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 (UTZ): A reporting person disclosed an open‑market purchase of 85,000 Class A shares on 11/03/2025, coded “P” for purchase, at a weighted average price of $10.48.
Following the transaction, the reporting person beneficially owns 3,485,000 shares, held in direct form. The filing notes the shares are owned by Series U of UM Partners, LLC. The purchase was executed across multiple trades with prices ranging from $10.27 to $10.60 inclusive.
Utz Brands (UTZ): Series R of UM Partners, LLC reported an open‑market purchase of 15,000 shares of Class A common stock on 11/03/2025 at a weighted average price of $10.48, with individual trade prices ranging from $10.27 to $10.60.
Following the transaction, the reporting person beneficially owns 615,000 shares, held directly. The transaction is coded “P,” indicating a purchase.
Utz Brands (UTZ) reported an insider share purchase by CEO and Director Howard A. Friedman. On November 3, 2025, he purchased 7,200 shares of Class A Common Stock at a weighted average price of $10.581, with individual trades ranging from $10.55 to $10.60.
Following the transaction, reported beneficial ownership includes 66,298 shares held indirectly via the HAF Revocable Trust, 131,385 shares held directly, 75,246 shares held indirectly via the HAF 2025-1 GRAT, and 6,350 shares held indirectly via a Rollover IRA. Footnotes note prior transfers to these entities were exempt under Rule 16a-13.
Utz Brands (UTZ) EVP and Chief Financial Officer William J. Kelley, Jr. reported an open‑market purchase.
On 11/03/2025, he bought 477 shares of Class A common stock at $10.47 (transaction code P). After this trade, he beneficially owns 13,758 shares, held directly.
Utz Brands, Inc. disclosed an insider purchase. The company’s EVP, Chief Legal Officer, bought 965 shares of Class A common stock on 11/03/2025 at $10.3481 per share. Following this transaction, the officer holds 54,965 shares with direct ownership.
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.