Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Solo Brands, Inc.DTC · Entity 8034 | Director · President & CEO | January 04, 2024 | January 04, 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.
Solo Brands, Inc.
Report date January 04, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 182,280 |
Ending reported balance
After 2024-01-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-04 · Exercise / conversion · Acquired 1,766 · Balance 182,803 Row 2 · 2024-01-04 · Tax withholding · Disposed 523 · Balance 182,280 F1: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 19,429 |
Reported balance
After 2024-01-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-01-04 · Exercise / conversion · Disposed 1,766 · Balance 19,429 F2: Each RSU represents a contingent right to receive one share of Class A Common Stock. F3: The remaining unvested RSUs will vest in eleven approximately equal quarterly installments. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Son | 2,502 |
Reported balance
Holding disclosure · report date 2024-01-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,502 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").
F2: Each RSU represents a contingent right to receive one share of Class A Common Stock.
F3: The remaining unvested RSUs will vest in eleven approximately equal quarterly installments.
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 04, 2024 Filed Jan 4, 2024 23:27 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionRestricted Stock Unit · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001870600-24-000004 · wk-form4_1704410836.xml · derivative · entry 4 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,429 Underlying: Class A Common Stock · 1,766 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 RSU represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: The remaining unvested RSUs will vest in eleven approximately equal quarterly installments. F3 · derivative.expiration_date: The remaining unvested RSUs will vest in eleven approximately equal quarterly installments. Read SEC document |
| January 04, 2024 Filed Jan 4, 2024 23:27 UTC | Solo Brands, Inc. DTC · Entity 8034 | Tax withholdingClass A Common Stock | 523 | $6.16 | $3,221.68 |
DisclosureSEC source: 0001870600-24-000004 · wk-form4_1704410836.xml · nonDerivative · entry 2 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,280 F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| January 04, 2024 Filed Jan 4, 2024 23:27 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionClass A Common Stock | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001870600-24-000004 · wk-form4_1704410836.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,803 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. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 02:24 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionRestricted Stock Units · Derivative | 4,596 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-063297 · ownership.xml · derivative · entry 4 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,764 Underlying: Class A Common Stock · 4,596 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 RSU represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: The remaining unvested RSUs will vest in seven approximately equal quarterly installments. F3 · derivative.expiration_date: The remaining unvested RSUs will vest in seven approximately equal quarterly installments. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 02:24 UTC | Solo Brands, Inc. DTC · Entity 8034 | Tax withholdingClass A Common Stock | 1,119 | $4.53 | $5,069.07 |
DisclosureSEC source: 0000950170-23-063297 · ownership.xml · nonDerivative · entry 2 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,037 F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 02:24 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionClass A Common Stock | 4,596 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-063297 · ownership.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,156 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. Read SEC document |
| October 04, 2023 Filed Oct 4, 2023 22:07 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionRestricted Stock Unit · Derivative | 7,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001870600-23-000057 · wk-form4_1696457211.xml · derivative · entry 4 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,195 Underlying: Class A Common Stock · 7,066 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 RSU represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: The remaining unvested RSUs will vest in twelve approximately equal quarterly installments. F3 · derivative.expiration_date: The remaining unvested RSUs will vest in twelve approximately equal quarterly installments. Read SEC document |
| October 04, 2023 Filed Oct 4, 2023 22:07 UTC | Solo Brands, Inc. DTC · Entity 8034 | Tax withholdingClass A Common Stock | 1,720 | $5.10 | $8,772.00 |
DisclosureSEC source: 0001870600-23-000057 · wk-form4_1696457211.xml · nonDerivative · entry 2 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,560 F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| October 04, 2023 Filed Oct 4, 2023 22:07 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionClass A Common Stock | 7,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001870600-23-000057 · wk-form4_1696457211.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,280 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. Read SEC document |
| August 09, 2023 Filed Aug 17, 2023 23:47 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionRestricted Stock Unit · Derivative | 4,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001870600-23-000051 · wk-form4_1692316058.xml · derivative · entry 4 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,360 Underlying: Class A Common Stock · 4,595 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: The remaining unvested RSUs will vest in eight approximately equal quarterly installments. F4 · derivative.expiration_date: The remaining unvested RSUs will vest in eight approximately equal quarterly installments. Read SEC document |
| August 09, 2023 Filed Aug 17, 2023 23:47 UTC | Solo Brands, Inc. DTC · Entity 8034 | Tax withholdingClass A Common Stock | 1,118 | $5.79 | $6,473.22 |
DisclosureSEC source: 0001870600-23-000051 · wk-form4_1692316058.xml · nonDerivative · entry 2 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,214 F2 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| August 09, 2023 Filed Aug 17, 2023 23:47 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionClass A Common Stock | 4,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001870600-23-000051 · wk-form4_1692316058.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,332 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. F1 · balance_after: Reflects 8,324 shares purchased on June 9, 2023 as a result of the Reporting Person's participation in the Issuer's employee stock purchase plan, exempt pursuant to Rule 16b-3(c). Read SEC document |
| May 05, 2023 Filed May 10, 2023 00:47 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionClass A Common Stock · Derivative | 4,596 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-019974 · ownership.xml · derivative · entry 7 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,955 Underlying: Class A Common Stock · 4,596 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F5 · derivative.exercise_date: The remaining unvested RSUs will vest in nine approximately equal quarterly installments. F5 · derivative.expiration_date: The remaining unvested RSUs will vest in nine approximately equal quarterly installments. Read SEC document |
| May 05, 2023 Filed May 10, 2023 00:47 UTC | Solo Brands, Inc. DTC · Entity 8034 | Tax withholdingClass A Common Stock | 1,119 | $7.13 | $7,978.47 |
DisclosureSEC source: 0000950170-23-019974 · ownership.xml · nonDerivative · entry 4 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,413 F2 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| May 05, 2023 Filed May 10, 2023 00:47 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionClass A Common Stock | 4,596 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-019974 · ownership.xml · nonDerivative · entry 3 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,413 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. Read SEC document |
| February 06, 2023 Filed May 10, 2023 00:47 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionRestricted Stock Unit · Derivative | 4,595 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-019974 · ownership.xml · derivative · entry 6 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,551 Underlying: Class A Common Stock · 4,595 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: The remaining unvested RSUs will vest in ten approximately equal quarterly installments. F4 · derivative.expiration_date: The remaining unvested RSUs will vest in ten approximately equal quarterly installments. Read SEC document |
| February 06, 2023 Filed May 10, 2023 00:47 UTC | Solo Brands, Inc. DTC · Entity 8034 | Tax withholdingClass A Common Stock | 1,118 | $4.80 | $5,366.40 |
DisclosureSEC source: 0000950170-23-019974 · ownership.xml · nonDerivative · entry 2 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,936 F2 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| February 06, 2023 Filed May 10, 2023 00:47 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionClass A Common Stock | 4,595 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-019974 · ownership.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,054 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. F1 · balance_after: Reflects shares purchased as a result of the Reporting Person's participation in the Issuer's employee stock purchase plan, exempt pursuant to Rule 16b-3(c). Read SEC document |
| December 16, 2022 Filed Dec 19, 2022 22:09 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 200 | $3.84 | $768.00 |
DisclosureSEC source: 0001870600-22-000070 · wf-form4_167148751371089.xml · nonDerivative · entry 5 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,552 Read SEC document |
| December 16, 2022 Filed Dec 19, 2022 22:09 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 100 | $3.84 | $383.50 |
DisclosureSEC source: 0001870600-22-000070 · wf-form4_167148751371089.xml · nonDerivative · entry 4 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,352 Read SEC document |
| December 16, 2022 Filed Dec 19, 2022 22:09 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 2,150 | $3.83 | $8,234.50 |
DisclosureSEC source: 0001870600-22-000070 · wf-form4_167148751371089.xml · nonDerivative · entry 3 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,252 Read SEC document |
| December 16, 2022 Filed Dec 19, 2022 22:09 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 1,950 | $3.82 | $7,449.00 |
DisclosureSEC source: 0001870600-22-000070 · wf-form4_167148751371089.xml · nonDerivative · entry 2 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,102 Read SEC document |
| December 16, 2022 Filed Dec 19, 2022 22:09 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 1,133 | $3.81 | $4,316.73 |
DisclosureSEC source: 0001870600-22-000070 · wf-form4_167148751371089.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,152 F1 · balance_after: Reflects shares purchased as a result of the reporting person's participation in the issuer's employee stock purchase plan, exempt pursuant to Rule 16b-3(c). Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 01:48 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionRestricted Stock Unit · Derivative | 18,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001870600-22-000065 · wf-form4_166908170454931.xml · derivative · entry 4 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,146 Underlying: Class A Common Stock · 18,383 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 RSU represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: Represents the vesting of 25% of the RSUs granted on November 5, 2021 pursuant to the Issuer's 2021 Incentive Award Plan. The remaining unvested RSUs will vest in twelve approximately equal quarterly installments. F3 · derivative.expiration_date: Represents the vesting of 25% of the RSUs granted on November 5, 2021 pursuant to the Issuer's 2021 Incentive Award Plan. The remaining unvested RSUs will vest in twelve approximately equal quarterly installments. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 01:48 UTC | Solo Brands, Inc. DTC · Entity 8034 | Tax withholdingClass A Common Stock | 4,476 | $4.49 | $20,097.24 |
DisclosureSEC source: 0001870600-22-000065 · wf-form4_166908170454931.xml · nonDerivative · entry 2 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,033 F1 · shares: Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 01:48 UTC | Solo Brands, Inc. DTC · Entity 8034 | Exercise / conversionClass A Common Stock | 18,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001870600-22-000065 · wf-form4_166908170454931.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,509 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. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 23:35 UTC | Solo Brands, Inc. DTC · Entity 8034 | GrantRestricted Stock Unit · Derivative | 28,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001870600-22-000052 · wf-form4_166492648225885.xml · derivative · entry 1 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,261 Underlying: Class A Common Stock · 28,261 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter. F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on October 1, 2023, and with respect to the remaining RSUs in 12 quarterly installments thereafter. Read SEC document |
| June 16, 2022 Filed Aug 15, 2022 22:23 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 1,579 | $3.80 | $6,000.20 |
DisclosureSEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 5 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 2,502 Read SEC document |
| June 02, 2022 Filed Aug 15, 2022 22:23 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 904 | $5.53 | $4,999.12 |
DisclosureSEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 4 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 923 Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 16:57 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 30,000 | $4.95 | $148,500.00 |
DisclosureSEC source: 0001870600-22-000027 · wf-form4_165410260933365.xml · nonDerivative · entry 3 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,126 Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 16:57 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 30,000 | $4.87 | $146,100.00 |
DisclosureSEC source: 0001870600-22-000027 · wf-form4_165410260933365.xml · nonDerivative · entry 2 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,126 Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 16:57 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 30,000 | $4.84 | $145,200.00 |
DisclosureSEC source: 0001870600-22-000027 · wf-form4_165410260933365.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,126 Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 00:01 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 14,126 | $14.12 | $199,459.12 |
DisclosureSEC source: 0000899243-21-048403 · doc4.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,126 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.06 to $14.20. The reporting person undertakes to provide 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 within the range set forth in this footnote. Read SEC document |
| November 17, 2021 Filed Aug 15, 2022 22:23 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 1 | $20.50 | $20.50 |
DisclosureSEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 3 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 19 Read SEC document |
| November 15, 2021 Filed Aug 15, 2022 22:23 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 6 | $21.93 | $131.58 |
DisclosureSEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 2 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 18 Read SEC document |
| November 05, 2021 Filed Nov 5, 2021 21:07 UTC | Solo Brands, Inc. DTC · Entity 8034 | GrantRestricted Stock Unit · Derivative | 73,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043342 · doc4.xml · derivative · entry 1 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,529 Underlying: Class A Common Stock · 73,529 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2021, and with respect to the remaining RSUs in 12 quarterly installments thereafter. F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2021, and with respect to the remaining RSUs in 12 quarterly installments thereafter. Read SEC document |
| November 04, 2021 Filed Aug 15, 2022 22:23 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 12 | $19.26 | $231.12 |
DisclosureSEC source: 0001870600-22-000041 · wf-form4_166060132470232.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 12 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:59 UTC | Solo Brands, Inc. DTC · Entity 8034 | GrantStock Option · Derivative | 73,529 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-21-042753 · doc4.xml · derivative · entry 1 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,529 Underlying: Class A Common Stock · 73,529 shares Expires 2031-11-01 F1 · derivative.exercise_date: The stock option will vest with respect to 25% of the underlying shares of Class A Common Stock on November 1, 2022, and with respect to the remaining shares in 12 quarterly installments thereafter. Read SEC document |
| November 01, 2021 Filed Apr 20, 2022 01:51 UTC | Solo Brands, Inc. DTC · Entity 8034 | PurchaseClass A Common Stock | 14,000 | $17.00 | $238,000.00 |
DisclosureSEC source: 0000899243-22-015138 · doc4.xml · nonDerivative · entry 1 Merris John · CIK 0001888039 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,126 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.