organization · Reporting owner
Teresa D. Bos 2015 Trust
Disclosed activity across 1 company
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Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
OneWater Marine Inc.
Report date September 22, 2020 · Filed September 23, 2020
Jointly reported with Bos Teresa D., Bos Peter H. Jr.
Section 16 reporting ended · disclosed 2020-09-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.01SEC Table I · non-derivative | IndirectBy trust | 650,000 |
Reported balance
After 2020-09-22 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2020-09-22 · Sale · Disposed 250,000 · Balance 650,000 F1: Represents shares sold by the Teresa D. Bos 2015 Trust to certain underwriters in connection with a registered offering on Form S-1 (333-248774) and pursuant to the underwriting agreement, dated September 17, 2020, for such offering. Each of the reporting persons disclaim beneficial ownership of the securities reported herein except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that any such reporting person is the beneficial owner of, or has any pecuniary interests in, such securities for purposes of Section 16 of the Securities and Exchange Act of 1934, as amended, or for any other purpose. |
| Class A common stock, par value $0.01SEC Table I · non-derivative | Direct | 24,000 |
Reported balance
Holding disclosure · report date 2020-09-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,000 F2: Represents shares held jointly with spouse. |
| Class A common stock, par value $0.01SEC Table I · non-derivative | IndirectBy LMI Holding, LLC | 166,666 |
Reported balance
Holding disclosure · report date 2020-09-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 166,666 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold by the Teresa D. Bos 2015 Trust to certain underwriters in connection with a registered offering on Form S-1 (333-248774) and pursuant to the underwriting agreement, dated September 17, 2020, for such offering. Each of the reporting persons disclaim beneficial ownership of the securities reported herein except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that any such reporting person is the beneficial owner of, or has any pecuniary interests in, such securities for purposes of Section 16 of the Securities and Exchange Act of 1934, as amended, or for any other purpose.
F2: Represents shares held jointly with spouse.
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 |
|---|---|---|---|---|---|---|
| September 22, 2020 Filed Sep 23, 2020 21:30 UTC | OneWater Marine Inc. ONEW · Entity 2215 | SaleClass A common stock, par value $0.01 | 250,000 | $19.00 | $4,750,000.00 |
DisclosureSEC source: 0001140361-20-021334 · form4.xml · nonDerivative · entry 1 Bos Teresa D. · CIK 0001825628 · 10% owner Bos Peter H. Jr. · CIK 0001825627 · 10% owner Teresa D. Bos 2015 Trust · CIK 0001825633 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 650,000 F1 · shares: Represents shares sold by the Teresa D. Bos 2015 Trust to certain underwriters in connection with a registered offering on Form S-1 (333-248774) and pursuant to the underwriting agreement, dated September 17, 2020, for such offering. Each of the reporting persons disclaim beneficial ownership of the securities reported herein except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that any such reporting person is the beneficial owner of, or has any pecuniary interests in, such securities for purposes of Section 16 of the Securities and Exchange Act of 1934, as amended, or for any other purpose. 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.