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.
Grocery Outlet Holding Corp. filings document the reporting obligations of a Delaware public grocery retailer, including results of operations, financial condition, Regulation FD updates and annual proxy governance matters. The filings cover board composition, director independence, executive compensation, equity awards and annual meeting proposals.
Material-event reports also record leadership appointments and departures, business optimization disclosures, costs associated with exit or disposal activities, lease and operator-agreement matters, and furnished earnings releases. These documents frame Grocery Outlet’s public-company governance, operating disclosures and risk-related updates around its independently operated store model.
The Vanguard Group filed Amendment No. 6 to a Schedule 13G/A reporting 0 shares and 0% beneficial ownership of Grocery Outlet Holding Corp common stock. The filing states an internal realignment effective January 12, 2026, led to disaggregated reporting by subsidiaries in reliance on SEC Release No. 34-39538.
The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026. The filing lists no voting or dispositive power over the reported shares.
Grocery Outlet Holding Corp. President and CEO Jason J. N. Potter reported open-market purchases of a total of 112,808 shares of Common Stock. He bought 110,252 shares at a weighted average price of $6.35 on March 23 and 2,556 shares at a weighted average price of $6.68 on March 24. Following these transactions, he directly owns 687,174 shares. The prices reflect multiple trades within narrow ranges on each day, as detailed in the footnotes.
Grocery Outlet Holding Corp. President and CEO Jason J. N. Potter reported an open-market purchase of 286,097 shares of common stock. He bought the shares at $5.90 per share, bringing his directly owned stake to 574,366 shares after the transaction.
Grocery Outlet Holding Corp. director Erik D. Ragatz reported indirect open-market purchases of Common Stock through the Ragatz Revocable Trust. The trust bought 50,000 shares at $5.75 per share on March 19, 2026 and 33,997 shares at $5.85 per share on March 18, 2026, totaling 83,997 shares. Following these transactions, the trust held 526,500 shares. Additional reported holdings include 48,481 shares held directly, and indirect positions held through a spouse, a limited partnership, a limited liability company, and a 401k plan.
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.