Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
biote Corp.
Report date September 30, 2022 · Filed December 13, 2022
Section 16 reporting ended · disclosed 2022-12-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 102,115 |
Reported balance
After 2022-09-30 transaction · row 1
1 source rowRow 1 · 2022-09-30 · Exercise / conversion · Acquired 102,115 · Balance 102,115 F1: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. |
| Phantom StockSEC Table II · derivative / convertible security · Expires 2023-07-01 | Direct | 192,885 |
Reported balance
After 2022-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-09-30 · Exercise / conversion · Disposed 102,115 · Balance 192,885 F1: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F2: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock.
F2: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023.
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 |
|---|---|---|---|---|---|---|
| September 30, 2022 Filed Dec 13, 2022 22:27 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionPhantom Stock · Derivative | 102,115 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060996 · doc4.xml · derivative · entry 2 Gibbins Robbin Charles · CIK 0001931413 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,885 Underlying: Class A Common Stock · 102,115 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 22:27 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 102,115 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060996 · doc4.xml · nonDerivative · entry 1 Gibbins Robbin Charles · CIK 0001931413 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,115 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 15, 2022 Filed Sep 19, 2022 20:25 UTC | biote Corp. BTMD · Entity 7156 | GrantEmployee Stock Option (Right to Buy) · Derivative | 105,049 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050519 · doc4.xml · derivative · entry 1 Gibbins Robbin Charles · CIK 0001931413 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,049 Underlying: Class A Common Stock · 105,049 shares Expires 2032-09-14 F1 · derivative.exercise_date: One-half (1/2) of the shares subject to the option vest on May 27, 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 |
| May 26, 2022 Filed Jun 1, 2022 01:34 UTC | biote Corp. BTMD · Entity 7156 | GrantPhantom Stock · Derivative | 295,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033041 · doc4.xml · derivative · entry 1 Gibbins Robbin Charles · CIK 0001931413 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,000 Underlying: Class A Common Stock · 295,000 shares Expires 2023-07-01 F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F2 · 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. F2 · 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. F3 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.