SEC ownership of Solo Brands, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001870600.

Comparable stake leader

Arbour Lane - Hiwassee, L.P.

Disclosed value leader

SUMMIT PARTNERS L P

Comparable rows

8/31

Latest evidence

01 Jul 2026

Top shareholders Insider holders Latest transactions
Public ticker
SBDS on OTC
Parsed ownership sources
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
Arbour Lane - Hiwassee, L.P.
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
8 of 31
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Arbour Lane - Hiwassee, L.P.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
01 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001870600
Issuer location
Grapevine, TX

Ownership snapshot

Top shareholders of Solo Brands, 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
Arbour Lane - Hiwassee, L.P.
Disclosed value leader
SUMMIT PARTNERS L P
Comparable rows
8/31
Latest evidence
01 Jul 2026
13D/G 3/4/5 13F Lead comparable stake: 7.6% 23 rows are not safely comparable across share classes. 13D/G row: Arbour Lane - Hiwassee, L.P. Showing 1-8 of 31 holder rows.

Quick read

Arbour Lane - Hiwassee, L.P. leads the comparable SEC ownership view at 7.6%.

8 of 31 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 Arbour Lane - Hiwassee, L.P.'s linked filing trail.
Comparable ownership Top 5
Arbour Lane - Hiwassee, L.P. 7.6%
AMERICAN CENTURY INVESTMENT MANAG... 1%
SUMMIT PARTNERS L P 43%
Elisabeth Vanzura 0.35%
Paul Seeds 0.03%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 31 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Arbour Lane - Hiwassee, L.P.
13D/G
Arbour Lane Capital Management, LP
13D/G
7.6%
$390,395
4,879,939 shares
 $0 13 Jun 2025
AMERICAN CENTURY INVESTMENT MANAGEMENT INC
13D/G
13D/G
1%
$22,721
568,014 shares
 $0 31 Mar 2025
SUMMIT PARTNERS L P
3/4/5
10%+ Owner
3/4/5
43%
$10,898,613
1,100,870 shares
 — 01 Jan 2026
Elisabeth Vanzura
3/4/5
CMO, Director
3/4/5
0.35%
$219,130
8,947 shares
mixed-class rows
 +$5,655 30 Mar 2026
Paul Seeds
3/4/5
Chief Accounting Officer
3/4/5
0.03%
$2,726
726 shares
 — 02 May 2026
BARCLAYS PLC
13F
Company
13F
1.5%
$132,508
38,297 shares
 — 30 Jun 2026
Wealth Architects, LLC
13F
Company
13F
0.72%
$64,363
18,602 shares
 — 30 Jun 2026
EverSource Wealth Advisors, LLC
13F
Company
13F
0%
$31
9 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 buying over the last 12 months. Net value: +$39,653.

Buys
$39,653
Insiders: 3
Sells
$0
Insiders: 0
Net
+$39,653
Shares: +10,343
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 10,343 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 10,343 0 $39,653 $0 +$39,653
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 29 reporting-owner rows connected to Solo Brands, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
29
Largest Forms 3/4/5 holder
SUMMIT PARTNERS L P
Net 12M change
+$39,652
Latest report
01 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
SUMMIT PARTNERS L P 10%+ Owner $10,898,613 Mixed 01 Jan 2026
Metz Christopher T. President & CEO, Director $5,167,753 Mixed 24 Jan 2025
NB Alternatives Advisers LLC 10%+ Owner $3,864,082 Mixed 16 May 2023
BERTRAM GROWTH CAPITAL III, L.P. 10%+ Owner $3,028,854 Mixed 16 May 2023
BERTRAM GROWTH CAPITAL III ANNEX FUND, L.P. 10%+ Owner $2,225,614 Mixed 16 May 2023
BERTRAM GROWTH CAPITAL III-A, L.P. 10%+ Owner $1,326,667 Mixed 16 May 2023
John Merris President & CEO, Director $1,257,940 Mixed 04 Jan 2024
John P. Larson President and CEO, Director $1,099,382 +$24,997 +2.3% Mixed 23 Jun 2026
Somer Webb Chief Financial Officer $957,215 Mixed 09 Nov 2023
Marc Bernays Randolph Director $316,635 Mixed 10 Jun 2024
Ms. Julia Brown Director $284,115 Mixed 12 Nov 2024
Elisabeth Vanzura CMO, Director $219,130 +$5,655 +2.6% Mixed 30 Mar 2026
Laura A. Coffey Chief Financial Officer $214,012 Mixed 28 Feb 2026
William R. Castillo Chief Product Officer $181,178 Mixed 05 Nov 2021
Kyle G. Hency Chief Strategy Officer $181,178 Mixed 05 Nov 2021
Kent Roger Christensen General Counsel $179,735 Mixed 12 Nov 2024
Thomas Greene Montgomery Chief Digital Officer $170,151 Mixed 21 Nov 2022
Matthew Scott Webb Chief Operating Officer $102,090 Mixed 21 Nov 2022
Samuel Morin Simmons Chief Financial Officer $82,852 Mixed 05 Nov 2021
David Francis McGuire Chief Accounting Officer $70,725 Mixed 28 Feb 2026

Recent insider transactions for Solo Brands, 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
Christopher Blevins SBDS Class A Common Stock Tax liability -0.6% -5 831 01 Jul 2026 Direct
Christopher Blevins SBDS Class A Common Stock Options Exercise 1.46% 12 836 01 Jul 2026 Direct
Christopher Blevins SBDS Restricted Stock Unit Options Exercise -52.2% -12 11 01 Jul 2026 Direct
John P. Larson SBDS Class A Common Stock Tax liability -3.27% -3,221 95,155 23 Jun 2026 Direct
John P. Larson SBDS Class A Common Stock Options Exercise 12.8% 11,201 98,376 23 Jun 2026 Direct
John P. Larson SBDS Restricted Stock Unit Options Exercise -11.1% -11,201 89,610 23 Jun 2026 Direct
Christopher Blevins SBDS Class A Common Stock Tax liability -0.61% -5 818 01 Apr 2026 Direct
Christopher Blevins SBDS Class A Common Stock Options Exercise 1.48% 12 823 01 Apr 2026 Direct
Christopher Blevins SBDS Restricted Stock Unit Options Exercise -34.3% -12 23 01 Apr 2026 Direct
John P. Larson SBDS Class A Common Stock Purchase 3.02% $9,998 $3.91 2,559 87,175 31 Mar 2026 Direct
Elisabeth Vanzura SBDS Class A Common Stock Purchase 20.1% $5,655 $3.77 1,500 8,947 30 Mar 2026 Direct
John P. Larson SBDS Class A Common Stock Purchase 5.06% $14,999 $3.68 4,073 84,616 30 Mar 2026 Direct
Andrea K. Tarbox SBDS Class A Common Stock Purchase 50.6% $9,000 $4.07 2,211 6,584 30 Mar 2026 Direct
John P. Larson SBDS Class A Common Stock Tax liability -4.07% -3,420 80,543 23 Mar 2026 Direct
John P. Larson SBDS Class A Common Stock Options Exercise 15.4% 11,201 83,963 23 Mar 2026 Direct
John P. Larson SBDS Restricted Stock Unit Options Exercise -10% -11,201 100,811 23 Mar 2026 Direct
Christopher Blevins SBDS Class A Common Stock Tax liability -34.6% -405 764 28 Feb 2026 Direct
Christopher Blevins SBDS Class A Common Stock Options Exercise 642.5% 983 1,136 28 Feb 2026 Direct
Christopher Blevins SBDS Restricted Stock Unit Options Exercise -92.5% -983 80 28 Feb 2026 Direct
David Francis McGuire SBDS Class A Common Stock Tax liability -38.1% -643 1,045 28 Feb 2026 Direct
David Francis McGuire SBDS Class A Common Stock Options Exercise 757% 2,165 2,451 28 Feb 2026 Direct
David Francis McGuire SBDS Restricted Stock Unit Options Exercise -74.1% -2,165 758 28 Feb 2026 Direct
Laura A. Coffey SBDS Class A Common Stock Tax liability -13.8% -851 5,337 28 Feb 2026 Direct
Laura A. Coffey SBDS Class A Common Stock Options Exercise 86.4% 2,868 6,188 28 Feb 2026 Direct
Laura A. Coffey SBDS Restricted Stock Unit Options Exercise -50% -2,868 2,868 28 Feb 2026 Direct
Christopher Blevins SBDS Class A Common Stock Tax liability -2.1% -5 233 24 Feb 2026 Direct
Christopher Blevins SBDS Class A Common Stock Options Exercise 4.39% 10 238 24 Feb 2026 Direct
Christopher Blevins SBDS Restricted Stock Unit Options Exercise -100% -10 0 24 Feb 2026 Direct
Laura A. Coffey SBDS Class A Common Stock Tax liability -15.7% -618 3,320 05 Feb 2026 Direct
Laura A. Coffey SBDS Class A Common Stock Options Exercise 112.3% 2,083 3,938 05 Feb 2026 Direct
Laura A. Coffey SBDS Restricted Stock Unit Options Exercise -50% -2,083 2,083 05 Feb 2026 Direct
Christopher Blevins DTCB Class A Common Stock Tax liability -2.15% -5 228 01 Jan 2026 Direct
Christopher Blevins DTCB Class A Common Stock Options Exercise 5.43% 12 233 01 Jan 2026 Direct
Christopher Blevins DTCB Restricted Stock Unit Options Exercise -20.3% -12 47 01 Jan 2026 Direct
Summit Partners L P DTCB Class B Common Stock, $0.001 par value per share Other -100% -354,189 0 01 Jan 2026 See Footnotes
Summit Partners L P DTCB Class A Common Stock, $0.001 par value per share Conversion of derivative security 47.4% 354,189 1,100,870 01 Jan 2026 See Footnotes
Summit Partners L P DTCB Common Units Conversion of derivative security -100% -354,189 0 01 Jan 2026 See Footnotes
Andrea K. Tarbox DTCB Class B Common Stock Other -100% -274 0 31 Dec 2025 Direct
Andrea K. Tarbox DTCB Class A Common Stock Conversion of derivative security 6.68% 274 4,373 31 Dec 2025 Direct
Andrea K. Tarbox DTCB LLC Interests Other -100% -274 0 31 Dec 2025 Direct
John P. Larson DTCB Class A Common Stock Tax liability -6.31% -4,901 72,762 23 Dec 2025 Direct
John P. Larson DTCB Class A Common Stock Options Exercise 16.8% 11,201 77,663 23 Dec 2025 Direct
John P. Larson DTCB Restricted Stock Unit Options Exercise -9.09% -11,201 112,012 23 Dec 2025 Direct
John P. Larson DTCB Class A Common Stock Tax liability -19.5% -16,103 66,462 15 Dec 2025 Direct
John P. Larson DTCB Class A Common Stock Options Exercise 210.9% 56,005 82,565 15 Dec 2025 Direct
John P. Larson DTCB Restricted Stock Unit Options Exercise -31.2% -56,005 123,213 15 Dec 2025 Direct
Christopher Blevins DTCB Class A Common Stock Tax liability -1.78% -4 221 15 Dec 2025 Direct
Christopher Blevins DTCB Class A Common Stock Options Exercise 5.14% 11 225 15 Dec 2025 Direct
Christopher Blevins DTCB Restricted Stock Unit Options Exercise -34.4% -11 21 15 Dec 2025 Direct
John P. Larson DTCB Restricted Stock Unit Award 179,218 179,218 11 Nov 2025 Direct
* marks a reported price that did not pass the local price check.
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