Tapewire

Nasdaq · USD

BTMD

biote Corp.

Export transactions ↓
Tapewire entity
7156
SEC CIK
0001819253
Parsed reports
138

Last 12 months

Inside the activity.

2 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202620
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 17, 2023 Filed May 19, 2023 22:51 UTC GrantDeferred Settlement RSU · Derivative 12,009 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004326 · primarydocument.xml · derivative · entry 1

HEYER ANDREW R · CIK 0001259062 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,009

Underlying: Class A Common Stock · 12,009 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the date of the Reporting Person's separation from service.

F2 · derivative.expiration_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the date of the Reporting Person's separation from service.

Read SEC document
May 17, 2023 Filed May 19, 2023 22:51 UTC
Beer Marc DDirector
GrantStock Option (Right to Buy) · Derivative 317,163 $0.00 Strike: $5.83 $0.00
Disclosure

SEC source: 0001562180-23-004324 · primarydocument.xml · derivative · entry 1

Beer Marc D · CIK 0001314575 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 794,884

Underlying: Class A Common Stock · 317,163 shares

Expires 2033-05-16

F1 · derivative.exercise_date: 25% of the shares will vest on May 17, 2024, and the remaining shares will vest in 36 substantially equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
May 17, 2023 Filed May 19, 2023 22:51 UTC GrantStock Option (Right to Buy) · Derivative 25,007 $0.00 Strike: $5.83 $0.00
Disclosure

SEC source: 0001562180-23-004329 · primarydocument.xml · derivative · entry 2

MORRIS DEBRA L · CIK 0001838995 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,399

Underlying: Class A Common Stock · 25,007 shares

Expires 2033-05-16

F3 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 17, 2024 or the day prior to the date of the Issuer's 2024 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date.

Read SEC document
May 17, 2023 Filed May 19, 2023 22:51 UTC GrantDeferred Settlement RSU · Derivative 9,110 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004329 · primarydocument.xml · derivative · entry 1

MORRIS DEBRA L · CIK 0001838995 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,110

Underlying: Class A Common Stock · 9,110 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2024 or the date of the Reporting Person's separation from service.

F2 · derivative.expiration_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2024 or the date of the Reporting Person's separation from service.

Read SEC document
April 04, 2023 Filed Apr 6, 2023 21:52 UTC
Conlon Mary ElizabethGeneral Counsel
SaleClass A Common Stock 10,867 $5.92 $64,382.63
Disclosure

SEC source: 0001562180-23-003485 · primarydocument.xml · nonDerivative · entry 1

Conlon Mary Elizabeth · CIK 0001931409 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,402

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:34 UTC
Conlon Mary ElizabethGeneral Counsel
GrantEmployee Stock Option (Right to Buy) · Derivative 135,000 $0.00 Strike: $5.80 $0.00
Disclosure

SEC source: 0001562180-23-003466 · primarydocument.xml · derivative · entry 1

Conlon Mary Elizabeth · CIK 0001931409 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 258,161

Underlying: Class A Common Stock · 135,000 shares

Expires 2033-04-02

F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on April 3, 2024, and the remaining shares subject to the option shall vest in 36 substantially equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
April 03, 2023 Filed Apr 6, 2023 01:34 UTC
Kamdar Samar JagatChief Financial Officer
GrantEmployee Stock Option (Right to Buy) · Derivative 45,000 $0.00 Strike: $5.80 $0.00
Disclosure

SEC source: 0001562180-23-003467 · primarydocument.xml · derivative · entry 1

Kamdar Samar Jagat · CIK 0001943624 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 295,000

Underlying: Class A Common Stock · 45,000 shares

Expires 2033-04-02

F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on April 3, 2024, and the remaining shares subject to the option shall vest in 36 substantially equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
April 03, 2023 Filed Apr 6, 2023 01:33 UTC
Weber Teresa SueDirector · Chief Executive Officer
GrantEmployee Stock Option (Right to Buy) · Derivative 755,150 $0.00 Strike: $5.80 $0.00
Disclosure

SEC source: 0001562180-23-003465 · primarydocument.xml · derivative · entry 1

Weber Teresa Sue · CIK 0001931415 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,892,580

Underlying: Class A Common Stock · 755,150 shares

Expires 2033-04-02

F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on April 3, 2024, and the remaining shares subject to the option shall vest in 36 substantially equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 21:27 UTC Exercise / conversionPhantom Stock · Derivative 9,844 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003388 · primarydocument.xml · derivative · entry 2

Jacoby Dana Lynn · CIK 0001931319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,058

Underlying: Class A Common Stock · 9,844 shares

Expires 2023-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: Vests 13,629 share(s) on 30-Sep-2022, 9,844 share(s) on 31-Dec-2022, 9,844 share(s) on 31-Mar-2023, 6,058 share(s) on 30-Jun-2023

Read SEC document
March 31, 2023 Filed Apr 4, 2023 21:27 UTC Exercise / conversionClass A Common Stock 9,844 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003388 · primarydocument.xml · nonDerivative · entry 1

Jacoby Dana Lynn · CIK 0001931319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,317

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 21:26 UTC Exercise / conversionPhantom Stock · Derivative 9,844 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003387 · primarydocument.xml · derivative · entry 2

Cone Stephen Mark · CIK 0001931328 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,058

Underlying: Class A Common Stock · 9,844 shares

Expires 2023-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: Vests 13,629 share(s) on 30-Sep-2022, 9,844 share(s) on 31-Dec-2022, 9,844 share(s) on 31-Mar-2023, 6,058 share(s) on 30-Jun-2023

Read SEC document
March 31, 2023 Filed Apr 4, 2023 21:26 UTC Exercise / conversionClass A Common Stock 9,844 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003387 · primarydocument.xml · nonDerivative · entry 1

Cone Stephen Mark · CIK 0001931328 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,667

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 17:27 UTC
Conlon Mary ElizabethGeneral Counsel
Exercise / conversionPhantom Stock · Derivative 39,375 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003389 · primarydocument.xml · derivative · entry 2

Conlon Mary Elizabeth · CIK 0001931409 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,231

Underlying: Class A Common Stock · 39,375 shares

Expires 2023-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: Vests 54,519 share(s) on 30-Sep-2022, 39,375 share(s) on 31-Dec-2022, 39,375 share(s) on 31-Mar-2023, 24,231 share(s) on 30-Jun-2023

Read SEC document
March 31, 2023 Filed Apr 4, 2023 17:27 UTC
Conlon Mary ElizabethGeneral Counsel
Exercise / conversionClass A Common Stock 39,375 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003389 · primarydocument.xml · nonDerivative · entry 1

Conlon Mary Elizabeth · CIK 0001931409 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,269

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

Read SEC document
February 07, 2023 Filed Feb 17, 2023 12:52 UTC
Guines LLC10% owner
PurchaseClass A common stock, par value $0.0001 per share 375,000 $3.25 $1,218,750.00
Disclosure

SEC source: 0000919574-23-001762 · ownership.xml · nonDerivative · entry 1

Roystone Capital Management LP · CIK 0001582271 · 10% owner

Roystone Capital Holdings LLC · CIK 0001966081 · 10% owner

Guines LLC · CIK 0001966012 · 10% owner

Barrera Richard R · CIK 0001773204 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,971,566

F1 · ownership.nature: The reported securities are owned directly by Guines LLC ("Guines") and may be deemed to be indirectly beneficially owned by (i) Roystone Capital Management LP ("Roystone"), the investment adviser to Guines (ii) Roystone Capital Holdings LLC ("Holdings"), the general partner of Roystone and (iii) Richard Barrera, the managing member of Holdings. The Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of their pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Persons are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.

Read SEC document
January 09, 2023 Filed Jan 10, 2023 21:29 UTC PurchaseClass A Common Stock 83,350 $3.00 $250,050.00
Disclosure

SEC source: 0001209191-23-002793 · doc4.xml · nonDerivative · entry 1

Cone Stephen Mark · CIK 0001931328 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,823

Read SEC document
January 09, 2023 Filed Jan 10, 2023 21:27 UTC PurchaseClass A Common Stock 100,000 $3.00 $300,000.00
Disclosure

SEC source: 0001209191-23-002789 · doc4.xml · nonDerivative · entry 2

HEYER ANDREW R · CIK 0001259062 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Heyer Investment Management, LLC

Disclosed balance after: 345,201

F1 · ownership.nature: The securities are directly held by Heyer Investment Management, LLC, of which the Reporting Person is the managing member. The Reporting Person has voting and dispositive power over these securities. Accordingly, the Reporting Person may be deemed to have or share beneficial ownership of these securities.

Read SEC document
January 09, 2023 Filed Jan 10, 2023 21:27 UTC PurchaseClass A Common Stock 100,000 $3.00 $300,000.00
Disclosure

SEC source: 0001209191-23-002789 · doc4.xml · nonDerivative · entry 1

HEYER ANDREW R · CIK 0001259062 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,473,513

Read SEC document
January 09, 2023 Filed Jan 10, 2023 21:25 UTC
Beer Marc DDirector
SaleClass A Common Stock 865,384 $3.00 $2,596,152.00
Disclosure

SEC source: 0001209191-23-002786 · doc4.xml · nonDerivative · entry 3

Beer Marc D · CIK 0001314575 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
January 09, 2023 Filed Jan 10, 2023 21:33 UTC
Kamdar Samar JagatChief Financial Officer
PurchaseClass A Common Stock 13,000 $3.00 $39,000.00
Disclosure

SEC source: 0001209191-23-002800 · doc4.xml · nonDerivative · entry 1

Kamdar Samar Jagat · CIK 0001943624 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,000

Read SEC document
January 09, 2023 Filed Jan 10, 2023 21:31 UTC PurchaseClass A Common Stock 30,000 $3.00 $90,000.00
Disclosure

SEC source: 0001209191-23-002797 · doc4.xml · nonDerivative · entry 1

MORRIS DEBRA L · CIK 0001838995 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,000

Read SEC document
January 09, 2023 Filed Jan 10, 2023 21:23 UTC
Weber Teresa SueDirector · Chief Executive Officer
SaleClass A Common Stock 865,384 $3.00 $2,596,152.00
Disclosure

SEC source: 0001209191-23-002783 · doc4.xml · nonDerivative · entry 3

Weber Teresa Sue · CIK 0001931415 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,040

Read SEC document
January 06, 2023 Filed Jan 10, 2023 21:25 UTC
Beer Marc DDirector
ConversionRetained Biote Units · Derivative 865,384 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002786 · doc4.xml · derivative · entry 4

Beer Marc D · CIK 0001314575 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,967,092

Underlying: Class A Common Stock · 865,384 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Received pursuant to the Business Combination Agreement between Haymaker Acquisition Corp. III, a Delaware corporation, Haymaker Sponsor III LLC, a Delaware limited liability company, BioTE Holdings, LLC, a Nevada limited liability company ("Biote"), BioTE Management, LLC, a Nevada limited liability company, Dr. Gary Donovitz, in his individual capacity and Teresa S. Weber, in her capacity as the members' representative ("the BCA").

F4 · derivative.exercise_price: The Units represent non-voting limited liability company interests of Biote. Pursuant to the terms of the Second Amended and Restated Operating Agreement, beginning November 26, 2022, these Units and an equivalent number of shares of Class V Common Stock are exchangeable on a one-for-one basis for shares of Class A Common Stock, subject to certain conditions, or, in certain circumstances, at the election of the Issuer in its capacity as the sole manager of Biote, the cash equivalent of the market value of one share of Class A common stock. These exchange rights do not expire.

F1 · kind: Represents the exchange of Retained Biote Units ("Units") for shares of Class A Common Stock and the cancellation of an equivalent number of shares of Class V Common Stock in connection therewith.

F3 · price: Received pursuant to the Business Combination Agreement between Haymaker Acquisition Corp. III, a Delaware corporation, Haymaker Sponsor III LLC, a Delaware limited liability company, BioTE Holdings, LLC, a Nevada limited liability company ("Biote"), BioTE Management, LLC, a Nevada limited liability company, Dr. Gary Donovitz, in his individual capacity and Teresa S. Weber, in her capacity as the members' representative ("the BCA").

F4 · derivative.exercise_date: The Units represent non-voting limited liability company interests of Biote. Pursuant to the terms of the Second Amended and Restated Operating Agreement, beginning November 26, 2022, these Units and an equivalent number of shares of Class V Common Stock are exchangeable on a one-for-one basis for shares of Class A Common Stock, subject to certain conditions, or, in certain circumstances, at the election of the Issuer in its capacity as the sole manager of Biote, the cash equivalent of the market value of one share of Class A common stock. These exchange rights do not expire.

F4 · derivative.expiration_date: The Units represent non-voting limited liability company interests of Biote. Pursuant to the terms of the Second Amended and Restated Operating Agreement, beginning November 26, 2022, these Units and an equivalent number of shares of Class V Common Stock are exchangeable on a one-for-one basis for shares of Class A Common Stock, subject to certain conditions, or, in certain circumstances, at the election of the Issuer in its capacity as the sole manager of Biote, the cash equivalent of the market value of one share of Class A common stock. These exchange rights do not expire.

Read SEC document
January 06, 2023 Filed Jan 10, 2023 21:25 UTC
Beer Marc DDirector
OtherClass V Common Stock 865,384 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002786 · doc4.xml · nonDerivative · entry 2

Beer Marc D · CIK 0001314575 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,967,092

F2 · security: These shares of Class V Common Stock of the Issuer provide no economic rights in the Issuer to the holder thereof. However, each holder of Class V Common Stock will be entitled to vote with the holders of Class A Common Stock of the Issuer, with each share of Class V Common Stock entitling the holder to a number of votes equal to the number of Units held by such Class V Common Stock holder at the time of such vote.

F1 · kind: Represents the exchange of Retained Biote Units ("Units") for shares of Class A Common Stock and the cancellation of an equivalent number of shares of Class V Common Stock in connection therewith.

F3 · price: Received pursuant to the Business Combination Agreement between Haymaker Acquisition Corp. III, a Delaware corporation, Haymaker Sponsor III LLC, a Delaware limited liability company, BioTE Holdings, LLC, a Nevada limited liability company ("Biote"), BioTE Management, LLC, a Nevada limited liability company, Dr. Gary Donovitz, in his individual capacity and Teresa S. Weber, in her capacity as the members' representative ("the BCA").

Read SEC document
January 06, 2023 Filed Jan 10, 2023 21:25 UTC
Beer Marc DDirector
ConversionClass A Common Stock 865,384 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002786 · doc4.xml · nonDerivative · entry 1

Beer Marc D · CIK 0001314575 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 865,384

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange of Retained Biote Units ("Units") for shares of Class A Common Stock and the cancellation of an equivalent number of shares of Class V Common Stock in connection therewith.

Read SEC document
January 06, 2023 Filed Jan 10, 2023 21:23 UTC
Weber Teresa SueDirector · Chief Executive Officer
ConversionRetained Biote Units · Derivative 865,384 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002783 · doc4.xml · derivative · entry 4

Weber Teresa Sue · CIK 0001931415 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,967,092

Underlying: Class A Common Stock · 865,384 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Received pursuant to the Business Combination Agreement between Haymaker Acquisition Corp. III, a Delaware corporation, Haymaker Sponsor III LLC, a Delaware limited liability company, BioTE Holdings, LLC, a Nevada limited liability company ("Biote"), BioTE Management, LLC, a Nevada limited liability company, Dr. Gary Donovitz, in his individual capacity and Teresa S. Weber, in her capacity as the members' representative ("the BCA").

F4 · derivative.exercise_price: The Units represent non-voting limited liability company interests of Biote. Pursuant to the terms of the Second Amended and Restated Operating Agreement, beginning November 26, 2022, these Units and an equivalent number of shares of Class V Common Stock are exchangeable on a one-for-one basis for shares of Class A Common Stock, subject to certain conditions, or, in certain circumstances, at the election of the Issuer in its capacity as the sole manager of Biote, the cash equivalent of the market value of one share of Class A common stock. These exchange rights do not expire.

F1 · kind: Represents the exchange of Retained Biote Units ("Units") for shares of Class A Common Stock and the cancellation of an equivalent number of shares of Class V Common Stock in connection therewith.

F3 · price: Received pursuant to the Business Combination Agreement between Haymaker Acquisition Corp. III, a Delaware corporation, Haymaker Sponsor III LLC, a Delaware limited liability company, BioTE Holdings, LLC, a Nevada limited liability company ("Biote"), BioTE Management, LLC, a Nevada limited liability company, Dr. Gary Donovitz, in his individual capacity and Teresa S. Weber, in her capacity as the members' representative ("the BCA").

F4 · derivative.exercise_date: The Units represent non-voting limited liability company interests of Biote. Pursuant to the terms of the Second Amended and Restated Operating Agreement, beginning November 26, 2022, these Units and an equivalent number of shares of Class V Common Stock are exchangeable on a one-for-one basis for shares of Class A Common Stock, subject to certain conditions, or, in certain circumstances, at the election of the Issuer in its capacity as the sole manager of Biote, the cash equivalent of the market value of one share of Class A common stock. These exchange rights do not expire.

F4 · derivative.expiration_date: The Units represent non-voting limited liability company interests of Biote. Pursuant to the terms of the Second Amended and Restated Operating Agreement, beginning November 26, 2022, these Units and an equivalent number of shares of Class V Common Stock are exchangeable on a one-for-one basis for shares of Class A Common Stock, subject to certain conditions, or, in certain circumstances, at the election of the Issuer in its capacity as the sole manager of Biote, the cash equivalent of the market value of one share of Class A common stock. These exchange rights do not expire.

Read SEC document
January 06, 2023 Filed Jan 10, 2023 21:23 UTC
Weber Teresa SueDirector · Chief Executive Officer
OtherClass V Common Stock 865,384 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002783 · doc4.xml · nonDerivative · entry 2

Weber Teresa Sue · CIK 0001931415 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,967,092

F2 · security: These shares of Class V Common Stock of the Issuer provide no economic rights in the Issuer to the holder thereof. However, each holder of Class V Common Stock will be entitled to vote with the holders of Class A Common Stock of the Issuer, with each share of Class V Common Stock entitling the holder to a number of votes equal to the number of Units held by such Class V Common Stock holder at the time of such vote.

F1 · kind: Represents the exchange of Retained Biote Units ("Units") for shares of Class A Common Stock and the cancellation of an equivalent number of shares of Class V Common Stock in connection therewith.

F3 · price: Received pursuant to the Business Combination Agreement between Haymaker Acquisition Corp. III, a Delaware corporation, Haymaker Sponsor III LLC, a Delaware limited liability company, BioTE Holdings, LLC, a Nevada limited liability company ("Biote"), BioTE Management, LLC, a Nevada limited liability company, Dr. Gary Donovitz, in his individual capacity and Teresa S. Weber, in her capacity as the members' representative ("the BCA").

Read SEC document
January 06, 2023 Filed Jan 10, 2023 21:23 UTC
Weber Teresa SueDirector · Chief Executive Officer
ConversionClass A Common Stock 865,384 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002783 · doc4.xml · nonDerivative · entry 1

Weber Teresa Sue · CIK 0001931415 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 950,424

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange of Retained Biote Units ("Units") for shares of Class A Common Stock and the cancellation of an equivalent number of shares of Class V Common Stock in connection therewith.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:24 UTC Exercise / conversionPhantom Stock · Derivative 9,844 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-000931 · doc4.xml · derivative · entry 2

Jacoby Dana Lynn · CIK 0001931319 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,902

Underlying: Class A Common Stock · 9,844 shares

Expires 2023-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:24 UTC Exercise / conversionClass A Common Stock 9,844 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-000931 · doc4.xml · nonDerivative · entry 1

Jacoby Dana Lynn · CIK 0001931319 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,473

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:26 UTC Exercise / conversionPhantom Stock · Derivative 9,844 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-000937 · doc4.xml · derivative · entry 2

Cone Stephen Mark · CIK 0001931328 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,902

Underlying: Class A Common Stock · 9,844 shares

Expires 2023-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:26 UTC Exercise / conversionClass A Common Stock 9,844 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-000937 · doc4.xml · nonDerivative · entry 1

Cone Stephen Mark · CIK 0001931328 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,473

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 16:22 UTC
Conlon Mary ElizabethGeneral Counsel
Exercise / conversionPhantom Stock · Derivative 39,375 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-000924 · doc4.xml · derivative · entry 2

Conlon Mary Elizabeth · CIK 0001931409 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,606

Underlying: Class A Common Stock · 39,375 shares

Expires 2023-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 16:22 UTC
Conlon Mary ElizabethGeneral Counsel
Exercise / conversionClass A Common Stock 39,375 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-000924 · doc4.xml · nonDerivative · entry 1

Conlon Mary Elizabeth · CIK 0001931409 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,894

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

Read SEC document
November 15, 2022 Filed Nov 16, 2022 16:17 UTC GrantStock Option (Right to Buy) · Derivative 63,392 $0.00 Strike: $4.04 $0.00
Disclosure

SEC source: 0001209191-22-057307 · doc4.xml · derivative · entry 1

HEYER STEVEN J · CIK 0001161492 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,392

Underlying: Class A Common Stock · 63,392 shares

Expires 2032-11-14

F1 · derivative.exercise_date: This option vests in equal monthly installments over a three-year period commencing on June 26, 2022, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
November 15, 2022 Filed Nov 16, 2022 21:14 UTC GrantStock Option (Right to Buy) · Derivative 31,696 $0.00 Strike: $4.04 $0.00
Disclosure

SEC source: 0001209191-22-057304 · doc4.xml · derivative · entry 1

Jacoby Dana Lynn · CIK 0001931319 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,696

Underlying: Class A Common Stock · 31,696 shares

Expires 2032-11-14

F1 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 26, 2023 or the day prior to the date of the Issuer's 2023 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date.

Read SEC document
November 15, 2022 Filed Nov 16, 2022 21:13 UTC GrantStock Option (Right to Buy) · Derivative 31,696 $0.00 Strike: $4.04 $0.00
Disclosure

SEC source: 0001209191-22-057301 · doc4.xml · derivative · entry 1

Cone Stephen Mark · CIK 0001931328 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,696

Underlying: Class A Common Stock · 31,696 shares

Expires 2032-11-14

F1 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 26, 2023 or the day prior to the date of the Issuer's 2023 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date.

Read SEC document
November 15, 2022 Filed Nov 16, 2022 21:16 UTC GrantStock Option (Right to Buy) · Derivative 63,392 $0.00 Strike: $4.04 $0.00
Disclosure

SEC source: 0001209191-22-057306 · doc4.xml · derivative · entry 1

HEYER ANDREW R · CIK 0001259062 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,392

Underlying: Class A Common Stock · 63,392 shares

Expires 2032-11-14

F1 · derivative.exercise_date: This option vests in equal monthly installments over a three-year period commencing on June 26, 2022, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
November 15, 2022 Filed Nov 16, 2022 21:12 UTC
Beer Marc DDirector
GrantStock Option (Right to Buy) · Derivative 477,721 $0.00 Strike: $4.04 $0.00
Disclosure

SEC source: 0001209191-22-057300 · doc4.xml · derivative · entry 1

Beer Marc D · CIK 0001314575 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 477,721

Underlying: Class A Common Stock · 477,721 shares

Expires 2032-11-14

F1 · derivative.exercise_date: One-half (1/2) of the shares subject to the option award shall vest on May 27, 2024, and the remaining shares subject to the option award shall vest in twenty-four (24) equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
November 15, 2022 Filed Nov 16, 2022 21:15 UTC GrantStock Option (Right to Buy) · Derivative 63,392 $0.00 Strike: $4.04 $0.00
Disclosure

SEC source: 0001209191-22-057305 · doc4.xml · derivative · entry 1

MORRIS DEBRA L · CIK 0001838995 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,392

Underlying: Class A Common Stock · 63,392 shares

Expires 2032-11-14

F1 · derivative.exercise_date: This option vests in equal monthly installments over a three-year period commencing on December 3, 2022, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
November 15, 2022 Filed Nov 18, 2022 16:05 UTC Amendment GrantStock Option (Right to Buy) · Derivative 63,392 $0.00 Strike: $3.97 $0.00
Disclosure

SEC source: 0001209191-22-057835 · doc4a.xml · derivative · entry 1

HEYER STEVEN J · CIK 0001161492 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,392

Underlying: Class A Common Stock · 63,392 shares

Expires 2032-11-14

F1 · derivative.exercise_date: This option vests in equal monthly installments over a three-year period commencing on June 26, 2022, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
November 15, 2022 Filed Nov 18, 2022 21:03 UTC Amendment GrantStock Option (Right to Buy) · Derivative 31,696 $0.00 Strike: $3.97 $0.00
Disclosure

SEC source: 0001209191-22-057831 · doc4a.xml · derivative · entry 1

Jacoby Dana Lynn · CIK 0001931319 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,696

Underlying: Class A Common Stock · 31,696 shares

Expires 2032-11-14

F1 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 26, 2023 or the day prior to the date of the Issuer's 2023 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date.

Read SEC document
November 15, 2022 Filed Nov 18, 2022 21:02 UTC Amendment GrantStock Option (Right to Buy) · Derivative 31,696 $0.00 Strike: $3.97 $0.00
Disclosure

SEC source: 0001209191-22-057830 · doc4a.xml · derivative · entry 1

Cone Stephen Mark · CIK 0001931328 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,696

Underlying: Class A Common Stock · 31,696 shares

Expires 2032-11-14

F1 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 26, 2023 or the day prior to the date of the Issuer's 2023 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date.

Read SEC document
November 15, 2022 Filed Nov 18, 2022 21:06 UTC Amendment GrantStock Option (Right to Buy) · Derivative 63,392 $0.00 Strike: $3.97 $0.00
Disclosure

SEC source: 0001209191-22-057837 · doc4a.xml · derivative · entry 1

HEYER ANDREW R · CIK 0001259062 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,392

Underlying: Class A Common Stock · 63,392 shares

Expires 2032-11-14

F1 · derivative.exercise_date: This option vests in equal monthly installments over a three-year period commencing on June 26, 2022, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
November 15, 2022 Filed Nov 18, 2022 21:02 UTC Amendment
Beer Marc DDirector
GrantStock Option (Right to Buy) · Derivative 477,721 $0.00 Strike: $3.97 $0.00
Disclosure

SEC source: 0001209191-22-057828 · doc4a.xml · derivative · entry 1

Beer Marc D · CIK 0001314575 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 477,721

Underlying: Class A Common Stock · 477,721 shares

Expires 2032-11-14

F1 · derivative.exercise_date: One-half (1/2) of the shares subject to the option award shall vest on May 27, 2024, and the remaining shares subject to the option award shall vest in twenty-four (24) equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
November 15, 2022 Filed Nov 18, 2022 21:05 UTC Amendment GrantStock Option (Right to Buy) · Derivative 63,392 $0.00 Strike: $3.97 $0.00
Disclosure

SEC source: 0001209191-22-057833 · doc4a.xml · derivative · entry 1

MORRIS DEBRA L · CIK 0001838995 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,392

Underlying: Class A Common Stock · 63,392 shares

Expires 2032-11-14

F1 · derivative.exercise_date: This option vests in equal monthly installments over a three-year period commencing on December 3, 2022, subject to the Reporting Person's continuous service through each such vesting date.

Read SEC document
September 30, 2022 Filed Dec 13, 2022 22:25 UTC Exercise / conversionPhantom Stock · Derivative 13,629 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-060991 · doc4.xml · derivative · entry 2

Jacoby Dana Lynn · CIK 0001931319 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,746

Underlying: Class A Common Stock · 13,629 shares

Expires 2023-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023.

Read SEC document
September 30, 2022 Filed Dec 13, 2022 22:25 UTC Exercise / conversionClass A Common Stock 13,629 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-060991 · doc4.xml · nonDerivative · entry 1

Jacoby Dana Lynn · CIK 0001931319 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,629

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

Read SEC document
September 30, 2022 Filed Dec 13, 2022 22:24 UTC Exercise / conversionPhantom Stock · Derivative 13,629 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-060987 · doc4.xml · derivative · entry 2

Cone Stephen Mark · CIK 0001931328 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,746

Underlying: Class A Common Stock · 13,629 shares

Expires 2023-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

F2 · derivative.exercise_date: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023.

Read SEC document
September 30, 2022 Filed Dec 13, 2022 22:24 UTC Exercise / conversionClass A Common Stock 13,629 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-060987 · doc4.xml · nonDerivative · entry 1

Cone Stephen Mark · CIK 0001931328 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,629

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.