Director boosts Grocery Outlet (NASDAQ: GO) stake with 125K-share buy
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Grocery Outlet Holding Corp. director Erik D. Ragatz reported an open-market purchase of 125,000 shares of Common Stock at $7.06 per share. The transaction was made indirectly through the Ragatz Revocable Trust, of which he is a trustee. Following this buy, the trust holds 651,500 shares, and Ragatz also reports additional direct and indirect holdings through a limited partnership, a 401k plan, a limited liability company, and his spouse.
Positive
- None.
Negative
- None.
Insights
Director Erik Ragatz made a sizable open-market buy via his trust.
Director Erik D. Ragatz indirectly purchased 125,000 shares of Grocery Outlet Holding Corp. common stock at $7.06 per share through the Ragatz Revocable Trust, where he serves as trustee. This is an active, discretionary open‑market transaction.
After the purchase, the trust’s reported position is 651,500 shares, alongside separate direct and indirect holdings via a limited partnership, 401k plan, LLC, and spouse. With no derivative positions disclosed and no Rule 10b5‑1 plan noted in the excerpt, this appears as a straightforward increase in equity exposure based on currently available information.
Insider Trade Summary
Net Buyer: 125,000 shares ($882,500)
Net Buy
6 txns
Insider
Ragatz Erik D.
Role
Director
Bought
125,000 shs ($883K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 125,000 | $7.06 | $883K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 651,500 shares (Indirect, By Trust);
Common Stock — 48,481 shares (Direct)
Footnotes (1)
- Reflects shares directly held by the Ragatz Revocable Trust, of which Mr. Ragatz is a Trustee. Reflects shares of Common Stock held by a limited partnership controlled by Mr. Ragatz. By 401k plan (not affiliated with the Issuer). Reflects shares of Common Stock held by a limited liability company controlled by Mr. Ragatz.
Key Figures
Open-market purchase size: 125,000 shares
Purchase price: $7.06 per share
Trust holdings after trade: 651,500 shares
+5 more
8 metrics
Open-market purchase size
125,000 shares
Common Stock bought on 2026-03-27
Purchase price
$7.06 per share
Price for 125,000-share open-market buy
Trust holdings after trade
651,500 shares
Shares held by Ragatz Revocable Trust following purchase
Direct holdings
48,481 shares
Common Stock held directly after reported transactions
Limited partnership holdings
539,785 shares
Common Stock held by limited partnership controlled by Ragatz
Spousal holdings
5,200 shares
Common Stock held indirectly by spouse
401k plan holdings
38,000 shares
Common Stock held indirectly by 401k plan
LLC holdings
19,000 shares
Common Stock held by limited liability company
Key Terms
open-market purchase, indirect ownership, Revocable Trust, limited partnership, +2 more
6 terms
open-market purchase financial
"reported an open-market purchase of 125,000 shares of Common Stock at $7.06"
An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.
indirect ownership financial
"The transaction was made indirectly through the Ragatz Revocable Trust"
Revocable Trust financial
"through the Ragatz Revocable Trust, of which he is a trustee"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
limited partnership financial
"held by a limited partnership controlled by Mr. Ragatz"
A limited partnership is a legal business structure with two types of partners: at least one general partner who runs the business and bears full legal responsibility, and one or more limited partners who contribute money, share profits, and have liability capped at their investment. For investors, it matters because it separates control from financial exposure — like putting money into a store without managing it — and affects how returns, risks, taxes and transferability of ownership are handled.
401k plan financial
"By 401k plan (not affiliated with the Issuer)"
limited liability company financial
"held by a limited liability company controlled by Mr. Ragatz"
A limited liability company (LLC) is a business structure that separates the owners’ personal assets from the company’s debts and legal obligations, like a protective shield that keeps personal savings and property distinct from business risk. For investors, that protection reduces personal financial exposure and often brings flexible rules for profit sharing and taxes, but it can also affect how easily interests are bought or sold and how decisions are made.
FAQ
What did Erik Ragatz do in the latest Form 4 for Grocery Outlet (GO)?
Director Erik D. Ragatz indirectly bought 125,000 shares of Grocery Outlet common stock in an open-market transaction at $7.06 per share, increasing the Ragatz Revocable Trust’s reported holdings to 651,500 shares while maintaining additional direct and indirect positions.
Is the Grocery Outlet (GO) director’s purchase a direct or indirect holding?
The 125,000-share purchase is an indirect holding. It was made through the Ragatz Revocable Trust, where Erik D. Ragatz serves as trustee. He also reports other direct and indirect holdings, including shares via a limited partnership, a 401k plan, an LLC, and his spouse.
Does Erik Ragatz have other reported Grocery Outlet (GO) holdings besides the trust?
Yes. In addition to 651,500 shares held by the Ragatz Revocable Trust, Erik D. Ragatz reports direct ownership of 48,481 shares and several indirect positions, including shares held by a limited partnership, a 401k plan, a limited liability company, and his spouse.
Grocery Outlet Holding