SEC Form 4 · Updated Daily

SBDS

— SOLO BRANDS, INC. Ownership

Insider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.

Financials Ownership

Current Reporting Owners

Owner	Role	Shares Owned	As Of	Last Activity
Larson John P.	Director	95,155	2026-06-23	F
Vanzura Elisabeth	Director	8,947	2026-03-30	P
Tarbox Andrea K	Director	6,584	2026-03-30	P
COFFEY LAURA A	Officer	5,337	2026-02-28	F
McGuire David Francis	Officer	2,034	2026-02-28	F
Blevins Christopher	Officer	831	2026-07-01	F
SUMMIT PARTNERS L P	10%+ Owner	0	2026-01-01	J
Summit Partners Subordinated Debt Fund V-B, L.P.	10%+ Owner	0	2026-01-01	J
Summit Partners Subordinated Debt Fund V-A, L.P.	10%+ Owner	0	2026-01-01	J
Summit Partners Growth Equity Fund X-A, L.P.	10%+ Owner	0	2026-01-01	J
Summit Partners Growth Equity Fund X-B, L.P.	10%+ Owner	0	2026-01-01	J
Summit Partners Growth Equity Fund X-C, L.P.	10%+ Owner	0	2026-01-01	J
SUMMIT INVESTORS X, LLC	10%+ Owner	0	2026-01-01	J
SUMMIT INVESTORS X (UK), L.P.	10%+ Owner	0	2026-01-01	J
SP-SS AGGREGATOR LLC	10%+ Owner	0	2026-01-01	J

Recent Filings

Date	Owner	Activity	Shares	Price	Owned After
2026-07-01	Blevins Christopher	Option exercise (derivative)	12	$0.00	11
2026-07-01	Blevins Christopher	Tax withholding	5	$3.46	831
2026-07-01	Blevins Christopher	Option exercise	12	$0.00	836
2026-06-23	Larson John P.	Option exercise (derivative)	11,201	$0.00	89,610
2026-06-23	Larson John P.	Tax withholding	3,221	$3.81	95,155
2026-06-23	Larson John P.	Option exercise	11,201	$0.00	98,376
2026-04-01	Blevins Christopher	Option exercise (derivative)	12	$0.00	23
2026-04-01	Blevins Christopher	Tax withholding	5	$3.76	818
2026-04-01	Blevins Christopher	Option exercise	12	$0.00	823
2026-03-31	Larson John P.	Open-market buy	2,559	$3.91	87,175
2026-03-30	Tarbox Andrea K	Open-market buy	2,211	$4.07	6,584
2026-03-30	Larson John P.	Open-market buy	4,073	$3.68	84,616
2026-03-30	Vanzura Elisabeth	Open-market buy	1,500	$3.77	8,947
2026-03-23	Larson John P.	Option exercise (derivative)	11,201	$0.00	100,811
2026-03-23	Larson John P.	Tax withholding	3,420	$4.04	80,543
2026-03-23	Larson John P.	Option exercise	11,201	$0.00	83,963
2026-02-28	COFFEY LAURA A	Option exercise (derivative)	2,868	$0.00	2,868
2026-02-28	COFFEY LAURA A	Tax withholding	851	$7.31	5,337
2026-02-28	COFFEY LAURA A	Option exercise	2,868	$0.00	6,188
2026-02-28	McGuire David Francis	Option exercise (derivative)	1,406	$0.00	1,405
2026-02-28	McGuire David Francis	Option exercise (derivative)	759	$0.00	758
2026-02-28	McGuire David Francis	Tax withholding	417	$7.31	2,034
2026-02-28	McGuire David Francis	Option exercise	1,406	$0.00	2,451
2026-02-28	McGuire David Francis	Tax withholding	226	$7.31	1,045
2026-02-28	McGuire David Francis	Option exercise	759	$0.00	1,271
2026-02-28	Blevins Christopher	Option exercise (derivative)	80	$0.00	80
2026-02-28	Blevins Christopher	Option exercise (derivative)	903	$0.00	903
2026-02-28	Blevins Christopher	Tax withholding	33	$7.31	811
2026-02-28	Blevins Christopher	Option exercise	80	$0.00	844
2026-02-28	Blevins Christopher	Tax withholding	372	$7.31	764
2026-02-28	Blevins Christopher	Option exercise	903	$0.00	1,136
2026-02-24	Blevins Christopher	Option exercise (derivative)	10	$0.00	0
2026-02-24	Blevins Christopher	Tax withholding	5	$6.49	233
2026-02-24	Blevins Christopher	Option exercise	10	$0.00	238
2026-02-05	COFFEY LAURA A	Option exercise (derivative)	2,083	$0.00	2,083
2026-02-05	COFFEY LAURA A	Tax withholding	618	$6.18	3,320
2026-02-05	COFFEY LAURA A	Option exercise	2,083	$0.00	3,938
2026-01-01	SP-SS AGGREGATOR LLC	Conversion (derivative)	354,189	$0.00	0
2026-01-01	SP-SS AGGREGATOR LLC	J	354,189	—	0
2026-01-01	SP-SS AGGREGATOR LLC	Conversion	354,189	—	1,100,870

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.