Utz Brands Inc SEC Filings

Utz Brands (UTZ) received an amended Schedule 13G/A from JPMorgan Chase & Co. disclosing beneficial ownership of 7,295,831 Class A shares, representing 8.4% of the class as of 09/30/2025.

JPMorgan reports sole voting power over 6,952,199 shares, sole dispositive power over 7,286,928 shares, and shared dispositive power over 7,862 shares, with no shared voting power. The filing is made on a passive basis, certifying the securities were acquired and are held in the ordinary course and not to change or influence control. Listed subsidiaries include J.P. Morgan Trust Company of Delaware and multiple JPMorgan asset management entities.

Roger K. Deromedi filed an amendment to Schedule 13G reporting beneficial ownership of 4,772,885 shares of Utz Brands, Inc. Class A common stock, representing 5.54% of the Class A shares outstanding. The percentage is calculated using 86,201,901 Class A shares outstanding as of 07/28/2025. Holdings are held across several trusts and directly: 2,516,736 shares in a Revocable Trust, 461,401 in a 2021 GRAT, 25,379 directly, 360,000 in an Irrevocable Generation Skipping Trust (held by spouse), 409,369 in a 2024 GRAT, and 1,000,000 in a 2024 GRAT 2. The filing notes voting and dispositive power over the Revocable Trust and the GRATs, and disclaims beneficial ownership of the shares controlled by the spouse-held Irrevocable Trust.

Utz Brands, Inc. reporting persons Jason K. Giordano and Chinh E. Chu filed an amendment to Schedule 13G disclosing beneficial ownership of Class A common shares. Mr. Giordano directly holds 3,813,693 Class A shares (about 4.42% of the class) including 709,647 shares held jointly with his spouse. Mr. Chu (through CC Collier Holdings, LLC) directly holds 524,716 Class A shares (about 0.61%). Together the Reporting Persons would hold 4,338,409 Class A shares, or 5.03% of outstanding Class A shares, if treated as a group. All ownership percentages are calculated using 86,201,901 Class A shares outstanding as of July 28, 2025.

Christina Choi, a director of Utz Brands, Inc. (UTZ), reported a sale of 5,703 shares of Class A common stock on 09/04/2025 at $13.63 per share, reducing her beneficial ownership to 33,710 shares. The filing states the shares were sold to satisfy the reporting persons tax liability arising from the settlement of a restricted stock unit award. The Form 4 was signed by an attorney-in-fact on 09/05/2025 and shows no other transactions or derivative positions reported.

Utz Brands, Inc. Form 144 notice shows a proposed sale of 5,703 shares of Class A Common Stock through Merrill Lynch (Atlanta) with an aggregate market value of $77,731.89. The filing lists total outstanding shares of 86,201,901 and an approximate sale date of 09/04/2025. The securities were acquired from Utz Brands, Inc. via vesting of stock awards on 04/24/2024 (270 shares), 04/25/2024 (740 shares) and 05/06/2021 (4,693 shares), with compensatory payment noted for each lot. The filer reports no securities sold in the past three months and includes the standard representation that no material nonpublic information is known.

Insider purchase via ESPP: Mitchell Andrew Arends, listed as an officer with title EVP Chief Integr Supply Chain at Utz Brands, Inc. (UTZ), acquired 1,650 shares of Class A Common Stock on 06/30/2025 at a price of $11.92 per share through the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. The filing states the acquisition was exempt under Rule 16b-3(c) and 16b-3(d). After the purchase, Mr. Arends beneficially owned 64,356 shares of Class A Common Stock. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Arends.

Theresa Robbins Shea, EVP and Chief Legal Officer of Utz Brands, Inc. (UTZ), reported acquiring 1,040 shares of the issuer's Class A Common Stock on 06/30/2025 at a purchase price of $11.92 per share under the Utz Brands, Inc. 2021 Employee Stock Purchase Plan. After the transaction she beneficially owns 54,000 shares directly. The filing is a Form 4 signed by the reporting person on 08/29/2025. The acquisition was disclosed as exempt under Rule 16b-3(c) and Rule 16b-3(d), indicating it was made pursuant to a company employee plan.

William J. Kelley, Jr., EVP & Chief Financial Officer of Utz Brands, Inc. (UTZ), reported the acquisition of 127 restricted stock units on 08/29/2025. The award carries a $0 purchase price and increases his reported beneficial ownership to 13,281 shares of Class A Common Stock. Each restricted stock unit represents a contingent right to one share under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan and vests 100% on December 31, 2027, subject to the reporting person's continuous service and the Plan's conditions. The filing was signed by an attorney-in-fact on behalf of Mr. Kelley.

Insider gift of Utz Brands shares reduced reported beneficial ownership. Lissette Dylan, a director of Utz Brands, Inc. (UTZ), reported on Form 4 that on 08/20/2025 she disposed of 74,145 shares of Class A Common Stock by gift to trusts for her children at $0 price, reducing her direct holdings to 114,033 shares. An additional 14,829 shares are shown as indirectly owned in a trust for a child living in her household; the reporting person disclaims beneficial ownership of those trust-held shares. The Form 4 was signed by an attorney-in-fact on 08/21/2025.