Comparable stake leader
Alan Yu
SEC ownership of Karat Packaging Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001758021.
Disclosed value leader
Alan Yu
Comparable rows
0/50
Latest evidence
15 May 2026
- Public ticker
- KRT on Nasdaq
- Parsed ownership sources
-
3/4/5 and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Alan Yu
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
15 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001758021
- Issuer location
- Chino, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Karat Packaging Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Alan Yu
Disclosed value leader
Alan Yu
Comparable rows
0/50
Latest evidence
15 May 2026
3/4/5
13F
Highest disclosed value: $170,650,751
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
Alan Yu has the largest disclosed position value at $170.65M.
0 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Alan Yu's linked filing trail.
Disclosed position value
Top 5
Alan Yu
$170.65M
Marvin Cheng
$141.95M
BlackRock, Inc.
$15.89M
VANGUARD CAPITAL MANAGEMENT LLC
$10.83M
Ranger Investment Management, L.P.
$9.08M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Alan Yu |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
mixed-class rows
|
$170,650,751
6,097,181 shares
mixed-class rows
|
— | 15 May 2026 |
| Marvin Cheng |
3/4/5
VP-Manufacturing, Secy, 10%+ Owner
|
—
class O/S missing
|
$141,946,344
5,257,272 shares
|
— | 27 Jun 2025 |
| BlackRock, Inc. |
13F
Company
|
—
class O/S missing
|
$15,886,424
568,998 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$10,830,224
387,902 shares
|
— | 31 Mar 2026 |
| Ranger Investment Management, L.P. |
13F
Company
|
—
class O/S missing
|
$9,076,904
325,104 shares
|
— | 31 Mar 2026 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$7,459,000
267,308 shares
|
— | 31 Mar 2026 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
—
class O/S missing
|
$7,312,220
261,899 shares
|
— | 31 Mar 2026 |
| BANK OF MONTREAL /CAN/ |
13F
Company
|
—
class O/S missing
|
$6,447,147
230,915 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$30,092.
Buys
$30,092
Insiders: 1
Sells
$0
Insiders: 0
Net
+$30,092
Shares: +1,361
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 1,361
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 1,361 | 0 | $30,092 | $0 | +$30,092 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-10 of 10 reporting-owner rows connected to Karat Packaging Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
10
Largest Forms 3/4/5 holder
Alan Yu
Net 12M change
+$30,092
Latest report
15 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Alan Yu | Chief Executive Officer, Director, 10%+ Owner | $170,650,751 | Mixed | 15 May 2026 | ||
| Marvin Cheng | VP-Manufacturing, Secy, 10%+ Owner | $141,946,344 | Filing P/S | 27 Jun 2025 | ||
| Jian Guo | Chief Financial Officer, Director | $1,292,745 | +$30,092 | +2.4% | Mixed | 15 May 2026 |
| Daniel Quire | Chief Revenue Officer | $1,077,235 | Mixed | 15 May 2026 | ||
| Eve Yen | Director | $275,542 | Mixed | 07 May 2026 | ||
| Paul Y. Chen | Director | $247,622 | Mixed | 07 May 2026 | ||
| Eric K. Chen | Director | $247,622 | Mixed | 07 May 2026 | ||
| Ann T. Sabahat | Chief Financial Officer | $110,439 | Mixed | 20 Sep 2021 | ||
| Joanne Tzu Jung Wang | Director | $0 | Mixed | 31 Dec 2023 | ||
| Peter Lee | Interim CFO | Mixed | 08 Oct 2021 |
Recent insider transactions for Karat Packaging Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jian Guo | KRT | Common Stock | Tax liability | -7% | -2,733 | 36,329 | 15 May 2026 | Direct | ||
| Alan Yu | KRT | Common Stock | Tax liability | -0.03% | -2,124 | 6,097,181 | 15 May 2026 | Direct | ||
| Daniel Quire | KRT | Common Stock | Tax liability | -8.04% | -2,065 | 23,631 | 15 May 2026 | Direct | ||
| Jian Guo | KRT | Common Stock | Options Exercise | 25.8% | 8,000 | 39,062 | 12 May 2026 | Direct | ||
| Jian Guo | KRT | Restricted Stock Units | Options Exercise | -100% | -8,000 | 0 | 12 May 2026 | Direct | ||
| Daniel Quire | KRT | Common Stock | Options Exercise | 45.2% | 8,000 | 25,696 | 12 May 2026 | Direct | ||
| Daniel Quire | KRT | Restricted Stock Units | Options Exercise | -100% | -8,000 | 0 | 12 May 2026 | Direct | ||
| Alan Yu | KRT | Common Stock | Options Exercise | 0.13% | 8,000 | 6,099,305 | 12 May 2026 | Direct | ||
| Alan Yu | KRT | Restricted Stock Units | Options Exercise | -100% | -8,000 | 0 | 12 May 2026 | Direct | ||
| Eric K. Chen | KRT | Common Stock | Options Exercise | 16.7% | 1,000 | 7,000 | 07 May 2026 | Direct | ||
| Eric K. Chen | KRT | Restricted Stock Units | Options Exercise | -100% | -1,000 | 0 | 07 May 2026 | Direct | ||
| Eve Yen | KRT | Common Stock | Options Exercise | 14.3% | 1,000 | 8,000 | 07 May 2026 | Direct | ||
| Eve Yen | KRT | Restricted Stock Units | Options Exercise | -100% | -1,000 | 0 | 07 May 2026 | Direct | ||
| Paul Y. Chen | KRT | Common Stock | Options Exercise | 16.7% | 1,000 | 7,000 | 07 May 2026 | Direct | ||
| Paul Y. Chen | KRT | Restricted Stock Units | Options Exercise | -100% | -1,000 | 0 | 07 May 2026 | Direct | ||
| Jian Guo | KRT | Restricted Stock Units | Award | 28,000 | 28,000 | 11 Mar 2026 | Direct | |||
| Daniel Quire | KRT | Restricted Stock Units | Award | 24,000 | 24,000 | 11 Mar 2026 | Direct | |||
| Alan Yu | KRT | Restricted Stock Units | Award | 32,000 | 32,000 | 11 Mar 2026 | Direct | |||
| Jian Guo | KRT | Common Stock | Purchase | 4.58% | $30,092 | $22.11 | 1,361 | 31,062 | 12 Nov 2025 | Direct |
| Jian Guo | KRT | Common Stock | Options Exercise | 8.99% | 2,450 | 29,701 | 15 Aug 2025 | Direct | ||
| Jian Guo | KRT | Stock Option (right to buy) | Options Exercise | -6.28% | -2,450 | 36,550 | 15 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.