Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Utz Brands, Inc.UTZ · Entity 4492 | Director | April 24, 2024 | April 26, 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.
Utz Brands, Inc.
Report date April 24, 2024 · Filed April 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 9,615 |
Ending reported balance
After 2024-04-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-04-24 · Grant · Acquired 2,195 · Balance 2,195 F1: Reflects the issuance of shares under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan") for the reporting person's prorated 2023 non-employee director equity retainer following his retirement as Special Advisor. Row 2 · 2024-04-24 · Grant · Acquired 7,420 · Balance 9,615 F2: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Plan. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on April 24, 2025, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the issuance of shares under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan") for the reporting person's prorated 2023 non-employee director equity retainer following his retirement as Special Advisor.
F2: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Plan. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F3: The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on April 24, 2025, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan.
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 |
|---|---|---|---|---|---|---|
| April 24, 2024 Filed Apr 26, 2024 20:45 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 7,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-24-000089 · wk-form4_1714164314.xml · nonDerivative · entry 2 Rice Michael W · CIK 0001821891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,615 F2 · shares: The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Plan. 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, 100% of the shares subject to the restricted stock units vest on April 24, 2025, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 20:45 UTC | Utz Brands, Inc. UTZ · Entity 4492 | GrantClass A Common Stock | 2,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001739566-24-000089 · wk-form4_1714164314.xml · nonDerivative · entry 1 Rice Michael W · CIK 0001821891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,195 F1 · shares: Reflects the issuance of shares under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (as amended, the "Plan") for the reporting person's prorated 2023 non-employee director equity retainer following his retirement as Special Advisor. 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.