STOCK TITAN

MarineMax EVP Berg converts 7,010 performance shares

The EVP, Chief Digital Officer’s reported activity pairs scheduled RSU conversions with 3,343 shares delivered or withheld at a reported $52.30 per share.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
4

Rhea-AI Filing Summary

MarineMax Inc. (HZO) EVP, Chief Digital Officer Shawn Berg reported RSU conversions into common stock on September 30, 2026. The transactions covered 7,010 performance-based RSUs and restricted stock unit amounts of 1,781, 2,029 and 2,902 shares, with corresponding common-stock acquisitions. Berg also reported 3,343 shares delivered or withheld for payment of exercise price or tax liability, at a reported $52.30 per share.

Insider Berg Shawn
Role EVP, Chief Digital Officer
Type Security Shares Price Value
Exercise Performance Based Restricted Stock Units F1, F2 7,010 $0.00 $0.00
Exercise Restricted Stock Units F1, F3 1,781 $0.00 $0.00
Exercise Restricted Stock Units F1, F4 2,029 $0.00 $0.00
Exercise Restricted Stock Units F1, F5 2,902 $0.00 $0.00
Exercise Common Stock 7,010 $0.00 $0.00
Exercise Common Stock 1,781 $0.00 $0.00
Exercise Common Stock 2,029 $0.00 $0.00
Exercise Common Stock 2,902 $0.00 $0.00
Exercise Price or Tax Liability Common Stock 3,343 $52.30 $175K
Holdings After Transaction: Performance Based Restricted Stock Units — 0 contracts (Direct); Restricted Stock Units — 7,836 contracts (Direct); Common Stock — 40,605 shares (Direct)
Footnotes (5)
  1. F1. Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock.
  2. F2. The performance-based restricted stock units vest on September 30, 2026. These units were awarded based on performance criteria established on November 17, 2023 and tied to inventory management and operations during fiscal 2024.
  3. F3. The restricted stock units vest in three annual installments beginning on September 30, 2024.
  4. F4. The restricted stock units vest in three annual installments beginning on September 30, 2025.
  5. F5. The restricted stock units vest in three annual installments beginning on September 30, 2026.
Performance-based RSUs converted 7,010 shares Vested September 30, 2026
Restricted stock units converted 1,781 shares Three annual installments beginning September 30, 2024
Restricted stock units converted 2,029 shares Three annual installments beginning September 30, 2025
Restricted stock units converted 2,902 shares Three annual installments beginning September 30, 2026
Shares delivered or withheld 3,343 shares Payment of exercise price or tax liability on September 30, 2026
Reported price per share $52.30 per share 3,343 shares delivered or withheld on September 30, 2026
Performance Based Restricted Stock Units financial
"Performance-based restricted stock units vest on September 30, 2026"
Performance-based restricted stock units are a form of employee pay where shares are promised but only delivered if the company meets specific performance targets over time. Like a trophy awarded to a team after hitting certain goals, they align employee incentives with business results and can affect future share counts and earnings—so investors watch them for signals about management’s motivation, potential dilution, and the likelihood of meeting growth or profit targets.
contingent right financial
"contingent right to receive one share of MarineMax, Inc. Common Stock"
annual installments financial
"vest in three annual installments beginning on September 30, 2024"
performance criteria financial
"awarded based on performance criteria established on November 17, 2023"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many HZO shares did Shawn Berg receive from RSUs?

On September 30, 2026, MarineMax Inc. EVP, Chief Digital Officer Shawn Berg reported common-stock acquisitions corresponding to 7,010 performance-based RSUs and restricted stock unit tranches of 1,781, 2,029 and 2,902 shares.

How many HZO shares did Shawn Berg deliver or withhold?

On September 30, 2026, Shawn Berg reported 3,343 common shares delivered or withheld for payment of exercise price or tax liability, at a reported $52.30 per share.

What were the vesting schedules for Shawn Berg’s HZO restricted stock units?

The 7,010 performance-based units vested September 30, 2026 under criteria established November 17, 2023 and tied to inventory management and operations during fiscal 2024. The 1,781, 2,029 and 2,902 restricted stock units vest in three annual installments beginning September 30, 2024, September 30, 2025 and September 30, 2026, respectively.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Berg Shawn

(Last)(First)(Middle)
501 BROOKER CREEK BLVD

(Street)
OLDSMAR FLORIDA 34577

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
MARINEMAX INC [ HZO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP, Chief Digital Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/30/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock09/30/2026M7,010A$037,236D
Common Stock09/30/2026M1,781A$039,017D
Common Stock09/30/2026M2,029A$041,046D
Common Stock09/30/2026M2,902A$043,948D
Common Stock09/30/2026F3,343D$52.340,605D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Performance Based Restricted Stock Units(1)09/30/2026M7,010 (2) (2)Common Stock7,010$00D
Restricted Stock Units(1)09/30/2026M1,781 (3) (3)Common Stock1,781$00D
Restricted Stock Units(1)09/30/2026M2,029 (4) (4)Common Stock2,029$02,031D
Restricted Stock Units(1)09/30/2026M2,902 (5) (5)Common Stock2,902$05,805D
Explanation of Responses:
1. Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock.
2. The performance-based restricted stock units vest on September 30, 2026. These units were awarded based on performance criteria established on November 17, 2023 and tied to inventory management and operations during fiscal 2024.
3. The restricted stock units vest in three annual installments beginning on September 30, 2024.
4. The restricted stock units vest in three annual installments beginning on September 30, 2025.
5. The restricted stock units vest in three annual installments beginning on September 30, 2026.
Anthony E. Cassella, Jr., Attorney-in-Fact for Shawn Berg10/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Keep reading