SBDS · Solo Brands, Inc. · Insider Trading
The latest filing states the doubt was alleviated.
“the risks associated with variability in the Company’s operating performance that could affect future covenant compliance raises substantial doubt about our ability to continue as a going concern. Management is executing cost reduction and operational initiatives and, based on current projections, expects to remain in compliance with the covenants under the 2025 Credit Agreement. Accordingly, management believes our plans alleviate the substantial doubt about our ability to continue as a going concern for at least the twelve months following the issuance of these financial statements.”View the 10-Q filed Aug 13, 2026
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 4 and 5. Form 3 supplies initial ownership rather than a trade; Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-09-26 | Tarbox Andrea K |
Director |
Convert↑
|
Class A Common Stock
|
2,030 |
| 2026-09-26 | Powers David |
Director |
Convert↑
|
Class A Common Stock
|
2,030 |
| 2026-09-26 | Tarbox Andrea K |
Director |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The RSUs were fully vested as of September 26, 2026. |
Restricted Stock Unit
|
2,030 |
| 2026-09-26 | Powers David |
Director |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The RSUs were fully vested as of September 26, 2026. |
Restricted Stock Unit
|
2,030 |
| 2026-09-23 | Larson John P. |
Director, President and CEO |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. 11,201 RSUs vested on September 23, 2026. The remaining unvested RSUs will vest in substantially equal quarterly installments, such that all vested RSUs are vested on the third anniversary of June 23, 2025, subject to the Reporting Person's continued service on the applicable vesting date. |
Restricted Stock Unit
|
11,201 |
| 2026-09-23 | Larson John P. |
Director, President and CEO |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
3,221 |
| 2026-09-23 | Larson John P. |
Director, President and CEO |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
11,201 |
| 2026-07-01 | Blevins Christopher |
General Counsel |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
5 |
| 2026-07-01 | Blevins Christopher |
General Counsel |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The remaining unvested RSUs will vest on October 1, 2026. |
Restricted Stock Unit
|
12 |
| 2026-07-01 | Blevins Christopher |
General Counsel |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The total number of securities beneficially owned by the Reporting Person has been adjusted to correct an understatement by 6 shares in the last report. |
Class A Common Stock
|
12 |
| 2026-06-23 | Larson John P. |
Director, President and CEO |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
3,221 |
| 2026-06-23 | Larson John P. |
Director, President and CEO |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
11,201 |
| 2026-06-23 | Larson John P. |
Director, President and CEO |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. 11,201 RSUs vested on June 23, 2026. The remaining unvested RSUs will vest in substantially equal quarterly installments, such that all vested RSUs are vested on the third anniversary of June 23, 2025, subject to the Reporting Person's continued service on the applicable vesting date. |
Restricted Stock Unit
|
11,201 |
| 2026-04-01 | Blevins Christopher |
General Counsel |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
12 |
| 2026-04-01 | Blevins Christopher |
General Counsel |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
5 |
| 2026-04-01 | Blevins Christopher |
General Counsel |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The remaining unvested RSUs will vest in two approximately equal quarterly installments. |
Restricted Stock Unit
|
12 |
| 2026-03-31 | Larson John P. |
Director, President and CEO |
Buy↑
Filing footnotes — Class A Common Stock (Direct)
The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.72 to $3.945, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Class A Common Stock
|
2,559 |
| 2026-03-30 | Tarbox Andrea K |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Direct)
The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.725 to $4.29, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Class A Common Stock
|
2,211 |
| 2026-03-30 | Vanzura Elisabeth |
Director, CMO |
Buy↑
|
Class A Common Stock
|
1,500 |
| 2026-03-30 | Larson John P. |
Director, President and CEO |
Buy↑
Filing footnotes — Class A Common Stock (Direct)
The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.57 to $3.819, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Class A Common Stock
|
4,073 |
| 2026-03-23 | Larson John P. |
Director, President and CEO |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. 11,201 RSUs vested on March 23, 2026 and were settled on the transaction date herein. The remaining unvested RSUs will vest in approximately equal quarterly installments, such that all vested RSUs are vested on the third anniversary of June 23, 2025, subject to the Reporting Person's continued service on the applicable vesting date. |
Restricted Stock Unit
|
11,201 |
| 2026-03-23 | Larson John P. |
Director, President and CEO |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
3,420 |
| 2026-03-23 | Larson John P. |
Director, President and CEO |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
11,201 |
| 2026-02-28 | McGuire David Francis |
Chief Accounting Officer |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
417 |
| 2026-02-28 | McGuire David Francis |
Chief Accounting Officer |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
759 |
| 2026-02-28 | Blevins Christopher |
General Counsel |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
33 |
| 2026-02-28 | Blevins Christopher |
General Counsel |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
80 |
| 2026-02-28 | COFFEY LAURA A |
Chief Financial Officer |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
851 |
| 2026-02-28 | Blevins Christopher |
General Counsel |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The remaining unvested RSUs will vest on February 28, 2027. |
Restricted Stock Unit
|
80 |
| 2026-02-28 | Blevins Christopher |
General Counsel |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
372 |
| 2026-02-28 | COFFEY LAURA A |
Chief Financial Officer |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
2,868 |
| 2026-02-28 | McGuire David Francis |
Chief Accounting Officer |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
1,406 |
| 2026-02-28 | McGuire David Francis |
Chief Accounting Officer |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The remaining unvested RSUs will vest on February 28, 2027. |
Restricted Stock Unit
|
1,406 |
| 2026-02-28 | Blevins Christopher |
General Counsel |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
903 |
| 2026-02-28 | McGuire David Francis |
Chief Accounting Officer |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
226 |
| 2026-02-28 | COFFEY LAURA A |
Chief Financial Officer |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The remaining unvested RSUs will vest on February 28, 2027. |
Restricted Stock Unit
|
2,868 |
| 2026-02-28 | Blevins Christopher |
General Counsel |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The remaining unvested RSUs will vest on February 28, 2027. |
Restricted Stock Unit
|
903 |
| 2026-02-28 | McGuire David Francis |
Chief Accounting Officer |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The remaining unvested RSUs will vest on February 28, 2027. |
Restricted Stock Unit
|
759 |
| 2026-02-24 | Blevins Christopher |
General Counsel |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
10 |
| 2026-02-24 | Blevins Christopher |
General Counsel |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
5 |
| 2026-02-24 | Blevins Christopher |
General Counsel |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The RSUs were fully vested as of February 24, 2026. |
Restricted Stock Unit
|
10 |
| 2026-02-05 | COFFEY LAURA A |
Chief Financial Officer |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
618 |
| 2026-02-05 | COFFEY LAURA A |
Chief Financial Officer |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The remaining unvested RSUs will vest in one approximately equal annual installment. |
Restricted Stock Unit
|
2,083 |
| 2026-02-05 | COFFEY LAURA A |
Chief Financial Officer |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
2,083 |
| 2026-01-01 | Blevins Christopher |
General Counsel |
Convert↓
Filing footnotes — Restricted Stock Unit (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. 12 RSUs vested on January 1, 2026 and were settled on the transaction date herein. The remaining unvested RSUs will vest in four approximately equal quarterly installments. |
Restricted Stock Unit
|
12 |
| 2026-01-01 | SUMMIT PARTNERS L P |
10% Owner |
Other↓
Filing footnotes — Common Units (Indirect)
On December 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with its subsidiaries Solo Stove Holdings, LLC ("Holdings") and Solo Merger Sub LLC ("Merger Sub"), whereby effective January 1, 2026, Merger Sub merged with and into Holdings, with Holdings continuing as the surviving entity as a wholly owned subsidiary of the Issuer (the "Merger"). Pursuant to the Merger Agreement, on January 1, 2026, each of the issued and outstanding common membership interests in Holdings beneficially owned by members of Holdings was cancelled and converted automatically into a right to receive one share of Class A Common Stock. In addition, immediately following the effective time of the Merger, all of the issued and outstanding shares of Class B Common Stock were retired and cancelled in accordance with the Issuer's Amended and Restated Certificate of Incorporation and Holdings' Amended and Restated Limited Liability Company Agreement. Represents 282,623, 431,780, 11,657, 14,227, 5,029, 1,268, 97 and 354,189 shares of Class A Common Stock held directly by Summit Partners Growth Equity Fund X-A, L.P., Summit Partners Growth Equity Fund X-B, L.P., Summit Partners Growth Equity Fund X-C, L.P., Summit Partners Subordinated Debt Fund V-A, L.P., Summit Partners Subordinated Debt Fund V-B, L.P., Summit Investors X, LLC, Summit Investors X (UK), L.P. and SP-SS Aggregator LLC, respectively. Summit Partners, L.P. is the managing member of Summit Partners GE X, LLC, which is the general partner of Summit Partners GE X, L.P., the general partner of each of Summit Partners Growth Equity Fund X-A, L.P., Summit Partners Growth Equity Fund X-B, L.P., and Summit Partners Growth Equity Fund X-C, L.P. Summit Partners, L.P. also is the managing member of Summit Partners SD V, LLC, which is the general partner of Summit Partners SD V, L.P., (continued from footnote 2) the general partner of each of Summit Partners Subordinated Debt Fund V-A, L.P. and Summit Partners Subordinated Debt Fund V-B, L.P. Summit Master Company, LLC is the sole managing member of Summit Investors Management, LLC, which is (A) the manager of Summit Investors X, LLC, and (B) the general partner of Summit Investors X (UK), L.P. Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its Investment Committee. SP-SS Aggregator LLC is managed by a manager appointed by the members holding a majority of the interests of the entity, which manager is currently designated to be Summit Partners Growth Equity Fund X-A, L.P. |
Common Units
(I)
|
354,189 |
| 2026-01-01 | SUMMIT PARTNERS L P |
10% Owner |
Other↑
Filing footnotes — Class A Common Stock, $0.001 par value per share (Indirect)
On December 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with its subsidiaries Solo Stove Holdings, LLC ("Holdings") and Solo Merger Sub LLC ("Merger Sub"), whereby effective January 1, 2026, Merger Sub merged with and into Holdings, with Holdings continuing as the surviving entity as a wholly owned subsidiary of the Issuer (the "Merger"). Pursuant to the Merger Agreement, on January 1, 2026, each of the issued and outstanding common membership interests in Holdings beneficially owned by members of Holdings was cancelled and converted automatically into a right to receive one share of Class A Common Stock. In addition, immediately following the effective time of the Merger, all of the issued and outstanding shares of Class B Common Stock were retired and cancelled in accordance with the Issuer's Amended and Restated Certificate of Incorporation and Holdings' Amended and Restated Limited Liability Company Agreement. Represents 282,623, 431,780, 11,657, 14,227, 5,029, 1,268, 97 and 354,189 shares of Class A Common Stock held directly by Summit Partners Growth Equity Fund X-A, L.P., Summit Partners Growth Equity Fund X-B, L.P., Summit Partners Growth Equity Fund X-C, L.P., Summit Partners Subordinated Debt Fund V-A, L.P., Summit Partners Subordinated Debt Fund V-B, L.P., Summit Investors X, LLC, Summit Investors X (UK), L.P. and SP-SS Aggregator LLC, respectively. Summit Partners, L.P. is the managing member of Summit Partners GE X, LLC, which is the general partner of Summit Partners GE X, L.P., the general partner of each of Summit Partners Growth Equity Fund X-A, L.P., Summit Partners Growth Equity Fund X-B, L.P., and Summit Partners Growth Equity Fund X-C, L.P. Summit Partners, L.P. also is the managing member of Summit Partners SD V, LLC, which is the general partner of Summit Partners SD V, L.P., (continued from footnote 2) the general partner of each of Summit Partners Subordinated Debt Fund V-A, L.P. and Summit Partners Subordinated Debt Fund V-B, L.P. Summit Master Company, LLC is the sole managing member of Summit Investors Management, LLC, which is (A) the manager of Summit Investors X, LLC, and (B) the general partner of Summit Investors X (UK), L.P. Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its Investment Committee. SP-SS Aggregator LLC is managed by a manager appointed by the members holding a majority of the interests of the entity, which manager is currently designated to be Summit Partners Growth Equity Fund X-A, L.P. |
Class A Common Stock, $0.001 par value per share
(I)
|
354,189 |
| 2026-01-01 | Blevins Christopher |
General Counsel |
Convert↑
Filing footnotes — Class A Common Stock (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. |
Class A Common Stock
|
12 |
| 2026-01-01 | SUMMIT PARTNERS L P |
10% Owner |
Other↓
Filing footnotes — Class B Common Stock, $0.001 par value per share (Indirect)
On December 17, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with its subsidiaries Solo Stove Holdings, LLC ("Holdings") and Solo Merger Sub LLC ("Merger Sub"), whereby effective January 1, 2026, Merger Sub merged with and into Holdings, with Holdings continuing as the surviving entity as a wholly owned subsidiary of the Issuer (the "Merger"). Pursuant to the Merger Agreement, on January 1, 2026, each of the issued and outstanding common membership interests in Holdings beneficially owned by members of Holdings was cancelled and converted automatically into a right to receive one share of Class A Common Stock. In addition, immediately following the effective time of the Merger, all of the issued and outstanding shares of Class B Common Stock were retired and cancelled in accordance with the Issuer's Amended and Restated Certificate of Incorporation and Holdings' Amended and Restated Limited Liability Company Agreement. Represents 282,623, 431,780, 11,657, 14,227, 5,029, 1,268, 97 and 354,189 shares of Class A Common Stock held directly by Summit Partners Growth Equity Fund X-A, L.P., Summit Partners Growth Equity Fund X-B, L.P., Summit Partners Growth Equity Fund X-C, L.P., Summit Partners Subordinated Debt Fund V-A, L.P., Summit Partners Subordinated Debt Fund V-B, L.P., Summit Investors X, LLC, Summit Investors X (UK), L.P. and SP-SS Aggregator LLC, respectively. Summit Partners, L.P. is the managing member of Summit Partners GE X, LLC, which is the general partner of Summit Partners GE X, L.P., the general partner of each of Summit Partners Growth Equity Fund X-A, L.P., Summit Partners Growth Equity Fund X-B, L.P., and Summit Partners Growth Equity Fund X-C, L.P. Summit Partners, L.P. also is the managing member of Summit Partners SD V, LLC, which is the general partner of Summit Partners SD V, L.P., (continued from footnote 2) the general partner of each of Summit Partners Subordinated Debt Fund V-A, L.P. and Summit Partners Subordinated Debt Fund V-B, L.P. Summit Master Company, LLC is the sole managing member of Summit Investors Management, LLC, which is (A) the manager of Summit Investors X, LLC, and (B) the general partner of Summit Investors X (UK), L.P. Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its Investment Committee. SP-SS Aggregator LLC is managed by a manager appointed by the members holding a majority of the interests of the entity, which manager is currently designated to be Summit Partners Growth Equity Fund X-A, L.P. |
Class B Common Stock, $0.001 par value per share
(I)
|
354,189 |
| 2026-01-01 | Blevins Christopher |
General Counsel |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
Represents the number of shares withheld to cover tax withholding obligations in connection with the vesting of RSUs. |
Class A Common Stock
|
5 |