Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| biote Corp.BTMD · Entity 7156 | Director | May 12, 2026 | May 13, 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.
biote Corp.
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Settlement RSUSEC Table II · derivative / convertible security | Direct | 59,364 |
Reported balance
After 2026-05-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 37,777 · Balance 59,364 F1: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. F2: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2027 or the date of the Reporting Person's separation from service. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.20 · Expires 2036-05-11 | Direct | 130,000 |
Reported balance
After 2026-05-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-12 · Grant · Acquired 130,000 · Balance 130,000 F3: All shares subject to the option award shall vest on the earlier of May 12, 2027 or the day prior to the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock.
F2: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2027 or the date of the Reporting Person's separation from service.
F3: All shares subject to the option award shall vest on the earlier of May 12, 2027 or the day prior to the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date.
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 12, 2026 Filed May 13, 2026 22:07 UTC | biote Corp. BTMD · Entity 7156 | GrantStock Option (Right to Buy) · Derivative | 130,000 | $0.00 Strike: $2.20 | $0.00 |
DisclosureSEC source: 0001931319-26-000002 · primarydocument.xml · derivative · entry 2 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,000 Underlying: Class A Common Stock · 130,000 shares Expires 2036-05-11 F3 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 12, 2027 or the day prior to the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| May 12, 2026 Filed May 13, 2026 22:07 UTC | biote Corp. BTMD · Entity 7156 | GrantDeferred Settlement RSU · Derivative | 37,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001931319-26-000002 · primarydocument.xml · derivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,364 Underlying: Class A Common Stock · 37,777 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2027 or the date of the Reporting Person's separation from service. F2 · derivative.expiration_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2027 or the date of the Reporting Person's separation from service. Read SEC document |
| May 13, 2025 Filed May 14, 2025 23:42 UTC | biote Corp. BTMD · Entity 7156 | GrantStock Option (Right to Buy) · Derivative | 104,547 | $0.00 Strike: $3.91 | $0.00 |
DisclosureSEC source: 0001562180-25-003841 · primarydocument.xml · derivative · entry 4 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,547 Underlying: Class A Common Stock · 104,547 shares Expires 2035-05-12 F4 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 13, 2026 or the day prior to the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| May 13, 2025 Filed May 14, 2025 23:42 UTC | biote Corp. BTMD · Entity 7156 | GrantDeferred Settlement RSU · Derivative | 21,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003841 · primarydocument.xml · derivative · entry 3 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,587 Underlying: Class A Common Stock · 21,587 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. F3 · derivative.exercise_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the date of the Reporting Person's separation from service. F3 · derivative.expiration_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the date of the Reporting Person's separation from service. Read SEC document |
| May 13, 2025 Filed May 14, 2025 23:42 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionDeferred Settlement RSU · Derivative | 12,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003841 · primarydocument.xml · derivative · entry 2 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,994 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 Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2025 or the date of the Reporting Person's separation from service. F2 · derivative.expiration_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2025 or the date of the Reporting Person's separation from service. Read SEC document |
| May 13, 2025 Filed May 14, 2025 23:42 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 12,994 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-25-003841 · primarydocument.xml · nonDerivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,964 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 · price: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:06 UTC | biote Corp. BTMD · Entity 7156 | GrantStock Option (Right to Buy) · Derivative | 65,258 | $0.00 Strike: $5.57 | $0.00 |
DisclosureSEC source: 0001562180-24-004340 · primarydocument.xml · derivative · entry 4 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,763 Underlying: Class A Common Stock · 65,258 shares Expires 2034-05-20 F4 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 21, 2025 or the day prior to the date of the Issuer's 2025 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:06 UTC | biote Corp. BTMD · Entity 7156 | GrantDeferred Settlement RSU · Derivative | 12,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004340 · primarydocument.xml · derivative · entry 3 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,994 Underlying: Class A Common Stock · 12,994 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. F3 · derivative.exercise_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2025 or the date of the Reporting Person's separation from service. F3 · derivative.expiration_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2025 or the date of the Reporting Person's separation from service. Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:06 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionDeferred Settlement RSU · Derivative | 11,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004340 · primarydocument.xml · derivative · entry 2 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,595 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 Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2024 or the date of the Reporting Person's separation from service. F2 · derivative.expiration_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2024 or the date of the Reporting Person's separation from service. Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:06 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 11,595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-004340 · primarydocument.xml · nonDerivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,970 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 · price: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 19:27 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionPhantom Stock · Derivative | 6,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-005659 · primarydocument.xml · derivative · entry 2 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,058 shares Expires 2023-07-01 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 share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: Vests 13,629 share(s) on 30-Sep-2022, 9,844 share(s) on 31-Dec-2022, 9,844 share(s) on 31-Mar-2023, 6,058 share(s) on 30-Jun-2023 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 19:27 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 6,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-005659 · primarydocument.xml · nonDerivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,375 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 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. Read SEC document |
| May 17, 2023 Filed May 19, 2023 22:51 UTC | biote Corp. BTMD · Entity 7156 | GrantStock Option (Right to Buy) · Derivative | 46,809 | $0.00 Strike: $5.83 | $0.00 |
DisclosureSEC source: 0001562180-23-004328 · primarydocument.xml · derivative · entry 2 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,505 Underlying: Class A Common Stock · 46,809 shares Expires 2033-05-16 F3 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 17, 2024 or the day prior to the date of the Issuer's 2024 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| May 17, 2023 Filed May 19, 2023 22:51 UTC | biote Corp. BTMD · Entity 7156 | GrantDeferred Settlement RSU · Derivative | 11,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004328 · primarydocument.xml · derivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,595 Underlying: Class A Common Stock · 11,595 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2024 or the date of the Reporting Person's separation from service. F2 · derivative.expiration_date: The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2024 or the date of the Reporting Person's separation from service. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:27 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionPhantom Stock · Derivative | 9,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003388 · primarydocument.xml · derivative · entry 2 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,058 Underlying: Class A Common Stock · 9,844 shares Expires 2023-07-01 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 share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: Vests 13,629 share(s) on 30-Sep-2022, 9,844 share(s) on 31-Dec-2022, 9,844 share(s) on 31-Mar-2023, 6,058 share(s) on 30-Jun-2023 Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:27 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 9,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003388 · primarydocument.xml · nonDerivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,317 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 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:24 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionPhantom Stock · Derivative | 9,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-000931 · doc4.xml · derivative · entry 2 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,902 Underlying: Class A Common Stock · 9,844 shares Expires 2023-07-01 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 share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:24 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 9,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-000931 · doc4.xml · nonDerivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,473 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 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 21:14 UTC | biote Corp. BTMD · Entity 7156 | GrantStock Option (Right to Buy) · Derivative | 31,696 | $0.00 Strike: $4.04 | $0.00 |
DisclosureSEC source: 0001209191-22-057304 · doc4.xml · derivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,696 Underlying: Class A Common Stock · 31,696 shares Expires 2032-11-14 F1 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 26, 2023 or the day prior to the date of the Issuer's 2023 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| November 15, 2022 Filed Nov 18, 2022 21:03 UTC Amendment | biote Corp. BTMD · Entity 7156 | GrantStock Option (Right to Buy) · Derivative | 31,696 | $0.00 Strike: $3.97 | $0.00 |
DisclosureSEC source: 0001209191-22-057831 · doc4a.xml · derivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,696 Underlying: Class A Common Stock · 31,696 shares Expires 2032-11-14 F1 · derivative.exercise_date: All shares subject to the option award shall vest on the earlier of May 26, 2023 or the day prior to the date of the Issuer's 2023 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| September 30, 2022 Filed Dec 13, 2022 22:25 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionPhantom Stock · Derivative | 13,629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060991 · doc4.xml · derivative · entry 2 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,746 Underlying: Class A Common Stock · 13,629 shares Expires 2023-07-01 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 share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F1 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023. Read SEC document |
| September 30, 2022 Filed Dec 13, 2022 22:25 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 13,629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060991 · doc4.xml · nonDerivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,629 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 · price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. Read SEC document |
| May 26, 2022 Filed Jun 1, 2022 01:31 UTC | biote Corp. BTMD · Entity 7156 | GrantPhantom Stock · Derivative | 39,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033037 · doc4.xml · derivative · entry 1 Jacoby Dana Lynn · CIK 0001931319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,375 Underlying: Class A Common Stock · 39,375 shares Expires 2023-07-01 F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Issuer Class A Common Stock. F2 · derivative.exercise_price: Received pursuant to the Business Combination Agreement between Haymaker Acquisition Corp. III, a Delaware corporation, Haymaker Sponsor III LLC, a Delaware limited liability company, BioTE Holdings, LLC, a Nevada limited liability company ("Biote"), BioTE Management, LLC, a Nevada limited liability company, Dr. Gary Donovitz, in his individual capacity and Teresa S. Weber, in her capacity as the members' representative. F2 · price: Received pursuant to the Business Combination Agreement between Haymaker Acquisition Corp. III, a Delaware corporation, Haymaker Sponsor III LLC, a Delaware limited liability company, BioTE Holdings, LLC, a Nevada limited liability company ("Biote"), BioTE Management, LLC, a Nevada limited liability company, Dr. Gary Donovitz, in his individual capacity and Teresa S. Weber, in her capacity as the members' representative. F3 · derivative.exercise_date: The phantom stock shall vest on 1/4th on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023. 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.