CrowdStrike Files 8-K: Officer/Director Changes & Financials

TL;DR

CRWD 8-K filed: Officer/Director changes, Reg FD, Financials. Details pending.

AI Summary

CrowdStrike Holdings, Inc. filed an 8-K on December 29, 2025, reporting events as of December 22, 2025. The filing indicates changes related to directors or officers, potential Regulation FD disclosures, and financial statements/exhibits. Specific details on personnel changes or financial figures are not provided in this excerpt.

Why It Matters

This 8-K filing signals potential shifts in CrowdStrike's corporate governance or financial reporting, which could impact investor understanding of the company's structure and performance.

Risk Assessment

Risk Level: low — The filing is a standard 8-K for reporting corporate events and does not, in itself, indicate significant negative news.

Key Numbers

• 001-38933 — SEC File Number (Identifies the company's filing with the SEC.)
• 45-3788918 — IRS Employer Identification No. (Company's tax identification number.)

Key Players & Entities

• CrowdStrike Holdings, Inc. (company) — Registrant
• Delaware (jurisdiction) — State of incorporation
• Austin, Texas (location) — Principal executive office location

FAQ

Key Financial Figures

• $0.0005 — hich registered Class A common stock, $0.0005 par value CRWD The Nasdaq Stock Mar
• $20 billion — it executes on its ambition to achieve $20 billion in annual recurring revenue ("ARR"). U
• $250 million — is tenure, total revenue has grown from $250 million during fiscal year 2019 to $3.95 billio
• $3.95 billion — $250 million during fiscal year 2019 to $3.95 billion during fiscal year 2025, increasing at
• $313 million — imilarly, ending ARR has increased from $313 million as of January 31, 2019 to $4.9 billion
• $4.9 billion — $313 million as of January 31, 2019 to $4.9 billion as of October 31, 2025. Mr. Kurtz has a
• $483.14 — e initial public offering to a price of $483.14 per share as of December 22, 2025. Mark
• $121.3 billion — sed 911% over the same period, reaching $121.3 billion as of December 22, 2025, up from $12 bi
• $12 billion — illion as of December 22, 2025, up from $12 billion since the initial public offering. Over
• $282 — a stock price at grant of approximately $282 through the final hurdle at $490—repres
• $490 — mately $282 through the final hurdle at $490—representing over 73% stock price appre

Filing Documents

• tm2534248d1_8k.htm (8-K) — 61KB
• tm2534248d1_ex10-1.htm (EX-10.1) — 86KB
• tm2534248d1_ex10-1img01.jpg (GRAPHIC) — 2KB
• 0001104659-25-124912.txt ( ) — 341KB
• crwd-20251222.xsd (EX-101.SCH) — 3KB
• crwd-20251222_lab.xml (EX-101.LAB) — 33KB
• crwd-20251222_pre.xml (EX-101.PRE) — 22KB
• tm2534248d1_8k_htm.xml (XML) — 3KB

02 Departure of Directors or Certain

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On December 22, 2025, the independent members (the "Independent Directors") of the Board of Directors (the "Board") of CrowdStrike Holdings, Inc. (the "Company" or "CrowdStrike"), upon the recommendation of the Compensation Committee of the Board (the "Compensation Committee"), approved a performance-based equity award under the Company's 2019 Equity Incentive Plan (the "Plan") to George Kurtz, the Company's President and Chief Executive Officer, consisting of performance stock units ("PSUs") with a target of 300,000 PSUs, that can result in as few as zero shares of the Company's Class A common stock ("Common Stock") if the Company's stock price underperforms 25% of the companies in the S&P 500 over a three-year period, and up to 600,000 shares if the Company's stock price outperforms at least 90% of the companies in the S&P 500 (the "Award"). The strategic considerations that informed the Independent Directors' decision to grant this Award are described in Item 7.01 below. Award Structure and Performance Metrics The Award is composed of PSUs that may be earned based on the Company's total stockholder return ("TSR") relative to the TSR of the companies comprising the S&P 500 Index over a three-year performance period beginning on December 22, 2025 and ending on December 22, 2028 (the "Performance Period"). The award is structured with a target of 300,000 PSUs, with the actual number of PSUs which may be earned ranging from 50% (assuming threshold achievement) to 200% of the target number of PSUs subject to the award, based on the Company's TSR percentile ranking during the Performance Period, with linear interpolation between performance levels, as set forth in the award agreement. If performance is achieved below the threshold level, 0% of the PSUs will be earned. The table below summarizes these performa

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure The disclosure under Item 5.02 is incorporated herein by reference. Leading CrowdStrike Through the Next Stage of Growth The Independent Directors approved the Award to incentivize achievement of CrowdStrike's long-term growth strategy by (i) aligning Mr. Kurtz's interests with those of the Company's stockholders through performance-based compensation tied directly to meaningful stock price outperformance, and (ii) providing a compelling incentive for Mr. Kurtz to continue to lead CrowdStrike as it executes on its ambition to achieve $20 billion in annual recurring revenue ("ARR"). Under Mr. Kurtz's visionary leadership since founding the Company and leading its initial public offering in June 2019, CrowdStrike has delivered exceptional performance and established its position as the industry's cybersecurity platform of choice. During his tenure, total revenue has grown from $250 million during fiscal year 2019 to $3.95 billion during fiscal year 2025, increasing at a 58% compound annual growth rate. Similarly, ending ARR has increased from $313 million as of January 31, 2019 to $4.9 billion as of October 31, 2025. Mr. Kurtz has also balanced the exceptionally strong revenue and ARR growth with increasing profitability. Non-GAAP operating margin 1 has increased from -46.3% during fiscal year 2019 to +22.3% during fiscal year 2025. The Company's market leadership earns consistent recognition from leading industry analysts such as Gartner and Forrester, with CrowdStrike securing leader designations in more than 30 reports across an expanding range of cybersecurity market categories in 2025. This validation demonstrates the Company's technological leadership and innovation driven by Mr. Kurtz's strategic direction. This operational execution and industry leadership under Mr. Kurtz's direction has translated directly into substantial long-term value creation for stockholders, as evidenced by the Company's stock performance and ma

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits Exhibit No. Description 10.1 Performance Unit Agreement with George Kurtz, dated December 22, 2025, under the CrowdStrike Holdings, Inc. 2019 Equity Incentive Plan 104 Cover Page Interactive Data File (embedded with the inline XBRL document)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. CrowdStrike Holdings, Inc. Date: December 29, 2025 /s/ Burt W. Podbere Burt W. Podbere Chief Financial Officer

View Full Filing

View this 8-K filing on SEC EDGAR