STOCK TITAN

Once Upon a Farm (OFRM) CFO reports IPO RSUs, options and SAR cash-out

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Once Upon a Farm, PBC officer Lawrence Steven Waldman reported IPO-related equity compensation changes. He received 22,570 shares of common stock as a grant in connection with the company’s initial public offering, subject to multi-year vesting tied to continued service.

He also disposed of 93,500 stock appreciation rights back to the issuer, which were fully vested and settled in cash based on the IPO price versus the SAR exercise price. In addition, he was granted 31,944 employee stock options with an $18 exercise price that vest over four years from the IPO pricing date.

Positive

  • None.

Negative

  • None.
Insider Waldman Lawrence Steven
Role See Remarks
Type Security Shares Price Value
Disposition Stock Appreciation Rights 93,500 $0.00 --
Grant/Award Common Stock 22,570 $0.00 --
Grant/Award Employee Stock Options (right to buy) 31,944 $0.00 --
Holdings After Transaction: Stock Appreciation Rights — 0 shares (Direct); Common Stock — 22,570 shares (Direct); Employee Stock Options (right to buy) — 31,944 shares (Direct)
Footnotes (1)
  1. In connection with the closing of the initial public offering of Once Upon a Farm, PBC (the "Issuer"), the reporting person was granted restricted stock units ("RSUs"), which vest 25% on the first anniversary of the closing of the initial public offering and the remaining 75% annually thereafter in three equal installments, in each case, subject to the reporting person's continued service with the Issuer through such dates. In connection with the closing of the Issuer's initial public offering, each stock appreciation right ("SAR") held by the reporting person fully vested and was settled in cash in an amount equal to the product of (i) (A) the initial public offering price less (B) its exercise price, multiplied by (ii) the number of shares of common stock underlying the SAR. In connection with the pricing of the Issuer's initial public offering, the reporting person was granted stock options, which will vest 25% on the first anniversary of the pricing date of the initial public offering and the remaining 75% annually thereafter in three equal installments, in each case, subject to the reporting person's continued service with the Issuer through such dates.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Waldman Lawrence Steven

(Last) (First) (Middle)
C/O ONCE UPON A FARM, PBC
950 GILMAN STREET, SUITE 100

(Street)
BERKELEY CA 94710

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Once Upon a Farm, PBC [ OFRM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
See Remarks
3. Date of Earliest Transaction (Month/Day/Year)
02/05/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock(1) 02/09/2026 A 22,570 A $0 22,570 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Appreciation Rights $19.58 02/09/2026 D 93,500 (2) (2) Common Stock 93,500 (2) 0 D
Employee Stock Options (right to buy)(3) $18 02/05/2026 A 31,944 (3) 02/05/2036 Common Stock 31,944 $0 31,944 D
Explanation of Responses:
1. In connection with the closing of the initial public offering of Once Upon a Farm, PBC (the "Issuer"), the reporting person was granted restricted stock units ("RSUs"), which vest 25% on the first anniversary of the closing of the initial public offering and the remaining 75% annually thereafter in three equal installments, in each case, subject to the reporting person's continued service with the Issuer through such dates.
2. In connection with the closing of the Issuer's initial public offering, each stock appreciation right ("SAR") held by the reporting person fully vested and was settled in cash in an amount equal to the product of (i) (A) the initial public offering price less (B) its exercise price, multiplied by (ii) the number of shares of common stock underlying the SAR.
3. In connection with the pricing of the Issuer's initial public offering, the reporting person was granted stock options, which will vest 25% on the first anniversary of the pricing date of the initial public offering and the remaining 75% annually thereafter in three equal installments, in each case, subject to the reporting person's continued service with the Issuer through such dates.
Remarks:
President and Chief Financial Officer
/s/ Genevieve Kelly, as Attorney-in-fact 02/09/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

Who is the insider in the OFRM Form 4 and what is their role?

The Form 4 lists Lawrence Steven Waldman as the reporting person. He is an officer of Once Upon a Farm, PBC (OFRM), serving as President and Chief Financial Officer, and reported IPO-related equity compensation transactions in this filing.

What common stock grant did OFRM officer Lawrence Waldman report?

Lawrence Waldman reported acquiring 22,570 shares of common stock as a grant on February 9, 2026. The grant is tied to Once Upon a Farm’s initial public offering and vests over four years, contingent on his continued service with the company.

How were Lawrence Waldman’s stock appreciation rights treated at the OFRM IPO?

In connection with Once Upon a Farm’s initial public offering, 93,500 stock appreciation rights held by Lawrence Waldman fully vested and were disposed of to the issuer. They were settled in cash based on the IPO price minus each SAR’s exercise price.

What stock options did OFRM grant to Lawrence Waldman in this Form 4?

Lawrence Waldman was granted 31,944 employee stock options on February 5, 2026, with an exercise price of $18 per share. These options vest 25% after one year from IPO pricing, then 75% in three equal annual installments.

How do Lawrence Waldman’s OFRM RSUs and options vest over time?

Both the RSUs and stock options reported in the filing vest 25% on the first anniversary of the IPO closing or pricing date, with the remaining 75% vesting annually in three equal installments, subject to Waldman’s continued service with Once Upon a Farm.

Did Lawrence Waldman buy or sell OFRM shares on the open market?

The reported transactions involve grants of common stock and stock options and a cash settlement of stock appreciation rights with the issuer. The Form 4 does not show any open-market purchases or sales of Once Upon a Farm common stock by Waldman.