8-K ·Filed Aug 4, 2026

MARA

MARA Holdings, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago SEC0001493152-26-035933
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

This board refresh is a routine governance update with no immediate trading implications. Monitor MARA's next earnings or strategic announcements for evidence of execution on its energy and digital infrastructure pivot.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
MARA ▼ -12.94% at T+20d
NEUTRAL call ✗ call lost -12.94% · α vs SPY -11.70% · entry $11.75 → $10.23
Next anchor: T+60d in 26d
Latest observation: T+40 +16.30% FF3 residual α
Entry anchored
Aug 4, 08:05 AM ET
via exchange tick
T+1d
-4.34%
call -4.34% · α -4.14%
$11.24
settled 8w ago
T+5d
-17.62%
call -17.62% · α -17.52%
$9.68
settled 7w ago
T+20d
-12.94%
call -12.94% · α -11.70%
$10.23
settled 4w ago
T+60d
—
call — · α —
—
in 26d

Price Chart

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Executive Summary

MARA replaced two independent directors (Barbara Humpton and Georges Antoun) with Nancy Novak and Craig Hart, effective August 1, 2026. The new directors bring expertise in power infrastructure, energy investing, and hyperscale data centers, aligning with MARA's stated strategy. This is a routine board refresh with no financial data or guidance changes.

Key Facts

  • Barbara Humpton and Georges Antoun resigned effective July 31, 2026, for personal reasons, not due to any disagreements.
  • Nancy Novak and Craig Hart were appointed as independent directors effective August 1, 2026.
  • Craig Hart is Senior Portfolio Manager and Global Co-Head of Energy and Power at Avenue Capital Group.
  • Nancy Novak previously served as Chief Innovation Officer of Compass Datacenters, with expertise in hyperscale data center development.
  • Board remains at seven directors, six of whom are independent.
  • No material agreements, transactions, or compensation details beyond standard non-employee director compensation disclosed.

Financial Impact

Not specified

Risk Factors

  • New directors may not drive immediate operational changes.
  • No financial guidance or performance metrics were provided in this filing.

Market Snapshot

Exchange
Nasdaq
Sector
Finance Services
Analyst Consensus
64% bullish (22 analysts)

Investment Themes

Crypto & Blockchain

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-035933
Exhibit: ex99-1.htm0001493152-26-035933
Document: 0001493152-26-035933-index-headers.html0001493152-26-035933
Document: 0001493152-26-035933-index.html0001493152-26-035933
Document: 0001493152-26-035933.txt0001493152-26-035933
13 reports for MARA
Performance horizon
63% Hit rate 5 of 8 directional calls best @ T+60▲ +51.11%Feb 28, 2026
Filters
Rows
Reports for MARA — sortable, filterable
TypeNow
Aug 21, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$11.18 $13.63▼ −21.91%▼ −20.60%$11.23 (−0.45%)
Aug 19, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$11.14 $13.24▼ −18.85%▼ −18.97%$11.23 (−0.81%)
Aug 4, 2026
8w ago
8-K
NEUTRAL ★ 2/10
$11.75 $10.23▼ −12.94%▼ −11.70%$11.23 (−4.43%)
Jul 20, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$12.25 $8.96▼ −26.86%▼ −29.42%$11.23 (−8.33%)
Jul 9, 2026
12w ago
8-K
BULLISH ★ 7/10
$13.22 $10.65▼ −19.44%▼ −21.68%$11.23 (−15.05%)
Jun 25, 2026
14w ago
8-K
BULLISH ★ 7/10
$14.54 $12.77▼ −12.17%▼ −13.43%$11.23 (−22.76%)
Jun 25, 2026
14w ago
Insider Cluster
NEUTRAL ★ 2/10
$13.88 $12.77▼ −8.00%▼ −8.53%$11.23 (−19.09%)
Jun 22, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$14.70 $11.67▼ −20.61%▼ −21.77%$11.23 (−23.61%)
Jun 11, 2026
16w ago
Institutional Cluster
MIXED ★ 5/10
$13.61 $13.22▼ −2.87%▼ −4.76%$11.23 (−17.49%)
May 4, 2026
21w ago
Press Release
BEARISH ★ 8/10
$12.16 $14.28▼ −17.43%▼ −12.48%$11.23 (+7.65%)
Showing 10 of 13

US Market Status

Market Closed — Opens Mon (64h 18m)

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