|
⚲
|
| Keyboard |
| Karat Packaging Inc | |
|---|---|
| Ticker | KRT |
| CIK # | 0001758021 |
| CUSIP | 48563L101 |
| Sector | Manufacturing - Plastics Products, Nec |
| Address | 6185 Kimball Avenue, Chino, 91708 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Karat Packaging Inc | 2018-12-21 | 1.9 M | Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001758021] | 10-K | |
| [0001758021] | 10-Q | |
| [0001758021] | 3 | |
| [0001758021] | 4 | |
| [0001758021] | 5 | |
| [0001758021] | 8-K | |
| [0001758021] | D | |
| [0001758021] | SC 13D |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Cheng Marvin | Karat Packaging Inc | [2021-10-06] | 37.17 |
| Yu Alan | Karat Packaging Inc | [2021-10-06] | 37.35 |
| Form 3/4/5 Filer | 2011 - 2026 |
|---|---|
| Guo Jian | |
| Karat Packaging Inc | |
| Quire Daniel | |
| Yu Alan | |
| Chen Eric K | |
| Yen Eve | |
| Chen Paul Y | |
| Cheng Marvin | |
| Wang Joanne Tzu Jung | |
| Lee Peter | |
| Sabahat Ann T |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Guo Jian
Common Stock
|
2025-11-12 | Buy | 1,361 | $22.11 | 30,092 |
|
Guo Jian
Stock Option (right to buy) · derivative
|
2025-08-15 | Option exercise | 2,450 | $0.00 | |
|
Guo Jian
Common Stock
|
2025-08-15 | Option exercise | 2,450 | $16.53 | 40,498 |
|
Cheng Marvin
Common Stock
|
2025-06-27 | Sell | 112,500 | $27.00 | 3,037,500 |
|
Yu Alan
Common Stock
|
2025-06-27 | Sell | 112,500 | $27.00 | 3,037,500 |
|
Cheng Marvin
Common Stock
|
2025-06-12 | Sell | 750,000 | $27.00 | 20,250,000 |
|
Yu Alan
Common Stock
|
2025-06-12 | Sell | 750,000 | $27.00 | 20,250,000 |
|
Guo Jian
Common Stock
|
2025-05-14 | Tax withheld | 2,779 | $30.04 | 83,481 |
|
Quire Daniel
Common Stock
|
2025-05-14 | Tax withheld | 2,073 | $30.04 | 62,273 |
|
Yu Alan
Common Stock
|
2025-05-14 | Tax withheld | 2,543 | $30.04 | 76,392 |
|
Guo Jian
Common Stock
|
2025-05-12 | Option exercise | 8,000 | ||
|
Yu Alan
Common Stock
|
2025-05-12 | Option exercise | 8,000 | ||
|
Quire Daniel
Common Stock
|
2025-05-12 | Option exercise | 8,000 | ||
|
Yu Alan
Restricted Stock Units · derivative
|
2025-05-12 | Option exercise | 8,000 | $0.00 | |
|
Guo Jian
Restricted Stock Units · derivative
|
2025-05-12 | Option exercise | 8,000 | $0.00 | |
|
Quire Daniel
Restricted Stock Units · derivative
|
2025-05-12 | Option exercise | 8,000 | $0.00 | |
|
Chen Eric K
Common Stock
|
2025-05-07 | Option exercise | 1,000 | ||
|
Yen Eve
Common Stock
|
2025-05-07 | Option exercise | 1,000 | ||
|
Yen Eve
Restricted Stock Units · derivative
|
2025-05-07 | Option exercise | 1,000 | $0.00 | |
|
Chen Paul Y
Restricted Stock Units · derivative
|
2025-05-07 | Option exercise | 1,000 | $0.00 | |
| showing 20 of 143 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 132 | 5,901,779 |
| 2025-12-31 | 124 | 5,998,870 |
| 2025-09-30 | 126 | 5,624,998 |
| 2025-06-30 | 129 | 6,023,152 |
| 2025-03-31 | 106 | 5,054,909 |
| 2024-12-31 | 103 | 4,825,030 |
| 2024-09-30 | 102 | 4,909,117 |
| 2024-06-30 | 102 | 4,938,390 |
| 2024-03-31 | 94 | 4,924,104 |
| 2023-12-31 | 96 | 4,834,144 |
| 2023-09-30 | 83 | 4,421,597 |
| 2023-06-30 | 53 | 4,197,510 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| CWA Asset Management Group LLC | [2026-06-30] | SOLE | 573 | 136,160 |
| Kings Path Partners LLC | [2026-06-30] | SOLE | 0 | 20,010 |
| Merit Financial Group LLC | [2026-06-30] | SOLE | 8 | 17,124 |
| Davenport & Company LLC | [2026-06-30] | SOLE | 14,525 | 14,525 |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 430 | 7,556 |
| Y-Intercept Hong Kong Ltd | [2026-06-30] | SOLE | 6,091 | 6,091 |
| Merit Financial Group LLC | [2026-06-30] | OTR | 0 | 1,099 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 1,089 | 1,089 |
| Financial Management Professionals Inc | [2026-06-30] | SOLE | 0 | 409 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 338 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 191 | 191 |
| 1620 Investment Advisors Inc | [2026-06-30] | SOLE | 135 | 135 |
| Gamma Investing LLC | [2026-06-30] | DFND | 83 | 83 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 66 |
| Capital Advisors Ltd LLC | [2026-06-30] | SOLE | 0 | 2 | Prev | Page 1 | Next |