C. James Koch - 31 Oct 2023 Form 4 Insider Report for BOSTON BEER CO INC (SAM)

Reporting relationship: Chairman, Director, 10%+ Owner
Issuer ticker: SAM
Reported as of: 31 Oct 2023
Net transaction value: +$517,431
SEC form: 4
Accepted by SEC: 01 Nov 2023, 10:38:56 UTC
Prior SEC filing: 26 May 2023
Next SEC filing: 24 May 2024
Source filing: View source filing
Reporting owner signature: Michael G. Andrews under POA for the benefit of Koch C. James

Key filing fact

C. James Koch filed Form 4 for BOSTON BEER CO INC (SAM) on 01 Nov 2023.

Key facts

This page summarizes C. James Koch's Form 4 filing for BOSTON BEER CO INC (SAM).
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 01 Nov 2023, 10:38.

Change

Previous filing in this sequence was filed on 26 May 2023.
Current net transaction value: +$517,431.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SAM transaction

Class A Common

Options Exercise

Transaction value: $517,431
Shares: +2,140
Change %: +21%
Price: $241.79
Shares after: 12,227
Date: 31 Oct 2023
Ownership: Direct

SAM holding

Class A Common

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 122,923
Date: 31 Oct 2023
Ownership: By Foundation managed by Reporting Person

SAM holding

Class A Common

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 33,248
Date: 31 Oct 2023
Ownership: By LLC managed by spouse

SAM holding

Class A Common

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 23,486
Date: 31 Oct 2023
Ownership: Custodian for children under UGTMA

SAM holding

Class A Common

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 5,000
Date: 31 Oct 2023
Ownership: By Trust as Trustee

SAM holding

Class A Common

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 3,656
Date: 31 Oct 2023
Ownership: By adult children. Reporting Person disclaims beneficial ownership

SAM holding

Class A Common

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 2,532
Date: 31 Oct 2023
Ownership: By spouse in trust for children

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SAM transaction Derivative

1-1-2014 Option Agreement

Options Exercise

Transaction value: $0
Shares: -2,140
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 31 Oct 2023
Ownership: Direct
Underlying class: Class A Common
Underlying amount: 2,140
Exercise price: $241.79
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

The option vested in four annual installments: the first on March 1, 2015 and the final vesting on January 1, 2019.

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