Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON BEER CO INCSAM · Entity 4577 | CAO & VP of Finance | March 20, 2026 | March 20, 2026 |
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 20, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 7,235 |
Reported balance
After 2026-03-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-20 · Grant · Acquired 129 · Balance 7,235 F1: The shares were purchased pursuant to the Issuer's Employee Equity Incentive Plan on March 20, 2026, with an effective grant date of March 1, 2026. Under this plan, tenured employees may purchase restricted shares at a discounted price. These restricted shares 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. The first installment vests one year from the grant date and the final installment vests five years from the grant date. These shares have no expiration date. F2: The shares reported include 4,012 shares of restricted stock subject to vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were purchased pursuant to the Issuer's Employee Equity Incentive Plan on March 20, 2026, with an effective grant date of March 1, 2026. Under this plan, tenured employees may purchase restricted shares at a discounted price. These restricted shares 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. The first installment vests one year from the grant date and the final installment vests five years from the grant date. These shares have no expiration date.
F2: The shares reported include 4,012 shares of restricted stock subject to vesting conditions.
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 16, 2020 Filed Mar 16, 2020 20:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 78 | $222.47 | $17,352.66 |
DisclosureSEC source: 0001562180-20-002543 · primarydocument.xml · nonDerivative · entry 1 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,558 F1 · kind: The shares were purchased pursuant to the Issuer's Employee Equity Incentive Plan on March 16, 2020, with an effective grant date of March 1, 2020. Under this plan, tenured employees may purchase restricted shares at a discounted price. These restricted shares 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. The first installment vests one year from grant date and the final installment vests five years from grant date. These shares have no expiration date. F2 · balance_after: The shares reported include 1,421 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 21:58 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001877 · primarydocument.xml · nonDerivative · entry 1 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480 F1 · shares: Represents a grant of Restricted Stock Units ("RSUs") under the Issuer's Restated Employee Equity Incentive Plan. The RSUs will 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 1,480 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 22:13 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionStock Option (Right to Buy) · Derivative | 750 | $0.00 Strike: $108.56 | $0.00 |
DisclosureSEC source: 0001562180-20-001788 · primarydocument.xml · derivative · entry 4 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 750 shares Expires 2021-12-31 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: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2019. F5 · derivative.exercise_date: The option vests in five annual installments: the first on January 1, 2017, and the final vesting on January 1, 2021, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates. Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 22:13 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 476 | $395.47 | $188,243.72 |
DisclosureSEC source: 0001562180-20-001788 · primarydocument.xml · nonDerivative · entry 3 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,076 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 August 9, 2019. 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 476 shares is from $395.25 to $395.64. 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. F2 · balance_after: The shares reported include 1,076 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 22:13 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 1,799 | $393.75 | $708,356.25 |
DisclosureSEC source: 0001562180-20-001788 · primarydocument.xml · nonDerivative · entry 2 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,552 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 August 9, 2019. F3 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,799 shares is from $393.40 to $394.16. 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. F2 · balance_after: The shares reported include 1,076 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 22:13 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common | 750 | $108.56 | $81,420.00 |
DisclosureSEC source: 0001562180-20-001788 · primarydocument.xml · nonDerivative · entry 1 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,351 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: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2019. F2 · balance_after: The shares reported include 1,076 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 18, 2019 Filed Mar 18, 2019 20:28 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 93 | $187.54 | $17,441.22 |
DisclosureSEC source: 0001562180-19-001944 · primarydocument.xml · nonDerivative · entry 1 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,601 F1 · kind: The shares were purchased pursuant to the Issuer's Employee Equity Incentive Plan on March 18, 2019, with an effective grant date of March 1, 2019. Under this plan, tenured employees may purchase restricted shares at a discounted price. These restricted shares 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. The first installment vests one year from grant date and the final installment vests five years from grant date. These shares have no expiration date. F2 · balance_after: The shares reported include 1,293 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 479 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001511 · primarydocument.xml · nonDerivative · entry 1 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,508 F1 · shares: Represents a grant of Restricted Stock Units ("RSU's") under the Issuer's Restated Employee Equity Incentive Plan. 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 1,200 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 21:04 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $108.56 | $0.00 |
DisclosureSEC source: 0001562180-19-001406 · primarydocument.xml · derivative · entry 7 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 6,000 shares Expires 2021-12-31 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: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 8, 2018. F6 · derivative.exercise_date: The option vests in five annual installments: the first on January 1, 2017, and the final vesting on January 1, 2021, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 21:04 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 30 | $308.41 | $9,252.30 |
DisclosureSEC source: 0001562180-19-001406 · primarydocument.xml · nonDerivative · entry 6 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,029 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 August 8, 2018. F2 · balance_after: The shares reported include 721 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 21:04 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 222 | $307.77 | $68,324.94 |
DisclosureSEC source: 0001562180-19-001406 · primarydocument.xml · nonDerivative · entry 5 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,059 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 August 8, 2018. 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 222 shares is from $307.40 to $308.17. 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. F2 · balance_after: The shares reported include 721 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 21:04 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 4,577 | $306.18 | $1,401,385.86 |
DisclosureSEC source: 0001562180-19-001406 · primarydocument.xml · nonDerivative · entry 4 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,281 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 August 8, 2018. 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 4,577 shares is from $305.90 to $306.85. 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. F2 · balance_after: The shares reported include 721 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 21:04 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 171 | $305.17 | $52,184.07 |
DisclosureSEC source: 0001562180-19-001406 · primarydocument.xml · nonDerivative · entry 3 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,858 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 August 8, 2018. F3 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 171 shares is from $304.45 to $305.32. 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. F2 · balance_after: The shares reported include 721 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 21:04 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 1,000 | $303.17 | $303,170.00 |
DisclosureSEC source: 0001562180-19-001406 · primarydocument.xml · nonDerivative · entry 2 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,029 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 August 8, 2018. F2 · balance_after: The shares reported include 721 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 21:04 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common | 6,000 | $108.56 | $651,360.00 |
DisclosureSEC source: 0001562180-19-001406 · primarydocument.xml · nonDerivative · entry 1 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,029 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: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 8, 2018. F2 · balance_after: The shares reported include 721 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 22, 2018 Filed Jan 22, 2018 21:33 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 151 | $114.66 | $17,313.66 |
DisclosureSEC source: 0001562180-18-000380 · primarydocument.xml · nonDerivative · entry 1 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,029 F1 · kind: The shares were purchased pursuant to the Issuer's Employee Equity Incentive Plan on January 22, 2018, with an effective grant date of January 1, 2018. Under this plan, tenured employees may purchase restricted shares at a discounted price. These restricted shares 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. The first installment vests one year from grant date and the final installment vests five years from grant date. These shares have no expiration date. F2 · balance_after: The shares reported include 962 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 01, 2018 Filed Jan 2, 2018 21:51 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 523 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000075 · primarydocument.xml · nonDerivative · entry 1 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,878 F1 · balance_after: The shares reported include 811 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 151 shares vested on the Reporting Date. Read SEC document |
| January 18, 2017 Filed Jan 19, 2017 21:14 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 171 | $101.91 | $17,426.61 |
DisclosureSEC source: 0001140361-17-002291 · doc1.xml · nonDerivative · entry 1 Murphy Matthew Donal · CIK 0001651134 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,355 F1 · kind: The shares were purchased pursuant to the Issuer's Employee Equity Incentive Plan on January 18, 2017, with an effective grant date of January 1, 2017. Under this plan, tenured employees may purchase restricted shares at a discounted price. These restricted shares 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. The first installment vests one year from grant date and the final installment vests five years from grant date. These shares have no expiration date. F2 · balance_after: The shares reported include 439 shares of restricted stock subject to vesting conditions. 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.