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 | 1,788,861 |
Reported balance
After 2026-02-09 transaction · row 1
1 source rowRow 1 · 2026-02-09 · Grant · Acquired 239,360 · Balance 1,788,861 F1: The 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 | IndirectBy the Jennifer Garner Trust | 146,683 |
Reported balance
After 2026-02-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-02-09 · Grant · Acquired 146,683 · Balance 146,683 F1: The 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 A-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 58,718 · Balance 0 F1: The 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 B-1 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 160,259 · Balance 0 F1: The 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 B-2 Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-09 · Disposition to issuer · Disposed 20,383 · Balance 0 F1: The 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-1 Preferred StockSEC Table II · derivative / convertible security | IndirectBy the Jennifer Garner Trust | 0 |
Reported balance
After 2026-02-09 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-09 · Disposition to issuer · Disposed 95,632 · Balance 0 F1: The 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 D Preferred StockSEC Table II · derivative / convertible security | IndirectBy the Jennifer Garner Trust | 0 |
Reported balance
After 2026-02-09 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-09 · Disposition to issuer · Disposed 51,051 · Balance 0 F1: The 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 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.
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 01:23 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | Disposition to issuerSeries D Preferred Stock · Derivative | 51,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043259 · ownership.xml · derivative · entry 7 Garner Jennifer Anne · CIK 0002083657 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By the Jennifer Garner Trust Disclosed balance after: 0 Underlying: Common Stock · 51,051 shares Expires not disclosed F1 · derivative.exercise_price: The 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 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 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 01:23 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | Disposition to issuerSeries C-1 Preferred Stock · Derivative | 95,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043259 · ownership.xml · derivative · entry 6 Garner Jennifer Anne · CIK 0002083657 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By the Jennifer Garner Trust Disclosed balance after: 0 Underlying: Common Stock · 95,632 shares Expires not disclosed F1 · derivative.exercise_price: The 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 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 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 01:23 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | Disposition to issuerSeries B-2 Preferred Stock · Derivative | 20,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043259 · ownership.xml · derivative · entry 5 Garner Jennifer Anne · CIK 0002083657 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,383 shares Expires not disclosed F1 · derivative.exercise_price: The 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 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 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 01:23 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | Disposition to issuerSeries B-1 Preferred Stock · Derivative | 160,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043259 · ownership.xml · derivative · entry 4 Garner Jennifer Anne · CIK 0002083657 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 160,259 shares Expires not disclosed F1 · derivative.exercise_price: The 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 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 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 01:23 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | Disposition to issuerSeries A-1 Preferred Stock · Derivative | 58,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043259 · ownership.xml · derivative · entry 3 Garner Jennifer Anne · CIK 0002083657 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,718 shares Expires not disclosed F1 · derivative.exercise_price: The 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 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 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 01:23 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | GrantCommon Stock | 146,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-043259 · ownership.xml · nonDerivative · entry 2 Garner Jennifer Anne · CIK 0002083657 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By the Jennifer Garner Trust Disclosed balance after: 146,683 F1 · price: The 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 01:23 UTC | Once Upon a Farm, PBC OFRM · Entity 5196 | GrantCommon Stock | 239,360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-043259 · ownership.xml · nonDerivative · entry 1 Garner Jennifer Anne · CIK 0002083657 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,788,861 F1 · price: The 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.