Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Utz Brands, Inc.UTZ · Entity 4492 | EVP & Chief Customer Officer | January 02, 2025 | January 07, 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.
Utz Brands, Inc.
Report date January 02, 2025 · Filed January 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 121,313 |
Ending reported balance
After 2025-01-06 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2024-12-31 · Grant · Acquired 324 · Balance 108,768 F1: The shares of Issuer's Class A Common Stock were acquired on December 31, 2024 pursuant to the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d). Row 2 · 2025-01-02 · Tax withholding · Disposed 1,952 · Balance 106,816 F2: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on December 19, 2022. Row 3 · 2025-01-02 · Tax withholding · Disposed 1,431 · Balance 105,385 F3: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on February 2, 2023. Row 4 · 2025-01-02 · Tax withholding · Disposed 1,698 · Balance 103,687 F4: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on February 2, 2024. Row 5 · 2025-01-03 · Grant · Acquired 13,380 · Balance 117,067 F5: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan") made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F6: The restricted stock units vest under the following schedule: Subject to the terms of the restricted stock unit award agreement, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2025, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2026, and 33.34% shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2027, subject to the reporting person's Continuous Service (as defined in the Plan) to the Company through such dates and subject to certain conditions detailed in the Plan. Row 6 · 2025-01-06 · Grant · Acquired 7,296 · Balance 124,363 F7: Represents shares issued upon vesting of performance share unit awards, as approved on January 2, 2025 by the Compensation Committee of the Board of Directors of the Issuer. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3. Row 7 · 2025-01-06 · Tax withholding · Disposed 3,050 · Balance 121,313 F8: Represents shares withheld for payment of tax liability arising as a result of the vesting of a performance share unit award reported by the reporting person in this Form 4. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 700 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 700 F9: The shares are held in a trust for the benefit of the reporting person and his spouse. The reporting person and their spouse are trustees of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Issuer's Class A Common Stock were acquired on December 31, 2024 pursuant to the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d).
F2: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on December 19, 2022.
F3: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on February 2, 2023.
F4: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on February 2, 2024.
F5: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan") made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F6: The restricted stock units vest under the following schedule: Subject to the terms of the restricted stock unit award agreement, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2025, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2026, and 33.34% shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2027, subject to the reporting person's Continuous Service (as defined in the Plan) to the Company through such dates and subject to certain conditions detailed in the Plan.
F7: Represents shares issued upon vesting of performance share unit awards, as approved on January 2, 2025 by the Compensation Committee of the Board of Directors of the Issuer. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3.
F8: Represents shares withheld for payment of tax liability arising as a result of the vesting of a performance share unit award reported by the reporting person in this Form 4.
F9: The shares are held in a trust for the benefit of the reporting person and his spouse. The reporting person and their spouse are trustees of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| January 06, 2025 Filed Jan 7, 2025 02:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 3,050 | $15.66 | $47,763.00 |
DisclosureSEC source: 0001739566-25-000022 · wk-form4_1736217518.xml · nonDerivative · entry 7 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,313 F8 · shares: Represents shares withheld for payment of tax liability arising as a result of the vesting of a performance share unit award reported by the reporting person in this Form 4. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 02:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 7,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-25-000022 · wk-form4_1736217518.xml · nonDerivative · entry 6 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,363 F7 · shares: Represents shares issued upon vesting of performance share unit awards, as approved on January 2, 2025 by the Compensation Committee of the Board of Directors of the Issuer. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 02:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 13,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-25-000022 · wk-form4_1736217518.xml · nonDerivative · entry 5 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,067 F5 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan") made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F6 · shares: The restricted stock units vest under the following schedule: Subject to the terms of the restricted stock unit award agreement, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2025, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2026, and 33.34% shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2027, subject to the reporting person's Continuous Service (as defined in the Plan) to the Company through such dates and subject to certain conditions detailed in the Plan. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 02:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 1,698 | $15.66 | $26,590.68 |
DisclosureSEC source: 0001739566-25-000022 · wk-form4_1736217518.xml · nonDerivative · entry 4 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,687 F4 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on February 2, 2024. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 02:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 1,431 | $15.66 | $22,409.46 |
DisclosureSEC source: 0001739566-25-000022 · wk-form4_1736217518.xml · nonDerivative · entry 3 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,385 F3 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on February 2, 2023. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 02:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 1,952 | $15.66 | $30,568.32 |
DisclosureSEC source: 0001739566-25-000022 · wk-form4_1736217518.xml · nonDerivative · entry 2 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,816 F2 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on December 19, 2022. Read SEC document |
| December 31, 2024 Filed Jan 7, 2025 02:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 324 | $14.88 | $4,821.12 |
DisclosureSEC source: 0001739566-25-000022 · wk-form4_1736217518.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,768 F1 · shares: The shares of Issuer's Class A Common Stock were acquired on December 31, 2024 pursuant to the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| June 30, 2024 Filed Aug 5, 2024 21:01 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 318 | $15.14 | $4,814.52 |
DisclosureSEC source: 0001739566-24-000137 · wk-form4_1722891690.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,444 F1 · shares: The shares of Issuer's Class A Common Stock were acquired on June 30, 2024 pursuant to the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| May 06, 2024 Filed May 7, 2024 01:41 UTC | Utz Brands, Inc. UTZ · Entity 4492 | SaleClass A Common Stock | 20,103 | $19.47 | $391,385.31 |
DisclosureSEC source: 0001821897-24-000003 · wk-form4_1715046069.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,126 F1 · price: The price reported in this box in Column 4 is a weighted average price. These shares were sold in transactions at prices ranging from $19.4307 to $19.54. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 31, 2024 Filed Feb 3, 2024 02:03 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 1,445 | $16.24 | $23,466.80 |
DisclosureSEC source: 0001739566-24-000023 · wk-form4_1706925787.xml · nonDerivative · entry 8 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,229 F9 · shares: Represents shares withheld for payment of tax liability arising as a result of the vesting of a performance stock unit award reported by the reporting person in this Form 4. Read SEC document |
| January 31, 2024 Filed Feb 3, 2024 02:03 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 4,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-24-000023 · wk-form4_1706925787.xml · nonDerivative · entry 7 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,674 F8 · shares: Represents shares issued upon vesting of performance share unit awards, as approved on January 31, 2024 by the Compensation Committee of the Board of Directors of the Issuer. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3. Read SEC document |
| January 31, 2024 Filed Feb 3, 2024 02:03 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 13,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-24-000023 · wk-form4_1706925787.xml · nonDerivative · entry 6 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,400 F6 · shares: The restricted stock units vest under the following schedule: Subject to the terms of the restricted stock unit award agreement, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2024, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2025, and 33.34% shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2026, subject to the reporting person's Continuous Service (as defined in the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (the "EIP")) to the Company through such dates and subject to certain conditions detailed in the EIP. F7 · shares: Each of the shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the EIP, made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| December 31, 2023 Filed Feb 3, 2024 02:03 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 1,578 | $16.24 | $25,626.72 |
DisclosureSEC source: 0001739566-24-000023 · wk-form4_1706925787.xml · nonDerivative · entry 5 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,206 F5 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on December 19, 2022. Read SEC document |
| December 31, 2023 Filed Feb 3, 2024 02:03 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 1,157 | $16.24 | $18,789.68 |
DisclosureSEC source: 0001739566-24-000023 · wk-form4_1706925787.xml · nonDerivative · entry 4 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,784 F4 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Commission on February 2, 2023. Read SEC document |
| December 29, 2023 Filed Feb 3, 2024 02:03 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 302 | $15.43 | $4,659.86 |
DisclosureSEC source: 0001739566-24-000023 · wk-form4_1706925787.xml · nonDerivative · entry 3 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,941 F3 · shares: The shares of Issuer's Class A Common Stock were acquired on December 29, 2023 pursuant to the ESPP. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| June 30, 2023 Filed Feb 3, 2024 02:03 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 301 | $15.38 | $4,629.38 |
DisclosureSEC source: 0001739566-24-000023 · wk-form4_1706925787.xml · nonDerivative · entry 2 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,639 F2 · shares: The shares of Issuer's Class A Common Stock were acquired on June 30, 2023 pursuant to the Utz Brands, Inc. 2021 Employee Stock Purchase Plan (the "ESPP"). The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:51 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 2,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-23-000019 · wf-form4_167537826387058.xml · nonDerivative · entry 3 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,345 F4 · shares: Represents shares issued upon vesting of performance share unit awards, as approved on January 31, 2023 by the Compensation Committee of the Board of Directors of the Issuer. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:51 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 10,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-23-000019 · wf-form4_167537826387058.xml · nonDerivative · entry 2 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,359 F2 · shares: Each of the shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan"), made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · shares: The restricted stock units vest under the following schedule: Subject to the terms of the restricted stock unit award agreement, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2023, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2024, and 33.34% shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2025, subject to the reporting person's Continuous Service (as defined in the Plan) to the Company through such dates and subject to certain conditions detailed in the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan. Read SEC document |
| January 31, 2023 Filed Feb 3, 2024 02:03 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 1,007 | $15.86 | $15,971.02 |
DisclosureSEC source: 0001739566-24-000023 · wk-form4_1706925787.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,338 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the vesting of a performance stock unit award reported by the reporting person in a Form 4 filed with the Commission on February 2, 2023. Read SEC document |
| December 30, 2022 Filed Feb 2, 2023 22:51 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 335 | $13.46 | $4,508.70 |
DisclosureSEC source: 0001739566-23-000019 · wf-form4_167537826387058.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,093 F1 · shares: The shares of Issuer's Class A Common Stock were acquired on December 30, 2022 pursuant to the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 01:47 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 14,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-22-000269 · wf-form4_167150085672723.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,758 F1 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan"), made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · shares: The restricted stock units vest under the following schedule: Subject to the terms of the restricted stock unit award agreement, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2023, 33.33% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2024, and 33.34% shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2025, subject to the reporting person's Continuous Service (as defined in the Plan) to the Company through such dates and subject to certain conditions detailed in the Plan. F1 · price: The shares of Issuer's Class A Common Stock are subject to a restricted unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan"), made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| June 30, 2022 Filed Jul 6, 2022 20:13 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 349 | $12.78 | $4,461.44 |
DisclosureSEC source: 0001739566-22-000182 · wf-form4_165713837034126.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,751 F1 · shares: The shares of Issuer's Class A Common Stock were acquired on June 30, 2022 pursuant to the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 01:18 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 700 | $13.80 | $9,660.00 |
DisclosureSEC source: 0001739566-22-000103 · wf-form4_164678867010233.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 700 F1 · ownership.nature: The shares are held in a trust for the benefit of the reporting person and his spouse. The reporting person and their spouse are trustees of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 28, 2022 Filed Feb 2, 2022 00:47 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantStock Option (Right to Buy) · Derivative | 31,269 | $0.00 Strike: $15.51 | $0.00 |
DisclosureSEC source: 0001739566-22-000071 · wf-form4_164376285929899.xml · derivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,269 Underlying: Class A Common Stock · 31,269 shares Expires not disclosed F1 · shares: Represents stock options granted pursuant to the Issuer's 2020 Omnibus Equity Incentive Plan (the "Plan"). F2 · derivative.exercise_date: The shares subject to the stock option vest and become exercisable on December 31, 2024, subject to the reporting person's continuous employment through such dates and subject to certain conditions as detailed in the Plan. F3 · derivative.expiration_date: The shares subject to stock option expire January 28, 2032. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 02:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Exercise / conversionRestricted Stock Unit and Tax-Offset Right · Derivative | 119,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-22-000023 · wf-form4_164143633978115.xml · derivative · entry 4 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 154,395 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. F2 · derivative.exercise_price: Each restricted unit (an "RSU") that converted into shares of Class A Common Stock of Issuer, represented a contingent right to receive one share of Issuer's Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. The tax-offset right entitled the reporting person to receive, upon settlement of the RSU, a payment in cash or shares of Class A Common Stock with a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the RSU and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the RSU received capital gains treatment rather than ordinary income tax treatment in connection with the event. F2 · shares: Each restricted unit (an "RSU") that converted into shares of Class A Common Stock of Issuer, represented a contingent right to receive one share of Issuer's Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. The tax-offset right entitled the reporting person to receive, upon settlement of the RSU, a payment in cash or shares of Class A Common Stock with a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the RSU and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the RSU received capital gains treatment rather than ordinary income tax treatment in connection with the event. F4 · derivative.exercise_date: Subject to the forfeiture conditions set forth in an agreement with the Issuer, the restricted stock units are fully vested at the date of issuance. Vested shares of Class A Common Stock will be delivered to the reporting person no later than 30 days following a distribution event, which occurs upon the earlier of a change in control of Utz Quality Foods, LLC and December 31, 2021. F5 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Utz Brands, Inc. Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. F2 · derivative.underlying_shares: Each restricted unit (an "RSU") that converted into shares of Class A Common Stock of Issuer, represented a contingent right to receive one share of Issuer's Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. The tax-offset right entitled the reporting person to receive, upon settlement of the RSU, a payment in cash or shares of Class A Common Stock with a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the RSU and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the RSU received capital gains treatment rather than ordinary income tax treatment in connection with the event. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 02:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 67,500 | $15.95 | $1,076,625.00 |
DisclosureSEC source: 0001739566-22-000023 · wf-form4_164143633978115.xml · nonDerivative · entry 3 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,402 F3 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit and tax-offset right originally reported by the reporting person in a Form 4 filed with the Commission on September 1, 2020. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 02:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Exercise / conversionClass A Common Stock | 154,395 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001739566-22-000023 · wf-form4_164143633978115.xml · nonDerivative · entry 2 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,902 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. F2 · shares: Each restricted unit (an "RSU") that converted into shares of Class A Common Stock of Issuer, represented a contingent right to receive one share of Issuer's Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. The tax-offset right entitled the reporting person to receive, upon settlement of the RSU, a payment in cash or shares of Class A Common Stock with a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the RSU and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the RSU received capital gains treatment rather than ordinary income tax treatment in connection with the event. F2 · price: Each restricted unit (an "RSU") that converted into shares of Class A Common Stock of Issuer, represented a contingent right to receive one share of Issuer's Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan, and which is accompanied by a tax-offset right. The tax-offset right entitled the reporting person to receive, upon settlement of the RSU, a payment in cash or shares of Class A Common Stock with a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the RSU and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the RSU received capital gains treatment rather than ordinary income tax treatment in connection with the event. Read SEC document |
| December 31, 2021 Filed Jan 6, 2022 02:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 303 | $14.36 | $4,349.57 |
DisclosureSEC source: 0001739566-22-000023 · wf-form4_164143633978115.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507 F1 · shares: The shares of Issuer's Class A Common Stock were acquired on December 31, 2021 pursuant to the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| June 30, 2021 Filed Jul 23, 2021 20:53 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 204 | $19.61 | $4,000.64 |
DisclosureSEC source: 0001739566-21-000134 · wf-form4_162707358054417.xml · nonDerivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204 F1 · shares: The shares of Issuer's Class A Common Stock were acquired on June 30, 2021 pursuant to the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. The acquisition of these shares of Class A Common Stock was exempt under Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| August 29, 2020 Filed Sep 1, 2020 22:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantStock Option (Right to Buy) · Derivative | 30,893 | $0.00 Strike: $16.34 | $0.00 |
DisclosureSEC source: 0001104659-20-101526 · tm2029480-19_4.xml · derivative · entry 2 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,893 Underlying: Class A Common Stock · 30,893 shares Expires 2030-08-28 F4 · shares: Represents stock options granted pursuant to the Plan. F5 · derivative.exercise_date: The shares subject to the stock option vest and become exercisable under the following schedule subject to the earlier filing of a Registration Statement on Form S-8 with the Securities and Exchange Commission: 50% of the shares subject to the stock option vest and become exercisable on December 31, 2022 and 50% of the shares subject to the stock option vest and become exercisable on December 31, 2023, subject to the reporting person's continuous employment through such dates and subject to certain conditions as detailed in the Plan. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 22:38 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantRestricted Stock Unit and tax offset right · Derivative | 119,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-101526 · tm2029480-19_4.xml · derivative · entry 1 Schreiber Mark · CIK 0001821897 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,454 Underlying: Class A Common Stock · 119,454 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Utz Brands, Inc. Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan (the "Plan"), and which is accompanied by a tax-offset right. F2 · shares: The accompanying tax-offset right entitles the reporting person to receive, upon settlement of the restricted stock unit, a payment in cash or shares of Class A common stock having a fair market value equal to the difference between the amount of local, state and federal taxes (taking into account income and payroll taxes) with respect to the reporting person's receipt of the shares of Class A Common Stock underlying the restricted stock unit and the amount to which the reporting person would have been paid if the shares of Class A Common Stock underlying the restricted stock unit received capital gains treatment rather than ordinary income tax treatment in connection with the event. F3 · derivative.exercise_date: Subject to the forfeiture conditions set forth in an agreement with the Issuer, the restricted stock units are fully vested at the date of issuance. Vested shares of Class A Common Stock will be delivered to the reporting person no later than 30 days following a distribution event, which occurs upon the earlier of a change in control of Utz Quality Foods, LLC and December 31, 2021. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Utz Brands, Inc. Class A Common Stock under the Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan (the "Plan"), and which is accompanied by a tax-offset right. 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.