Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARINEMAX INCHZO · Entity 4865 | Director | June 30, 2024 | July 01, 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 June 30, 2024 · Filed July 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,310 |
Reported balance
After 2024-06-30 transaction · row 1
1 source rowRow 1 · 2024-06-30 · Grant · Acquired 641 · Balance 35,310 F1: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee.
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, 2019 Filed Oct 2, 2019 20:15 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 1,098 | $15.48 | $16,997.04 |
DisclosureSEC source: 0001209191-19-051649 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,767 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 20:41 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 1,035 | $16.44 | $17,015.40 |
DisclosureSEC source: 0001209191-19-040342 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,669 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 20:22 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 887 | $19.16 | $16,994.92 |
DisclosureSEC source: 0001209191-19-022451 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,634 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:34 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 928 | $18.31 | $16,991.68 |
DisclosureSEC source: 0001209191-19-000996 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,747 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| November 29, 2018 Filed Dec 3, 2018 22:21 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060612 · doc4.xml · derivative · entry 1 Oglesby Charles R · CIK 0001374995 · 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 21:22 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-059175 · doc4.xml · derivative · entry 2 Oglesby Charles R · CIK 0001374995 · 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 21:22 UTC | MARINEMAX INC HZO · Entity 4865 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-059175 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,819 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, 2018 Filed Oct 2, 2018 20:53 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 683 | $21.25 | $14,513.75 |
DisclosureSEC source: 0001209191-18-053238 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,819 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 17:07 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 765 | $18.95 | $14,496.75 |
DisclosureSEC source: 0001209191-18-040648 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,136 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 20:17 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 745 | $19.45 | $14,490.25 |
DisclosureSEC source: 0001209191-18-022916 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,371 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:39 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 767 | $18.90 | $14,496.30 |
DisclosureSEC source: 0001209191-18-000927 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,626 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 22:26 UTC | MARINEMAX INC HZO · Entity 4865 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061243 · doc4.xml · derivative · entry 1 Oglesby Charles R · CIK 0001374995 · 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 |
| September 30, 2017 Filed Oct 3, 2017 21:36 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 877 | $16.55 | $14,514.35 |
DisclosureSEC source: 0001209191-17-055312 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,859 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 19:22 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 742 | $19.55 | $14,506.10 |
DisclosureSEC source: 0001209191-17-042808 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,982 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:38 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 669 | $21.65 | $14,483.85 |
DisclosureSEC source: 0001209191-17-024840 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,240 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:36 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 750 | $19.35 | $14,512.50 |
DisclosureSEC source: 0001209191-17-000384 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,571 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:49 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 5,000 | $17.10 | $85,500.00 |
DisclosureSEC source: 0001209191-16-150276 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,821 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:53 UTC | MARINEMAX INC HZO · Entity 4865 | GrantCommon Stock | 572 | $20.95 | $11,983.40 |
DisclosureSEC source: 0001209191-16-143721 · doc4.xml · nonDerivative · entry 1 Oglesby Charles R · CIK 0001374995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,821 F1 · price: The shares were issued to the reporting person representing the quarterly portion of the director's annual retainer fee. 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.