Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MALIBU BOATS, INC.MBUU · Entity 5439 | President | November 04, 2024 | November 06, 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.
MALIBU BOATS, INC.
Report date November 04, 2024 · Filed November 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 142,743 |
Last balance in matching sequence
After 2024-11-06 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2024-11-04 · Grant · Acquired 9,450 · Balance 144,460 F1: The reporting person was issued an equity award of 9,450 shares of restricted stock on November 4, 2024, vesting in four substantially equal annual installments beginning on November 6, 2025, subject to the reporting person's continued employment through each applicable vesting date. F2: Includes 92,699 restricted stock units with 25% of the award vesting on each of the second and third anniversaries of February 20, 2024, and 50% of the award vesting on the fourth anniversary of February 20, 2024, 1,077 shares of restricted stock vesting on November 6, 2025, 3,253 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2025, 8,682 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2025 and 9,450 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2025, each subject to the reporting person's continued employment through each applicable vesting date. Row 2 · 2024-11-06 · Tax withholding · Disposed 352 · Balance 144,108 F3: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 1,442 shares under a restricted stock award granted on November 3, 2020. F2: Includes 92,699 restricted stock units with 25% of the award vesting on each of the second and third anniversaries of February 20, 2024, and 50% of the award vesting on the fourth anniversary of February 20, 2024, 1,077 shares of restricted stock vesting on November 6, 2025, 3,253 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2025, 8,682 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2025 and 9,450 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2025, each subject to the reporting person's continued employment through each applicable vesting date. Row 3 · 2024-11-06 · Tax withholding · Disposed 263 · Balance 143,845 F4: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 1,078 shares under a restricted stock award granted on November 3, 2021. F2: Includes 92,699 restricted stock units with 25% of the award vesting on each of the second and third anniversaries of February 20, 2024, and 50% of the award vesting on the fourth anniversary of February 20, 2024, 1,077 shares of restricted stock vesting on November 6, 2025, 3,253 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2025, 8,682 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2025 and 9,450 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2025, each subject to the reporting person's continued employment through each applicable vesting date. Row 4 · 2024-11-06 · Tax withholding · Disposed 397 · Balance 143,448 F5: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 1,627 shares under a restricted stock award granted on November 3, 2022. F2: Includes 92,699 restricted stock units with 25% of the award vesting on each of the second and third anniversaries of February 20, 2024, and 50% of the award vesting on the fourth anniversary of February 20, 2024, 1,077 shares of restricted stock vesting on November 6, 2025, 3,253 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2025, 8,682 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2025 and 9,450 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2025, each subject to the reporting person's continued employment through each applicable vesting date. Row 5 · 2024-11-06 · Tax withholding · Disposed 705 · Balance 142,743 F6: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 2,894 shares under a restricted stock award granted on November 6, 2023. F2: Includes 92,699 restricted stock units with 25% of the award vesting on each of the second and third anniversaries of February 20, 2024, and 50% of the award vesting on the fourth anniversary of February 20, 2024, 1,077 shares of restricted stock vesting on November 6, 2025, 3,253 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2025, 8,682 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2025 and 9,450 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2025, each subject to the reporting person's continued employment through each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was issued an equity award of 9,450 shares of restricted stock on November 4, 2024, vesting in four substantially equal annual installments beginning on November 6, 2025, subject to the reporting person's continued employment through each applicable vesting date.
F2: Includes 92,699 restricted stock units with 25% of the award vesting on each of the second and third anniversaries of February 20, 2024, and 50% of the award vesting on the fourth anniversary of February 20, 2024, 1,077 shares of restricted stock vesting on November 6, 2025, 3,253 shares of restricted stock vesting in two substantially equal annual installments beginning on November 6, 2025, 8,682 shares of restricted stock vesting in three substantially equal annual installments beginning on November 6, 2025 and 9,450 shares of restricted stock vesting in four substantially equal annual installments beginning on November 6, 2025, each subject to the reporting person's continued employment through each applicable vesting date.
F3: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 1,442 shares under a restricted stock award granted on November 3, 2020.
F4: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 1,078 shares under a restricted stock award granted on November 3, 2021.
F5: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 1,627 shares under a restricted stock award granted on November 3, 2022.
F6: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 2,894 shares under a restricted stock award granted on November 6, 2023.
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 06, 2016 Filed Nov 9, 2016 01:24 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 147 | $15.62 | $2,296.14 |
DisclosureSEC source: 0001590976-16-000332 · wf-form4_147865467099547.xml · nonDerivative · entry 2 Anderson Ritchie L. · CIK 0001598728 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,593 F4 · kind: The shares of the Issuer's Class A Common Stock were withheld for tax withholding purposes in connection with the vesting of 536 shares in connection with a restricted stock unit award granted on November 6, 2015. F3 · balance_after: Includes 1,073 restricted stock units vesting in two substantially equal annual installments beginning on November 6, 2017 and 3,912 restricted stock units vesting in three substantially equal annual installments beginning on November 6, 2017. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 01:24 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-16-000332 · wf-form4_147865467099547.xml · nonDerivative · entry 1 Anderson Ritchie L. · CIK 0001598728 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,740 F1 · kind: The reporting person was issued an equity award of 5,000 shares of restricted stock on November 4, 2016 in consideration of services performed for the Issuer in fiscal 2016. F2 · kind: The shares of restricted stock will vest in four substantially equal annual installments beginning on November 4, 2017. F3 · balance_after: Includes 1,073 restricted stock units vesting in two substantially equal annual installments beginning on November 6, 2017 and 3,912 restricted stock units vesting in three substantially equal annual installments beginning on November 6, 2017. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 12:12 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 345 | $14.10 | $4,864.50 |
DisclosureSEC source: 0001590976-16-000253 · wf-form4_147402792734766.xml · nonDerivative · entry 4 Anderson Ritchie L. · CIK 0001598728 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,740 F5 · kind: Represents shares of the Issuer's Class A Common Stock withheld for tax withholding purposes in connection with the vesting of 1,304 performance-based restricted stock units granted on November 6, 2015 in respect of the Issuer's 2016 fiscal year. F2 · balance_after: Includes 1,609 restricted stock units vesting in three equal annual installments beginning on November 6, 2016 and 5,216 restricted stock units vesting in four equal annual installments beginning on November 6, 2016. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 12:12 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 1,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-16-000253 · wf-form4_147402792734766.xml · nonDerivative · entry 3 Anderson Ritchie L. · CIK 0001598728 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,085 F4 · kind: Represents shares of the Issuer's Class A Common Stock issued for the vesting of performance-based restricted stock units granted on November 6, 2015 in respect of the Issuer's 2016 fiscal year. F2 · balance_after: Includes 1,609 restricted stock units vesting in three equal annual installments beginning on November 6, 2016 and 5,216 restricted stock units vesting in four equal annual installments beginning on November 6, 2016. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 12:12 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | Tax withholdingClass A Common Stock | 284 | $14.10 | $4,004.40 |
DisclosureSEC source: 0001590976-16-000253 · wf-form4_147402792734766.xml · nonDerivative · entry 2 Anderson Ritchie L. · CIK 0001598728 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,781 F3 · kind: Represents shares of the Issuer's Class A Common Stock withheld for tax withholding purposes in connection with the vesting of 1,072 performance-based restricted stock units granted on November 6, 2015 in respect of the Issuer's 2015 fiscal year. F2 · balance_after: Includes 1,609 restricted stock units vesting in three equal annual installments beginning on November 6, 2016 and 5,216 restricted stock units vesting in four equal annual installments beginning on November 6, 2016. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 12:12 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 1,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-16-000253 · wf-form4_147402792734766.xml · nonDerivative · entry 1 Anderson Ritchie L. · CIK 0001598728 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,065 F1 · kind: Represents shares of the Issuer's Class A Common Stock issued for the vesting of performance-based restricted stock units granted on November 6, 2015 in respect of the Issuer's 2015 fiscal year. F2 · balance_after: Includes 1,609 restricted stock units vesting in three equal annual installments beginning on November 6, 2016 and 5,216 restricted stock units vesting in four equal annual installments beginning on November 6, 2016. The restricted stock units represent the contingent right to receive an equivalent number of shares of the Issuer's Class A Common Stock. 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.