Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zevia PBCZVIA · Entity 6762 | Chief Financial Officer | March 25, 2026 | March 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.
Zevia PBC
Report date March 25, 2026 · Filed March 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 327,909 |
Reported balance
After 2026-03-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-25 · Sale · Disposed 41,662 · Balance 327,909 F1: 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 96,671 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: 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 $1.17 to $1.23, 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 | 781,810 |
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 · Grant · Acquired 453,901 · Balance 781,810 F3: Represents 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. F4: Includes 696,584 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 189,314 RSUs began vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. 197,368 RSUs began vesting in 1/4 increments on each anniversary of March 14, 2025 and are settled within 30 days following each vesting date. 453,901 RSUs begin vesting in 1/4 increments on each anniversary of March 26, 2026 and are settled within 30 days following each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 96,671 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: 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 $1.17 to $1.23, 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: Represents 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.
F4: Includes 696,584 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 189,314 RSUs began vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. 197,368 RSUs began vesting in 1/4 increments on each anniversary of March 14, 2025 and are settled within 30 days following each vesting date. 453,901 RSUs begin vesting in 1/4 increments on each anniversary of March 26, 2026 and are settled within 30 days following each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 26, 2026 Filed Mar 27, 2026 16:23 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 453,901 | $0.00 | $0.00 |
DisclosureSEC source: 0002013276-26-000002 · form4-03272026_080305.xml · nonDerivative · entry 2 Satya Girish · CIK 0002013276 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 781,810 F3 · shares: Represents 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. F4 · balance_after: Includes 696,584 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 189,314 RSUs began vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. 197,368 RSUs began vesting in 1/4 increments on each anniversary of March 14, 2025 and are settled within 30 days following each vesting date. 453,901 RSUs begin vesting 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 25, 2026 Filed Mar 27, 2026 16:23 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 41,662 | $1.18 | $49,136.16 |
DisclosureSEC source: 0002013276-26-000002 · form4-03272026_080305.xml · nonDerivative · entry 1 Satya Girish · CIK 0002013276 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,909 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 96,671 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 $1.17 to $1.23, 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 17, 2025 Filed Mar 18, 2025 16:15 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 17,111 | $2.23 | $38,147.26 |
DisclosureSEC source: 0001415889-25-008390 · form4-03182025_040324.xml · nonDerivative · entry 2 Satya Girish · CIK 0002013276 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,571 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 47,328 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 $2.20 to $2.295, 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 · balance_after: Includes 339,354 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 189,314 RSUs began vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. 197,368 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 | GrantClass A Common Stock | 197,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008390 · form4-03182025_040324.xml · nonDerivative · entry 1 Satya Girish · CIK 0002013276 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 386,682 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 |
| March 11, 2024 Filed Mar 13, 2024 19:02 UTC | Zevia PBC ZVIA · Entity 6762 | GrantStock Option (Right to Buy) · Derivative | 338,773 | $0.00 Strike: $1.36 | $0.00 |
DisclosureSEC source: 0002013276-24-000005 · primary_doc.xml · derivative · entry 2 Satya Girish · CIK 0002013276 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,773 Underlying: Class A Common Stock · 338,773 shares Expires 2034-03-11 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 11, 2024. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 19:02 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 189,314 | $0.00 | $0.00 |
DisclosureSEC source: 0002013276-24-000005 · primary_doc.xml · nonDerivative · entry 1 Satya Girish · CIK 0002013276 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,314 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 189,314 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 189,314 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.