Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON BEER CO INCSAM · Entity 4577 | Chief Marketing Officer | January 01, 2018 | January 02, 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.
BOSTON BEER CO INC
Report date January 01, 2018 · Filed January 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 3,467 |
Reported balance
After 2018-01-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-01 · Grant · Acquired 1,046 · Balance 3,467 F1: The shares reported include 3,467 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported include 3,467 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.
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 01, 2018 Filed Jan 2, 2018 21:52 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 1,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000078 · primarydocument.xml · nonDerivative · entry 1 POTTER JONATHAN N. · CIK 0001681932 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,467 F1 · balance_after: The shares reported include 3,467 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. Read SEC document |
| November 02, 2017 Filed Nov 3, 2017 17:32 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 771 | $173.50 | $133,768.50 |
DisclosureSEC source: 0001562180-17-003451 · primarydocument.xml · nonDerivative · entry 1 POTTER JONATHAN N. · CIK 0001681932 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,421 F1 · balance_after: The shares reported consist of 2,421 shares of restricted stock subject to vesting conditions. Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 14:12 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 439 | $171.90 | $75,464.10 |
DisclosureSEC source: 0001562180-17-003414 · primarydocument.xml · nonDerivative · entry 1 POTTER JONATHAN N. · CIK 0001681932 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,192 F1 · balance_after: The shares reported include 2,421 shares of restricted stock subject to vesting conditions. Read SEC document |
| October 25, 2016 Filed Oct 25, 2016 20:42 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common Stock Option · Derivative | 35,378 | $0.00 Strike: $165.20 | $0.00 |
DisclosureSEC source: 0001140361-16-083532 · doc1.xml · derivative · entry 2 POTTER JONATHAN N. · CIK 0001681932 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,378 Underlying: Class A Common Stock · 35,378 shares Expires 2026-10-25 F2 · derivative.exercise_date: The option will vest in five installments, on October 25 in the years 2019 through 2023, provided that the Reporting Person remains employed by the Issuer on the applicable vesting date Read SEC document |
| October 25, 2016 Filed Oct 25, 2016 20:42 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 3,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-083532 · doc1.xml · nonDerivative · entry 1 POTTER JONATHAN N. · CIK 0001681932 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,631 F1 · kind: The shares reported comprise of 3,631 shares of restricted stock subject to vesting conditions, all of which were granted as a restricted stock award on the transaction date pursuant to the Issuer's Employee Equity Incentive Plan. The shares will vest in three installments, on October 25 in the years 2017 through 2019, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates. F1 · shares: The shares reported comprise of 3,631 shares of restricted stock subject to vesting conditions, all of which were granted as a restricted stock award on the transaction date pursuant to the Issuer's Employee Equity Incentive Plan. The shares will vest in three installments, on October 25 in the years 2017 through 2019, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates. F1 · balance_after: The shares reported comprise of 3,631 shares of restricted stock subject to vesting conditions, all of which were granted as a restricted stock award on the transaction date pursuant to the Issuer's Employee Equity Incentive Plan. The shares will vest in three installments, on October 25 in the years 2017 through 2019, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates. 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.