BROS's three largest insider shareholders as of March 23, 2026 are Joth Ricci (Ceo, 1.98Mn shares), Charles Jemley (Chief Financial Officer, 1.07Mn shares), Brian Maxwell (Chief Operating Officer, 1.00Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Joth Ricci | Ceo | 1,976,335 | 0 | 02 Aug, 2023 |
| Charles Jemley | Chief Financial Officer | 0 | 1,070,032 | 11 Mar, 2024 |
| Brian Maxwell | Chief Operating Officer | 1,003,620 | 0 | 22 Mar, 2024 |
| John Patrick Graham | Chief Marketing Officer | 256,978 | 0 | 04 Jan, 2023 |
| John Patrick Graham | Chief Marketing Officer | 0 | 172,000 | 12 Nov, 2021 |
| Christine Barone | Ceo And President | 86,604 | 0 | 02 Mar, 2026 |
| Joshua J Guenser | Chief Financial Officer | 30,260 | 0 | 02 Mar, 2026 |
| Victoria J Tullett | Chief Legal Officer | 26,228 | 0 | 02 Mar, 2026 |
| Stephen Gillett | 18,063 | 0 | 24 Feb, 2026 | |
| Tana Davila | Chief Marketing Officer | 17,696 | 0 | 02 Mar, 2026 |
| Tana Davila | Chief Marketing Officer | 17,696 | 0 | 02 Mar, 2026 |
| Trust Aggregator, Llc Dm | 15,610 | 0 | 26 Nov, 2025 | |
| Thomas James Davis | 13,677 | 0 | 24 Feb, 2026 | |
| Kathryn George | 13,677 | 0 | 24 Feb, 2026 | |
| Ann M Miller | 10,880 | 0 | 24 Feb, 2026 | |
| Sumitro Ghosh | President Of Operations | 10,321 | 0 | 04 Mar, 2025 |
| Travis Boersma | Executive Chairman Of Board | 0 | 9,817 | 26 Nov, 2025 |
| Individual Aggregator, Llc Dm | 9,817 | 0 | 26 Nov, 2025 | |
| C. David Cone | 5,996 | 0 | 24 Feb, 2026 | |
| Blythe Jack | 3,263 | 0 | 02 Jan, 2024 | |
| Gerard Johan Hart | 3,017 | 0 | 24 Feb, 2026 | |
| Todd Allan Penegor | 2,914 | 0 | 24 Feb, 2026 | |
| Kory Marchisotto | 1,749 | 0 | 24 Feb, 2026 | |
| Sean B.A. Sullivan | 1,612 | 0 | 15 May, 2024 | |
| Nick Daddario | Chief Accounting Officer | 1,033 | 0 | 24 Feb, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Mar, 2026 | Joshua J Guenser | Class A Common Stock | A | 11,403 | $0.00 | 28,261 | D | M |
| 01 Mar, 2026 | Nick Daddario | Restricted Stock Units | A | 5,036 | $0.00 | 5,036 | D | A |
| 01 Mar, 2026 | Tana Davila | Class A Common Stock | A | 5,617 | $0.00 | 19,221 | D | M |
| 01 Mar, 2026 | Christine Barone | Class A Common Stock | A | 29,306 | $0.00 | 75,750 | D | M |
| 01 Mar, 2026 | Tana Davila | Class A Common Stock | A | 5,617 | $0.00 | 19,221 | D | M |
| 01 Mar, 2026 | Victoria J Tullett | Class A Common Stock | A | 7,033 | $0.00 | 22,568 | D | M |
| 01 Mar, 2026 | Joshua J Guenser | Class A Common Stock | D | 4,631 | $53.61 | 23,630 | D | F |
| 01 Mar, 2026 | Tana Davila | Class A Common Stock | D | 1,525 | $53.61 | 17,696 | D | F |
| 01 Mar, 2026 | Christine Barone | Class A Common Stock | D | 12,265 | $53.61 | 63,485 | D | F |
| 01 Mar, 2026 | Tana Davila | Class A Common Stock | D | 1,525 | $53.61 | 17,696 | D | F |
| 01 Mar, 2026 | Victoria J Tullett | Class A Common Stock | D | 1,889 | $53.61 | 20,679 | D | F |
| 01 Mar, 2026 | Tana Davila | Restricted Stock Units | A | 8,393 | $0.00 | 8,393 | D | A |
| 01 Mar, 2026 | Christine Barone | Class A Common Stock | A | 19,537 | $0.00 | 83,022 | D | M |
| 01 Mar, 2026 | Joshua J Guenser | Class A Common Stock | A | 11,403 | $0.00 | 35,033 | D | M |
| 01 Mar, 2026 | Victoria J Tullett | Class A Common Stock | A | 8,988 | $0.00 | 29,667 | D | M |
| 01 Mar, 2026 | Tana Davila | Restricted Stock Units | A | 8,393 | $0.00 | 8,393 | D | A |
| 01 Mar, 2026 | Tana Davila | Restricted Stock Units | D | 5,617 | $0.00 | 5,618 | D | M |
| 01 Mar, 2026 | Tana Davila | Restricted Stock Units | D | 5,617 | $0.00 | 5,618 | D | M |
| 01 Mar, 2026 | Christine Barone | Class A Common Stock | D | 8,177 | $53.61 | 74,845 | D | F |
| 01 Mar, 2026 | Joshua J Guenser | Class A Common Stock | D | 4,773 | $53.61 | 30,260 | D | F |