Once Upon a Farm (OFRM) stake of 1.99M shares reported by Westwood
Rhea-AI Filing Summary
Westwood Management Corporation reported its holdings of common stock of Once Upon a Farm, PBC. The firm beneficially owned 1,997,312 shares, representing 4.77% of the class, indicating ownership of under five percent of the company’s outstanding common stock.
Westwood Management Corporation had sole voting power over 1,436,413 shares and shared voting power over 168 shares. It also had sole dispositive power over 560,731 shares and shared dispositive power over 168 shares. The filer stated that the securities are not held for the purpose of changing or influencing control of Once Upon a Farm, PBC.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 1,997,312 shares
Percent of class: 4.77%
Sole voting power: 1,436,413 shares
+3 more
6 metrics
Beneficially owned shares
1,997,312 shares
Common stock of Once Upon a Farm, PBC beneficially owned by Westwood Management Corporation
Percent of class
4.77%
Percentage of Once Upon a Farm, PBC common stock class beneficially owned
Sole voting power
1,436,413 shares
Shares over which Westwood Management Corporation has sole power to vote or direct the vote
Shared voting power
168 shares
Shares over which Westwood Management Corporation has shared power to vote or direct the vote
Sole dispositive power
560,731 shares
Shares over which Westwood Management Corporation has sole power to dispose or direct disposition
Shared dispositive power
168 shares
Shares over which Westwood Management Corporation has shared power to dispose or direct disposition
Key Terms
beneficially owned, sole power to vote or to direct the vote, dispositive power, Ownership of 5 percent or less of a class
4 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 1,997,312"
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 power to vote or to direct the vote financial
"(i) Sole power to vote or to direct the vote: 1436413"
dispositive power financial
"(iii) Sole power to dispose or to direct the disposition of: 560731"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Ownership of 5 percent or less of a class financial
"Item 5. | Ownership of 5 Percent or Less of a Class."
FAQ
What percentage of Once Upon a Farm (OFRM) does Westwood Management Corporation own?
Westwood Management Corporation beneficially owned 4.77% of the common stock of Once Upon a Farm, PBC. This corresponds to 1,997,312 shares reported as of the filing, indicating ownership below the five percent threshold.
What dispositive power does Westwood Management Corporation report over OFRM stock?
Westwood Management Corporation reported sole dispositive power over 560,731 shares and shared dispositive power over 168 shares of Once Upon a Farm, PBC common stock, indicating how many shares it can direct the disposition of.
Is Westwood Management Corporation seeking to influence control of Once Upon a Farm (OFRM)?
The filing states that the securities were not acquired and are not held for the purpose of changing or influencing control of Once Upon a Farm, PBC, and are not part of any transaction having that purpose or effect.
Who signed the OFRM ownership report for Westwood Management Corporation?
The report was signed by Carl N. Cochran, identified as Associate Compliance Officer. The signature section certifies the accuracy of the ownership information to the best of the signer’s knowledge and belief.
AI-generated analysis. How Rhea-AI works. Not financial advice.