Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARINEMAX INCHZO · Entity 4865 | Director | November 14, 2024 | November 18, 2024 |
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 November 14, 2024 · Filed November 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,050 |
Reported balance
After 2024-11-17 transaction · row 1
1 source rowRow 1 · 2024-11-17 · Exercise / conversion · Acquired 4,616 · Balance 45,050 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,633 |
Reported balance
After 2024-11-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-14 · Grant · Acquired 4,633 · Balance 4,633 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F2: The restricted stock unit vest on November 14, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-11-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-11-17 · Exercise / conversion · Disposed 4,616 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F3: The restricted stock unts vested on November 17, 2024. |
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 restricted stock unit vest on November 14, 2025.
F3: The restricted stock unts vested on November 17, 2024.
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 17, 2024 Filed Nov 18, 2024 21:30 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 4,616 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128003 · ownership.xml · derivative · entry 3 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,616 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 unts vested on November 17, 2024. F3 · derivative.expiration_date: The restricted stock unts vested on November 17, 2024. Read SEC document |
| November 17, 2024 Filed Nov 18, 2024 21:30 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 4,616 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128003 · ownership.xml · nonDerivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,050 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 21:30 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 4,633 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128003 · ownership.xml · derivative · entry 2 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,633 Underlying: Common Stock · 4,633 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 restricted stock unit vest on November 14, 2025. F2 · derivative.expiration_date: The restricted stock unit vest on November 14, 2025. Read SEC document |
| November 18, 2023 Filed Nov 20, 2023 21:54 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-065169 · ownership.xml · derivative · entry 3 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,044 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 vested on November 18, 2023. F3 · derivative.expiration_date: The restricted stock units vested on November 18, 2023. Read SEC document |
| November 18, 2023 Filed Nov 20, 2023 21:54 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-065169 · ownership.xml · nonDerivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,434 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 21:54 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 4,616 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-065169 · ownership.xml · derivative · entry 2 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,616 Underlying: Common Stock · 4,616 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 restricted stock units vest on November 17, 2024. F2 · derivative.expiration_date: The restricted stock units vest on November 17, 2024. Read SEC document |
| November 19, 2022 Filed Nov 22, 2022 21:12 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058362 · doc4.xml · derivative · entry 3 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed 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. F3 · derivative.exercise_date: The restricted stock units vested on November 19, 2022. F3 · derivative.expiration_date: The restricted stock units vested on November 19, 2022. Read SEC document |
| November 19, 2022 Filed Nov 22, 2022 21:12 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058362 · doc4.xml · nonDerivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,390 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 21:12 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058362 · doc4.xml · derivative · entry 2 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,044 Underlying: Common Stock · 4,044 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 restricted stock units vest on November 18, 2023. F2 · derivative.expiration_date: The restricted stock units vest on November 18, 2023. Read SEC document |
| December 02, 2021 Filed Dec 2, 2021 21:34 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-067600 · doc4.xml · derivative · entry 2 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed 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 vest on December 2, 2021. F2 · derivative.expiration_date: The restricted stock units vest on December 2, 2021. Read SEC document |
| December 02, 2021 Filed Dec 2, 2021 21:34 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-067600 · doc4.xml · nonDerivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,390 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 19, 2021 Filed Nov 23, 2021 21:29 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066434 · doc4.xml · derivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 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 restricted stock units are all scheduled to vest on November 19, 2022. F2 · derivative.expiration_date: The restricted stock units are all scheduled to vest on November 19, 2022. Read SEC document |
| December 03, 2020 Filed Dec 3, 2020 21:50 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061516 · doc4.xml · derivative · entry 3 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed 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. F3 · derivative.exercise_date: The restricted stock units vested on December 3, 2020. F3 · derivative.expiration_date: The restricted stock units vested on December 3, 2020. Read SEC document |
| December 03, 2020 Filed Dec 3, 2020 21:50 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061516 · doc4.xml · nonDerivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,390 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, 2020 Filed Dec 3, 2020 21:50 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061516 · doc4.xml · derivative · entry 2 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 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 restricted stock units are all scheduled to vest on December 2, 2021. F2 · derivative.expiration_date: The restricted stock units are all scheduled to vest on December 2, 2021. Read SEC document |
| July 30, 2020 Filed Jul 30, 2020 23:57 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionStock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.20 | $0.00 |
DisclosureSEC source: 0001209191-20-044103 · doc4.xml · derivative · entry 3 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2025-09-16 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. F4 · derivative.exercise_date: Options vested as follows: 1,667 vested on September 16, 2015, 1,666 vest on September 16, 2016, and 1,667 vest on September 16, 2017. Read SEC document |
| July 30, 2020 Filed Jul 30, 2020 23:57 UTC | MARINEMAX INC HZO · Entity 4865 | SaleCommon Stock | 5,000 | $29.76 | $148,800.00 |
DisclosureSEC source: 0001209191-20-044103 · doc4.xml · nonDerivative · entry 2 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,390 F1 · kind: The shares were exercised and sold pursuant to a 10b5-1 Sales Plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $29.54 to $29.86. 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 |
| July 30, 2020 Filed Jul 30, 2020 23:57 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 5,000 | $15.20 | $76,000.00 |
DisclosureSEC source: 0001209191-20-044103 · doc4.xml · nonDerivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,390 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The shares were exercised and sold pursuant to a 10b5-1 Sales Plan. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 21:28 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059300 · doc4.xml · derivative · entry 3 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 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 are all scheduled to vest on December 3, 2020. F3 · derivative.expiration_date: The restricted stock units are all scheduled to vest on December 3, 2020. Read SEC document |
| November 29, 2019 Filed Dec 5, 2019 21:28 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059300 · doc4.xml · derivative · entry 2 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed 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 vested on November 29, 2019. F2 · derivative.expiration_date: The restricted stock units vested on November 29, 2019. Read SEC document |
| November 29, 2019 Filed Dec 5, 2019 21:28 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059300 · doc4.xml · nonDerivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,390 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, 2018 Filed Dec 3, 2018 22:20 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060610 · doc4.xml · derivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 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 restricted stock units are all scheduled to vest on November 29, 2019. F2 · derivative.expiration_date: The restricted stock units are all scheduled to vest on November 29, 2019. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:23 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-059176 · doc4.xml · derivative · entry 2 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed 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 all vested on November 15, 2018. F2 · derivative.expiration_date: The restricted stock units all vested on November 15, 2018. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:23 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-059176 · doc4.xml · nonDerivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,390 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 15, 2017 Filed Nov 16, 2017 22:24 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061240 · doc4.xml · derivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 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 restricted stock units are all scheduled to vest on November 15, 2018. F2 · derivative.expiration_date: The restricted stock units are all scheduled to vest on November 15, 2018. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:47 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 5,000 | $17.10 | $85,500.00 |
DisclosureSEC source: 0001209191-16-150273 · doc4.xml · nonDerivative · entry 1 FOLLIT EVELYN V · CIK 0001207152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,390 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.