Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARINEMAX INCHZO · Entity 4865 | EVP & Chief Revenue Officer | September 30, 2025 | October 02, 2025 |
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, 2025 · Filed October 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,870 |
Reported balance
After 2025-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-09-30 · Exercise / conversion · Acquired 13,747 · Balance 81,870 F1: Includes 743 shares acquired under the MarineMax Employee Stock Purchase Plan during the fiscal quarter ending March 31 2025 and 266 shares acquired under the MarineMax Employee Stock Purchase Plan during the fiscal quarter ending September 30, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 85,362 |
Reported balance
After 2025-09-30 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-09-30 · Exercise / conversion · Acquired 3,492 · Balance 85,362 |
| Common StockSEC Table I · non-derivative | Direct | 89,846 |
Reported balance
After 2025-09-30 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-09-30 · Exercise / conversion · Acquired 4,484 · Balance 89,846 |
| Common StockSEC Table I · non-derivative | Direct | 94,663 |
Reported balance
After 2025-09-30 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-09-30 · Exercise / conversion · Acquired 4,817 · Balance 94,663 |
| Common StockSEC Table I · non-derivative | Direct | 88,199 |
Reported balance
After 2025-09-30 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-09-30 · Tax withholding · Disposed 6,464 · Balance 88,199 |
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-09-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-09-30 · Exercise / conversion · Disposed 13,747 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F3: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-09-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-09-30 · Exercise / conversion · Disposed 3,492 · Balance 0 F2: 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, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,484 |
Reported balance
After 2025-09-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-09-30 · Exercise / conversion · Disposed 4,484 · Balance 4,484 F2: 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, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,637 |
Reported balance
After 2025-09-30 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-09-30 · Exercise / conversion · Disposed 4,817 · Balance 9,637 F2: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F6: These restricted stock units vest in three annual installments beginning on September 30, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 743 shares acquired under the MarineMax Employee Stock Purchase Plan during the fiscal quarter ending March 31 2025 and 266 shares acquired under the MarineMax Employee Stock Purchase Plan during the fiscal quarter ending September 30, 2024.
F2: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock.
F3: 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.
F4: These restricted stock units vest in three annual installments beginning on September 30, 2023.
F5: These restricted stock units vest in three annual installments beginning on September 30, 2024.
F6: These restricted stock units vest in three annual installments beginning on September 30, 2025.
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, 2017 Filed Oct 3, 2017 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055295 · doc4.xml · derivative · entry 7 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704 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. F2 · 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, 2016. F3 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on September 30, 2016. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 819 | $16.55 | $13,554.45 |
DisclosureSEC source: 0001209191-17-055295 · doc4.xml · nonDerivative · entry 6 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,040 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 2,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055295 · doc4.xml · nonDerivative · entry 5 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,859 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, 2017 Filed Oct 3, 2017 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 1,026 | $16.55 | $16,980.30 |
DisclosureSEC source: 0001209191-17-055295 · doc4.xml · nonDerivative · entry 4 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,866 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055295 · doc4.xml · nonDerivative · entry 3 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,892 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, 2017 Filed Oct 3, 2017 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 466 | $16.55 | $7,712.30 |
DisclosureSEC source: 0001209191-17-055295 · doc4.xml · nonDerivative · entry 2 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,142 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 21:32 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055295 · doc4.xml · nonDerivative · entry 1 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,608 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 · balance_after: Includes 1,193 shares acquired under the MarineMax Employee Stock Purchase Plan on various dates during Q3 of fiscal 2017. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:55 UTC | MARINEMAX INC HZO · Entity 4865 | SaleCommon Stock | 9,286 | $18.66 | $173,276.76 |
DisclosureSEC source: 0001209191-16-152684 · doc4.xml · nonDerivative · entry 1 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,712 F1 · kind: The shares were sold pursuant to a 10b5-1 Sales Plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $18.60 to $18.70. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 22:55 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150285 · doc4.xml · derivative · entry 6 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Marinemax, Inc. Common Stock. F6 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning on November 15, 2015. F6 · 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 22:55 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 456 | $17.10 | $7,797.60 |
DisclosureSEC source: 0001209191-16-150285 · doc4.xml · nonDerivative · entry 2 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,998 Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 22:55 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150285 · doc4.xml · nonDerivative · entry 1 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,454 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 · balance_after: Includes 265 shares acquired under the MarineMax Employee Stock Purchase Plan on various dates during Q1 of fiscal 2017. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:55 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 8,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150285 · doc4.xml · derivative · entry 5 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,982 Underlying: Common Stock · 8,982 shares Expires not disclosed F2 · 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, 2017. F5 · 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 22:55 UTC | MARINEMAX INC HZO · Entity 4865 | GrantPerformance Based Restricted Stock Units · Derivative | 13,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150285 · doc4.xml · derivative · entry 4 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,375 Underlying: Common Stock · 13,375 shares Expires not disclosed F2 · 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 performance-based restricted stock units vest on September 30, 2018. These units were awarded based on performance criteria established on November 12, 2015 and tied to inventory management and operations during fiscal 2016. F4 · 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 12, 2015 and tied to inventory management and operations during fiscal 2016. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:55 UTC | MARINEMAX INC HZO · Entity 4865 | GrantPerformance Based Restricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150285 · doc4.xml · derivative · entry 3 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Stock · 3,750 shares Expires not disclosed F2 · 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, 2017. These units were awarded based on performance criteria established on November 15, 2014 and tied to inventory management and operations during fiscal 2016. F3 · 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 21:45 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 3,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143708 · doc4.xml · derivative · entry 6 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue 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 21:45 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 1,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143708 · doc4.xml · derivative · entry 5 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue 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 21:45 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 851 | $20.95 | $17,828.45 |
DisclosureSEC source: 0001209191-16-143708 · doc4.xml · nonDerivative · entry 4 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,524 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:45 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 3,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143708 · doc4.xml · nonDerivative · entry 3 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,375 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 21:45 UTC | MARINEMAX INC HZO · Entity 4865 | Tax withholdingCommon Stock | 466 | $20.95 | $9,762.70 |
DisclosureSEC source: 0001209191-16-143708 · doc4.xml · nonDerivative · entry 2 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,266 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:45 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 1,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143708 · doc4.xml · nonDerivative · entry 1 Cashman Charles A · CIK 0001562713 · EVP & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,732 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.