Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON BEER CO INCSAM · Entity 4577 | Chief Operating Officer | 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 | 45,301 |
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 1,587 · Balance 45,301 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 3,811 RSUs vest on March 1, 2026. F2: The shares reported include 30,378 shares of restricted stock subject to vesting conditions. |
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 3,811 RSUs vest on March 1, 2026.
F2: The shares reported include 30,378 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 01, 2026 Filed Mar 3, 2026 15:44 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Tax withholdingClass A Common | 1,587 | $226.78 | $359,899.86 |
DisclosureSEC source: 0001978919-26-000001 · primarydocument.xml · nonDerivative · entry 1 Hodges Philip A. · CIK 0001978919 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,301 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 3,811 RSUs vest on March 1, 2026. F2 · balance_after: The shares reported include 30,378 shares of restricted stock subject to vesting conditions. Read SEC document |
| October 28, 2025 Filed Oct 29, 2025 20:17 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantOctober 28, 2025 Stock Option · Derivative | 88,268 | $0.00 Strike: $227.52 | $0.00 |
DisclosureSEC source: 0001978919-25-000002 · primarydocument.xml · derivative · entry 2 Hodges Philip A. · CIK 0001978919 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,268 Underlying: Class A Common · 88,268 shares Expires 2035-10-27 F3 · derivative.exercise_date: The time-based option vests in three tranches on January 1 in each of the years 2026 through 2028, provided that the Reporting Person remains employed by the Issuer on the applicable vesting dates. Read SEC document |
| October 28, 2025 Filed Oct 29, 2025 20:17 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 13,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001978919-25-000002 · primarydocument.xml · nonDerivative · entry 1 Hodges Philip A. · CIK 0001978919 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,888 F1 · security: Represents a grant of a time-based RSUs under the Issuer's Employee Equity Incentive Plan. The RSUs will vest in three tranches on January 1 in each of the years 2026 through 2028, subject to the Reporting Person's continued employment with the Company on that date. F2 · balance_after: The shares reported include 38,584 shares of restricted stock subject to vesting conditions. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 20:07 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 13,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005708 · primarydocument.xml · nonDerivative · entry 1 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,703 F1 · security: Represents a grant of Restricted Stock Awards (RSUs) under the Issuer's Employee Equity Incentive Plan, which awards were granted in conjunction with the the cancellation of the Reporting Person's May 24, 2023 stock option awards. The grant is comprised of two sets of awards: a time-based RSU and a performance based RSU. The time-based RSU is for 9,197 shares and will vest in three tranches, with the final vesting on March 1, 2027 subject to the Reporting Person's continued employment with the Company on that date. The performance-based RSU is for 4,599 shares and is subject to the same performance criteria and vesting schedule as his previous May 24, 2023 stock option award, as disclosed in a Current Report on Form 8-K filed by the Issuer on May 22, 2023. F2 · balance_after: The shares reported include 29,997 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:02 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantMay 24, 2023 Stock Option · Derivative | 3,319 | $0.00 Strike: $330.68 | $0.00 |
DisclosureSEC source: 0001562180-25-001945 · primarydocument.xml · derivative · entry 3 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,638 Underlying: Class A Common · 13,276 shares Expires 2033-05-23 F4 · kind: The Time-Based Stock Options were granted pursuant to the Issuer's Restated Employee Equity Incentive Plan ("EEIP") on May 24, 2023. The options vest in four equal installments on March 1 in the years 2024-2027 provided that the Reporting Person remains employed by the Company on certain corresponding dates, and subject to accelerated vesting in certain situations. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:02 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 4,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001945 · primarydocument.xml · nonDerivative · entry 2 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,907 F2 · security: Represents a grant of Performance-Based RSUs under the Issuer's Restated Employee Equity Incentive Plan. 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 16,201 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:02 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Tax withholdingClass A Common | 444 | $243.77 | $108,233.88 |
DisclosureSEC source: 0001562180-25-001945 · primarydocument.xml · nonDerivative · entry 1 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,804 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 1,512 RSUs vest on March 1, 2025. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:07 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantMay 24, 2023 Stock Option · Derivative | 3,319 | $0.00 Strike: $330.68 | $0.00 |
DisclosureSEC source: 0001562180-24-002068 · primarydocument.xml · derivative · entry 2 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,276 Underlying: Class A Common · 13,276 shares Expires 2033-05-23 F3 · kind: The Time-Based Stock Options were granted pursuant to the Issuer's Restated Employee Equity Incentive Plan ("EEIP") on May 24, 2023. The options vest in four equal installments on March 1 in the years 2024-2027 provided that the Reporting Person remains employed by the Company on certain corresponding dates, and subject to accelerated vesting in certain situations. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:07 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Tax withholdingClass A Common | 504 | $308.14 | $155,302.56 |
DisclosureSEC source: 0001562180-24-002068 · primarydocument.xml · nonDerivative · entry 1 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,248 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 1,512 RSUs vest on March 1, 2024. F2 · balance_after: The shares reported include 13,610 shares of restricted stock subject to vesting conditions. Read SEC document |
| May 24, 2023 Filed May 25, 2023 15:49 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantMay 24, 2023 Stock Option · Derivative | 13,439 | $0.00 Strike: $330.68 | $0.00 |
DisclosureSEC source: 0001562180-23-004468 · primarydocument.xml · derivative · entry 4 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,439 Underlying: Class A Common · 13,349 shares Expires 2033-05-23 F6 · kind: Represents a grant of stock options under the EEIP. The options will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer as of certain related dates, and subject to accelerated vesting in certain situations. Read SEC document |
| May 24, 2023 Filed May 25, 2023 15:49 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantMay 24, 2023 Performance-Based Stock Option · Derivative | 6,348 | $0.00 Strike: $330.68 | $0.00 |
DisclosureSEC source: 0001562180-23-004468 · primarydocument.xml · derivative · entry 3 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,348 Underlying: Class A Common · 6,348 shares Expires 2033-05-23 F5 · kind: Represents a grant of performance-based stock options under the EEIP. The vesting and vesting schedule of the options are subject to certain performance criteria related to gross margin and employee engagement, subject accelerated vesting in certain situations. Read SEC document |
| May 24, 2023 Filed May 25, 2023 15:49 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 9,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004468 · primarydocument.xml · nonDerivative · entry 2 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,752 F3 · kind: Represents a grant of performance-based RSUs under the EEIP. The vesting and vesting schedule of the RSUs are subject to certain performance criteria related to gross margin and employee engagement, subject accelerated vesting in certain situations. F4 · balance_after: The shares reported include 15,122 shares of restricted stock subject to vesting conditions. Read SEC document |
| May 24, 2023 Filed May 25, 2023 15:49 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 6,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004468 · primarydocument.xml · nonDerivative · entry 1 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,679 F1 · kind: Represents a grant of Restricted Stock Units ("RSUs") under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). 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 certain related dates, and subject to accelerated vesting in certain situations. F2 · balance_after: The shares reported include 6,049 shares of restricted stock subject to vesting conditions. Read SEC document |
| May 24, 2023 Filed Jun 23, 2023 14:57 UTC Amendment | BOSTON BEER CO INC SAM · Entity 4577 | GrantMay 24, 2023 Stock Option · Derivative | 13,276 | $0.00 Strike: $330.68 | $0.00 |
DisclosureSEC source: 0001562180-23-005482 · primarydocument.xml · derivative · entry 4 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,715 Underlying: Class A Common · 13,276 shares Expires 2033-05-23 F6 · kind: Represents a grant of stock options under the EEIP. The options will vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer as of certain related dates, and subject to accelerated vesting in certain situations. F7 · shares: The original Form 4, filed on May 25, 2023 is being amended by this Form 4/A to correct an administrative error, which misreported the total number of derivative securities acquired as 13,439 shares when it should have been 13,276 shares. Read SEC document |
| May 24, 2023 Filed Jun 23, 2023 14:57 UTC Amendment | BOSTON BEER CO INC SAM · Entity 4577 | GrantMay 24, 2023 Performance-Based Stock Option · Derivative | 6,348 | $0.00 Strike: $330.68 | $0.00 |
DisclosureSEC source: 0001562180-23-005482 · primarydocument.xml · derivative · entry 3 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,348 Underlying: Class A Common · 6,348 shares Expires 2033-05-23 F5 · kind: Represents a grant of performance-based stock options under the EEIP. The vesting and vesting schedule of the options are subject to certain performance criteria related to gross margin and employee engagement, subject accelerated vesting in certain situations. Read SEC document |
| May 24, 2023 Filed Jun 23, 2023 14:57 UTC Amendment | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 9,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005482 · primarydocument.xml · nonDerivative · entry 2 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,752 F3 · kind: Represents a grant of performance-based RSUs under the EEIP. The vesting and vesting schedule of the RSUs are subject to certain performance criteria related to gross margin and employee engagement, subject accelerated vesting in certain situations. F4 · balance_after: The shares reported include 15,122 shares of restricted stock subject to vesting conditions. Read SEC document |
| May 24, 2023 Filed Jun 23, 2023 14:57 UTC Amendment | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 6,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005482 · primarydocument.xml · nonDerivative · entry 1 Hodges Philip A. · CIK 0001978919 · Chief Supply Chain Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,679 F1 · kind: Represents a grant of Restricted Stock Units ("RSUs") under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). 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 certain related dates, and subject to accelerated vesting in certain situations. F2 · balance_after: The shares reported include 6,049 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.