Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIOLIFE SOLUTIONS INCBLFS · Entity 4614 | Chief Revenue Officer | August 25, 2023 | August 29, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BIOLIFE SOLUTIONS INC
Report date August 25, 2023 · Filed August 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,097 |
Reported balance
After 2023-08-25 transaction · row 1
1 source rowRow 1 · 2023-08-25 · Sale · Disposed 347 · Balance 42,097 F1: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 12, 2020 Filed Nov 17, 2020 02:22 UTC | BIOLIFE SOLUTIONS INC BLFS · Entity 4614 | SaleCommon Stock | 1,400 | $32.51 | $45,514.00 |
DisclosureSEC source: 0001437749-20-024048 · rdgdoc.xml · nonDerivative · entry 1 Schulz Marcus · CIK 0001812702 · Vice President, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,400 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.46 to $32.57, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 12, 2020 Filed Oct 14, 2020 00:35 UTC | BIOLIFE SOLUTIONS INC BLFS · Entity 4614 | SaleCommon Stock | 953 | $28.20 | $26,874.60 |
DisclosureSEC source: 0001437749-20-021113 · rdgdoc.xml · nonDerivative · entry 2 Schulz Marcus · CIK 0001812702 · Vice President, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,800 F2 · kind: The sale reported herein was made by the issuer to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| July 17, 2020 Filed Oct 14, 2020 00:35 UTC | BIOLIFE SOLUTIONS INC BLFS · Entity 4614 | GrantCommon Stock | 26,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-021113 · rdgdoc.xml · nonDerivative · entry 1 Schulz Marcus · CIK 0001812702 · Vice President, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,753 F1 · kind: The restricted stock was granted pursuant to the BioLife Solutions Inc. Second Amended and Restated 2013 Performance Incentive Plan, as amended, and vests 25% on the first anniversary of the grant date and thereafter quarterly, in 12 equal quarterly installments. F1 · price: The restricted stock was granted pursuant to the BioLife Solutions Inc. Second Amended and Restated 2013 Performance Incentive Plan, as amended, and vests 25% on the first anniversary of the grant date and thereafter quarterly, in 12 equal quarterly installments. 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.