Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARINEMAX INCHZO · Entity 4865 | Director | November 14, 2025 | November 18, 2025 |
| MGP INGREDIENTS INCMGPI · Entity 5779 | Director | May 14, 2026 | May 15, 2026 |
| Primo Water Corp /CN/PRMW · Entity 86195 | Chief Procurement Officer | November 08, 2024 | November 12, 2024 |
| SANFILIPPO JOHN B & SON INCJBSS · Entity 5062 | Director | November 12, 2025 | November 13, 2025 |
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.
MARINEMAX INC
Report date November 14, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,988 |
Reported balance
After 2025-11-14 transaction · row 1
1 source rowRow 1 · 2025-11-14 · Exercise / conversion · Acquired 4,633 · Balance 19,988 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-11-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-11-14 · Exercise / conversion · Disposed 4,633 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F2: The restricted stock units vested on November 14, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,309 |
Reported balance
After 2025-11-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-11-17 · Grant · Acquired 6,309 · Balance 6,309 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F3: The restricted stock units vest on November 17, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock.
F2: The restricted stock units vested on November 14, 2025.
F3: The restricted stock units vest on November 17, 2026.
MGP INGREDIENTS INC
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,801 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 5,801 · Balance 5,801 F1: Represents an annual award of unrestricted shares of common stock granted by MGP Ingredients, Inc. in connection with the Reporting Person's service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual award of unrestricted shares of common stock granted by MGP Ingredients, Inc. in connection with the Reporting Person's service as a director.
Primo Water Corp /CN/
Report date November 08, 2024 · Filed November 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-11-08 transaction · row 1
1 source rowRow 1 · 2024-11-08 · Disposition to issuer · Disposed 28,035.845 · Balance 0 F1: Includes 680.513 shares acquired by the reporting person since the date of the reporting person's last report through the Primo Water Corporation Employee Share Purchase Plan and through dividend reinvestment under such plan. F2: The reported securities include 8,479 shares underlying time-based restricted share units ("RSUs") that have not yet vested. Pursuant to that certain Arrangement Agreement and Plan of Merger, dated June 16, 2024, (as amended, the "Arrangement Agreement"), by and among the Issuer, Triton Water Parent, Inc. ("BlueTriton"), Triton US HoldCo, Inc., a wholly-owned subsidiary of BlueTriton ("Primo Brands Corporation" formerly referred to as "NewCo"), Triton Merger Sub 1, Inc., a wholly-owned subsidiary of Primo Brands Corporation and 1000922661 Ontario Inc., a wholly-owned subsidiary of Primo Brands Corporation, the reported securities were disposed of in exchange for shares or RSUs, as the case may be, of Primo Brands Corporation Class A common stock at an exchange ratio of 1:1. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.68 · Expires 2030-08-31 | Direct | 0 |
Reported balance
After 2024-11-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-08 · Disposition to issuer · Disposed 14,276 · Balance 0 F3: Pursuant to the Arrangement Agreement, the reported stock options were disposed of in exchange for stock options to purchase Class A common shares of Primo Brands Corporation on the same terms and conditions of the Reporting Person's existing option grant award. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.84 · Expires 2030-12-09 | Direct | 0 |
Reported balance
After 2024-11-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-11-08 · Disposition to issuer · Disposed 7,878 · Balance 0 F3: Pursuant to the Arrangement Agreement, the reported stock options were disposed of in exchange for stock options to purchase Class A common shares of Primo Brands Corporation on the same terms and conditions of the Reporting Person's existing option grant award. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 680.513 shares acquired by the reporting person since the date of the reporting person's last report through the Primo Water Corporation Employee Share Purchase Plan and through dividend reinvestment under such plan.
F2: The reported securities include 8,479 shares underlying time-based restricted share units ("RSUs") that have not yet vested. Pursuant to that certain Arrangement Agreement and Plan of Merger, dated June 16, 2024, (as amended, the "Arrangement Agreement"), by and among the Issuer, Triton Water Parent, Inc. ("BlueTriton"), Triton US HoldCo, Inc., a wholly-owned subsidiary of BlueTriton ("Primo Brands Corporation" formerly referred to as "NewCo"), Triton Merger Sub 1, Inc., a wholly-owned subsidiary of Primo Brands Corporation and 1000922661 Ontario Inc., a wholly-owned subsidiary of Primo Brands Corporation, the reported securities were disposed of in exchange for shares or RSUs, as the case may be, of Primo Brands Corporation Class A common stock at an exchange ratio of 1:1.
F3: Pursuant to the Arrangement Agreement, the reported stock options were disposed of in exchange for stock options to purchase Class A common shares of Primo Brands Corporation on the same terms and conditions of the Reporting Person's existing option grant award.
SANFILIPPO JOHN B & SON INC
Report date November 12, 2025 · Filed November 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,841 |
Reported balance
After 2025-11-12 transaction · row 1
1 source rowRow 1 · 2025-11-12 · Grant · Acquired 1,536 · Balance 5,841 F1: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. Common Stock. Subject to certain conditions, these units are scheduled to vest on the date of John B. Sanfilippo & Son, Inc.'s Fiscal 2026 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. Common Stock. Subject to certain conditions, these units are scheduled to vest on the date of John B. Sanfilippo & Son, Inc.'s Fiscal 2026 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the 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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 15, 2026 20:22 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 5,801 | $0.00 | $0.00 |
DisclosureSEC source: 0000835011-26-000080 · wk-form4_1778876528.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,801 F1 · shares: Represents an annual award of unrestricted shares of common stock granted by MGP Ingredients, Inc. in connection with the Reporting Person's service as a director. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 23:11 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 6,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-286541 · ownership.xml · derivative · entry 3 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,309 Underlying: Common Stock · 6,309 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F3 · derivative.exercise_date: The restricted stock units vest on November 17, 2026. F3 · derivative.expiration_date: The restricted stock units vest on November 17, 2026. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 23:11 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 4,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-286541 · ownership.xml · derivative · entry 2 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,633 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: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F2 · derivative.exercise_date: The restricted stock units vested on November 14, 2025. F2 · derivative.expiration_date: The restricted stock units vested on November 14, 2025. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 23:11 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 4,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-286541 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,988 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. Read SEC document |
| November 12, 2025 Filed Nov 13, 2025 23:04 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-280614 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,841 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. Common Stock. Subject to certain conditions, these units are scheduled to vest on the date of John B. Sanfilippo & Son, Inc.'s Fiscal 2026 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the vesting date. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 20:23 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 966 | $21.50 | $20,769.00 |
DisclosureSEC source: 0000950170-25-048559 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,355 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:28 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 717 | $28.95 | $20,757.15 |
DisclosureSEC source: 0000950170-25-000468 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,389 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 22:58 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-129827 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,305 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. Common Stock. Subject to certain conditions, these units are scheduled to vest on the date of John B. Sanfilippo & Son, Inc.'s fiscal 2025 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the vesting date. Read SEC document |
| November 17, 2024 Filed Nov 18, 2024 21:35 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 4,616 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128016 · ownership.xml · derivative · entry 3 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,616 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: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F3 · derivative.exercise_date: The restricted stock units vested on November 17, 2024. F3 · derivative.expiration_date: The restricted stock units vested on November 17, 2024. Read SEC document |
| November 17, 2024 Filed Nov 18, 2024 21:35 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 4,616 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128016 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,672 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. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 21:35 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 4,633 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128016 · ownership.xml · derivative · entry 2 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,633 Underlying: Common Stock · 4,633 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on November 14, 2025. F2 · derivative.expiration_date: The restricted stock units vest on November 14, 2025. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 17:43 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Disposition to issuerStock Option (right to buy) · Derivative | 7,878 | Not disclosed Strike: $15.84 | Not disclosed |
DisclosureSEC source: 0000884713-24-000120 · wk-form4_1731451412.xml · derivative · entry 3 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 7,878 shares Expires 2030-12-09 F3 · price: Pursuant to the Arrangement Agreement, the reported stock options were disposed of in exchange for stock options to purchase Class A common shares of Primo Brands Corporation on the same terms and conditions of the Reporting Person's existing option grant award. F3 · derivative.exercise_date: Pursuant to the Arrangement Agreement, the reported stock options were disposed of in exchange for stock options to purchase Class A common shares of Primo Brands Corporation on the same terms and conditions of the Reporting Person's existing option grant award. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 17:43 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Disposition to issuerStock Option (right to buy) · Derivative | 14,276 | Not disclosed Strike: $13.68 | Not disclosed |
DisclosureSEC source: 0000884713-24-000120 · wk-form4_1731451412.xml · derivative · entry 2 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 14,276 shares Expires 2030-08-31 F3 · price: Pursuant to the Arrangement Agreement, the reported stock options were disposed of in exchange for stock options to purchase Class A common shares of Primo Brands Corporation on the same terms and conditions of the Reporting Person's existing option grant award. F3 · derivative.exercise_date: Pursuant to the Arrangement Agreement, the reported stock options were disposed of in exchange for stock options to purchase Class A common shares of Primo Brands Corporation on the same terms and conditions of the Reporting Person's existing option grant award. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 17:43 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Disposition to issuerCommon Shares | 28,035.845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000884713-24-000120 · wk-form4_1731451412.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 680.513 shares acquired by the reporting person since the date of the reporting person's last report through the Primo Water Corporation Employee Share Purchase Plan and through dividend reinvestment under such plan. F2 · price: The reported securities include 8,479 shares underlying time-based restricted share units ("RSUs") that have not yet vested. Pursuant to that certain Arrangement Agreement and Plan of Merger, dated June 16, 2024, (as amended, the "Arrangement Agreement"), by and among the Issuer, Triton Water Parent, Inc. ("BlueTriton"), Triton US HoldCo, Inc., a wholly-owned subsidiary of BlueTriton ("Primo Brands Corporation" formerly referred to as "NewCo"), Triton Merger Sub 1, Inc., a wholly-owned subsidiary of Primo Brands Corporation and 1000922661 Ontario Inc., a wholly-owned subsidiary of Primo Brands Corporation, the reported securities were disposed of in exchange for shares or RSUs, as the case may be, of Primo Brands Corporation Class A common stock at an exchange ratio of 1:1. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 20:18 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 588 | $35.27 | $20,738.76 |
DisclosureSEC source: 0000950170-24-110826 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,056 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 20:14 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 642 | $32.37 | $20,781.54 |
DisclosureSEC source: 0000950170-24-079620 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,468 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| March 31, 2024 Filed Apr 1, 2024 20:50 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon | 623 | $33.26 | $20,720.98 |
DisclosureSEC source: 0000950170-24-039438 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,826 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 17:18 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 1,099 | $14.56 | $16,001.44 |
DisclosureSEC source: 0000884713-24-000019 · wk-form4_1708035501.xml · nonDerivative · entry 4 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,355.332 F4 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of performance-based share units granted to the Reporting Person on December 09, 2020. F5 · balance_after: Includes 309.159 shares acquired by the Reporting Person since the date of the Reporting Person's last report through the Primo Water Corporation Employee Share Purchase Plan and through dividend reinvestment under such plan and corrects 1,111.646 ESPP shares that were inadvertently double reported in a prior report. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 17:18 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 2,170 | $14.56 | $31,595.20 |
DisclosureSEC source: 0000884713-24-000019 · wk-form4_1708035501.xml · nonDerivative · entry 3 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,256.819 F3 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of performance-based share units granted to the Reporting Person on August 31, 2020. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 17:18 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | GrantCommon Shares | 4,213 | $14.56 | $61,341.28 |
DisclosureSEC source: 0000884713-24-000019 · wk-form4_1708035501.xml · nonDerivative · entry 2 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,426.819 F2 · shares: Represents performance-based share units granted to the Reporting Person on December 09, 2020, which vested on February 13, 2024 as a result of the achievement of the performance criteria. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 17:18 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | GrantCommon Shares | 7,318 | $14.56 | $106,550.08 |
DisclosureSEC source: 0000884713-24-000019 · wk-form4_1708035501.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,213.819 F1 · shares: Represents performance-based share units granted to the Reporting Person on August 31, 2020, which vested on February 13, 2024 as a result of the achievement of the performance criteria. Read SEC document |
| December 31, 2023 Filed Jan 2, 2024 21:17 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon | 533 | $38.90 | $20,733.70 |
DisclosureSEC source: 0000950170-24-000263 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,203 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| December 09, 2023 Filed Dec 11, 2023 17:04 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 129 | $14.71 | $1,897.59 |
DisclosureSEC source: 0000884713-23-000066 · wk-form4_1702332268.xml · nonDerivative · entry 4 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,895.819 F4 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of RSUs granted to the Reporting Person on December 09, 2020. F5 · balance_after: Includes 1,489.577 shares acquired by the reporting person since the date of the reporting person's last report through the Primo Water Corporation Employee Share Purchase Plan and through dividend reinvestment under such plan. Read SEC document |
| December 09, 2023 Filed Dec 11, 2023 17:04 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 334 | $14.71 | $4,913.14 |
DisclosureSEC source: 0000884713-23-000066 · wk-form4_1702332268.xml · nonDerivative · entry 3 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,535.242 F3 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of RSUs granted to the Reporting Person on December 09, 2021. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 17:04 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | GrantCommon Shares | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000884713-23-000066 · wk-form4_1702332268.xml · nonDerivative · entry 2 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,869.242 F2 · shares: Represents RSUs. RSUs that have not been forfeited shall vest in equal one-third installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 17:04 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 374 | $14.65 | $5,479.10 |
DisclosureSEC source: 0000884713-23-000066 · wk-form4_1702332268.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,825.242 F1 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of time-based restricted share units ("RSUs"), which are contingent rights to receive common shares, granted to the Reporting Person on December 07, 2022. Read SEC document |
| November 18, 2023 Filed Nov 20, 2023 22:01 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-065180 · ownership.xml · derivative · entry 3 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,044 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: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F3 · derivative.exercise_date: The restricted stock units vested on November 18, 2023. F3 · derivative.expiration_date: The restricted stock units vested on November 18, 2023. Read SEC document |
| November 18, 2023 Filed Nov 20, 2023 22:01 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-065180 · ownership.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,670 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. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 22:01 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 4,616 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-065180 · ownership.xml · derivative · entry 2 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,616 Underlying: Common Stock · 4,616 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on November 17, 2024. F2 · derivative.expiration_date: The restricted stock units vest on November 17, 2024. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 18:16 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055980 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,037 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. Common Stock. Subject to certain conditions, these units are scheduled to vest on the date of John B. Sanfilippo & Son, Inc.'s fiscal 2024 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the vesting date. Read SEC document |
| September 30, 2023 Filed Oct 2, 2023 20:40 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 633 | $32.82 | $20,775.06 |
DisclosureSEC source: 0001209191-23-051098 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,626 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 16:31 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 223 | $15.26 | $3,402.98 |
DisclosureSEC source: 0000884713-23-000055 · wf-form4_169360025036036.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,199.242 F1 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of RSUs granted to the reporting person on August 31, 2020. F2 · balance_after: Includes 1,111.646 shares acquired by the reporting person since the date of the reporting person's last report through the Primo Water Corporation Employee Share Purchase Plan and through dividend reinvestment under such plan. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 18:01 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 607 | $34.16 | $20,735.12 |
DisclosureSEC source: 0001209191-23-040483 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,993 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 722 | $28.75 | $20,757.50 |
DisclosureSEC source: 0001209191-23-022277 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,386 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:28 UTC | MARINEMAX INC HZO · Entity 4865 | GrantDirector Stock Options (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0001209191-23-000217 · doc4.xml · derivative · entry 2 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2032-12-31 F2 · derivative.exercise_date: Options vest as follows: 1,667 immediately, 1,666 on December 31, 2023, and 1,667 on December 31, 2024. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:28 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 664 | $31.22 | $20,730.08 |
DisclosureSEC source: 0001209191-23-000217 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| December 09, 2022 Filed Dec 9, 2022 19:54 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 129 | $15.32 | $1,976.28 |
DisclosureSEC source: 0001209191-22-060591 · doc4.xml · nonDerivative · entry 3 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,310.596 F4 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of time-based units granted to the Reporting Person on December 09, 2020. Read SEC document |
| December 09, 2022 Filed Dec 9, 2022 19:54 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 334 | $15.32 | $5,116.88 |
DisclosureSEC source: 0001209191-22-060591 · doc4.xml · nonDerivative · entry 2 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,439.596 F3 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of time-based units granted to the Reporting Person on December 09, 2021. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 19:54 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | GrantCommon Shares | 4,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060591 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,773.596 F1 · shares: Represents time-based restricted share units ("RSUs"), which are contingent rights to receive common shares. RSUs that have not been forfeited shall vest in equal one-third installments on each of the first, second and third anniversaries of the grant date. F2 · balance_after: Includes 365.54 shares acquired by the reporting person since the date of the reporting persons last report through the Primo Water Corporation Employee Share Purchase Plan and through dividend reinvestment under such plan. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 21:09 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058357 · doc4.xml · derivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,044 Underlying: Common Stock · 4,044 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Marinemax, Inc. Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on November 18, 2023. F2 · derivative.expiration_date: The restricted stock units vest on November 18, 2023. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 23:02 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057965 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,033 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. Common Stock. Subject to certain conditions, these units are scheduled to vest on the date of John B. Sanfilippo & Son, Inc.'s fiscal 2023 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the vesting date. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 17:00 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 223 | $13.14 | $2,930.22 |
DisclosureSEC source: 0001209191-22-048530 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,809.056 F1 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of RSUs granted to the reporting person on August 31, 2020. F2 · balance_after: Includes 1,960.056 shares acquired by the reporting person since the date of the reporting persons last report through the Primo Water Corporation Employee Share Purchase Plan and through dividend reinvestment under such plan. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 17:18 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 129 | $17.05 | $2,199.45 |
DisclosureSEC source: 0001209191-21-069286 · doc4.xml · nonDerivative · entry 2 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,690 F2 · shares: Represents the number of common shares withheld to satisfy tax obligations due upon the vesting of time-based units granted to the Reporting Person on December 9, 2020. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 17:18 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | GrantCommon Shares | 4,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069286 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,819 F1 · shares: Represents time-based restricted share units ("RSUs"), which are contingent rights to receive common shares. RSUs that have not been forfeited shall vest in equal one-third installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 22:41 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 963 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-21-000031 · primary_doc.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. Common Stock. Subject to certain conditions, these units are scheduled to vest on the date of John B. Sanfilippo & Son, Inc.'s fiscal 2022 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock at the election of the Reporting Person either (a) on the date the director ceases being a member of the board of John B. Sanfilippo & Son, Inc. or (b) on the date following the vesting date. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 17:00 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 223 | $17.76 | $3,960.48 |
DisclosureSEC source: 0001209191-21-054480 · doc4.xml · nonDerivative · entry 2 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,009 F2 · shares: Represents number of common shares withheld to satisfy tax obligations. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 17:00 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | GrantCommon Shares | 913 | $17.76 | $16,214.88 |
DisclosureSEC source: 0001209191-21-054480 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,232 F1 · shares: Represents performance-based RSUs granted to reporting person on August 31, 2020, which vested on August 31, 2021 as a result of the achievement of the performance criteria. Read SEC document |
| August 31, 2021 Filed Feb 15, 2022 17:37 UTC Amendment | Primo Water Corp /CN/ PRMW · Entity 86195 | Tax withholdingCommon Shares | 223 | $17.76 | $3,960.48 |
DisclosureSEC source: 0001209191-22-009879 · doc4a.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,096 F1 · shares: Represents number of common shares withheld to satisfy tax obligations. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 18:44 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | GrantStock Option (right to buy) · Derivative | 7,878 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001209191-20-063052 · doc4.xml · derivative · entry 2 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,878 Underlying: Common Shares · 7,878 shares Expires 2030-12-09 F2 · derivative.exercise_date: Represents an option to purchase 7,878 common shares of Primo. The option vests in equal one-third installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 18:44 UTC | Primo Water Corp /CN/ PRMW · Entity 86195 | GrantCommon Shares | 1,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063052 · doc4.xml · nonDerivative · entry 1 Romero Mercedes · CIK 0001823072 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,319 F1 · shares: Represents time-based restricted share units ("RSUs"), which are contingent rights to receive common shares. RSUs that have not been forfeited shall vest in equal one-third installments on each of the first, second and third anniversaries of the grant 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.