SCHEDULE 13G/A: Farmer Bros. Co. 401(k) Plan Amends Beneficial Ownership to 9.8% Stake in Company

Sentiment:

Beneficial Ownership Disclosure (Schedule 13G Amendment)


The Farmer Bros. Co. 401(k) Plan has filed an Amendment No. 4 to its Schedule 13G, disclosing beneficial ownership of 9.8% of Farmer Bros. Co. common stock as of December 31, 2024.

Summary

  • The Farmer Bros. Co. 401(k) Plan, an employee benefit plan, filed an Amendment No. 4 to its Schedule 13G.
  • As of December 31, 2024, the Plan beneficially owned 2,095,927.03 shares of Farmer Bros. Co. Common Stock.
  • This ownership represents 9.8% of the total class of securities.
  • The Plan holds shared voting power and shared dispositive power over all 2,095,927.03 shares.
  • The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The document is a factual, routine compliance filing regarding beneficial ownership and does not convey positive or negative sentiment regarding the company's performance or prospects.

Future Outlook

This document is a beneficial ownership disclosure and does not contain forward-looking statements or guidance regarding the company's future outlook.

Management Comments

  • Jared Vitemb, Vice President of Farmer Bros. Co. and Administrator of the Reporting Person, certified that the information set forth in the statement is true, complete, and correct to the best of his knowledge and belief.

Industry Context

This filing is a routine disclosure of beneficial ownership by an internal employee benefit plan, which is common across various industries. It does not provide specific insights into broader industry trends or competitive dynamics within the coffee and food service sector.

Stakeholder Impact

  • Shareholders: Provides transparency regarding the beneficial ownership stake held by the company's 401(k) plan, indicating a significant internal holding.
  • Employees: Confirms the substantial investment by the company's employee benefit plan in the company's common stock.

Key Dates

DateDescription
12/31/2024Date of event which requires the filing of this statement (beneficial ownership calculation date).
02/10/2025Date the Schedule 13G Amendment No. 4 was signed and filed.

Keywords

Farmer Bros. Co., 401(k) Plan, Beneficial Ownership, Schedule 13G, Common Stock, SEC Filing, Employee Benefit Plan, Corporate Governance, Shareholder Disclosure

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