Farmer Brothers Co has 6 Schedule 13D or 13G filings on record since 2025-07-30. 2 holders' latest filing reports 5% or more of common stock, par value $1.00 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| JDB Investment Consulting, LLC | 8.9% | 1,905,469 | SCHEDULE 13G/A, 2025-07-30 | 2025-06-30 |
| Farmer Bros. Co. 401(k) Plan | 8.5% | 1,856,309 | SCHEDULE 13G/A, 2026-02-05 | 2025-12-31 |
| Gamco Investors, Inc. Et Al | 0% | 0 | SCHEDULE 13D/A, 2026-05-07 | 2026-05-05 |
| 22NW Fund, LP | 0% | 0 | SCHEDULE 13D/A, 2026-05-07 | 2026-05-05 |
Purpose of Transaction (Item 4)
22NW Fund, LP
Item 4 is hereby amended to add the following: On March 3, 2026, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Royal Cup, Inc., a Delaware corporation ("Parent") and BP I Brew Merger Sub Inc., a Delaware corporation and wholly-owned subsidiary of Parent ("Merger Sub"). On May 5, 2026, pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation of the Merger and as a wholly-owned subsidiary of Parent. At the effective time of the Merger, each Share was automatically canceled, subject to certain customary exceptions specified in the Merger Agreement, and converted into the right to receive $1.29 in cash, without interest (the "Merger Consideration"). Accordingly, as a result of the Merger, the Reporting Persons no longer beneficially own any securities of the Issuer.Item 4 of the SCHEDULE 13D/A filed 2026-05-07
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-30 | JDB Investment Consulting, LLC | 8.9% | SCHEDULE 13G/A |
| 2025-10-24 | Gamco Investors, Inc. Et Al | 3.6% | SCHEDULE 13D/A |
| 2026-02-05 | Farmer Bros. Co. 401(k) Plan | 8.5% | SCHEDULE 13G/A |
| 2026-03-05 | 22NW Fund, LP | 9% | SCHEDULE 13D/A |
| 2026-05-07 | Gamco Investors, Inc. Et Al | 0% | SCHEDULE 13D/A |
| 2026-05-07 | 22NW Fund, LP | 0% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.
