secwatch / observer

Zevia PBC — fact timeline

Source-grounded facts extracted from Zevia PBC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

ZVIA Zevia PBC JSON
Shareholder Votes

Zevia PBC shareholders approved Ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026 at the 2026-06-10 meeting.

“2. To ratify the selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026: For Against Abstain Broker Non-Votes 58,295,745 2,335,147 297,838 --”
Shareholder Votes

Zevia PBC shareholders approved Election of two Class II members of the Company's board of directors to serve for a 3-year term until the Company's 2029 annual meeting of stockholders at the 2026-06-10 meeting.

“1. To elect two (2) Class II members of the Company’s board of directors to serve for a 3-year term until the Company’s 2029 annual meeting of stockholders: Name ​ For ​ ​ Against ​ ​ Abstain ​ ​ Broker Non-Votes ​ Suzanne S. Ginestro ​ ​ 38,876,932 ​ ​ ​ 2,008,295 ​ ​ ​ 29,845 ​ ​ ​ 20,013,658 ​ David J. Lee ​ ​ 36,046,637 ​ ​ ​ 4,837,211 ​ ​ ​ 31,224 ​ ​ ​ 20,013,658”

Alexandre I. Ruberti was appointed as President and Chief Executive Officer at Zevia PBC.

“Effective June 15, 2026 (the “Effective Date”), the Board appointed current director Alexandre I. Ruberti to succeed Ms. Taylor as the Company’s President and Chief Executive Officer.”

Amy E. Taylor resigned as President and Chief Executive Officer at Zevia PBC.

“On June 10, 2026, Amy E. Taylor notified Zevia PBC (the “Company”) of her resignation as President and Chief Executive Officer of the Company, effective June 15, 2026.”
Material Agreements

Zevia PBC amended First Amendment to Loan and Security Agreement with Bank of America, N.A. (effective 2026-05-15).

“On May 15, 2026, Zevia LLC (the “ Company ”), a direct subsidiary of Zevia PBC, entered into a First Amendment to Loan and Security Agreement (the “ First Amendment ”), by and among the Company, as borrower, the lenders party thereto and Bank of America, N.A., as agent (the “ Agent ”) and as sole lead arranger and sole bookrunner.”
Earnings Releases

Zevia PBC reported first quarter ended March 31, 2026 results: revenue $46.1 million, net income net loss was $2.4 million, or $0.03 per share, EPS $0.03 per share.

“Net sales grew 21.2% year over year to $46.1 million”

Rosemary Ripley resigned as Director at Zevia PBC.

“On June 12, 2025, Rosemary Ripley, a member of the Board of Directors (the “Board”) of Zevia PBC (the “Company”), notified the Company that she will be stepping down from the Board, effective as of June 12, 2025.”

Lorna R. Simms departed as SVP, General Counsel and Corporate Secretary at Zevia PBC.

“On February 6, 2025, Zevia PBC (the “Company”) and Ms. Lorna R. Simms, the Company’s SVP, General Counsel and Corporate Secretary, mutually agreed to terms pursuant to which Ms. Simms will step down as the Company’s SVP, General Counsel and Corporate Secretary and separate from employment effective as of April 4, 2025.”

Jacqueline J. Hayes resigned as Director at Zevia PBC.

“On September 26, 2024 (the “Effective Date”), the Board of Directors (the “Board”) of Zevia PBC (the “Company”) accepted the resignation of Jacqueline J. Hayes who notified the Company that she will resign from the Board effective September 27, 2024 in order to focus her attention on a new senior executive position at another company.”

Alexandre I. Ruberti was appointed as Director at Zevia PBC.

“increased the size of the Board from eight to nine members and appointed Alexandre I. Ruberti as an independent Class III director of the Company, effective as of August 6, 2024”

Greig P. DeBow, Jr. resigned as Executive Vice President and Chief Commercial Officer at Zevia PBC.

“On June 24, 2024, Greig P. DeBow, Jr. informed Zevia PBC (the “Company”) that he intends to resign as Executive Vice President and Chief Commercial Officer of the Company to pursue other opportunities. Mr. DeBow’s resignation will be effective as of the close of business on July 3, 2024.”
Earnings Releases

Zevia PBC reported first quarter ended March 31, 2024 results: revenue $38.8 million, net income Net loss was $7.2 million, EPS ($0.10) per diluted share.

“beverages across usage occasions today reported results for the first quarter ended March 31, 2024. First Quarter 2024 Highlights • Net sales decreased 10.4% year over year to $38.8 million • Unit volume decreased 10.4% year over year to 3.0 million equivalized cases • Gross profit margin was 45.7%, down 0.8 percentage points year over year but up 5.0 percentage”

Girish Satya was appointed as principal accounting officer at Zevia PBC.

“Effective May 11, 2024, Girish Satya, Chief Financial Officer of the Company, will serve as the Company’s principal accounting officer.”

Hany Mikhail resigned as Senior Vice President and Chief Accounting Officer at Zevia PBC.

“On April 12, 2024, Hany Mikhail informed Zevia PBC (the “Company”) that he intends to resign as Senior Vice President and Chief Accounting Officer of the Company to pursue other opportunities.”
Earnings Releases

Zevia PBC reported the full year ended December 31, 2023 results: revenue $166.4 million, net income $28.3 million, EPS $0.41 per diluted share.

“was $6.8 million (1) • Loss per share was $0.14 per diluted share to Zevia’s Class A Common stockholders Full Year 2023 Highlights • Net sales increased 2.0% year over year to $166.4 million, reflecting the impact of short-term supply chain disruptions encountered during the year • Unit volume decreased 6.9% year over year to 12.7 million equivalized cases • Gross”
Earnings Releases

Zevia PBC reported the fourth quarter ended December 31, 2023 results: revenue $37.8 million, net income $9.2 million, EPS $0.14 per diluted share.

“occasions today reported results for the fourth quarter and fiscal year ended December 31, 2023. Fourth Quarter 2023 Highlights • Net sales increased 6.9% year over year to $37.8 million, returning to growth • Unit volume increased 3.7% year over year to 2.8 million equivalized cases • Gross profit margin was 40.7%, down 3.6 percentage points year over year,”

Florence Neubauer changed role as Interim Chief Financial Officer at Zevia PBC.

“On the Effective Date, Florence Neubauer will no longer serve as Interim Chief Financial Officer of the Company.”

Girish Satya was appointed as Chief Financial Officer at Zevia PBC.

“it had appointed Girish Satya, to serve as the Company’s Chief Financial Officer with an effective date of February 21, 2024”
Earnings Releases

Zevia PBC reported third quarter ended September 30, 2023 results: revenue $43.1 million, net income $11.3 million, EPS $0.16 per diluted share.

“Net sales decreased 2.6% year over year to $43.1 million • Unit volume decreased 8.2% year over year to 3.3 million equivalized cases • Gross profit margin was 45.4%, up 2.1 percentage points year over year • Net loss was $11.3 million, including $1.9 million of non-cash equity-based compensation expense • Adjusted EBITDA loss was $9.1 million (1) • Loss per share was $0.16 per diluted share to Zevia’s Class A Common stockholders”

Andrew Ruben was appointed as Lead Independent Director at Zevia PBC.

“Andrew Ruben has been appointed to serve as Lead Independent Director of the Company.”

Philip H. O'Brien resigned as Director at Zevia PBC.

“Effective September 19, 2023, per the Company’s Corporate Governance Guidelines, Philip H. O’Brien tendered his resignation from the Board of Directors”

Florence Neubauer was appointed as Interim Chief Financial Officer at Zevia PBC.

“On August 14, 2023, the Board of Directors of the Company (the “Board”), appointed Florence Neubauer, 51, the Company’s Senior Vice President, Financial Planning & Analysis (“FP&A”), to serve as the Company’s Interim Chief Financial Officer.”

Denise D. Beckles resigned as Chief Financial Officer at Zevia PBC.

“On August 10, 2023, Denise D. Beckles, the Company’s Chief Financial Officer, notified the Company of her resignation, effective September 4, 2023 to pursue another opportunity.”
Earnings Releases

Zevia PBC reported second quarter ended June 30, 2023 results: revenue $42.2 million, net income $5.0 million, EPS $0.08 per diluted share. Guidance reaffirmed.

“simple, plant-based ingredients, today reported results for the second quarter ended June 30, 2023. Second Quarter 2023 Highlights • Net sales decreased 7.2% year over year to $42.2 million • Unit volume decreased 16.8% year over year to 3.3 million equivalized cases • Gross profit margin of 46.6%, up 4.2 percentage points year over year, and the strongest gross”

Quincy B. Troupe departed as Chief Operating Officer at Zevia PBC.

“Mr. Quincy B. Troupe, the Company’s Chief Operating Officer, mutually agreed to terms pursuant to which Mr. Troupe will step down as the Company’s Chief Operating Officer and separate from employment effective as of August 4, 2023”
Earnings Releases

Zevia PBC reported full year of 2023 results: revenue in the range of $163 million to $168 million. Guidance lowered.

“Net sales for 2023 are now expected to be in the range of $163 million to $168 million compared to prior guidance of $180 million to $190 million”
Earnings Releases

Zevia PBC reported second quarter ended June 30, 2023 results: revenue $42 million.

“Second quarter net sales are expected to be approximately $42 million versus prior outlook of a range of $48 million to $51 million”
Shareholder Votes

Zevia PBC shareholders approved To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2023 at the 2023-06-15 meeting.

“To ratify the selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023: For Against Abstain Broker Non-Votes 60,120,379 1,105,898 17,992 —”
Shareholder Votes

Zevia PBC shareholders approved To elect three (3) Class II members of the Company's board of directors to serve for a 3-year term until the Company's 2026 annual meeting of stockholders at the 2023-06-15 meeting.

“To elect three (3) Class II members of the Company’s board of directors to serve for a 3-year term until the Company’s 2026 annual meeting of stockholders: Name For Against Abstain Broker Non-Votes David J. Lee 47,373,049 1,925,107 18,136 11,927,977 Rosemary L. Ripley 46,947,520 2,351,278 17,494 11,927,977 Justin Shaw 45,279,597 3,959,823 76,872 11,927,977”
Earnings Releases

Zevia PBC reported first quarter ended March 31, 2023 results: revenue $43.3 million, net income $2.9 million, EPS $0.04 per diluted share. Guidance reaffirmed.

“First Quarter 2023 Highlights • Net sales increased 13.8% year-over-year to $43.3 million • Unit volume decreased 2.7% year-over-year to 3.3 million equivalized cases • Gross profit margin of 46.4%, the strongest gross margin percentage of any quarterly period to date as a public company • Net loss was $2.9 million, including $2.4 million of non-cash equity-based compensation expense, the strongest quarter to date as a public company • Adjusted EBITDA loss was $0.5 million (1) , the strongest quarter to date as a public company • Loss per share was $0.04 per diluted share to Zevia’s Class A common stockholders”
Earnings Releases

Zevia PBC reported the full year ended December 31, 2022 results: revenue $163.2 million, net income $47.6 million, EPS $0.81 per diluted share. Guidance initiated.

“Net sales increased 18.1% year-over-year to $163.2 million • Unit volume increased 10.7% year-over-year to 13.6 million equivalized cases • Gross profit margin of 42.9% • Net loss was $47.6 million, including $26.9 million of non-cash equity-based compensation expense • Adjusted EBITDA loss was $19.6 million (1) • Loss per share was $0.81 per diluted share to Zevia’s Class A common stockholders”
Earnings Releases

Zevia PBC reported the fourth quarter ended December 31, 2022 results: revenue $35.4 million, net income $6.2 million, EPS $0.10 per diluted share. Guidance initiated.

“Net sales increased 3.5% year-over-year to $35.4 million • Unit volume decreased 8.7% year-over-year to 2.7 million equivalized cases • Gross profit margin of 44.3%, the strongest gross margin percent in 2022 • Net loss was $6.2 million, including $3.1 million of non-cash equity-based compensation expense • Adjusted EBITDA loss was $2.9 million (1) • Loss per share was $0.10 per diluted share to Zevia’s Class A common stockholders”
Earnings Releases

Zevia PBC reported third quarter ended September 30, 2022 results: revenue $44.2 million, net income $9.2 million, EPS $0.17 per diluted share. Guidance reaffirmed.

“plant-based ingredients, today reported results for the third quarter ended September 30, 2022. Third Quarter 2022 Highlights • Net sales increased 13.6% year over year to $44.2 million • Unit volume increased 2.3% year over year to 3.6 million equivalized cases • Gross profit margin of 43.3% (1) • Net loss was $9.2 million, including $6.8 million of non-cash”

David J. Lee was appointed as director at Zevia PBC.

“appointed David J. Lee as an independent Class II director of the Company, effective as of July 20, 2022”

Robert J. Gay departed as Chief Strategy Officer and Executive Vice President, Sales and Marketing at Zevia PBC.

“On July 7, 2022, Robert J. Gay, Chief Strategy Officer and Executive Vice President, Sales and Marketing of Zevia PBC (the “Company”), informed the Company of his intention to retire from the Company effective July 15, 2022.”

Amy Taylor was appointed as Chief Executive Officer at Zevia PBC.

“the Board appointed Amy Taylor, the Company's current President and a member of the Board, to serve as CEO, effective August 1, 2022”

Padraic "Paddy" Spence departed as Chief Executive Officer at Zevia PBC.

“announced that Padraic "Paddy" Spence, Chair of the Board of Directors (the "Board") and Chief Executive Officer ("CEO") of the Company, will step down as CEO effective August 1, 2022.”

William “Bill” D. Beech departed as Chief Financial Officer at Zevia PBC.

“As previously announced, William “Bill” D. Beech, the Company’s former Chief Financial Officer, departed the Company on May 6, 2022 (the “Separation Date”).”

Quincy B. Troupe departed as Director at Zevia PBC.

“Mr. Troupe currently serves on the Board and will step down as a director effective as of the Troupe Start Date.”

Denise D. Beckles was appointed as Chief Financial Officer at Zevia PBC.

“appointed Denise D. Beckles, 57, to serve as Chief Financial Officer, effective May 3, 2022”

Harry "Hank" M. Margolis departed as Chief Operating Officer at Zevia PBC.

“Harry “Hank” M. Margolis, Chief Operating Officer, will be retiring from the Company. He will step down from his position effective June 13, 2022 and will retire effective June 24, 2022.”

William "Bill" D. Beech departed as Chief Financial Officer at Zevia PBC.

“William “Bill” D. Beech, Chief Financial Officer, will step down as CFO effective May 3, 2022, and depart from the Company on May 6, 2022.”

Brian W. McGuigan departed as director at Zevia PBC.

“On April 5, 2022, Brian W. McGuigan, a member of the Company’s Board of Directors (the “Board”) notified the Company that he will not stand for reelection at the Company’s 2022 annual meeting of stockholders (the “Annual Meeting”).”

Harry "Hank" M. Margolis departed as Chief Operating Officer at Zevia PBC.

“On April 2, 2022, Harry “Hank” M. Margolis, Chief Operating Officer of Zevia PBC (the “Company”), informed the Company of his intention to retire from the Company effective one (1) year from April 2, 2022.”

Quincy Troupe was appointed as director at Zevia PBC.

“On July 21, 2021, the Board of Directors (the “Board”) of Zevia PBC (the “Company”) appointed the following individuals to serve as directors of the Company, with such appointments conditioned upon and to become effective immediately prior to the listing of the Company’s Class A Common Stock, par value $0.001 per share, on the New York Stock Exchange (the “NYSE”), to serve until the next election of the class for which such director shall have been chosen and until his or her successor is duly elected and qualified or until his or her earlier death, resignation or removal: Jacqueline Hayes, Brian McGuigan, Philip Hunter O’Brien, Rosemary Ripley, Andrew Ruben, Julie Garcia Ruehl, Justin Shaw, Amy Taylor and Quincy Troupe”

Amy Taylor was appointed as director at Zevia PBC.

“On July 21, 2021, the Board of Directors (the “Board”) of Zevia PBC (the “Company”) appointed the following individuals to serve as directors of the Company, with such appointments conditioned upon and to become effective immediately prior to the listing of the Company’s Class A Common Stock, par value $0.001 per share, on the New York Stock Exchange (the “NYSE”), to serve until the next election of the class for which such director shall have been chosen and until his or her successor is duly elected and qualified or until his or her earlier death, resignation or removal: Jacqueline Hayes, Brian McGuigan, Philip Hunter O’Brien, Rosemary Ripley, Andrew Ruben, Julie Garcia Ruehl, Justin Shaw, Amy Taylor and Quincy Troupe”

Justin Shaw was appointed as director at Zevia PBC.

“On July 21, 2021, the Board of Directors (the “Board”) of Zevia PBC (the “Company”) appointed the following individuals to serve as directors of the Company, with such appointments conditioned upon and to become effective immediately prior to the listing of the Company’s Class A Common Stock, par value $0.001 per share, on the New York Stock Exchange (the “NYSE”), to serve until the next election of the class for which such director shall have been chosen and until his or her successor is duly elected and qualified or until his or her earlier death, resignation or removal: Jacqueline Hayes, Brian McGuigan, Philip Hunter O’Brien, Rosemary Ripley, Andrew Ruben, Julie Garcia Ruehl, Justin Shaw, Amy Taylor and Quincy Troupe”

Julie Garcia Ruehl was appointed as director at Zevia PBC.

“On July 21, 2021, the Board of Directors (the “Board”) of Zevia PBC (the “Company”) appointed the following individuals to serve as directors of the Company, with such appointments conditioned upon and to become effective immediately prior to the listing of the Company’s Class A Common Stock, par value $0.001 per share, on the New York Stock Exchange (the “NYSE”), to serve until the next election of the class for which such director shall have been chosen and until his or her successor is duly elected and qualified or until his or her earlier death, resignation or removal: Jacqueline Hayes, Brian McGuigan, Philip Hunter O’Brien, Rosemary Ripley, Andrew Ruben, Julie Garcia Ruehl, Justin Shaw, Amy Taylor and Quincy Troupe”

Andrew Ruben was appointed as director at Zevia PBC.

“On July 21, 2021, the Board of Directors (the “Board”) of Zevia PBC (the “Company”) appointed the following individuals to serve as directors of the Company, with such appointments conditioned upon and to become effective immediately prior to the listing of the Company’s Class A Common Stock, par value $0.001 per share, on the New York Stock Exchange (the “NYSE”), to serve until the next election of the class for which such director shall have been chosen and until his or her successor is duly elected and qualified or until his or her earlier death, resignation or removal: Jacqueline Hayes, Brian McGuigan, Philip Hunter O’Brien, Rosemary Ripley, Andrew Ruben, Julie Garcia Ruehl, Justin Shaw, Amy Taylor and Quincy Troupe”

Rosemary Ripley was appointed as director at Zevia PBC.

“On July 21, 2021, the Board of Directors (the “Board”) of Zevia PBC (the “Company”) appointed the following individuals to serve as directors of the Company, with such appointments conditioned upon and to become effective immediately prior to the listing of the Company’s Class A Common Stock, par value $0.001 per share, on the New York Stock Exchange (the “NYSE”), to serve until the next election of the class for which such director shall have been chosen and until his or her successor is duly elected and qualified or until his or her earlier death, resignation or removal: Jacqueline Hayes, Brian McGuigan, Philip Hunter O’Brien, Rosemary Ripley, Andrew Ruben, Julie Garcia Ruehl, Justin Shaw, Amy Taylor and Quincy Troupe”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.