Welcome to our dedicated page for Grocery Outlet Holding SEC filings (Ticker: GO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Grocery Outlet Holding Corp. (NASDAQ: GO) SEC filings page provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Delaware corporation operating a network of extreme value grocery stores, Grocery Outlet uses these filings to report financial results, governance changes and other material information to investors and regulators.
Among the key documents available are Form 10-K annual reports and Form 10-Q quarterly reports, which contain detailed discussions of net sales, comparable store sales, gross margin, selling, general and administrative expenses, operating income, net income and other financial metrics. These reports also describe the company’s supermarket-focused retail model, store base and strategic initiatives, including restructuring actions and store refresh programs referenced in its earnings releases.
Investors can also review Form 8-K current reports, where Grocery Outlet discloses material events such as quarterly and year-to-date financial results, updates to its outlook, restructuring plans, board and executive appointments and other significant developments. For example, recent 8-K filings have furnished earnings press releases, provided updates on comparable store sales and diluted adjusted earnings per share guidance, and documented changes to the board of directors and committee assignments.
This page also surfaces information related to non-GAAP financial measures described in the company’s filings, including adjusted EBITDA, adjusted net income and diluted adjusted earnings per share. The company explains in its disclosures how management and the board use these measures as supplemental tools to evaluate performance and liquidity, and provides definitions and reconciliations to comparable GAAP metrics.
With real-time updates from EDGAR and AI-powered summaries, users can quickly understand the key points from lengthy filings, locate quarterly and annual reports, and identify material events reported on Form 8-K without reading every line of each document.
Grocery Outlet Holding Corp. director Erik D. Ragatz reported open-market insider purchases of the company’s Common Stock through a trust. On March 16, the Ragatz Revocable Trust bought 100,000 shares at $6.09 per share. On March 17, the trust bought an additional 16,003 shares at $5.85 per share, bringing its reported indirect holdings to 442,503 shares.
The filing also lists other positions associated with Ragatz, including 48,481 shares held directly, 5,200 shares held by his spouse, 38,000 shares in a 401(k) plan, 539,785 shares in a limited partnership controlled by him, and 19,000 shares in a limited liability company he controls.
Bortner Andrea Renee reported open-market sale transactions in this Form 4 filing.
Grocery Outlet Holding Corp. executive Andrea Renee Bortner reported a small share disposition linked to tax obligations, not a discretionary trade. She disposed of 3,705 shares of common stock on March 16, 2026 at $6.06 per share to satisfy tax withholding on vested performance stock units.
After this transaction, she directly holds 79,138 common shares. In addition, a trust associated with her, the Bortner Family Trust, holds 44,468 shares, where she is a trustee. The filing shows a routine, tax-driven adjustment representing a minor portion of her overall holdings.
Grocery Outlet Holding Corp. executive Luke D. Thompson, EVP, GC and Secretary, reported selling 3,425 shares of common stock at $6.06 per share. According to the footnote, the shares were sold to satisfy his tax withholding obligation upon vesting of previously granted performance stock units. After this transaction, he directly holds 92,813 shares of common stock.
Grocery Outlet Holding Corp. reported that EVP and Chief Purchasing Officer Steven K. Wilson sold 4,721 shares of common stock on March 16, 2026 at $6.06 per share. According to the disclosure, the sale was made to satisfy tax withholding obligations upon vesting of previously granted performance stock units.
After this transaction, Wilson directly holds 120,171 shares of Grocery Outlet common stock.
Potter Jason J. N. reported acquisition or exercise transactions in this Form 4 filing.
Grocery Outlet Holding Corp. reported that President and CEO Jason J. N. Potter received new equity awards on March 12, 2026. He was granted 187,174 restricted stock units, each convertible into one share of common stock, vesting in three equal installments on March 1 of 2027, 2028 and 2029, subject to continued service.
He also received 280,761 performance stock units, each representing one share of common stock if earned. These performance-based RSUs are tied to specified share price goals over a three-year performance period ending on the last day of fiscal year 2028, with a potential payout range of 0–200% of the reported amount, contingent on goal achievement, continued employment and later certification by the compensation committee.
Bortner Andrea Renee reported acquisition or exercise transactions in this Form 4 filing.
Grocery Outlet Holding Corp. executive Andrea Renee Bortner reported equity awards that increase her ownership stake. She received 42,956 restricted stock units and a separate 21,479-unit RSU grant, each convertible into one share of common stock and vesting in three equal installments on March 1 of 2027, 2028 and 2029, contingent on continued service. She also received performance stock unit awards covering 64,433 and 32,218 shares of common stock. These PSUs can pay out between 0% and 200% of the reported amounts based on share price goals over a three-year performance period ending on the last day of fiscal 2028, with vesting after the Compensation Committee certifies results. Following these grants, she directly holds 82,843 shares of common stock, and an additional 44,468 shares are held indirectly through the Bortner Family Trust, where she serves as trustee.
MILLER CHRISTOPHER M reported acquisition or exercise transactions in this Form 4 filing.
Grocery Outlet Holding Corp. reported that EVP and Chief Financial Officer Christopher M. Miller received new equity awards. He was granted 49,022 restricted stock units, each convertible into one share of common stock, vesting in three equal installments on March 1 of 2027, 2028 and 2029, contingent on continued service.
Miller also received 73,533 performance stock units, with each unit tied to one share of common stock. These performance-based RSUs can pay out between 0% and 200% of the reported amount based on specified share price goals over a three-year performance period ending on the last day of fiscal year 2028, subject to certification by the compensation committee and his continued employment.
Thompson Luke D reported acquisition or exercise transactions in this Form 4 filing.
Grocery Outlet Holding Corp. reported that EVP, GC and Secretary Luke D. Thompson received new equity awards. On March 12, 2026, he was granted 40,475 restricted stock units and 20,240 restricted stock units, each RSU entitling him to one share of common stock.
The RSUs vest in three equal installments on March 1 of 2027, 2028 and 2029, conditioned on a full year of service before each vesting date. He also received performance stock units covering 60,712 and 30,359 underlying shares. These PSUs can pay out 0–200% of the reported amounts based on share price goals over a three-year period ending with fiscal year 2028, and vest after Compensation Committee certification, subject to continued employment. Following the common stock awards, he directly holds 96,238 shares.
Grocery Outlet Holding Corp. reported that executive Matthew Patrick Delly received new equity awards. He was granted 43,494 restricted stock units that convert into an equal number of common shares, vesting in three equal installments on March 1 of 2027, 2028 and 2029, contingent on continued service.
Delly also received 65,241 performance stock units, each tied to one share of common stock. These performance-based RSUs can pay out between 0% and 200% of the reported amount, depending on share price performance over a three-year period ending at the close of fiscal year 2028 and subject to board compensation committee certification and continued employment.
Grocery Outlet Holding Corp. reported that executive Frank Michael Kerr received equity awards on March 12, 2026. He was granted 43,805 restricted stock units, which convert into the same number of common shares in three equal installments on March 1 of 2027, 2028 and 2029, contingent on continued service. He also received 65,707 performance stock units tied to share price goals over a three-year period ending with fiscal 2028, with a possible payout of 0–200% of the reported amount based on performance and continued employment.