Quick Takeaways
- KRT - Karat Packaging Inc. has 10 insiders with reported activity on this page.
- Net insider value flow over the last year: -$46,544,908.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to selling over the last 12 months. Net value: -$46,544,908.
$30,092
Shares: 1,361
Insiders: 1
$46,575,000
Shares: 1,725,000
Insiders: 2
-$46,544,908
Shares: -1,723,639
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 1,361 | 0 | $30,092 | $0 | +$30,092 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 1,725,000 | $0 | $46,575,000 | -$46,575,000 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Alan Yu | Chief Executive Officer, Director, 10%+ Owner | $164,882,693 | -$23,287,500 | -12% | Mixed | 27 Jun 2025 |
| Marvin Cheng | VP-Manufacturing, Secy, 10%+ Owner | $141,946,344 | -$23,287,500 | -14% | Filing P/S | 27 Jun 2025 |
| Jian Guo | Chief Financial Officer, Director | $963,865 | +$30,092 | +3.2% | Mixed | 12 Nov 2025 |
| Daniel Quire | Chief Revenue Officer | $949,003 | Mixed | 12 May 2025 | ||
| Eve Yen | Director | $233,552 | Mixed | 07 May 2025 | ||
| Paul Y. Chen | Director | $207,642 | Mixed | 07 May 2025 | ||
| Eric K. Chen | Director | $207,642 | Mixed | 07 May 2025 | ||
| 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 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Alan Yu |
3/4/5
|
Chief Executive Officer, Director, 10%+ Owner |
—
mixed-class rows
|
6,099,305
mixed-class rows
|
$164,882,693 | -$23,287,500 | 27 Jun 2025 | |
| Marvin Cheng |
3/4/5
|
VP-Manufacturing, Secy, 10%+ Owner |
—
class O/S missing
|
5,257,272
|
$141,946,344 | -$23,287,500 | 27 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
570,310
|
$12,871,897 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
511,440
|
$11,543,200 | — | 31 Dec 2025 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
—
class O/S missing
|
314,100
|
$7,089,237 | — | 31 Dec 2025 | |
| Ranger Investment Management, L.P. |
13F
|
Company |
—
class O/S missing
|
300,699
|
$6,786,776 | — | 31 Dec 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
291,137
|
$6,569,000 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
270,838
|
$6,112,814 | — | 31 Dec 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
231,107
|
$5,216,085 | — | 31 Dec 2025 | |
| De Lisle Partners LLP |
13F
|
Company |
—
class O/S missing
|
229,143
|
$5,166,029 | — | 31 Dec 2025 | |
| KTF INVESTMENTS, LLC |
13F
|
Company |
—
class O/S missing
|
224,850
|
$5,074,866 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
209,242
|
$4,723,465 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
201,111
|
$4,539,559 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
—
class O/S missing
|
189,158
|
$4,269,301 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
184,172
|
$4,156,762 | — | 31 Dec 2025 | |
| Boston Partners |
13F
|
Company |
—
class O/S missing
|
159,830
|
$3,607,370 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
158,306
|
$3,572,976 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
141,456
|
$3,192,662 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
131,732
|
$2,973,191 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
112,795
|
$2,547,000 | — | 31 Dec 2025 | |
| Harel Insurance Investments & Financial Services Ltd. |
13F
|
Company |
—
class O/S missing
|
107,730
|
$2,431,000 | — | 31 Dec 2025 | |
| CWA Asset Management Group, LLC |
13F
|
Company |
—
class O/S missing
|
106,265
|
$2,398,407 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
105,497
|
$2,381,069 | — | 31 Dec 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
—
class O/S missing
|
100,751
|
$2,273,950 | — | 31 Dec 2025 | |
| Trexquant Investment LP |
13F
|
Company |
—
class O/S missing
|
84,614
|
$1,909,738 | — | 31 Dec 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
81,400
|
$1,837,198 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
76,852
|
$1,734,550 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
66,004
|
$1,489,710 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
63,550
|
$1,434,344 | — | 31 Dec 2025 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
62,615
|
$1,413,221 | — | 31 Dec 2025 | |
| North Star Investment Management Corp. |
13F
|
Company |
—
class O/S missing
|
61,000
|
$1,376,770 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
56,432
|
$1,273,670 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
50,185
|
$1,132,676 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
48,315
|
$1,090,470 | — | 31 Dec 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
44,734
|
$1,009,646 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
42,766
|
$965,228 | — | 31 Dec 2025 | |
| Jian Guo |
3/4/5
|
Chief Financial Officer, Director |
—
mixed-class rows
|
76,112
mixed-class rows
|
$963,865 | +$30,092 | 12 Nov 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
42,604
|
$961,572 | — | 31 Dec 2025 | |
| Daniel Quire |
3/4/5
|
Chief Revenue Officer |
—
mixed-class rows
|
25,696
mixed-class rows
|
$949,003 | — | 12 May 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
41,142
|
$928,000 | — | 31 Dec 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
34,600
|
$781,000 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
32,671
|
$737,384 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
31,500
|
$710,955 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
27,345
|
$617,176 | — | 31 Dec 2025 | |
| Engineers Gate Manager LP |
13F
|
Company |
—
class O/S missing
|
27,167
|
$613,159 | — | 31 Dec 2025 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
24,419
|
$582,881 | — | 31 Dec 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
25,003
|
$564,322 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
24,348
|
$549,534 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
22,798
|
$514,555 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
20,854
|
$470,675 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Alan Yu | KRT | Common Stock | Sale | -1.81% | $3,037,500 | $27.00 | -112,500 | 6,091,305 | 27 Jun 2025 | Direct |
| Marvin Cheng | KRT | Common Stock | Sale | -2.1% | $3,037,500 | $27.00 | -112,500 | 5,257,272 | 27 Jun 2025 | Direct |
| Marvin Cheng | KRT | Common Stock | Sale | -12.3% | $20,250,000 | $27.00 | -750,000 | 5,369,772 | 12 Jun 2025 | Direct |
| Alan Yu | KRT | Common Stock | Sale | -10.8% | $20,250,000 | $27.00 | -750,000 | 6,203,805 | 12 Jun 2025 | Direct |
| Alan Yu | KRT | Common Stock | Tax liability | -0.04% | -2,543 | 6,953,805 | 14 May 2025 | Direct | ||
| Jian Guo | KRT | Common Stock | Tax liability | -9.25% | -2,779 | 27,251 | 14 May 2025 | Direct | ||
| Daniel Quire | KRT | Common Stock | Tax liability | -10.5% | -2,073 | 17,696 | 14 May 2025 | Direct | ||
| Alan Yu | KRT | Common Stock | Options Exercise | 0.12% | 8,000 | 6,956,348 | 12 May 2025 | Direct | ||
| Alan Yu | KRT | Restricted Stock Units | Options Exercise | -50% | -8,000 | 8,000 | 12 May 2025 | Direct | ||
| Jian Guo | KRT | Common Stock | Options Exercise | 36.3% | 8,000 | 30,030 | 12 May 2025 | Direct | ||
| Jian Guo | KRT | Restricted Stock Units | Options Exercise | -50% | -8,000 | 8,000 | 12 May 2025 | Direct | ||
| Daniel Quire | KRT | Common Stock | Options Exercise | 68% | 8,000 | 19,769 | 12 May 2025 | Direct | ||
| Daniel Quire | KRT | Restricted Stock Units | Options Exercise | -50% | -8,000 | 8,000 | 12 May 2025 | Direct | ||
| Eric K. Chen | KRT | Common Stock | Options Exercise | 20% | 1,000 | 6,000 | 07 May 2025 | Direct | ||
| Eric K. Chen | KRT | Restricted Stock Units | Options Exercise | -50% | -1,000 | 1,000 | 07 May 2025 | Direct | ||
| Eve Yen | KRT | Common Stock | Options Exercise | 16.7% | 1,000 | 7,000 | 07 May 2025 | Direct | ||
| Eve Yen | KRT | Restricted Stock Units | Options Exercise | -50% | -1,000 | 1,000 | 07 May 2025 | Direct | ||
| Paul Y. Chen | KRT | Common Stock | Options Exercise | 20% | 1,000 | 6,000 | 07 May 2025 | Direct | ||
| Paul Y. Chen | KRT | Restricted Stock Units | Options Exercise | -50% | -1,000 | 1,000 | 07 May 2025 | Direct |