Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALCHEM CORPBCPC · Entity 3839 | VP Administration | February 21, 2017 | February 24, 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.
BALCHEM CORP
Report date February 21, 2017 · Filed February 24, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $85.40 · Expires 2027-02-21 | Direct | 6,520 |
Reported balance
After 2017-02-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-02-21 · Grant · Acquired 6,520 · Balance 6,520 F1: Options vest 20% year 1; 40% year 2; and 40% year 3. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest 20% year 1; 40% year 2; and 40% year 3.
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 21, 2017 Filed Feb 24, 2017 01:29 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantEmployee Stock Option (right to buy) · Derivative | 6,520 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001140361-17-008932 · doc1.xml · derivative · entry 1 FITZPATRICK FRANK · CIK 0001209058 · VP Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,520 Underlying: Common Stock · 0 shares Expires 2027-02-21 F1 · shares: Options vest 20% year 1; 40% year 2; and 40% year 3. F1 · derivative.exercise_date: Options vest 20% year 1; 40% year 2; and 40% year 3. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 15:48 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 1,307 | $85.40 | $111,617.80 |
DisclosureSEC source: 0001140361-17-008741 · doc1.xml · nonDerivative · entry 1 FITZPATRICK FRANK · CIK 0001209058 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,726 F1 · shares: On February 19, 2013, the Company granted 2,456 restricted shares under the Company's Management 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 February 19, 2017. 1,307 of the 2,456 shares that vested February 19, 2017 were withheld to cover withholding taxes due upon vesting. F2 · balance_after: This filing amends the "Amount of Securities Beneficially Owned Following Reported Transaction" to include the most current amount of shares owned directly by Mr. Fitzpatrick in his 401(k)/profit sharing account. 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.