Comparable stake leader
Marvin Cheng
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
Marvin Cheng
Comparable rows
0/50
Latest evidence
20 Aug 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
-
Marvin Cheng
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
20 Aug 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
Marvin Cheng
Disclosed value leader
Marvin Cheng
Comparable rows
0/50
Latest evidence
20 Aug 2026
3/4/5
13F
Highest disclosed value: $176,050,311
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
Marvin Cheng has the largest disclosed position value at $176.05M.
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 Marvin Cheng's linked filing trail.
Disclosed position value
Top 5
Marvin Cheng
$176.05M
Alan Yu
$170.65M
BlackRock, Inc.
$19.84M
ACADIAN ASSET MANAGEMENT LLC
$13.85M
VANGUARD CAPITAL MANAGEMENT LLC
$13.05M
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 |
|---|---|---|---|---|---|
| Marvin Cheng |
3/4/5
VP-Manufacturing, Secy, 10%+ Owner
|
—
class O/S missing
|
$176,050,311
5,260,272 shares
|
-$212,985 | 20 Aug 2026 |
| 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 |
| BlackRock, Inc. |
13F
Company
|
—
class O/S missing
|
$19,839,806
592,941 shares
|
— | 30 Jun 2026 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$13,851,000
414,238 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$13,054,821
390,162 shares
|
— | 30 Jun 2026 |
| Ranger Investment Management, L.P. |
13F
Company
|
—
class O/S missing
|
$11,128,662
332,596 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$9,769,332
291,927 shares
|
— | 30 Jun 2026 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
—
class O/S missing
|
$8,816,677
263,499 shares
|
— | 30 Jun 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 selling over the last 12 months. Net value: -$182,893.
Buys
$30,092
Insiders: 1
Sells
$212,985
Insiders: 1
Net
-$182,893
Shares: -3,139
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 1,361
Shares: 4,500
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 4,500 | $0 | $212,985 | -$212,985 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 1,361 | 0 | $30,092 | $0 | +$30,092 |
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
Marvin Cheng
Net 12M change
-$182,893
Latest report
20 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Marvin Cheng | VP-Manufacturing, Secy, 10%+ Owner | $176,050,311 | -$212,985 | -0.12% | Mixed | 20 Aug 2026 |
| Alan Yu | Chief Executive Officer, Director, 10%+ Owner | $170,650,751 | Mixed | 15 May 2026 | ||
| Jian Guo | Chief Financial Officer, Director | $1,654,040 | +$30,092 | +1.9% | Mixed | 13 Aug 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Marvin Cheng | KRT | Common Stock | Sale | -60% | $212,985 | $47.33 | -4,500 | 3,000 | 20 Aug 2026 | By Spouse |
| Jian Guo | KRT | Common Stock | Options Exercise | 12.9% | 4,700 | 41,029 | 13 Aug 2026 | Direct | ||
| Jian Guo | KRT | Stock Option (right to buy) | Options Exercise | -12.9% | -4,700 | 31,850 | 13 Aug 2026 | Direct | ||
| 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 |
* marks a reported price that did not pass the local price check.