Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIO-TECHNE CorpTECH · Entity 3479 | SVP - GENERAL COUNSEL | December 07, 2022 | December 09, 2022 |
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.
BIO-TECHNE Corp
Report date December 07, 2022 · Filed December 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,092 |
Ending reported balance
After 2022-12-08 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-12-07 · Exercise / conversion · Acquired 800 · Balance 26,892 Row 2 · 2022-12-07 · Sale · Disposed 800 · Balance 26,092 Row 3 · 2022-12-08 · Exercise / conversion · Acquired 7,450 · Balance 33,542 Row 4 · 2022-12-08 · Sale · Disposed 7,450 · Balance 26,092 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 82.0000 to 82.4900, inclusive. The reporting person undertakes to provide Bio-Techne Corporation, any security holder of Bio-Techne Corporation, 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 set forth in this footnote. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.26 · Expires 2024-08-09 | Direct | 37,212 |
Reported balance
After 2022-12-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-12-07 · Exercise / conversion · Disposed 800 · Balance 37,212 F2: Fully exercisable. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.26 · Expires 2024-08-09 | Direct | 29,762 |
Reported balance
After 2022-12-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-12-08 · Exercise / conversion · Disposed 7,450 · Balance 29,762 F2: Fully exercisable. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.33 · Expires 2025-08-08 | Direct | 66,248 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 66,248 F2: Fully exercisable. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.60 · Expires 2026-08-07 | Direct | 39,872 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 39,872 F2: Fully exercisable. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.60 · Expires 2026-08-07 | Direct | 53,160 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 53,160 F3: Options to purchase13,292 shares vest on each of 8/7/2020 and 8/7/2021 and options to purchase 13,288 shares vest on each of 8/7/2022 and 8/7/2023. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.97 · Expires 2027-08-05 | Direct | 29,968 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 29,968 F5: Vests in full or in part on 8/5/2023 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.97 · Expires 2027-08-05 | Direct | 39,960 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 39,960 F6: Options to purchase 9,992 shares vest on each of 8/5/2021 and 8/5/2022 and options to purchase 9,988 shares vest on each of 8/5/2023 and 8/5/2024. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.97 · Expires 2027-08-05 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2022-12-07 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance Not disclosed F7: Vests in full on the date performance of certain product revenue goals during the period of fiscal 2021-2023 is certified by the Administrator, in no event earlier than 8/5/2021. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.97 · Expires 2027-08-05 | Direct | 33,300 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 33,300 F8: Options to purchase 11,100 shares vest on each of 8/5/2021, 8/5/2022 and 8/5/2023. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $93.11 · Expires 2028-03-01 | Direct | 43,988 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 43,988 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $120.46 · Expires 2028-08-06 | Direct | 18,240 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 18,240 F9: Vests in full or in part on 8/6/2024 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $120.46 · Expires 2028-08-06 | Direct | 24,320 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 24,320 F10: Options to purchase 6,080 shares vest on each of 8/6/2022, 8/6/2023, 8/6/2024 and 8/6/2025. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $94.52 · Expires 2029-08-15 | Direct | 24,664 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · Balance 24,664 F11: Options to purchase 6,168 shares vest on each of 8/15/2023 and 8/15/2025 and options to purchase 6,164 shares vest on 8/15/2024 and 8/15/2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust #1 | 5,320 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,320 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust #2 | 5,320 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,320 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,716 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 6,716 F4: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne common stock. F5: Vests in full or in part on 8/5/2023 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,668 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 4,668 F4: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne common stock. F9: Vests in full or in part on 8/6/2024 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,936 |
Reported balance
Holding disclosure · report date 2022-12-07 · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · Balance 7,936 F4: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne common stock. F12: 2,644 shares vest on each of 8/15/2023 and 8/15/2025, and 2,648 shares vest on 8/15/2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 82.0000 to 82.4900, inclusive. The reporting person undertakes to provide Bio-Techne Corporation, any security holder of Bio-Techne Corporation, 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 set forth in this footnote.
F2: Fully exercisable.
F3: Options to purchase13,292 shares vest on each of 8/7/2020 and 8/7/2021 and options to purchase 13,288 shares vest on each of 8/7/2022 and 8/7/2023.
F4: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne common stock.
F5: Vests in full or in part on 8/5/2023 if certain performance goals are achieved (or such later date as performance is certified by the Administrator).
F6: Options to purchase 9,992 shares vest on each of 8/5/2021 and 8/5/2022 and options to purchase 9,988 shares vest on each of 8/5/2023 and 8/5/2024.
F7: Vests in full on the date performance of certain product revenue goals during the period of fiscal 2021-2023 is certified by the Administrator, in no event earlier than 8/5/2021.
F8: Options to purchase 11,100 shares vest on each of 8/5/2021, 8/5/2022 and 8/5/2023.
F9: Vests in full or in part on 8/6/2024 if certain performance goals are achieved (or such later date as performance is certified by the Administrator).
F10: Options to purchase 6,080 shares vest on each of 8/6/2022, 8/6/2023, 8/6/2024 and 8/6/2025.
F11: Options to purchase 6,168 shares vest on each of 8/15/2023 and 8/15/2025 and options to purchase 6,164 shares vest on 8/15/2024 and 8/15/2026.
F12: 2,644 shares vest on each of 8/15/2023 and 8/15/2025, and 2,648 shares vest on 8/15/2024.
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 |
|---|---|---|---|---|---|---|
| October 26, 2017 Filed Oct 30, 2017 20:57 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Options (Right to buy) · Derivative | 9,503 | $0.00 Strike: $125.05 | $0.00 |
DisclosureSEC source: 0001562180-17-003382 · primarydocument.xml · derivative · entry 3 Furlow Brenda S. · CIK 0001443851 · SVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,503 Underlying: Common Stock · 9,503 shares Expires 2024-08-09 F2 · derivative.exercise_date: Vests in full or in part on 8/9/2020 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 20:57 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantRestricted Stock Units · Derivative | 1,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003382 · primarydocument.xml · derivative · entry 2 Furlow Brenda S. · CIK 0001443851 · SVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,724 Underlying: Common Stock · 1,724 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne common stock. F2 · derivative.exercise_date: Vests in full or in part on 8/9/2020 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). F2 · derivative.expiration_date: Vests in full or in part on 8/9/2020 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 21:53 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Tax withholdingCommon Stock | 278 | $117.50 | $32,665.00 |
DisclosureSEC source: 0001562180-17-002422 · primarydocument.xml · nonDerivative · entry 1 Furlow Brenda S. · CIK 0001443851 · SVP - General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,668 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.