Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON BEER CO INCSAM · Entity 4577 | Chief Sales Officer | July 28, 2023 | July 31, 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 July 28, 2023 · Filed July 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 5,573 |
Last balance in matching sequence
After 2023-07-28 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-07-28 · Exercise / conversion · Acquired 3,524 · Balance 9,097 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2023. F2: The shares reported include 5,127 shares of restricted stock subject to vesting conditions. Row 2 · 2023-07-28 · Sale · Disposed 3,524 · Balance 5,573 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2023. F2: The shares reported include 5,127 shares of restricted stock subject to vesting conditions. |
| 1-1-2016 Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $201.91 · Expires 2025-12-31 | Direct | 13,048 |
Reported balance
After 2023-07-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-07-28 · Exercise / conversion · Disposed 3,524 · Balance 13,048 F3: The option vests in four annual installments: the first on January 1, 2021, and the final vesting on January 1, 2024, contingent on the Reporting Person's continued employment with the company on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2023.
F2: The shares reported include 5,127 shares of restricted stock subject to vesting conditions.
F3: The option vests in four annual installments: the first on January 1, 2021, and the final vesting on January 1, 2024, contingent on the Reporting Person's continued employment with the company on the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| January 04, 2017 Filed Jan 5, 2017 22:47 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 1,614 | $174.66 | $281,901.24 |
DisclosureSEC source: 0001140361-17-000808 · doc1.xml · nonDerivative · entry 4 Geist John C · CIK 0001393650 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,043 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 7, 2016. F4 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,614 shares is from $174.15 to $175.00. 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 · balance_after: The shares reported include 268 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 22:47 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 2,456 | $173.67 | $426,533.52 |
DisclosureSEC source: 0001140361-17-000808 · doc1.xml · nonDerivative · entry 3 Geist John C · CIK 0001393650 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,657 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 7, 2016. F3 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 2,456 shares is from $173.15 to $174.00. 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 · balance_after: The shares reported include 268 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 22:47 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 3,155 | $172.44 | $544,048.20 |
DisclosureSEC source: 0001140361-17-000808 · doc1.xml · nonDerivative · entry 2 Geist John C · CIK 0001393650 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,113 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 7, 2016. F2 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 3,155 shares is from $171.95 to $172.85. 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. F6 · balance_after: The shares reported include 268 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 22:47 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common | 8,000 | $95.09 | $760,720.00 |
DisclosureSEC source: 0001140361-17-000808 · doc1.xml · nonDerivative · entry 1 Geist John C · CIK 0001393650 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,268 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 7, 2016. F6 · balance_after: The shares reported include 268 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:21 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 17 | $171.04 | $2,907.68 |
DisclosureSEC source: 0001140361-17-000480 · doc1.xml · nonDerivative · entry 4 Geist John C · CIK 0001393650 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 7, 2016. F5 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 17 shares is from $170.90 to $171.50. 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 · balance_after: The shares reported include 268 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:21 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 89 | $170.32 | $15,158.48 |
DisclosureSEC source: 0001140361-17-000480 · doc1.xml · nonDerivative · entry 3 Geist John C · CIK 0001393650 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 7, 2016. F4 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 89 shares is from $169.90 to $170.85. 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. F6 · balance_after: The shares reported include 268 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:21 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 19 | $169.22 | $3,215.18 |
DisclosureSEC source: 0001140361-17-000480 · doc1.xml · nonDerivative · entry 2 Geist John C · CIK 0001393650 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 7, 2016. F3 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 19 shares is from $168.80 to $169.40. 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 · balance_after: The shares reported include 268 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:21 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 43 | $168.15 | $7,230.45 |
DisclosureSEC source: 0001140361-17-000480 · doc1.xml · nonDerivative · entry 1 Geist John C · CIK 0001393650 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 7, 2016. F2 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 43 shares is from $167.75 to $168.60. 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 · balance_after: The shares reported include 268 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.