Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zevia PBCZVIA · Entity 6762 | Director | June 12, 2024 | June 14, 2024 |
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.
Zevia PBC
Report date June 12, 2024 · Filed June 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 192,246 |
Reported balance
After 2024-06-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-12 · Grant · Acquired 118,455 · Balance 192,246 F1: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest on the earlier to occur of (i) June 12, 2025 or (ii) the Issuer's 2025 annual meeting of stockholders and are settled within 30 days following such vesting date. F2: Includes 143,480 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 6,666 RSUs are vested in full, subject to deferred settlement on January 17, 2025. 18,359 RSUs vest on the earlier to occur of (i) June 15, 2024 or (ii) the Issuer's 2024 annual meeting of stockholders and are settled within 30 days following such vesting date. 118,455 RSUs vest on the earlier to occur of (i) June 12, 2025 or (ii) the Issuer's 2025 annual meeting of stockholders and are settled within 30 days following such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest on the earlier to occur of (i) June 12, 2025 or (ii) the Issuer's 2025 annual meeting of stockholders and are settled within 30 days following such vesting date.
F2: Includes 143,480 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 6,666 RSUs are vested in full, subject to deferred settlement on January 17, 2025. 18,359 RSUs vest on the earlier to occur of (i) June 15, 2024 or (ii) the Issuer's 2024 annual meeting of stockholders and are settled within 30 days following such vesting date. 118,455 RSUs vest on the earlier to occur of (i) June 12, 2025 or (ii) the Issuer's 2025 annual meeting of stockholders and are settled within 30 days following such vesting date.
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 |
|---|---|---|---|---|---|---|
| June 12, 2024 Filed Jun 14, 2024 17:15 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 118,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001871713-24-000003 · primary_doc.xml · nonDerivative · entry 1 Hayes Jacqueline · CIK 0001871713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,246 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest on the earlier to occur of (i) June 12, 2025 or (ii) the Issuer's 2025 annual meeting of stockholders and are settled within 30 days following such vesting date. F2 · balance_after: Includes 143,480 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 6,666 RSUs are vested in full, subject to deferred settlement on January 17, 2025. 18,359 RSUs vest on the earlier to occur of (i) June 15, 2024 or (ii) the Issuer's 2024 annual meeting of stockholders and are settled within 30 days following such vesting date. 118,455 RSUs vest on the earlier to occur of (i) June 12, 2025 or (ii) the Issuer's 2025 annual meeting of stockholders and are settled within 30 days following such vesting date. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 17:35 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 18,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038547 · doc4.xml · nonDerivative · entry 1 Hayes Jacqueline · CIK 0001871713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,791 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest on the earlier to occur of (i) June 15, 2024 or (ii) the Issuer's 2024 annual meeting of stockholders and are settled within 30 days following such vesting date. F2 · balance_after: Includes 31,692 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 13,333 RSUs are vested in full, subject to deferred settlement in equal installments on each of January 17, 2024 and January 17, 2025. 18,359 RSUs vest on the earlier to occur of (i) June 15, 2024 or (ii) the Issuer's 2024 annual meeting of stockholders and are settled within 30 days following such vesting date. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:23 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 29,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036513 · doc4.xml · nonDerivative · entry 1 Hayes Jacqueline · CIK 0001871713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,432 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest on the earlier to occur of (i) June 9, 2023 or (ii) the Issuer's 2023 annual meeting of stockholders and are settled within 30 days following such vesting date. F2 · balance_after: Includes 55,432 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 20,000 RSUs are vested in full, subject to deferred settlement in 1/3 increments on each of January 17, 2023, January 17, 2024, and January 17, 2025. 5,607 RSUs vested on the date of the Issuer's 2022 annual meeting of stockholders and will settle within 30 days of such vesting date. 29,825 RSUs vest on the earlier to occur of (i) June 9, 2023 or (ii) the Issuer's 2023 annual meeting of stockholders and are settled within 30 days following such vesting date. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 18:37 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 5,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020351 · doc4.xml · nonDerivative · entry 1 Hayes Jacqueline · CIK 0001871713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,607 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest on the date of the Issuer's 2022 annual meeting of stockholders and are settled within 30 days following such vesting date. F2 · balance_after: Includes 25,607 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 20,000 RSUs are vested in full, subject to deferred settlement in 1/3 increments on each of January 17, 2023, January 17, 2024, and January 17, 2025. 5,607 RSUs vest on the date of the Issuer's 2022 annual meeting of stockholders and are settled within 30 days following such 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.