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.
This page provides access to Utz Brands, Inc. (NYSE: UTZ) SEC filings, offering a view into the company’s regulatory disclosures as a public manufacturer of branded salty and other savory snacks. Utz files reports and current reports with the U.S. Securities and Exchange Commission to communicate financial results, governance changes, and other material information to investors.
Among the filings available are Form 8-K current reports, where Utz announces quarterly and annual financial results, preliminary Net Sales and Adjusted EBITDA estimates, and participation in investor events. These 8-Ks often reference accompanying press releases and slide presentations, and they describe how certain information is being furnished rather than filed for purposes of the Exchange Act.
Investors can also use this filings page to locate annual and quarterly reports (Forms 10-K and 10-Q, when available) that provide more detailed discussions of the company’s operations, branded salty snacks portfolio, non-GAAP financial measures such as Adjusted EBITDA and Net Leverage Ratio, and risk factors. In addition, the SEC database includes information about board and officer changes, such as designations of principal accounting officers, which Utz discloses in specific 8-K items.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly understand the context of earnings releases, non-GAAP definitions, and governance updates. Real-time access to new EDGAR submissions allows investors to monitor Utz’s regulatory history, compare reported metrics over time, and see how management communicates significant events through its official SEC filings.
Utz Brands (UTZ) reported an insider purchase by a director. On 11/03/2025, the reporting person bought 31,750 shares of Class A common stock at a weighted average price of $10.58, with individual trades ranging from $10.1746 to $10.69.
Following this transaction, the reporting person beneficially owned 145,783 shares directly. An additional 14,829 shares are held indirectly by a trust for the reporting person's youngest child; the reporting person disclaims beneficial ownership of those shares.
Utz Brands, Inc. filed an 8‑K announcing it released financial results for the fiscal quarter ended September 28, 2025. The press release is furnished as Exhibit 99.1, and a Q3 2025 earnings presentation is furnished as Exhibit 99.2. The company scheduled a conference call and webcast on October 30, 2025, with materials also posted on its investor website. The information in Items 2.02 and 7.01 is being furnished, not filed, under the Exchange Act.
Utz Brands (UTZ) reported Q3 2025 results with net sales of $377.8 million versus $365.5 million a year ago. Gross profit was $126.9 million and income from operations was $3.3 million. The quarter showed a net loss of $20.2 million and basic EPS of $(0.17), reflecting higher selling, distribution and administrative expenses and interest costs, plus a tax expense of $13.4 million. Year-to-date, net sales were $1,096.6 million with net income attributable to the controlling interest of $3.3 million and diluted EPS of $0.04.
Operating cash flow was $47.3 million; capital expenditures were $89.2 million, driving investing cash outflows of $(95.2) million. Long-term debt totaled $850.7 million (including Term Loan B), with the term loan refinanced to mature on January 29, 2032 at SOFR plus 2.50%. In September 2025, Utz entered a new $500.0 million interest rate swap at a fixed 3.23% through December 31, 2028. Private warrants were fully exercised in a cashless exchange, adding 1,307,873 Class A shares. The company plans to close its Grand Rapids, MI facility by early 2026 and reported $6.7 million of assets held for sale.
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.