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Big Digital Energy

BGDE on Nasdaq. Market value $30m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

Look carefully before going further

Why it could be worth it

Nothing stands out yet.

What to watch out for

Read the warning sign in its own filings

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 17 funds in all.

Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

4 investors own more than 5%.

  • Joshua Kilgore
    at least 44.3%−2.2 pts
    (filed with 6 related holders)
    Since 21 September 2026
    What they said

    No additional amendments

    Read the filing
  • Joshua Kilgore
    Insider or founder
    at least 27.5%−18.1 pts
    (filed with 2 related holders)
    Since 4 April 2026
    What they said

    Item 4 is hereby amended to add the following: On April 4, 2026, the Reporting Persons entered into a cooperation agreement (the "Cooperation Agreement") with the Issuer, pursuant to which, the Issuer agreed to accept the resignations of Ryan Costello, Steven Soles and Kathryn…

    Read the filing
  • Six Thirty AI, LLC
    Insider or founder
    26.1%
    Since 30 June 2026
    What they said

    Item 4 is hereby amended to add the following: On June 30, 2026, Six Thirty AI purchased in a private placement 16,700 shares of the Issuer's Series D Convertible Preferred Stock ("Series D") with funds borrowed by Six Thirty AI from YA II PN, LTD, an investor otherwise…

    Read the filing
  • Rahul Mewawalla
    Insider or founder
    24.1%+1.4 pts
    Since 22 May 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 5 insiders bought $1m of shares on the open market.

  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    21 September 2026
    Shares
    795
    Price
    $6.21
    Value
    $4,937
  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    18 September 2026
    Shares
    494
    Price
    $5.99
    Value
    $2,959
  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    15 September 2026
    Shares
    1,325
    Price
    $5.99
    Value
    $7,937
  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    14 September 2026
    Shares
    912
    Price
    $6.49
    Value
    $5,918
  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    11 September 2026
    Shares
    1,138
    Price
    $6.35
    Value
    $7,223
  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    9 September 2026
    Shares
    1,130
    Price
    $6.35
    Value
    $7,173
  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    2 September 2026
    Shares
    4,000
    Price
    $6.29
    Value
    $25,160
  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    1 September 2026
    Shares
    16,000
    Price
    $6.46
    Value
    $103,360
  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    31 August 2026
    Shares
    30,000
    Price
    $6.66
    Value
    $199,800
  • Kilgore Joshua Allen
    SEE REMARKS
    Bought
    Date
    28 August 2026
    Shares
    135
    Price
    $6.64
    Value
    $896

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

1 serious warning sign in Big Digital Energy’s filings.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 31 Mar 2026, plus the 10-Q filed 14 Aug 2026 and 10 later 8-Ks.

  • Doubt it can keep going

    Serious

    The company or its auditor warned it may not have enough money to last the next year.

    “The Company has evaluated the above conditions and concluded that these conditions raise substantial doubt regarding our ability to continue as a going concern for a period of at least one year from the date of issuance of these consolidated financial statements.”

    From the 10-Q filed 14 August 2026, Part I, Item 1. Financial Statements. Read it in the filing

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from

A big holder just moved. The deep dive shows what the business is worth.

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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.