Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MALIBU BOATS, INC.MBUU · Entity 5439 | Director | October 26, 2023 | October 30, 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 October 26, 2023 · Filed October 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,258 |
Reported balance
After 2023-10-26 transaction · row 1
1 source rowRow 1 · 2023-10-26 · Grant · Acquired 2,426 · Balance 10,258 F1: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 2,426 shares of Class A Common Stock on October 26, 2023 for her service on the board of directors of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 2,426 shares of Class A Common Stock on October 26, 2023 for her service on the board of directors of the Issuer.
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 |
|---|---|---|---|---|---|---|
| October 26, 2023 Filed Oct 30, 2023 22:54 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-23-000106 · wk-form4_1698706440.xml · nonDerivative · entry 1 Lewis Joan M · CIK 0001630504 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,258 F1 · kind: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 2,426 shares of Class A Common Stock on October 26, 2023 for her service on the board of directors of the Issuer. Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 21:45 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 2,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-22-000086 · wf-form4_166785752944634.xml · nonDerivative · entry 1 Lewis Joan M · CIK 0001630504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,832 F1 · kind: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 2,105 shares of Class A Common Stock on November 3, 2022 for her service on the board of directors of the Issuer. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:06 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 1,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-21-000100 · wf-form4_163614277381321.xml · nonDerivative · entry 1 Lewis Joan M · CIK 0001630504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,727 F1 · shares: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 1,481 shares of Class A Common Stock on November 3, 2021 for her service on the board of directors of the Issuer. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:13 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 1,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-20-000092 · wf-form4_160461064372656.xml · nonDerivative · entry 1 Lewis Joan M · CIK 0001630504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,246 F1 · shares: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 1,376 shares of Class A Common Stock on November 3, 2020 for her service on the board of directors of the Issuer. Read SEC document |
| November 06, 2019 Filed Nov 8, 2019 21:18 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 2,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-19-000112 · wf-form4_157324789377646.xml · nonDerivative · entry 1 Lewis Joan M · CIK 0001630504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,870 F1 · kind: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 2,224 shares of Class A Common Stock on November 6, 2019 for her service on the board of directors of the Issuer. Read SEC document |
| July 16, 2019 Filed Jul 18, 2019 20:50 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-19-000064 · wf-form4_156348300838204.xml · nonDerivative · entry 1 Lewis Joan M · CIK 0001630504 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646 F1 · kind: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 646 shares of Class A Common Stock on July 16, 2019 in connection with her appointment to the board of directors of the Issuer. 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.