Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARINEMAX INCHZO · Entity 4865 | Director · CEO & President | September 30, 2026 | October 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.
MARINEMAX INC
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 329,578 |
Ending reported balance
After 2026-09-30 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-09-30 · Exercise / conversion · Acquired 73,566 · Balance 316,353 Row 2 · 2026-09-30 · Exercise / conversion · Acquired 18,684 · Balance 335,037 Row 3 · 2026-09-30 · Exercise / conversion · Acquired 19,897 · Balance 354,934 Row 4 · 2026-09-30 · Exercise / conversion · Acquired 28,330 · Balance 383,264 Row 5 · 2026-09-30 · Tax withholding · Disposed 53,686 · Balance 329,578 |
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-30 · Exercise / conversion · Disposed 73,566 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F2: The performance-based restricted stock units vest on September 30, 2026. These units were awarded based on performance criteria established on November 17, 2023 and tied to inventory management and operations during fiscal 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-30 · Exercise / conversion · Disposed 18,684 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F3: These restricted stock units vest in three annual installments beginning on September 30, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,903 |
Reported balance
After 2026-09-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-30 · Exercise / conversion · Disposed 19,897 · Balance 19,903 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F4: These restricted stock units vest in three annual installments beginning on September 30, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 56,663 |
Reported balance
After 2026-09-30 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-30 · Exercise / conversion · Disposed 28,330 · Balance 56,663 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F5: These restricted stock units vest in three annual installments beginning on September 30, 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 performance-based restricted stock units vest on September 30, 2026. These units were awarded based on performance criteria established on November 17, 2023 and tied to inventory management and operations during fiscal 2024.
F3: These restricted stock units vest in three annual installments beginning on September 30, 2024.
F4: These restricted stock units vest in three annual installments beginning on September 30, 2025.
F5: These restricted stock units vest in three annual installments beginning on September 30, 2026.
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 15, 2017 Filed Mar 16, 2017 20:34 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 4,794 | $15.80 | $75,745.20 |
DisclosureSEC source: 0001209191-17-021103 · doc4.xml · nonDerivative · entry 1 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,428 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 shares were exercised and sold pursuant to a 10b5-1 Sales Plan. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 22:54 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150284 · doc4.xml · derivative · entry 6 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,670 Underlying: Common Stock · 1,665 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. F5 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning on November 15, 2015. F5 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on November 15, 2015. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 22:54 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 456 | $17.10 | $7,797.60 |
DisclosureSEC source: 0001209191-16-150284 · doc4.xml · nonDerivative · entry 2 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,634 Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 22:54 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150284 · doc4.xml · nonDerivative · entry 1 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,090 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, 2016 Filed Nov 15, 2016 22:54 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 12,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150284 · doc4.xml · derivative · entry 5 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,632 Underlying: Common Stock · 12,632 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. F4 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning on September 30, 2017. F4 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2017. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:54 UTC | MARINEMAX INC HZO · Entity 4865 | GrantPerformance Based Restricted Stock Units · Derivative | 13,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150284 · doc4.xml · derivative · entry 4 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,375 Underlying: Common Stock · 13,375 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 performance-based restricted stock units vest on September 30, 2018. These units were awarded based on performance criteria established on November 15, 2015 and tied to inventory management and operations during fiscal 2016. F3 · derivative.expiration_date: The performance-based restricted stock units vest on September 30, 2018. These units were awarded based on performance criteria established on November 15, 2015 and tied to inventory management and operations during fiscal 2016. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:54 UTC | MARINEMAX INC HZO · Entity 4865 | GrantPerformance Based Restricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150284 · doc4.xml · derivative · entry 3 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Stock · 3,750 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 performance-based restricted stock units vest on September 30, 2017. These units were awarded based on performance criteria established on November 15, 2014 and tied to inventory management and operations during fiscal 2016. F2 · derivative.expiration_date: The performance-based restricted stock units vest on September 30, 2017. These units were awarded based on performance criteria established on November 15, 2014 and tied to inventory management and operations during fiscal 2016. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:46 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 3,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143709 · doc4.xml · derivative · entry 6 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,109 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 performance-based restricted stock units vest on September 30, 2016. These units were awarded based on performance criteria established on November 15, 2014 and tied to inventory management and operations during fiscal 2015. F3 · derivative.expiration_date: The performance-based restricted stock units vest on September 30, 2016. These units were awarded based on performance criteria established on November 15, 2014 and tied to inventory management and operations during fiscal 2015. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:46 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143709 · doc4.xml · derivative · entry 5 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,407 Underlying: Common Stock · 1,703 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 vest in three annual installments beginning on September 30, 2016. F2 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2016. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:46 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 851 | $20.95 | $17,828.45 |
DisclosureSEC source: 0001209191-16-143709 · doc4.xml · nonDerivative · entry 4 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,425 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:46 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 3,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143709 · doc4.xml · nonDerivative · entry 3 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,276 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 |
| September 30, 2016 Filed Oct 3, 2016 21:46 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 466 | $20.95 | $9,762.70 |
DisclosureSEC source: 0001209191-16-143709 · doc4.xml · nonDerivative · entry 2 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,167 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:46 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143709 · doc4.xml · nonDerivative · entry 1 McGill W Brett · CIK 0001562655 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,633 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.