Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARINEMAX INCHZO · Entity 4865 | EVP, Chief Digital Officer | 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 | 40,605 |
Ending reported balance
After 2026-09-30 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-09-30 · Exercise / conversion · Acquired 7,010 · Balance 37,236 Row 2 · 2026-09-30 · Exercise / conversion · Acquired 1,781 · Balance 39,017 Row 3 · 2026-09-30 · Exercise / conversion · Acquired 2,029 · Balance 41,046 Row 4 · 2026-09-30 · Exercise / conversion · Acquired 2,902 · Balance 43,948 Row 5 · 2026-09-30 · Tax withholding · Disposed 3,343 · Balance 40,605 |
| 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 7,010 · 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 1,781 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F3: The restricted stock units vest in three annual installments beginning on September 30, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,031 |
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 2,029 · Balance 2,031 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F4: The restricted stock units vest in three annual installments beginning on September 30, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,805 |
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 2,902 · Balance 5,805 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F5: The 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: The restricted stock units vest in three annual installments beginning on September 30, 2024.
F4: The restricted stock units vest in three annual installments beginning on September 30, 2025.
F5: The 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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:14 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 2,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412294 · ownership.xml · derivative · entry 9 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,805 Underlying: Common Stock · 2,902 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 September 30, 2026. F5 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2026. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:14 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 2,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412294 · ownership.xml · derivative · entry 8 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,031 Underlying: Common Stock · 2,029 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. F4 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning on September 30, 2025. F4 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2025. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:14 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412294 · ownership.xml · derivative · entry 7 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,781 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 vest in three annual installments beginning on September 30, 2024. F3 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2024. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:14 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 7,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412294 · ownership.xml · derivative · entry 6 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,010 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 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. F2 · derivative.expiration_date: 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. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:14 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 3,343 | $52.30 | $174,838.90 |
DisclosureSEC source: 0001193125-26-412294 · ownership.xml · nonDerivative · entry 5 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,605 Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:14 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 2,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412294 · ownership.xml · nonDerivative · entry 4 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,948 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, 2026 Filed Oct 3, 2026 00:14 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 2,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412294 · ownership.xml · nonDerivative · entry 3 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,046 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, 2026 Filed Oct 3, 2026 00:14 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412294 · ownership.xml · nonDerivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,017 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, 2026 Filed Oct 3, 2026 00:14 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 7,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412294 · ownership.xml · nonDerivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,236 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, 2025 Filed Nov 18, 2025 23:23 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 8,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-286556 · ownership.xml · derivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,707 Underlying: Common Stock · 8,707 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 in three annual installments beginning on September 30, 2026. F3 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2026. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 23:23 UTC | MARINEMAX INC HZO · Entity 4865 | GrantPerformance Based Restricted Stock Units · Derivative | 3,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-286556 · ownership.xml · derivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,384 Underlying: Common Stock · 3,384 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, 2027. These units were awarded based on performance criteria established on November 14, 2024 and tied to inventory management and operations during fiscal 2025. F2 · derivative.expiration_date: The performance-based restricted stock units vest on September 30, 2027. These units were awarded based on performance criteria established on November 14, 2024 and tied to inventory management and operations during fiscal 2025. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Unitls · Derivative | 2,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-228623 · ownership.xml · derivative · entry 9 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,060 Underlying: Common Stock · 2,029 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 September 30, 2025. F5 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2025. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-228623 · ownership.xml · derivative · entry 8 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,781 Underlying: Common Stock · 1,780 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. F4 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning on September 30, 2024. F4 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2024. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-228623 · ownership.xml · derivative · entry 7 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,233 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 vest in three annual installments beginning on September 30, 2023. F3 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2023. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-228623 · ownership.xml · derivative · entry 6 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,853 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 performance-based restricted stock units vest on September 30, 2025. These units were awarded based on performance criteria established on November 18, 2022 and tied to inventory management and operations during fiscal 2023. F2 · derivative.expiration_date: The performance-based restricted stock units vest on September 30, 2025. These units were awarded based on performance criteria established on November 18, 2022 and tied to inventory management and operations during fiscal 2023. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 2,412 | $25.33 | $61,095.96 |
DisclosureSEC source: 0001193125-25-228623 · ownership.xml · nonDerivative · entry 5 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,226 Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 2,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-228623 · ownership.xml · nonDerivative · entry 4 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,638 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, 2025 Filed Oct 2, 2025 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-228623 · ownership.xml · nonDerivative · entry 3 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,609 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, 2025 Filed Oct 2, 2025 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-228623 · ownership.xml · nonDerivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,829 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, 2025 Filed Oct 2, 2025 21:03 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-228623 · ownership.xml · nonDerivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,596 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 |
| December 02, 2024 Filed Dec 4, 2024 21:11 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-133256 · ownership.xml · derivative · entry 3 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F1 · derivative.exercise_date: These restricted stock units were granted on December 2, 2020 and vested on December 2, 2024. F1 · derivative.expiration_date: These restricted stock units were granted on December 2, 2020 and vested on December 2, 2024. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:11 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 1,218 | $32.71 | $39,840.78 |
DisclosureSEC source: 0000950170-24-133256 · ownership.xml · nonDerivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,743 Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:11 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-133256 · ownership.xml · nonDerivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,961 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: These restricted stock units were granted on December 2, 2020 and vested on December 2, 2024. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 21:19 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 6,089 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-127979 · ownership.xml · derivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,089 Underlying: Common Stock · 6,089 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 in three annual installments beginning on September 30, 2025. F3 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2025. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 21:19 UTC | MARINEMAX INC HZO · Entity 4865 | GrantPerformance Based Restricted Stock Units · Derivative | 7,010 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-127979 · ownership.xml · derivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,010 Underlying: Common Stock · 7,010 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, 2026. These units were awarded based on performance criteria established on November 17, 2023 and tied to inventory management and operations during fiscal 2024. F2 · derivative.expiration_date: 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. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Unitls · Derivative | 3,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · derivative · entry 11 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,607 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. F6 · derivative.exercise_date: These restricted stock units where granted on October 1, 2021 and vest on September 30, 2024. F6 · derivative.expiration_date: These restricted stock units where granted on October 1, 2021 and vest on September 30, 2024. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,780 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · derivative · entry 10 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,561 Underlying: Common Stock · 1,780 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: These restricted stock units vest in three annual installments beginning on September 30, 2024. F5 · derivative.expiration_date: These restricted stock units vest in three annual installments beginning on September 30, 2024. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,233 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · derivative · entry 9 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,233 Underlying: Common Stock · 1,233 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. F4 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning on September 30, 2023. F4 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2023. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionPerformance Based Restricted Stock · Derivative | 3,563 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · derivative · entry 8 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,563 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, 2024. These units were awarded based on performance criteria established on November 19, 2021 and tied to inventory management and operations during fiscal 2022. F3 · derivative.expiration_date: The performance-based restricted stock units vest on September 30, 2024. These units were awarded based on performance criteria established on November 19, 2021 and tied to inventory management and operations during fiscal 2022. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · derivative · entry 7 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 453 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, 2022. F2 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2022. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 2,593 | $35.27 | $91,455.11 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · nonDerivative · entry 6 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,961 Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 3,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · nonDerivative · entry 5 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,554 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, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,780 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · nonDerivative · entry 4 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,947 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, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,233 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · nonDerivative · entry 3 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,167 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, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 3,563 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · nonDerivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,934 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, 2024 Filed Oct 2, 2024 20:06 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111434 · ownership.xml · nonDerivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,371 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 |
| December 03, 2023 Filed Dec 5, 2023 21:09 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-068158 · ownership.xml · derivative · entry 3 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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 were gratned on December 3, 2019 and vested on December 3, 2023. F2 · derivative.expiration_date: The restricted stock units were gratned on December 3, 2019 and vested on December 3, 2023. Read SEC document |
| December 03, 2023 Filed Dec 5, 2023 21:09 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 1,218 | $32.21 | $39,231.78 |
DisclosureSEC source: 0000950170-23-068158 · ownership.xml · nonDerivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,918 Read SEC document |
| December 03, 2023 Filed Dec 5, 2023 21:09 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-068158 · ownership.xml · nonDerivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,136 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 21:40 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 5,341 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-065138 · ownership.xml · derivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,341 Underlying: Common Stock · 5,341 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: These restricted stock units vest in three annual installments beginning on September 30, 2024. F3 · derivative.expiration_date: These restricted stock units vest in three annual installments beginning on September 30, 2024. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 21:40 UTC | MARINEMAX INC HZO · Entity 4865 | GrantPerformance Based Restricted Stock Units · Derivative | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-065138 · ownership.xml · derivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,853 Underlying: Common Stock · 4,853 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, 2025. These units were awarded based on performance criteria established on November 18, 2022 and tied to inventory management and operations during fiscal 2023. F2 · derivative.expiration_date: The performance-based restricted stock units vest on September 30, 2025. These units were awarded based on performance criteria established on November 18, 2022 and tied to inventory management and operations during fiscal 2023. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:57 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051564 · doc4.xml · derivative · entry 7 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,466 Underlying: Common Stock · 1,232 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. F4 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning on September 30, 2023. F4 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2023. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:57 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock · Derivative | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051564 · doc4.xml · derivative · entry 6 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 Underlying: Common stock · 453 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 vest in three annual installments beginning on September 30, 2022. F3 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2022. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:57 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051564 · doc4.xml · derivative · entry 5 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,802 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, 2021. F2 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2021. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:57 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 850 | $32.82 | $27,897.00 |
DisclosureSEC source: 0001209191-23-051564 · doc4.xml · nonDerivative · entry 4 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,136 Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:57 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051564 · doc4.xml · nonDerivative · entry 3 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,986 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, 2023 Filed Oct 3, 2023 20:57 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051564 · doc4.xml · nonDerivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,754 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, 2023 Filed Oct 3, 2023 20:57 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051564 · doc4.xml · nonDerivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,301 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 29, 2022 Filed Dec 1, 2022 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059188 · doc4.xml · derivative · entry 3 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 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: These restricted stock units were granted on November 29, 2018 and vest on November 29, 2022. F2 · derivative.expiration_date: These restricted stock units were granted on November 29, 2018 and vest on November 29, 2022. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 244 | $32.32 | $7,886.08 |
DisclosureSEC source: 0001209191-22-059188 · doc4.xml · nonDerivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,499 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.