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HZO Form 4: Shawn Berg RSU Grants and 2,412-Share Sale at $25.33

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Shawn Berg, EVP and Chief Digital Officer of MarineMax, Inc. (HZO), filed a Form 4 reporting transactions on 09/30/2025. The filing shows multiple acquisitions of restricted stock units and performance-based restricted stock units (RSUs) recorded as acquisitions (code M) and a disposition of 2,412 shares of common stock (code F) at a price of $25.33. The tables show incremental ownership updates after each transaction, culminating in 32,638 shares beneficially owned following the reported transactions. The performance-based RSUs of 4,853 shares vest on September 30, 2025 and were awarded based on performance criteria set on November 18, 2022 tied to inventory management and operations during fiscal 2023. Other RSU grants vest in three annual installments beginning on September 30, 2023, September 30, 2024, and September 30, 2025, respectively. The Form 4 is signed by an attorney-in-fact on 10/02/2025.

Positive

  • None.

Negative

  • None.
Insider Berg Shawn
Role EVP, Chief Digital Officer
Type Security Shares Price Value
Exercise Performance Based Restricted Stock Units 4,853 $0.00 --
Exercise Restricted Stock Units 1,233 $0.00 --
Exercise Restricted Stock Units 1,780 $0.00 --
Exercise Restricted Stock Unitls 2,029 $0.00 --
Exercise Common Stock 4,853 $0.00 --
Exercise Common Stock 1,233 $0.00 --
Exercise Common Stock 1,780 $0.00 --
Exercise Common Stock 2,029 $0.00 --
Tax Withholding Common Stock 2,412 $25.33 $61K
Holdings After Transaction: Performance Based Restricted Stock Units — 0 shares (Direct); Restricted Stock Units — 0 shares (Direct); Restricted Stock Unitls — 4,060 shares (Direct); Common Stock — 27,596 shares (Direct)
Footnotes (1)
  1. Each restricted stock unit represents a contingent right to receive one share of MarineMax, Inc. Common Stock. The performance-based restricted stock units vest on September 30, 2025. These units were awarded based on performance criteria established on November 18, 2022 and tied to inventory management and operations during fiscal 2023. The restricted stock units vest in three annual installments beginning on September 30, 2023. The restricted stock units vest in three annual installments beginning on September 30, 2024. The restricted stock units vest in three annual installments beginning on September 30, 2025.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4 UNITED 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).
1. Name and Address of Reporting Person*
Berg Shawn
(Last) (First) (Middle)
501 BROOKER CREEK BLVD
(Street)
OLDSMAR FL 34577
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
MARINEMAX INC [ HZO ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Chief Digital Officer
3. Date of Earliest Transaction (Month/Day/Year)
09/30/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 09/30/2025 M 4,853 A $0 27,596 D
Common Stock 09/30/2025 M 1,233 A $0 28,829 D
Common Stock 09/30/2025 M 1,780 A $0 30,609 D
Common Stock 09/30/2025 M 2,029 A $0 32,638 D
Common Stock 09/30/2025 F 2,412 D $25.33 30,226 D
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Performance Based Restricted Stock Units (1) 09/30/2025 M 4,853 (2) (2) Common Stock 4,853 $0 0 D
Restricted Stock Units (1) 09/30/2025 M 1,233 (3) (3) Common Stock 1,233 $0 0 D
Restricted Stock Units (1) 09/30/2025 M 1,780 (4) (4) Common Stock 1,780 $0 1,781 D
Restricted Stock Unitls (1) 09/30/2025 M 2,029 (5) (5) Common Stock 2,029 $0 4,060 D
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, 2025. These units were awarded based on performance criteria established on November 18, 2022 and tied to inventory management and operations during fiscal 2023.
3. The restricted stock units vest in three annual installments beginning on September 30, 2023.
4. The restricted stock units vest in three annual installments beginning on September 30, 2024.
5. The restricted stock units vest in three annual installments beginning on September 30, 2025.
Anthony E. Cassella, Jr., Attorney-in-Fact for Shawn Berg 10/02/2025
** Signature of Reporting Person Date
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.

Source: View Original Filing on SEC EDGAR

FAQ

What transactions did Shawn Berg report on Form 4 for MarineMax (HZO)?

The Form 4 reports acquisitions of multiple restricted stock units and performance-based RSUs on 09/30/2025 and a disposition of 2,412 shares of common stock (code F) at $25.33.

How many performance-based RSUs were reported and when do they vest?

The filing discloses 4,853 performance-based RSUs that vest on September 30, 2025, awarded under criteria set on November 18, 2022 tied to fiscal 2023 inventory management and operations.

What was Shawn Berg's beneficial ownership after the reported transactions?

The non-derivative table shows beneficial ownership amounts after each line, with the final listed total being 32,638 shares following the reported transactions.

At what price were shares disposed of in the reported transaction?

The Form 4 shows a disposition (code F) of 2,412 shares at a price of $25.33 per share.

Who signed the Form 4 and when was it signed?

The Form 4 was signed by Anthony E. Cassella, Jr., Attorney-in-Fact for Shawn Berg on 10/02/2025.