{"filings":[{"id":3541396,"accession_number":"0001193125-26-425255","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-10-19T20:15:13+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Once Upon a Farm adds Freshpet co-founder Scott Morris to board, expanding to 10 directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from nine to ten directors on October 19, 2026; Scott Morris appointed as a Class I director, term expiring at the next annual meeting.","Morris co-founded Freshpet (NASDAQ: FRPT) in 2006 and helped grow it past $1 billion in annual sales; he held President, COO and CMO roles there.","Earlier career: more than a decade in sales and marketing leadership at Ralston Purina and VP of Marketing at The Meow Mix Company; 30+ years in consumer packaged goods.","No committee assignments at this time; company will pay standard non-employee director compensation and enter an indemnification agreement.","Company states no arrangement or understanding with any other person led to the appointment and no Item 404(a) related-party transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2106000,"accession_number":"0001696556-26-000024","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-08-06T20:11:02+00:00","items":["2.02","9.01"],"status":"ready","headline":"Once Upon a Farm Q2 net sales up 42% to $85.4M; raises FY 2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $85.4M (+42.3% YoY) driven by 40.3% volume growth from distribution gains and new products.","Net loss narrowed to $5.0M from $9.0M; Adjusted EBITDA loss of $1.7M vs positive $2.0M prior year.","Gross margin fell 485 bps to 35.9% on trade spend and mix; SG&A rose to 42.5% of sales.","Cash $93.5M, no debt after IPO proceeds; balance sheet significantly strengthened.","FY 2026 guidance raised: net sales $327M-$335M (36-39% growth), Adjusted EBITDA $3M-$4.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94772,"accession_number":"0001696556-26-000014","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Once Upon a Farm Q1 net sales up 44% to $72.7M; raises 2026 outlook to $313-323M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $72.7M (+43.7% YoY); gross margin expanded 308bps to 40.8%.","Net loss narrowed to $15.8M from $19.5M; adjusted EBITDA loss improved to $3.1M from $7.5M.","CEO John Foraker cited accelerating velocities and cooler productivity (+11% dollar productivity vs prior quarter).","Full-year 2026 net sales guidance raised to $313M-$323M (30-34% growth); adjusted EBITDA expected $2M-$4M.","Cash and equivalents $99.9M with no debt at quarter end after IPO proceeds in Feb 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":72720000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94771,"accession_number":"0001696556-26-000011","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CFO Lawrence Waldman gets base salary raise to $450K, 70% bonus target, $1M RSUs","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Base salary increased to $450,000 per year, effective May 5, 2026, subject to annual review.","Annual cash bonus opportunity raised to 70% of then-current base salary.","Equity grant of $1,000,000 in service-based RSUs, fully vesting on second anniversary.","RSUs vest earlier only upon certain termination events; continued employment required."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94770,"accession_number":"0001696556-26-000009","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Once Upon a Farm amends Jennifer Garner agreement; adds $3M in cash consideration payable over 2 years","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment adds $3.0M in additional cash consideration for advertising, marketing, and promotional activities.","Payments: $1M on Jan 15, 2027; $1M on Jan 15, 2028; $1M on Dec 15, 2028, subject to continued service.","Acceleration of unpaid amount upon change of control or termination without cause or for good reason.","Amendment effective March 1, 2026, signed May 5, 2026.","Agreement with Jennifer Garner, co-founder/spokesperson, for personal brand services."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107389,"accession_number":"0001193125-26-104240","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OFRM Q4 net sales +30% to $64M, net income $22.5M; guides 2026 sales $302-310M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $64M (+30% YoY); gross margin 47.7% vs 46.7%.","Q4 net income $22.5M vs net loss $12.3M; adjusted EBITDA $6.6M vs $2.2M.","FY25 net sales $240.7M (+53.5%); net loss narrowed to $17.2M from $23.8M; adj EBITDA $2.1M vs ($3.7M).","IPO completed Feb 2026: 7.6M new shares at $18, net proceeds ~$139.3M.","2026 outlook: net sales $302-310M (25-29% growth); adj EBITDA $2-4M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107388,"accession_number":"0001193125-26-067197","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Once Upon a Farm discloses 2025 executive compensation; CEO total $3.5M, CFO $2.0M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO John Foraker 2025 total compensation $3,509,844: $386,823 salary, $83,483 bonus, $2,956,055 option awards, $83,483 non-equity incentive.","CFO Lawrence Waldman 2025 total compensation $2,028,820: $388,514 salary, $1,543,843 option awards, $83,996 non-equity incentive, $12,467 401(k).","Compensation Committee approved non-equity incentive plan payments and discretionary bonus for Foraker on Feb 18, 2026; amounts were omitted from Feb 5 prospectus.","Revised Summary Compensation Table filed as part of this 8-K to include previously undetermined 2025 incentive payments and bonus."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107387,"accession_number":"0001193125-26-042994","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["1.01","3.03","5.03","5.02","9.01"],"status":"ready","headline":"Once Upon a Farm completes IPO of ~11M shares at $18.00; Walter Robb joins board","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO closed Feb. 9, 2026: 7,631,537 company shares and 3,365,672 selling stockholder shares sold at $18.00 per share.","Underwriters have 30-day option to purchase up to an additional 1,649,581 shares.","Appointed Walter Robb to board of directors effective Feb. 5, 2026.","Adopted 2026 Omnibus Incentive Plan and ESPP; filed amended charter and bylaws.","Entered underwriting agreement with Goldman Sachs and J.P. Morgan as representatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}