Solo Brands, Inc.

OTCPK:SBDS Stock Report

Market Cap: US$10.4m

Solo Brands Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

OTCPK:SBDS Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
31 Mar 26BuyUS$9,998John LarsonIndividual2,559US$3.91
30 Mar 26BuyUS$9,000Andrea TarboxIndividual2,211US$4.07
30 Mar 26BuyUS$14,999John LarsonIndividual4,073US$3.68
30 Mar 26BuyUS$5,655Elisabeth VanzuraIndividual1,500US$3.77

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SBDS?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders149,7895.85%
Institutions233,9809.14%
General Public1,075,23942%
VC/PE Firms1,100,87043%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.98% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
43%
Summit Partners, L.P.
1,100,870US$4.5m47.4%0.59%
4.77%
Arbour Lane Capital Management LP
121,999US$494.1k0%no data
3.72%
John Larson
95,155US$385.4k9.15%no data
1.5%
Barclays Bank Plc
38,297US$155.1k0%no data
0.74%
Geode Capital Management, LLC
18,988US$76.9k11.6%no data
0.73%
Wealth Architects, LLC
18,603US$75.3k0%0.01%
0.66%
Vanguard Capital Management, LLC
16,830US$68.2k0%no data
0.53%
Christopher Metz
13,661US$55.3k0%no data
0.39%
UBS Asset Management AG
9,864US$39.9k212%no data
0.35%
Elisabeth Vanzura
8,947US$36.2k20.1%no data
0.27%
Vanguard Fiduciary Trust Company
6,806US$27.6k154%no data
0.26%
Andrea Tarbox
6,584US$26.7k50.6%no data
0.21%
Laura Schack
5,337US$21.6k264%no data
0.2%
Michael Dennison
5,061US$20.5k0%no data
0.19%
David Powers
4,923US$19.9k0%no data
0.18%
John Merris
4,620US$18.7k0%no data
0.079%
David McGuire
2,034US$8.2k297%no data
0.057%
Laura Coffey
1,466US$5.9k0%no data
0.042%
Morgan Stanley
1,064US$4.3k-2.47%no data
0.032%
Christopher Blevins
831US$3.4k2.47%no data
0.028%
Paul Seeds
726US$2.9k0%no data
0.019%
Tower Research Capital Europe Limited
478US$1.9k0%no data
0.017%
Kent Christensen
444US$1.8k0%no data
0.015%
Citigroup Inc.
380US$1.5k-0.26%no data
0.01%
Dimensional Fund Advisors LP
263US$1.1k-18.1%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/09 03:13
End of Day Share Price 2026/07/09 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Solo Brands, Inc. is covered by 5 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Robert OhmesBofA Global Research
Brian McNamaraCanaccord Genuity
Randal KonikJefferies LLC