Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Utz Brands, Inc.UTZ · Entity 4492 | Director | April 23, 2026 | April 27, 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.
Utz Brands, Inc.
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 160,730 |
Reported balance
After 2026-04-23 transaction · row 1
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 16,927 · Balance 160,730 F1: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on April 23, 2027, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 14,829 |
Reported balance
Holding disclosure · report date 2026-04-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,829 F3: Reflects shares directly held by a trust for the benefit of the reporting person's youngest child, who shares the reporting person's household. The reporting person disclaims beneficial ownership of the shares held on behalf of his child by this trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on April 23, 2027, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan.
F3: Reflects shares directly held by a trust for the benefit of the reporting person's youngest child, who shares the reporting person's household. The reporting person disclaims beneficial ownership of the shares held on behalf of his child by this trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| April 23, 2026 Filed Apr 27, 2026 20:48 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 16,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-027563 · wk-form4_1777322933.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,730 F1 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · shares: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on April 23, 2027, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:29 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 16,891 | $10.38 | $175,328.58 |
DisclosureSEC source: 0001628280-26-014065 · wk-form4_1772576974.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,803 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on December 19, 2022. Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 21:28 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 7,010 | $9.99 | $70,029.20 |
DisclosureSEC source: 0001628280-25-053197 · wk-form4_1763587702.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,694 Read SEC document |
| November 07, 2025 Filed Nov 10, 2025 21:31 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 7,901 | $9.99 | $78,908.87 |
DisclosureSEC source: 0001628280-25-051088 · wk-form4_1762810257.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,684 F1 · price: The price reported in this box in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $9.8862 to $10.1199. The reporting person undertakes to provide to 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 purchased at each separate price. Read SEC document |
| November 03, 2025 Filed Nov 4, 2025 21:39 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 31,750 | $10.58 | $335,915.00 |
DisclosureSEC source: 0001628280-25-048911 · wk-form4_1762292388.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,783 F1 · price: The price reported in this box in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $10.1746 to $10.69. The reporting person undertakes to provide to 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 purchased at each separate price. Read SEC document |
| August 20, 2025 Filed Aug 21, 2025 20:56 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GiftClass A Common Stock | 74,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001821519-25-000005 · wk-form4_1755809788.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,033 F1 · kind: This transaction involved a gift of 74,145 shares of Class A Common Stock by the reporting person to trusts for the benefit of the reporting person's children. Of the shares gifted, 59,316 were gifted to trusts for the benefit of the reporting person's children not residing in the reporting person's household, and 14,829 were gifted to a trust for the benefit of a child residing in the reporting person's household. Read SEC document |
| May 05, 2025 Filed May 5, 2025 20:44 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 16,776 | $11.88 | $199,253.58 |
DisclosureSEC source: 0001739566-25-000123 · wk-form4_1746477857.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,178 F1 · price: The price reported in this box in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $11.78 to $11.97. The reporting person undertakes to provide to 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 purchased at each separate price. Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 20:33 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 9,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-25-000089 · wk-form4_1745613200.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,402 F1 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · shares: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on April 24, 2026, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 02:33 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 43,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-25-000014 · wk-form4_1736217195.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,729 F1 · shares: Represents shares issued upon vesting of performance share unit awards, as approved on January 2, 2025 by the Compensation Committee of the Board of Directors of the Issuer. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3. Read SEC document |
| May 07, 2024 Filed May 7, 2024 20:46 UTC | Utz Brands, Inc. UTZ · Entity 4492 | SaleClass A Common Stock | 10,003 | $19.12 | $191,207.35 |
DisclosureSEC source: 0001821519-24-000003 · wk-form4_1715114795.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,222 F1 · price: The price reported in this box in Column 4 is a weighted average price. These shares were sold in transactions at prices ranging from $19.01 to $19.31. The Reporting Person undertakes to provide to 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. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 20:47 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 7,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-24-000093 · wk-form4_1714164456.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,225 F1 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · shares: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on April 24, 2025, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. Read SEC document |
| January 31, 2024 Filed Feb 3, 2024 02:01 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 6,414 | $16.24 | $104,163.36 |
DisclosureSEC source: 0001739566-24-000021 · wk-form4_1706925659.xml · nonDerivative · entry 3 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,805 F3 · shares: Represents shares withheld for payment of tax liability arising as a result of the vesting of a performance stock unit award reported by the reporting person in a Form 4 filed with the Commission on February 2, 2024. Read SEC document |
| January 31, 2024 Filed Feb 3, 2024 02:01 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 20,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-24-000021 · wk-form4_1706925659.xml · nonDerivative · entry 2 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,219 F2 · shares: Represents shares issued upon vesting of performance share unit awards, as approved on January 31, 2024 by the Compensation Committee of the Board of Directors of the Issuer. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 21:14 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 15,686 | $12.80 | $200,780.80 |
DisclosureSEC source: 0001739566-23-000155 · wk-form4_1700082872.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,999 F1 · price: The price reported in this box in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $12.70 to $12.82. The reporting person undertakes to provide to 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 purchased at each separate price. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 20:49 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 15,873 | $15.75 | $249,999.75 |
DisclosureSEC source: 0001739566-23-000117 · wf-form4_168660295201634.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,313 Read SEC document |
| May 04, 2023 Filed May 8, 2023 22:29 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 2,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-23-000104 · wf-form4_168358495018614.xml · nonDerivative · entry 2 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,440 F1 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · shares: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on April 25, 2024, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. Read SEC document |
| May 04, 2023 Filed May 8, 2023 22:29 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 6,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-23-000104 · wf-form4_168358495018614.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,191 F1 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · shares: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on April 25, 2024, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:50 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 14,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-23-000017 · wf-form4_167537821868160.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,445 F1 · shares: Represents shares issued upon vesting of performance share unit awards, as approved on January 31, 2023 by the Compensation Committee of the Board of Directors of the Issuer. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3. Read SEC document |
| January 31, 2023 Filed Feb 3, 2024 02:01 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 4,420 | $15.86 | $70,101.20 |
DisclosureSEC source: 0001739566-24-000021 · wk-form4_1706925659.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,579 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the vesting of a performance stock unit award reported by the reporting person in a Form 4 filed with the Commission on February 2, 2023. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 01:48 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 56,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-22-000271 · wf-form4_167150089575512.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,022 F1 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan"), made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · shares: The restricted stock units vest under the following schedule: Subject to the terms of the restricted stock unit award agreement, 100% of the shares of Issuer's Class A Common Stock vest on December 31, 2025, subject to the reporting person's Continuous Service (as defined in the Plan) to the Company through such dates and subject to certain conditions detailed in the Plan. F1 · price: The shares of Issuer's Class A Common Stock are subject to a restricted unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan"), made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| December 07, 2022 Filed Dec 8, 2022 22:39 UTC | Utz Brands, Inc. UTZ · Entity 4492 | SaleClass A Common Stock | 76,815 | $18.37 | $1,410,968.65 |
DisclosureSEC source: 0001739566-22-000239 · wf-form4_167053912779555.xml · nonDerivative · entry 2 Lissette Dylan · CIK 0001821519 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in this box in Column 4 is a weighted average price. These shares were sold in transactions at prices ranging from $18.14 to $18.48. The reporting person undertakes to provide to 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. Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 22:39 UTC | Utz Brands, Inc. UTZ · Entity 4492 | SaleClass A Common Stock | 21,214 | $18.45 | $391,338.90 |
DisclosureSEC source: 0001739566-22-000239 · wf-form4_167053912779555.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,815 F1 · price: The price reported in this box in Column 4 is a weighted average price. These shares were sold in transactions at prices ranging from $18.38 to $18.49. The reporting person undertakes to provide to 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. Read SEC document |
| May 19, 2022 Filed May 20, 2022 20:09 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 3,800 | $13.37 | $50,806.00 |
DisclosureSEC source: 0001739566-22-000147 · wf-form4_165307737179066.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,029 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 01:17 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 7,374 | $13.77 | $101,539.98 |
DisclosureSEC source: 0001739566-22-000102 · wf-form4_164678865002677.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,229 Read SEC document |
| January 28, 2022 Filed Feb 2, 2022 00:47 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantStock Option (Right to Buy) · Derivative | 149,166 | $0.00 Strike: $15.51 | $0.00 |
DisclosureSEC source: 0001739566-22-000070 · wf-form4_164376284039903.xml · derivative · entry 1 Lissette Dylan · CIK 0001821519 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,166 Underlying: Class A Common Stock · 149,166 shares Expires not disclosed F1 · shares: Represents stock options granted pursuant to the Issuer's 2020 Omnibus Equity Incentive Plan (the "Plan"). F2 · derivative.exercise_date: The shares subject to the stock option vest and become exercisable on December 31, 2024, subject to the reporting person's continuous employment through such dates and subject to certain conditions as detailed in the Plan. F3 · derivative.expiration_date: The shares subject to stock option expire January 28, 2032. Read SEC document |
| January 28, 2022 Filed Dec 20, 2022 01:23 UTC Amendment | Utz Brands, Inc. UTZ · Entity 4492 | GrantStock Option (Right to Buy) · Derivative | 186,459 | $0.00 Strike: $15.51 | $0.00 |
DisclosureSEC source: 0001739566-22-000257 · wf-form4a_167149938489458.xml · derivative · entry 1 Lissette Dylan · CIK 0001821519 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,459 Underlying: Class A Common Stock · 186,459 shares Expires not disclosed F1 · shares: Represents stock options granted pursuant to the Issuer's 2020 Omnibus Equity Incentive Plan (the "Plan"). F2 · shares: On February 1, 2022, the reporting person filed a Form 4 which inadvertently reported that the number of options and shares of Class A Common Stock subject to such options was 149,166, when in fact, as reported in this amendment, the amount was 186,459. F3 · derivative.exercise_date: The shares subject to the stock option vest and become exercisable on December 31, 2024, subject to the reporting person's continuous service through such dates and subject to certain conditions as detailed in the Plan. F4 · derivative.expiration_date: The shares subject to stock option expire January 28, 2032. F2 · derivative.underlying_shares: On February 1, 2022, the reporting person filed a Form 4 which inadvertently reported that the number of options and shares of Class A Common Stock subject to such options was 149,166, when in fact, as reported in this amendment, the amount was 186,459. F2 · balance_after: On February 1, 2022, the reporting person filed a Form 4 which inadvertently reported that the number of options and shares of Class A Common Stock subject to such options was 149,166, when in fact, as reported in this amendment, the amount was 186,459. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 02:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Exercise / conversionRestricted Stock Unit and Tax-Offset Right · Derivative | 119,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-22-000022 · wf-form4_164143631970362.xml · derivative · entry 3 Lissette Dylan · CIK 0001821519 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 154,395 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted unit (an "RSU") that converted into shares of Class A Common Stock of Issuer, represented a contingent right to receive one share of Issuer's Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. The tax-offset right entitled the reporting person to receive, upon settlement of the RSU, a payment in cash or shares of Class A Common Stock with a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the RSU and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the RSU received capital gains treatment rather than ordinary income tax treatment in connection with the event. F3 · derivative.exercise_date: Subject to the forfeiture conditions set forth in an agreement with the Issuer, the restricted stock units are fully vested at the date of issuance. Vested shares of Class A Common Stock will be delivered to the reporting person no later than 30 days following a distribution event, which occurs upon the earlier of a change in control of Utz Quality Foods, LLC and December 31, 2021. F4 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Utz Brands, Inc. Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. F1 · derivative.underlying_shares: Each restricted unit (an "RSU") that converted into shares of Class A Common Stock of Issuer, represented a contingent right to receive one share of Issuer's Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. The tax-offset right entitled the reporting person to receive, upon settlement of the RSU, a payment in cash or shares of Class A Common Stock with a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the RSU and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the RSU received capital gains treatment rather than ordinary income tax treatment in connection with the event. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 02:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 67,540 | $15.95 | $1,077,263.00 |
DisclosureSEC source: 0001739566-22-000022 · wf-form4_164143631970362.xml · nonDerivative · entry 2 Lissette Dylan · CIK 0001821519 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,855 F2 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit and tax-offset right originally reported by the reporting person in a Form 4 filed with the Commission on September 1, 2020. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 02:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Exercise / conversionClass A Common Stock | 154,395 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001739566-22-000022 · wf-form4_164143631970362.xml · nonDerivative · entry 1 Lissette Dylan · CIK 0001821519 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,395 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted unit (an "RSU") that converted into shares of Class A Common Stock of Issuer, represented a contingent right to receive one share of Issuer's Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. The tax-offset right entitled the reporting person to receive, upon settlement of the RSU, a payment in cash or shares of Class A Common Stock with a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the RSU and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the RSU received capital gains treatment rather than ordinary income tax treatment in connection with the event. F1 · price: Each restricted unit (an "RSU") that converted into shares of Class A Common Stock of Issuer, represented a contingent right to receive one share of Issuer's Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. The tax-offset right entitled the reporting person to receive, upon settlement of the RSU, a payment in cash or shares of Class A Common Stock with a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the RSU and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the RSU received capital gains treatment rather than ordinary income tax treatment in connection with the event. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 22:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantStock Option (Right to Buy) · Derivative | 149,204 | $0.00 Strike: $16.34 | $0.00 |
DisclosureSEC source: 0001104659-20-101525 · tm2029480-18_4.xml · derivative · entry 2 Lissette Dylan · CIK 0001821519 · Director · Chief Executive officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,204 Underlying: Class A Common Stock · 149,204 shares Expires 2030-08-28 F4 · shares: Represents stock options granted pursuant to the Plan. F5 · derivative.exercise_date: The shares subject to the stock option vest and become exercisable under the following schedule, subject to the earlier filing of a Registration Statement on Form S-8 with the Securities and Exchange Commission: 50% of the shares subject to the stock option vest and become exercisable on December 31, 2022 and % of the shares subject to the stock option vest and become exercisable on December 31, 2023, subject to the reporting person's continuous employment through such dates and subject to certain conditions as detailed in the Plan. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 22:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantRestricted Stock Unit and tax-offset right · Derivative | 119,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-101525 · tm2029480-18_4.xml · derivative · entry 1 Lissette Dylan · CIK 0001821519 · Director · Chief Executive officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,454 Underlying: Class A Common Stock · 119,454 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Utz Brands, Inc. Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan (the "Plan"), and which is accompanied by a tax-offset right. F2 · shares: The accompanying tax-offset right entitles the reporting person to receive, upon settlement of the restricted stock unit, a payment in cash or shares of Class A Common Stock having a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the restricted stock unit and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the restricted stock unit received capital gains treatment rather than ordinary income tax treatment in connection with the event. F3 · derivative.exercise_date: Subject to the forfeiture conditions set forth in an agreement with the Issuer, the restricted stock units are fully vested at the date of issuance. Vested shares of Class A Common Stock will be delivered to the reporting person no later than 30 days following a distribution event, which occurs upon the earlier of a change in control of Utz Quality Foods, LLC and December 31, 2021. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Utz Brands, Inc. Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan (the "Plan"), and which is accompanied by a tax-offset right. 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.