Welcome to our dedicated page for First Watch Restaurant Group SEC filings (Ticker: FWRG), 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.
First Watch Restaurant Group, Inc. filings document formal disclosures for a Nasdaq-listed restaurant operator with company-owned restaurant sales and franchise revenue. Recent 8-K reports furnish quarterly and annual operating results, preliminary operating metrics, Regulation FD supplemental presentations, and exhibits tied to press releases about same-restaurant sales, traffic, restaurant openings, and financial outlook.
The filing record also includes definitive proxy materials covering governance, executive compensation and equity awards, Form 8-K officer-change disclosures, and capital-markets documents related to common stock sold by selling shareholders under a registration statement. These disclosures record leadership structure, emerging growth company status, common stock terms, and event-specific exhibits such as underwriting agreements and corrected earnings materials.
First Watch Restaurant Group’s Chief Financial Officer, Ashlee Suzanne Weisser, reported an equity compensation grant. She acquired 26,595 shares of common stock in the form of restricted stock units at no cash cost, bringing her direct holdings to 64,365 shares.
The restricted stock units will vest on June 8, 2030, subject to earlier forfeiture or acceleration. This is a compensation-related award rather than an open-market purchase, and it reflects long-term incentive alignment with the company’s performance over the multi‑year vesting period.
First Watch Restaurant Group, Inc. Chief Financial Officer Ashlee Suzanne Weisser reported an initial holding of 37,770 shares of common stock. Of these, 31,392 are restricted stock units that vest in stages between March 1, 2027 and March 1, 2029, each representing a contingent right to one share.
First Watch Restaurant Group has appointed Ashlee Weisser as Chief Financial Officer, effective June 8, 2026. She will also serve as the company’s principal financial and principal accounting officer. Weisser joined First Watch in 2023 as Senior Vice President of Financial Planning & Analysis and has more than 15 years of finance leadership experience at national restaurant brands.
In connection with her promotion, Weisser’s base salary is set at $475,000 with a target annual cash bonus equal to 70% of base salary. She also received restricted stock units with a fair market value of $275,000 on the grant date. She succeeds long-time CFO Mel Hope, who previously announced his retirement and will remain as an advisor to support a smooth leadership transition.
Neuberger Berman Group LLC and Neuberger Berman Investment Advisers LLC amended a Schedule 13G/A to report beneficial ownership of common stock of First Watch Restaurant Group, Inc.
The filing shows 2,258,285 shares reported by Neuberger Berman Group LLC with 3.7% of the class and 2,258,069 shares reported by Neuberger Berman Investment Advisers LLC with 5.1%. The filing states these holdings may be held in various fiduciary capacities and includes shared voting and dispositive power figures.
First Watch Restaurant Group, Inc. reported that director Britt Irene Chang received an equity award of 12,345 shares of Common Stock in the form of restricted stock units. The award was granted at a price of $0.00 per share as compensation, not an open-market purchase.
The footnote explains that these are RSUs that will vest on May 21, 2027, provided Chang remains in continuous service through that date. Each RSU will convert into one share of common stock at vesting, increasing her actual share ownership when delivered.
After this grant, Chang’s direct holdings reported in this filing total 31,645 shares of Common Stock, which reflects a routine compensation-related increase in her equity position rather than a market transaction.
FLEISHER MICHAEL D reported acquisition or exercise transactions in this Form 4 filing.
First Watch Restaurant Group, Inc. director Michael D. Fleisher received an equity award from the company. He was granted 12,345 restricted stock units (RSUs), each representing one share of common stock. These RSUs vest on May 21, 2027, subject to his continuous service, bringing his direct holdings to 29,297 shares.
Alvarez Ralph reported acquisition or exercise transactions in this Form 4 filing.
First Watch Restaurant Group, Inc. reported that director Ralph Alvarez received an equity award in the form of restricted stock units. The grant covers 17,636 RSUs, each representing a contingent right to receive one share of common stock, at a stated price of $0.0000 per share. These RSUs vest on May 21, 2027, subject to his continuous service through that date. Following this award, Alvarez directly holds 440,471 shares of First Watch common stock.
Solheim Jostein reported acquisition or exercise transactions in this Form 4 filing.
First Watch Restaurant Group director Jostein Solheim received an equity award from the company. He was granted 12,345 restricted stock units (RSUs) of common stock, with no cash paid per unit. The RSUs vest on May 21, 2027, if he continues serving through that date. After this grant, he directly holds 31,601 shares of common stock.
First Watch Restaurant Group, Inc. reported that director Rachel K. Tipograph acquired equity-based compensation through a new award. On May 21, 2026, she received 12,345 restricted stock units (RSUs), each representing a contingent right to receive one share of common stock. The RSUs vest on May 21, 2027, provided she remains in continuous service through that date. After this grant, the filing shows she directly beneficially owns 21,647 shares of common stock.
First Watch Restaurant Group director Charles Jemley received an equity award of restricted stock units. The company granted him 12,345 RSUs that vest on May 21, 2027, as long as he remains in continuous service through that date. Each RSU will convert into one share of common stock at vesting. After this grant, Jemley directly holds 44,278 shares of the company’s common stock, reflecting his total reported equity stake following the award.