive or board change
• Feb 12, 20268-KReleased quarterly results
• Dec 16, 20258-KOther news
• Oct 30, 20258-KReleased quarterly results
• Aug 15, 20258-KOther news
• Aug 8, 20258-KSigned a major agreement; Took on new debt; Sold shares without SEC registration; Other news
• Aug 6, 20258-KOther news
• Aug 5, 20258-KOther news
• Jul 31, 20258-KReleased quarterly results
• Jun 25, 20258-KShareholder vote results
• May 15, 2025SCHEDULE 13GAn investor reported a 5%+ stake
• May 15, 20258-KReported a cybersecurity incident
• May 8, 20258-KReleased quarterly results
• May 8, 20258-KSigned a major agreement; Sold shares without SEC registration
• Feb 21, 20258-KShared information with investors

What changed in the latest annual report

Comparing the risk factors in the 10-K filed Feb 12, 2026 with the one filed Feb 13, 2025: 1 new and 1 removed, out of 78.

New this year

• Our bylaws contain an ownership threshold that must be met for a shareholder or shareholders to bring derivative claims against our officers or directors, which could limit a shareholder's ability to bring such claims. In addition, Texas law does not recognize demand futility and as such may…

Matched by each risk's headline, so a reworded risk can show up as new. This year's report · last year's.

Government contracts

$5.61M in federal contract money over the last 12 months, across 3 awards and changes.

From USAspending.gov. Amounts are money the government committed, which can be cut later.

Search inside Coinbase's filings

Opens the SEC's own full-text search in a new tab, limited to COIN. Every COIN filing on EDGAR.