Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON BEER CO INCSAM · Entity 4577 | Vice President, HR | March 01, 2019 | March 01, 2019 |
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 March 01, 2019 · Filed March 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 2,127 |
Reported balance
After 2019-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-01 · Grant · Acquired 471 · Balance 2,127 F1: Represents a grant of Restricted Stock Units ("RSU's") under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). RSU's generally vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer as of the applicable vesting date. F2: The shares reported include 1,722 shares of restricted stock subject to vesting conditions. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $312.56 · Expires 2029-02-28 | Direct | 1,084 |
Reported balance
After 2019-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-01 · Grant · Acquired 1,084 · Balance 1,084 F3: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP. The extent to which the options may become exercisable will be dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2020 over Fiscal Year 2018. The determination of the eligibility for vesting of these options will be made by the Compensation Committee before March 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of Restricted Stock Units ("RSU's") under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). RSU's generally vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer as of the applicable vesting date.
F2: The shares reported include 1,722 shares of restricted stock subject to vesting conditions.
F3: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP. The extent to which the options may become exercisable will be dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2020 over Fiscal Year 2018. The determination of the eligibility for vesting of these options will be made by the Compensation Committee before March 1, 2021.
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 |
|---|---|---|---|---|---|---|
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantStock Option (Right to Buy) · Derivative | 1,084 | $0.00 Strike: $312.56 | $0.00 |
DisclosureSEC source: 0001562180-19-001505 · primarydocument.xml · derivative · entry 2 Fisher Cheryl · CIK 0001689019 · Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084 Underlying: Class A Common · 1,084 shares Expires 2029-02-28 F3 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP. The extent to which the options may become exercisable will be dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2020 over Fiscal Year 2018. The determination of the eligibility for vesting of these options will be made by the Compensation Committee before March 1, 2021. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 471 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001505 · primarydocument.xml · nonDerivative · entry 1 Fisher Cheryl · CIK 0001689019 · Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,127 F1 · shares: Represents a grant of Restricted Stock Units ("RSU's") under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). RSU's generally vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer as of the applicable vesting date. F2 · balance_after: The shares reported include 1,722 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:07 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 131 | $235.14 | $30,803.34 |
DisclosureSEC source: 0001562180-19-000121 · primarydocument.xml · nonDerivative · entry 1 Fisher Cheryl · CIK 0001689019 · Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,656 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 8, 2018. F2 · balance_after: The shares reported include 1,251 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:50 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 11 | $190.00 | $2,090.00 |
DisclosureSEC source: 0001562180-18-000129 · primarydocument.xml · nonDerivative · entry 4 Fisher Cheryl · CIK 0001689019 · Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,787 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 3, 2017. F3 · balance_after: The shares reported include 1,626 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:50 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 54 | $189.23 | $10,218.42 |
DisclosureSEC source: 0001562180-18-000129 · primarydocument.xml · nonDerivative · entry 3 Fisher Cheryl · CIK 0001689019 · Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,798 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 3, 2017. 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 54 shares is from $189.00 to $189.65. 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 · balance_after: The shares reported include 1,626 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:50 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 14 | $188.71 | $2,641.94 |
DisclosureSEC source: 0001562180-18-000129 · primarydocument.xml · nonDerivative · entry 2 Fisher Cheryl · CIK 0001689019 · Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,852 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 3, 2017. 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 14 shares is from $188.00 to $188.90. 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 · balance_after: The shares reported include 1,626 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:50 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 14 | $187.01 | $2,618.14 |
DisclosureSEC source: 0001562180-18-000129 · primarydocument.xml · nonDerivative · entry 1 Fisher Cheryl · CIK 0001689019 · Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,866 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 3, 2017. 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 14 shares is from $187.00 to $187.05. 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 · balance_after: The shares reported include 1,626 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 01, 2018 Filed Jan 2, 2018 21:54 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 654 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000081 · primarydocument.xml · nonDerivative · entry 1 Fisher Cheryl · CIK 0001689019 · Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,880 F1 · balance_after: The shares reported include 1,626 shares of restricted stock subject to vesting conditions. Restricted shares granted pursuant to the Issuer's Employee Equity Incentive Plan generally vest in five equal installments over a five year period, provided that the Reporting Person remains employed by the Issuer as of the applicable vesting date. A total of 245 shares vested on the Reporting Date. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 15:56 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000027 · doc1.xml · nonDerivative · entry 1 Fisher Cheryl · CIK 0001689019 · Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,226 F1 · balance_after: The shares reported include 1,217 shares of restricted stock subject to vesting conditions. Restricted shares granted pursuant to the Issuer's Employee Equity Incentive Plan generally vest in five equal installments over a five year period, provided that the Reporting Person remains employed by the Issuer as of the applicable vesting date. A total of 9 shares vested on the Reporting Date. 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.