Welcome to our dedicated page for Black Rock Coffee Bar SEC filings (Ticker: BRCB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Black Rock Coffee Bar, Inc. (Nasdaq: BRCB), an emerging growth company that operates guest-centric, drive-thru coffee bars. Through its registration statements, current reports and other filings, the company details its business model, capital structure and financial performance.
In its Form S-1 and subsequent amendments, Black Rock Coffee Bar describes its origins in 2008 in Beaverton, Oregon, its incorporation in Texas, and its use of an Up-C structure in which Black Rock Coffee Bar, Inc. is a holding company whose sole asset consists of LLC units of Black Rock Coffee Holdings, LLC (Black Rock OpCo). These filings explain the company’s three classes of common stock (Class A, Class B and Class C), the voting rights associated with each class and the absence of economic rights for Class B and Class C shares.
Filings such as Form 8-K document material events, including the completion of the initial public offering of Class A common stock on the Nasdaq Global Market under the ticker BRCB, the entry into a new credit agreement providing term loan and revolving credit facilities, and the termination of prior credit arrangements. Earnings-related 8-Ks furnish press releases and conference call transcripts that discuss quarterly results, store revenue, same store sales, store-level profit, Adjusted EBITDA and other non-GAAP measures.
On Stock Titan, these SEC documents are updated in near real time from EDGAR, and AI-powered summaries help explain key elements of lengthy filings, such as the implications of the multi-class share structure, the Tax Receivable Agreement, voting agreements and new financing arrangements. Users can quickly locate annual and quarterly reports when they become available, review current reports on material events and examine exhibits that outline credit agreements, pledges and security agreements, and governance documents like the amended and restated certificate of formation and bylaws.
For investors analyzing BRCB, the filings on this page offer detailed insight into Black Rock Coffee Bar’s organizational structure, risk factors, non-GAAP metrics and the contractual frameworks that shape its operations and capital structure.
Black Rock Coffee Bar, Inc. Schedule 13G filing reports that Tyson Switzenberg is deemed to beneficially own 2,308,915 shares of Class A Common Stock, representing 11.4% of the class based on a pro forma total of 20,326,386 shares outstanding as of April 1, 2026. The filing states his voting and dispositive powers stem from serving as investment advisor to the Brand Irrevocable Trusts, which hold 1,091,909 and 1,217,006 LLC Units of Black Rock Coffee Holdings, LLC that are convertible one-for-one into Class A Common Stock.
Black Rock Coffee Bar, Inc. is asking shareholders to vote at its fully virtual 2026 annual meeting on May 27, 2026 at 9:00 a.m. Pacific Time. Shareholders will elect two Class I directors, Jeff Hernandez and Kristina Cashman, to terms running until the 2029 meeting and vote on ratifying Deloitte & Touche LLP as independent auditor for 2026.
Holders of Class A, B, and high‑vote Class C common stock vote together as a single class, with Class C carrying ten votes per share and representing 88.4% of voting power as of April 1, 2026, so insiders retain effective control. The proxy also describes the March 2026 replacement of KPMG by Deloitte without audit opinion disagreements, prior internal control material weaknesses identified for 2024, board and committee structure, director and executive roles, and the company’s controlled‑company exemptions from certain Nasdaq governance requirements.
Viking Cake BR, LLC and related parties amend their ownership filing for Black Rock Coffee Bar, Inc., reporting beneficial ownership of 5,809,391 shares equivalent of Class A Common Stock, or 24.9% of the class assuming conversion of their LLC Units.
The units are held through Viking Cake Fuel, LLC and paired with an equal number of Class C Common shares that are cancelled upon conversion. The ownership calculations assume 23,287,843 Class A shares would be outstanding after converting these units, based on 17,478,452 Class A shares outstanding as of March 1, 2026.
Daniel Brand and Jeffrey Hernandez are listed as reporting persons through their roles with Viking Cake, while each disclaims beneficial ownership beyond their pecuniary interest. Brand was removed on March 6, 2026 as investment advisor to two Hernandez family trusts and no longer has voting or investment power over shares held by those trusts. The group reports no other transactions in the past 60 days aside from those described in Item 4.
Black Rock Coffee Bar, Inc. Schedule 13G disclosure shows Samuel W. Weatherford and Gordon Scharf report common-interest voting and dispositive power over LLC units convertible into Class A Common Stock. Mr. Weatherford is reported with 3,415,380 shares (representing 16.3% of Class A on a conversion basis) and Mr. Scharf with 2,904,695 shares (14.3%). The cover text explains these amounts derive from LLC Units held by the Pereboom Trusts and Aureata Fuel, LLC, and that holders of LLC Units may elect redemption for Class A shares on a one-for-one basis; the Weatherford and Scharf filings assume conversion into Class A to calculate percentage ownership using stated totals of 20,893,832 and 20,383,147 shares outstanding respectively.
Black Rock Coffee Bar Inc — Amendment No. 1 to a Schedule 13G filed by The Vanguard Group states Vanguard reports beneficial ownership of 0 shares, representing 0% of common stock as a result of an internal realignment described under SEC Release No. 34-39538 (January 12, 2026). The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Black Rock Coffee Bar, Inc. disclosure: Brandon J. Olson reports beneficial ownership of 4,320,385 shares of Class A Common Stock, representing 19.8% of the class. The filing states this figure reflects conversion of LLC units into Class A shares and assumes total Class A outstanding of 21,798,837 (which combines 17,478,452 outstanding as of March 1, 2026 and 4,320,385 issuable upon conversion). The filing describes Mr. Olson as investment advisor/manager to entities holding the LLC units and disclaims direct beneficial ownership except to the extent of his pecuniary interest.
Black Rock Coffee Bar, Inc. received an updated Schedule 13D/A reflecting significant changes in large shareholder positions. Viking Cake BR, LLC and its subsidiary Viking Cake Fuel, LLC report beneficial ownership of 5,809,391 LLC Units and corresponding Class C shares, representing 24.9 % of Class A Common Stock on an as-converted basis. Daniel Brand is reported as beneficially owning 11,587,473 LLC Units through various entities and trusts, equal to 39.9 % of the Class A shares on an as-converted basis. On March 20, 2026, Viking Cake Fuel transferred 5,809,390 LLC Units and matching Class C shares to Viking Cake BR, which then distributed the same amount to certain members, causing Jake Spellmeyer and Bryan Pereboom to fall below five percent ownership. On March 23, 2026, Viking Cake Fuel amended its margin loan so Aureata Fuel, LLC and Vahalda Fuel, LLC each assumed a pro rata share of the loan obligations.
Black Rock Coffee Bar, Inc. reported an insider-related restructuring involving 5,809,390 LLC Units and the same number of shares of Class C common stock. These interests were transferred by Viking Cake Fuel, LLC to Viking Cake BR, LLC, then distributed by Viking Cake to certain of its members in exchange for their membership interests.
The holdings are indirect, through Viking Cake and its subsidiary Viking Cake Fuel, over which Jeffrey Robert Hernandez has voting and investment power, while disclaiming beneficial ownership except for his pecuniary interest. Each LLC Unit and matching Class C share can be exchanged on a one-for-one basis for Class A common stock or, at the issuer’s election, cash. Each outstanding Class C share will automatically convert into Class B common stock on a one-for-one basis by September 15, 2035, or earlier if specified ownership thresholds are not maintained.
Viking Cake Fuel, LLC, a major holder of Black Rock Coffee Bar, Inc., reported an internal restructuring of its ownership interests. On March 20, 2026, it recorded two related “J” code transactions classified as other acquisitions or dispositions, each involving 5,809,390 instruments.
One entry covers LLC Units of Black Rock Coffee Holdings, LLC paired with an equal number of shares of Class C common stock, both ultimately exchangeable or redeemable on a one-for-one basis into Class A common stock or cash at the issuer’s election, as described in the footnotes. A footnote states that on this date Viking Cake Fuel, LLC transferred 5,809,390 shares of Class C common stock and an equal number of LLC Units to its parent, Viking Cake BR, LLC. The filing shows no open-market buying or selling, and total holdings reported after the transactions were 5,809,391 LLC Units and 5,809,391 shares of Class C common stock.