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ZVIA · Zevia Pbc
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ZVIA Zevia PBC (ZVIA) Insider Trading, Ownership & Congress Trades

Food & Beverage · Bottled & canned soft drinks & carbonated waters · CIK 0001854139
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
60
13F, latest reported quarter

What the filings say about ZVIA

Insiders, 180 days
-$4.1M net sold
1 seller · 0% of sales under a 10b5-1 plan

Zevia PBC insider trades (Form 4)

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

Over the last 180 days, Zevia PBC insiders sold a net $4.1M of stock across 104 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
CDP Investissements Inc.
SELL
2026-05-28 SECtraded 2026-05-27
2,150,000
$4.1M
-20.6%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Jan 27, 2026.
  • The trade is 18.9% of the 11,400,428 shares held after it.
  • No other insider sold within 30 days.
  • 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider CDP Investissements Inc. sold about $4.1M of ZVIA on May 27, 2026; 60 funds added in the latest 13F quarter.
Taylor Amy
President & CEO
SELL
2026-03-30 SEC
10,776
$12.5K
+5.1%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (3 buys, 8 sales), the last on Mar 27, 2026.
  • -7.7% median (-9.1% mean) 90-day return after 3 previous buys.
  • The trade is 0.5% of the 2,390,117 shares held after it.
  • 2 other insiders sold within 30 days.
  • 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Taylor Amy sold about $12.5K of ZVIA on Mar 30, 2026; 2 other insiders sold within 30 days and 60 funds added in the latest 13F quarter.
Taylor Amy
President & CEO
SELL
2026-03-30 SECtraded 2026-03-27
66,501
$75.8K
+5.1%
Context
  • 10 earlier Form 4 trades (code P or S) here by this insider (3 buys, 7 sales), the last on Mar 26, 2026.
  • -7.7% median (-9.1% mean) 90-day return after 3 previous buys.
  • The trade is 2.8% of the 2,400,893 shares held after it.
  • 2 other insiders sold within 30 days.
  • 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Taylor Amy sold about $75.8K of ZVIA on Mar 27, 2026; 2 other insiders sold within 30 days and 60 funds added in the latest 13F quarter.
Taylor Amy
President & CEO
SELL
2026-03-30 SECtraded 2026-03-26
66,731
$78.1K
+5.1%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (3 buys, 6 sales), the last on Mar 18, 2025.
  • -7.7% median (-9.1% mean) 90-day return after 3 previous buys.
  • The trade is 2.7% of the 2,467,394 shares held after it.
  • 2 other insiders sold within 30 days.
  • 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Taylor Amy sold about $78.1K of ZVIA on Mar 26, 2026; 2 other insiders sold within 30 days and 60 funds added in the latest 13F quarter.
Satya Girish
Chief Financial Officer
SELL
2026-03-27 SECtraded 2026-03-25
41,662
$49.2K
+2.5%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Mar 17, 2025.
  • The trade is 12.7% of the 327,909 shares held after it.
  • 2 other insiders sold within 30 days.
  • 60 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Satya Girish sold about $49.2K of ZVIA on Mar 25, 2026; 2 other insiders sold within 30 days and 60 funds added in the latest 13F quarter.
104 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
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$4.1M over 180 days
-$4.1M of it by a 10%+ holder
below 76% of Food & Beverage
Congress
no House purchase disclosed in the last 12 months
Funds
60 funds bought in last quarter
below 72% of Food & Beverage
Revenue
+4.0% year over year
more than 57% of Food & Beverage
Margin
-6.2% net margin
below 70% of Food & Beverage
Buybacks
no share repurchases reported
Short interest
1.9% of the float short (float per yahoo 2026-10-27) · 3.8 days to cover · settled 2026-10-15
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch ZVIA

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.
-49.4%12M
-53%-32%-10%+12%2025-102025-122026-022026-042026-062026-082026-10 2026-01-27 · CDP Investissements Inc. sold $7.0M2026-05-27 · CDP Investissements Inc. sold $4.1M2025-11-10 · Spence Padraic L. sold $528.0K2026-03-26 · Taylor Amy sold $78.1K2026-03-27 · Taylor Amy sold $75.8K2026-03-03 · Spence Padraic L. sold $57.6K2026-03-25 · Satya Girish sold $49.2K2026-03-30 · Taylor Amy sold $12.5K
Insider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns ZVIA: institutional holders (13F)

13F holdings, latest reported quarter
Caisse de depot et placement du Quebec
11,400,428 sh
$18.6M
Topline Capital Management, LLC
7,177,524 sh
$11.7M
Kanen Wealth Management LLC
2,693,236 sh
$4.6M
MACKENZIE FINANCIAL CORP
2,670,699 sh
$4.4M
VANGUARD CAPITAL MANAGEMENT LLC
2,119,167 sh
$3.5M

Congress trades in ZVIA

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

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

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

ZVIA planned insider sales (Form 144)

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

ZVIA mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Philotimo Focused Growth & Income
$2.0M position · as of 2026-06-30
1.4%
Ultra-Small Company Market Fund
$139.5K position · as of 2026-06-30
0.1%
iShares Micro-Cap ETF
$379.7K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$25.6K position · as of 2026-06-30
0.0%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
$80.9K position · as of 2026-05-31
0.0%
Invesco Russell 2000 Dynamic Multifactor ETF
$11.9K position · as of 2026-05-31
0.0%
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 a net $4.1M sold by insiders over 180 days, 60 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
HSYCOCORMCFLWAYCELHSAMVITLKOWESTFRPTUTZKDP

ZVIA financials

Revenue growth
+4.0%
XBRL, annual
Net margin
-6.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$169.8M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-5.3%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$2.9M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
-18.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-14.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-27.0%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 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 2026-10-27. 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.
2025-122024-122023-122022-12
Revenue$161.3M$155.0M$166.4M$163.2M
Gross profit$77.4M$71.9M$74.8M$70.0M
Operating income-$11.8M-$23.7M-$28.9M-$47.9M
Net income-$9.9M-$20.0M-$28.3M-$47.6M
EPS (diluted)-0.15-0.34-0.41-0.81
Operating cash flow-$4.7M-$1.0M-$16.3M-$20.8M
Cash$25.4M$30.7Mn/an/a
Buybacksn/an/an/a$0
SEC XBRL, fiscal years, as known on 2026-10-28

ZVIA Stock Sonar score 5/7 axes

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ZVIA ranks highest on risk and compliance (90th percentile) and growth (57th), and lowest on insider conviction (11th), among Food & Beverage peers.

ProfitGrowthInsidersInstitutionsRisk
Profitability
20
Inputs
  • Return on equity-18.7% · 25 pct, sector of 66
  • Return on assets-14.3% · 24 pct, sector of 77
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-27.0% · 13 pct, sector of 62
Growth
57
Inputs
  • Revenue growth, YoY+4.0% · 57 pct, sector of 89
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
11
Inputs
  • Net Form 4 buying (codes P and S), 180d-$4.1M · 22 pct, sector of 56
  • Insider buyers, 180d0 · 0 pct, sector of 56
Institutional and government
28
Inputs
  • Funds adding, latest quarter60 · 28 pct, sector of 79
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
90
Inputs
  • Short interest, % of float+1.9% · 72 pct, sector of 98
  • 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+4.1% · 89 pct, sector of 66
2 not measured: Financial health, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • 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

ZVIA filings, in plain words

Are Zevia PBC insiders buying or selling ZVIA?

In the 180 days to 2026-10-28, Zevia PBC insiders were net sellers, a net $4.1M across purchases and sales reported on Form 4, by 1 seller.

Read the full summary

In the 180 days to 2026-10-28, Zevia PBC insiders were net sellers of ZVIA, a net $4.1M across purchases and sales reported on Form 4 by 1 seller. Most of that figure, $4.1M, came from a holder of 10% or more rather than an officer or director. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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