SCHEDULE: Roger K. Deromedi Discloses 5.54% Stake in Utz Brands

Roger K. Deromedi has filed an amended Schedule 13G, disclosing beneficial ownership of 5.54% of Utz Brands, Inc.'s Class A Common Stock as of September 30, 2025.

Summary

• Roger K. Deromedi reported beneficial ownership of 4,772,885 shares of Utz Brands, Inc. Class A Common Stock.
• This stake represents 5.54% of the Class A Common Stock outstanding.
• The percentage is calculated based on 86,201,901 Class A Shares outstanding as of July 28, 2025, as reported in the Issuer's Form 10-Q filed on July 31, 2025.
• The shares are held across various entities, including the Roger K. Deromedi Revocable Trust (2,516,736 shares), Roger K. Deromedi Irrevocable Grantor Retained Annuity Trust dated 11/01/2021 (461,401 shares), directly by Mr. Deromedi (25,379 shares), Roger K. Deromedi Irrevocable Generation Skipping Trust (360,000 shares), Roger K. Deromedi Irrevocable Grantor Retained Annuity Trust u/a/d 2/22/2024 (409,369 shares), and Roger K Deromedi Irrevocable Grantor Retained Annuity Trust u/a/d 11/19/2024 (1,000,000 shares).
• Mr. Deromedi disclaims beneficial ownership of 360,000 shares held by the Roger K. Deromedi Irrevocable Generation Skipping Trust, as his spouse holds voting and dispositive power over these shares.

Sentiment

Score: 7

Explanation: The disclosure of a significant 5.54% beneficial ownership stake by Roger K. Deromedi, a prominent individual, suggests a continued belief in the value and prospects of Utz Brands, Inc. While a portion is disclaimed due to spousal control, the overall reported stake is substantial and generally viewed as a positive signal of investor confidence.

Positives

• A significant beneficial ownership stake (5.54%) by an individual, Roger K. Deromedi, may signal confidence in the company's long-term prospects.
• The continued disclosure of a substantial stake by a key individual can be viewed positively by investors, indicating alignment of interests.

Negatives

• No explicit negative information is contained in this ownership disclosure filing.

Risks

• No specific risks related to the company's operations or financial health are disclosed in this beneficial ownership filing. The only inherent risk is the potential for future changes in this ownership stake.

Future Outlook

NA

Industry Context

This filing is a standard disclosure of beneficial ownership by an individual and does not provide specific insights into broader industry trends or competitive landscape for Utz Brands, Inc. It primarily reflects an individual's investment position within the consumer packaged goods sector.

Related Party Transactions

• The filing details beneficial ownership across several trusts associated with Roger K. Deromedi and his spouse, including the Roger K. Deromedi Revocable Trust, various Irrevocable Grantor Retained Annuity Trusts, and the Roger K. Deromedi Irrevocable Generation Skipping Trust. These entities are related to the reporting person, but the filing primarily serves as an ownership disclosure rather than a report of specific related party transactions with the issuer.

Stakeholder Impact

• Shareholders: The disclosure of a significant individual stake may reassure other shareholders about insider confidence and alignment of interests.
• Management: A substantial individual stake could imply increased scrutiny or influence from the reporting person, potentially aligning interests with long-term value creation.

Key Dates

Recommendation

This Schedule 13G filing primarily serves as a disclosure of beneficial ownership by Roger K. Deromedi, indicating a significant 5.54% stake in Utz Brands, Inc. While a substantial individual holding can signal confidence, this filing alone does not provide new operational or financial data to warrant a 'buy' or 'sell' recommendation. It confirms a continued, material insider interest. Investors should 'hold' and consider this information in conjunction with the company's financial performance, strategic initiatives, and broader market conditions.

Keywords

Utz Brands, Roger K. Deromedi, Beneficial Ownership, Schedule 13G, Class A Common Stock, Equity Stake, Investor Disclosure, UTZ