Welcome to our dedicated page for Black Rock Coffee Bar SEC filings (Ticker: BRCB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Black Rock Coffee Bar, Inc. filings document the public-company records of a Texas corporation operating coffee bars under Nasdaq symbol BRCB. Registration statements and related 8-K reports describe the Class A common stock IPO, Black Rock Coffee Holdings, LLC operating-company agreements, tax receivable agreement, registration rights agreement, voting agreements and Class A, Class B and Class C common stock structure.
Other disclosures cover quarterly and annual results releases, annual-meeting proxy matters, director elections, auditor ratification, changes in the certifying accountant, board changes, emerging growth company status, internal-control matters and governance arrangements affecting voting rights.
Black Rock Coffee Bar, Inc. reported that affiliated entities Viking Cake BR, LLC and its wholly owned subsidiary Viking Cake Fuel, LLC sold 5,809,391 LLC Units and an equal number of shares of Class C common stock, for a total of 11,618,782 derivative-linked interests. Each LLC Unit and corresponding Class C share is exchangeable on a one-for-one basis into Class A common stock or, at the issuer’s election, cash. The securities were sold for an aggregate purchase price of $41,698,806.43 in connection with amounts due under a margin loan agreement with JPMorgan Chase Bank, N.A., and the reporting entities no longer hold these positions after the transactions.
Black Rock Coffee Bar, Inc. shareholders updated their ownership positions in this Schedule 13D amendment. Viking Cake BR, LLC, Viking Cake Fuel, LLC, Daniel Brand and Jeffrey Hernandez now report zero beneficial ownership of Class A Common Stock and ceased to be holders of more than five percent on May 15, 2026.
Demi I. Winters, as investment advisor to two Hernandez irrevocable trusts, may be deemed to beneficially own 3,754,151 LLC Units of Black Rock Coffee Holdings, LLC and an equal number of Class C shares, representing 14.8% of Class A on an as-converted basis. A May 15, 2026 transaction transferred over 7.8 million LLC Units and Class C shares, plus certain tax receivable rights, to Cynosure Partners III, LP for $41,698,806.43, which was used to fully repay a margin loan and release pledged securities. A 10b5-1 plan covering 348,000 Class A shares was also disclosed.
Black Rock Coffee Bar, Inc. Chief Development Officer Jon Patrick Vingo Jr. reported equity compensation grants. He received 52,374 restricted stock units, each representing one future share of Class A Common Stock, vesting in three roughly equal annual installments beginning on May 14, 2027.
Following this RSU award, he holds 52,418.092 Class A Common shares directly. He was also granted 95,240 stock options for Class A Common Stock at an exercise price of $7.16 per share, which vest in full on May 14, 2029 and expire on May 14, 2036. These grants are compensation awards, not open-market purchases.
Black Rock Coffee Bar, Inc. insider Jon Patrick Vingo Jr., the Chief Development Officer, filed an initial Form 3 reporting his ownership in the company. The filing shows direct beneficial ownership of 44.0920 shares of Class A Common Stock, establishing his starting reported position as an officer.
Black Rock Coffee Bar, Inc. amendment reports that Point72 Asset Management, Point72 Capital Advisors Inc., and Steven A. Cohen beneficially own 755,707 shares of Class A Common Stock, representing 4.3% of the class as of the close of business on March 31, 2026.
The statement clarifies that the reporting persons hold no shares directly but have shared voting and dispositive power over the 755,707 shares through an investment fund and related organizational relationships. Signing authority is shown as Jason M. Colombo.
Black Rock Coffee Bar, Inc. Schedule 13G filed by Gilder Gagnon Howe & Co., LLC reports beneficial ownership of 602,893 shares of Class A common stock, representing 3.5% of the class as of 03/31/2026. The filing states the holder has shared dispositive power over these shares and reports “Ownership of 5 Percent or Less of a Class.”
Black Rock Coffee Bar Inc-A filed an Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 81 shares of Common Stock. The filing states this represents 0.0% of the class and that the holder reports sole voting and dispositive power over those 81 shares.
The filing is made by T. Rowe Price Investment Management, Inc. (Maryland) and includes a declaration that the filer does not admit beneficial ownership. The statement is signed by Ellen York, Vice President, on 05/15/2026.
Black Rock Coffee Bar, Inc. ownership update: Woodline Partners LP reports beneficial ownership of 955,820 shares of Class A Common Stock, representing 5.5% of the class based on 17,478,452 shares outstanding as of March 1, 2026. The holdings are held directly by the Woodline Funds and Woodline Partners is the investment adviser. The statement is dated 05/15/2026 and signed by Erin Mullen, General Counsel & Chief Compliance Officer.
Black Rock Coffee Bar, Inc. receives an amended Schedule 13G/A filing from Wellington Management Group LLP and related entities reporting beneficial ownership of 0.00% of the issuer's common stock as of 03/31/2026. The filing states the shares are held of record by clients of Wellington investment advisers and lists related holding companies and advisers.
Massachusetts Financial Services Company reports beneficial ownership of 661,734 shares of Black Rock Coffee Bar, Inc. The filing amends prior disclosures and shows MFS (a Delaware entity) holds 661,734 shares, representing 3.8% of the common stock as of 03/31/2026. The statement is signed on 05/14/2026.