Farmer Bros. 401(k) Plan reports 8.5% stake

Accepted by SEC EDGAR 02/05/2026 - 04:24 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Farmer Bros. Co. 401(k) Plan reports beneficial ownership of 1,856,308.79 shares of Farmer Bros. Co. common stock, representing 8.5% of the class, on an amended Schedule 13G.

The plan has no sole voting or dispositive power and instead shares voting and dispositive power over all reported shares. It certifies the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Farmer Bros. Co.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What ownership stake in FARM does the Farmer Bros. Co. 401(k) Plan report?

The Farmer Bros. Co. 401(k) Plan reports beneficial ownership of 1,856,308.79 shares of Farmer Bros. Co. common stock, representing 8.5% of the class. This stake is disclosed on an amended Schedule 13G as of the event date December 31, 2025.

How much voting power over FARM shares does the 401(k) plan have?

The Farmer Bros. Co. 401(k) Plan reports no sole voting power and shared voting power over 1,856,308.79 shares. It also has shared dispositive power over the same number of shares, indicating decisions are made collectively rather than by the plan alone.

Is the Farmer Bros. Co. 401(k) Plan a passive holder of FARM stock?

Yes. The plan certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Farmer Bros. Co., consistent with a passive, employee-benefit-plan investor under Schedule 13G rules.

What type of reporting person is listed in this FARM Schedule 13G/A?

The reporting person is the Farmer Bros. Co. 401(k) Plan, an employee benefit plan organized in Delaware. It files under the employee benefit plan category referenced in Rule 13d-1(b)(1)(ii)(F), reflecting ownership held on behalf of plan participants.

When did the ownership event triggering this FARM Schedule 13G/A occur?

The date of the event requiring this Schedule 13G/A filing is December 31, 2025. Ownership information, including the 1,856,308.79 shares and 8.5% of the class, is reported as of that event date for Farmer Bros. Co. common stock.

Who signed the Farmer Bros. Co. 401(k) Plan Schedule 13G/A for FARM?

The filing is signed by Jared Vitemb, identified as Vice President of Farmer Bros. Co. and Administrator of the reporting person. He certifies, after reasonable inquiry, that the information in the ownership statement is true, complete, and correct.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 5)

Farmer Bros. Co.

(Name of Issuer)

Common Stock, $1.00 Par Value

(Title of Class of Securities)

307675108

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 307675108

1

Names of Reporting Persons

Farmer Bros. Co. 401(k) Plan

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,856,308.79
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,856,308.79

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,856,308.79

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.5 %

12

Type of Reporting Person (See Instructions)

EP

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Farmer Bros. Co.
(b)	Address of issuer's principal executive offices: 14501 North Freeway, Ft. Worth, TX, 76177
Item 2.
(a)	Name of person filing: Farmer Bros. Co. 401(k) Plan
(b)	Address or principal business office or, if none, residence: 14501 North Freeway, Fort Worth, Texas 76177
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock, $1.00 Par Value
(e)	CUSIP No.: 307675108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1856308.79
(b)	Percent of class: 8.5 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 1856308.79
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 1856308.79
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Farmer Bros. Co. 401(k) Plan

Signature:	/s/ Jared Vitemb
Name/Title:	Jared Vitemb, VP of Farmer Bros. Co., Administrator of Reporting Person
Date:	02/05/2026