Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dutch Bros Inc.BROS · Entity 3641 | Director | December 31, 2023 | January 02, 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.
Dutch Bros Inc.
Report date December 31, 2023 · Filed January 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,263 |
Reported balance
After 2023-12-31 transaction · row 1
1 source rowRow 1 · 2023-12-31 · Exercise / conversion · Acquired 938 · Balance 3,263 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,876 |
Reported balance
After 2023-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-12-31 · Exercise / conversion · Disposed 938 · Balance 1,876 F1: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.
F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.
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 |
|---|---|---|---|---|---|---|
| December 31, 2023 Filed Jan 2, 2024 19:38 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-24-000008 · wk-form4_1704224314.xml · derivative · entry 2 Jack Blythe · CIK 0001883048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,876 Underlying: Class A Common Stock · 938 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. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. Read SEC document |
| December 31, 2023 Filed Jan 2, 2024 19:38 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-24-000008 · wk-form4_1704224314.xml · nonDerivative · entry 1 Jack Blythe · CIK 0001883048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,263 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 |
| September 30, 2023 Filed Oct 3, 2023 18:48 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000118 · wf-form4_169635892162652.xml · derivative · entry 2 Jack Blythe · CIK 0001883048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,814 Underlying: Class A Common Stock · 938 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. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 18:48 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000118 · wf-form4_169635892162652.xml · nonDerivative · entry 1 Jack Blythe · CIK 0001883048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,325 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 |
| May 16, 2023 Filed May 17, 2023 19:45 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 3,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000081 · wf-form4_168435274442724.xml · derivative · entry 4 Jack Blythe · CIK 0001883048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,752 Underlying: Class A Common Stock · 3,752 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. Read SEC document |
| May 16, 2023 Filed May 17, 2023 19:45 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000081 · wf-form4_168435274442724.xml · derivative · entry 3 Jack Blythe · CIK 0001883048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,387 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. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023. Read SEC document |
| May 16, 2023 Filed May 17, 2023 19:45 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000081 · wf-form4_168435274442724.xml · derivative · entry 2 Jack Blythe · CIK 0001883048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,387 Underlying: Class A Common Stock · 1,387 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023. Read SEC document |
| May 16, 2023 Filed May 17, 2023 19:45 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000081 · wf-form4_168435274442724.xml · nonDerivative · entry 1 Jack Blythe · CIK 0001883048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,387 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.