Engaged Capital Holdings, LLC

CIK 1580769 · last filed 2024-09-17

Engaged Capital Holdings, LLC is a corporate insider who has filed 9 SEC Form 4 insider transactions across 4 companies since 2015. The most recent filing shows the insider bought $8.7M of BRCC on Sep 17, 2024. Across all open-market trades the lifetime net is −$68.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $10.1M across reported positions. The firm reports its address in Newport Beach, CA. 78 SEC filings were submitted jointly with Engaged Capital Flagship Master Fund, LP.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$10.14M

Companies

4

Total Filings

9

Lifetime Open-Market Net

-$68.09M

Filer Profile

Reported Address

610 NEWPORT CENTER DRIVE
SUITE 950
NEWPORT BEACH, CA 92660

Phone

(949) 734-7900

Related Filers

Engaged Capital Flagship Master Fund, LP — 78 joint filings, latest 2026-06-03

Engaged Capital LLC — 78 joint filings, latest 2026-06-03

Glenn W. Welling — 76 joint filings, latest 2026-06-03

Engaged Capital Flagship Fund, L.P. — 74 joint filings, latest 2024-05-03

Engaged Capital Flagship Fund, Ltd. — 74 joint filings, latest 2024-05-03

Engaged Capital I Offshore Ltd — 18 joint filings, latest 2016-06-03

Engaged Capital Master Feeder I, LP — 18 joint filings, latest 2016-06-03

Engaged Capital Co-Invest VI, LP — 13 joint filings, latest 2021-11-17

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
BRCC	10%+ Owner	62,761	$8.75	$549.2K	$14.98M	4	2024-09-17
SunOpta Inc. (STKL) Delisted	10%+ Owner	5,144,877	$6.50	$33.44M	-$74.17M	2	2022-08-18
JAMBA, INC. (JMBA) Delisted	10%+ Owner	254,321	—	—	$6.35M	2	2018-06-28
MX		3,105,124	$3.09	$9.59M	-$15.24M	1	2017-01-13

Recent Filings

9 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2024-09-17	BRCC	Buy (P)	+2,738,168	$8.68M	EDGAR
2023-11-16	BRCC	Buy (P)	+1,200,000	$3.92M	EDGAR
2022-12-15	BRCC	Buy (P)	+223,728	$1.46M	EDGAR
2022-12-12	BRCC	Buy (P)	+150,000	$921.2K	EDGAR
2022-08-18	SunOpta Inc. (STKL) Delisted	Sell (S)	−6,811,931	-$74.17M	EDGAR
2020-07-21	SunOpta Inc. (STKL) Delisted	Other (J)	+470,106	$0	EDGAR
2018-06-28	JAMBA, INC. (JMBA) Delisted	Grant (A)	+62,616	$0	EDGAR
2017-01-13	MX	Mixed	−2,400,000	-$15.24M	EDGAR
2015-11-09	JAMBA, INC. (JMBA) Delisted	Buy (P)	+442,413	$6.35M	EDGAR

Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.