Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Zevia PBC
Report date November 22, 2023 · Filed October 10, 2024
Section 16 reporting ended · disclosed 2024-10-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 44,951 |
Reported balance
After 2023-11-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-11-22 · Purchase · Acquired 23,455 · Balance 44,951 F1: The price reported in Column 4 is a weighted average purchase price of the Issuer's Class A Common Stock. These shares were purchased in multiple transactions at prices ranging from $2.12 to $2.17, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2: 299,104 restricted stock units were forfeited automatically upon the Reporting Person's separation from the Company on July 3, 2024. F3: The Reporting Person has agreed to disgorge to the Issuer all profits deemed to be realized from this transaction pursuant to Section 16(b) of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average purchase price of the Issuer's Class A Common Stock. These shares were purchased in multiple transactions at prices ranging from $2.12 to $2.17, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F2: 299,104 restricted stock units were forfeited automatically upon the Reporting Person's separation from the Company on July 3, 2024.
F3: The Reporting Person has agreed to disgorge to the Issuer all profits deemed to be realized from this transaction pursuant to Section 16(b) of the Securities Exchange Act of 1934, as amended.
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 25, 2024 Filed Mar 27, 2024 23:02 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 7,012 | $1.05 | $7,357.69 |
DisclosureSEC source: 0001941716-24-000006 · primary_doc.xml · nonDerivative · entry 1 DeBow Greig P. Jr. · CIK 0001941716 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,600 F1 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 18,285 restricted stock units ("RSUs"). This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $1.03 to $1.08, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 299,104 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 58,997 RSUs began vesting in 1/4 increments on each anniversary of August 10, 2022 and are settled within 30 days following each vesting date. 73,141 RSUs began vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 200,000 RSUs begin vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:23 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001941716-24-000002 · primary_doc.xml · nonDerivative · entry 1 DeBow Greig P. Jr. · CIK 0001941716 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,612 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. F2 · balance_after: Includes 317,389 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 58,997 RSUs began vesting in 1/4 increments on each anniversary of August 10, 2022 and are settled within 30 days following each vesting date. 73,141 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. 200,000 RSUs begin vesting in 1/4 increments on each anniversary of March 11, 2024 and are settled within 30 days following each vesting date. F3 · balance_after: Reflects a reduction of 30 RSUs, which were overreported on the Form 4 filed on March 22, 2023 and in subsequent reports, due to a calculation error. Read SEC document |
| November 22, 2023 Filed Oct 10, 2024 01:55 UTC | Zevia PBC ZVIA · Entity 6762 | PurchaseClass A Common Stock | 23,455 | $2.14 | $50,235.92 |
DisclosureSEC source: 0001415889-24-024965 · form4-10092024_091002.xml · nonDerivative · entry 1 DeBow Greig P. Jr. · CIK 0001941716 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,951 F1 · price: The price reported in Column 4 is a weighted average purchase price of the Issuer's Class A Common Stock. These shares were purchased in multiple transactions at prices ranging from $2.12 to $2.17, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: 299,104 restricted stock units were forfeited automatically upon the Reporting Person's separation from the Company on July 3, 2024. F3 · balance_after: The Reporting Person has agreed to disgorge to the Issuer all profits deemed to be realized from this transaction pursuant to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:00 UTC | Zevia PBC ZVIA · Entity 6762 | SaleClass A Common Stock | 4,526 | $2.54 | $11,499.66 |
DisclosureSEC source: 0001209191-23-046515 · doc4.xml · nonDerivative · entry 1 DeBow Greig P. Jr. · CIK 0001941716 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,642 F1 · kind: The transaction reported reflects the sale of shares of Class A Common Stock in satisfaction of the Reporting Person's tax liability in connection with the settlement of 14,749 restricted stock units ("RSUs"). This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade made by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average sale price of the Issuer's Class A Common Stock. These shares were sold in multiple transactions at prices ranging from $2.46 to $2.59, inclusive. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 117,419 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 58,997 RSUs began vesting in 1/4 increments on each anniversary of August 10, 2022 and are settled within 30 days following each vesting date. 73,171 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 20:00 UTC | Zevia PBC ZVIA · Entity 6762 | GrantStock Option (Right to Buy) · Derivative | 121,951 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020473 · doc4.xml · derivative · entry 2 DeBow Greig P. Jr. · CIK 0001941716 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,951 Underlying: Class A Common Stock · 121,951 shares Expires 2033-03-17 F3 · derivative.exercise_date: Represents options to purchase Class A common Stock of the Issuer granted under the 2021 Plan. These options vest in 1/4 increments on each anniversary of March 17, 2023. Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 20:00 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 73,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020473 · doc4.xml · nonDerivative · entry 1 DeBow Greig P. Jr. · CIK 0001941716 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,168 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. F2 · balance_after: Includes 132,168 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 58,997 RSUs begin vesting in 1/4 increments on each anniversary of August 10, 2022 and are settled within 30 days following each vesting date. 73,171 RSUs begin vesting in 1/4 increments on each anniversary of March 17, 2023 and are settled within 30 days following each vesting date. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 23:06 UTC | Zevia PBC ZVIA · Entity 6762 | GrantStock Option (Right to Buy) · Derivative | 98,804 | $0.00 Strike: $3.39 | $0.00 |
DisclosureSEC source: 0001209191-22-045699 · doc4.xml · derivative · entry 2 DeBow Greig P. Jr. · CIK 0001941716 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,804 Underlying: Class A Common Stock · 98,804 shares Expires 2032-08-10 F3 · derivative.exercise_date: Represents options to purchase Class A common Stock of the Issuer granted under the 2021 Plan. These options vest in 1/4 increments on each anniversary of August 10, 2022. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 23:06 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 58,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045699 · doc4.xml · nonDerivative · entry 1 DeBow Greig P. Jr. · CIK 0001941716 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,997 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of August 10, 2022 and are settled within 30 days following each vesting date. F2 · balance_after: Includes 58,997 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 58,997 RSUs begin vesting in 1/4 increments on each anniversary of August 10, 2022 and are settled within 30 days following each vesting date. 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.