Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MALIBU BOATS, INC.MBUU · Entity 5439 | Director · Chief Executive Officer | November 06, 2023 | November 08, 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.
MALIBU BOATS, INC.
Report date November 06, 2023 · Filed November 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 149,683 |
Last balance in matching sequence
After 2023-11-06 transaction · row 7
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
7 source rowsRow 1 · 2023-11-06 · Tax withholding · Disposed 1,449 · Balance 128,075 F1: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 3,680 shares under a restricted stock award granted on November 22, 2019. F2: As of the transaction date, includes 3,244 shares of restricted stock vesting on November 6, 2024, 7,407 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2024, 16,650 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2024 and 23,151 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2024. Row 2 · 2023-11-06 · Tax withholding · Disposed 1,277 · Balance 126,798 F3: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 3,245 shares under a restricted stock award granted on November 3, 2020. F2: As of the transaction date, includes 3,244 shares of restricted stock vesting on November 6, 2024, 7,407 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2024, 16,650 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2024 and 23,151 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2024. Row 3 · 2023-11-06 · Tax withholding · Disposed 1,458 · Balance 125,340 F4: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 3,704 shares under a restricted stock award granted on November 3, 2021. F2: As of the transaction date, includes 3,244 shares of restricted stock vesting on November 6, 2024, 7,407 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2024, 16,650 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2024 and 23,151 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2024. Row 4 · 2023-11-06 · Tax withholding · Disposed 2,184 · Balance 123,156 F5: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 5,550 shares under a restricted stock award granted on November 3, 2022. F2: As of the transaction date, includes 3,244 shares of restricted stock vesting on November 6, 2024, 7,407 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2024, 16,650 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2024 and 23,151 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2024. Row 5 · 2023-11-06 · Grant · Acquired 23,151 · Balance 146,307 F6: The reporting person was issued an equity award of 23,151 shares of restricted stock on November 6, 2023, vesting in four substantially equal annual installments beginning on November 6, 2024, in consideration of services performed for the Issuer in fiscal 2023. F2: As of the transaction date, includes 3,244 shares of restricted stock vesting on November 6, 2024, 7,407 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2024, 16,650 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2024 and 23,151 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2024. Row 6 · 2023-11-06 · Grant · Acquired 5,568 · Balance 151,875 F7: Represents shares of the Issuer's Class A Common Stock vesting under performance-based restricted stock awards granted on November 3, 2020. F2: As of the transaction date, includes 3,244 shares of restricted stock vesting on November 6, 2024, 7,407 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2024, 16,650 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2024 and 23,151 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2024. Row 7 · 2023-11-06 · Tax withholding · Disposed 2,192 · Balance 149,683 F8: Represents shares of the Issuer's Class A Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock awards referenced in footnote 7. F2: As of the transaction date, includes 3,244 shares of restricted stock vesting on November 6, 2024, 7,407 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2024, 16,650 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2024 and 23,151 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2024. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 14,139 |
Reported balance
Holding disclosure · report date 2023-11-06 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 14,139 F9: The 14,139 shares of Class A Common Stock are held directly by a limited liability company. The reporting person and his wife each own a 50% membership interest in, and the reporting person is the managing member of, the limited liability company. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 3,680 shares under a restricted stock award granted on November 22, 2019.
F2: As of the transaction date, includes 3,244 shares of restricted stock vesting on November 6, 2024, 7,407 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2024, 16,650 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2024 and 23,151 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2024.
F3: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 3,245 shares under a restricted stock award granted on November 3, 2020.
F4: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 3,704 shares under a restricted stock award granted on November 3, 2021.
F5: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 5,550 shares under a restricted stock award granted on November 3, 2022.
F6: The reporting person was issued an equity award of 23,151 shares of restricted stock on November 6, 2023, vesting in four substantially equal annual installments beginning on November 6, 2024, in consideration of services performed for the Issuer in fiscal 2023.
F7: Represents shares of the Issuer's Class A Common Stock vesting under performance-based restricted stock awards granted on November 3, 2020.
F8: Represents shares of the Issuer's Class A Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock awards referenced in footnote 7.
F9: The 14,139 shares of Class A Common Stock are held directly by a limited liability company. The reporting person and his wife each own a 50% membership interest in, and the reporting person is the managing member of, the limited liability company.
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 |
|---|---|---|---|---|---|---|
| August 22, 2018 Filed Aug 24, 2018 20:57 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $42.13 | $0.00 |
DisclosureSEC source: 0001590976-18-000060 · wf-form4_153514426075898.xml · derivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires 2024-08-21 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning on August 22, 2019. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 21:05 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GiftUnits of Malibu Boats Holdings, LLC · Derivative | 122,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-18-000055 · wf-form4_153358951460113.xml · derivative · entry 4 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 122,735 Underlying: Class A Common Stock · 122,735 shares Expires not disclosed F4 · derivative.exercise_price: Pursuant to the terms of exchange agreements between the Issuer and holders of LLC Units, a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F5 · kind: The reporting person transferred his directly held LLC Units to Bull Shark LLC for no consideration. The reporting person and his wife each own a 50% membership interest in Bull Shark LLC. As the reporting person resides in a state with community property laws, the transfer does not result in a change in economic interest of the LLC Units. F4 · derivative.exercise_date: Pursuant to the terms of exchange agreements between the Issuer and holders of LLC Units, a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F4 · derivative.expiration_date: Pursuant to the terms of exchange agreements between the Issuer and holders of LLC Units, a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F3 · ownership.nature: The share of Class B Common Stock and LLC Units are held through Bull Shark LLC. The reporting person and his wife each own a 50% membership interest in Bull Shark LLC and the reporting person is the managing member of Bull Shark LLC. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 21:05 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GiftUnits of Malibu Boats Holdings, LLC · Derivative | 122,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-18-000055 · wf-form4_153358951460113.xml · derivative · entry 3 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 122,735 shares Expires not disclosed F4 · derivative.exercise_price: Pursuant to the terms of exchange agreements between the Issuer and holders of LLC Units, a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F5 · kind: The reporting person transferred his directly held LLC Units to Bull Shark LLC for no consideration. The reporting person and his wife each own a 50% membership interest in Bull Shark LLC. As the reporting person resides in a state with community property laws, the transfer does not result in a change in economic interest of the LLC Units. F4 · derivative.exercise_date: Pursuant to the terms of exchange agreements between the Issuer and holders of LLC Units, a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F4 · derivative.expiration_date: Pursuant to the terms of exchange agreements between the Issuer and holders of LLC Units, a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 21:05 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GiftClass B Common Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-18-000055 · wf-form4_153358951460113.xml · nonDerivative · entry 2 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1 F2 · kind: In connection with the receipt of the LLC Units by Bull Shark LLC, a share of the Issuer's Class B Common Stock was issued to Bull Shark LLC. F2 · price: In connection with the receipt of the LLC Units by Bull Shark LLC, a share of the Issuer's Class B Common Stock was issued to Bull Shark LLC. F3 · ownership.nature: The share of Class B Common Stock and LLC Units are held through Bull Shark LLC. The reporting person and his wife each own a 50% membership interest in Bull Shark LLC and the reporting person is the managing member of Bull Shark LLC. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 21:05 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GiftClass B Common Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-18-000055 · wf-form4_153358951460113.xml · nonDerivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The share of Malibu Boats, Inc. (the "Issuer") Class B Common Stock held directly by the reporting person was cancelled in connection with the transfer of the limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units") by the reporting person to Bull Shark LLC for no consideration. F1 · price: The share of Malibu Boats, Inc. (the "Issuer") Class B Common Stock held directly by the reporting person was cancelled in connection with the transfer of the limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units") by the reporting person to Bull Shark LLC for no consideration. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 22:18 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | ConversionUnits of Malibu Boats Holdings, LLC · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000209 · wf-form4_151320350548688.xml · derivative · entry 3 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,735 Underlying: Class A Common Stock · 40,000 shares Expires not disclosed 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 · derivative.exercise_price: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F2 · kind: The reporting person exchanged LLC Units for the equivalent number of shares of the Issuer's Class A Common Stock in accordance with the terms of the Exchange Agreement. F2 · shares: The reporting person exchanged LLC Units for the equivalent number of shares of the Issuer's Class A Common Stock in accordance with the terms of the Exchange Agreement. F1 · derivative.exercise_date: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F1 · derivative.expiration_date: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 22:18 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | SaleClass A Common Stock | 40,000 | $31.20 | $1,248,000.00 |
DisclosureSEC source: 0001590976-17-000209 · wf-form4_151320350548688.xml · nonDerivative · entry 2 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,815 F3 · balance_after: Includes 3,390 shares of restricted stock vesting on November 6, 2018, 11,300 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2018, 15,187 shares of restricted stock vesting in three substantially equal annual installments beginning November 4, 2018 and 11,000 shares of restricted stock vesting in four equal annual installments beginning November 6, 2018. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 22:18 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | ConversionClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000209 · wf-form4_151320350548688.xml · nonDerivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,815 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: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F2 · kind: The reporting person exchanged LLC Units for the equivalent number of shares of the Issuer's Class A Common Stock in accordance with the terms of the Exchange Agreement. F3 · balance_after: Includes 3,390 shares of restricted stock vesting on November 6, 2018, 11,300 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2018, 15,187 shares of restricted stock vesting in three substantially equal annual installments beginning November 4, 2018 and 11,000 shares of restricted stock vesting in four equal annual installments beginning November 6, 2018. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 21:18 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | ConversionUnits of Malibu Boats Holdings, LLC · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000199 · wf-form4_151060787534842.xml · derivative · entry 3 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,735 Underlying: Class A Common Stock · 40,000 shares Expires not disclosed 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 · derivative.exercise_price: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F2 · kind: The reporting person exchanged LLC Units for the equivalent number of shares of the Issuer's Class A Common Stock in accordance with the terms of the Exchange Agreement. F2 · shares: The reporting person exchanged LLC Units for the equivalent number of shares of the Issuer's Class A Common Stock in accordance with the terms of the Exchange Agreement. F1 · derivative.exercise_date: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F1 · derivative.expiration_date: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 21:18 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | SaleClass A Common Stock | 40,000 | $27.76 | $1,110,400.00 |
DisclosureSEC source: 0001590976-17-000199 · wf-form4_151060787534842.xml · nonDerivative · entry 2 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,815 F3 · balance_after: Includes 3,390 shares of restricted stock vesting on November 6, 2018, 11,300 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2018, 15,187 shares of restricted stock vesting in three substantially equal annual installments beginning November 4, 2018 and 11,000 shares of restricted stock vesting in four equal annual installments beginning November 6, 2018. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 21:18 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | ConversionClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000199 · wf-form4_151060787534842.xml · nonDerivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,815 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: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F2 · kind: The reporting person exchanged LLC Units for the equivalent number of shares of the Issuer's Class A Common Stock in accordance with the terms of the Exchange Agreement. F3 · balance_after: Includes 3,390 shares of restricted stock vesting on November 6, 2018, 11,300 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2018, 15,187 shares of restricted stock vesting in three substantially equal annual installments beginning November 4, 2018 and 11,000 shares of restricted stock vesting in four equal annual installments beginning November 6, 2018. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 00:26 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 1,546 | $31.60 | $48,853.60 |
DisclosureSEC source: 0001590976-17-000184 · wf-form4_151010075202326.xml · nonDerivative · entry 3 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,815 F5 · kind: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 5,651 shares under a restricted stock award granted on November 6, 2015 in respect of the Issuer's 2016 fiscal year. F4 · balance_after: Includes 3,390 shares of restricted stock vesting on November 6, 2018, 11,300 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2018 and 15,187 shares of restricted stock vesting in three substantially equal annual installments beginning November 4, 2018. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 00:26 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 928 | $31.60 | $29,324.80 |
DisclosureSEC source: 0001590976-17-000184 · wf-form4_151010075202326.xml · nonDerivative · entry 2 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,361 F3 · kind: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 3,391 shares under a restricted stock award granted on November 6, 2015 in respect of the Issuer's 2015 fiscal year. F4 · balance_after: Includes 3,390 shares of restricted stock vesting on November 6, 2018, 11,300 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2018 and 15,187 shares of restricted stock vesting in three substantially equal annual installments beginning November 4, 2018. Read SEC document |
| November 06, 2017 Filed Nov 9, 2017 00:16 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $30.87 | $0.00 |
DisclosureSEC source: 0001590976-17-000195 · wf-form4_151018657775135.xml · derivative · entry 2 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2023-11-05 F4 · derivative.exercise_date: The option vests in four equal annual installments beginning on November 6, 2018. Read SEC document |
| November 06, 2017 Filed Nov 9, 2017 00:16 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000195 · wf-form4_151018657775135.xml · nonDerivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,815 F1 · kind: The reporting person was issued an equity award of 11,000 shares of restricted stock on November 6, 2017 in consideration of services performed for the Issuer in fiscal 2017. F2 · kind: The shares of restricted stock will vest in four substantially equal annual installments beginning on November 6, 2018. F3 · balance_after: Includes 3,390 shares of restricted stock vesting on November 6, 2018, 11,300 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2018 and 15,187 shares of restricted stock vesting in three substantially equal annual installments beginning November 4, 2018. Read SEC document |
| November 04, 2017 Filed Nov 8, 2017 00:26 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 1,385 | $31.60 | $43,766.00 |
DisclosureSEC source: 0001590976-17-000184 · wf-form4_151010075202326.xml · nonDerivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,289 F1 · kind: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 5,063 shares under a restricted stock award granted on November 4, 2016. F2 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017, 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2017 and 15,187 shares of restricted stock vesting in three substantially equal annual installments beginning November 4, 2018. Read SEC document |
| September 13, 2017 Filed Sep 15, 2017 18:22 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 1,385 | $27.29 | $37,796.65 |
DisclosureSEC source: 0001590976-17-000123 · wf-form4_150549972091017.xml · nonDerivative · entry 6 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,674 F7 · kind: Represents shares of the Issuer's Class A Common Stock withheld for tax withholding purposes in connection with the vesting of 5,063 performance-based restricted stock awards granted on November 4, 2016 in respect of the Issuer's 2017 fiscal year. F2 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017, 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2017 and 20,250 shares of restricted stock vesting in four substantially equal annual installments beginning November 4, 2017. Read SEC document |
| September 13, 2017 Filed Sep 15, 2017 18:22 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 5,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000123 · wf-form4_150549972091017.xml · nonDerivative · entry 5 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,059 F6 · kind: Represents shares of the Issuer's Class A Common Stock vesting under performance-based restricted stock awards granted on November 4, 2016 in respect of the Issuer's 2017 fiscal year. F2 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017, 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2017 and 20,250 shares of restricted stock vesting in four substantially equal annual installments beginning November 4, 2017. Read SEC document |
| September 13, 2017 Filed Sep 15, 2017 18:22 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 1,546 | $27.29 | $42,190.34 |
DisclosureSEC source: 0001590976-17-000123 · wf-form4_150549972091017.xml · nonDerivative · entry 4 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,996 F5 · kind: Represents shares of the Issuer's Class A Common Stock withheld for tax withholding purposes in connection with the vesting of 5,650 performance-based restricted stock awards granted on November 6, 2015 in respect of the Issuer's 2016 fiscal year. F2 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017, 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2017 and 20,250 shares of restricted stock vesting in four substantially equal annual installments beginning November 4, 2017. Read SEC document |
| September 13, 2017 Filed Sep 15, 2017 18:22 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 5,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000123 · wf-form4_150549972091017.xml · nonDerivative · entry 3 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,542 F4 · kind: Represents shares of the Issuer's Class A Common Stock vesting under performance-based restricted stock awards granted on November 6, 2015 in respect of the Issuer's 2016 fiscal year. F2 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017, 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2017 and 20,250 shares of restricted stock vesting in four substantially equal annual installments beginning November 4, 2017. Read SEC document |
| September 13, 2017 Filed Sep 15, 2017 18:22 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 1,855 | $27.29 | $50,622.95 |
DisclosureSEC source: 0001590976-17-000123 · wf-form4_150549972091017.xml · nonDerivative · entry 2 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,892 F3 · kind: Represents shares of the Issuer's Class A Common Stock withheld for tax withholding purposes in connection with the vesting of 6,780 performance-based restricted stock awards granted on November 6, 2015 in respect of the Issuer's 2015 fiscal year. F2 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017, 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2017 and 20,250 shares of restricted stock vesting in four substantially equal annual installments beginning November 4, 2017. Read SEC document |
| September 13, 2017 Filed Sep 15, 2017 18:22 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 6,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000123 · wf-form4_150549972091017.xml · nonDerivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,747 F1 · kind: Represents shares of the Issuer's Class A Common Stock vesting under performance-based restricted stock awards granted on November 6, 2015 in respect of the Issuer's 2015 fiscal year. F2 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017, 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2017 and 20,250 shares of restricted stock vesting in four substantially equal annual installments beginning November 4, 2017. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 21:58 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantEmployee Stock Option (right to buy) · Derivative | 52,000 | $0.00 Strike: $25.85 | $0.00 |
DisclosureSEC source: 0001590976-17-000061 · wf-form4_149885991974987.xml · derivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,000 Underlying: Class A Common Stock · 52,000 shares Expires 2023-06-28 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning on June 29, 2018. Read SEC document |
| November 06, 2016 Filed Nov 9, 2016 01:23 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 1,546 | $15.62 | $24,148.52 |
DisclosureSEC source: 0001590976-16-000328 · wf-form4_147865460506927.xml · nonDerivative · entry 3 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,967 F5 · kind: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 5,650 shares under a restricted stock award granted on November 6, 2015. F3 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017 and 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning November 6, 2017. Read SEC document |
| November 06, 2016 Filed Nov 9, 2016 01:23 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 928 | $15.62 | $14,495.36 |
DisclosureSEC source: 0001590976-16-000328 · wf-form4_147865460506927.xml · nonDerivative · entry 2 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,513 F4 · kind: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 3,390 shares under a restricted stock award granted on November 6, 2015. F3 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017 and 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning November 6, 2017. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 01:23 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 20,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-16-000328 · wf-form4_147865460506927.xml · nonDerivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,441 F1 · kind: The reporting person was issued an equity award of 20,250 shares of restricted stock on November 4, 2016 in consideration of services performed for the Issuer in fiscal 2016. F2 · kind: The shares of restricted stock will vest in four substantially equal annual installments beginning November 4, 2017. F3 · balance_after: Includes 6,781 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2017 and 16,951 shares of restricted stock vesting in three substantially equal annual installments beginning November 6, 2017. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 12:12 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 1,545 | $14.10 | $21,784.50 |
DisclosureSEC source: 0001590976-16-000254 · wf-form4_147402794402283.xml · nonDerivative · entry 4 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,191 F5 · kind: Represents shares of the Issuer's Class A Common Stock withheld for tax withholding purposes in connection with the vesting of 5,650 performance-based restricted stock awards granted on November 6, 2015 in respect of the Issuer's 2016 fiscal year. F2 · balance_after: Includes 10,171 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2016 and 22,601 shares of restricted stock vesting in four equal annual installments beginning on November 6, 2016. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 12:12 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 5,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-16-000254 · wf-form4_147402794402283.xml · nonDerivative · entry 3 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,736 F4 · kind: Represents shares of the Issuer's Class A Common Stock vesting under performance-based restricted stock awards granted on November 6, 2015 in respect of the Issuer's 2016 fiscal year. F2 · balance_after: Includes 10,171 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2016 and 22,601 shares of restricted stock vesting in four equal annual installments beginning on November 6, 2016. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 12:12 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 1,854 | $14.10 | $26,141.40 |
DisclosureSEC source: 0001590976-16-000254 · wf-form4_147402794402283.xml · nonDerivative · entry 2 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,086 F3 · kind: Represents shares of the Issuer's Class A Common Stock withheld for tax withholding purposes in connection with the vesting of 6,780 performance-based restricted stock awards granted on November 6, 2015 in respect of the Issuer's 2015 fiscal year. F2 · balance_after: Includes 10,171 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2016 and 22,601 shares of restricted stock vesting in four equal annual installments beginning on November 6, 2016. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 12:12 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 6,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-16-000254 · wf-form4_147402794402283.xml · nonDerivative · entry 1 Springer Jackie D. Jr. · CIK 0001598726 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,940 F1 · kind: Represents shares of the Issuer's Class A Common Stock vesting under performance-based restricted stock awards granted on November 6, 2015 in respect of the Issuer's 2015 fiscal year. F2 · balance_after: Includes 10,171 shares of restricted stock vesting in three equal annual installments beginning on November 6, 2016 and 22,601 shares of restricted stock vesting in four equal annual installments beginning on November 6, 2016. 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.