Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON BEER CO INCSAM · Entity 4577 | VP of Product Design and R&D | March 01, 2026 | March 03, 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 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 9,445 |
Reported balance
After 2026-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-01 · Tax withholding · Disposed 270 · Balance 9,445 F1: The Issuer net withheld the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 914 RSUs vest on March 1, 2026. F2: The shares reported include 8,541 shares of restricted stock subject to vesting conditions. |
| March 1, 2023 Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $323.80 · Expires 2033-02-28 | Direct | 617 |
Reported balance
After 2026-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-01 · Grant · Acquired 309 · Balance 617 F3: The Performance-Based Stock Options were granted pursuant to the Issuer's Employee Equity Incentive Plan ("EEIP") on March 1, 2023. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. In February 2025, the Compensation Committee determined that the performance criteria had been achieved, and as such the options will vest in three equal installments on March 1 in the years 2025-2027, contingent on the Reporting Person's continued employment with the Issuer on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: The Issuer net withheld the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 914 RSUs vest on March 1, 2026.
F2: The shares reported include 8,541 shares of restricted stock subject to vesting conditions.
F3: The Performance-Based Stock Options were granted pursuant to the Issuer's Employee Equity Incentive Plan ("EEIP") on March 1, 2023. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. In February 2025, the Compensation Committee determined that the performance criteria had been achieved, and as such the options will vest in three equal installments on March 1 in the years 2025-2027, contingent on the Reporting Person's continued employment with the Issuer on the applicable vesting dates.
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, 2026 Filed Mar 3, 2026 15:38 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantMarch 1, 2023 Stock Option · Derivative | 309 | $0.00 Strike: $323.80 | $0.00 |
DisclosureSEC source: 0001943671-26-000001 · primarydocument.xml · derivative · entry 2 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 617 Underlying: Class A Common · 926 shares Expires 2033-02-28 F3 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's Employee Equity Incentive Plan ("EEIP") on March 1, 2023. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. In February 2025, the Compensation Committee determined that the performance criteria had been achieved, and as such the options will vest in three equal installments on March 1 in the years 2025-2027, contingent on the Reporting Person's continued employment with the Issuer on the applicable vesting dates. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 15:38 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Tax withholdingClass A Common | 270 | $226.78 | $61,230.60 |
DisclosureSEC source: 0001943671-26-000001 · primarydocument.xml · nonDerivative · entry 1 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,445 F1 · kind: The Issuer net withheld the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 914 RSUs vest on March 1, 2026. F2 · balance_after: The shares reported include 8,541 shares of restricted stock subject to vesting conditions. Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 13:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 136 | $219.94 | $29,911.84 |
DisclosureSEC source: 0001562180-25-005698 · primarydocument.xml · nonDerivative · entry 2 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,715 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 136 shares is from $219.53 to $219.94. 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 9,455 shares of restricted stock subject to vesting conditions. Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 13:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 464 | $219.04 | $101,634.56 |
DisclosureSEC source: 0001562180-25-005698 · primarydocument.xml · nonDerivative · entry 1 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,851 F1 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 464 shares is from $218.53 to $219.50. 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 9,455 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:03 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantMarch 1, 2023 Stock Option · Derivative | 308 | $0.00 Strike: $323.80 | $0.00 |
DisclosureSEC source: 0001562180-25-001950 · primarydocument.xml · derivative · entry 3 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308 Underlying: Class A Common · 926 shares Expires 2033-02-28 F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's Employee Equity Incentive Plan ("EEIP") on March 1, 2023. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. In February 2025, the Compensation Committee determined that the performance criteria had been achieved, and as such the options will vest in three equal installments on March 1 in the years 2025-2027, contingent on the Reporting Person's continued employment with the Issuer on the applicable vesting dates. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:03 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 8,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001950 · primarydocument.xml · nonDerivative · entry 2 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,315 F2 · kind: Represents grants of RSUs under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). The details of these grants were disclosed in a Current Report on Form 8-K filed by the Issuer on February 11, 2025. F3 · balance_after: The shares reported include 9,455 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:03 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Tax withholdingClass A Common | 129 | $243.77 | $31,446.33 |
DisclosureSEC source: 0001562180-25-001950 · primarydocument.xml · nonDerivative · entry 1 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,108 F1 · kind: The Issuer net withheld the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 431 RSUs vest on March 1, 2025. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 974 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002060 · primarydocument.xml · nonDerivative · entry 2 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,237 F2 · kind: Represents grants of RSUs under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). The details of these grants were disclosed in a Current Report on Form 8-K filed by the Issuer on February 22, 2024. F3 · balance_after: The shares reported include 1,679 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Tax withholdingClass A Common | 134 | $308.14 | $41,290.76 |
DisclosureSEC source: 0001562180-24-002060 · primarydocument.xml · nonDerivative · entry 1 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,263 F1 · kind: The Issuer net withheld the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 378 RSUs vest on March 1, 2024. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 21:04 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 220 | $318.37 | $70,041.40 |
DisclosureSEC source: 0001562180-23-002542 · primarydocument.xml · nonDerivative · entry 1 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,397 F1 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 220 shares is from $318.14 to $318.37. 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 1,083 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 14:54 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantMarch 1, 2023 Stock Option · Derivative | 926 | $0.00 Strike: $323.80 | $0.00 |
DisclosureSEC source: 0001562180-23-002109 · primarydocument.xml · derivative · entry 3 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926 Underlying: Class A Common · 926 shares Expires 2033-02-28 F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2023. The extent to which the options become exercisable is dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2024 over Fiscal Year 2022. The Compensation Committee will determine if the performance criteria have been achieved prior to March 1, 2025. If the performance criteria is achieved, the options vest in three equal installments on March 1 in the years 2025-2027, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 14:54 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002109 · primarydocument.xml · nonDerivative · entry 2 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,617 F3 · kind: On March 1, 2023, the Issuer granted 464 RSUs to the Reporting Person under the Issuer's Employee Equity Incentive Plan ("EEIP"). The shares will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates, and subject to accelerated vesting in certain situations. F2 · balance_after: The shares reported include 1,083 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 14:54 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Tax withholdingClass A Common | 107 | $323.80 | $34,646.60 |
DisclosureSEC source: 0001562180-23-002109 · primarydocument.xml · nonDerivative · entry 1 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of Restricted Stock Units ("RSUs"). The Reporting Person had a total of 308 RSUs vest on March 1, 2023. F2 · balance_after: The shares reported include 1,083 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 03, 2023 Filed Jan 3, 2023 21:25 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Tax withholdingClass A Common | 15 | $329.52 | $4,942.80 |
DisclosureSEC source: 0001562180-23-000033 · primarydocument.xml · nonDerivative · entry 1 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,260 F1 · kind: The Issuer "net withheld" the vesting of a percentage of shares to satisfy the tax obligations of the Reporting Person flowing from the vesting of restricted stock awards. F2 · balance_after: The shares reported include 927 shares of restricted stock subject to vesting conditions. Read SEC document |
| October 26, 2022 Filed Oct 26, 2022 20:49 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 150 | $407.89 | $61,183.50 |
DisclosureSEC source: 0001562180-22-007328 · primarydocument.xml · nonDerivative · entry 1 Fritsch Annette N · CIK 0001943671 · VP of Product Design and R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,275 F1 · balance_after: The shares reported include 969 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.