person · Reporting owner
Calagione Samuel A. III
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON BEER CO INCSAM · Entity 4577 | Founder & Brewer, Dogfish Head | August 10, 2023 | August 14, 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.
BOSTON BEER CO INC
Report date August 10, 2023 · Filed August 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 94,020 |
Reported balance
After 2023-08-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-08-10 · Sale · Disposed 931 · Balance 94,020 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F2: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 931 shares is from $359.27 to $360.25. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 89,538 |
Reported balance
After 2023-08-10 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-08-10 · Sale · Disposed 4,482 · Balance 89,538 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F3: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 4,482 shares is from $360.28 to $361.27. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 85,569 |
Reported balance
After 2023-08-10 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-08-10 · Sale · Disposed 3,969 · Balance 85,569 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F4: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 3,696 shares is from $361.29 to $362.28. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 83,432 |
Reported balance
After 2023-08-10 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2023-08-10 · Sale · Disposed 2,137 · Balance 83,432 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F5: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 2,137 shares is from $362.31 to $363.30. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 82,454 |
Reported balance
After 2023-08-10 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2023-08-10 · Sale · Disposed 978 · Balance 82,454 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F6: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 978 shares is from $363.32 to $364.30. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 82,242 |
Reported balance
After 2023-08-10 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2023-08-10 · Sale · Disposed 212 · Balance 82,242 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F7: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 212 shares is from $364.36 to $365.32. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 82,050 |
Reported balance
After 2023-08-10 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2023-08-10 · Sale · Disposed 192 · Balance 82,050 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F8: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 192 shares is from $365.50 to $365.67. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 80,679 |
Reported balance
After 2023-08-11 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2023-08-11 · Sale · Disposed 1,371 · Balance 80,679 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F9: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,371 shares is from $353.20 to $$354.19. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 79,190 |
Reported balance
After 2023-08-11 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2023-08-11 · Sale · Disposed 1,489 · Balance 79,190 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F10: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,489 shares is from $354.21 to $$355.20. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 76,617 |
Reported balance
After 2023-08-11 transaction · row 10
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 10 · 2023-08-11 · Sale · Disposed 2,573 · Balance 76,617 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F11: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 2,573 shares is from $355.21 to $356.14. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 75,129 |
Reported balance
After 2023-08-11 transaction · row 11
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 11 · 2023-08-11 · Sale · Disposed 1,488 · Balance 75,129 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F12: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 4,670 shares is from $357.26 to $358.21. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 70,459 |
Reported balance
After 2023-08-11 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2023-08-11 · Sale · Disposed 4,670 · Balance 70,459 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F12: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 4,670 shares is from $357.26 to $358.21. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | IndirectBy Limited Partnership managed by Reporting Person | 67,951 |
Reported balance
After 2023-08-11 transaction · row 13
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 13 · 2023-08-11 · Sale · Disposed 2,508 · Balance 67,951 F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person. F13: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 2,508 shares is from $358.26 to $358.85. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. |
| Class A CommonSEC Table I · non-derivative | Direct | 14,040 |
Reported balance
Holding disclosure · report date 2023-08-10 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 14,040 |
| Class A CommonSEC Table I · non-derivative | IndirectBy Family Trust | 102,284 |
Reported balance
Holding disclosure · report date 2023-08-10 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 102,284 |
| Class A CommonSEC Table I · non-derivative | IndirectBy Dynasty Trust | 99,430 |
Reported balance
Holding disclosure · report date 2023-08-10 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 99,430 |
| Class A CommonSEC Table I · non-derivative | IndirectBy Trust for the Reporting Person's daughter | 27,165 |
Reported balance
Holding disclosure · report date 2023-08-10 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 27,165 |
| Class A CommonSEC Table I · non-derivative | IndirectBy Trust for the Reporting Person's son | 27,165 |
Reported balance
Holding disclosure · report date 2023-08-10 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 27,165 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents the sale of shares owned by a Limited Partnership managed by the Reporting Person.
F10: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,489 shares is from $354.21 to $$355.20. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F11: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 2,573 shares is from $355.21 to $356.14. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F12: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 4,670 shares is from $357.26 to $358.21. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F13: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 2,508 shares is from $358.26 to $358.85. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F2: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 931 shares is from $359.27 to $360.25. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F3: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 4,482 shares is from $360.28 to $361.27. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F4: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 3,696 shares is from $361.29 to $362.28. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F5: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 2,137 shares is from $362.31 to $363.30. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F6: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 978 shares is from $363.32 to $364.30. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F7: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 212 shares is from $364.36 to $365.32. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F8: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 192 shares is from $365.50 to $365.67. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
F9: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,371 shares is from $353.20 to $$354.19. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant.
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 |
|---|---|---|---|---|---|---|
| July 29, 2019 Filed Jul 29, 2019 20:26 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004083 · primarydocument.xml · nonDerivative · entry 1 Calagione Samuel A. III · CIK 0001778852 · Founder & Brewer, Dogfish Head 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for the Reporting Person's minor son Disclosed balance after: 27,165 F1 · kind: On May 8, 2019, the Issuer entered into certain agreements to acquire all of the equity interests held by certain private entities in Dogfish Head Brewery (the "Former DFH Equityholders"). On July 3, 2019, the Issuer issued shares of restricted Class A Common Stock to the Former DFH Equityholders in connection with the closing of the transaction. On July 29, 2019, the Issuer issued additional restricted shares to the Former DFH Equityholders pursuant to the agreements, after taking into account a post-closing cash-related adjustment. Read SEC document |
| July 15, 2019 Filed Jul 24, 2019 20:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GiftClass A Common | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004041 · primarydocument.xml · nonDerivative · entry 2 Calagione Samuel A. III · CIK 0001778852 · Founder & Brewer, Dogfish Head 10b5-1 filing: Not disclosed Ownership: Indirect · By The Beer & Benevolence Foundation Disclosed balance after: 25,000 F1 · kind: This transaction is a Form 5 transaction being voluntarily reported early. On the Effective Date of the Transaction, the Family Trust gifted 25,000 shares of common stock to a foundation controlled by the Reporting Person. Read SEC document |
| July 15, 2019 Filed Jul 24, 2019 20:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GiftClass A Common | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004041 · primarydocument.xml · nonDerivative · entry 1 Calagione Samuel A. III · CIK 0001778852 · Founder & Brewer, Dogfish Head 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 137,527 F1 · kind: This transaction is a Form 5 transaction being voluntarily reported early. On the Effective Date of the Transaction, the Family Trust gifted 25,000 shares of common stock to a foundation controlled by the Reporting Person. 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.