Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MALIBU BOATS, INC.MBUU · Entity 5439 | VP Product Design | November 06, 2018 | November 09, 2018 |
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 November 06, 2018 · Filed November 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,157 |
Last balance in matching sequence
After 2018-11-07 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2018-11-06 · Tax withholding · Disposed 211 · Balance 4,265 F1: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 625 restricted stock units granted on November 4, 2016, representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. F2: As of the filing date hereof, includes 1,250 restricted stock units vesting in two equal installments beginning on November 4, 2019, 956 restricted stock units vesting in three substantially equal annual installments beginning November 6, 2019 and 950 restricted stock units vesting in four substantially equal annual installments beginning November 6, 2019. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Row 2 · 2018-11-07 · Tax withholding · Disposed 108 · Balance 4,157 F3: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 319 restricted stock units granted on November 6, 2017, representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. F2: As of the filing date hereof, includes 1,250 restricted stock units vesting in two equal installments beginning on November 4, 2019, 956 restricted stock units vesting in three substantially equal annual installments beginning November 6, 2019 and 950 restricted stock units vesting in four substantially equal annual installments beginning November 6, 2019. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 625 restricted stock units granted on November 4, 2016, representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock.
F2: As of the filing date hereof, includes 1,250 restricted stock units vesting in two equal installments beginning on November 4, 2019, 956 restricted stock units vesting in three substantially equal annual installments beginning November 6, 2019 and 950 restricted stock units vesting in four substantially equal annual installments beginning November 6, 2019. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock.
F3: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 319 restricted stock units granted on November 6, 2017, representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock.
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 |
|---|---|---|---|---|---|---|
| November 07, 2018 Filed Nov 9, 2018 02:00 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 108 | $42.00 | $4,536.00 |
DisclosureSEC source: 0001590976-18-000124 · wf-form4_154172880451615.xml · nonDerivative · entry 2 Gasper Dan L. · CIK 0001598581 · VP Product Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,157 F3 · kind: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 319 restricted stock units granted on November 6, 2017, representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. F2 · balance_after: As of the filing date hereof, includes 1,250 restricted stock units vesting in two equal installments beginning on November 4, 2019, 956 restricted stock units vesting in three substantially equal annual installments beginning November 6, 2019 and 950 restricted stock units vesting in four substantially equal annual installments beginning November 6, 2019. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| November 06, 2018 Filed Nov 9, 2018 02:00 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 211 | $42.39 | $8,944.29 |
DisclosureSEC source: 0001590976-18-000124 · wf-form4_154172880451615.xml · nonDerivative · entry 1 Gasper Dan L. · CIK 0001598581 · VP Product Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,265 F1 · kind: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 625 restricted stock units granted on November 4, 2016, representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. F2 · balance_after: As of the filing date hereof, includes 1,250 restricted stock units vesting in two equal installments beginning on November 4, 2019, 956 restricted stock units vesting in three substantially equal annual installments beginning November 6, 2019 and 950 restricted stock units vesting in four substantially equal annual installments beginning November 6, 2019. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 23:22 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-18-000105 · wf-form4_154146013738392.xml · nonDerivative · entry 1 Gasper Dan L. · CIK 0001598581 · VP Product Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,476 F1 · kind: The reporting person was granted 950 restricted stock units representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. The restricted stock units vest in four substantially equal annual installments beginning on November 6, 2019. F2 · balance_after: Includes 1,875 restricted stock units vesting in three equal annual installments beginning November 4, 2018 and 1,275 restricted stock units vesting in four equal annual installments beginning November 6, 2018. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:15 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | ConversionUnits of Malibu Boats Holdings, LLC · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-18-000019 · wf-form4_151916132583205.xml · derivative · entry 3 Gasper Dan L. · CIK 0001598581 · VP Product Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,419 Underlying: Class A Common Stock · 15,000 shares Expires not disclosed 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 · derivative.exercise_price: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F2 · kind: The reporting person exchanged LLC Units for the equivalent number of shares of the Issuer's Class A Common Stock in accordance with the terms of the Exchange Agreement. F2 · shares: The reporting person exchanged LLC Units for the equivalent number of shares of the Issuer's Class A Common Stock in accordance with the terms of the Exchange Agreement. F1 · derivative.exercise_date: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F1 · derivative.expiration_date: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:15 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | SaleClass A Common Stock | 15,000 | $34.15 | $512,250.00 |
DisclosureSEC source: 0001590976-18-000019 · wf-form4_151916132583205.xml · nonDerivative · entry 2 Gasper Dan L. · CIK 0001598581 · VP Product Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,526 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.15 to $34.29, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 1,875 restricted stock units vesting in three equal annual installments beginning November 4, 2018 and 1,275 restricted stock units vesting in four substantially equal annual installments beginning November 6, 2018. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:15 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | ConversionClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-18-000019 · wf-form4_151916132583205.xml · nonDerivative · entry 1 Gasper Dan L. · CIK 0001598581 · VP Product Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,526 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: Pursuant to the terms of exchange agreements (the "Exchange Agreement") between Malibu Boats, Inc. (the "Issuer") and holders of limited liability company interests of Malibu Boats Holdings, LLC (the "LLC Units"), a holder of LLC Units has the right to exchange LLC Units for shares of the Issuer's Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications, or at the Issuer's option, other than in the event of a change in control, for cash payment equal to the market value of the LLC Units. The LLC Units have no expiration dates. F2 · kind: The reporting person exchanged LLC Units for the equivalent number of shares of the Issuer's Class A Common Stock in accordance with the terms of the Exchange Agreement. F3 · balance_after: Includes 1,875 restricted stock units vesting in three equal annual installments beginning November 4, 2018 and 1,275 restricted stock units vesting in four substantially equal annual installments beginning November 6, 2018. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| November 06, 2017 Filed Nov 9, 2017 00:16 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 1,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000196 · wf-form4_151018659630809.xml · nonDerivative · entry 1 Gasper Dan L. · CIK 0001598581 · VP Product Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,526 F1 · kind: The reporting person was granted 1,275 restricted stock units representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. The restricted stock units vest in four substantially equal annual installments beginning on November 6, 2018. F2 · balance_after: Includes 1,875 restricted stock units vesting in three equal annual installments beginning November 4, 2018. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| November 04, 2017 Filed Nov 8, 2017 00:26 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 249 | $31.60 | $7,868.40 |
DisclosureSEC source: 0001590976-17-000185 · wf-form4_151010076930479.xml · nonDerivative · entry 1 Gasper Dan L. · CIK 0001598581 · VP Product Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,251 F1 · kind: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 625 restricted stock units granted on November 4, 2016, representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. F2 · balance_after: Includes 1,875 restricted stock units vesting in three equal annual installments beginning November 4, 2018. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 01:24 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-16-000330 · wf-form4_147865463665482.xml · nonDerivative · entry 1 Gasper Dan L. · CIK 0001598581 · VP Product Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · kind: The reporting person was granted 2,500 restricted stock units representing the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. The restricted stock units vest in four substantially equal annual installments beginning on November 4, 2017. 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.