Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| biote Corp.BTMD · Entity 7156 | Chief Financial Officer | April 03, 2023 | April 06, 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.
biote Corp.
Report date April 03, 2023 · Filed April 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.80 · Expires 2033-04-02 | Direct | 295,000 |
Reported balance
After 2023-04-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-04-03 · Grant · Acquired 45,000 · Balance 295,000 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| April 03, 2023 Filed Apr 6, 2023 01:34 UTC | biote Corp. BTMD · Entity 7156 | GrantEmployee Stock Option (Right to Buy) · Derivative | 45,000 | $0.00 Strike: $5.80 | $0.00 |
DisclosureSEC 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 |
| January 09, 2023 Filed Jan 10, 2023 21:33 UTC | biote Corp. BTMD · Entity 7156 | PurchaseClass A Common Stock | 13,000 | $3.00 | $39,000.00 |
DisclosureSEC 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 |
| September 15, 2022 Filed Sep 19, 2022 20:28 UTC | biote Corp. BTMD · Entity 7156 | GrantEmployee Stock Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050523 · doc4.xml · derivative · entry 1 Kamdar Samar Jagat · CIK 0001943624 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 250,000 shares Expires 2032-09-14 F1 · derivative.exercise_date: One-half (1/2) of the shares subject to the option vest on August 24, 2024, and the remaining shares subject to the option 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.