Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BJ's Wholesale Club Holdings, Inc.BJ · Entity 638 | Director | June 18, 2026 | June 22, 2026 |
| BOSTON BEER CO INCSAM · Entity 4577 | Director · President and CEO | March 01, 2024 | March 04, 2024 |
| DECKERS OUTDOOR CORPDECK · Entity 848 | Director | September 01, 2026 | September 02, 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.
BJ's Wholesale Club Holdings, Inc.
Report date June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,982 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 2,288 · Balance 5,982 F1: Restricted stock unit award ("RSUs") which shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 18, 2026; or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant. The reporting person has elected to defer the settlement of the RSUs until the earlier of June 1, 2029 or the reporting person's termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award ("RSUs") which shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 18, 2026; or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant. The reporting person has elected to defer the settlement of the RSUs until the earlier of June 1, 2029 or the reporting person's termination of service as a director.
BOSTON BEER CO INC
Report date March 01, 2024 · Filed March 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 45,896 |
Reported balance
After 2024-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-01 · Tax withholding · Disposed 2,014 · Balance 45,896 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 5,223 RSUs vest on March 1, 2024. F2: The shares reported include 11,374 shares of restricted stock subject to vesting conditions. |
| March 1, 2020 Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $370.79 · Expires 2030-02-28 | Direct | 7,029 |
Reported balance
After 2024-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-01 · Grant · Acquired 2,343 · Balance 7,029 F3: The Performance-Based Stock Options were granted pursuant to the Issuer's Restated Employee Equity Incentive Plan ("EEIP") on March 1, 2020. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2021 over Fiscal Year 2019. In February 2022, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vested in three equal installments on March 1 in the years 2022-2024. |
| March 1, 2021 Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1,028.71 · Expires 2031-02-28 | Direct | 4,446 |
Reported balance
After 2024-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-03-01 · Grant · Acquired 1,482 · Balance 4,446 F4: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2021. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2022 over Fiscal Year 2020. In February 2023, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2023-2025, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations. |
| March 1, 2021 Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1,028.71 · Expires 2031-02-28 | Direct | 10,935 |
Reported balance
After 2024-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-03-01 · Grant · Acquired 2,733 · Balance 10,935 F5: The Time-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2021. The options vest in equal installments on March 1 in the years 2024-2026 provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations. |
| Class A CommonSEC Table I · non-derivative | IndirectIn a Spousal Lifetime Access Trust for the benefit of the Reporting Person's Spouse | 10,457 |
Reported balance
Holding disclosure · report date 2024-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,457 |
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 5,223 RSUs vest on March 1, 2024.
F2: The shares reported include 11,374 shares of restricted stock subject to vesting conditions.
F3: The Performance-Based Stock Options were granted pursuant to the Issuer's Restated Employee Equity Incentive Plan ("EEIP") on March 1, 2020. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2021 over Fiscal Year 2019. In February 2022, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vested in three equal installments on March 1 in the years 2022-2024.
F4: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2021. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2022 over Fiscal Year 2020. In February 2023, the Compensation Committee determined that the performance criteria had been achieved, and as such the options vest in three equal installments on March 1 in the years 2023-2025, provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.
F5: The Time-Based Stock Options were granted pursuant to the Issuer's EEIP on March 1, 2021. The options vest in equal installments on March 1 in the years 2024-2026 provided that the Reporting Person remains employed by the Company on the applicable vesting dates, and subject to accelerated vesting in certain situations.
DECKERS OUTDOOR CORP
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,615 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 535 · Balance 14,615 F1: Quarterly shares issued pursuant to the Compensation Plan for the Company's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly shares issued pursuant to the Compensation Plan for the Company's Board of Directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Duckhorn Portfolio, Inc.
Report date December 24, 2024 · Filed December 26, 2024
Section 16 reporting ended · disclosed 2024-12-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-12-24 transaction · row 1
1 source rowRow 1 · 2024-12-24 · Disposition to issuer · Disposed 9,011 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger, each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger, each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest.
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 |
|---|---|---|---|---|---|---|
| April 30, 2020 Filed Apr 30, 2020 20:15 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 1,443 | $466.72 | $673,476.96 |
DisclosureSEC source: 0001562180-20-003215 · primarydocument.xml · nonDerivative · entry 4 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,437 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F6 · shares: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,443 shares is from $466.15 to $467.13. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. F3 · balance_after: The shares reported include 32,062 shares of restricted stock subject to vesting conditions. Read SEC document |
| April 30, 2020 Filed Apr 30, 2020 20:15 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 2,229 | $465.65 | $1,037,933.85 |
DisclosureSEC source: 0001562180-20-003215 · primarydocument.xml · nonDerivative · entry 3 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,880 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F5 · shares: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 2,229 shares is from $465.15 to $466.13. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. F3 · balance_after: The shares reported include 32,062 shares of restricted stock subject to vesting conditions. Read SEC document |
| April 30, 2020 Filed Apr 30, 2020 20:15 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 615 | $467.23 | $287,346.45 |
DisclosureSEC source: 0001562180-20-003215 · primarydocument.xml · nonDerivative · entry 2 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,109 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F4 · shares: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 615 shares is from $464.14 to $465.03. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. F3 · balance_after: The shares reported include 32,062 shares of restricted stock subject to vesting conditions. Read SEC document |
| April 30, 2020 Filed Apr 30, 2020 20:15 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 553 | $467.23 | $258,378.19 |
DisclosureSEC source: 0001562180-20-003215 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,724 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F2 · shares: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 553 shares is from $462.98 to $463.95. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. F3 · balance_after: The shares reported include 32,062 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 04, 2020 Filed Mar 4, 2020 21:15 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 362 | $386.34 | $139,855.08 |
DisclosureSEC source: 0001562180-20-002133 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,277 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F2 · balance_after: The shares reported include 56,411 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 21:19 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantStock Option (Right to Buy) · Derivative | 7,029 | $0.00 Strike: $370.79 | $0.00 |
DisclosureSEC source: 0001562180-20-001867 · primarydocument.xml · derivative · entry 3 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,029 Underlying: Class A Common · 7,029 shares Expires 2030-02-28 F4 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP. The extent to which the options may become exercisable will be dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2021 over Fiscal Year 2019. The determination of the eligibility for vesting of these options will be made by the Compensation Committee before March 1, 2022. Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 21:19 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantStock Options (Right to buy) · Derivative | 3,319 | $0.00 Strike: $191.10 | $0.00 |
DisclosureSEC source: 0001562180-20-001867 · primarydocument.xml · derivative · entry 2 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,319 Underlying: Class A Common · 3,319 shares Expires 2028-04-30 F3 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP. The extent to which the options were exercisable was dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2019 over Fiscal Year 2017. The determination of the eligibility for vesting of these options was made by the Compensation Committee before March 1, 2020. Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 21:19 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 2,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001867 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,639 F1 · shares: 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 the applicable vesting date. F2 · balance_after: The shares reported include 57,210 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 11, 2020 Filed Feb 11, 2020 21:05 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,140 | $0.00 Strike: $61.86 | $0.00 |
DisclosureSEC source: 0001562180-20-001080 · primarydocument.xml · derivative · entry 3 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 3,140 shares Expires 2020-05-25 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. Read SEC document |
| February 11, 2020 Filed Feb 11, 2020 21:05 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 3,140 | $386.13 | $1,212,448.20 |
DisclosureSEC source: 0001562180-20-001080 · primarydocument.xml · nonDerivative · entry 2 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,943 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F2 · balance_after: The shares reported include 54,514 shares of restricted stock subject to vesting conditions. Read SEC document |
| February 11, 2020 Filed Feb 11, 2020 21:05 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common | 3,140 | $61.86 | $194,224.70 |
DisclosureSEC source: 0001562180-20-001080 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,083 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F2 · balance_after: The shares reported include 54,514 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 23, 2020 Filed Jan 24, 2020 21:03 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionStock Option (Right to Buy) · Derivative | 760 | $0.00 Strike: $61.86 | $0.00 |
DisclosureSEC source: 0001562180-20-000542 · primarydocument.xml · derivative · entry 3 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,140 Underlying: Class A Common · 760 shares Expires 2020-05-25 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. Read SEC document |
| January 23, 2020 Filed Jan 24, 2020 21:03 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 760 | $400.00 | $304,000.00 |
DisclosureSEC source: 0001562180-20-000542 · primarydocument.xml · nonDerivative · entry 2 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,943 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F2 · balance_after: The shares reported include 54,514 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 23, 2020 Filed Jan 24, 2020 21:03 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common | 760 | $61.86 | $47,009.80 |
DisclosureSEC source: 0001562180-20-000542 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,703 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F2 · balance_after: The shares reported include 54,514 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 21:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,100 | $0.00 Strike: $61.86 | $0.00 |
DisclosureSEC source: 0001562180-20-000490 · primarydocument.xml · derivative · entry 3 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,900 Underlying: Class A Common · 1,100 shares Expires 2020-05-25 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 21:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 1,100 | $400.00 | $440,000.00 |
DisclosureSEC source: 0001562180-20-000490 · primarydocument.xml · nonDerivative · entry 2 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,943 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F2 · balance_after: The shares reported include 54,514 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 21:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common | 1,100 | $61.86 | $68,040.50 |
DisclosureSEC source: 0001562180-20-000490 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,043 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F2 · balance_after: The shares reported include 54,514 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:11 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 279 | $373.04 | $104,078.16 |
DisclosureSEC source: 0001562180-20-000126 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,943 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 30, 2019. F2 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 279 shares is from $373.00 to $373.10. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. F3 · balance_after: The shares reported include 54,514 shares of restricted stock subject to vesting conditions. Read SEC document |
| April 30, 2019 Filed Apr 30, 2019 20:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 5,105 | $303.57 | $1,549,724.85 |
DisclosureSEC source: 0001562180-19-002434 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,222 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 5, 2018. F2 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 5,105 shares is from $302.80 to $303.61. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. F3 · balance_after: The shares reported include 55,386 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantPerformance-Based Stock Option (Right to Buy) · Derivative | 7,352 | $0.00 Strike: $312.56 | $0.00 |
DisclosureSEC source: 0001562180-19-001504 · primarydocument.xml · derivative · entry 8 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,352 Underlying: Class A Common · 7,352 shares Expires 2029-02-28 F7 · derivative.exercise_date: The Performance-Based Stock Options were granted pursuant to the Issuer's EEIP. The extent to which the options may become exercisable will be dependent upon the Company achieving certain compounded annual growth rate targets based on net revenue growth in Fiscal Year 2020 over Fiscal Year 2018. The determination of the eligibility for vesting of these options will be made by the Compensation Committee before March 1, 2021. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $29.33 | $0.00 |
DisclosureSEC source: 0001562180-19-001504 · primarydocument.xml · derivative · entry 7 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 5,000 shares Expires 2019-06-01 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 13, 2018. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 3,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001504 · primarydocument.xml · nonDerivative · entry 6 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,327 F5 · shares: Represents a grant of Restricted Stock Units ("RSU's") under the Issuer's Restated Employee Equity Incentive Plan ("EEIP"). RSU's generally vest in four equal installments over a four year period, provided that the Reporting Person remains employed by the Issuer as of the applicable vesting date. F6 · balance_after: The shares reported include 66,652 shares of restricted stock subject to vesting conditions. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 400 | $314.68 | $125,872.00 |
DisclosureSEC source: 0001562180-19-001504 · primarydocument.xml · nonDerivative · entry 5 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,128 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 13, 2018. F4 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 400 shares is from $314.61 to $314.70. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 1,058 | $313.79 | $331,989.82 |
DisclosureSEC source: 0001562180-19-001504 · primarydocument.xml · nonDerivative · entry 4 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,528 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 13, 2018. F3 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,058 shares is from $313.52 to $314.35. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 700 | $312.31 | $218,617.00 |
DisclosureSEC source: 0001562180-19-001504 · primarydocument.xml · nonDerivative · entry 3 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,586 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 13, 2018. F2 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 700 shares is from $312.28 to $312.50. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 2,842 | $310.00 | $881,020.00 |
DisclosureSEC source: 0001562180-19-001504 · primarydocument.xml · nonDerivative · entry 2 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,286 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 13, 2018. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:00 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common | 5,000 | $29.33 | $146,650.00 |
DisclosureSEC source: 0001562180-19-001504 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,128 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 13, 2018. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:07 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 289 | $235.14 | $67,955.46 |
DisclosureSEC source: 0001562180-19-000120 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,130 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 5, 2018. F2 · balance_after: The shares reported include 63,453 shares of restricted stock subject to vesting conditions. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:18 UTC Amendment | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 291 | $235.14 | $68,425.74 |
DisclosureSEC source: 0001562180-19-000196 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,128 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 5, 2018. F2 · shares: The Reporting Person is filing this amendment to the Form 4 originally filed on January 3, 2019 (this "Amendment") to correct the number of option shares with an exercise price of $235.14 exercised and sold by the reporting person on 1/3/2019 from 289 to 291. F3 · balance_after: The shares reported include 63,453 shares of restricted stock subject to vesting conditions. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:17 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 4,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002109 · primarydocument.xml · nonDerivative · entry 3 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,419 F1 · balance_after: On the Transaction Date, the Issuer granted certain restricted stock awards to the Reporting Person pursuant to his offer letter, as previously disclosed in detail in a Current Report on Form 8-K dated February 13, 2018. The grants were approved by the sole Class B Stockholder, the Board of Directors, and the Compensation Committee. The shares reported include 64,325 shares of restricted stock subject to vesting conditions. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:17 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 26,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002109 · primarydocument.xml · nonDerivative · entry 2 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,058 Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:17 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantClass A Common | 33,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002109 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,892 Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:49 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common Stock Option · Derivative | 5,000 | $0.00 Strike: $39.63 | $0.00 |
DisclosureSEC source: 0001562180-18-000128 · primarydocument.xml · derivative · entry 3 Burwick David A · CIK 0001318320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 5,000 shares Expires 2018-05-23 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 2, 2017. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:49 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 5,000 | $190.01 | $950,050.00 |
DisclosureSEC source: 0001562180-18-000128 · primarydocument.xml · nonDerivative · entry 2 Burwick David A · CIK 0001318320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,094 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 2, 2017. F2 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 5,000 shares is from $190.00 to $190.10. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:49 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common | 5,000 | $39.63 | $198,125.00 |
DisclosureSEC source: 0001562180-18-000128 · primarydocument.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,094 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 2, 2017. Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common Stock Option · Derivative | 5,000 | $0.00 Strike: $38.56 | $0.00 |
DisclosureSEC source: 0001140361-17-022321 · doc1.xml · derivative · entry 5 Burwick David A · CIK 0001318320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 5,000 shares Expires 2017-05-31 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 31, 2016. Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 1,800 | $144.97 | $260,946.00 |
DisclosureSEC source: 0001140361-17-022321 · doc1.xml · nonDerivative · entry 4 Burwick David A · CIK 0001318320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,094 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 31, 2016. F4 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,800 shares is from $144.40 to $145.20. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 1,800 | $143.80 | $258,840.00 |
DisclosureSEC source: 0001140361-17-022321 · doc1.xml · nonDerivative · entry 3 Burwick David A · CIK 0001318320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,894 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 31, 2016. F3 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,800 shares is from $143.35 to $144.30. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | SaleClass A Common | 1,400 | $143.00 | $200,200.00 |
DisclosureSEC source: 0001140361-17-022321 · doc1.xml · nonDerivative · entry 2 Burwick David A · CIK 0001318320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,694 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 31, 2016. F2 · price: The price shown is the weighted average sale price for the transactions reported on this line. The range of sale prices for the 1,400 shares is from $142.35 to $143.25. The Filing Person will provide full information regarding the number of shares sold at each separate price upon request of the SEC, the Registrant, or a shareholder of the Registrant. Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:01 UTC | BOSTON BEER CO INC SAM · Entity 4577 | Exercise / conversionClass A Common | 5,000 | $38.56 | $192,800.00 |
DisclosureSEC source: 0001140361-17-022321 · doc1.xml · nonDerivative · entry 1 Burwick David A · CIK 0001318320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,094 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 31, 2016. Read SEC document |
| May 18, 2017 Filed May 19, 2017 17:32 UTC | BOSTON BEER CO INC SAM · Entity 4577 | GrantStock Option (Right to Buy) · Derivative | 1,698 | $0.00 Strike: $140.05 | $0.00 |
DisclosureSEC source: 0001140361-17-021493 · doc1.xml · derivative · entry 1 Burwick David A · CIK 0001318320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,698 Underlying: Class A Common · 1,698 shares Expires 2027-05-17 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.