Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dutch Bros Inc.BROS · Entity 3641 | President of Operations | March 01, 2025 | March 04, 2025 |
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, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,321 |
Ending reported balance
After 2025-03-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-03-01 · Exercise / conversion · Acquired 8,426 · Balance 8,426 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Row 2 · 2025-03-01 · Tax withholding · Disposed 2,318 · Balance 6,108 Row 3 · 2025-03-01 · Exercise / conversion · Acquired 6,179 · Balance 12,287 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Row 4 · 2025-03-01 · Tax withholding · Disposed 1,966 · Balance 10,321 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,852 |
Reported balance
After 2025-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-03-01 · Exercise / conversion · Disposed 8,426 · Balance 16,852 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 March 1, 2025, March 1, 2026, March 1, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,358 |
Reported balance
After 2025-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-03-01 · Exercise / conversion · Disposed 6,179 · Balance 12,358 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 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 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, 2025 Filed Mar 4, 2025 20:31 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000093 · wk-form4_1741120297.xml · derivative · entry 6 Ghosh Sumitro · CIK 0002018086 · President of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,358 Underlying: Class A Common Stock · 6,179 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, 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, March 1, 2027. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:31 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 8,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000093 · wk-form4_1741120297.xml · derivative · entry 5 Ghosh Sumitro · CIK 0002018086 · President of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,852 Underlying: Class A Common Stock · 8,426 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, 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, March 1, 2027. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:31 UTC | Dutch Bros Inc. BROS · Entity 3641 | Tax withholdingClass A Common Stock | 1,966 | $79.16 | $155,628.56 |
DisclosureSEC source: 0001866581-25-000093 · wk-form4_1741120297.xml · nonDerivative · entry 4 Ghosh Sumitro · CIK 0002018086 · President of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,321 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:31 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 6,179 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001866581-25-000093 · wk-form4_1741120297.xml · nonDerivative · entry 3 Ghosh Sumitro · CIK 0002018086 · President of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,287 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 20:31 UTC | Dutch Bros Inc. BROS · Entity 3641 | Tax withholdingClass A Common Stock | 2,318 | $79.16 | $183,492.88 |
DisclosureSEC source: 0001866581-25-000093 · wk-form4_1741120297.xml · nonDerivative · entry 2 Ghosh Sumitro · CIK 0002018086 · President of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,108 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:31 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 8,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001866581-25-000093 · wk-form4_1741120297.xml · nonDerivative · entry 1 Ghosh Sumitro · CIK 0002018086 · President of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,426 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 20:38 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 4,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000060 · wk-form4_1740429480.xml · derivative · entry 1 Ghosh Sumitro · CIK 0002018086 · President of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,571 Underlying: Class A Common Stock · 4,571 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.