Freshpet, Inc. filings document formal disclosures for its refrigerated fresh pet food business, with recurring 8-K reports on quarterly and annual results, Regulation FD presentations, and reconciliations of non-GAAP measures such as adjusted gross profit, adjusted EBITDA, and free cash flow. The filings connect operating results to net sales, gross margin, input costs, plant expenses, and outlook commentary.
Proxy and compensation-related filings cover annual meeting matters, board governance, executive compensation, equity incentive awards, restricted stock units, inducement grants, and officer transitions. These documents also describe the company’s common stock, shareholder voting procedures, governance committees, and management accountability for Freshpet’s growth strategy and refrigerated distribution model.
Freshpet, Inc. reported strong fourth quarter and full-year 2025 results, highlighted by faster profit growth and its first year of positive free cash flow. Q4 2025 net sales rose to $285.2 million, up 8.6%, with gross margin improving to 43.3%. Net income increased to $33.8 million, and Adjusted EBITDA grew to $61.2 million, or 21.4% of net sales.
For full-year 2025, net sales reached $1.102 billion, up 13.0%, and net income climbed to $139.1 million, helped by a large income tax benefit and higher sales. Adjusted EBITDA was $195.7 million, and free cash flow turned positive at $12.4 million. Freshpet ended 2025 with $278.0 million of cash and $397.3 million of debt. For 2026, the company targets net sales growth of 7%–10%, Adjusted EBITDA of $205–$215 million, and positive free cash flow with about $150 million of capital spending.
Freshpet, Inc. reported that Chief Financial Officer John Gregory O'Connor acquired 7,500 shares of common stock on a restricted basis through a stock unit award. The Form 4 shows this as a grant at a price of $0.00 per share, held as direct ownership.
The award was granted as an inducement outside the Freshpet, Inc. 2024 Equity Incentive Plan under NASDAQ Listing Rule 5635(c)(4). These restricted stock units vest in three equal installments on the first, second, and third anniversaries of the grant date, as long as he continues in service.
Freshpet, Inc. filed an initial insider ownership report for its Chief Financial Officer, John Gregory O'Connor. This Form 3 states that, as of the event date of 02/09/2026, he reports no securities beneficially owned in Freshpet, Inc., and there are no derivative securities listed.
Champlain Investment Partners, LLC filed a Schedule 13G reporting a passive ownership stake in Freshpet, Inc. common stock. As of the event date 12/31/2025, Champlain beneficially owned 1,776,396 shares, representing 3.6% of Freshpet’s outstanding common stock.
Champlain reported sole voting power over 1,669,976 shares and sole dispositive power over 1,776,396 shares, with no shared voting or dispositive power. The firm certified that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Freshpet.
Bank of Montreal and affiliates have disclosed a significant passive stake in Freshpet, Inc. They report beneficial ownership of 2,555,965 shares of Freshpet common stock, representing 5.23% of the outstanding class as of 12/31/2025.
The filing breaks down sole and shared voting and dispositive powers across multiple related entities, including Bank of Montreal, BMO Nesbitt Burns, BMO Asset Management, BMO Financial Corp., Burgundy Asset Management and others. The group certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Freshpet.
Freshpet, Inc. has appointed John O’Connor as its new Chief Financial Officer, effective February 9, 2026. He brings extensive pet and animal health finance experience from senior roles at Zoetis and as CFO of Thrive Pet Healthcare.
O’Connor, age 45, will receive an annual base salary of $525,000, with a target annual cash bonus of at least 70% of base salary and long-term equity incentives targeted at least 150% of base salary, subject to board-established parameters. As an inducement award, he will receive 7,500 restricted stock units that vest in three equal annual installments beginning on the first anniversary of his start date, contingent on continued employment. He will also participate in Freshpet’s executive severance and employee benefit plans and receive five weeks of vacation. Upon his start, interim CFO Ivan Garcia will return to his prior role as Senior Vice President, Finance.
Freshpet, Inc. president Scott James Morris reported a tax-related share disposition involving 1,574 shares of common stock. On January 3, 2026, 1,574 shares were disposed of at $60.15 per share under transaction code “F,” which reflects shares withheld to cover taxes on the vesting of 4,619 restricted stock units granted on January 3, 2025, representing one-third of a 13,858-unit award. After this transaction, he beneficially owns 194,538 shares directly. This direct position consists of 9,239 restricted stock units from the 2025 award, 5,192 additional restricted stock units that vest in three equal annual installments beginning on March 15, 2026, and 180,107 shares of common stock. He also indirectly holds 30,858 shares of common stock through the Scott Morris 2020 Family Trust.
Freshpet, Inc. approved a 2025 retention equity grant for its Chief Operating Officer, Nicola Baty. The grant has a total Grant Date value of $1,750,819.72 and consists of 13,858 time-based RSUs and 13,858 performance-based RSUs issued under the 2024 Equity Incentive Plan.
The time-based RSUs vest in two equal annual installments beginning January 3, 2027, subject to continued employment. The performance-based RSUs vest, if at all, based 50% on three-year (FY 2025-2027) cumulative net sales and 50% on three-year Adjusted EBITDA margin, with 80% of target vesting at threshold and 120% at maximum for each goal and no vesting if thresholds are not met. The awards feature 100% double-trigger accelerated vesting upon a qualifying termination after a change in control, with no special retirement vesting, while Ms. Baty remains eligible for other annual incentive plans.
Freshpet, Inc. (FRPT) filed a Form 4 for its President detailing option exercises and related share sales on 11/06/2025. The insider exercised options for 35,868 shares at $8.90, 80,214 shares at $11.00, and 1,735 shares at $11.00. Shares were then sold in three trades: 16,822 at $55.19, 45,331 at a weighted average price of $55.21 (within a $54.92–$55.46 range), and 982 at $55.36.
According to the footnotes, certain shares were disposed to cover the option exercise price and applicable withholding taxes, and the options exercised were fully vested under the 2014 Omnibus Incentive Plan. Following these transactions, the insider directly beneficially owned 196,112 shares.
Freshpet, Inc. reported stronger Q3 results. Net sales rose to $288.8 million from $253.4 million, and income from operations increased to $24.9 million from $11.9 million as manufacturing scale and cost controls supported higher gross profit.
Net income jumped to $101.7 million from $11.9 million, primarily due to a $77.9 million deferred tax benefit from releasing a valuation allowance, reflecting sustained profitability and expected utilization of tax attributes. Diluted EPS was $1.86 versus $0.24. For the nine months, sales reached $816.8 million and net income was $105.3 million.
Cash and equivalents were $274.6 million, with $396.8 million of 3.00% convertible senior notes due 2028 (fair value $450.1 million). The company recognized a $12.1 million provision for accounts receivable during the nine-month period, largely tied to a pet specialty distributor liquidation. A distributor dispute was settled on September 15, 2025. Shares outstanding were 48,808,337 as of October 30, 2025.
Freshpet, Inc. reported stronger Q3 results. Net sales rose to $288.8 million from $253.4 million, and income from operations increased to $24.9 million from $11.9 million as manufacturing scale and cost controls supported higher gross profit.
Net income jumped to $101.7 million from $11.9 million, primarily due to a $77.9 million deferred tax benefit from releasing a valuation allowance, reflecting sustained profitability and expected utilization of tax attributes. Diluted EPS was $1.86 versus $0.24. For the nine months, sales reached $816.8 million and net income was $105.3 million.
Cash and equivalents were $274.6 million, with $396.8 million of 3.00% convertible senior notes due 2028 (fair value $450.1 million). The company recognized a $12.1 million provision for accounts receivable during the nine-month period, largely tied to a pet specialty distributor liquidation. A distributor dispute was settled on September 15, 2025. Shares outstanding were 48,808,337 as of October 30, 2025.