Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARINEMAX INCHZO · Entity 4865 | Director | November 17, 2023 | November 20, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MARINEMAX INC
Report date November 17, 2023 · Filed November 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,454 |
Reported balance
After 2023-11-18 transaction · row 1
1 source rowRow 1 · 2023-11-18 · Exercise / conversion · Acquired 4,044 · Balance 98,454 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,616 |
Reported balance
After 2023-11-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-11-17 · Grant · Acquired 4,616 · Balance 4,616 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F2: The restricted stock units vest on November 17, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-11-18 · Exercise / conversion · Disposed 4,044 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F3: The restricted stock units vested on November 18, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock.
F2: The restricted stock units vest on November 17, 2024.
F3: The restricted stock units vested on November 18, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 30, 2018 Filed Jul 3, 2018 17:10 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 428 | $18.95 | $8,110.60 |
DisclosureSEC source: 0001209191-18-040656 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,031 F1 · price: The shares were issued to the reporting person representing a part of the quarterly portion of the director's annual retainer fee. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 20:19 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 417 | $19.45 | $8,110.65 |
DisclosureSEC source: 0001209191-18-022931 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,603 F1 · price: The shares were issued to the reporting person representing a part of the quarterly portion of the director's annual retainer fee. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:18 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $12.46 | $0.00 |
DisclosureSEC source: 0001209191-18-013340 · doc4.xml · derivative · entry 3 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2018-03-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:18 UTC | MARINEMAX INC HZO · Entity 4865 | SaleCommon Stock | 2,500 | $21.20 | $53,000.00 |
DisclosureSEC source: 0001209191-18-013340 · doc4.xml · nonDerivative · entry 2 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,186 F1 · kind: The shares were exercised and sold pursuant to a 10b5-1 Sales Plan. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:18 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 2,500 | $12.46 | $31,150.00 |
DisclosureSEC source: 0001209191-18-013340 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,686 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The shares were exercised and sold pursuant to a 10b5-1 Sales Plan. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:36 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 429 | $18.90 | $8,108.10 |
DisclosureSEC source: 0001209191-18-000914 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,186 F1 · price: The shares were issued to the reporting person representing a part of the quarterly portion of the director's annual retainer fee. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 22:27 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061244 · doc4.xml · derivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Marinemax, Inc. Common Stock. F2 · derivative.exercise_date: The restricted stock units are all scheduled to vest on November 15, 2018. F2 · derivative.expiration_date: The restricted stock units are all scheduled to vest on November 15, 2018. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:39 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 490 | $16.55 | $8,109.50 |
DisclosureSEC source: 0001209191-17-055324 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,757 F1 · price: The shares were issued to the reporting person representing a part of the quarterly portion of the director's annual retainer fee. Read SEC document |
| July 24, 2017 Filed Aug 2, 2017 20:49 UTC | MARINEMAX INC HZO · Entity 4865 | PurchaseCommon Stock | 1,000 | $14.15 | $14,150.00 |
DisclosureSEC source: 0001209191-17-047131 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,267 Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 19:24 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 415 | $19.55 | $8,113.25 |
DisclosureSEC source: 0001209191-17-042811 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,267 F1 · price: The shares were issued to the reporting person representing a part of the quarterly portion of the director's annual retainer fee. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:37 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 375 | $21.65 | $8,118.75 |
DisclosureSEC source: 0001209191-17-024832 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,852 F1 · price: The shares were issued to the reporting person representing a part of the quarterly portion of the director's annual retainer fee. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:36 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 419 | $19.35 | $8,107.65 |
DisclosureSEC source: 0001209191-17-000383 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,477 F1 · price: The shares were issued to the reporting person representing a part of the quarterly portion of the director's annual retainer fee. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:50 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 5,000 | $17.10 | $85,500.00 |
DisclosureSEC source: 0001209191-16-150277 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,058 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:50 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 328 | $20.95 | $6,871.60 |
DisclosureSEC source: 0001209191-16-143716 · doc4.xml · nonDerivative · entry 1 Watters Joseph Allen · CIK 0001340722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,058 F1 · price: The shares were issued to the reporting person representing a part of the quarterly portion of the director's annual retainer fee. 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.