organization · Reporting owner

BERTRAM GROWTH CAPITAL III ANNEX FUND, L.P.

Disclosed activity across 1 company

Tapewire entity: 113377
SEC CIK: 0001774628

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

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.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Solo Brands, Inc.

Report date May 16, 2023 · Filed May 17, 2023

Section 16 reporting ended · disclosed 2023-05-17. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	IndirectSee footnote	361,301	Last balance in matching sequence After 2023-05-16 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified. 2 source rows Row 1 · 2023-05-16 · Sale · Disposed 2,408,671 · Balance 1,555,694 F1: On May 16, 2023, Bertram Growth Capital III Annex Fund, L.P. ("BGC III Annex") sold 2,408,671 shares of Class A common stock (the "Class A common stock") of Solo Brands, Inc. (the "Issuer") in a registered underwritten public offering (the "Offering"), pursuant to that certain Underwriting Agreement, dated as of May 11, 2023, by and among the Issuer, Solo Stove Holdings, LLC, BGC III Annex, the other selling stockholders named therein, and BofA Securities, Inc. and Jefferies LLC, as representatives of the other underwriters named therein. The price to the public in the Offering was $5.25 per share. The per share sale price reported in this Form 4 reflects underwriting discounts and commissions. F2: BGC III Annex is the direct owner of the shares of Class A common stock. Bertram Growth Capital III Annex Fund (GP), L.P. ("BGC III Annex GP") is the general partner of BGC III Annex. Bertram Growth Capital III (GPLLC), L.L.C. ("BGC III (GPLLC)") is the general partner of BGC III Annex GP. Jeffrey M. Drazan is the manager of BGC III (GPLLC). As such, each of these entities and Mr. Drazan may be deemed to share beneficial ownership of the shares of Class A common stock held of record by BGC III Annex. Each of BGC III Annex GP, BGC III (GPLLC) and Mr. Drazan disclaims beneficial ownership of the shares of Class A common stock held of record by BGC III Annex. Row 2 · 2023-05-16 · Sale · Disposed 1,194,393 · Balance 361,301 F3: On May 16, 2023, in connection with the closing of the Offering, BGC III Annex sold 1,194,393 shares of Class A common stock to the Issuer, pursuant to that certain Stock Purchase Agreement, dated May 10, 2023, by and among the Issuer, BGC III Annex and the other selling stockholders named therein, at a price of $5.00 per share. F2: BGC III Annex is the direct owner of the shares of Class A common stock. Bertram Growth Capital III Annex Fund (GP), L.P. ("BGC III Annex GP") is the general partner of BGC III Annex. Bertram Growth Capital III (GPLLC), L.L.C. ("BGC III (GPLLC)") is the general partner of BGC III Annex GP. Jeffrey M. Drazan is the manager of BGC III (GPLLC). As such, each of these entities and Mr. Drazan may be deemed to share beneficial ownership of the shares of Class A common stock held of record by BGC III Annex. Each of BGC III Annex GP, BGC III (GPLLC) and Mr. Drazan disclaims beneficial ownership of the shares of Class A common stock held of record by BGC III Annex.

Filing footnotes · ownership attribution and instrument terms

F1: On May 16, 2023, Bertram Growth Capital III Annex Fund, L.P. ("BGC III Annex") sold 2,408,671 shares of Class A common stock (the "Class A common stock") of Solo Brands, Inc. (the "Issuer") in a registered underwritten public offering (the "Offering"), pursuant to that certain Underwriting Agreement, dated as of May 11, 2023, by and among the Issuer, Solo Stove Holdings, LLC, BGC III Annex, the other selling stockholders named therein, and BofA Securities, Inc. and Jefferies LLC, as representatives of the other underwriters named therein. The price to the public in the Offering was $5.25 per share. The per share sale price reported in this Form 4 reflects underwriting discounts and commissions.

F2: BGC III Annex is the direct owner of the shares of Class A common stock. Bertram Growth Capital III Annex Fund (GP), L.P. ("BGC III Annex GP") is the general partner of BGC III Annex. Bertram Growth Capital III (GPLLC), L.L.C. ("BGC III (GPLLC)") is the general partner of BGC III Annex GP. Jeffrey M. Drazan is the manager of BGC III (GPLLC). As such, each of these entities and Mr. Drazan may be deemed to share beneficial ownership of the shares of Class A common stock held of record by BGC III Annex. Each of BGC III Annex GP, BGC III (GPLLC) and Mr. Drazan disclaims beneficial ownership of the shares of Class A common stock held of record by BGC III Annex.

F3: On May 16, 2023, in connection with the closing of the Offering, BGC III Annex sold 1,194,393 shares of Class A common stock to the Issuer, pursuant to that certain Stock Purchase Agreement, dated May 10, 2023, by and among the Issuer, BGC III Annex and the other selling stockholders named therein, at a price of $5.00 per share.

Transaction history

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Purchases/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
May 16, 2023 Filed May 17, 2023 16:10 UTC	Solo Brands, Inc. DTC · Entity 8034	SaleClass A Common Stock	1,194,393	$5.00	$5,971,965.00	Disclosure SEC source: 0001209191-23-030145 · doc4.xml · nonDerivative · entry 2 BERTRAM GROWTH CAPITAL III ANNEX FUND, L.P. · CIK 0001774628 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 361,301 F3 · kind: On May 16, 2023, in connection with the closing of the Offering, BGC III Annex sold 1,194,393 shares of Class A common stock to the Issuer, pursuant to that certain Stock Purchase Agreement, dated May 10, 2023, by and among the Issuer, BGC III Annex and the other selling stockholders named therein, at a price of $5.00 per share. F2 · ownership.nature: BGC III Annex is the direct owner of the shares of Class A common stock. Bertram Growth Capital III Annex Fund (GP), L.P. ("BGC III Annex GP") is the general partner of BGC III Annex. Bertram Growth Capital III (GPLLC), L.L.C. ("BGC III (GPLLC)") is the general partner of BGC III Annex GP. Jeffrey M. Drazan is the manager of BGC III (GPLLC). As such, each of these entities and Mr. Drazan may be deemed to share beneficial ownership of the shares of Class A common stock held of record by BGC III Annex. Each of BGC III Annex GP, BGC III (GPLLC) and Mr. Drazan disclaims beneficial ownership of the shares of Class A common stock held of record by BGC III Annex. Read SEC document
May 16, 2023 Filed May 17, 2023 16:10 UTC	Solo Brands, Inc. DTC · Entity 8034	SaleClass A Common Stock	2,408,671	$5.00	$12,043,355.00	Disclosure SEC source: 0001209191-23-030145 · doc4.xml · nonDerivative · entry 1 BERTRAM GROWTH CAPITAL III ANNEX FUND, L.P. · CIK 0001774628 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,555,694 F1 · kind: On May 16, 2023, Bertram Growth Capital III Annex Fund, L.P. ("BGC III Annex") sold 2,408,671 shares of Class A common stock (the "Class A common stock") of Solo Brands, Inc. (the "Issuer") in a registered underwritten public offering (the "Offering"), pursuant to that certain Underwriting Agreement, dated as of May 11, 2023, by and among the Issuer, Solo Stove Holdings, LLC, BGC III Annex, the other selling stockholders named therein, and BofA Securities, Inc. and Jefferies LLC, as representatives of the other underwriters named therein. The price to the public in the Offering was $5.25 per share. The per share sale price reported in this Form 4 reflects underwriting discounts and commissions. F2 · ownership.nature: BGC III Annex is the direct owner of the shares of Class A common stock. Bertram Growth Capital III Annex Fund (GP), L.P. ("BGC III Annex GP") is the general partner of BGC III Annex. Bertram Growth Capital III (GPLLC), L.L.C. ("BGC III (GPLLC)") is the general partner of BGC III Annex GP. Jeffrey M. Drazan is the manager of BGC III (GPLLC). As such, each of these entities and Mr. Drazan may be deemed to share beneficial ownership of the shares of Class A common stock held of record by BGC III Annex. Each of BGC III Annex GP, BGC III (GPLLC) and Mr. Drazan disclaims beneficial ownership of the shares of Class A common stock held of record by BGC III Annex. 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.