Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zevia PBCZVIA · Entity 6762 | Interim CFO | October 09, 2023 | October 10, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Zevia PBC
Report date October 09, 2023 · Filed October 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 34,222 |
Reported balance
After 2023-10-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-10-09 · Sale · Disposed 1,028 · Balance 34,222 F1: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 2,717 restricted stock units ("RSUs"). This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F2: Includes 32,533 RSUs granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 10,870 RSUs began vesting in 1/4 increments on each anniversary of October 6, 2023 and are settled within 30 days following each vesting date. 24,380 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2024 and are settled within 30 days following each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 2,717 restricted stock units ("RSUs"). This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person.
F2: Includes 32,533 RSUs granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 10,870 RSUs began vesting in 1/4 increments on each anniversary of October 6, 2023 and are settled within 30 days following each vesting date. 24,380 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2024 and are settled within 30 days following each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 09, 2023 Filed Oct 10, 2023 22:04 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 1,028 | $2.03 | $2,091.26 |
DisclosureSEC source: 0001209191-23-052562 · doc4.xml · nonDerivative · entry 1 Neubauer Florence · CIK 0001990956 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,222 F1 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 2,717 restricted stock units ("RSUs"). This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F2 · balance_after: Includes 32,533 RSUs granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 10,870 RSUs began vesting in 1/4 increments on each anniversary of October 6, 2023 and are settled within 30 days following each vesting date. 24,380 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2024 and are settled within 30 days following each vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.