Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIO-TECHNE CorpTECH · Entity 3479 | CFO | August 17, 2026 | August 19, 2026 |
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 August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 22,438 |
Reported balance
After 2026-08-17 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-08-17 · Grant · Acquired 22,438 · Balance 22,438 F5: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne Corporation common stock. F11: 7,479 restricted stock units vest on each of 8/17/2027 and 8/17/2028, and 7,480 restricted stock units vest on 8/17/2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 36,459 |
Reported balance
After 2026-08-17 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-08-17 · Grant · Acquired 36,459 · Balance 36,459 F5: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne Corporation common stock. F12: 36,459 restricted stock units vest on 8/17/2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,011 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 4,011 F5: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne Corporation common stock. F8: 4,011 restricted stock units vest on 8/15/2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,089 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 23,089 F5: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne Corporation common stock. F9: 11,545 restricted stock units vest on 11/1/2026; and 11,544 restricted stock units vest on 11/1/2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,807 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 9,807 F5: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne Corporation common stock. F10: 4,903 restricted stock units vest on 8/15/2027, and 4,904 restricted stock units vest on 8/15/2028. |
| Common StockSEC Table I · non-derivative | Direct | 170,183 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 170,183 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.97 · Expires 2027-08-05 | Direct | 167,328 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 167,328 F1: Fully exercisable. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $120.46 · Expires 2028-08-06 | Direct | 40,536 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 40,536 F1: Fully exercisable. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $94.52 · Expires 2029-08-15 | Direct | 45,220 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 45,220 F1: Fully exercisable. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $84.61 · Expires 2030-08-15 | Direct | 2,332 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,332 F1: Fully exercisable. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $84.61 · Expires 2030-08-15 | Direct | 45,923 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 45,923 F2: Options to purchase 11,481 shares vest on each of 8/15/2024, 8/15/2025 and 8/15/2027, and options to purchase 11,480 shares vest on 8/15/2026. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $74.91 · Expires 2034-08-15 | Direct | 32,417 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 32,417 F3: Options to purchase 8,104 shares vest on each of 8/15/2025, 8/15/2026 and 8/15/2027, and options to purchase 8,105 shares vest on 8/15/2028. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.60 · Expires 2035-08-15 | Direct | 37,632 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 37,632 F4: Options to purchase 12,544 shares vest on each of 8/15/2026, 8/15/2027 and 8/15/2028. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 24,062 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 24,062 F5: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne Corporation common stock. F6: Vests in full or in part on 8/15/2027 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,420 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 29,420 F5: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne Corporation common stock. F7: Vests in full or in part on 8/15/2028 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: Fully exercisable.
F2: Options to purchase 11,481 shares vest on each of 8/15/2024, 8/15/2025 and 8/15/2027, and options to purchase 11,480 shares vest on 8/15/2026.
F3: Options to purchase 8,104 shares vest on each of 8/15/2025, 8/15/2026 and 8/15/2027, and options to purchase 8,105 shares vest on 8/15/2028.
F4: Options to purchase 12,544 shares vest on each of 8/15/2026, 8/15/2027 and 8/15/2028.
F5: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne Corporation common stock.
F6: Vests in full or in part on 8/15/2027 if certain performance goals are achieved (or such later date as performance is certified by the Administrator).
F7: Vests in full or in part on 8/15/2028 if certain performance goals are achieved (or such later date as performance is certified by the Administrator).
F8: 4,011 restricted stock units vest on 8/15/2027.
F9: 11,545 restricted stock units vest on 11/1/2026; and 11,544 restricted stock units vest on 11/1/2027.
F10: 4,903 restricted stock units vest on 8/15/2027, and 4,904 restricted stock units vest on 8/15/2028.
F11: 7,479 restricted stock units vest on each of 8/17/2027 and 8/17/2028, and 7,480 restricted stock units vest on 8/17/2029.
F12: 36,459 restricted stock units vest on 8/17/2029.
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 |
|---|---|---|---|---|---|---|
| August 08, 2018 Filed Aug 9, 2018 22:19 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Options (Right to buy) · Derivative | 24,089 | $0.00 Strike: $177.32 | $0.00 |
DisclosureSEC source: 0001562180-18-003542 · primarydocument.xml · derivative · entry 7 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,089 Underlying: Common Stock · 24,089 shares Expires 2025-08-08 F5 · derivative.exercise_date: Vests 6,023 shares on 8/8/2019, 6,022 shares on each 8/8/2020, 8/8/2021, 8/8/2022 Read SEC document |
| August 08, 2018 Filed Aug 9, 2018 22:19 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantRestricted Stock Units · Derivative | 3,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003542 · primarydocument.xml · derivative · entry 6 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,383 Underlying: Common Stock · 3,383 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. F4 · derivative.exercise_date: Vests in full or in part on 8/8/2021 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). F4 · derivative.expiration_date: Vests in full or in part on 8/8/2021 if certain performance goals are achieved (or such later date as performance is certified by the Administrator). Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 22:19 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Disposition to issuerStock Options (Right to buy) · Derivative | 3,762 | $0.00 Strike: $108.49 | $0.00 |
DisclosureSEC source: 0001562180-18-003542 · primarydocument.xml · derivative · entry 5 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,988 Underlying: Common Stock · 3,762 shares Expires 2022-08-07 F3 · derivative.exercise_date: On 8/7/2018, the Board of Directors authorized discretionary vesting for 14,988 performance options. The remainder of the performance options were forfeited. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 22:19 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Disposition to issuerRestricted Stock Units · Derivative | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003542 · primarydocument.xml · derivative · entry 4 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 602 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: On 8/7/2018, the Board of Directors authorized discretionary vesting for 2,398 performance RSUs. The remainder of the performance RSUs were forfeited. F2 · derivative.expiration_date: On 8/7/2018, the Board of Directors authorized discretionary vesting for 2,398 performance RSUs. The remainder of the performance RSUs were forfeited. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 22:19 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionRestricted Stock Units · Derivative | 2,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003542 · primarydocument.xml · derivative · entry 3 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602 Underlying: Common Stock · 2,398 shares Expires not disclosed 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 restricted stock unit represents a contingent right to receive one share of Bio-Techne common stock. F2 · derivative.exercise_date: On 8/7/2018, the Board of Directors authorized discretionary vesting for 2,398 performance RSUs. The remainder of the performance RSUs were forfeited. F2 · derivative.expiration_date: On 8/7/2018, the Board of Directors authorized discretionary vesting for 2,398 performance RSUs. The remainder of the performance RSUs were forfeited. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 22:19 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Tax withholdingCommon Stock | 1,094 | $180.14 | $197,073.16 |
DisclosureSEC source: 0001562180-18-003542 · primarydocument.xml · nonDerivative · entry 2 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,382 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 22:19 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Exercise / conversionCommon Stock | 2,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003542 · primarydocument.xml · nonDerivative · entry 1 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,477 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 26, 2017 Filed Oct 30, 2017 20:55 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Options (Right to buy) · Derivative | 32,613 | $0.00 Strike: $125.05 | $0.00 |
DisclosureSEC source: 0001562180-17-003378 · primarydocument.xml · derivative · entry 4 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,613 Underlying: Common Stock · 32,613 shares Expires 2024-08-09 F3 · derivative.exercise_date: Vests 8,153 shares each on 8/19/2018, 8/9/2019, 8/9/2020 and 8,154 on 8/9/2021 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 20:55 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantStock Options (Right to buy) · Derivative | 24,460 | $0.00 Strike: $125.05 | $0.00 |
DisclosureSEC source: 0001562180-17-003378 · primarydocument.xml · derivative · entry 3 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,460 Underlying: Common Stock · 24,460 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 20:55 UTC | BIO-TECHNE Corp TECH · Entity 3479 | GrantRestricted Stock Unit · Derivative | 4,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003378 · primarydocument.xml · derivative · entry 2 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,438 Underlying: Common Stock · 4,438 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Bio-Techne Corporation 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 |
| March 31, 2017 Filed Apr 4, 2017 22:20 UTC | BIO-TECHNE Corp TECH · Entity 3479 | Tax withholdingCommon Stock | 800 | $101.65 | $81,320.00 |
DisclosureSEC source: 0001562180-17-001448 · primarydocument.xml · nonDerivative · entry 1 Hippel James · CIK 0001603594 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079 F1 · shares: The reporting person has elected to satisfy his withholding obligation in connection with the vesting of a prior restricted stock unit grant by directing the Company to withhold shares otherwise issuable pursuant to the previously reported grant. 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.