Welcome to our dedicated page for Boston Beer SEC filings (Ticker: SAM), 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.
The Boston Beer Company, Inc. (NYSE: SAM) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations as a U.S. craft brewer and "beyond beer" beverage manufacturer. As a Massachusetts-incorporated issuer with shares listed on the New York Stock Exchange, Boston Beer reports under the Securities Exchange Act of 1934 and the Securities Act of 1933.
On this page, you can review Boston Beer’s Form 10-K annual reports and Form 10-Q quarterly reports, which describe its business of brewing Samuel Adams beer and producing hard cider, hard seltzer, hard tea, vodka iced tea, and related beverages under brands such as Angry Orchard, Dogfish Head, Samuel Adams, Sun Cruiser, Truly Hard Seltzer, and Twisted Tea Hard Iced Tea. These filings typically cover segment performance, risk factors, supply chain initiatives, and financial statements.
Boston Beer also submits Form 8-K current reports to disclose material events. Recent 8-Ks have addressed quarterly earnings releases, CEO transitions, the appointment of a Chief Operating Officer, changes in the Chief People Officer role, executive equity awards, and the adoption of Rule 10b5-1 share repurchase plans. These documents provide timely detail on leadership changes, compensation arrangements, and capital allocation decisions.
Investors interested in ownership and governance can monitor proxy materials and, where applicable, Section 16 filings such as Form 4 reports that disclose transactions in Boston Beer’s Class A Common Stock by directors and executive officers. Together, these filings outline how the company’s leadership is incentivized and how insiders transact in SAM shares.
Stock Titan enhances access to these documents with AI-powered summaries that highlight key points from lengthy reports, including revenue trends, gross margin commentary, and guidance ranges referenced in earnings-related 8-Ks. Real-time updates from EDGAR ensure that new Boston Beer filings appear promptly, while AI-generated overviews help readers quickly understand the implications of each 10-K, 10-Q, 8-K, or Form 4 without reading every page.
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC report beneficial ownership of 440,224 shares of Boston Beer Company Class A common stock, representing 5.12% of the class. Both entities have shared power to vote and dispose of all these shares, with no sole voting or dispositive power.
The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Boston Beer, nor in connection with any transaction intended to have that effect.
C. James Koch, Chairman and Founder of The Boston Beer Company, Inc., reports beneficial ownership of 2,271,472 shares of Class A Common Stock, representing 21.62% of the class as of 12/31/2025.
This total includes 2,068,000 shares of Class B Common Stock, which are immediately convertible into Class A shares at his election. He has sole voting power over 2,235,692 shares and sole dispositive power over 2,084,283 shares, with no shared voting or dispositive power reported. Koch certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the company, other than activities related solely to a nomination under Rule 240.14a-11.
The Boston Beer Company disclosed a leadership change and related separation terms for its Chief Marketing Officer. The company and Lesya Lysyj agreed she will step down as CMO effective March 6, 2026, and remain in an advisory role through September 30, 2026. On February 10, 2026, they executed a Separation Agreement covering her transition.
In exchange for a general release of claims and reaffirmation of confidentiality, non-compete, and non-solicitation obligations, Boston Beer will pay severance equal to 13 weeks of salary based on her current rate of $21,607.49 per bi-weekly pay period, in six equal installments plus one installment of $10,803.75. She will also receive her 2025 cash bonus, subject to approval by the Board’s Compensation Committee, in a lump-sum payment in March 2026. The company will pay or reimburse up to $45,000 for mutually agreed third-party training and/or legal fees and continue paying its portion of her medical, vision, and dental premiums through September 30, 2026, and, if she elects COBRA, through December 31, 2026.
The Vanguard Group filed an amended Schedule 13G/A reporting passive ownership of Boston Beer Co Inc/The common stock. Vanguard reports beneficial ownership of 1,039,184 shares, representing 12.09% of the outstanding common stock, with shared voting power over 58,507 shares and shared dispositive power over all 1,039,184 shares.
The filing notes that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries or business divisions that have or are deemed to have beneficial ownership will report holdings separately, although they continue to pursue the same investment strategies as before. Vanguard certifies the shares are held in the ordinary course of business and not to change or influence control of Boston Beer.
Boston Beer Company executive Laura J. Boynton, the Chief People Officer, reported her initial ownership position in the company’s Class A Common stock. As of the reporting date, she beneficially owns 1,286 shares of Class A Common, held directly.
The filing notes that all 1,286 shares are restricted stock subject to vesting conditions, meaning the shares are tied to employment or performance requirements over time. This Form 3 establishes Boynton’s baseline equity stake as an officer of Boston Beer Company, whose shares trade under the ticker SAM.
Boston Beer Co. (SAM): AQR Capital Management, LLC and AQR Capital Management Holdings, LLC reported beneficial ownership of 647,060 shares of Class A Common Stock, representing 7.34% of the class.
The firms report shared voting and dispositive power over these shares and no sole voting or dispositive power. The event date is 09/30/2025. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
The Boston Beer Company (SAM) adopted a Rule 10b5-1 share repurchase plan. The plan authorizes the repurchase of up to $25 million of Class A Common Stock during the window commencing December 29, 2025 and ending March 27, 2026.
A 10b5-1 plan pre-sets trading instructions so purchases can occur on a scheduled basis, independent of day-to-day management decisions. The announcement outlines a maximum dollar amount and specific dates; actual repurchases will occur pursuant to the plan’s preset parameters.
Boston Beer (SAM) received a Form 144 notice indicating a planned sale of up to 3,120 shares of its common stock. The filing lists an aggregate market value of $642,042.65, an approximate sale date of 11/04/2025, and execution on the NYSE through Morgan Stanley Smith Barney LLC Executive Financial Services.
The shares were acquired via a stock option exercise on 11/04/2025 for cash. Shares outstanding are listed as 8,590,368.
Boston Beer Company (SAM) director reported insider transactions on 11/04/2025. The filing shows an option exercise and related open‑market sales.
The director exercised a stock option for 3,120 Class A shares at an exercise price of $157.58 and sold 1,152 shares at a weighted average price of $205.15 and 1,968 shares at a weighted average price of $206.15. Following these transactions, direct beneficial ownership was 10,877 shares. The reported holdings include 10,673 shares of restricted stock that are subject to vesting conditions.
Boston Beer Company (SAM) reported an insider equity grant for its Chief Operating Officer. On 10/28/2025, the officer acquired 13,186 Class A shares via time-based RSUs at $0.00, bringing direct beneficial ownership to 46,888 shares. The RSUs vest in three tranches on January 1 of 2026–2028. The filing also shows a grant of 88,268 stock options with a $227.52 exercise price, vesting in three tranches on January 1 of 2026–2028 and expiring on 10/27/2035. The owned total includes 38,584 restricted shares subject to vesting.
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