Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIO-TECHNE CorpTECH · Entity 3479 | Chief Technical Officer | October 26, 2017 | October 30, 2017 |
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 October 26, 2017 · Filed October 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,649 |
Reported balance
After 2017-10-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-10-26 · Grant · Acquired 1,649 · Balance 1,649 F1: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne common stock. F2: 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). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,200 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,200 F1: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne common stock. F4: Vests in full or in part on 8/7/18 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 | 1,759 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,759 F1: 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 8/18/19 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 $125.05 · Expires 2024-08-09 | Direct | 9,089 |
Reported balance
After 2017-10-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-10-26 · Grant · Acquired 9,089 · Balance 9,089 F2: 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). |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $125.05 · Expires 2024-08-09 | Direct | 12,119 |
Reported balance
After 2017-10-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-10-26 · Grant · Acquired 12,119 · Balance 12,119 F3: Vests 3,029 shares on 8/9/2018 and 3,030 shares each on 8/9/2019, 8/9/2020 and 8/9/2021 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $106.59 · Expires 2023-08-18 | Direct | 14,476 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 14,476 F8: Vests 3,619 shares on each 8/18/17, 8/18/18, 8/18/19 and 8/18/20. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $106.59 · Expires 2023-08-18 | Direct | 10,857 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 10,857 F5: Vests in full or in part on 8/18/19 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $108.49 · Expires 2022-08-07 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 10,000 F6: Vests 2,500 shares on each of 8/7/16, 8/7/17, 8/7/18 and 8/7/19. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $94.35 · Expires 2021-08-12 | Direct | 15,000 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 15,000 F7: Vests 3,750 shares on each of 8/12/15, 8/12/16, 8/12/17 and 8/12/18. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $76.02 · Expires 2020-07-31 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 10,000 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $76.02 · Expires 2020-07-31 | Direct | 15,000 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 15,000 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $108.49 · Expires 2022-08-07 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 7,500 F4: Vests in full or in part on 8/7/18 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne common stock.
F2: 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).
F3: Vests 3,029 shares on 8/9/2018 and 3,030 shares each on 8/9/2019, 8/9/2020 and 8/9/2021
F4: Vests in full or in part on 8/7/18 if certain performance goals are achieved (or such later date as performance is certified by the Administrator).
F5: Vests in full or in part on 8/18/19 if certain performance goals are achieved (or such later date as performance is certified by the Administrator).
F6: Vests 2,500 shares on each of 8/7/16, 8/7/17, 8/7/18 and 8/7/19.
F7: Vests 3,750 shares on each of 8/12/15, 8/12/16, 8/12/17 and 8/12/18.
F8: Vests 3,619 shares on each 8/18/17, 8/18/18, 8/18/19 and 8/18/20.
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 21:08 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Options (Right to buy) · Derivative | 12,119 | $0.00 Strike: $125.05 | $0.00 |
DisclosureSEC source: 0001562180-17-003384 · primarydocument.xml · derivative · entry 3 Bazan J. Fernando · CIK 0001583204 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,119 Underlying: Common Stock · 12,119 shares Expires 2024-08-09 F3 · derivative.exercise_date: Vests 3,029 shares on 8/9/2018 and 3,030 shares each on 8/9/2019, 8/9/2020 and 8/9/2021 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 21:08 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Options (Right to buy) · Derivative | 9,089 | $0.00 Strike: $125.05 | $0.00 |
DisclosureSEC source: 0001562180-17-003384 · primarydocument.xml · derivative · entry 2 Bazan J. Fernando · CIK 0001583204 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,089 Underlying: Common Stock · 9,089 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 21:08 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantRestricted Stock Units · Derivative | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003384 · primarydocument.xml · derivative · entry 1 Bazan J. Fernando · CIK 0001583204 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,649 Underlying: Common Stock · 1,649 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.