Bortner Andrea Renee 4
4 · Grocery Outlet Holding Corp. · Filed Mar 17, 2026
Research Summary
AI-generated summary of this filing
Grocery Outlet (GO) Trustee Andrea Bortner Sells 3,705 Shares
What Happened
Andrea Renee Bortner, a trustee of the Bortner Family Trust, reported a sale of 3,705 shares of Grocery Outlet Holding Corp. (GO) on 2026-03-16. The shares were sold at $6.06 each for total proceeds of $22,452. The filing indicates the sale was to satisfy tax withholding obligations related to vesting performance stock units.
Key Details
- Transaction date: 2026-03-16; Price: $6.06 per share; Shares sold: 3,705; Total proceeds: $22,452.
- Transaction type: Sale (code S).
- Footnote F1: Sale was to satisfy tax withholding on vested performance stock units.
- Footnote F2: Reflects shares directly held by the Bortner Family Trust, of which Ms. Bortner is a trustee.
- Filing date: 2026-03-17 (one day after the transaction) — appears timely under Form 4 rules.
- Shares owned after the transaction: not specified in the provided details.
Context
This was a routine sale to cover tax withholding tied to vested equity, not a market-timed buy or sell intended to signal conviction. Such transactions are common when restricted or performance awards vest and do not necessarily reflect the trustee's view on company prospects.
Insider Transaction Report
Form 4
Bortner Andrea Renee
See Remarks
Transactions
- Sale
Common Stock
[F1]2026-03-16$6.06/sh−3,705$22,452→ 79,138 total
Holdings
- 44,468(indirect: By Trust)
Common Stock
[F2]
Footnotes (2)
- [F1]These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of performance stock units previously granted.
- [F2]Reflects shares directly held by the Bortner Family Trust of which Ms. Bortner is a Trustee.
Signature
/s/ Luke D. Thompson, Luke D. Thompson, Attorney-in-Fact|2026-03-17