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BRCBBlack Rock Coffee Bar, Inc. · Insider ownership research

Black Rock Coffee Bar, Inc. insiders: what they own and what they did with it

None of it through sales. No officer or director reported an open-market sale in this period.

Updated Oct 13, 2026 from SEC filings · covers Oct 14, 2025 to Oct 13, 2026
3
buyers among officers and directors (5 trades), past 12 months
0 of 18
officers and directors sold shares, past 12 months
Latest filing: Filed May 28 for a stock award on May 27. Daniel Brand received an award of 11K shares. Filing
SEC ownership filings: 27 filed in the 12 months to Oct 13, 2026; 53 on record since Sep 12, 2025 · See the evidence

What stands out

Three officers bought shares: Clay Geyer (46K shares, $300K), Michael Schmidt (7.1K shares, $50K) and Jessica Wegener-Beyer (3.1K shares, $20K). These are the first purchases by current officers or directors in the filings on record.Clay Geyer: purchase, May 21, 2026 · Michael Schmidt: purchase, May 20, 2026 · Jessica Wegener-Beyer: purchase, May 20, 2026

No officer or director sold shares in this period. 18 are left out

i
Left out: Daniel Brand, Jeffrey Hernandez, Bryan Pereboom, Jacob Spellmeyer, Mark Davis, Robert Kaufmann, Samuel Seiberling, William MacIntosh, Clay Geyer, Jessica Wegener-Beyer, Rodderick Booth, Derek Tonn, Richard Federico, Sarah Goldsmith-Grover, Andrew Braithwaite, Kristina Cashman, Jon Vingo Jr. and Michael Schmidt (share of stake is being verified).
Disclosed company stock is not an insider's whole wealth.

Recent activity

Past 30 days, Sep 14, 2026 to Oct 13, 2026

No officer or director trades were reported for the past 30 days. The most recent before that:

May 22, 2026Clay Geyer bought 933 shares ($6K).
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Clay Geyer
Chief Operating Officer
933$6.86 avgn/an/aMay 22, 2026May 22, 2026 +1 more

Outside holders, reported separately

Viking Cake BR, LLC and Cynosure Group, LLC reported no open-market sales in the past 12 months. Large shareholders and the funds or companies that board members represent are not part of management, so they are left out of the figures above.

Details

Common questions

Is the Black Rock Coffee Bar, Inc. CEO selling stock?

No. Mark Davis reported no open-market sales in the past 12 months.

Are any Black Rock Coffee Bar, Inc. insiders buying?

Yes. 3 officers or directors reported 5 purchases in the past 12 months (Form 4 code P; rows the filings describe as reinvested dividends, plan purchases, private deals or moves into the person's own trust are not counted).

The evidence

Who sold0 officers and directors: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan

Outside holder, reported separately: Viking Cake BR, LLC (a 10% owner, not part of management). No open-market sales reported in the period. Latest filing

Outside holder, reported separately: Cynosure Group, LLC (a 10% owner, not part of management). No open-market sales reported in the period. Latest filing

The full ownership picture0 of 18 officers and directors confirmed

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 13, 2025SoldHeld Oct 13, 2026Still held
Daniel Brand
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Daniel Brand are complete.
Director
n/a−11.62Mn/an/a
Vesting, gifts, unvested awards and holding lines for Daniel Brand

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Daniel Brand are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Jeffrey Hernandez
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jeffrey Hernandez are complete.
Director
n/a−11.62Mn/an/a
Vesting, gifts, unvested awards and holding lines for Jeffrey Hernandez

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jeffrey Hernandez are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Bryan Pereboom
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Bryan Pereboom are complete.
10% owner
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Bryan Pereboom

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Bryan Pereboom are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Jacob Spellmeyer
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jacob Spellmeyer are complete.
10% owner
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Jacob Spellmeyer

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jacob Spellmeyer are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Mark Davis
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Mark Davis are complete.
Chief Executive Officer, Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Mark Davis

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Mark Davis are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
381,097$20.00Sep 10, 2035$0

Estimate: options held × ($6.90 − strike price), using the most recent insider trade price on Form 4 (May 22, 2026), not a market close.

Robert Kaufmann
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Robert Kaufmann are complete.
Chief Development Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Robert Kaufmann

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Robert Kaufmann are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
25,406$20.00Sep 10, 2035$0

Estimate: options held × ($6.90 − strike price), using the most recent insider trade price on Form 4 (May 22, 2026), not a market close.

Samuel Seiberling
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Samuel Seiberling are complete.
Chief Legal Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Samuel Seiberling

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Samuel Seiberling are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
76,219$20.00Sep 10, 2035$0

Estimate: options held × ($6.90 − strike price), using the most recent insider trade price on Form 4 (May 22, 2026), not a market close.

William MacIntosh
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for William MacIntosh are complete.
Chief IR Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for William MacIntosh

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for William MacIntosh are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
25,406$20.00Sep 10, 2035$0

Estimate: options held × ($6.90 − strike price), using the most recent insider trade price on Form 4 (May 22, 2026), not a market close.

Clay Geyer
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Clay Geyer are complete.
Chief Operating Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Clay Geyer

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Clay Geyer are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
25,406$20.00Sep 10, 2035$0

Estimate: options held × ($6.90 − strike price), using the most recent insider trade price on Form 4 (May 22, 2026), not a market close.

Jessica Wegener-Beyer
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jessica Wegener-Beyer are complete.
Chief Marketing Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Jessica Wegener-Beyer

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jessica Wegener-Beyer are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
25,406$20.00Sep 10, 2035$0

Estimate: options held × ($6.90 − strike price), using the most recent insider trade price on Form 4 (May 22, 2026), not a market close.

Rodderick Booth
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Rodderick Booth are complete.
Chief Financial Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Rodderick Booth

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Rodderick Booth are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
76,219$20.00Sep 10, 2035$0

Estimate: options held × ($6.90 − strike price), using the most recent insider trade price on Form 4 (May 22, 2026), not a market close.

Derek Tonn
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Derek Tonn are complete.
Senior VP, IT & Analytics
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Derek Tonn

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Derek Tonn are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
12,703$20.00Sep 10, 2035$0

Estimate: options held × ($6.90 − strike price), using the most recent insider trade price on Form 4 (May 22, 2026), not a market close.

Richard Federico
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Richard Federico are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Richard Federico

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Richard Federico are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Sarah Goldsmith-Grover
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Sarah Goldsmith-Grover are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Sarah Goldsmith-Grover

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Sarah Goldsmith-Grover are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Andrew Braithwaite
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Andrew Braithwaite are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Andrew Braithwaite

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Andrew Braithwaite are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Kristina Cashman
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Kristina Cashman are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Kristina Cashman

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Kristina Cashman are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Jon Vingo Jr.
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jon Vingo Jr. are complete.
Chief Development Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Jon Vingo Jr.

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jon Vingo Jr. are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
95,240$7.16May 14, 2036$0

Estimate: options held × ($6.90 − strike price), using the most recent insider trade price on Form 4 (May 22, 2026), not a market close.

Michael Schmidt
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Michael Schmidt are complete.
Principal Accounting Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Michael Schmidt

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Michael Schmidt are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Holdings and share of stake for Black Rock Coffee Bar, Inc. are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.

Known gaps and uncertainty18 officers and directors not confirmed

Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Black Rock Coffee Bar, Inc. are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology53 filings on record, 27 filed in the 12-month period, and how we read them

All 53 Forms 3, 4 and 5 on record for Black Rock Coffee Bar, Inc. (SEC CIK 2068577), filed from Sep 12, 2025 to May 28, 2026; 27 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 13, 2026. Prices are the ones reported in each filing, often weighted averages.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Spotted something wrong on this page? Report an error. We check every report against the SEC filing and list what we fix in the corrections log.