Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zevia PBCZVIA · Entity 6762 | Director · President & CEO | March 26, 2026 | March 30, 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 March 26, 2026 · Filed March 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,534,125 |
Reported balance
After 2026-03-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-26 · Grant · Acquired 1,021,277 · Balance 2,534,125 F1: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of March 26, 2026 and are settled within 30 days following each vesting date. |
| Class A Common StockSEC Table I · non-derivative | Direct | 2,467,394 |
Reported balance
After 2026-03-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-26 · Sale · Disposed 66,731 · Balance 2,467,394 F2: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 169,394 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F3: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.15 to $1.20, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | Direct | 2,400,893 |
Reported balance
After 2026-03-27 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-03-27 · Sale · Disposed 66,501 · Balance 2,400,893 F4: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 202,882 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F5: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.12 to $1.17, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | Direct | 2,390,117 |
Reported balance
After 2026-03-30 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-03-30 · Sale · Disposed 10,776 · Balance 2,390,117 F4: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 202,882 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F6: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.13 to $1.195, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: Includes 1,820,212 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 219,423 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 600,000 RSUs began vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. 592,105 RSUs began vesting in 1/4 increments on each anniversary of March 14, 2025 and are settled within 30 days following each vesting date. 1,021,277 RSUs begin vesting in 1/4 increments on each anniversary of March 26, 2026 and will be settled within 30 days following each vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 5,500 |
Reported balance
Holding disclosure · report date 2026-03-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,500 F8: Represents shares held by Reporting Person's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of March 26, 2026 and are settled within 30 days following each vesting date.
F2: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 169,394 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person.
F3: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.15 to $1.20, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 202,882 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person.
F5: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.12 to $1.17, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.13 to $1.195, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: Includes 1,820,212 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 219,423 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 600,000 RSUs began vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. 592,105 RSUs began vesting in 1/4 increments on each anniversary of March 14, 2025 and are settled within 30 days following each vesting date. 1,021,277 RSUs begin vesting in 1/4 increments on each anniversary of March 26, 2026 and will be settled within 30 days following each vesting date.
F8: Represents shares held by Reporting Person's spouse.
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 |
|---|---|---|---|---|---|---|
| March 30, 2026 Filed Mar 30, 2026 19:01 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 10,776 | $1.16 | $12,521.71 |
DisclosureSEC source: 0001871800-26-000003 · form4-03302026_110309.xml · nonDerivative · entry 4 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,390,117 F4 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 202,882 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F6 · price: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.13 to $1.195, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · balance_after: Includes 1,820,212 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 219,423 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 600,000 RSUs began vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. 592,105 RSUs began vesting in 1/4 increments on each anniversary of March 14, 2025 and are settled within 30 days following each vesting date. 1,021,277 RSUs begin vesting in 1/4 increments on each anniversary of March 26, 2026 and will be settled within 30 days following each vesting date. Read SEC document |
| March 27, 2026 Filed Mar 30, 2026 19:01 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 66,501 | $1.14 | $75,644.89 |
DisclosureSEC source: 0001871800-26-000003 · form4-03302026_110309.xml · nonDerivative · entry 3 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,400,893 F4 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 202,882 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.12 to $1.17, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 19:01 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 66,731 | $1.17 | $77,901.77 |
DisclosureSEC source: 0001871800-26-000003 · form4-03302026_110309.xml · nonDerivative · entry 2 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,467,394 F2 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 169,394 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.15 to $1.20, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 19:01 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 1,021,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001871800-26-000003 · form4-03302026_110309.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,534,125 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of March 26, 2026 and are settled within 30 days following each vesting date. Read SEC document |
| March 18, 2025 Filed Mar 18, 2025 16:15 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 29,079 | $2.09 | $60,702.41 |
DisclosureSEC source: 0001415889-25-008389 · form4-03182025_040322.xml · nonDerivative · entry 3 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,512,848 F4 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 74,249 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $2.08 to $2.115, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F6 · balance_after: Includes 1,171,211 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 77,573 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. 219,423 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 600,000 RSUs began vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. 592,105 RSUs begin vesting in 1/4 increments on each anniversary of March 14, 2025 and are settled within 30 days following each vesting date. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 16:15 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 52,951 | $2.21 | $117,053.48 |
DisclosureSEC source: 0001415889-25-008389 · form4-03182025_040322.xml · nonDerivative · entry 2 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,541,927 F2 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 150,000 RSUs. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $2.13 to $2.25, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 16:15 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 592,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008389 · form4-03182025_040322.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,594,878 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of March 14, 2025 and are settled within 30 days following each vesting date. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 16:53 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 11,479 | $4.74 | $54,429.97 |
DisclosureSEC source: 0001415889-25-001943 · form4-01232025_090100.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,002,773 F1 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 33,332 restricted stock units ("RSUs"). This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $4.67 to $4.8023, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 803,355 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 77,573 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. 219,423 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 600,000 RSUs begin vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. Read SEC document |
| May 10, 2024 Filed May 14, 2024 19:12 UTC | Zevia PBC ZVIA · Entity 6762 | PurchaseClass A Common Stock | 55,000 | $0.89 | $49,005.00 |
DisclosureSEC source: 0001871800-24-000006 · primary_doc.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,014,252 F1 · price: The price reported in Column 4 is a weighted average purchase price of the Issuer's Class A Common Stock. These shares were purchased in multiple transactions at prices ranging from $0.8516 to $0.9072, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 836,687 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 33,332 RSUs are vested in full, subject to deferred settlement on January 17, 2025. 77,573 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. 219,423 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 600,000 RSUs begin vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. F3 · balance_after: The Reporting Person has agreed to disgorge to the Issuer all profits deemed to be realized from this transaction pursuant to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 26, 2024 Filed Mar 28, 2024 17:25 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 30,703 | $1.02 | $31,169.69 |
DisclosureSEC source: 0001871800-24-000005 · primary_doc.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 959,252 F1 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 74,248 restricted stock units ("RSUs"). This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average purchase price of the Issuer's Class A Common Stock. These shares were purchased in multiple transactions at prices ranging from $0.9872 to $1.08, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 836,687 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 33,332 RSUs are vested in full, subject to deferred settlement on January 17, 2025. 77,573 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. 219,423 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 600,000 RSUs begin vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:06 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001871800-24-000002 · primary_doc.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 989,955 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. F2 · balance_after: Includes 910,935 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 33,332 RSUs are vested in full, subject to deferred settlement on January 17, 2025. 77,573 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. 219,423 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 600,000 RSUs begin vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. F3 · balance_after: Reflects a reduction of 89 RSUs, which were overreported on the Form 4 filed on March 22, 2023 and in subsequent reports, due to a calculation error. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 16:56 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 11,848 | $1.73 | $20,460.31 |
DisclosureSEC source: 0001209191-24-002237 · doc4.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,044 F1 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 33,334 restricted stock units ("RSUs"). This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average purchase price of the Issuer's Class A Common Stock. These shares were purchased in multiple transactions at prices ranging from $1.70 to $1.77, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 311,024 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 33,332 RSUs are vested in full, subject to deferred settlement on January 17, 2025. 77,573 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. 219,512 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 16:46 UTC | Zevia PBC ZVIA · Entity 6762 | PurchaseClass A Common Stock | 11,700 | $2.11 | $24,665.94 |
DisclosureSEC source: 0001209191-23-055029 · doc4.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401,892 F1 · price: The price reported in Column 4 is a weighted average purchase price of the Issuer's Class A Common Stock. These shares were purchased in multiple transactions at prices ranging from $2.04 to $2.18, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 344,358 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 66,666 RSUs are vested in full, subject to deferred settlement in two equal installments on each of January 17, 2024 and January 17, 2025. 77,573 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. 219,512 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. Read SEC document |
| March 23, 2023 Filed Mar 24, 2023 19:00 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 6,893 | $3.16 | $21,753.62 |
DisclosureSEC source: 0001209191-23-021132 · doc4.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,192 F1 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 19,393 restricted stock units ("RSUs"). This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $3.05 to $3.21, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 344,358 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 66,666 RSUs are vested in full, subject to deferred settlement in two equal installments on each of January 17, 2024 and January 17, 2025. 77,573 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. 219,512 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 16:08 UTC | Zevia PBC ZVIA · Entity 6762 | GrantStock Option (Right to Buy) · Derivative | 365,854 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020497 · doc4.xml · derivative · entry 3 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 365,854 Underlying: Class A Common Stock · 365,854 shares Expires 2033-03-17 F4 · derivative.exercise_date: Represents options to purchase Class A common Stock of the Issuer granted under the 2021 Plan. These options vest in 1/4 increments on each anniversary of March 17, 2023. Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 16:08 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 219,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020497 · doc4.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 397,085 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. F2 · balance_after: Includes 363,751 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 66,666 RSUs are vested in full, subject to deferred settlement in two equal installments on each of January 17, 2024 and January 17, 2025. 77,573 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. 219,512 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 17:32 UTC | Zevia PBC ZVIA · Entity 6762 | PurchaseClass A Common Stock | 5,500 | $4.52 | $24,860.00 |
DisclosureSEC source: 0001209191-22-048557 · doc4.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,500 F1 · balance_after: Represents shares held by Reporting Person's spouse. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 18:10 UTC | Zevia PBC ZVIA · Entity 6762 | GrantStock Option (Right to Buy) · Derivative | 231,873 | $0.00 Strike: $3.55 | $0.00 |
DisclosureSEC source: 0001209191-22-044316 · doc4.xml · derivative · entry 2 Taylor Amy · CIK 0001871800 · Director · President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,873 Underlying: Class A Common Stock · 231,873 shares Expires 2032-08-01 F2 · derivative.exercise_date: Represents options to purchase 231,873 shares of Class A Common Stock of the Issuer granted under the 2021 Plan. These options vest in 1/4 increments on each anniversary of August 1, 2022. F2 · derivative.expiration_date: Represents options to purchase 231,873 shares of Class A Common Stock of the Issuer granted under the 2021 Plan. These options vest in 1/4 increments on each anniversary of August 1, 2022. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 18:10 UTC | Zevia PBC ZVIA · Entity 6762 | GrantStock Option (Right to Buy) · Derivative | 231,872 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001209191-22-044316 · doc4.xml · derivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,872 Underlying: Class A Common Stock · 231,872 shares Expires 2032-08-01 F1 · derivative.exercise_date: Represents options to purchase 231,872 shares of Class A Common Stock of the Issuer granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). These options vest in 1/4 increments on each anniversary of August 1, 2022. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 20:03 UTC | Zevia PBC ZVIA · Entity 6762 | GrantStock Option (Right to Buy) · Derivative | 127,549 | $0.00 Strike: $4.12 | $0.00 |
DisclosureSEC source: 0001209191-22-020406 · doc4.xml · derivative · entry 2 Taylor Amy · CIK 0001871800 · Director · President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,549 Underlying: Class A Common Stock · 127,549 shares Expires 2032-03-17 F3 · derivative.exercise_date: Represents options to purchase Class A common Stock of the Issuer granted under the 2021 Plan. These options vest in 1/4 increments on each anniversary of March 17, 2022. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 20:03 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 77,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020406 · doc4.xml · nonDerivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,573 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. F2 · balance_after: Includes 177,573 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 100,000 RSUs are vested in full, subject to deferred settlement in 1/3 increments on each of January 17, 2023, January 17, 2024, and January 17, 2025. 77,573 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2022 and are settled within 30 days following each vesting date. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 17:06 UTC | Zevia PBC ZVIA · Entity 6762 | GrantStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0000899243-21-029708 · doc4.xml · derivative · entry 1 Taylor Amy · CIK 0001871800 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2031-07-21 F1 · derivative.exercise_date: Represents options to purchase 50,000 shares of Class A Common Stock of the Issuer granted under the Zevia PBC 2021 Equity Incentive Plan. The options will vest as follows: (i) 25% on the first anniversary of the vesting commencement date of 6/28/2021 and (ii) 1/48 at the end of each one-month period thereafter over the following three years, subject to the Reporting Person's continued service to the Issuer. 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.