
Insider and congress filings
Circle Internet Group (CRCL)
NYSE · Financial Services · 372 insider transactions · 1 congress trade · last filed 3 days ago
About Circle Internet Group
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Chief executive
- Jeremy D. Allaire
- Employees
- 1,100
- Listed since
- Jun 4, 2025
- Market value
- $21.8B
- Price to earnings (12 mo)
- 45.5
- Net income per share, as reported (12 mo)
- $1.82
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 4, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $0.18 | $0.16 | $701.3M | $713.1M | EPS beat, GAAPRevenue miss |
| Q1 FY2026reported May 11, 2026 | $0.21 | $0.19 | $694.1M | $714.7M | EPS beat, GAAPRevenue miss |
| Q4 FY2025reported Feb 25, 2026 | $0.43 | $0.16 | $770.2M | $749.2M | EPS beatRevenue beat |
| Q3 FY2025reported Nov 12, 2025 | $0.64 | $0.19 | $739.8M | $708.2M | EPS beat, GAAPRevenue beat |
| Q2 FY2025reported Aug 12, 2025 | -$4.48 | -$1.10 | $658.1M | $645.7M | EPS miss, GAAPRevenue beat |
| Jun 5, 2025 | $0.29 | n/a | $578.6M | n/a | EPS n/aRevenue n/a |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 1, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Kash RazzaghiChief Commercial Officer | $483K | $10.2M | $10.1M | $20.8M |
| Jeremy AllaireChairman and Chief Executive Officer | $900K | $9.0M | $6.4M | $16.3M |
| Heath TarbertPresident | $500K | $7.5M | $1.4M | $9.4M |
| Nikhil ChandhokChief Product and Technology Officer | $500K | $6.0M | $1.4M | $7.9M |
| Jeremy Fox-GeenChief Financial Officer | $500K | $6.0M | $1.3M | $7.8M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| IDG China Capital Fund III Associates L.P. | $557.5M | 8,902,014 | -1.1% | 3.59% |
| BlackRock, Inc. | $523.9M | 8,365,299 | +65.4% | 3.37% |
| Morgan Stanley | $520.8M | 8,315,961 | +66.9% | 3.35% |
| Idg-Accel China Capital II Associates L.P. | $436.8M | 6,974,093 | -0.3% | 2.81% |
| Vanguard Portfolio Management LLC | $368.2M | 5,878,678 | +7.1% | 2.37% |
| Vanguard Capital Management LLC | $310.6M | 4,959,806 | +7.7% | 2.00% |
| ARK Investment Management LLCCathie Wood | $285.5M | 4,558,162 | +1.1% | 1.84% |
| UBS Group AG | $259.7M | 4,146,314 | +81.9% | 1.67% |
| State Street Corp | $208.4M | 3,328,161 | +112.1% | 1.34% |
| JPMorgan Chase & Co. | $201.8M | 2,656,085 | +94.0% | 1.07% |
| Sumitomo Mitsui Trust Group, Inc. | $199.5M | 3,185,726 | +9.2% | 1.28% |
| Southpoint Capital Advisors LP | $187.9M | 3,000,000 | -9.1% | 1.21% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding CRCL
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Cathie WoodARK Invest | $285.5M | 4,558,162 | 1.9% |
| Slate Path Capital | $35.5M | 567,300 | 0.5% |
2 of the 97 fund managers we track list CRCL shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
18 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Jeremy Fox-GeenChief Financial Officer | Sold · scheduled | 15,000 | $90.00 | $1.4M | Oct 21, 2026filed Oct 23, 2026 | 2d |
| Nikhil ChandhokChief Product & Tech. Officer | Sold · scheduled | 26,668 | $79.59 | $2.1M | Oct 8, 2026filed Oct 9, 2026 | 1d |
| Jeremy AllaireChairman and CEO | Sold · scheduled · 12 lines | 59,232 | $83.59 | $5.0M | Oct 5, 2026filed Oct 7, 2026 | 2d |
| Tamara L. SchulzChief Accounting Officer | Sold · scheduled | 1,194 | $85.78 | $102K | Oct 2, 2026filed Oct 5, 2026 | 1d |
| Hossein RazzaghiChief Commercial Officer | Sold · scheduled | 1,830 | $85.78 | $157K | Oct 2, 2026filed Oct 5, 2026 | 1d |
| Jeremy Fox-GeenChief Financial Officer | Sold · scheduled | 4,238 | $85.78 | $364K | Oct 2, 2026filed Oct 5, 2026 | 1d |
| Jeremy AllaireChairman and CEO | Sold · scheduled · 15 lines | 59,231 | $98.04 | $5.8M | Sep 8, 2026filed Sep 10, 2026 | 2d |
| Nikhil ChandhokChief Product & Tech. Officer | Sold · scheduled | 26,666 | $100.40 | $2.7M | Sep 8, 2026filed Sep 9, 2026 | 1d |
| Patrick Sean NevilleDirector | Sold · scheduled | 50,000 | $92.09 | $4.6M | Sep 1, 2026filed Sep 3, 2026 | 2d |
| Tamara L. SchulzChief Accounting Officer | Sold · scheduled | 1,194 | $87.87 | $105K | Sep 2, 2026filed Sep 3, 2026 | 1d |
| Hossein RazzaghiChief Commercial Officer | Sold · scheduled | 7,458 | $87.87 | $655K | Sep 2, 2026filed Sep 3, 2026 | 1d |
| Jeremy Fox-GeenChief Financial Officer | Sold · scheduled | 8,120 | $87.87 | $714K | Sep 2, 2026filed Sep 3, 2026 | 1d |
| Jeremy Fox-GeenChief Financial Officer | Sold · scheduled | 15,000 | $92.20 | $1.4M | Sep 1, 2026filed Sep 3, 2026 | 2d |
| Jeremy Fox-GeenChief Financial Officer | Sold · scheduled | 45,000 | $90.00 | $4.0M | Aug 21, 2026filed Aug 24, 2026 | 1d |
| M. Michele BurnsDirector | Sold · scheduled | 3,332 | $85.13 | $284K | Aug 20, 2026filed Aug 21, 2026 | 1d |
| Jeremy Fox-GeenChief Financial Officer | Sold · scheduled | 8,476 | $75.00 | $636K | Aug 13, 2026filed Aug 14, 2026 | 1d |
| Nikhil ChandhokChief Product & Tech. Officer | Sold · scheduled | 26,666 | $67.15 | $1.8M | Aug 10, 2026filed Aug 12, 2026 | 2d |
| Jeremy AllaireChairman and CEO | Sold · scheduled · 7 lines | 2,395 | $62.10 | $149K | Aug 5, 2026filed Aug 7, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Jeremy Fox-GeenChief Financial Officer | Option exercise | 15,000 | Oct 21, 2026 |
| Nikhil ChandhokChief Product & Tech. Officer | Option exercise | 23,334 | Oct 8, 2026 |
| Nikhil ChandhokChief Product & Tech. Officer | Tax withholding | 3,815 | Oct 1, 2026 |
| Jeremy AllaireChairman and CEO | Tax withholding | 8,404 | Oct 1, 2026 |
| Jeremy AllaireChairman and CEO | Option exercise | 15,195 | Oct 1, 2026 |
| Jeremy AllaireChairman and CEO | Option exercise | 15,195 | Oct 1, 2026 |
| Heath TarbertPresident | Tax withholding | 7,988 | Oct 1, 2026 |
| Tamara L. SchulzChief Accounting Officer | Tax withholding | 1,031 | Oct 1, 2026 |
| Hossein RazzaghiChief Commercial Officer | Tax withholding | 1,717 | Oct 1, 2026 |
| Jeremy Fox-GeenChief Financial Officer | Tax withholding | 3,876 | Oct 1, 2026 |
| Jeremy Fox-GeenChief Financial Officer | Option exercise | 2,753 | Sep 22, 2026 |
| Nikhil ChandhokChief Product & Tech. Officer | Option exercise | 23,333 | Sep 8, 2026 |
| Nikhil ChandhokChief Product & Tech. Officer | Option exercise | 15,496 | Sep 4, 2026 |
| Jeremy AllaireChairman and CEO | Tax withholding | 8,404 | Sep 1, 2026 |
| Jeremy AllaireChairman and CEO | Option exercise | 15,193 | Sep 1, 2026 |
| Jeremy AllaireChairman and CEO | Option exercise | 15,193 | Sep 1, 2026 |
| Jeremy AllaireChairman and CEO | Tax withholding | 8,219 | Sep 1, 2026 |
| Patrick Sean NevilleDirector | Conversion | 50,000 | Sep 1, 2026 |
| Tamara L. SchulzChief Accounting Officer | Tax withholding | 1,538 | Sep 1, 2026 |
| Heath TarbertPresident | Tax withholding | 11,382 | Sep 1, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in CRCL
1 disclosure of 1 on record · median 14d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Robert BresnahanC: SELL TO OPEN - NEW COVERED CALL CONTRACT CIRCLE INTERNET GROUP, INC. CLASS A COMMON… | Option | Purchase | $1,001 - $15,000 | -61.4%Underlying stockS&P 500 +24.9% · -86.3 pts vs S&P 500 | Jun 24, 2025 | Jul 8, 2025 | 14d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in CRCL, filterable by party, chamber, type and account.
Questions
Are insiders buying or selling CRCL?
Across the 18 most recent open-market filings shown here, 0 were purchases and 18 were sales. 18 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded CRCL?
Robert Bresnahan disclosed CRCL transactions in the filings shown here.
How quickly are CRCL trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 14 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
