Insider Trading March 12, 2026

First Watch Legal Chief Disposes of $88K in Stock; Company Reports Mixed Q4 Results

Chief legal officer Jay Anthony Wolszczak sold nearly 7,000 shares as First Watch posted an EPS beat but revenue and adjusted EBITDA narrowly missed expectations

By Marcus Reed FWRG
First Watch Legal Chief Disposes of $88K in Stock; Company Reports Mixed Q4 Results
FWRG

Jay Anthony Wolszczak, First Watch Restaurant Group's Chief Legal Officer, sold 6,998 shares on March 10, 2026, for $88,104 at a weighted average price of $12.59. After the sale he directly owns 232,091 shares. Separately, First Watch reported fourth-quarter results with an EPS of $0.24, above the $0.07 consensus, while revenue of $316.4 million and adjusted EBITDA of $33.7 million fell short of expectations. Analysts adjusted price targets and maintained divergent ratings following the report.

Key Points

  • Insider transaction - Chief Legal Officer Jay Anthony Wolszczak sold 6,998 shares on March 10, 2026, at a weighted average price of $12.59, totaling $88,104; he now directly owns 232,091 shares.
  • Quarterly results - First Watch reported Q4 EPS of $0.24, above the $0.07 estimate, while revenue of $316.4 million missed expectations by 0.87% and comparable sales rose 3.1%.
  • Analyst reactions - Stifel cut its price target from $17 to $15 and kept a Hold rating; Stephens lowered its target from $24 to $21 but remained Overweight, citing traffic and mix headwinds affecting adjusted EBITDA.

Jay Anthony Wolszczak, who serves as Chief Legal Officer, General Counsel and Secretary at First Watch Restaurant Group (NASDAQ: FWRG), recorded a sale of company stock on March 10, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The filing shows Wolszczak sold 6,998 shares of common stock at a weighted average price of $12.59, generating proceeds of $88,104. Reported sale prices ranged from $12.40 to $12.73. Following the transaction, Wolszczak holds 232,091 shares of First Watch directly.


In the same reporting period, First Watch released fourth-quarter financial results. The company posted earnings per share of $0.24, outpacing analyst expectations of $0.07. Revenue for the quarter was $316.4 million, which missed consensus estimates by 0.87%. Comparable restaurant sales increased by 3.1% year over year.

Adjusted EBITDA for the quarter was reported at $33.7 million, slightly below the anticipated $34.4 million. The earnings and operating metrics prompted differing responses from analysts covering the stock.

Stifel lowered its price target for First Watch from $17 to $15 and kept a Hold rating, citing concerns tied to the company’s guidance. Stephens reduced its price target from $24 to $21 but maintained an Overweight rating, pointing to traffic and mix headwinds as factors affecting adjusted EBITDA. These analyst moves underscore mixed market reactions in the wake of a results package that combined an EPS beat with modest shortfalls in revenue and adjusted EBITDA.


Summary of the key factual points is provided below, followed by risks highlighted by the reported data. The company’s insider transaction and quarterly metrics offer investors concrete data points without providing definitive directional signals.

Risks

  • Guidance and outlook concerns - Analyst commentary indicates uncertainty around the company’s guidance, which may affect investor sentiment in the restaurant sector.
  • Operational margin pressure - Adjusted EBITDA of $33.7 million fell short of expectations, reflecting potential near-term margin and mix headwinds for First Watch’s operating performance.
  • Revenue shortfall - Quarterly revenue missed estimates by 0.87%, introducing uncertainty about top-line momentum in the casual dining/restaurant space.

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