Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dutch Bros Inc.BROS · Entity 3641 | Chief Financial Officer | March 01, 2026 | March 03, 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 March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 30,260 |
Ending reported balance
After 2026-03-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-01 · Exercise / conversion · Acquired 11,403 · Balance 28,261 Row 2 · 2026-03-01 · Tax withholding · Disposed 4,631 · Balance 23,630 Row 3 · 2026-03-01 · Exercise / conversion · Acquired 11,403 · Balance 35,033 Row 4 · 2026-03-01 · Tax withholding · Disposed 4,773 · Balance 30,260 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,590 |
Reported balance
After 2026-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-01 · Grant · Acquired 12,590 · Balance 12,590 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of February 20, 2027, February 20, 2028, and February 20, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,403 |
Reported balance
After 2026-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-01 · Exercise / conversion · Disposed 11,403 · Balance 11,403 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3: On March 1, 2024, the reporting person received an award of 34,209 restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, and March 1, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,403 |
Reported balance
After 2026-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-01 · Exercise / conversion · Disposed 11,403 · Balance 11,403 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4: On March 1, 2024, the reporting person received an award of 34,209 restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, March 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of February 20, 2027, February 20, 2028, and February 20, 2029.
F3: On March 1, 2024, the reporting person received an award of 34,209 restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, and March 1, 2027.
F4: On March 1, 2024, the reporting person received an award of 34,209 restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, March 1, 2027.
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 01, 2026 Filed Mar 3, 2026 00:22 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 11,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000047 · wk-form4_1772497374.xml · derivative · entry 7 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,403 Underlying: Class A Common Stock · 11,403 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 stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: On March 1, 2024, the reporting person received an award of 34,209 restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, March 1, 2027. F4 · derivative.expiration_date: On March 1, 2024, the reporting person received an award of 34,209 restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, March 1, 2027. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 00:22 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 11,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000047 · wk-form4_1772497374.xml · derivative · entry 6 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,403 Underlying: Class A Common Stock · 11,403 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 stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: On March 1, 2024, the reporting person received an award of 34,209 restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, and March 1, 2027. F3 · derivative.expiration_date: On March 1, 2024, the reporting person received an award of 34,209 restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, and March 1, 2027. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 00:22 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 12,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000047 · wk-form4_1772497374.xml · derivative · entry 5 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,590 Underlying: Class A Common Stock · 12,590 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of February 20, 2027, February 20, 2028, and February 20, 2029. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of February 20, 2027, February 20, 2028, and February 20, 2029. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 00:22 UTC | Dutch Bros Inc. BROS · Entity 3641 | Tax withholdingClass A Common Stock | 4,773 | $53.61 | $255,880.53 |
DisclosureSEC source: 0001866581-26-000047 · wk-form4_1772497374.xml · nonDerivative · entry 4 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,260 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 00:22 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 11,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000047 · wk-form4_1772497374.xml · nonDerivative · entry 3 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,033 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. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 00:22 UTC | Dutch Bros Inc. BROS · Entity 3641 | Tax withholdingClass A Common Stock | 4,631 | $53.61 | $248,267.91 |
DisclosureSEC source: 0001866581-26-000047 · wk-form4_1772497374.xml · nonDerivative · entry 2 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,630 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 00:22 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 11,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000047 · wk-form4_1772497374.xml · nonDerivative · entry 1 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,261 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. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:51 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 2,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000036 · wk-form4_1771973502.xml · derivative · entry 3 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,080 Underlying: Class A Common Stock · 2,539 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 stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of February 20, 2026, February 20, 2027, and February 20, 2028. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of February 20, 2026, February 20, 2027, and February 20, 2028. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:51 UTC | Dutch Bros Inc. BROS · Entity 3641 | Tax withholdingClass A Common Stock | 782 | $48.81 | $38,169.42 |
DisclosureSEC source: 0001866581-26-000036 · wk-form4_1771973502.xml · nonDerivative · entry 2 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,858 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:51 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 2,539 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001866581-26-000036 · wk-form4_1771973502.xml · nonDerivative · entry 1 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,640 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:32 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 11,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000094 · wk-form4_1741120320.xml · derivative · entry 6 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,806 Underlying: Class A Common Stock · 11,403 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 stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, and March 1, 2027. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, and March 1, 2027. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:32 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 11,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000094 · wk-form4_1741120320.xml · derivative · entry 5 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,806 Underlying: Class A Common Stock · 11,403 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 stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, and March 1, 2027. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of March 1, 2025, March 1, 2026, and March 1, 2027. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:32 UTC | Dutch Bros Inc. BROS · Entity 3641 | Tax withholdingClass A Common Stock | 4,588 | $79.16 | $363,186.08 |
DisclosureSEC source: 0001866581-25-000094 · wk-form4_1741120320.xml · nonDerivative · entry 4 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,101 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:32 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 11,403 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001866581-25-000094 · wk-form4_1741120320.xml · nonDerivative · entry 3 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,689 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:32 UTC | Dutch Bros Inc. BROS · Entity 3641 | Tax withholdingClass A Common Stock | 3,117 | $79.16 | $246,741.72 |
DisclosureSEC source: 0001866581-25-000094 · wk-form4_1741120320.xml · nonDerivative · entry 2 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,286 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:32 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 11,403 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001866581-25-000094 · wk-form4_1741120320.xml · nonDerivative · entry 1 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,403 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 20:34 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 7,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000056 · wk-form4_1740429268.xml · derivative · entry 1 Guenser Joshua J · CIK 0001910116 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,619 Underlying: Class A Common Stock · 7,619 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of February 20, 2026, February 20, 2027, and February 20, 2028. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 33.33% of which will vest on each of February 20, 2026, February 20, 2027, and February 20, 2028. 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.