SEC Form 4 · Updated Daily
SBDS
— SOLO BRANDS, INC. OwnershipInsider 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.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| NB Alternatives Advisers LLC | 10%+ Owner | 2,700,975 | 2023-05-16 | S |
| NB Select Opps II MHF LP | 10%+ Owner | 2,700,975 | 2023-05-16 | S |
| NB Crossroads Private Markets Fund V Holdings LP | 10%+ Owner | 2,700,975 | 2023-05-16 | S |
| NB Gemini Fund LP | 10%+ Owner | 2,700,975 | 2023-05-16 | S |
| NB Crossroads XXII - MC Holdings LP | 10%+ Owner | 2,700,975 | 2023-05-16 | S |
| BERTRAM GROWTH CAPITAL III, L.P. | 10%+ Owner | 2,117,160 | 2023-05-16 | S |
| BERTRAM GROWTH CAPITAL III ANNEX FUND, L.P. | 10%+ Owner | 1,555,694 | 2023-05-16 | S |
| SUMMIT PARTNERS L P | 10%+ Owner | 1,100,870 | 2026-01-01 | C |
| Summit Partners Growth Equity Fund X-A, L.P. | 10%+ Owner | 1,100,870 | 2026-01-01 | C |
| Summit Partners Growth Equity Fund X-B, L.P. | 10%+ Owner | 1,100,870 | 2026-01-01 | C |
| Summit Partners Growth Equity Fund X-C, L.P. | 10%+ Owner | 1,100,870 | 2026-01-01 | C |
| SUMMIT INVESTORS X, LLC | 10%+ Owner | 1,100,870 | 2026-01-01 | C |
| SUMMIT INVESTORS X (UK), L.P. | 10%+ Owner | 1,100,870 | 2026-01-01 | C |
| Summit Partners Subordinated Debt Fund V-A, L.P. | 10%+ Owner | 1,100,870 | 2026-01-01 | C |
| Summit Partners Subordinated Debt Fund V-B, L.P. | 10%+ Owner | 1,100,870 | 2026-01-01 | C |
| SP-SS AGGREGATOR LLC | 10%+ Owner | 1,100,870 | 2026-01-01 | C |
| BERTRAM GROWTH CAPITAL III-A, L.P. | 10%+ Owner | 927,332 | 2023-05-16 | S |
| METZ CHRISTOPHER T | Director · Officer | 566,000 | 2025-01-24 | M |
| Hency Kyle G | Officer | 372,053 | 2021-10-28 | — |
| Castillo William R | Officer | 372,053 | 2021-10-28 | — |
| DENNISON MICHAEL C. | Director | 202,427 | 2025-05-27 | M |
| Merris John | Director · Officer | 182,803 | 2024-01-04 | M |
| Webb Somer | Director | 176,682 | 2023-11-09 | M |
| Larson John P. | Director · Officer | 106,356 | 2026-09-23 | M |
| Brown Julia M | Director | 82,818 | 2024-11-12 | M |
| Randolph Marc Bernays | Director | 73,995 | 2024-05-29 | M |
| Christensen Kent Roger | Officer | 18,134 | 2024-11-12 | M |
| Simmons Samuel Morin | Officer | 13,450 | 2021-11-01 | P |
| Vanzura Elisabeth | Director | 8,947 | 2026-03-30 | P |
| Tarbox Andrea K | Director | 8,614 | 2026-09-26 | M |
| Montgomery Thomas Greene | Officer | 7,353 | 2022-11-21 | M |
| Powers David | Director | 6,953 | 2026-09-26 | M |
| COFFEY LAURA A | Officer | 6,188 | 2026-02-28 | M |
| Webb Matthew Scott | Officer | 4,412 | 2022-11-21 | M |
| McGuire David Francis | Officer | 2,451 | 2026-02-28 | M |
| Blevins Christopher | Officer | 842 | 2026-10-01 | M |
| Seeds Paul | Officer | 726 | 2026-05-02 | — |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 2026-10-01 | Blevins Christopher | Option exercise (derivative) | 11 | $0.00 | 0 |
| 2026-10-01 | Blevins Christopher | Tax withholding | 4 | $2.79 | 838 |
| 2026-10-01 | Blevins Christopher | Option exercise | 11 | $0.00 | 842 |
| 2026-09-26 | Powers David | Option exercise (derivative) | 2,030 | $0.00 | 0 |
| 2026-09-26 | Powers David | Option exercise | 2,030 | $0.00 | 6,953 |
| 2026-09-26 | Tarbox Andrea K | Option exercise (derivative) | 2,030 | $0.00 | 0 |
| 2026-09-26 | Tarbox Andrea K | Option exercise | 2,030 | $0.00 | 8,614 |
| 2026-09-23 | Larson John P. | Option exercise (derivative) | 11,201 | $0.00 | 78,409 |
| 2026-09-23 | Larson John P. | Tax withholding | 3,221 | $3.06 | 103,135 |
| 2026-09-23 | Larson John P. | Option exercise | 11,201 | $0.00 | 106,356 |
| 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 |
| 2026-05-02 | Seeds Paul | — | — | — | 726 |
| 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 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.