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.
Utz Brands, Inc. is changing how it classifies certain operating costs in its income statement. Beginning with the fourth quarter of 2025, costs related to inter-location logistics, Direct Store Delivery distribution centers, and outbound shipping and handling will move from “Selling, Distribution and Administrative” to “Cost of Goods Sold.”
The company is also renaming that expense line to “Selling, General and Administrative” and is revising prior periods for fiscal years 2023, 2024, and 2025 so results are comparable. Utz states that this reclassification does not change EBITDA, Adjusted EBITDA, Net Income, Adjusted Net Income, EPS, or Adjusted EPS. Revised quarterly and annual statements and non-GAAP reconciliations are provided in an exhibit.
JPMorgan Chase & Co. has filed an amended Schedule 13G reporting its ownership in Utz Brands, Inc. Class A common stock as of 12/31/2025. JPMorgan reports beneficial ownership of 5,274,721 shares, representing 6.0% of the class. It has sole voting power over 5,084,989 shares and sole dispositive power over 5,264,507 shares, with shared dispositive power over an additional 8,985 shares.
The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Utz Brands. Subsidiaries involved include J.P. Morgan Trust Company of Delaware, JPMorgan Chase Bank, National Association, and J.P. Morgan Investment Management Inc.
Millennium-affiliated investment entities filed an amended Schedule 13G reporting minority ownership of Utz Brands, Inc. Class A common stock. Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander each report beneficial ownership of 2,542,217 shares, representing 2.9% of the Class A shares, with only shared voting and shared dispositive power. Integrated Core Strategies (US) LLC reports beneficial ownership of 2,417,075 shares, or 2.8%, also solely through shared voting and dispositive power.
The filers state they beneficially own 5 percent or less of the class and certify the holdings were not acquired and are not held for the purpose of changing or influencing control of Utz Brands, but as passive investments.
Utz Brands, Inc. furnished an update about its recent financial communications and investor outreach. The company reported that it issued a press release with preliminary, unaudited financial results for its fiscal fourth quarter and full year ended December 28, 2025. These figures are described as estimates that remain subject to normal year-end closing procedures and review by Utz’s independent registered public accounting firm, so they may change when final results are completed.
The press release is attached as an exhibit and is treated as “furnished” rather than “filed” under securities law, which limits how it is incorporated into other regulatory documents. Utz also disclosed that it will participate in a fireside chat at the 28th Annual ICR Conference in Orlando, with a live webcast available through the company’s investor relations website.
Utz Brands, Inc. CEO and director Howard A. Friedman reported several equity-related transactions in the company’s Class A common stock. On January 2, 2026, shares totaling 7,067, 6,021 and 6,418 were withheld at $10.38 per share to cover tax liabilities from previously granted restricted stock unit (RSU) awards. On January 5, 2026, he received a new RSU award of 123,249 shares under the 2020 Omnibus Equity Incentive Plan, vesting 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.
On January 6, 2026, Friedman acquired 159,007 shares upon vesting of performance share unit awards and had 64,482 shares withheld at $10.38 per share for related taxes. Following these transactions, he directly owned 329,653 shares, with additional indirect holdings of 66,298, 75,246 and 6,350 shares through a revocable trust, a GRAT and a rollover IRA.
Utz Brands, Inc. executive Theresa Robbins Shea, EVP and Chief Legal Officer, reported several Class A Common Stock transactions. On December 31, 2025, she acquired 702 shares at $9.86 through the 2021 Employee Stock Purchase Plan. On January 2, 2026, a total of 5,491 shares were withheld at $10.38 per share to cover taxes from multiple restricted stock unit settlements.
On January 5, 2026, she received a grant of 21,879 restricted stock units under the 2020 Omnibus Equity Incentive Plan, vesting 33.33% on December 31, 2026, 33.33% on December 31, 2027, and 33.34% on December 31, 2028, subject to continuous service and plan conditions. On January 6, 2026, 21,535 shares were issued upon vesting of performance share units, and 6,399 shares were withheld for related taxes. After these transactions, she beneficially owns 87,191 shares directly.
Utz Brands, Inc. executive equity activity: EVP & Chief People Officer James Sponaugle reported multiple transactions in Class A Common Stock. On December 31, 2025, he acquired 679 shares at $9.86 through the 2021 Employee Stock Purchase Plan, bringing his holdings higher.
On January 2, 2026, a total of 4,708 shares were withheld at $10.38 to cover tax liabilities tied to several restricted stock unit settlements, reducing his directly held shares. On January 5, 2026, he received 18,936 restricted stock units under the 2020 Omnibus Equity Incentive Plan, each representing one future share, with vesting in three annual tranches on December 31 of 2026, 2027, and 2028, subject to continued service and plan conditions.
On January 6, 2026, 19,585 shares were issued upon vesting of performance share unit awards, and 5,771 shares were withheld at $10.38 for related taxes. After these transactions, Sponaugle directly beneficially owned 80,059 shares of Utz Brands, Inc. Class A Common Stock. Several transactions are noted as exempt under Rule 16b-3.
Utz Brands executive Jeremy K. Stuart, EVP, Sales & CCO, reported routine equity compensation and related tax withholding transactions in Class A Common Stock. On 01/02/2026, a total of several small blocks of shares were disposed of at $10.38 per share, representing shares withheld to cover taxes from the settlement of a previously reported restricted stock unit award.
On 01/06/2026, Stuart received a new award of 23,406 restricted stock units under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan at a price of $0 per unit, each unit representing one share of Class A Common Stock. Following these transactions, he beneficially owned 42,507 shares directly. The new RSUs vest in three roughly equal annual installments on December 31, 2026, December 31, 2027, and December 31, 2028, subject to continued service and plan conditions.
Utz Brands, Inc. reported an equity award to its Executive Vice President and Chief Financial Officer, William J. Kelley, Jr. On 01/05/2026, he received 37,281 shares of Class A common stock as a restricted stock unit award at a reported price of $0, reflecting a compensation grant rather than an open-market purchase.
The award was granted under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Class A common stock. The units vest over time: 33.33% on December 31, 2026, 33.33% on December 31, 2027, and 33.34% on December 31, 2028, subject to his continuous service and other plan conditions. Following this grant, he beneficially owns 51,039 shares directly.
Utz Brands, Inc. reported insider equity transactions by its Principal Accounting Officer, Ryan Patrick Tewey. On 01/02/2026, the officer had a total of 808 shares of Class A Common Stock withheld in three transactions (303, 377 and 128 shares) at a price of $10.38 per share to cover tax liabilities from a previously granted restricted stock unit (RSU) award. On 01/05/2026, the officer received a new grant of 7,779 restricted stock units under the company’s 2020 Omnibus Equity Incentive Plan at a price of $0, increasing his beneficial ownership to 16,558 shares held directly.
The new RSUs 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, contingent on continued service and other plan conditions.