Public ownership evidence

Dutch Bros Inc. (BROS) Ownership Disclosures

Read BROS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Dutch Bros Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-15
Trade date
2026-08-13
Reporting owners
Penegor Todd Allan
Code
P
Shares
2,000
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001866581-26-000137
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BROS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BROS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-08-152026-08-13Penegor Todd AllanP2,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-283,133$224,802None
Redwood Investment Management, LLC2025-03-312026-08-2821,174$1,307,000None
Principia Wealth Advisory, LLC2026-06-302026-08-278$574None
Principia Wealth Advisory, LLC2026-03-312026-08-278$405None
Advisors Asset Management, Inc.2024-03-312026-08-27873$28,809None
Advisors Asset Management, Inc.2023-09-302026-08-27804$18,693None
Advisors Asset Management, Inc.2023-12-312026-08-27882$27,933None
Redwood Investment Management, LLC2025-06-302026-08-2719,938$1,363,000None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-264,700$238,102None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2618,400$1,321,304None
CARLSON FINANCIAL, INC.2026-06-302026-08-2521,239$1,525,186None
CARLSON FINANCIAL, INC.2026-03-312026-08-2520,854$1,056,482None
CARLSON FINANCIAL, INC.2025-12-312026-08-2520,736$1,269,474None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25147,060$10,560,379None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2510,560,379$147,060,000None
Bernard Wealth Management Corp.2026-06-302026-08-22815$58,526None
Advisors Asset Management, Inc.2024-09-302026-08-22780$24,983None
Advisors Asset Management, Inc.2024-06-302026-08-22857$35,480None
ASHFORD CAPITAL MANAGEMENT INC2026-06-302026-08-22150,700$10,821,767None
Archer Investment Corp2026-06-302026-08-201,400$100,534None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,650$692,966None
Copia Wealth Management2026-06-302026-08-191,595$114,537None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-194,200$301,602None
Caitlin John, LLC2026-06-302026-08-18500$35,905None
Corient Private Wealth LP2026-06-302026-08-183,132$224,730None
Empowered Funds, LLC2026-06-302026-08-1832,399$2,326,572None
Empowered Funds, LLC2026-06-302026-08-18399$28,652None
Empowered Funds, LLC2026-06-302026-08-1877$5,529None
Transamerica Financial Advisors, LLC2026-06-302026-08-184$287None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1824,490$1,758,627None
Jefferies Financial Group Inc.2026-06-302026-08-1816,000$1,148,960Call
Jefferies Financial Group Inc.2026-06-302026-08-186,276$450,742None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18102,771$7,379,986None
EFG International AG2026-06-302026-08-15424$30,447None
EFG International AG2026-06-302026-08-1525$1,795None
EFG International AG2026-06-302026-08-1574,501$5,356,622None
Genesis Financial Group, LLC2026-06-302026-08-156,000$430,860None
Investors Portfolio Services LLC2026-06-302026-08-1557$4,093None
AMERIFLEX GROUP, INC.2026-06-302026-08-15292$20,968None
CAXTON ASSOCIATES LLP2026-06-302026-08-153,684$264,548None
SEI INVESTMENTS CO2026-06-302026-08-15259,961$18,667,799None
SEI INVESTMENTS CO2026-06-302026-08-15528$37,910None
Seneschal Advisors, LLC2026-06-302026-08-15100$7,181None
Glen Eagle Advisors, LLC2026-06-302026-08-151,205$86,531None
KEYSTONE INVESTORS PTE LTD2026-06-302026-08-15197,848$14,207,465None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15494$35,494None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,564$184,121None
Federation des caisses Desjardins du Quebec2026-06-302026-08-158,109$582,307None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-154,114$295,426None
Nemes Rush Group LLC2026-06-302026-08-151,333$95,723None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Redwood Investment Management, LLC ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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