Grocery Outlet (GO) officer award and tax-related share sale
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Grocery Outlet Holding Corp. officer Andrea Renee Bortner reported equity compensation and a related share sale. On March 6, 2026, she acquired 10,286 shares of Common Stock at $0.00 per share as fully vested shares delivered after performance stock units granted on March 2, 2023 met their performance conditions. On March 9, 2026, she executed an open-market sale of 4,053 shares of Common Stock at $5.84 per share to satisfy tax withholding obligations upon vesting of previously granted RSUs, according to the footnotes. Following these transactions, she holds 20,038 shares directly and 44,468 shares indirectly through the Bortner Family Trust, of which she is a trustee.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 4,053 shares ($23,670)
Net Sell
3 txns
Insider
Bortner Andrea Renee
Role
See Remarks
Sold
4,053 shs ($24K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 4,053 | $5.84 | $24K |
| Grant/Award | Common Stock | 10,286 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 20,038 shares (Direct);
Common Stock — 44,468 shares (Indirect, By Trust)
Footnotes (1)
- Represents fully vested shares of the Issuer's Common Stock acquired by the reporting person upon certification by the Issuer's Compensation Committee that certain performance-based vesting conditions had been satisfied with respect to performance stock units ("PSUs") granted to the reporting person on March 2, 2023. These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of RSUs previously granted. Reflects shares directly held by the Bortner Family Trust of which Ms. Bortner is a Trustee.
FAQ
What insider transactions did Andrea Renee Bortner report at Grocery Outlet (GO)?
Andrea Renee Bortner reported a stock award and a small sale. She received 10,286 fully vested Common Stock shares and sold 4,053 shares in the open market, primarily linked to equity compensation and tax obligations.
What stock award did Bortner receive from Grocery Outlet (GO)?
She acquired 10,286 fully vested shares of Common Stock at $0.00 per share. These shares were delivered after the compensation committee certified that performance conditions for performance stock units granted on March 2, 2023 had been satisfied.
How are Bortner’s indirect Grocery Outlet (GO) holdings structured?
Her indirect holdings consist of 44,468 shares held by the Bortner Family Trust. The filing notes that she is a trustee of this trust, which means those shares are attributed to her as indirect beneficial ownership under SEC reporting rules.