MARGOLIS HARRY enters ZEVIA PBC with 720K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 7/21/2021ACC: 0000899243-21-029393
Officer· Chief Operating Officer
Since Jul 2021
720K
Baseline shares
100% direct
720K
Direct ownership
1 position
230.59K
Derivative underlying
2 instruments
1
Security positions
All direct
Non-Derivative Holdings1
Class A Common Stock
DirectShares owned720K
Total
720K direct720K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 720K | Direct |
| Total | 720K | 720K direct |
Derivative Holdings2
Restricted Phantom Units
DirectUnderlying security
Class A Common Stock
Underlying shares
90K
Shares owned
N/A
Exercise price
0.01
Expiration
—
Exercise window
—
Stock Option (Right to Buy)
IndirectUnderlying security
Class A Common Stock
Underlying shares
140.59K
Shares owned
N/A
Exercise price
0.01
Expiration
—
Exercise window
—
Total
Underlying
230.59K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Restricted Phantom Units Direct | Class A Common Stock | 0.01 | — | — | 90K | N/A |
| Stock Option (Right to Buy) Indirect | Class A Common Stock | 0.01 | — | — | 140.59K | N/A |
| Total | 230.59K | 0.00 | ||||