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BOSTON BEER CO INC

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4577
SEC CIK
0000949870
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666

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MonthPurchasesSales
Nov 202502
Dec 202500
Jan 202600
Feb 202600
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Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 01, 2023 Filed Mar 2, 2023 21:42 UTC
Lysyj LesyaChief Marketing Officer
GrantMarch 1, 2020 Stock Option · Derivative 556 $0.00 Strike: $370.79 $0.00
Disclosure

SEC source: 0001562180-23-002155 · primarydocument.xml · derivative · entry 3

Lysyj Lesya · CIK 0001592314 · Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,669

Underlying: Class A Common · 1,669 shares

Expires 2030-02-28

F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2020. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2021 over Fiscal Year 2019. In February 2022, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2022-2024, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 21:42 UTC
Lysyj LesyaChief Marketing Officer
Tax withholdingClass A Common 123 $323.80 $39,827.40
Disclosure

SEC source: 0001562180-23-002155 · primarydocument.xml · nonDerivative · entry 2

Lysyj Lesya · CIK 0001592314 · Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,957

F3 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 850 RSUs vest on March 1, 2023.

F2 · balance_after: The shares reported include 2,198 shares of restricted stock subject to vesting conditions. The Reporting Person had a total of 383 RSUs vest on March 1, 2023.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 21:42 UTC
Lysyj LesyaChief Marketing Officer
GrantClass A Common 850 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002155 · primarydocument.xml · nonDerivative · entry 1

Lysyj Lesya · CIK 0001592314 · Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,080

F1 · kind: Represents a grant of Restricted Stock Units ("RSUs") under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). The RSUs will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer on the applicable vesting date, and subject to accelerated vesting in certain situations.

F2 · balance_after: The shares reported include 2,198 shares of restricted stock subject to vesting conditions. The Reporting Person had a total of 383 RSUs vest on March 1, 2023.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Smalla Frank H.Chief Financial Officer
GrantMarch 1, 2023 Stock Option · Derivative 3,084 $0.00 Strike: $323.80 $0.00
Disclosure

SEC source: 0001562180-23-002112 · primarydocument.xml · derivative · entry 6

Smalla Frank H. · CIK 0001663087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,084

Underlying: Class A Common · 3,084 shares

Expires 2033-02-28

F7 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2023. The extent to which the options become exercisable is dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. The Compensation Committee will determine if the performance criteria have been achieved prior to March 1, 2025. If the performance criteria is achieved, the options vest in three equal installments on March 1 in the years 2025-2027, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Smalla Frank H.Chief Financial Officer
GrantMarch 1, 2021 Stock Option · Derivative 208 $0.00 Strike: $1,028.71 $0.00
Disclosure

SEC source: 0001562180-23-002112 · primarydocument.xml · derivative · entry 5

Smalla Frank H. · CIK 0001663087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 625

Underlying: Class A Common · 625 shares

Expires 2031-02-28

F6 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2021. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2022 over Fiscal Year 2020. In February 2023, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2023-2025, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Smalla Frank H.Chief Financial Officer
GrantMarch 1, 2020 Stock Option · Derivative 628 $0.00 Strike: $370.79 $0.00
Disclosure

SEC source: 0001562180-23-002112 · primarydocument.xml · derivative · entry 4

Smalla Frank H. · CIK 0001663087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,883

Underlying: Class A Common · 1,883 shares

Expires 2030-02-28

F5 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2020. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2021 over Fiscal Year 2019. In February 2022, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2022-2024, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Smalla Frank H.Chief Financial Officer
GrantMarch 1, 2019 Stock Option · Derivative 637 $0.00 Strike: $312.56 $0.00
Disclosure

SEC source: 0001562180-23-002112 · primarydocument.xml · derivative · entry 3

Smalla Frank H. · CIK 0001663087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,911

Underlying: Class A Common · 1,911 shares

Expires 2029-02-28

F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2019. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2020 over Fiscal Year 2018. In February 2021, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vested in three equal installments on March 1 in the years 2021-2023.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Smalla Frank H.Chief Financial Officer
GrantClass A Common 1,545 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002112 · primarydocument.xml · nonDerivative · entry 2

Smalla Frank H. · CIK 0001663087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,198

F2 · kind: On March 1, 2023, the Issuer granted 1,545 RSUs to the Reporting Person under the Issuer's Employee Equity Incentive Plan ("EEIP"). The shares will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates, and subject to accelerated vesting in certain situations.

F3 · balance_after: The shares reported include 10,639 shares of restricted stock subject to vesting conditions.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Smalla Frank H.Chief Financial Officer
Tax withholdingClass A Common 196 $323.80 $63,464.80
Disclosure

SEC source: 0001562180-23-002112 · primarydocument.xml · nonDerivative · entry 1

Smalla Frank H. · CIK 0001663087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,653

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs") and Investment Share Program shares ("ISPs"). The Reporting Person had a total of 646 RSUs and 31 ISPs vest on March 1, 2023.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Burwick David ADirector · President and CEO
GrantMarch 1, 2023 Stock Option · Derivative 12,430 $0.00 Strike: $323.80 $0.00
Disclosure

SEC source: 0001562180-23-002111 · primarydocument.xml · derivative · entry 7

Burwick David A · CIK 0001318320 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,430

Underlying: Class A Common · 12,430 shares

Expires 2033-02-28

F7 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2023. The extent to which the options become exercisable is dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. The Compensation Committee will determine if the performance criteria have been achieved prior to March 1, 2025. If the performance criteria is achieved, the options vest in two installments on March 1 in the years 2025-2026, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Burwick David ADirector · President and CEO
GrantMarch 1, 2021 Stock Option · Derivative 1,482 $0.00 Strike: $1,028.71 $0.00
Disclosure

SEC source: 0001562180-23-002111 · primarydocument.xml · derivative · entry 6

Burwick David A · CIK 0001318320 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,446

Underlying: Class A Common · 4,446 shares

Expires 2031-02-28

F6 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2021. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2022 over Fiscal Year 2020. In February 2023, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2023-2025, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Burwick David ADirector · President and CEO
GrantMarch 1, 2020 Stock Option · Derivative 2,343 $0.00 Strike: $370.79 $0.00
Disclosure

SEC source: 0001562180-23-002111 · primarydocument.xml · derivative · entry 5

Burwick David A · CIK 0001318320 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,029

Underlying: Class A Common · 7,029 shares

Expires 2030-02-28

F5 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2020. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2021 over Fiscal Year 2019. In February 2022, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2022-2024, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Burwick David ADirector · President and CEO
GrantMarch 1, 2019 Stock Option · Derivative 2,451 $0.00 Strike: $312.56 $0.00
Disclosure

SEC source: 0001562180-23-002111 · primarydocument.xml · derivative · entry 4

Burwick David A · CIK 0001318320 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,352

Underlying: Class A Common · 7,352 shares

Expires 2029-02-28

F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2019. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2020 over Fiscal Year 2018. In February 2021, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vested in three equal installments on March 1 in the years 2021-2023.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Burwick David ADirector · President and CEO
GrantClass A Common 6,177 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002111 · primarydocument.xml · nonDerivative · entry 2

Burwick David A · CIK 0001318320 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,910

F2 · kind: On March 1, 2023, the Issuer granted 6,177 RSUs to the Reporting Person under the Issuer's Employee Equity Incentive Plan ("EEIP"). The shares will vest in three installments over a three year period, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates, and subject to accelerated vesting in certain situations.

F3 · balance_after: The shares reported include 16,597 shares of restricted stock subject to vesting conditions.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:55 UTC
Burwick David ADirector · President and CEO
Tax withholdingClass A Common 1,119 $323.80 $362,332.20
Disclosure

SEC source: 0001562180-23-002111 · primarydocument.xml · nonDerivative · entry 1

Burwick David A · CIK 0001318320 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,733

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 3,264 RSUs vest on March 1, 2023.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
HEATH TARA L.Chief Legal Officer
GrantMarch 1, 2023 Stock Option · Derivative 1,080 $0.00 Strike: $323.80 $0.00
Disclosure

SEC source: 0001562180-23-002110 · primarydocument.xml · derivative · entry 3

HEATH TARA L. · CIK 0001680130 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,080

Underlying: Class A Common · 1,080 shares

Expires 2033-02-28

F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2023. The extent to which the options become exercisable is dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. The Compensation Committee will determine if the performance criteria have been achieved prior to March 1, 2025. If the performance criteria is achieved, the options vest in three equal installments on March 1 in the years 2025-2027, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
HEATH TARA L.Chief Legal Officer
GrantClass A Common 541 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002110 · primarydocument.xml · nonDerivative · entry 2

HEATH TARA L. · CIK 0001680130 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,966

F3 · kind: On March 1, 2023, the Issuer granted 541 RSUs to the Reporting Person under the Issuer's Employee Equity Incentive Plan ("EEIP"). The shares will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates, and subject to accelerated vesting in certain situations.

F2 · balance_after: The shares reported include 1,304 shares of restricted stock subject to vesting conditions.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
HEATH TARA L.Chief Legal Officer
Tax withholdingClass A Common 144 $323.80 $46,627.20
Disclosure

SEC source: 0001562180-23-002110 · primarydocument.xml · nonDerivative · entry 1

HEATH TARA L. · CIK 0001680130 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,425

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 452 RSUs vest on March 1, 2023.

F2 · balance_after: The shares reported include 1,304 shares of restricted stock subject to vesting conditions.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
Fritsch Annette NVP of Product Design and R&D
GrantMarch 1, 2023 Stock Option · Derivative 926 $0.00 Strike: $323.80 $0.00
Disclosure

SEC source: 0001562180-23-002109 · primarydocument.xml · derivative · entry 3

Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 926

Underlying: Class A Common · 926 shares

Expires 2033-02-28

F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2023. The extent to which the options become exercisable is dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. The Compensation Committee will determine if the performance criteria have been achieved prior to March 1, 2025. If the performance criteria is achieved, the options vest in three equal installments on March 1 in the years 2025-2027, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
Fritsch Annette NVP of Product Design and R&D
GrantClass A Common 464 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002109 · primarydocument.xml · nonDerivative · entry 2

Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,617

F3 · kind: On March 1, 2023, the Issuer granted 464 RSUs to the Reporting Person under the Issuer's Employee Equity Incentive Plan ("EEIP"). The shares will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates, and subject to accelerated vesting in certain situations.

F2 · balance_after: The shares reported include 1,083 shares of restricted stock subject to vesting conditions.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
Fritsch Annette NVP of Product Design and R&D
Tax withholdingClass A Common 107 $323.80 $34,646.60
Disclosure

SEC source: 0001562180-23-002109 · primarydocument.xml · nonDerivative · entry 1

Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,153

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 308 RSUs vest on March 1, 2023.

F2 · balance_after: The shares reported include 1,083 shares of restricted stock subject to vesting conditions.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
O'Boyle Carolyn L.Chief People Officer
GrantMarch 1, 2023 Stock Option · Derivative 1,697 $0.00 Strike: $323.80 $0.00
Disclosure

SEC source: 0001562180-23-002108 · primarydocument.xml · derivative · entry 5

O'Boyle Carolyn L. · CIK 0001805290 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,697

Underlying: Class A Common · 1,697 shares

Expires 2033-02-28

F6 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2023. The extent to which the options become exercisable is dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. The Compensation Committee will determine if the performance criteria have been achieved prior to March 1, 2025. If the performance criteria is achieved, the options vest in three equal installments on March 1 in the years 2025-2027, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
O'Boyle Carolyn L.Chief People Officer
GrantMarch 1, 2021 Stock Option · Derivative 155 $0.00 Strike: $1,028.71 $0.00
Disclosure

SEC source: 0001562180-23-002108 · primarydocument.xml · derivative · entry 4

O'Boyle Carolyn L. · CIK 0001805290 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 467

Underlying: Class A Common · 467 shares

Expires 2031-02-28

F5 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2021. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2022 over Fiscal Year 2020. In February 2023, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2023-2025, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
O'Boyle Carolyn L.Chief People Officer
GrantMarch 2, 2020 Stock Option · Derivative 2,343 $0.00 Strike: $370.79 $0.00
Disclosure

SEC source: 0001562180-23-002108 · primarydocument.xml · derivative · entry 3

O'Boyle Carolyn L. · CIK 0001805290 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,030

Underlying: Class A Common · 7,030 shares

Expires 2030-02-28

F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 2, 2020. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2021 over Fiscal Year 2019. In February 2022, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2022-2024, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
O'Boyle Carolyn L.Chief People Officer
GrantClass A Common 850 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002108 · primarydocument.xml · nonDerivative · entry 2

O'Boyle Carolyn L. · CIK 0001805290 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,914

F2 · kind: On March 1, 2023, the Issuer granted 850 RSUs to the Reporting Person under the Issuer's Employee Equity Incentive Plan ("EEIP"). The shares will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates, and subject to accelerated vesting in certain situations

F3 · balance_after: The shares reported include 2,097 shares of restricted stock subject to vesting conditions.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:54 UTC
O'Boyle Carolyn L.Chief People Officer
Tax withholdingClass A Common 266 $323.80 $86,130.80
Disclosure

SEC source: 0001562180-23-002108 · primarydocument.xml · nonDerivative · entry 1

O'Boyle Carolyn L. · CIK 0001805290 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,064

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 850 RSUs vest on March 1, 2023.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:53 UTC
Geist John CChief Sales Officer
GrantMarch 1, 2023 Stock Option · Derivative 3,084 $0.00 Strike: $323.80 $0.00
Disclosure

SEC source: 0001562180-23-002106 · primarydocument.xml · derivative · entry 6

Geist John C · CIK 0001393650 · Chief Sales Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,084

Underlying: Class A Common · 3,084 shares

Expires 2033-02-28

F6 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2023. The extent to which the options become exercisable is dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. The Compensation Committee will determine if the performance criteria have been achieved prior to March 1, 2025. If the performance criteria is achieved, the options vest in three equal installments on March 1 in the years 2025-2027, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:53 UTC
Geist John CChief Sales Officer
GrantMarch 1, 2021 Stock Option · Derivative 208 $0.00 Strike: $1,028.71 $0.00
Disclosure

SEC source: 0001562180-23-002106 · primarydocument.xml · derivative · entry 5

Geist John C · CIK 0001393650 · Chief Sales Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 625

Underlying: Class A Common · 625 shares

Expires 2031-02-28

F5 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2021. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2022 over Fiscal Year 2020. In February 2023, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2023-2025, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:53 UTC
Geist John CChief Sales Officer
GrantMarch 1, 2020 Stock Option · Derivative 628 $0.00 Strike: $370.79 $0.00
Disclosure

SEC source: 0001562180-23-002106 · primarydocument.xml · derivative · entry 4

Geist John C · CIK 0001393650 · Chief Sales Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,883

Underlying: Class A Common · 1,883 shares

Expires 2030-02-28

F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2020. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2021 over Fiscal Year 2019. In February 2022, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2022-2024, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 14:53 UTC
Geist John CChief Sales Officer
GrantMarch 1, 2019 Stock Option · Derivative 637 $0.00 Strike: $312.56 $0.00
Disclosure

SEC source: 0001562180-23-002106 · primarydocument.xml · derivative · entry 3

Geist John C · CIK 0001393650 · Chief Sales Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,911

Underlying: Class A Common · 1,911 shares

Expires 2029-02-28

F3 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2019. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2020 over Fiscal Year 2018. In February 2021, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vested in three equal installments on March 1 in the years 2021-2023.

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March 01, 2023 Filed Mar 2, 2023 14:53 UTC
Geist John CChief Sales Officer
SaleClass A Common 646 $320.14 $206,810.44
Disclosure

SEC source: 0001562180-23-002106 · primarydocument.xml · nonDerivative · entry 2

Geist John C · CIK 0001393650 · Chief Sales Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,573

F2 · balance_after: The shares reported include 5,127 shares of restricted stock subject to vesting conditions. A total of 646 restricted shares vested on the Transaction Date.

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March 01, 2023 Filed Mar 2, 2023 14:53 UTC
Geist John CChief Sales Officer
GrantClass A Common 1,545 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002106 · primarydocument.xml · nonDerivative · entry 1

Geist John C · CIK 0001393650 · Chief Sales Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,219

F1 · kind: On March 1, 2023, the Issuer granted 1,545 RSUs to the Reporting Person under the Issuer's Employee Equity Incentive Plan ("EEIP"). The shares will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates, and subject to accelerated vesting in certain situations.

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March 01, 2023 Filed Mar 2, 2023 14:54 UTC
Lysyj LesyaChief Marketing Officer
GrantMarch 1, 2023 Stock Option · Derivative 1,500 $0.00 Strike: $323.80 $0.00
Disclosure

SEC source: 0001562180-23-002107 · primarydocument.xml · derivative · entry 4

Lysyj Lesya · CIK 0001592314 · Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,500

Underlying: Class A Common · 1,500 shares

Expires 2033-02-28

F5 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2023. The extent to which the options become exercisable is dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. The Compensation Committee will determine if the performance criteria have been achieved prior to March 1, 2025. If the performance criteria is achieved, the options vest in three equal installments on March 1 in the years 2025-2027, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

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March 01, 2023 Filed Mar 2, 2023 14:54 UTC
Lysyj LesyaChief Marketing Officer
GrantMarch 1, 2021 Stock Option · Derivative 181 $0.00 Strike: $1,028.71 $0.00
Disclosure

SEC source: 0001562180-23-002107 · primarydocument.xml · derivative · entry 3

Lysyj Lesya · CIK 0001592314 · Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 544

Underlying: Class A Common · 544 shares

Expires 2031-02-28

F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2021. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2022 over Fiscal Year 2020. In February 2023, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2023-2025, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

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March 01, 2023 Filed Mar 2, 2023 14:54 UTC
Lysyj LesyaChief Marketing Officer
GrantMarch 1, 2020 Stock Option · Derivative 556 $0.00 Strike: $370.79 $0.00
Disclosure

SEC source: 0001562180-23-002107 · primarydocument.xml · derivative · entry 2

Lysyj Lesya · CIK 0001592314 · Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,669

Underlying: Class A Common · 1,669 shares

Expires 2030-02-28

F3 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2020. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2021 over Fiscal Year 2019. In February 2022, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2022-2024, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

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March 01, 2023 Filed Mar 2, 2023 14:54 UTC
Lysyj LesyaChief Marketing Officer
GrantClass A Common 850 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002107 · primarydocument.xml · nonDerivative · entry 1

Lysyj Lesya · CIK 0001592314 · Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,080

F1 · kind: Represents a grant of Restricted Stock Units ("RSUs") under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). The RSUs will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer on the applicable vesting date, and subject to accelerated vesting in certain situations.

F2 · balance_after: The shares reported include 2,198 shares of restricted stock subject to vesting conditions. The Reporting Person had a total of 383 RSUs vest on March 1, 2023.

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March 01, 2023 Filed Mar 2, 2023 14:53 UTC
Murphy Matthew DonalChief Accounting Officer
GrantMarch 1, 2023 Stock Option · Derivative 771 $0.00 Strike: $323.80 $0.00
Disclosure

SEC source: 0001562180-23-002105 · primarydocument.xml · derivative · entry 2

Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 771

Underlying: Class A Common Stock · 771 shares

Expires 2033-02-28

F3 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2023. The extent to which the options become exercisable is dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. The Compensation Committee will determine if the performance criteria have been achieved prior to March 1, 2025. If the performance criteria is achieved, the options vest in three equal installments on March 1 in the years 2025-2027, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.

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March 01, 2023 Filed Mar 2, 2023 14:53 UTC
Murphy Matthew DonalChief Accounting Officer
GrantClass A Common 387 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-002105 · primarydocument.xml · nonDerivative · entry 1

Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,980

F1 · kind: Represents a grant of Restricted Stock Units ("RSUs") under the Issuer's Restated Employee Equity Incentive Plan. The RSUs will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer as of the applicable vesting date, and subject to accelerated vesting in certain situations.

F2 · balance_after: The shares reported include 1,150 shares of restricted stock subject to vesting conditions. A total of 452 RSUs and 50 ISPs vested on March 1, 2023.

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February 08, 2023 Filed Feb 9, 2023 13:50 UTC
Smalla Frank H.Chief Financial Officer
OtherClass A Common 70 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-001152 · primarydocument.xml · nonDerivative · entry 1

Smalla Frank H. · CIK 0001663087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,849

F1 · kind: Represents shares transferred to the Reporting Person's former spouse. The Reporting Person expressly disclaims beneficial ownership of these shares.

F2 · balance_after: The shares reported include 9,771 shares of restricted stock subject to vesting conditions.

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January 12, 2023 Filed Jan 13, 2023 21:16 UTC
O'Boyle Carolyn L.Chief People Officer
SaleClass A Common 50 $350.00 $17,500.00
Disclosure

SEC source: 0001562180-23-000406 · primarydocument.xml · nonDerivative · entry 1

O'Boyle Carolyn L. · CIK 0001805290 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,326

F1 · kind: The transactions reported in this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022.

F2 · balance_after: The shares reported include 2,124 shares of restricted stock subject to vesting conditions.

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January 03, 2023 Filed Jan 3, 2023 21:25 UTC
Geist John CChief Sales Officer
Tax withholdingClass A Common 78 $329.52 $25,702.56
Disclosure

SEC source: 0001562180-23-000031 · primarydocument.xml · nonDerivative · entry 1

Geist John C · CIK 0001393650 · Chief Sales Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,674

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of restricted stock awards.

F2 · balance_after: The shares reported include 4,228 shares of restricted stock subject to vesting conditions.

Read SEC document
January 03, 2023 Filed Jan 3, 2023 21:25 UTC
Fritsch Annette NVP of Product Design and R&D
Tax withholdingClass A Common 15 $329.52 $4,942.80
Disclosure

SEC source: 0001562180-23-000033 · primarydocument.xml · nonDerivative · entry 1

Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,260

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of restricted stock awards.

F2 · balance_after: The shares reported include 927 shares of restricted stock subject to vesting conditions.

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January 03, 2023 Filed Jan 3, 2023 21:25 UTC
HEATH TARA L.Chief Legal Officer
Tax withholdingClass A Common 37 $329.52 $12,192.24
Disclosure

SEC source: 0001562180-23-000032 · primarydocument.xml · nonDerivative · entry 1

HEATH TARA L. · CIK 0001680130 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,569

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of restricted stock awards.

F2 · balance_after: The shares reported include 1,215 shares of restricted stock subject to vesting conditions.

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January 03, 2023 Filed Jan 3, 2023 21:25 UTC
Smalla Frank H.Chief Financial Officer
Tax withholdingClass A Common 96 $329.52 $31,633.92
Disclosure

SEC source: 0001562180-23-000030 · primarydocument.xml · nonDerivative · entry 1

Smalla Frank H. · CIK 0001663087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,919

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of restricted stock awards.

F2 · balance_after: The shares reported include 9,771 shares of restricted stock subject to vesting conditions.

Read SEC document
January 03, 2023 Filed Jan 3, 2023 21:25 UTC
Burwick David ADirector · President and CEO
Tax withholdingClass A Common 282 $329.52 $92,924.64
Disclosure

SEC source: 0001562180-23-000029 · primarydocument.xml · nonDerivative · entry 1

Burwick David A · CIK 0001318320 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,852

F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of restricted stock awards.

F2 · balance_after: The shares reported include 13,684 shares of restricted stock subject to vesting conditions.

Read SEC document
December 14, 2022 Filed Dec 14, 2022 21:11 UTC GiftClass A Common 6,296 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-008277 · primarydocument.xml · nonDerivative · entry 1

Fisher Cynthia A · CIK 0001550860 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Foundation managed by Reporting Person

Disclosed balance after: 122,923

F1 · kind: This transaction is a Form 5 transaction being voluntarily reported early. On the Transaction Date, the Reporting Person's spouse gifted 6,296 shares from his direct ownership into a Foundation that the Reporting Person's spouse controls. The Reporting Person serves on the Board of Directors of the Foundation, but disclaims beneficial ownership of the shares.

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December 14, 2022 Filed Dec 14, 2022 21:11 UTC
KOCH C JAMESDirector · Chairman · 10% owner
GiftClass A Common 6,296 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-008276 · primarydocument.xml · nonDerivative · entry 3

KOCH C JAMES · CIK 0001008079 · Director · Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Foundation managed by Reporting Person

Disclosed balance after: 122,923

F1 · kind: This transaction is a Form 5 transaction being voluntarily reported early. On the Transaction Date, the Reporting Person gifted 6,296 shares from his direct ownership into a Foundation he controls.

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December 14, 2022 Filed Dec 14, 2022 21:11 UTC
KOCH C JAMESDirector · Chairman · 10% owner
GiftClass A Common 4,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-008276 · primarydocument.xml · nonDerivative · entry 2

KOCH C JAMES · CIK 0001008079 · Director · Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,087

F3 · kind: This transaction is a Form 5 transaction being voluntarily reported early. On the Transaction Date, the Reporting Person gifted 4,500 shares from his direct ownership to a charitable foundation for which he exercises no control or ownership.

F2 · balance_after: The shares reported include 131 shares of restricted stock subject to vesting conditions.

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December 14, 2022 Filed Dec 14, 2022 21:11 UTC
KOCH C JAMESDirector · Chairman · 10% owner
GiftClass A Common 6,296 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-008276 · primarydocument.xml · nonDerivative · entry 1

KOCH C JAMES · CIK 0001008079 · Director · Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,587

F1 · kind: This transaction is a Form 5 transaction being voluntarily reported early. On the Transaction Date, the Reporting Person gifted 6,296 shares from his direct ownership into a Foundation he controls.

F2 · balance_after: The shares reported include 131 shares of restricted stock subject to vesting conditions.

Read SEC document
December 01, 2022 Filed Dec 2, 2022 21:07 UTC
O'Boyle Carolyn L.Chief People Officer
SaleClass A Common 50 $386.43 $19,321.50
Disclosure

SEC source: 0001562180-22-007993 · primarydocument.xml · nonDerivative · entry 1

O'Boyle Carolyn L. · CIK 0001805290 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,376

F1 · kind: The transactions reported in this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2022.

F2 · balance_after: The shares reported include 2,124 shares of restricted stock subject to vesting conditions.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.