Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Utz Brands, Inc.UTZ · Entity 4492 | EVP, Chief Op & Transform Ofc | 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 | 466,310 |
Ending reported balance
After 2025-01-06 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2024-12-31 · Grant · Acquired 573 · Balance 451,690 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 2,214 · Balance 449,476 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 February 2, 2023. Row 3 · 2025-01-02 · Tax withholding · Disposed 22,616 · Balance 426,860 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 February 2, 2023. Row 4 · 2025-01-02 · Tax withholding · Disposed 1,882 · Balance 424,978 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, 2024. Row 5 · 2025-01-06 · Grant · Acquired 57,694 · Balance 482,672 F4: 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 6 · 2025-01-06 · Tax withholding · Disposed 16,362 · Balance 466,310 F5: 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. |
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 February 2, 2023.
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, 2024.
F4: 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.
F5: 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.
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 02:43 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 16,362 | $15.66 | $256,228.92 |
DisclosureSEC source: 0001739566-25-000030 · wk-form4_1736217795.xml · nonDerivative · entry 6 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466,310 F5 · 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 02:43 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 57,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-25-000030 · wk-form4_1736217795.xml · nonDerivative · entry 5 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482,672 F4 · 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 02, 2025 Filed Jan 7, 2025 02:43 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 1,882 | $15.66 | $29,472.12 |
DisclosureSEC source: 0001739566-25-000030 · wk-form4_1736217795.xml · nonDerivative · entry 4 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 424,978 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, 2024. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 02:43 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 22,616 | $15.66 | $354,166.56 |
DisclosureSEC source: 0001739566-25-000030 · wk-form4_1736217795.xml · nonDerivative · entry 3 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,860 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 February 2, 2023. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 02:43 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 2,214 | $15.66 | $34,671.24 |
DisclosureSEC source: 0001739566-25-000030 · wk-form4_1736217795.xml · nonDerivative · entry 2 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 449,476 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 February 2, 2023. Read SEC document |
| December 31, 2024 Filed Jan 7, 2025 02:43 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 573 | $14.88 | $8,526.24 |
DisclosureSEC source: 0001739566-25-000030 · wk-form4_1736217795.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,690 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 |
| November 04, 2024 Filed Nov 4, 2024 22:25 UTC | Utz Brands, Inc. UTZ · Entity 4492 | SaleClass A Common Stock | 30,000 | $17.32 | $519,498.00 |
DisclosureSEC source: 0001739566-24-000159 · wk-form4_1730759147.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,117 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 $17.24 to $17.37. 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 |
| June 30, 2024 Filed Aug 5, 2024 21:00 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 944 | $15.14 | $14,292.16 |
DisclosureSEC source: 0001739566-24-000134 · wk-form4_1722891634.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481,117 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 07, 2024 Filed May 7, 2024 23:25 UTC | Utz Brands, Inc. UTZ · Entity 4492 | SaleClass A Common Stock | 40,000 | $18.99 | $759,712.00 |
DisclosureSEC source: 0001821383-24-000002 · wk-form4_1715124327.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480,173 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 $18.94 to $19.085. 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 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 161,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 10 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 520,173 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. F10 · shares: The restricted stock units vest under the following schedule: Subject to the terms of the restricted stock unit award agreement, 50% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2025,and 50% of the 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 EIP) to the Company through such dates and subject to certain conditions detailed in the EIP. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 2,351 | $16.24 | $38,180.24 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 9 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,075 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 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 8 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,426 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 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 20,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 7 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 356,266 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 (as amended, 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 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 2,668 | $16.24 | $43,328.32 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 6 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335,626 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 February 2, 2023. Read SEC document |
| December 31, 2023 Filed Feb 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 24,109 | $16.24 | $391,530.16 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 5 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,294 F1 · 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 1, 2022. Read SEC document |
| December 29, 2023 Filed Feb 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 641 | $15.42 | $9,884.22 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 4 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,403 F4 · 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 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 896 | $15.38 | $13,780.48 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 3 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,762 F3 · 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 22:49 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-23-000014 · wf-form4_167537815105967.xml · nonDerivative · entry 4 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,183 F5 · 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 22:49 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 82,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-23-000014 · wf-form4_167537815105967.xml · nonDerivative · entry 3 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,577 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. F4 · shares: The restricted stock units vest under the following schedule: Subject to the terms of the restricted stock unit award agreement, 100% of the shares of Issuer's Class A Common Stock subject to the restricted stock units vest on December 31, 2024, 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 2, 2023 22:49 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 20,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-23-000014 · wf-form4_167537815105967.xml · nonDerivative · entry 2 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,460 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 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 1,070 | $16.24 | $17,376.80 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 2 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,866 F2 · 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 31, 2022 Filed Feb 2, 2024 22:32 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 24,247 | $15.86 | $384,557.42 |
DisclosureSEC source: 0001739566-24-000017 · wk-form4_1706913118.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP, Chief Op & Transform Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,936 F1 · 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 1, 2022. Read SEC document |
| December 30, 2022 Filed Feb 2, 2023 22:49 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 509 | $13.46 | $6,850.53 |
DisclosureSEC source: 0001739566-23-000014 · wf-form4_167537815105967.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,120 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 |
| June 30, 2022 Filed Jul 6, 2022 20:14 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 1,038 | $12.78 | $13,269.27 |
DisclosureSEC source: 0001739566-22-000185 · wf-form4_165713844135201.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,611 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 |
| May 20, 2022 Filed May 23, 2022 20:24 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 4,000 | $12.68 | $50,700.80 |
DisclosureSEC source: 0001739566-22-000150 · wf-form4_165333745373766.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,573 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 01:16 UTC | Utz Brands, Inc. UTZ · Entity 4492 | PurchaseClass A Common Stock | 7,225 | $13.83 | $99,895.74 |
DisclosureSEC source: 0001739566-22-000099 · wf-form4_164678858669370.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,573 Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 00:46 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 166,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-22-000067 · wf-form4_164376277915968.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,348 F1 · shares: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 50% of the shares subject to the restricted stock units vest on December 31, 2022, and the remaining 50% of the shares subject to the restricted stock units vest on December 31, 2023, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. F2 · 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 (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 · price: 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. Read SEC document |
| January 28, 2022 Filed Feb 2, 2022 00:46 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantStock Option (Right to Buy) · Derivative | 61,959 | $0.00 Strike: $15.51 | $0.00 |
DisclosureSEC source: 0001739566-22-000067 · wf-form4_164376277915968.xml · derivative · entry 2 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,959 Underlying: Class A Common Stock · 61,959 shares Expires not disclosed F3 · shares: Represents stock options granted pursuant to the Plan. F4 · 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. F5 · derivative.expiration_date: The shares subject to stock option expire January 28, 2032. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 02:31 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Exercise / conversionRestricted Stock Unit and Tax-Offset Right · Derivative | 119,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-22-000019 · wf-form4_164143626991531.xml · derivative · entry 4 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 150,081 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 on 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 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 02:31 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Tax withholdingClass A Common Stock | 65,194 | $15.95 | $1,039,844.30 |
DisclosureSEC source: 0001739566-22-000019 · wf-form4_164143626991531.xml · nonDerivative · entry 3 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,578 F3 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of a restricted stock unit award and 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 02:31 UTC | Utz Brands, Inc. UTZ · Entity 4492 | Exercise / conversionClass A Common Stock | 150,081 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001739566-22-000019 · wf-form4_164143626991531.xml · nonDerivative · entry 2 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,772 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 02:31 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 522 | $14.36 | $7,493.31 |
DisclosureSEC source: 0001739566-22-000019 · wf-form4_164143626991531.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,691 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 20:52 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 612 | $19.61 | $12,001.93 |
DisclosureSEC source: 0001739566-21-000133 · wf-form4_162707356152115.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,169 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 22:37 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantStock Option (Right to Buy) · Derivative | 37,301 | $0.00 Strike: $16.34 | $0.00 |
DisclosureSEC source: 0001104659-20-101522 · tm2029480-15_4.xml · derivative · entry 3 Devore Cary · CIK 0001821383 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,301 Underlying: Class A Common Stock · 37,301 shares Expires 2030-08-28 F5 · shares: Represents stock options granted pursuant to the Plan. F6 · 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 22:37 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantRestricted Stock Unit and tax-offset right · Derivative | 119,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-101522 · tm2029480-15_4.xml · derivative · entry 2 Devore Cary · CIK 0001821383 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,454 Underlying: Class A Common Stock · 119,454 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted 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 Plan, and which is accompanied by a tax-offset right. F4 · 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. F2 · derivative.exercise_date: Subject to the forfeiture conditions set forth in an agreement with the Issuer, the restricted stock units are fully vested on 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. F3 · derivative.expiration_date: Each restricted 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 Plan, and which is accompanied by a tax-offset right. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 22:37 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantRestricted Stock Unit | 14,557 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-101522 · tm2029480-15_4.xml · nonDerivative · entry 1 Devore Cary · CIK 0001821383 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,557 F1 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award agreement under Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan (the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · shares: Subject to the forfeiture conditions set forth in an agreement with the Issuer, the restricted stock units are fully vested on 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 · price: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award agreement under Utz Quality Foods, LLC 2020 Long-Term Incentive Plan, a sub-plan to the Issuer's 2020 Omnibus Equity Incentive Plan (the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. 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.