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. disclosure: Brandon J. Olson reports beneficial ownership of 4,320,385 shares of Class A Common Stock, representing 19.8% of the class. The filing states this figure reflects conversion of LLC units into Class A shares and assumes total Class A outstanding of 21,798,837 (which combines 17,478,452 outstanding as of March 1, 2026 and 4,320,385 issuable upon conversion). The filing describes Mr. Olson as investment advisor/manager to entities holding the LLC units and disclaims direct beneficial ownership except to the extent of his pecuniary interest.
Black Rock Coffee Bar, Inc. received an updated Schedule 13D/A reflecting significant changes in large shareholder positions. Viking Cake BR, LLC and its subsidiary Viking Cake Fuel, LLC report beneficial ownership of 5,809,391 LLC Units and corresponding Class C shares, representing 24.9 % of Class A Common Stock on an as-converted basis. Daniel Brand is reported as beneficially owning 11,587,473 LLC Units through various entities and trusts, equal to 39.9 % of the Class A shares on an as-converted basis. On March 20, 2026, Viking Cake Fuel transferred 5,809,390 LLC Units and matching Class C shares to Viking Cake BR, which then distributed the same amount to certain members, causing Jake Spellmeyer and Bryan Pereboom to fall below five percent ownership. On March 23, 2026, Viking Cake Fuel amended its margin loan so Aureata Fuel, LLC and Vahalda Fuel, LLC each assumed a pro rata share of the loan obligations.
Black Rock Coffee Bar, Inc. reported an insider-related restructuring involving 5,809,390 LLC Units and the same number of shares of Class C common stock. These interests were transferred by Viking Cake Fuel, LLC to Viking Cake BR, LLC, then distributed by Viking Cake to certain of its members in exchange for their membership interests.
The holdings are indirect, through Viking Cake and its subsidiary Viking Cake Fuel, over which Jeffrey Robert Hernandez has voting and investment power, while disclaiming beneficial ownership except for his pecuniary interest. Each LLC Unit and matching Class C share can be exchanged on a one-for-one basis for Class A common stock or, at the issuer’s election, cash. Each outstanding Class C share will automatically convert into Class B common stock on a one-for-one basis by September 15, 2035, or earlier if specified ownership thresholds are not maintained.
Viking Cake Fuel, LLC, a major holder of Black Rock Coffee Bar, Inc., reported an internal restructuring of its ownership interests. On March 20, 2026, it recorded two related “J” code transactions classified as other acquisitions or dispositions, each involving 5,809,390 instruments.
One entry covers LLC Units of Black Rock Coffee Holdings, LLC paired with an equal number of shares of Class C common stock, both ultimately exchangeable or redeemable on a one-for-one basis into Class A common stock or cash at the issuer’s election, as described in the footnotes. A footnote states that on this date Viking Cake Fuel, LLC transferred 5,809,390 shares of Class C common stock and an equal number of LLC Units to its parent, Viking Cake BR, LLC. The filing shows no open-market buying or selling, and total holdings reported after the transactions were 5,809,391 LLC Units and 5,809,391 shares of Class C common stock.
Black Rock Coffee Bar, Inc. insider Daniel Jordan Brand reported an internal restructuring of indirect holdings in LLC Units and matching shares of Class C common stock linked to Black Rock Coffee Holdings, LLC. On March 20, 2026, Viking Cake Fuel, LLC transferred 5,809,390 shares of Class C common stock and an equal number of LLC Units to Viking Cake BR, LLC, which then distributed the same amounts to certain of its members in exchange for their membership interests. Each LLC Unit and corresponding Class C share is exchangeable into Class A common stock on a one-for-one basis or, at the issuer’s election, for cash, and the Class C share is cancelled upon redemption. Class C shares also automatically convert into Class B common stock on the earlier of September 15, 2035 or when the holder’s Class C stake falls below a specified threshold. The positions are held through Viking Cake and Viking Cake Fuel, over which Brand has voting and investment power, while he disclaims beneficial ownership beyond his pecuniary interest.
Black Rock Coffee Bar, Inc. insider Bryan Douglas Pereboom reported an internal restructuring of his indirect holdings in LLC Units and Class C common stock. On March 20, 2026, entities associated with him moved 5,809,390 shares of Class C common stock and an equal number of LLC Units from Viking Cake Fuel, LLC to Viking Cake BR, LLC, then Viking Cake BR, LLC distributed the same amounts to certain of its members. The filing classifies these as “other” transactions with no per‑share price, indicating an entity-level reorganization rather than an open‑market trade. As a result, Pereboom no longer has voting or investment power over the shares held by Viking Cake BR, LLC and reports 29,046 indirect shares remaining, while also disclaiming beneficial ownership of shares held through his spouse’s interest in Aureata Fuel, LLC except for any pecuniary interest.
Black Rock Coffee Bar, Inc. insider Jacob Virgil Spellmeyer reported an internal restructuring of interests linked to Class A common stock. On March 20, 2026, Viking Cake Fuel, LLC transferred 5,809,390 shares of Class C Common Stock and an equal number of LLC Units to Viking Cake BR, LLC. Viking Cake then distributed 5,809,390 shares of Class C Common Stock and the same number of LLC Units to certain of its members in exchange for their membership interests. As a result of this distribution, Spellmeyer no longer has voting or investment power over the shares previously held by Viking Cake and disclaims beneficial ownership of those shares. The LLC Units and corresponding Class C shares are exchangeable into Class A common stock on a one-for-one basis or, at the issuer’s election, for cash, and each Class C share will automatically convert into Class B common stock by September 15, 2035 or earlier if specified ownership thresholds are not met.
Black Rock Coffee Bar, Inc. insider Viking Cake BR, LLC reported an internal restructuring involving 5,809,390 LLC Units of Black Rock Coffee Holdings, LLC and an equal number of shares of Class C common stock. On March 20, 2026, Viking Cake Fuel, LLC transferred these interests to Viking Cake BR, LLC, which then distributed the same amounts to certain of its members in exchange for their membership interests. Each LLC Unit and corresponding share of Class C common stock is ultimately exchangeable, at the holder’s election and subject to issuer choice, for either one share of Class A common stock or an equivalent cash amount, and each Class C share will automatically convert into Class B common stock upon specified future triggers.
Black Rock Coffee Bar, Inc. entered into an irrevocable proxy with four 2021 trusts that hold Class C common shares. Under this agreement, the company’s Chief Executive Officer and any company designee are authorized to vote all Class A, Class B and Class C shares held or controlled by these trusts. This voting authority covers all voting, consent and similar rights attached to the covered shares and lasts until the later of two years from March 18, 2026 or the termination of a related Voting Agreement with other investors. The arrangement centralizes voting control for this block of shares under the company’s direction, potentially strengthening management’s influence on shareholder decisions.
Black Rock Coffee Bar, Inc. has replaced its independent auditor. On March 12, 2026, the Audit Committee dismissed KPMG LLP and immediately approved the engagement of Deloitte & Touche LLP as the new independent registered public accounting firm for the year ending December 31, 2026.
KPMG’s audit reports on the 2025 and 2024 consolidated financial statements had clean opinions without adverse or qualified language. The company states there were no disagreements with KPMG and no reportable events, other than previously disclosed material weaknesses in internal control for 2024 related to segregation of duties over journal entries and the initial recognition of leases.