Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | UTZ | Class A Common Stock | Gift | $0 | -950K | -22.39% | $0.00 | 3.29M | Nov 8, 2021 | See Footnote | F1, F2 |
transaction | UTZ | Class A Common Stock | Gift | $0 | +950K | $0.00 | 950K | Nov 8, 2021 | See Footnote | F1, F3 | |
transaction | UTZ | Class A Common Stock | Award | $0 | +2.57K | $0.00 | 2.57K | Jan 31, 2022 | Direct | F4, F5 | |
holding | UTZ | Class A Common Stock | 360K | Jan 31, 2022 | See Footnote | F6 |
Id | Content |
---|---|
F1 | This transaction involved a gift of securities by the Roger K. Deromedi Revocable Trust 2/11/2000 Amended and Restated 11/9/2011 (the "Revocable Trust") to the Roger K. Deromedi Irrevocable Grantor Retained Annuity Trust dated 11/01/2021 (the "Grantor Annuity Trust"). |
F2 | The securities are held by the Revocable Trust. The Reporting Person holds voting and dispositive power over the Revocable Trust. |
F3 | The securities are held by the Grantor Annuity Trust. The reporting Person holds voting and dispositive power over the Grantor Annuity Trust. |
F4 | The shares of Issuer's Class A Common Stock are subject to a restricted stock unit award under the Utz Brands, Inc. 2020 Omnibus Equity Incentive Plan (the "Plan"), made pursuant to Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
F5 | The restricted stock units vest under the following schedule: subject to the terms of the restricted stock unit award agreement, 100% of the shares subject to the restricted stock units vest on May 5, 2022, subject to the reporting person's continuous service to the Company through such dates and subject to certain conditions detailed in the Plan. |
F6 | The securities are held by the Roger K. Deromedi Irrevocable Generation Skipping Trust dated October 1, 2020, Sandra E. Deromedi, Trustee, FBO Sandra E. Deromedi (the "Irrevocable Trust"). To the extent permitted under applicable law, the Reporting Person disclaims beneficial ownership of the shares held by the Irrevocable Trust. The Reporting Person's spouse holds voting and dispositive power over the Irrevocable Trust. |