Solo Brands Inc SEC Filings

Solo Brands (SBDS)179,218 restricted stock units (RSUs), each representing one share of Class A Common Stock.

Per the award terms, 31.25% vested on the grant date, with the remainder vesting in substantially equal quarterly installments after June 23, 2025, so that all RSUs are vested on the third anniversary of June 23, 2025, subject to continued service. The vested RSUs have not yet been settled.

Solo Brands (SBDS) disclosed a Form 4 showing its Chief Accounting Officer, David McGuire, was granted 2,811 restricted stock units (RSUs) on 11/07/2025.

Each RSU represents the right to receive one share of Class A Common Stock. The award is scheduled to vest in two approximately equal installments on February 28, 2026 and February 28, 2027, subject to continued service. Following the grant, 2,811 derivative securities were beneficially owned on a direct basis at a stated price of $0 for the RSUs.

Solo Brands (SBDS)November 7, 2025, she was granted 5,736 restricted stock units (RSUs). Each RSU represents the right to receive one share of Class A common stock.

The award vests in two approximately equal installments on February 28, 2026 and February 28, 2027, subject to continuous service. Following the grant, 5,736 derivative securities are shown as beneficially owned, held direct.

Solo Brands (SBDS) filed its Q3 2025 10‑Q, reporting net sales of $53,038 thousand versus $94,139 thousand a year ago. Gross profit was $31,846 thousand and the company posted an operating loss of $16,177 thousand and a net loss of $22,926 thousand. For the nine months, net sales were $222,547 thousand with a net loss of $62,270 thousand.

The company completed a 1‑for‑40 reverse stock split effective July 8, 2025. As of November 3, 2025, shares outstanding were 1,647,827 Class A and 827,326 Class B. A June 2025 refinancing created a $240,000 thousand term loan and a $90,000 thousand revolver maturing June 30, 2028; long‑term debt, net was $233,966 thousand at quarter‑end, with $60,600 thousand revolver availability. Interest can be paid in kind through certain periods, and PIK capitalized was $6,000 thousand in Q3. The company recorded $1,940 thousand of restructuring, contract termination and impairment charges in Q3 ( $18,030 thousand year‑to‑date ) and closed three distribution centers to reduce costs. Management states the refinancing alleviated prior going‑concern doubt and requires a Credit Agreement Adjusted EBITDA floor of $25 million for the twelve months ended December 31, 2025.

Solo Brands (SBDS) furnished its quarterly results update. The company submitted an 8-K announcing an earnings press release covering the three and nine months ended September 30, 2025. The press release is provided as Exhibit 99.1.

The information is furnished under Item 2.02 and is not deemed filed for purposes of Section 18 of the Exchange Act, nor incorporated by reference into other filings unless specifically stated. This preserves flexibility around liability treatment while making the results available to the market.

Insider award: 2,411 restricted stock units were granted to Director Michael C. Dennison on 10/09/2025. Each RSU represents a contingent right to one share of Class A Common Stock and the reported grant carries a $0 per-share price, indicating no cash purchase. The RSUs vest on the earlier of the day before the first annual stockholder meeting after grant or the first anniversary of grant, subject to continuous service, so the award is time- and service‑based rather than performance‑based.

The filing is reported on Form 4 and was signed on 10/10/2025 by an attorney-in-fact. Following the grant, 2,411 shares will be receivable if vesting conditions are met, and ownership is reported as direct.

Andrea K. Tarbox, a director of Solo Brands, Inc. (SBDS), was granted 2,030 restricted stock units (RSUs) on 10/09/2025. Each RSU converts to one share of Class A Common Stock and carries a $0 per-share purchase price. The RSUs vest on the earlier of the day before the issuer's first annual meeting of stockholders after the grant or the first anniversary of the grant, subject to continuous service. After the grant, Ms. Tarbox beneficially owns 2,030 shares directly. The Form 4 is signed by Chris Blevins, Attorney-in-Fact on 10/10/2025.

Director David Powers received a grant of 2,030 restricted stock units (RSUs) on 10/09/2025. Each RSU converts to one share of Class A Common Stock upon vesting. The award was granted at a $0 purchase price and, after the grant, Mr. Powers beneficially owns 2,030 shares directly related to these RSUs. The RSUs vest on the earlier of the day before the first annual meeting following the grant or the first anniversary of the grant, subject to continued service, making the latest vesting trigger the first anniversary of the grant.