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 |
|---|---|---|---|---|---|---|
| November 29, 2022 Filed Dec 1, 2022 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059188 · doc4.xml · nonDerivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,743 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 18, 2022 Filed Nov 22, 2022 21:26 UTC | MARINEMAX INC HZO · Entity 4865 | GrantPeformance Based Restricted Stock Units · Derivative | 3,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058377 · doc4.xml · derivative · entry 2 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,563 Underlying: Common Stock · 3,563 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 units were previously included on the reporting person's Form 3 as Performance Based Restricted Stock Units at the target amount of 2,036 rather than the grant amounts which were determined on November 18, 2022 to be a total of 3,563 units. 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: These units were previously included on the reporting person's Form 3 as Performance Based Restricted Stock Units at the target amount of 2,036 rather than the grant amounts which were determined on November 18, 2022 to be a total of 3,563 units. 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 |
| November 18, 2022 Filed Nov 22, 2022 21:26 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 3,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058377 · doc4.xml · derivative · entry 1 Berg Shawn · CIK 0001947995 · EVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,698 Underlying: Common Stock · 3,698 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: These restricted stock units vest in three annual installments beginning on September 30, 2023. F2 · derivative.expiration_date: These restricted stock units vest in three annual installments beginning on September 30, 2023. 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.