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.
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.
Ryan Patrick Tewey filed an Initial Statement of Beneficial Ownership on behalf of Utz Brands, Inc. (UTZ) reporting a total of 9,587 shares of Class A Common Stock as of the 08/15/2025 event date. The reporting person is identified as an officer (Principal Accounting Officer). The 9,587 shares include 1,594 vested shares and multiple restricted stock unit (RSU) awards that vest in scheduled tranches between 12/31/2025 and 12/31/2027, subject to continuous service and Plan conditions. The filing was signed by an attorney-in-fact on 08/20/2025.
Jason K. Giordano, a director of Utz Brands, Inc., exercised 1,920,000 warrants to purchase Class A common stock on a cashless basis on 08/07/2025 under the Warrant Agreement. The exercise produced 1,920,000 underlying shares and, per the filing, 1,570,190 shares were withheld in connection with the cashless exercise; the withholding was calculated using the average last reported sale price over a specified ten‑day period. After the transactions, the filing reports beneficial ownership totals of 5,393,556 and 3,823,366 shares (which include shares held with his spouse). The warrants carried an exercise price of $11.50 and are exercisable until August 28, 2025.
CC Collier Holdings, LLC reported transactions in Utz Brands, Inc. (UTZ) showing an insider exercise of warrants on 08/07/2025. The filing states CC Collier exercised 2,880,000 warrants to purchase Class A common stock on a cashless basis under the Warrant Agreement, with the number of shares determined by the agreement's formula.
As part of the cashless exercise, 2,355,284 shares were withheld and 524,716 shares remain beneficially owned following the transaction. The reporting parties note that Chinh E. Chu holds voting and dispositive power over the securities held by CC Collier.
Roger K. Deromedi, a director of Utz Brands, Inc. (UTZ), exercised 2,400,000 warrants on a cashless basis on 08/08/2025 under the Warrant Agreement, generating shares determined by the agreement's formula. As part of the cashless exercise, 1,966,653 shares were withheld to satisfy consideration. Following the reported transactions, the filing shows 4,483,389 shares beneficially owned indirectly through the Roger K. Deromedi Revocable Trust.
The filing lists additional holdings: 1,000,000 shares in a 2024 GRAT, 461,401 in a 2021 GRAT, 409,369 in a 2024 GRAT 1, and 360,000 held by an irrevocable generation-skipping trust (for which the reporting person disclaims beneficial ownership). The exercised warrants were exercisable immediately and expire on 08/28/2025.
Q2 FY25 (13 weeks ended 29 Jun 25): Net sales grew 2.9 % YoY to $366.7 m on 3.9 % volume/mix, partially offset by 1.0 % lower pricing. Gross profit edged up 1.7 % to $126.8 m, but gross margin slipped 40 bp to 34.6 % as capacity-expansion costs and higher delivery & marketing outpaced productivity gains.
Operating income dropped 71.6 % to $6.4 m after selling, distribution & administrative expense rose 14 % to $119.5 m. Net income attributable to Class A holders fell 46.9 % to $10.5 m; diluted EPS declined to $0.12 from $0.23. A non-cash $12.5 m warrant remeasurement gain largely offset $11.4 m interest expense.
H1 FY25 (26 weeks): Sales increased 2.3 % to $718.8 m; operating income fell 62 % to $12.1 m. Diluted EPS improved to $0.21 (vs $0.19) as a $23.5 m warrant gain masked weaker operations.
Balance sheet & liquidity: Cash $54.6 m (-$1.5 m YTD). Total debt rose to $865.9 m; leverage remains high at ~3.5× gross debt/annualised sales. Term Loan B was refinanced on 29 Jan 25, cutting the SOFR spread by 25 bp and extending maturity to 2032; a $0.5 m extinguishment loss recorded. Operating cash flow used $3.9 m; capex absorbed $65.7 m, while $73.7 m was raised via net financing.
Capital & shares: 86.1 m Class A and 55.3 m Class V shares outstanding. Q2 dividends paid totalled $5.2 m.
Form 8-K highlights
Utz Brands (NYSE: UTZ) filed a current report ahead of its fiscal Q2-25 earnings release scheduled for 31 Jul 25. The company furnished, but did not file, its press release (Ex 99.1) and slide deck (Ex 99.2); therefore, specific revenue, profit or margin figures are not contained in this document. Management will discuss the results on a webcast and conference call the same day, with access details posted on the investor-relations site.
Separately, effective 15 Aug 25, Ryan Tewey—currently Vice President, Controller—will assume the role of Principal Accounting Officer. He replaces CFO William J. Kelley Jr. in that technical capacity; Kelley remains Executive Vice President & Chief Financial Officer. The board states that no new compensation agreements, family relationships or related-party transactions are associated with Tewey’s promotion.
No guidance revisions, cash-flow data or other material financial disclosures are included in the 8-K; investors should consult the furnished exhibits for quantitative details.