Welcome to our dedicated page for Utz Brands SEC filings (Ticker: UTZ), 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.
Utz Brands, Inc. filings document the reporting record of a branded salty-snack manufacturer with Class A common stock listed on the NYSE. The company’s Form 8-K disclosures cover quarterly and annual operating results, Regulation FD presentation materials, guidance-related updates, liquidity, leverage, cash flow, and capital-allocation actions such as dividends and share repurchases.
Proxy and annual-meeting filings describe board elections, advisory executive-compensation votes, auditor ratification, director classes, equity compensation disclosures, and voting power across the company’s Class A and Class V common stock. Other filings address accounting presentation matters, including the classification of logistics, direct-store-delivery distribution center, and outbound shipping and handling costs within the company’s statements of operations.
Sponaugle James reported acquisition or exercise transactions in this Form 4 filing.
Utz Brands, Inc. reported that EVP & Chief People Officer James Sponaugle received a grant of 20,195 shares of Class A Common Stock as a stock-based award, bringing his direct holdings to 100,254 shares. The award is structured as restricted stock units under the company’s 2020 Omnibus Equity Incentive Plan.
The restricted stock units vest over three years: 33.33% on December 31, 2026, another 33.33% on December 31, 2027, and 33.34% on December 31, 2028, if he remains in continuous service and other plan conditions are met. The company describes this as a special grant to certain senior officers to promote leadership continuity and disciplined execution of its long-term strategy.
Shea Theresa Robbins reported acquisition or exercise transactions in this Form 4 filing.
Utz Brands, Inc. granted EVP and Chief Legal Officer Theresa Robbins Shea an award of 23,333 restricted stock units of Class A Common Stock as equity compensation. Each unit represents a contingent right to one share.
The award vests in three tranches: 33.33% on December 31, 2026, 33.33% on December 31, 2027, and 33.34% on December 31, 2028, subject to continued service and plan conditions. Following this grant, she holds 110,524 shares directly. The grant is described as a special award to certain senior officers to promote leadership continuity and disciplined execution of the company’s long-term strategy.
Bentz Jennifer reported acquisition or exercise transactions in this Form 4 filing.
Utz Brands, Inc. executive vice president and chief marketing officer Jennifer Bentz reported an equity compensation grant of 25,251 shares of Class A Common Stock, delivered as restricted stock units under the company’s 2020 Omnibus Equity Incentive Plan.
Each restricted stock unit represents one share of Class A Common Stock. The units vest in three tranches: 33.33% on December 31, 2026, 33.33% on December 31, 2027, and 33.34% on December 31, 2028, subject to her continued service and plan conditions. Following this award, she directly holds 85,000 shares. The company describes this as a special grant to certain senior officers to promote leadership continuity and disciplined execution of its long-term strategy.
Utz Brands, Inc. reported that EVP Chief Integrated Supply Chain Mitchell Andrew Arends received a grant of 26,013 shares of Class A Common Stock as a restricted stock unit award under the company’s 2020 Omnibus Equity Incentive Plan. This is a compensation-related acquisition, not an open-market purchase, and leaves him with 101,712 shares held directly after the award.
Each restricted stock unit represents the right to receive one share of Class A Common Stock. The units vest in three equal annual tranches: 33.33% on December 31, 2026, 33.33% on December 31, 2027, and 33.34% on December 31, 2028, subject to his continued service and other plan conditions. The company describes this as a special grant to certain senior officers to promote leadership continuity and disciplined execution of its long-term strategy.
Kelley William J. JR reported acquisition or exercise transactions in this Form 4 filing.
Utz Brands, Inc. Executive Vice President and Chief Financial Officer William J. Kelley Jr. reported two stock-based compensation awards of Class A Common Stock on Form 4. The awards, structured as restricted stock units under the company’s 2020 Omnibus Equity Incentive Plan, were granted at no cash cost to him. One entry reflects 2,982 additional shares intended to be part of his January 5, 2026 award, while the other covers 42,940 shares from a special grant to certain senior officers to support leadership continuity and execution of the long-term strategy. These restricted stock units vest in three equal tranches around December 31, 2026, December 31, 2027, and December 31, 2028, contingent on continued service and other plan conditions.
Utz Brands director Dylan Lissette reported a tax-related share disposition. On February 27, 2026, 16,891 shares of Utz Class A Common Stock were withheld at $10.38 per share to cover taxes triggered by a restricted stock unit settlement.
After this withholding, Lissette directly holds 143,803 Class A shares. The filing also notes 14,829 shares held indirectly in a trust for the benefit of Lissette’s youngest child; Lissette expressly disclaims beneficial ownership of those trust-held shares.
Utz Brands, Inc. used its CAGNY conference appearance to outline long-term growth, margin, cash flow, and deleveraging targets as it exits a capital-intensive transformation stage. Management emphasized growing faster than the salty snack category while expanding profitability and free cash flow.
The company aims for Organic Net Sales to grow 2–3 percentage points faster than the category and sees long-term Net Sales potential of $1.9 billion, about $500 million above current levels. Annual Adjusted EBITDA growth is targeted at 6–8% with margin expansion to at least 17%.
Utz targets Adjusted Free Cash Flow of over $100 million in 2027 and beyond, supported by capital expenditures of about 3% of Net Sales starting in 2027. It also plans to reduce leverage to roughly 2.5x long term and expects leverage of 2.7x–3.0x in 2027.
Ameriprise Financial, Inc. filed an amended Schedule 13G reporting beneficial ownership of 5,333,171 shares of Utz Brands, Inc. Class A common stock, representing 6.1% of the class as of 12/31/2025. Ameriprise reports shared voting power over 5,331,050 shares and shared dispositive power over 5,333,171 shares, with no sole voting or dispositive power. The firm disclaims beneficial ownership of the reported shares and certifies they are held in the ordinary course of business, not for the purpose of changing or influencing control of Utz Brands.
Utz Brands describes how it is reshaping its salty snack business while remaining a leading U.S. branded snack manufacturer. The company highlights a February 2024 sale of the Good Health and R.W. Garcia brands and several facilities to Our Home for $167.5 million, followed by additional plant sales and co‑manufacturing and distribution agreements. It is consolidating production, including closing its Grand Rapids, Michigan plant, and investing in upgrades at its Hanover, Pennsylvania campus while expanding distribution in California by acquiring Insignia International’s DSD routes. As of December 28, 2025, Utz operated eight primary plants, approximately 2,500 DSD routes, and reported non‑affiliate market value of $911.7 million with significant Class A and Class V shares outstanding.
Utz Brands reported modest growth with stronger underlying profitability and announced a new share buyback. Fourth-quarter 2025 net sales rose 0.4% to $342.2 million, while Branded Salty Snacks organic net sales grew 2.5%. Adjusted EBITDA increased 17.5% to $62.4 million, lifting margin to 18.2%, though GAAP results showed a net loss of $3.3 million.
For full-year 2025, net sales grew 2.1% to $1,438.8 million. Adjusted EBITDA rose 8.1% to $216.5 million, but net income declined to a loss of $7.7 million as transformation, acquisition and other adjustments weighed on GAAP results. Net leverage stood at 3.4x, supported by $120.4 million of cash and $741.8 million of net debt.
The board approved a new share repurchase program of up to $50 million of Class A common stock, to be funded from existing cash and future cash generation. For fiscal 2026, Utz expects organic net sales growth of 2–3%, adjusted EBITDA growth of 5–8% including a 53rd week, adjusted free cash flow of $60–$80 million, and adjusted EPS declining 3–6% due mainly to higher depreciation, interest and taxes.