Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Once Upon a Farm, PBCOFRM · Entity 5196 | Director | February 09, 2026 | February 10, 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.
Once Upon a Farm, PBC
Report date February 09, 2026 · Filed February 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,039 |
Reported balance
After 2026-02-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-09 · Grant · Acquired 46,039 · Balance 46,039 F1: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 52,151 |
Reported balance
After 2026-02-09 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-09 · Grant · Acquired 6,112 · Balance 52,151 F2: In connection with the closing of the Issuer's initial public offering, the reporting person was granted restricted stock units, which vest fully on the earlier of the first anniversary of the closing of the initial public offering and the next annual meeting of stockholders, subject to the reporting person's continued service on the Issuer's Board of Directors through such date. |
| Series C-1 Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-09 · Disposition to issuer · Disposed 16,493 · Balance 0 F1: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. |
| Series C-2 Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-09 · Disposition to issuer · Disposed 29,546 · Balance 0 F1: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026.
F2: In connection with the closing of the Issuer's initial public offering, the reporting person was granted restricted stock units, which vest fully on the earlier of the first anniversary of the closing of the initial public offering and the next annual meeting of stockholders, subject to the reporting person's continued service on the Issuer's Board of Directors through such 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 |
|---|---|---|---|---|---|---|
| February 09, 2026 Filed Feb 10, 2026 01:22 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | Disposition to issuerSeries C-2 Preferred Stock · Derivative | 29,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043257 · ownership.xml · derivative · entry 4 Bent Megan Reimers · CIK 0002085782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,546 shares Expires not disclosed F1 · derivative.exercise_price: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. F1 · derivative.exercise_date: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. F1 · derivative.expiration_date: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 01:22 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | Disposition to issuerSeries C-1 Preferred Stock · Derivative | 16,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043257 · ownership.xml · derivative · entry 3 Bent Megan Reimers · CIK 0002085782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,493 shares Expires not disclosed F1 · derivative.exercise_price: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. F1 · derivative.exercise_date: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. F1 · derivative.expiration_date: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 01:22 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | GrantCommon Stock | 6,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043257 · ownership.xml · nonDerivative · entry 2 Bent Megan Reimers · CIK 0002085782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,151 F2 · security: In connection with the closing of the Issuer's initial public offering, the reporting person was granted restricted stock units, which vest fully on the earlier of the first anniversary of the closing of the initial public offering and the next annual meeting of stockholders, subject to the reporting person's continued service on the Issuer's Board of Directors through such date. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 01:22 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | GrantCommon Stock | 46,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-043257 · ownership.xml · nonDerivative · entry 1 Bent Megan Reimers · CIK 0002085782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,039 F1 · price: The Series C-1 and Series C-2 Preferred Stock automatically converted, for no additional consideration, into shares of common stock of Once Upon a Farm, PBC (the "Issuer"), as of the closing of the Issuer's initial public offering on February 9, 2026. 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.