Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dutch Bros Inc.BROS · Entity 3641 | Director · Executive Chairman of Board · 10% owner | 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.
Dutch Bros Inc.
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 | IndirectBy DM Trust Aggregator, LLC | 4,514,630 |
Last balance in matching sequence
After 2026-06-11 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2026-06-10 · Sale · Disposed 461,532 · Balance 5,030,988 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Trust Aggregator, LLC on February 19, 2026. F2: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $60.0000 to $60.9900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose Row 2 · 2026-06-10 · Sale · Disposed 27,413 · Balance 5,003,575 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Trust Aggregator, LLC on February 19, 2026. F4: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $61.0000 to $61.3000 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose Row 3 · 2026-06-11 · Sale · Disposed 233,690 · Balance 4,769,885 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Trust Aggregator, LLC on February 19, 2026. F5: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $62.0000 to $62.9900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose Row 4 · 2026-06-11 · Sale · Disposed 226,120 · Balance 4,543,765 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Trust Aggregator, LLC on February 19, 2026. F6: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $63.0000 to $63.9900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose Row 5 · 2026-06-11 · Sale · Disposed 29,135 · Balance 4,514,630 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Trust Aggregator, LLC on February 19, 2026. F7: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $64.0000 to $64.2300 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose |
| Class A Common StockSEC Table I · non-derivative | IndirectBy DM Individual Aggregator, LLC | 2,410,800 |
Last balance in matching sequence
After 2026-06-11 transaction · row 10
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 6 · 2026-06-10 · Sale · Disposed 247,456 · Balance 2,685,453 F8: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Individual Aggregator, LLC on February 19, 2026. F2: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $60.0000 to $60.9900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose Row 7 · 2026-06-10 · Sale · Disposed 13,598 · Balance 2,671,855 F8: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Individual Aggregator, LLC on February 19, 2026. F4: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $61.0000 to $61.3000 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose Row 8 · 2026-06-11 · Sale · Disposed 124,771 · Balance 2,547,084 F8: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Individual Aggregator, LLC on February 19, 2026. F5: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $62.0000 to $62.9900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose Row 9 · 2026-06-11 · Sale · Disposed 120,729 · Balance 2,426,355 F8: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Individual Aggregator, LLC on February 19, 2026. F6: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $63.0000 to $63.9900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose Row 10 · 2026-06-11 · Sale · Disposed 15,555 · Balance 2,410,800 F8: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Individual Aggregator, LLC on February 19, 2026. F7: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $64.0000 to $64.2300 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose |
Filing footnotes · ownership attribution and instrument terms
F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Trust Aggregator, LLC on February 19, 2026.
F2: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $60.0000 to $60.9900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F3: The reporting person is the manager of DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (the "DM Trusts"). Multiple members hold ownership interests in the DM Trusts, including the reporting person. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, if any, and the inclusion of the reported securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or any other purpose
F4: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $61.0000 to $61.3000 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F5: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $62.0000 to $62.9900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F6: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $63.0000 to $63.9900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F7: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $64.0000 to $64.2300 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F8: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by DM Individual Aggregator, LLC on February 19, 2026.
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 |
|---|---|---|---|---|---|---|
| September 22, 2021 Filed Aug 29, 2023 20:49 UTC | Dutch Bros Inc. BROS · Entity 3641 | SaleCall Option (Right to Buy) · Derivative | 1 | $399.98 Strike: $60.00 | $399.98 |
DisclosureSEC source: 0001209191-23-047615 · doc4.xml · derivative · entry 24 Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Son Disclosed balance after: 0 Underlying: Class A Common Stock · 100 shares Expires 2021-10-15 F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16. Read SEC document |
| September 22, 2021 Filed Aug 29, 2023 20:49 UTC | Dutch Bros Inc. BROS · Entity 3641 | PurchaseCall Option (Right to Buy) · Derivative | 1 | $440.00 Strike: $60.00 | $440.00 |
DisclosureSEC source: 0001209191-23-047615 · doc4.xml · derivative · entry 23 Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Son Disclosed balance after: 1 Underlying: Class A Common Stock · 100 shares Expires 2021-10-15 F1 · ownership.nature: Pursuant to Section 16 reporting requirements, the Form 4 reflects purchases and sales of the Issuer's Class A common stock and derivative securities that were made by the Reporting Person's adult son. The amount of profit realized by the applicable short-swing transactions is approximately $8,500 and has been paid to the Issuer, as required. The Reporting Person was recently notified of the transactions by his son, resulting in today's filing. This report shall not be deemed an admission by the Reporting Person that he is the beneficial owner of any of the securities traded by his adult son, other than for purposes of Section 16. Read SEC document |
| September 21, 2021 Filed Nov 13, 2023 11:03 UTC | Dutch Bros Inc. BROS · Entity 3641 | Disposition to issuerClass A Common Units · Derivative | 2,580,398 | $21.56 | $55,633,380.88 |
DisclosureSEC source: 0001104659-23-116488 · tm2329361-1_4seq1.xml · derivative · entry 5 Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By DM Individual Aggregator, LLC Disclosed balance after: 24,703,707 Underlying: Class A Common Stock · 2,580,398 shares Expires not disclosed F1 · security: Represents Class A Common Units of Dutch Mafia, LLC ("Dutch Mafia"), the operating company of the Issuer. Pursuant to the Third Amended and Restated Limited Liability Company Agreement of Dutch Mafia, dated September 14, 2021, Class A Common Units of Dutch Mafia, together with an equal number of shares of Class B Common Stock of the Issuer are exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis at the discretion of the holder, subject to certain exceptions, conditions and adjustments. Upon such exchange, the associated shares of Class B Common Stock are canceled by the Issuer. The Class A Common Units of Dutch Mafia and the Class B Common Stock of the Issuer do not have an expiration date and the holders thereof are not required to pay an exercise price in connection with exchanges. F1 · derivative.exercise_price: Represents Class A Common Units of Dutch Mafia, LLC ("Dutch Mafia"), the operating company of the Issuer. Pursuant to the Third Amended and Restated Limited Liability Company Agreement of Dutch Mafia, dated September 14, 2021, Class A Common Units of Dutch Mafia, together with an equal number of shares of Class B Common Stock of the Issuer are exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis at the discretion of the holder, subject to certain exceptions, conditions and adjustments. Upon such exchange, the associated shares of Class B Common Stock are canceled by the Issuer. The Class A Common Units of Dutch Mafia and the Class B Common Stock of the Issuer do not have an expiration date and the holders thereof are not required to pay an exercise price in connection with exchanges. F2 · kind: In connection with the initial public offering (the "IPO") of the Class A Common Stock of the Issuer and pursuant to the Unit Purchase Agreement dated September 21, 2023 between the Issuer and Dutch Mafia (the "Unit Purchase Agreement"), DM Trust Aggregator, LLC and DM Individual Aggregator, LLC sold a portion of their respective Class A Common Units of Dutch Mafia to the Issuer at a price per share equal to the IPO price per share of the Class A Common Stock, less the applicable underwriting discount and commissions, for an aggregate cash payment from the Issuer. F3 · kind: Pursuant to the Unit Purchase Agreement, DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (i) assigned, conveyed, transferred, delivered and contributed to the Issuer, and the Issuer accepted and assumed, all of their respective rights, titles, obligations, and other interests in and to such purchased Class A Common Units of Dutch Mafia in exchange for such payment and (ii) the Issuer canceled all of their respective rights, obligations, titles and other interests in an equal number of shares of Class B Common Stock of the Issuer for no consideration. F2 · derivative.exercise_date: In connection with the initial public offering (the "IPO") of the Class A Common Stock of the Issuer and pursuant to the Unit Purchase Agreement dated September 21, 2023 between the Issuer and Dutch Mafia (the "Unit Purchase Agreement"), DM Trust Aggregator, LLC and DM Individual Aggregator, LLC sold a portion of their respective Class A Common Units of Dutch Mafia to the Issuer at a price per share equal to the IPO price per share of the Class A Common Stock, less the applicable underwriting discount and commissions, for an aggregate cash payment from the Issuer. F3 · derivative.exercise_date: Pursuant to the Unit Purchase Agreement, DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (i) assigned, conveyed, transferred, delivered and contributed to the Issuer, and the Issuer accepted and assumed, all of their respective rights, titles, obligations, and other interests in and to such purchased Class A Common Units of Dutch Mafia in exchange for such payment and (ii) the Issuer canceled all of their respective rights, obligations, titles and other interests in an equal number of shares of Class B Common Stock of the Issuer for no consideration. F2 · derivative.expiration_date: In connection with the initial public offering (the "IPO") of the Class A Common Stock of the Issuer and pursuant to the Unit Purchase Agreement dated September 21, 2023 between the Issuer and Dutch Mafia (the "Unit Purchase Agreement"), DM Trust Aggregator, LLC and DM Individual Aggregator, LLC sold a portion of their respective Class A Common Units of Dutch Mafia to the Issuer at a price per share equal to the IPO price per share of the Class A Common Stock, less the applicable underwriting discount and commissions, for an aggregate cash payment from the Issuer. F3 · derivative.expiration_date: Pursuant to the Unit Purchase Agreement, DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (i) assigned, conveyed, transferred, delivered and contributed to the Issuer, and the Issuer accepted and assumed, all of their respective rights, titles, obligations, and other interests in and to such purchased Class A Common Units of Dutch Mafia in exchange for such payment and (ii) the Issuer canceled all of their respective rights, obligations, titles and other interests in an equal number of shares of Class B Common Stock of the Issuer for no consideration. Read SEC document |
| September 21, 2021 Filed Nov 13, 2023 11:03 UTC | Dutch Bros Inc. BROS · Entity 3641 | Disposition to issuerClass A Common Units · Derivative | 4,103,084 | $21.56 | $88,462,491.04 |
DisclosureSEC source: 0001104659-23-116488 · tm2329361-1_4seq1.xml · derivative · entry 4 Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By DM Trust Aggregator, LLC Disclosed balance after: 39,281,349 Underlying: Class A Common Stock · 4,103,084 shares Expires not disclosed F1 · security: Represents Class A Common Units of Dutch Mafia, LLC ("Dutch Mafia"), the operating company of the Issuer. Pursuant to the Third Amended and Restated Limited Liability Company Agreement of Dutch Mafia, dated September 14, 2021, Class A Common Units of Dutch Mafia, together with an equal number of shares of Class B Common Stock of the Issuer are exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis at the discretion of the holder, subject to certain exceptions, conditions and adjustments. Upon such exchange, the associated shares of Class B Common Stock are canceled by the Issuer. The Class A Common Units of Dutch Mafia and the Class B Common Stock of the Issuer do not have an expiration date and the holders thereof are not required to pay an exercise price in connection with exchanges. F1 · derivative.exercise_price: Represents Class A Common Units of Dutch Mafia, LLC ("Dutch Mafia"), the operating company of the Issuer. Pursuant to the Third Amended and Restated Limited Liability Company Agreement of Dutch Mafia, dated September 14, 2021, Class A Common Units of Dutch Mafia, together with an equal number of shares of Class B Common Stock of the Issuer are exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis at the discretion of the holder, subject to certain exceptions, conditions and adjustments. Upon such exchange, the associated shares of Class B Common Stock are canceled by the Issuer. The Class A Common Units of Dutch Mafia and the Class B Common Stock of the Issuer do not have an expiration date and the holders thereof are not required to pay an exercise price in connection with exchanges. F2 · kind: In connection with the initial public offering (the "IPO") of the Class A Common Stock of the Issuer and pursuant to the Unit Purchase Agreement dated September 21, 2023 between the Issuer and Dutch Mafia (the "Unit Purchase Agreement"), DM Trust Aggregator, LLC and DM Individual Aggregator, LLC sold a portion of their respective Class A Common Units of Dutch Mafia to the Issuer at a price per share equal to the IPO price per share of the Class A Common Stock, less the applicable underwriting discount and commissions, for an aggregate cash payment from the Issuer. F3 · kind: Pursuant to the Unit Purchase Agreement, DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (i) assigned, conveyed, transferred, delivered and contributed to the Issuer, and the Issuer accepted and assumed, all of their respective rights, titles, obligations, and other interests in and to such purchased Class A Common Units of Dutch Mafia in exchange for such payment and (ii) the Issuer canceled all of their respective rights, obligations, titles and other interests in an equal number of shares of Class B Common Stock of the Issuer for no consideration. F2 · derivative.exercise_date: In connection with the initial public offering (the "IPO") of the Class A Common Stock of the Issuer and pursuant to the Unit Purchase Agreement dated September 21, 2023 between the Issuer and Dutch Mafia (the "Unit Purchase Agreement"), DM Trust Aggregator, LLC and DM Individual Aggregator, LLC sold a portion of their respective Class A Common Units of Dutch Mafia to the Issuer at a price per share equal to the IPO price per share of the Class A Common Stock, less the applicable underwriting discount and commissions, for an aggregate cash payment from the Issuer. F3 · derivative.exercise_date: Pursuant to the Unit Purchase Agreement, DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (i) assigned, conveyed, transferred, delivered and contributed to the Issuer, and the Issuer accepted and assumed, all of their respective rights, titles, obligations, and other interests in and to such purchased Class A Common Units of Dutch Mafia in exchange for such payment and (ii) the Issuer canceled all of their respective rights, obligations, titles and other interests in an equal number of shares of Class B Common Stock of the Issuer for no consideration. F2 · derivative.expiration_date: In connection with the initial public offering (the "IPO") of the Class A Common Stock of the Issuer and pursuant to the Unit Purchase Agreement dated September 21, 2023 between the Issuer and Dutch Mafia (the "Unit Purchase Agreement"), DM Trust Aggregator, LLC and DM Individual Aggregator, LLC sold a portion of their respective Class A Common Units of Dutch Mafia to the Issuer at a price per share equal to the IPO price per share of the Class A Common Stock, less the applicable underwriting discount and commissions, for an aggregate cash payment from the Issuer. F3 · derivative.expiration_date: Pursuant to the Unit Purchase Agreement, DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (i) assigned, conveyed, transferred, delivered and contributed to the Issuer, and the Issuer accepted and assumed, all of their respective rights, titles, obligations, and other interests in and to such purchased Class A Common Units of Dutch Mafia in exchange for such payment and (ii) the Issuer canceled all of their respective rights, obligations, titles and other interests in an equal number of shares of Class B Common Stock of the Issuer for no consideration. Read SEC document |
| September 21, 2021 Filed Nov 13, 2023 11:03 UTC | Dutch Bros Inc. BROS · Entity 3641 | Disposition to issuerClass B Common Stock | 2,580,398 | $21.56 | $55,633,380.88 |
DisclosureSEC source: 0001104659-23-116488 · tm2329361-1_4seq1.xml · nonDerivative · entry 2 Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By DM Individual Aggregator, LLC Disclosed balance after: 24,703,707 F2 · kind: In connection with the initial public offering (the "IPO") of the Class A Common Stock of the Issuer and pursuant to the Unit Purchase Agreement dated September 21, 2023 between the Issuer and Dutch Mafia (the "Unit Purchase Agreement"), DM Trust Aggregator, LLC and DM Individual Aggregator, LLC sold a portion of their respective Class A Common Units of Dutch Mafia to the Issuer at a price per share equal to the IPO price per share of the Class A Common Stock, less the applicable underwriting discount and commissions, for an aggregate cash payment from the Issuer. F3 · kind: Pursuant to the Unit Purchase Agreement, DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (i) assigned, conveyed, transferred, delivered and contributed to the Issuer, and the Issuer accepted and assumed, all of their respective rights, titles, obligations, and other interests in and to such purchased Class A Common Units of Dutch Mafia in exchange for such payment and (ii) the Issuer canceled all of their respective rights, obligations, titles and other interests in an equal number of shares of Class B Common Stock of the Issuer for no consideration. Read SEC document |
| September 21, 2021 Filed Nov 13, 2023 11:03 UTC | Dutch Bros Inc. BROS · Entity 3641 | Disposition to issuerClass B Common Stock | 4,103,084 | $21.56 | $88,462,491.04 |
DisclosureSEC source: 0001104659-23-116488 · tm2329361-1_4seq1.xml · nonDerivative · entry 1 Boersma Travis · CIK 0001883154 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By DM Trust Aggregator, LLC Disclosed balance after: 39,281,349 F2 · kind: In connection with the initial public offering (the "IPO") of the Class A Common Stock of the Issuer and pursuant to the Unit Purchase Agreement dated September 21, 2023 between the Issuer and Dutch Mafia (the "Unit Purchase Agreement"), DM Trust Aggregator, LLC and DM Individual Aggregator, LLC sold a portion of their respective Class A Common Units of Dutch Mafia to the Issuer at a price per share equal to the IPO price per share of the Class A Common Stock, less the applicable underwriting discount and commissions, for an aggregate cash payment from the Issuer. F3 · kind: Pursuant to the Unit Purchase Agreement, DM Trust Aggregator, LLC and DM Individual Aggregator, LLC (i) assigned, conveyed, transferred, delivered and contributed to the Issuer, and the Issuer accepted and assumed, all of their respective rights, titles, obligations, and other interests in and to such purchased Class A Common Units of Dutch Mafia in exchange for such payment and (ii) the Issuer canceled all of their respective rights, obligations, titles and other interests in an equal number of shares of Class B Common Stock of the Issuer for no consideration. 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.