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.
Barrel costs rise, hop varieties change, and Boston Beer Company’s expanding portfolio—from Samuel Adams lagers to Truly hard seltzer—makes every disclosure worth a close read. Each filing uncovers how new flavors, seasonal demand, and founder Jim Koch’s ownership moves shape performance, turning regulatory data into a real-time narrative of craft-beer leadership.
Here you’ll find every Boston Beer document in one place, from the annual report 10-K that details barrel volume and contract-brewing margins to the Boston Beer Company quarterly earnings report 10-Q filing that tracks Truly’s market share. Stock Titan’s AI powers the experience, delivering “Boston Beer Company SEC filings explained simply” in clear language. Looking for “Boston Beer Company 8-K material events explained” after a flavor recall, or the full “Boston Beer Company proxy statement executive compensation” without sifting through tables? Our summaries surface the essentials, fast.
Use the “Boston Beer Company Form 4 insider transactions real-time” feed to spot “Boston Beer Company executive stock transactions Form 4” before key launch dates. Track “Boston Beer Company insider trading Form 4 transactions” that may signal confidence in new product lines. Pair those insights with “Boston Beer Company earnings report filing analysis” and deepen your research by “understanding Boston Beer Company SEC documents with AI.” Every filing posts within moments of hitting EDGAR, complete with AI-generated highlights, searchable financial tables, and cross-linked definitions—so you can decide whether the next hazy IPA or hard seltzer release will move the needle.
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.
The Boston Beer Company (SAM) announced leadership changes in its people organization. Carolyn L. O’Boyle will step down as Chief People Officer after more than five years, remaining through November 7, 2025 to support an orderly transition. The company stated her departure is not related to any disagreement regarding operations, policies, or practices.
On October 29, 2025, the Board appointed Laura J. Boynton as Chief People Officer. Boynton has held human resources roles at the company since 2001, most recently serving as Sr. Director of HR Business Partners since August 2024. She will oversee people and culture initiatives and report to CEO C. James Koch and COO Philip A. Hodges. The company noted there is no arrangement or understanding behind her appointment, no family relationships with directors or executive officers, and no related-party transactions requiring disclosure.
Boston Beer Company (SAM) — Form 3 initial ownership: Chief Supply Chain Officer Philip E. Savastano reported beneficial ownership of 2,137 shares of Class A Common Stock, held directly.
The filing notes these 2,137 shares are restricted stock subject to vesting conditions. The event date is 10/20/2025.
Boston Beer Company (SAM) reported Q3 results with net revenue of $537.5 million, down 11.2% as shipments fell 13.7% to 1.936 million barrels. Pricing and mix lifted net revenue per barrel 2.8% to $277.63, while cost of goods sold per barrel declined 5.8%, expanding gross profit per barrel to $141.07. Operating income rose to $62.0 million.
Net income was $46.2 million (diluted EPS $4.25) versus $33.5 million a year ago. Year-to-date, net income reached $131.0 million. Operating cash flow was $230.2 million for the first nine months, and cash and cash equivalents were $250.5 million. The company repurchased $50 million of Class A shares in Q3 ($149.2 million year-to-date) and had $278 million remaining under its $1.6 billion authorization. No borrowings were outstanding on the $150 million revolver.
Management increased brand media and local marketing spend, lifting advertising and selling costs. The company amended long‑term third‑party production agreements and recorded $7.5 million of shortfall fees year-to-date; it anticipates approximately $31 million of future shortfall fees, including $14 million in the remainder of 2025. Effective August 15, 2025, Jim Koch became CEO and is forgoing salary and bonus. A supplier dispute remains pending.
The Boston Beer Company (SAM) furnished financial information for the third quarter of 2025 on October 23, 2025 through an earnings release attached as Exhibit 99 to a Form 8-K.
The company stated this information is being furnished, not filed, and therefore is not subject to Section 18 liability of the Exchange Act nor incorporated by reference unless expressly stated. The filing also includes the Cover Page Interactive Data File (Exhibit 104). The 8-K was signed by CFO Diego Reynoso.
The Boston Beer Company (SAM) filed an 8-K/A announcing immediate leadership changes and updating a prior report. Philip A. Hodges was named Chief Operating Officer, expanding from supply chain to oversee day-to-day operations and margin initiatives, reporting to President and CEO C. James Koch. The amendment also corrects the earliest event date tied to Board approval and clarifies Mr. Hodges’ prior roles.
Mr. Hodges’ Offer Letter (effective October 20, 2025) includes an annual base salary of $800,000 and a bonus target equal to 100% of base salary at the 100% payout level under 2025 Company Goals, prorated for 2025. In lieu of annual long-term equity, he will receive a one-time stock option valued at approximately $9,000,000 and an RSU award valued at approximately $3,000,000, both granted on October 28, 2025, with one-third vesting on January 1 of 2026, 2027, and 2028. The option’s exercise price equals the prior day’s closing price and expires on October 27, 2035 or three years after employment ends, whichever is earlier. Certain partial accelerations apply if his O-1 Visa is revoked without his fault or upon a qualifying Change in Control. Philip E. Savastano was promoted to Chief Supply Chain Officer.
Boston Beer (SAM) announced immediate leadership changes. Philip A. Hodges was named Chief Operating Officer, expanding from supply chain to oversee day-to-day operations across functions and report to Chairman, President & CEO C. James Koch. The Board approved his terms on October 16, 2025, and his Offer Letter is effective October 20, 2025.
Hodges’ annual base salary is $800,000, with a bonus target equal to 100% of base at the 100% payout level under 2025 Company Goals. In lieu of annual long‑term equity, he will receive two one-time awards granted October 28, 2025: stock options valued at approximately $9,000,000 at a per‑share exercise price set by the prior day’s closing price, and RSUs valued at approximately $3,000,000. Both awards vest one‑third on January 1 of 2026, 2027, and 2028. Awards include partial accelerated vesting if his O‑1 Visa is revoked without his actions and employment ends, or upon a Change in Control that eliminates the COO role without cause. Philip E. Savastano was promoted to Chief Supply Chain Officer, reporting to Hodges.
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