Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zevia PBCZVIA · Entity 6762 | Director | June 10, 2026 | June 12, 2026 |
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 June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,627,881 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 72,464 · Balance 1,627,881 F1: Represents restricted stock units ("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. The RSUs vest on the earlier to occur of (i) June 10, 2027 or (ii) the Issuer's 2027 annual meeting of stockholders and are settled within 30 days following such vesting date. F2: Includes 72,464 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 72,464 RSUs vest on the earlier to occur of (i) June 10, 2027, or (ii) the Issuer's 2027 annual meeting of stockholders and are settled within 30 days following such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("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. The RSUs vest on the earlier to occur of (i) June 10, 2027 or (ii) the Issuer's 2027 annual meeting of stockholders and are settled within 30 days following such vesting date.
F2: Includes 72,464 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 72,464 RSUs vest on the earlier to occur of (i) June 10, 2027, or (ii) the Issuer's 2027 annual meeting of stockholders and are settled within 30 days following such 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 |
|---|---|---|---|---|---|---|
| July 26, 2021 Filed Jul 28, 2021 21:09 UTC | Zevia PBC ZVIA · Entity 6762 | Disposition to issuerClass B Units · Derivative | 2,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-030366 · doc4.xml · derivative · entry 6 Spence Padraic L. · CIK 0001462709 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By Green & Grand Trust II Disclosed balance after: 37,162 Underlying: Class A Common Stock · 2,838 shares Expires not disclosed F2 · derivative.exercise_price: The Class B Units of Zevia LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. F1 · kind: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). F2 · price: The Class B Units of Zevia LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. F2 · derivative.exercise_date: The Class B Units of Zevia LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. F2 · derivative.expiration_date: The Class B Units of Zevia LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 21:09 UTC | Zevia PBC ZVIA · Entity 6762 | Disposition to issuerClass B Units · Derivative | 2,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-030366 · doc4.xml · derivative · entry 5 Spence Padraic L. · CIK 0001462709 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By Green & Grand Trust I Disclosed balance after: 37,162 Underlying: Class A Common Stock · 2,838 shares Expires not disclosed F2 · derivative.exercise_price: The Class B Units of Zevia LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. F1 · kind: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). F2 · price: The Class B Units of Zevia LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. F2 · derivative.exercise_date: The Class B Units of Zevia LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. F2 · derivative.expiration_date: The Class B Units of Zevia LLC are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically cancelled. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 21:09 UTC | Zevia PBC ZVIA · Entity 6762 | Disposition to issuerClass B Common Stock | 75,982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-030366 · doc4.xml · nonDerivative · entry 4 Spence Padraic L. · CIK 0001462709 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By Spence Family Trust Disclosed balance after: 994,866 F1 · kind: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). F1 · price: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 21:09 UTC | Zevia PBC ZVIA · Entity 6762 | Disposition to issuerClass B Common Stock | 28,382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-030366 · doc4.xml · nonDerivative · entry 3 Spence Padraic L. · CIK 0001462709 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By L&H Trust Disclosed balance after: 371,618 F1 · kind: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). F1 · price: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 21:09 UTC | Zevia PBC ZVIA · Entity 6762 | Disposition to issuerClass B Common Stock | 2,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-030366 · doc4.xml · nonDerivative · entry 2 Spence Padraic L. · CIK 0001462709 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By Green & Grand Trust II Disclosed balance after: 37,162 F1 · kind: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). F1 · price: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 21:09 UTC | Zevia PBC ZVIA · Entity 6762 | Disposition to issuerClass B Common Stock | 2,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-030366 · doc4.xml · nonDerivative · entry 1 Spence Padraic L. · CIK 0001462709 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By Green & Grand Trust I Disclosed balance after: 37,162 F1 · kind: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). F1 · price: Represents Class B Units of Zevia LLC and a corresponding number of shares of Class B Common Stock of the Issuer transferred by the Reporting Person to the Issuer in connection with the closing of the Issuer's initial public offering ("IPO") at a price of $13.055 (the per-share price paid by the underwriters for shares of the Class A Common Stock in the IPO). 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.