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Consumer Discretionary · Retail-Eating Places

FWRG First Watch Restaurant Group, Inc. SEC Filings & Insider Trading Activity 2026

company
CIK 178994073 filings
Russell 2000
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FWRG at a glance

First Watch Restaurant Group, Inc. (FWRG, SEC CIK 1789940) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as June 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 28, 2025 (FY2025), First Watch Restaurant Group, Inc. (FWRG) reported revenue of $1.2 billion (up 20.3% from FY2024) and net income of $19.4 million. Diluted EPS was $0.31.
  • As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding First Watch Restaurant Group, Inc. (FWRG) shares worth $292.3 million in 13F-HR filings.
  • The most recent insider open-market sale reported on Form 4 was by Hartman Eric Richard on March 17, 2026 of 1,819 shares at $12.52 per share.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$1.2B
+20.3% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
27 funds
$292.3M · +1 vs prior quarter
Latest 8-K
Aug 4, 2026
Item 7.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 28, 2026

Management Discussion & Analysis

  • No quarterly revenue, YoY comparison, profitability percentages, segment performance, or cash-flow figures disclosed
  • Near-term headwinds: inflation, recession, labor shortages, food costs, supply disruptions, and lower same-restaurant sales
  • Outlook caution: uncertainty from geopolitical conflicts, macroeconomic conditions, and limited access to additional capital

Risk Factors

  • No material changes to 2025 Form 10-K risk factors
  • No newly triggered risk factor during quarter ended June 28, 2026
  • No new regulatory or compliance risk identified
  • No changed liquidity, debt, currency, or concentration risk disclosed
  • No updated operational, competitive, or market risk disclosed

AI summary of the FWRG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Aug 4, 2026Full analysis →

Item 7.01: Regulation FD Disclosure

  • Investor presentation posted at investors.firstwatch.com and furnished as Exhibit 99.1
  • Presentation provides additional company information relevant to investor evaluation
Filed Aug 4, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Q2 fiscal 2026 results for quarter ended June 28, 2026
  • Press release contains financial results and operating details

Item 7.01: Regulation FD Disclosure

  • Supplemental information presentation posted at investors.firstwatch.com and furnished as Exhibit 99.2
  • Exhibit 99.2 provides investors additional company information alongside Exhibit 99.1

Item EX-99.1: Item EX-99.1

  • Q2 2026 revenue rose 15.2% to $354.7M, while same-restaurant sales increased 3.4%
  • Traffic remained negative at -0.4%, but June traffic turned positive, signaling improving customer demand
Filed Jul 31, 2026Full analysis →

Item 5.07: Submission of Matters to a Vote of Security Holders

  • Stockholders favored annual say-on-pay votes: 46,337,934 shares, versus 2,681,394 for every three years
  • Board adopted annual say-on-pay voting, aligning with its proxy recommendation

AI summaries of FWRG 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Weisser Ashlee SuzanneAJun 8, 2026-
Solheim JosteinAMay 21, 2026-
Kussell William AAMay 21, 2026-
FLEISHER MICHAEL DAMay 21, 2026-
Lilak StephanieAMay 21, 2026-
Tipograph Rachel KAMay 21, 2026-
Jemley CharlesAMay 21, 2026-
Alvarez RalphAMay 21, 2026-
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue$891.6M$1.0B$1.2B
Operating Income-$38.9M$27.5M
Net Income$25.4M$18.9M$19.4M
Op. Margin-3.8%2.3%
Net Margin2.8%1.9%1.6%
Balance Sheet
Total Assets-$1.5B$1.7B
Equity-$595.4M$626.3M
ROE-3.2%3.1%
Per Share
EPS$0.41$0.30$0.31
Cash Flow
Operating CF-$115.7M$125.9M
CapEx$84.5M$127.9M$156.9M

Source: XBRL data in First Watch Restaurant Group, Inc. (FWRG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate FWRG share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
FWRG shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202627$292.3M
Q1 202626$266.7M
Q4 202525$370.9M
Q3 202524$386.4M
Q2 202524$265.9M
Q1 202521$223.6M
Q4 202416$148.9M
Q3 202412$64.8M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
New Positions
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 175 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

FWRG filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
10-QAug 4, 2026Analysis
8-KAug 4, 2026Analysis-
8-KAug 4, 2026Analysis-
8-KJul 31, 2026Analysis-
4Jun 10, 2026-
8-KJun 8, 2026Analysis
4May 22, 2026-
4May 22, 2026-
4May 22, 2026-
4May 22, 2026-
4May 22, 2026-
4May 22, 2026-
4May 22, 2026-
4May 22, 2026-
10-QMay 5, 2026Analysis
8-KMay 5, 2026Analysis-
SC 13GApr 28, 2026-
SC 13GApr 9, 2026-
SC 13GMar 31, 2026-
8-KMar 27, 2026--
4Mar 19, 2026--
4Mar 19, 2026--
4Mar 19, 2026--
4Mar 19, 2026--
4Mar 19, 2026--

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FWRG SEC filings: frequently asked questions

Which institutions hold FWRG stock?

As of June 30, 2026, the largest First Watch Restaurant Group, Inc. (FWRG) holders among the 13F filers tracked by SignalX were BlackRock ($58.4 million), BNY Mellon ($47.9 million), Dimensional Fund Advisors ($33.5 million), Vanguard Capital Management LLC ($31.6 million), Millennium Management ($28.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was FWRG's revenue in fiscal year 2025?

For the fiscal year ended December 28, 2025 (FY2025), First Watch Restaurant Group, Inc. (FWRG) reported revenue of $1.2 billion (up 20.3% from FY2024) and net income of $19.4 million. Diluted EPS was $0.31. The figures come from the XBRL data in the 10-K.

What did FWRG report in its latest 8-K?

First Watch Restaurant Group, Inc. (FWRG) filed an 8-K on August 4, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor presentation posted at investors.firstwatch.com and furnished as Exhibit 99.1.

What are the latest FWRG SEC filings?

First Watch Restaurant Group, Inc. (FWRG) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on June 10, 2026.

What is FWRG's SEC CIK number?

First Watch Restaurant Group, Inc. (FWRG)'s SEC Central Index Key (CIK) is 1789940. EDGAR lists every FWRG filing under that number.

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The research agent reads FWRG's filings, financials, insider trades and 13F holders, then answers with sources.

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