STOCK TITAN

BMO Affiliates Hold 2.23M FRPT Shares (4.55%) — FRPT

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Freshpet, Inc. Schedule 13G/A (Amendment No. 1) reports that a group of Bank of Montreal entities beneficially own 2,233,818 shares of Common Stock, representing 4.55% of the class. The filing lists the reporting persons and their registered CUSIP 358039105.

The statement breaks down voting and dispositive powers across affiliated entities (for example, Bank of Montreal shows 1,862,931 sole voting power and 2,233,448 sole dispositive power; 1001271606 Ontario Inc and Burgundy Asset Management, Inc. each show 1,310,659 sole dispositive power). The filing is signed by Kathryn Cenac with signature dates of 05/13/2026.

Positive

  • None.

Negative

  • None.

Insights

Filing documents passive institutional ownership and power allocation among BMO entities.

The Schedule 13G/A identifies a group of affiliated Bank of Montreal reporting persons and quantifies their beneficial ownership of 2,233,818 shares and voting/dispositive splits. The statement follows regulatory disclosure norms for beneficial owners under Section 13.

Key dependencies include the classification as a 13G filing and the group structure; any changes in voting arrangements or acquisitions would require amended filings. Subsequent filings will reveal material changes in position.

Ownership concentrated across several BMO affiliates; two subsidiaries show large dispositive holdings.

The excerpt attributes large dispositive counts to 1001271606 Ontario Inc and Burgundy Asset Management, Inc. (each 1,310,659 shares). The bank parent reports consolidated totals reflecting pooled control and disposal authority across entities.

This allocation matters for assessing potential selling capacity or stewardship votes; changes to these allocations would appear in updated Section 13 filings or schedules.

Beneficial ownership 2,233,818 shares Total beneficially owned (Item 4(a))
Percent of class 4.55% Percent of class (Item 4(b))
CUSIP 358039105 Freshpet Common Stock CUSIP listed on cover
Bank of Montreal sole voting power 1,862,931 shares Bank of Montreal sole power to vote (Item 4(c)(i))
Bank of Montreal sole dispositive power 2,233,448 shares Bank of Montreal sole power to dispose (Item 4(c)(iii))
1001271606 Ontario Inc. dispositive power 1,310,659 shares Sole dispositive power for 1001271606 Ontario Inc.
Signature date 05/13/2026 Signature dates on amendment
Schedule 13G/A regulatory
"Schedule 13G/A (Amendment No. 1) reports beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficially owned regulatory
"Amount beneficially owned: 2,233,818"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: Bank of Montreal - 2,233,448"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

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

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FAQ

What does the Schedule 13G/A for FRPT report?

It reports that Bank of Montreal-related entities beneficially own 2,233,818 shares of Freshpet common stock, representing 4.55% of the class. The filing itemizes voting and dispositive powers among the affiliated reporting persons and provides signature dates.

Who are the reporting persons named in the filing for FRPT?

The filing lists multiple Bank of Montreal affiliates including Bank of Montreal, Bank of Montreal Holding Inc., BMO Asset Management Inc., and others, plus 1001271606 Ontario Inc. and Burgundy Asset Management, Inc., with a shared address at 1 First Canadian Place, Toronto.

What voting and dispositive powers are disclosed?

The statement discloses per-entity powers: e.g., Bank of Montreal has 1,862,931 sole voting power and 2,233,448 sole dispositive power; 1001271606 Ontario Inc. shows 943,267 sole voting and 1,310,659 sole dispositive power in the excerpt.

Does this Schedule 13G/A indicate an active trading intent?

No explicit trading intent is stated. The filing lists beneficial ownership and power allocations under Schedule 13G/A format; it does not describe planned purchases or sales or provide cash‑flow details related to the holdings.

When was the filing signed and by whom?

The filing is signed by Kathryn Cenac, Managing Director - Regulatory Solutions Group, with signature dates shown as 05/13/2026 on the submitted amendment.





358039105

(CUSIP Number)
03/31/2026

(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)




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Bank of Montreal
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
BANK OF MONTREAL HOLDING INC.
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
BMO NESBITT BURNS INC. WEALTH MANAGEMENT
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
BMO ASSET MANAGEMENT INC.
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
BMO NESBITT BURNS INC.
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
BMO FINANCIAL CORP.
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
BMO Delaware Trust Company
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
BMO CAPITAL MARKETS CORP.
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
BMO BANK N.A.
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
BMO FAMILY OFFICE, LLC
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
1001271606 ONTARIO INC
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026
Burgundy Asset Management, Inc.
Signature:Kathryn Cenac
Name/Title:Managing Director - Regulatory Solutions Group
Date:05/13/2026