4/A: Vita Coco COO Burth Reports Equity Changes

Sentiment:

Insider Transaction Report 26 February 2026 5:17 PM

Jonathan Burth, Chief Operating Officer of Vita Coco Company, Inc., reported recent changes in his beneficial ownership of company stock, including PSU vesting and new option grants.

Summary

Jonathan Burth, Chief Operating Officer of Vita Coco Company, Inc. (COCO), reported changes in his beneficial ownership of company securities.
On February 20, 2026, Burth acquired 4,401 shares of common stock through a restricted stock unit (RSU) grant.
He also acquired 5,914 shares of common stock from the vesting of Performance Stock Units (PSUs) originally granted on March 10, 2023, based on 100% performance achievement.
Concurrently, 3,271 shares were disposed of to cover tax withholding obligations related to the PSU vesting, a non-discretionary transaction.
Following these transactions, Burth directly owns 80,891 shares of common stock.
Additionally, Burth acquired 22,750 Performance Options and holds various Non-Qualified Stock Options with exercise prices ranging from $10.178 to $33.36 and various vesting schedules.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a routine insider transaction filing, reflecting standard equity compensation practices and the achievement of performance targets for the COO, which is generally a positive sign for executive alignment.

Positives

100% performance achievement for Performance Stock Units (PSUs) granted on March 10, 2023, resulting in the vesting of 5,914 shares, indicating the company met its internal targets.
Grant of 4,401 restricted stock units and 22,750 performance options, aligning the Chief Operating Officer's incentives with the company's long-term performance and retention.

Negatives

Disposition of 3,271 shares to cover tax withholding obligations, which is a routine but non-discretionary reduction in direct shareholdings.

Future Outlook

The vesting schedules for restricted stock units and stock options indicate future equity accumulation tied to the Chief Operating Officer's continued service and potentially future company performance.

Industry Context

StockSavvy.ai notes that insider transaction filings like Form 4/A provide transparency into executive compensation and ownership, which can signal management's confidence in the company's future. For consumer beverage companies like Vita Coco, executive equity incentives are common for aligning leadership with long-term shareholder value.

Comparison to Industry Standards

This filing details standard equity compensation practices (Restricted Stock Units, Performance Stock Units, stock options) for a public company executive.
These types of awards are typical across various industries, including consumer packaged goods, to incentivize long-term performance and retention.

Stakeholder Impact

Shareholders: Increased transparency regarding executive ownership and compensation structure. The vesting of PSUs at 100% performance achievement could be seen positively as it indicates the company met its internal targets.
Employees: No direct impact mentioned beyond the COO's compensation.

Next Steps

Future vesting of 4,401 restricted stock units in four annual equal installments on each anniversary of the grant date.
Future vesting of various non-qualified stock options according to their respective schedules, contingent on continuous service.

Key Dates

Date	Description
11/27/2022	Start of vesting for Non-Qualified Stock Option with $15 exercise price.
03/10/2023	Grant date of Performance Stock Units that vested on February 20, 2026.
03/10/2024	Start of vesting for Non-Qualified Stock Option with $16.91 exercise price.
03/04/2025	Start of vesting for Non-Qualified Stock Option with $26.18 exercise price.
08/15/2025	Start of vesting for Non-Qualified Stock Option with $15.36 exercise price.
02/20/2026	Transaction date for all reported equity changes, including RSU grant, PSU vesting, tax withholding, and performance option grant.
02/24/2026	Date of original Form 4 filing (this is an amendment).
02/26/2026	Signature date of the amended Form 4.
12/16/2029	Expiration date for certain fully vested Non-Qualified Stock Options.
02/10/2030	Expiration date for Performance Options and certain fully vested Non-Qualified Stock Options.
01/11/2031	Expiration date for certain fully vested Non-Qualified Stock Options.
10/21/2031	Expiration date for certain Non-Qualified Stock Options.
08/15/2032	Expiration date for certain Non-Qualified Stock Options.
03/10/2033	Expiration date for certain Non-Qualified Stock Options.
03/04/2034	Expiration date for certain Non-Qualified Stock Options.
03/04/2035	Expiration date for certain Non-Qualified Stock Options.

Recommendation

hold

This Form 4/A filing details routine equity compensation transactions for the Chief Operating Officer, including the vesting of performance-based units and new grants. While the 100% achievement of PSU targets is positive, indicating met internal performance goals, the filing does not contain new financial performance data or strategic updates that would warrant a change in investment recommendation. It primarily provides transparency on executive ownership and incentive alignment, supporting a 'hold' stance for existing investors.

Keywords

Vita Coco Company, COCO, Jonathan Burth, Insider Trading, SEC Form 4, Stock Options, Restricted Stock Units, Performance Stock Units, Equity Compensation, Beneficial Ownership

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