Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIO-TECHNE CorpTECH · Entity 3479 | Director | May 22, 2020 | June 02, 2020 |
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 May 22, 2020 · Filed June 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,843 |
Ending reported balance
After 2020-05-29 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-05-22 · Gift · Disposed 378 · Balance 4,843 F1: Represents a transfer of shares to a charitable donor advised fund. The reporting person retained no pecuniary interest in the transferred shares. Row 2 · 2020-05-29 · Exercise / conversion · Acquired 3,985 · Balance 8,828 Row 3 · 2020-05-29 · Sale · Disposed 3,985 · Balance 4,843 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $101.19 · Expires 2026-10-27 | Direct | 0 |
Reported balance
After 2020-05-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-05-29 · Exercise / conversion · Disposed 3,985 · Balance 0 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $87.34 · Expires 2025-10-28 | Direct | 4,260 |
Reported balance
Holding disclosure · report date 2020-05-22 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 4,260 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $201.64 · Expires 2029-10-24 | Direct | 2,011 |
Reported balance
Holding disclosure · report date 2020-05-22 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,011 F2: The option vests on the earlier of the one year anniversary of the grant date (10/24/2019) or the date of Bio-Techne 2020 annual meeting of shareholders. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $179.84 · Expires 2028-10-25 | Direct | 1,898 |
Reported balance
Holding disclosure · report date 2020-05-22 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,898 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $125.05 · Expires 2027-10-26 | Direct | 3,125 |
Reported balance
Holding disclosure · report date 2020-05-22 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,125 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $125.05 · Expires 2027-10-26 | Direct | 3,125 |
Reported balance
Holding disclosure · report date 2020-05-22 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,125 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $91.78 · Expires 2024-10-30 | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2020-05-22 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 4,000 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $87.83 · Expires 2024-05-15 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2020-05-22 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 2,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a transfer of shares to a charitable donor advised fund. The reporting person retained no pecuniary interest in the transferred shares.
F2: The option vests on the earlier of the one year anniversary of the grant date (10/24/2019) or the date of Bio-Techne 2020 annual meeting of shareholders.
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 |
|---|---|---|---|---|---|---|
| May 29, 2020 Filed Jun 2, 2020 21:13 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,985 | $0.00 Strike: $101.19 | $0.00 |
DisclosureSEC source: 0001562180-20-004079 · primarydocument.xml · derivative · entry 4 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,985 shares Expires 2026-10-27 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. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 21:13 UTC | BIO-TECHNE Corp TECH · Entity 3479 | SaleCommon Stock | 3,985 | $260.00 | $1,036,100.00 |
DisclosureSEC source: 0001562180-20-004079 · primarydocument.xml · nonDerivative · entry 3 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,843 Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 21:13 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionCommon Stock | 3,985 | $101.19 | $403,242.15 |
DisclosureSEC source: 0001562180-20-004079 · primarydocument.xml · nonDerivative · entry 2 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,828 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. Read SEC document |
| May 22, 2020 Filed Jun 2, 2020 21:13 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GiftCommon Stock | 378 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004079 · primarydocument.xml · nonDerivative · entry 1 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,843 F1 · shares: Represents a transfer of shares to a charitable donor advised fund. The reporting person retained no pecuniary interest in the transferred shares. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:17 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionStock Option (right to buy) · Derivative | 4,260 | $0.00 Strike: $87.34 | $0.00 |
DisclosureSEC source: 0001562180-20-003482 · primarydocument.xml · derivative · entry 3 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,260 shares Expires 2025-10-28 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. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:17 UTC | BIO-TECHNE Corp TECH · Entity 3479 | SaleCommon Stock | 4,260 | $250.00 | $1,065,000.00 |
DisclosureSEC source: 0001562180-20-003482 · primarydocument.xml · nonDerivative · entry 2 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,221 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 31, 2019. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:17 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionCommon Stock | 4,260 | $87.34 | $372,068.40 |
DisclosureSEC source: 0001562180-20-003482 · primarydocument.xml · nonDerivative · entry 1 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,481 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. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:35 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionStock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $91.78 | $0.00 |
DisclosureSEC source: 0000914190-20-000160 · edgar.xml · derivative · entry 3 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2024-10-30 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. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:35 UTC | BIO-TECHNE Corp TECH · Entity 3479 | SaleCommon Stock | 4,000 | $225.00 | $900,000.00 |
DisclosureSEC source: 0000914190-20-000160 · edgar.xml · nonDerivative · entry 2 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,221 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 31, 2019. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:35 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionCommon Stock | 4,000 | $91.78 | $367,120.00 |
DisclosureSEC source: 0000914190-20-000160 · edgar.xml · nonDerivative · entry 1 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,221 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. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 21:50 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $87.83 | $0.00 |
DisclosureSEC source: 0000914190-19-000460 · edgar.xml · derivative · entry 6 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2024-05-15 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. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 21:50 UTC | BIO-TECHNE Corp TECH · Entity 3479 | SaleCommon Stock | 80 | $219.31 | $17,545.11 |
DisclosureSEC source: 0000914190-19-000460 · edgar.xml · nonDerivative · entry 5 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,221 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 31, 2019. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $219.31 to $219.32, 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. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 21:50 UTC | BIO-TECHNE Corp TECH · Entity 3479 | SaleCommon Stock | 921 | $218.75 | $201,472.89 |
DisclosureSEC source: 0000914190-19-000460 · edgar.xml · nonDerivative · entry 4 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,301 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 31, 2019. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $218.28 to $218.96, 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. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 21:50 UTC | BIO-TECHNE Corp TECH · Entity 3479 | SaleCommon Stock | 514 | $217.29 | $111,684.59 |
DisclosureSEC source: 0000914190-19-000460 · edgar.xml · nonDerivative · entry 3 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,222 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 31, 2019. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $217.21 to $217.54, 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. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 21:50 UTC | BIO-TECHNE Corp TECH · Entity 3479 | SaleCommon Stock | 485 | $216.47 | $104,990.23 |
DisclosureSEC source: 0000914190-19-000460 · edgar.xml · nonDerivative · entry 2 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,736 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 31, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $216.00 to $216.94, 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. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 21:50 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionCommon Stock | 2,000 | $87.83 | $175,660.00 |
DisclosureSEC source: 0000914190-19-000460 · edgar.xml · nonDerivative · entry 1 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,221 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. Read SEC document |
| October 24, 2019 Filed Oct 28, 2019 21:05 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Option (right to buy) · Derivative | 2,011 | $0.00 Strike: $201.64 | $0.00 |
DisclosureSEC source: 0001624404-19-000015 · edgar.xml · derivative · entry 8 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,011 Underlying: Common Stock · 2,011 shares Expires 2029-10-24 F1 · derivative.exercise_date: The option vests on the earlier of the one year anniversary of the grant date (10/24/2019) or the date of Bio-Techne's 2020 annual meeting of shareholders. Read SEC document |
| October 24, 2019 Filed Oct 28, 2019 21:05 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001624404-19-000015 · edgar.xml · nonDerivative · entry 1 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,221 Read SEC document |
| October 25, 2018 Filed Oct 29, 2018 21:02 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Option (right to buy) · Derivative | 1,898 | $0.00 Strike: $179.84 | $0.00 |
DisclosureSEC source: 0001562180-18-004307 · primarydocument.xml · derivative · entry 2 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,898 Underlying: Common Stock · 1,898 shares Expires 2028-10-25 F1 · derivative.exercise_date: This option vests on the earlier of the one year anniversary of the grant date (10/25/2019) or the date of Bio-Techne 2019 Annual Meeting of Shareholders. Read SEC document |
| October 25, 2018 Filed Oct 29, 2018 21:02 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-004307 · primarydocument.xml · nonDerivative · entry 1 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,726 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 20:50 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Option (right to buy) · Derivative | 3,125 | $0.00 Strike: $125.05 | $0.00 |
DisclosureSEC source: 0001562180-17-003374 · primarydocument.xml · derivative · entry 2 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125 Underlying: Common Stock · 3,125 shares Expires 2027-10-26 F1 · derivative.exercise_date: The option vests on the earlier of the one year anniversary of the grant date (10/26/18) or the date of Bio-Techne's 2018 annual meeting of shareholders. Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 20:50 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantCommon Stock | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003374 · primarydocument.xml · nonDerivative · entry 1 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,212 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 20:18 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Option (right to buy) · Derivative | 3,985 | $0.00 Strike: $101.19 | $0.00 |
DisclosureSEC source: 0000914190-16-000862 · edgar.xml · derivative · entry 2 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,985 Underlying: Common Stock · 3,985 shares Expires 2026-10-26 F1 · derivative.exercise_date: The option vests on the earlier of the one year anniversary of the grant date (10/27/17) or the date of Bio-Techne's 2017 annual meeting of shareholders. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 20:18 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-16-000862 · edgar.xml · nonDerivative · entry 1 WIENS HAROLD J · CIK 0001197788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,473 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.