Yeti Holdings SEC Filings

YETI has a shareholder filing a Rule 144 notice to sell 9,756 common shares through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 12/11/2025. The filing shows an aggregate market value for these shares of about $442,141.92 at the time of the notice and indicates that 77,808,113 common shares were outstanding.

The shares to be sold were acquired over time through multiple restricted stock vesting events from 2020 through 2024, each labeled as compensation and issued directly by the company. The person for whose account the shares are being sold represents that they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations.

YETI Holdings, Inc. insider reports tax‑related share withholding

A senior officer of YETI Holdings, Inc. (YETI), listed as SVP Supply Chain & Operations, reported a Form 4 transaction dated 11/21/2025. The filing shows that 701 shares of YETI common stock were disposed of with transaction code "F", which indicates shares were withheld to cover tax obligations linked to the vesting of previously granted restricted stock units.

After this tax withholding event, the reporting person beneficially owns 34,656 shares of YETI common stock, which includes 16,523 shares underlying restricted stock units that will settle on a one‑for‑one basis in YETI common stock under the applicable award terms. No derivative security positions are reported in this filing.

YETI Holdings filed its Q3 2025 10‑Q, reporting steady sales with margin pressure. Net sales were $487.8 million, up 2% year over year, while gross margin contracted to 55.9% (down 210 bps) as higher tariffs reduced margin by 320 bps and a lower mix of Drinkware weighed further.

Category trends diverged: Drinkware net sales fell 4% to $263.8 million, while Coolers & Equipment rose 12% to $215.4 million. International net sales increased 14% to $100.4 million, offsetting a 1% decline in the U.S. SG&A rose 5% to $218.2 million (44.7% of sales) on tech and facilities investments and higher stock‑based compensation. Operating income was $54.4 million; net income was $39.4 million, with diluted EPS of $0.48.

Cash was $164.5 million and long‑term debt (net of current) was $69.2 million. The company repurchased 4,278,800 shares for approximately $150.0 million in Q3, totaling 5,023,372 shares for $172.8 million year‑to‑date. Management highlighted ongoing tariff headwinds and supply‑chain diversification efforts that caused inventory constraints, particularly affecting Drinkware.

YETI Holdings reported that it issued a press release announcing its fiscal third quarter 2025 financial results. The company furnished this press release as Exhibit 99.1 to the current report. The filing also lists the company’s common stock trading on the NYSE under the symbol YETI. Further financial details are contained in the accompanying press release referenced in the exhibit list.

The Vanguard Group filed Amendment No. 5 to a Schedule 13G reporting passive ownership of 8,381,676 shares of YETI Holdings Inc, representing 10.31% of the outstanding common stock. The filing shows Vanguard has no sole voting power, 498,777 shared voting power, 7,779,765 sole dispositive power and 601,911 shared dispositive power, indicating control over disposition of most shares but voting influence is largely shared. Vanguard states the securities are held in the ordinary course of business and not for the purpose of changing control.

Duff Martin, SVP Supply Chain & Operations at YETI Holdings, Inc. (YETI), reported a non‑derivative disposition on 08/25/2025. The filing shows 399 shares were disposed (transaction code F) at $35.51 per share; the form explains these shares were withheld by the issuer to satisfy tax withholding related to vested restricted stock units.

After the reported transaction Martin beneficially owns 35,357 shares, which include 18,959 shares underlying restricted stock units that will be paid one‑for‑one in common stock upon settlement. The Form 4 was filed by one reporting person and signed by an attorney‑in‑fact on 08/27/2025.

YETI Holdings Form 4: The company's President and CEO, Matthew J. Reintjes, reported a transaction dated 08/25/2025. The filing shows 1,754 shares were disposed at a price of $35.51, which the issuer explains were withheld to satisfy tax withholding on vested restricted stock units. After the reported transactions, the reporting person beneficially owns 261,376 shares, which include 80,879 shares underlying restricted stock units that will convert one-for-one to common shares upon settlement. Additionally, 110,000 shares are held indirectly in a Spousal Lifetime Access Trust (SLAT), of which the reporting person disclaims beneficial ownership.

YETI Holdings insider filing: Michael John McMullen, Chief Financial Officer, reported a transaction on 08/25/2025 disposing of 834 shares of YETI common stock at a price of $35.51 per share. After the reported disposition, he beneficially owns 56,847 shares in total. The filing notes that 834 shares were withheld by the issuer to satisfy tax withholding in connection with the vesting of previously granted restricted stock units. The filing also discloses that the total beneficial ownership includes 20,983 shares underlying restricted stock units that will settle one-for-one in common stock when paid.

YETI Holdings insider reported a tax-withholding disposition tied to vested restricted stock units. The filing shows that on 08/25/2025 Bryan C. Barksdale, listed as SVP, CLO and Secretary, had 676 shares withheld at a price of $35.51 to satisfy tax withholding related to the vesting of previously granted restricted stock units. Following that withholding, the reporting person beneficially owned 66,153 shares, which includes 16,064 shares underlying restricted stock units that will be settled one-for-one in common stock when paid. The form was signed by an attorney-in-fact on behalf of the reporting person on 08/27/2025.