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SPIR

Spire Global, Inc.

Sector: defenseSpecialty Business ServicesNYSEMarket Cap: $304.9M

Spire Global, Inc. (SPIR) is a space-based data and analytics company with a defense sector focus, showing minimal direct political engagement ($20K lobbying in 2025) but high exposure to defense legislation with eight bills each estimated to impact revenue by ~$42M.

Govt Dependence
70/100
Regulatory Density
65/100
Lobbying Intensity
10/100
Political Signal
NEUTRAL

BusinessWhat SPIR does

Spire Global provides space-based data, analytics, and services, leveraging a constellation of nanosatellites to collect data for maritime, aviation, weather, and Earth intelligence markets. Its revenue lines include data subscriptions, services, and solutions primarily for government and commercial clients in defense and related sectors. The company's business model relies on selling data-driven insights and predictive analytics.

Lifetime Government AwardsSPIR federal contracts

SPIR 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.

Smart Money · 13F HoldingsHedge funds holding SPIR

$18.8M
Total SPIR held by tracked 13F funds
23
Funds with SPIR positions
+23
Funds opened this quarter
Citadel Advisors $2M opened 2025-03-31
Citadel Advisors $2M opened 2025-09-30
Citadel Advisors $2M opened 2025-06-30
Citadel Advisors $2M opened 2024-12-31
Citadel Advisors $2M opened 2024-03-31
Two Sigma Investments $1M opened 2025-09-30
Citadel Advisors $1M opened 2025-12-31
Citadel Advisors $1M opened 2024-06-30
15 more 13F positions tracked · quarterly delta charts available in member dashboard

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

14
stock awards · $76K market value
2026-04-01 Porteous William Director AWARD 1,896 sh $25K
2026-03-09 Martinez John Thomas Director AWARD 26,570 sh
2026-02-03 Pelez Perez Celia Chief Operating Officer AWARD 136,910 sh
2026-02-03 Condor Theresa Chief Executive Officer AWARD 301,120 sh
2026-02-03 ENGEL ALISON K Chief Financial Officer AWARD 128,540 sh
2026-02-03 Platzer Peter Executive Chairman AWARD 275,867 sh
2026-02-03 Pelez Perez Celia Chief Operating Officer AWARD 136,910 sh
2026-02-03 Condor Theresa Chief Executive Officer AWARD 301,120 sh
For SPIR, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting SPIRLive legislation impacting this stock

Political ProfileWhere SPIR sits in Washington

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STRUCTURAL: High exposure to defense legislation (8 bills with impact_ratio ~0.138 each, estimated revenue impacts ~$42M per bill) and sector alignment. EVIDENTIARY: Minimal direct political activity: $20K lobbying in 2025 (get_political_influence.lobbying.total_income), no federal contracts (get_government_precedent.federal_contracts_summary null), no insider buys (get_corporate_insider_signal.total_buys: 0), no congressional trades (Top congressional traders array empty). Net: Structural legislative exposure dominates but lacks corroborating evidentiary signals.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Potential reduced defense spending or program cuts affecting satellite data contracts
    Department of Defense
    "Recent bill_impacts array shows multiple defense bills with significant estimated revenue impacts."

Regulatory opportunities

  • Increased defense and intelligence funding for space-based surveillance and data
    Department of Defense, Intelligence Community
    "Recent bill_impacts array shows eight defense bills each with estimated revenue impact of ~$42M, indicating legislative tailwinds."

LobbyingWho's hired to advocate for SPIR

O'KEEFFE SHAHMORADI STRATEGIES, LLC · $20K general
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Frequently AskedAbout SPIR & political exposure

Does Spire Global, Inc. (SPIR) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Spire Global, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
What is SPIR political risk profile?
Government dependence: 70/100. Lobbying intensity: 10/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track SPIR political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. SPIR data is updated daily from these official federal sources.