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UTZ · Utz Brands, Inc.
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UTZ Utz Brands (UTZ) Insider Trading, Ownership & Congress Trades

Food & Beverage · Miscellaneous food preparations & kindred products · CIK 0001739566
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
141
13F, latest reported quarter

What the filings say about UTZ

Congress, 1 year
0 bought · 1 sold
Latest: sale, 2025-12-08

Utz Brands insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for Utz Brands, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Shea Theresa Robbins
EVP, Chief Legal Officer
BUY
2026-01-06 SECtraded 2025-12-31
702
$6.9K
+46.2%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (5 buys), the last on Nov 3, 2025.
  • +3.2% median (+11.3% mean) 90-day return after 5 previous buys.
  • The trade is 1.3% of the 55,667 shares held after it.
  • 1 other insider bought within 30 days.
  • 141 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Chief Legal Officer Shea Theresa Robbins bought about $6.9K of UTZ on Dec 31, 2025; 1 other insider bought within 30 days and 141 funds added in the latest 13F quarter.
Sponaugle James
EVP & Chief People Officer
BUY
2026-01-06 SECtraded 2025-12-31
679
$6.7K
+46.2%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 1.3% of the 52,017 shares held after it.
  • 1 other insider bought within 30 days.
  • 141 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & Chief People Officer Sponaugle James bought about $6.7K of UTZ on Dec 31, 2025; 1 other insider bought within 30 days and 141 funds added in the latest 13F quarter.
Series R of UM Partners, LLC
BUY
2025-11-24 SEC
1,406
$13.4K
+55.7%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (3 buys, 3 sales), the last on Nov 21, 2025.
  • -2.2% median (-1.2% mean) 90-day return after 3 previous buys.
  • The trade is 0.2% of the 630,000 shares held after it.
  • 5 other insiders bought within 30 days.
  • 141 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Series R of UM Partners, LLC bought about $13.4K of UTZ on Nov 24, 2025; 5 other insiders bought within 30 days and 141 funds added in the latest 13F quarter.
Series U of UM Partners, LLC
BUY
2025-11-24 SEC
7,971
$75.8K
+55.7%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (3 buys, 3 sales), the last on Nov 21, 2025.
  • -2.2% median (-1.2% mean) 90-day return after 3 previous buys.
  • The trade is 0.2% of the 3,570,000 shares held after it.
  • 5 other insiders bought within 30 days.
  • 141 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Series U of UM Partners, LLC bought about $75.8K of UTZ on Nov 24, 2025; 5 other insiders bought within 30 days and 141 funds added in the latest 13F quarter.
Series R of UM Partners, LLC
BUY
2025-11-24 SECtraded 2025-11-21
12,420
$119.2K
+55.7%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (2 buys, 3 sales), the last on Nov 20, 2025.
  • -0.7% median (-0.7% mean) 90-day return after 2 previous buys.
  • The trade is 2.0% of the 628,594 shares held after it.
  • 5 other insiders bought within 30 days.
  • 141 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Series R of UM Partners, LLC bought about $119.2K of UTZ on Nov 21, 2025; 5 other insiders bought within 30 days and 141 funds added in the latest 13F quarter.
131 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 126 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
141 funds bought in last quarter
below 53% of Food & Beverage
Revenue
+2.1% year over year
below 55% of Food & Beverage
Margin
0.1% net margin
below 58% of Food & Beverage
Buybacks
no share repurchases reported
Short interest
10.0% of the float short (float per yahoo 2026-10-26) · 4.9 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch UTZ

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+15.8%12M
-45%-25%-4%+16%2025-102025-122026-022026-042026-062026-082026-10 2025-11-03 · Series U of UM Partners, LLC bought $890.8K2025-11-21 · Series U of UM Partners, LLC bought $675.6K2025-11-03 · Lissette Dylan bought $335.9K2025-11-03 · Series R of UM Partners, LLC bought $157.2K2025-11-21 · Series R of UM Partners, LLC bought $119.2K2025-11-07 · Lissette Dylan bought $78.9K2025-11-03 · Friedman Howard A bought $76.2K2025-11-24 · Series U of UM Partners, LLC bought $75.8K2025-11-18 · Lissette Dylan bought $70.0K2025-11-20 · Series U of UM Partners, LLC bought $63.4K2025-11-24 · Series R of UM Partners, LLC bought $13.4K2025-11-20 · Series R of UM Partners, LLC bought $11.2K2025-11-03 · Shea Theresa Robbins bought $10.0K2025-12-31 · Shea Theresa Robbins bought $6.9K2025-12-31 · Sponaugle James bought $6.7K2025-11-03 · Kelley William J. JR bought $5.0K
Insider buy
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns UTZ: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
6,122,796 sh
$47.1M
VANGUARD PORTFOLIO MANAGEMENT LLC
4,066,303 sh
$31.3M
Copeland Capital Management, LLC
3,958,637 sh
$30.5M
JPMORGAN CHASE & CO
3,471,373 sh
$27.1M
VANGUARD CAPITAL MANAGEMENT LLC
3,273,514 sh
$25.2M

Congress trades in UTZ

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Josh Gottheimer
Sold 2025-12-08 · disclosed 37 days later
$1,001 - $15,000
Gilbert Cisneros
Bought 2025-05-15 · disclosed 22 days later
$1,001 - $15,000
Gilbert Cisneros
Bought 2025-03-24 · disclosed 14 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

UTZ planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

UTZ mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
DIAMOND HILL SMALL CAP FUND
$10.6M position · as of 2026-06-30
3.5%
Advisors Capital Small/Mid Cap Fund
$1.4M position · as of 2026-06-30
1.1%
ClearBridge Small Cap Fund
$7.5M position · as of 2026-07-31
1.1%
Small Company Value Portfolio
$261.7K position · as of 2026-06-30
1.0%
Virtus Ceredex Small-Cap Value Equity Fund
$1.1M position · as of 2026-06-30
1.0%
LKCM Small Cap Equity Fund
$2.5M position · as of 2026-06-30
0.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 141 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
HSYCOCORMCFLWAYCELHSAMVITLKOWESTFRPTKDPSTZ

UTZ financials

Revenue growth
+2.1%
XBRL, annual
Net margin
0.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.5B
four quarters, 2025-06-30 to 2026-06-28
Net margin, TTM
-2.0%
net income over revenue, 2025-06-30 to 2026-06-28
Free cash flow, TTM
$51.1M
operating cash flow minus capex, 2025-06-30 to 2026-06-28
Debt to equity
1.21x
long-term 2026-06-28 plus current 2026-06-28; equity 2026-06-28
Cash flow to debt
0.14x
TTM operating cash flow over long-term 2026-06-28 plus current 2026-06-28
Return on equity
-4.1%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on assets
-1.0%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
+0.4%
operating income (EBIT proxy) over average of 2025-06-29 and 2026-06-28 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122023-01
Revenue$1.4B$1.4B$1.4B$1.4B
Gross profit$358.3M$369.1M$350.8M$449.1M
Operating income$19.5M$58.9M$16.0M$5.3M
Net income$800.0K$15.9M-$24.9M-$392.0K
EPS (diluted)0.010.19-0.310.00
Operating cash flow$112.2M$106.2M$76.6M$48.2M
Cash$120.4M$56.1M$52.0M$72.9M
Long-term debt$818.2M$752.5M$878.5M$893.3M
Dividends paid$22.3M$21.7M$18.5M$17.2M
SEC XBRL, fiscal years, as known on 2026-10-27

UTZ Stock Sonar score 5/7 axes

Find similar shapesCompare

UTZ ranks highest on risk and compliance (81st percentile) and growth (45th), and lowest on institutional and government (29th), among Food & Beverage peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
39
Inputs
  • Return on equity-4.1% · 37 pct, sector of 66
  • Return on assets-1.0% · 42 pct, sector of 77
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed+0.4% · 39 pct, sector of 62
Financial health
33
Inputs
  • Debt to equity1.21x · 23 pct, sector of 66
  • Cash flow to debt0.14x · 43 pct, sector of 59
Growth
45
Inputs
  • Revenue growth, YoY+2.1% · 45 pct, sector of 89
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Institutional and government
29
Inputs
  • Funds adding, latest quarter141 · 47 pct, sector of 79
  • Congress net buyers, 365d-1 · 11 pct, universe of 719
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
81
Inputs
  • Short interest, % of float+10.0% · 27 pct, sector of 100
  • Recalls per $1B revenue, 3y0.00 per $1B · 100 pct, sector of 58
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 58
  • New text in Risk Factors, latest 10-K+0.9% · 98 pct, sector of 66
2 not measured: Insider conviction, US patents
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

UTZ filings, in plain words

Have members of Congress traded UTZ?

Yes. In the year to 2026-10-27, 0 House members disclosed buying UTZ and 1 House member disclosed selling it; the latest on record is a sale by Josh Gottheimer dated 2025-12-08.

Read the full summary

In the year to 2026-10-27, 0 members of Congress disclosed buying UTZ and 1 member disclosed selling it; the latest on record is a sale by Josh Gottheimer dated 2025-12-08. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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