Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | UTZ | Class A Common Stock | Gift | $0 | -17.8K | -0.74% | $0.00 | 2.38M | Mar 12, 2024 | See Footnote | F1, F2, F3 |
holding | UTZ | Class A Common Stock | 360K | Mar 12, 2024 | See Footnote | F4 | |||||
holding | UTZ | Class A Common Stock | 17.7K | Mar 12, 2024 | Direct | ||||||
holding | UTZ | Class A Common Stock | 1M | Mar 12, 2024 | See Footnote | F2, F5 | |||||
holding | UTZ | Class A Common Stock | 650K | Mar 12, 2024 | See Footnote | F6 |
Id | Content |
---|---|
F1 | This transaction represents a charitable donation of 17,750 shares of Class A Common Stock held by the Roger K. Deromedi Revocable Trust, Dated 2/11/2000, Amended and Restated 11/2/2011 (the "Revocable Trust") to a charitable organization. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares. |
F2 | Reflects a prior transfer of 1,000,000 shares of the Issuer's Class A Common Stock by the Revocable Trust to The Roger K. Deromedi Irrevocable Grantor Retained Annuity Trust (GRAT) u/a/d 2/22/2024 (the "GRAT u/a/d 2/22/2024") that was exempt under Rule 16a-13. |
F3 | The securities are held by the Revocable Trust. The Reporting Person holds voting and dispositive power over the Revocable Trust. |
F4 | 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. |
F5 | The securities are held by the GRAT u/a/d 2/22/2024. The Reporting Person holds voting and dispositive power over the GRAT u/a/d 2/22/2024. |
F6 | The securities are held by the Roger K. Deromedi Irrevocable Grantor Retained Annuity Trust (the "Grantor Annuity Trust"). The reporting Person holds voting and dispositive power over the Grantor Annuity Trust. |