Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALCHEM CORPBCPC · Entity 3839 | Director | February 13, 2023 | February 15, 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.
BALCHEM CORP
Report date February 13, 2023 · Filed February 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,078 |
Reported balance
After 2023-02-13 transaction · row 1
1 source rowRow 1 · 2023-02-13 · Tax withholding · Disposed 258 · Balance 29,078 F1: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/13/2020). |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/13/2020).
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 |
|---|---|---|---|---|---|---|
| February 13, 2023 Filed Feb 15, 2023 21:15 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 258 | $135.67 | $35,002.86 |
DisclosureSEC source: 0001140361-23-007249 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,078 F1 · shares: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/13/2020). Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 22:20 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,790 | $0.00 Strike: $138.09 | $0.00 |
DisclosureSEC source: 0001140361-23-006028 · form4.xml · derivative · entry 2 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790 Underlying: Common Stock · 1,790 shares Expires 2033-02-08 F2 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2; and 40% Year 3 Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 22:20 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-006028 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,336 F1 · shares: Ownership of restricted stock vests in Reporting Person 3 years following the grant date, subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 19:42 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 359 | $139.38 | $50,037.42 |
DisclosureSEC source: 0001140361-22-005737 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,806 F1 · shares: On February 15, 2018, the Company granted 845 restricted shares under the Company's Long-Term Incentive Program. The stock was subject to restrictions on transfer until it vested in accordance with the provisions of the Restricted Stock Purchase Agreement. 359 of the shares that vested February 15, 2022, were withheld to cover taxes. Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 21:42 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 331 | $137.73 | $45,588.63 |
DisclosureSEC source: 0001140361-22-005587 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,165 F1 · shares: On February 13, 2019, the Company granted 778 restricted shares under the Company's Long-Term Incentive Program. The stock was subject to restrictions on transfer until it vested in accordance with the provisions of the Restricted Stock Purchase Agreement. 331 of the shares that vested February 14, 2022 were withheld to cover taxes. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 14:19 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,747 | $0.00 Strike: $138.07 | $0.00 |
DisclosureSEC source: 0001140361-22-005104 · form4.xml · derivative · entry 2 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,787 Underlying: Common Stock · 1,747 shares Expires 2032-02-11 F2 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2; and 40% Year 3. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 14:19 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-005104 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,496 F1 · shares: Ownership of the restricted stock does not vest in reporting person until three years from the grant date and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Company and the reporting person. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 18:26 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 548 | $121.57 | $66,620.36 |
DisclosureSEC source: 0001140361-21-005793 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,987 F1 · shares: On February 21, 2017, the Company granted 1,288 restricted shares under the Company's Long-Term Incentive Program. The stock was subject to a repurchase option in favor of the Company and to restrictions on transfer until it vested in accordance with the provisions of the Restricted Stock Purchase Agreement. 548 of the 1,288 shares that vested February 22, 2021, were withheld to cover taxes. Read SEC document |
| February 11, 2021 Filed Feb 17, 2021 02:51 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 2,124 | $0.00 Strike: $119.13 | $0.00 |
DisclosureSEC source: 0001140361-21-005113 · form4.xml · derivative · entry 2 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,040 Underlying: Common Stock · 2,124 shares Expires 2031-02-11 F2 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2; and 40% Year 3. Read SEC document |
| February 11, 2021 Filed Feb 17, 2021 02:51 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 590 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-005113 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,535 F1 · shares: Ownership of the restricted stock does not vest in reporting person until three years from the grant date and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Company and the reporting person. Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 23:12 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 769 | $100.03 | $76,923.07 |
DisclosureSEC source: 0001140361-20-004035 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,945 F1 · shares: On February 23, 2016, the Company granted 1,808 restricted shares under the Company's Long-Term Incentive Program. The stock was subject to a repurchase option in favor of the Company and to restrictions on transfer until it vested in accordance with the provisions of the Restricted Stock Purchase Agreement. 769 of the 1,808 shares that vested February 24, 2020, were withheld to cover taxes. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 16:05 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 2,946 | $0.00 Strike: $111.94 | $0.00 |
DisclosureSEC source: 0001140361-20-003492 · form4.xml · derivative · entry 2 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,916 Underlying: Common Stock · 2,946 shares Expires 2030-02-12 F2 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2; and 40% Year 3. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 16:05 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-003492 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,714 F1 · shares: Ownership of the restricted stock does not vest in reporting person until three years from the grant date and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Company and the reporting person. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 19:13 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 3,587 | $0.00 Strike: $84.09 | $0.00 |
DisclosureSEC source: 0001140361-19-003357 · form4.xml · derivative · entry 2 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,972 Underlying: Common Stock · 3,587 shares Expires 2029-02-12 F2 · derivative.exercise_date: Options vest 20% year 1; 40% year 2; and 40% year 3. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 19:13 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-19-003357 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,107 F1 · shares: Ownership of the restricted stock does not vest in Reporting person until three years from the grant date and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. Read SEC document |
| December 18, 2018 Filed Dec 19, 2018 20:35 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 706 | $78.91 | $55,710.46 |
DisclosureSEC source: 0001140361-18-045382 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,329 F1 · shares: On December 18, 2014, the Company granted 1,664 restricted shares under the Company's Long-Term Incentive Program. The stock was subject to a repurchase option in favor of the Issuer and to restrictions on transfer until it vested in accordance with the provisions of the Restricted Stock Purchase Agreement on December 18, 2014. 706 of the 1,664 shares that vested December 18, 2018 were withheld to cover taxes. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:53 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 3,383 | $0.00 Strike: $74.57 | $0.00 |
DisclosureSEC source: 0001140361-18-009147 · form4.xml · derivative · entry 2 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,383 Underlying: Common Stock · 3,383 shares Expires 2028-02-15 F2 · derivative.exercise_date: Options vest 20% year 1; 40% year 2; and 40% year 3. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:53 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 845 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009147 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,035 F1 · shares: Ownership of the restricted stock does not vest in Reporting person until four years from the grant date and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 17:37 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 882 | $81.81 | $72,156.42 |
DisclosureSEC source: 0001140361-17-045968 · form4.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,147 F1 · shares: On December 11, 2013, the Company granted 1,957 restricted shares under the Company's Long-Term Incentive Program. The stock was subject to a repurchase option in favor of the Issuer and to restrictions on transfer until it vested in accordance with the provisions of the Restricted Stock Purchase Agreement on December 11, 2013. 882 of the 1,957 shares that vested December 11, 2017 were withheld to cover taxes. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 00:30 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 1,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-008921 · doc1.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,072 F1 · shares: Ownership of the restricted stock does not vest in Reporting person until four years from the grant date and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. Read SEC document |
| December 12, 2016 Filed Dec 15, 2016 14:17 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 1,261 | $87.28 | $110,060.08 |
DisclosureSEC source: 0001140361-16-089722 · doc1.xml · nonDerivative · entry 1 TELEVANTOS JOHN Y · CIK 0001236561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,784 F1 · shares: On December 12, 2012, the Company granted 2,799 restricted shares under the Company's Long Term Incentive Program. The stock was subject to a repurchase option in favor of the Issuer and to restrictions on transfer until it vested in accordance with the provisions of the Restricted Stock Purchase Agreement on December 12, 2012. 1,261 of the 2,799 shares that vested December 12, 2016 were withheld to cover taxes. 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.