BigBear.ai Holdings, Inc.
BigBear.ai Holdings, Inc. (BBAI) is an AI and analytics company focused on decision support for defense and intelligence, with a single congressional trader making five purchases totaling at least $76,005 in the last 12 months.
BusinessWhat BBAI does
BigBear.ai provides AI-powered analytics and cyber engineering solutions, primarily serving U.S. government defense, intelligence, and national security agencies. Its business model revolves around long-term contracts for mission-critical systems integration, predictive analytics, and autonomous systems. Revenue is likely concentrated in federal contracts, though specific contract data is not available in the provided context.
6 months past · 3 months futureBBAI activity timeline
Lifetime Government AwardsBBAI federal contracts
BBAI doesn't hold direct federal contracts.
Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.
Politicians Trading BBAIMembers of Congress with recent BBAI positions
Congressional TradesWho in Congress is trading BBAI
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Stock awards & option exercises
Bills Affecting BBAILive legislation impacting this stock
Political ProfileWhere BBAI sits in Washington
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STRUCTURAL: High government dependence inferred from sector (defense/intelligence) and bill impacts targeting technology sector with estimated revenue impacts up to $4.21M per bill. EVIDENTIARY: Single congressional champion (Rep. McCaul) with repeated purchases totaling at least $76,005 in past year, indicating insider political interest. Net: Strong evidentiary signal from trading offsets lack of lobbying/donation data.
Regulatory ExposureThreats & opportunities
Regulatory threats
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Potential regulatory scrutiny on AI ethics and bias in defense applicationsDepartment of Defense, Office of the Director of National Intelligence"Recent bill_impacts show multiple technology-sector bills affecting revenue, indicating regulatory density."
Regulatory opportunities
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Increased defense and intelligence budgets for AI and autonomous systemsDepartment of Defense, Intelligence Community"Recent bill_impacts show technology bills with positive revenue impact estimates, suggesting legislative tailwinds."
Capitol Hill AlliesChampions & critics
Congressional champions
Congressional critics
- No specific congressional critics identified.
Live signals + predictions for BBAI — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades BBAI
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord