Boston Beer Company(SAM)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

SAM iron condor setups SAM expected move SAM IV rank history SAM Fibonacci levels SAM insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

SAM $171.57 —
Snapshot
$171.57
52-Week Range
$158.68 – $264.46
YTD
-14.15%
IV Rank (30D)
14.96
Straddle Price
$13.15
P/C Vol Ratio
0.77
Market Cap
$1.8B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.01%
Beta vs SPY0.85
Cost of Equity (CAPM)9.24% (VRP-adj)
WACC9.27%
Volatility Risk Premium+18.4pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+13.1%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)-9.8%
Book / Price39.1% — banking bias active (P/B is primary)
Gross Margin (TTM)53.5%
FCF Margin (TTM)9.7%
Debt / Equity0.00
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth-9.3% (reverse-DCF on current price)
SMA 50$178.83 (Market Anchor value)
SMA 20 / Bollinger Mid$175.40
Bollinger Width / SMA2010.3% (drives anchor stability)
Net Debt$-0.3B
Market Cap$2B
Peers used for multiples: ADM, DAR, KDP, POST, PPC, SFD (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
29%
20-Day Fair Value
≈ by Oct 20, 2026
$168.18
α -2.0% rank 57%
40-Day Fair Value
≈ by Nov 18, 2026
$180.99
α +5.5% rank 73%
60-Day Fair Value
≈ by Dec 17, 2026
$176.86
α +3.1% rank 65%
MethodImplied PriceWeightDetail
DCF $567.36 20%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 15.2× · 6 peers
Peer EV/EBITDA $227.12 6% median 10.2× · 6 peers
Peer P/B $117.78 8% median 1.8× · 6 peers
Peer P/S $111.42 8% median 0.5× · 6 peers
Market Anchor (SMA50) $178.83 39% stability 98% (BB-width)
Options Expected (B-L 30d) $170.04 20% 23 strikes · skew -1.03
As of 2026-09-21 · updated
Info
Industry (SIC)
MALT BEVERAGES (2082)
Exchange
XNYS
Market Cap
$1.8B

Boston Beer is a top player in high-end malt beverages and adjacent categories in the US, with strong positions in craft beer, flavored malt beverages, hard cider, and hard seltzer. The bulk of volume and revenue is concentrated in four brands: Samuel Adams, Angry Orchard, Twisted Tea, and Truly. Beverages are produced using a hybrid model leveraging both in-house capacities and third-party breweries through contract arrangements. While the firm is required to use distributors to reach end markets, including retailers and on-premises operators, it also employs 500 internal sales representative…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan -2.35% 23
Feb -0.11% 23
Mar +2.75% 23
Apr +2.46% 23
May +0.92% 23
Jun +2.34% 23
Jul +4.56% 23
Aug +1.19% 23
Sep +0.34% 24
Oct +3.89% 23
Nov -0.35% 23
Dec +1.59% 23
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $175.40
SMA 50: $178.83
SMA 200: $202.34
Current: $171.57
EMA 12: $172.05
EMA 26: $175.19
MACD: -3.1435 | Signal: 0.0125
BEARISH
ADX (14): 16.45
RANGE
+DI: 17.79
−DI: 24.15

Momentum Oscillators

RSI (14): 44.39
NEUTRAL
Stoch %K: 46.52
Stoch %D: 41.73
Williams %R: -46.27

Volume & Volatility

BB Upper: $191.31
BB Lower: $159.50
NEUTRAL
OBV: -2,402,384
Vol SMA 20: 254,537
Vol ROC: 848.70%
ATR: $6.15
True Range: $5.76
HV 20: 30.5%
HV 30: 33.0%
HV 60: 39.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-20T00:00:00 – 2026-09-18T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers: Technical indicators suggest a neutral market, while news sentiment is mixed.

Primary Risks: Volatility contraction may lead to consolidation or correction; potential earnings miss could impact stock performance.

Investment Thesis: SAM's recent price action has been influenced by a mix of positive and negative news headlines. The company's beta indicates low volatility relative to the market, which may provide support for the stock. However, the options market is pricing in a 27-DTE move of $15.90, which could be impacted by earnings expectations.

Recent News Sentiment Impact: The recent news headlines have had a mixed impact on SAM's price action. The positive sentiment from the Dogfish Head and Grateful Dead launch has been offset by the negative sentiment from the Boston Beer stock performance article. The neutral sentiment from the Vibe Conference announcement has also contributed to the overall mixed tone.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Consolidation, Medium-term (1-3 months): Uptrend, Long-term (3-12 months): Neutral

Support/Resistance Levels:

  • Upper Bollinger Band: $244.69
  • Middle Bollinger Band: $199.81
  • Lower Bollinger Band: $154.93
  • SMA 20: $199.81
  • EMA 12: $188.79

Momentum Signals:

  • RSI (14): 38.22 (neutral)
  • MACD: -13.65 / Signal: 0.17 / Histogram: -13.82 (bearish)

Volume Analysis: Volume SMA 20: 326803.05, On-Balance Volume (OBV): -4942244.09, Volume Rate of Change: 0.60%

News & Sentiment Analysis

Recent Headlines Summary: The recent news headlines have been mixed, with positive sentiment from the Dogfish Head and Grateful Dead launch, neutral sentiment from the Vibe Conference announcement, and negative sentiment from the Boston Beer stock performance article.

Sentiment Assessment: Aggregate news sentiment is NEUTRAL (2/3 positive, 1/3 negative).

Catalyst Identification: Upcoming earnings release may impact stock performance; product launches and partnerships could also influence price action.

Market Narrative: The mixed news sentiment and technical indicators suggest a neutral market, with potential for consolidation or correction.

Risk & Volatility Assessment

Risk Assessment: Beta: 0.29 (vs SPY), Alpha: -0.22, Correlation: 0.10, Stock Volatility: 0.36

Options Market Signals:

  • IV Rank: 44.9% (Medium)
  • Current IV: 62.5%
  • Expected Move: $15.90 (27 DTE)

Risk Management: Support levels and risk management considerations are critical due to the potential for earnings miss or correction.

Market Context & Positioning

Sector Performance: Boston Beer is outperforming its peers in the beer industry, but underperforming the broader market.

Institutional Activity: Institutional interest has been moderate, with a mix of buying and selling activity.

Correlation Analysis: SAM's price action has been less correlated to the market (R-squared interpretation), indicating low volatility relative to the broader market.

Relative Valuation: SAM is trading within its historical range, but may be slightly undervalued relative to peers.

Key Levels & Action Items

Critical Price Levels:

  • Support: $199.81 (SMA 20)
  • Resistance: $244.69 (Upper Bollinger Band)

Breakout/Breakdown Levels: $154.93 (Lower Bollinger Band) and $217.09 (SMA 200) are key levels to monitor.

Time-Sensitive Catalysts:

  • Upcoming earnings release
  • Product launches and partnerships

Risk Management: Stop-loss levels and position sizing considerations are critical due to the potential for correction or earnings miss.

Generated
Earnings History
8 of 8 under expected move
Avg Expected Move
11.53%
Avg Actual Move
5.19%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-10-24 After-Close 10.12% 2.28% 0.23x Within
2025-02-25 After-Close 11.49% 7.81% 0.68x Within
2025-04-24 After-Close 12.13% 2.26% 0.19x Within
2025-07-24 After-Close 11.20% 6.04% 0.54x Within
2025-10-23 After-Close 12.01% 7.17% 0.60x Within
2026-02-24 After-Close 12.33% 3.75% 0.30x Within
2026-04-30 After-Close 10.15% 8.97% 0.88x Within
2026-07-23 After-Close 12.78% 3.23% 0.25x Within
Options Activity
IV Rank (30D)
14.96
IV Rank (7D)
100
Avg IV
51.4%
Straddle (30D)
$13.15
Straddle (7D)
$3.30
P/C Volume
0.77
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
-0.09
Correlation (SPY)
-3.2%
R²
0.00
Ann. Volatility
37.9%
SPY Volatility
12.9%

Negative beta - stock moves opposite to market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 10,648,000 (as of 2026-06-27)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

341 filers9,564,831 shares$1.65B value89.83% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 1,039,184 $202.78M 12.27% 9.76% 2025-12-31
2 BlackRock, Inc. Custodian 1,015,254 $179.73M 10.87% 9.53% 2026-06-30
3 VANGUARD PORTFOLIO MANAGEMENT LLC 609,360 $107.88M 6.53% 5.72% 2026-06-30
4 AQR CAPITAL MANAGEMENT LLC Custodian 539,988 $95.59M 5.78% 5.07% 2026-06-30
5 UBS Group AG Custodian 434,656 $76.95M 4.66% 4.08% 2026-06-30
6 AMERICAN CENTURY COMPANIES INC 385,326 $68.21M 4.13% 3.62% 2026-06-30
7 VANGUARD CAPITAL MANAGEMENT LLC 345,822 $61.22M 3.70% 3.25% 2026-06-30
8 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 321,080 $56.84M 3.44% 3.02% 2026-06-30
9 DIMENSIONAL FUND ADVISORS LP Custodian 320,885 $56.81M 3.44% 3.01% 2026-06-30
10 STATE STREET CORP 314,732 $55.81M 3.38% 2.96% 2026-06-30
11 MILLENNIUM MANAGEMENT LLC Custodian 283,512 $50.19M 3.04% 2.66% 2026-06-30
12 Global Alpha Capital Management Ltd. 267,567 $47.37M 2.87% 2.51% 2026-06-30
13 GEODE CAPITAL MANAGEMENT, LLC Custodian 205,368 $36.36M 2.20% 1.93% 2026-06-30
14 SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 146,043 $25.85M 1.56% 1.37% 2026-06-30
15 SOUTHERNSUN ASSET MANAGEMENT, LLC 131,877 $23.35M 1.41% 1.24% 2026-06-30
16 GOLDMAN SACHS GROUP INC Custodian 130,819 $23.16M 1.40% 1.23% 2026-06-30
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 126,182 $22.34M 1.35% 1.19% 2026-06-30
18 Neuberger Berman Group LLC 117,548 $20.86M 1.26% 1.10% 2026-06-30
19 MORGAN STANLEY Custodian 104,302 $18.46M 1.12% 0.98% 2026-06-30
20 Quantinno Capital Management LP 102,562 $18.16M 1.10% 0.96% 2026-06-30
21 RENAISSANCE TECHNOLOGIES LLC 102,179 $18.09M 1.09% 0.96% 2026-06-30
22 D. E. Shaw & Co., Inc. Custodian 99,454 $17.61M 1.07% 0.93% 2026-06-30
23 NORTHERN TRUST CORP Custodian 98,799 $17.49M 1.06% 0.93% 2026-06-30
24 Trexquant Investment LP 73,254 $12.97M 0.78% 0.69% 2026-06-30
25 Calamos Advisors LLC 65,364 $11.57M 0.70% 0.61% 2026-06-30
11 filers$19.53M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $6.25M 31.99% 2026-06-30
2 Squarepoint Ops LLC $3.47M 17.76% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $3.26M 16.67% 2026-06-30
4 IMC-Chicago, LLC Custodian $1.89M 9.70% 2026-06-30
5 WOLVERINE TRADING, LLC Custodian $1.64M 8.38% 2025-09-30
6 Crawford Fund Management, LLC $1.63M 8.34% 2026-06-30
7 UBS Group AG Custodian $548.79K 2.81% 2026-06-30
8 TWO SIGMA INVESTMENTS, LP Custodian $442.57K 2.27% 2026-06-30
9 TUDOR INVESTMENT CORP ET AL $300.95K 1.54% 2026-06-30
10 SIMPLEX TRADING, LLC Custodian $53.11K 0.27% 2026-06-30
11 Walleye Capital LLC $53.11K 0.27% 2026-06-30
9 filers$24.97M notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $6.50M 26.02% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $5.29M 21.20% 2026-06-30
3 IMC-Chicago, LLC Custodian $4.11M 16.45% 2026-06-30
4 WOLVERINE TRADING, LLC Custodian $3.45M 13.80% 2025-09-30
5 GROUP ONE TRADING LLC Custodian $2.48M 9.92% 2026-06-30
6 Squarepoint Ops LLC $2.21M 8.86% 2026-06-30
7 TWO SIGMA INVESTMENTS, LP Custodian $566.50K 2.27% 2026-06-30
8 SIMPLEX TRADING, LLC Custodian $354.06K 1.42% 2026-06-30
9 Walleye Capital LLC $17.70K 0.07% 2026-06-30
Insider Activity
Latest: 2026-05-28
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-05-28 Meghan V. Joyce Director Award (A) +358 — EDGAR
2026-05-28 Cynthia A Fisher Director Award (A) +358 — EDGAR
2026-05-28 Julio N Nemeth Director Award (A) −358 — EDGAR
2026-05-28 Cynthia Swanson Director Award (A) +358 — EDGAR
2026-05-28 JOSEPH HUGH JORDAN Director Award (A) +358 — EDGAR
2026-05-28 Christopher Isaac Stone Director Award (A) +358 — EDGAR
2026-04-03 Cynthia A Fisher Director Exer (M) +1,560 $157.58 $245.8K EDGAR
2026-03-20 Matthew Donal Murphy CAO & VP of Finance Award (A) +129 $136.07 $17.6K EDGAR
2026-03-03 Diego Reynoso CFO and Treasurer Mixed +5,112 $226.78 -$141.1K EDGAR
2026-03-03 Michael R. Crowley Chief Sales Officer Mixed +1,865 $226.78 -$77.3K EDGAR
2026-03-03 TARA L. HEATH Chief Legal Officer Mixed +1,909 $226.78 -$67.4K EDGAR
2026-03-03 Laura J. Boynton Chief People Officer Mixed +1,236 $226.78 -$20.0K EDGAR
2026-03-03 Philip E. Savastano Chief Supply Chain Officer Mixed +1,410 $226.78 -$30.4K EDGAR
2026-03-03 Matthew Donal Murphy CAO & VP of Finance Mixed +1,571 $226.78 -$43.8K EDGAR
2026-03-03 Annette N Fritsch VP of Product Design and R&D Tax (F) −270 $226.78 -$61.2K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
41 insiders · @ $171.57
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Tybourne Capital Management Ltd 10%+ Owner 911,613 $156.41M -$447.2K 1 2016-07-28
2 Samuel A. Calagione III Founder & Brewer, Dogfish Head 113,470 $19.47M -$44.10M 6 2023-08-14
3 David A Burwick President and CEO 56,353 $9.67M -$22.47M 45 2024-03-04
4 Philip A. Hodges Chief Operating Officer 45,301 $7.77M $0 7 2026-03-03
5 C JAMES KOCH Chairman 35,713 $6.13M -$779.02M 455 2023-11-01
6 Martin Roper President and C.E.O. 32,773 $5.62M -$243.56M 324 2018-01-29
7 Diego Reynoso CFO and Treasurer 26,376 $4.53M $0 5 2026-03-03
8 CHARLES JOSEPH KOCH Director 19,086 $3.27M -$116.7K 11 2011-06-27
9 Frank H. Smalla Chief Financial Officer 17,198 $2.95M -$10.67M 24 2023-03-02
10 Lesya Lysyj Chief Marketing Officer 16,505 $2.83M -$986.1K 10 2026-03-03
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2025-11-04
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-11-04 MICHAEL SPILLANE Officer, Director 3,120 $642.0K 2025-11-04 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-08 ANNETTE FRITSCH Officer 600 $131.5K 2025-08-08 Morgan Stanley Smith Barney LLC … — EDGAR
2025-03-13 VALETTE JEAN MICHEL Director 3,500 $799.4K 2025-03-13 Wells Fargo Clearing Services — EDGAR
2025-01-02 CAROLYN OBOYLE Officer 186 $55.8K 2025-01-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2024-10-01 CAROLYN OBOYLE Officer 186 $53.8K 2024-10-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2024-08-13 CAROLYN OBOYLE Officer 126 $33.6K 2024-08-13 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2024-05-28 David Burwick Director, Officer 1,116 $291.0K 2024-05-28 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2024-03-01 CAROLYN OBOYLE Officer 203 $62.6K 2024-03-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2023-11-13 CAROLYN OBOYLE Officer 408 $137.4K 2023-11-13 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2023-08-11 DOGFISH EAST OF THE MISSISSIPPI LP Officer, Director 14,099 $5.03M 2023-08-11 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-06-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-01 0001193125-26-251424 EDGAR
2026-06-01 0001193125-26-251425 EDGAR
2026-05-19 0001193125-26-230729 EDGAR
2026-04-30 0001193125-26-197451 EDGAR
2026-04-10 0001193125-26-151266 EDGAR
2026-03-16 0001193125-26-108321 EDGAR
2026-02-24 0001193125-26-067142 EDGAR
2026-02-17 0001193125-26-054573 EDGAR
2026-02-10 0001193125-26-044640 EDGAR
2025-11-12 0001193125-25-277579 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-24 0001193125-26-067467 EDGAR
2025-02-25 0000950170-25-026756 EDGAR
2024-02-27 0000950170-24-021189 EDGAR
2023-02-22 0000950170-23-003802 EDGAR
2022-02-22 0000950170-22-001616 EDGAR
2021-02-17 0001564590-21-006397 EDGAR
2020-02-19 0001193125-20-041944 EDGAR
2019-02-20 0001193125-19-045425 EDGAR
2018-02-21 0001193125-18-052024 EDGAR
2017-02-22 0001193125-17-052150 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-30 0001193125-26-197491 EDGAR
2025-10-23 0001193125-25-248839 EDGAR
2025-07-24 0000950170-25-098421 EDGAR
2025-04-24 0000950170-25-058094 EDGAR
2024-10-24 0000950170-24-117090 EDGAR
2024-07-25 0000950170-24-086556 EDGAR
2024-04-25 0000950170-24-048351 EDGAR
2023-10-26 0000950170-23-055636 EDGAR
2023-07-27 0000950170-23-035179 EDGAR
2023-04-27 0000950170-23-015317 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/B Ratio2.5
P/S Ratio0.8
EV/EBITDA7.8
TTM Revenue$2.1B
TTM Net Income$-0.1B
TTM EPS$-6.6
ROE-9.8%