Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALCHEM CORPBCPC · Entity 3839 | VP & Chief Accounting Officer | February 11, 2026 | February 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.
BALCHEM CORP
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,736 |
Ending reported balance
After 2026-02-12 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-11 · Grant · Acquired 490 · Balance 6,007 F1: Ownership of restricted stock vests in Reporting Person over a 3-year period (25% on the first anniversary of the grant date, 25% on the second anniversary of the grant date, and 50% on the third anniversary of the grant date), subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. Row 2 · 2026-02-11 · Grant · Acquired 1,664 · Balance 7,671 F2: Represents the vesting of performance stock units (includes 29 dividend equivalent shares) for the 2023-2025 performance period. Row 3 · 2026-02-11 · Tax withholding · Disposed 865 · Balance 6,806 F3: 865 of the 1,664 performance stock units that vested on February 11, 2026 were withheld to cover tax requirement due upon vesting. Row 4 · 2026-02-12 · Tax withholding · Disposed 70 · Balance 6,736 F4: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/12/2025). |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $178.68 · Expires 2036-02-11 | Direct | 1,800 |
Reported balance
After 2026-02-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-11 · Grant · Acquired 1,800 · Balance 1,800 F5: Options vest 20% Year 1, 40% Year 2, and 40% Year 3. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 283 |
Reported balance
Holding disclosure · report date 2026-02-11 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 283 |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership of restricted stock vests in Reporting Person over a 3-year period (25% on the first anniversary of the grant date, 25% on the second anniversary of the grant date, and 50% on the third anniversary of the grant date), subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person.
F2: Represents the vesting of performance stock units (includes 29 dividend equivalent shares) for the 2023-2025 performance period.
F3: 865 of the 1,664 performance stock units that vested on February 11, 2026 were withheld to cover tax requirement due upon vesting.
F4: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/12/2025).
F5: 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 12, 2026 Filed Feb 13, 2026 23:36 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 70 | $177.49 | $12,424.30 |
DisclosureSEC source: 0001140361-26-005531 · form4.xml · nonDerivative · entry 4 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,736 F4 · shares: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/12/2025). Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 23:36 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,800 | $0.00 Strike: $178.68 | $0.00 |
DisclosureSEC source: 0001140361-26-005531 · form4.xml · derivative · entry 6 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires 2036-02-11 F5 · derivative.exercise_date: Options vest 20% Year 1, 40% Year 2, and 40% Year 3. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 23:36 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 865 | $178.68 | $154,558.20 |
DisclosureSEC source: 0001140361-26-005531 · form4.xml · nonDerivative · entry 3 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,806 F3 · shares: 865 of the 1,664 performance stock units that vested on February 11, 2026 were withheld to cover tax requirement due upon vesting. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 23:36 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 1,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-005531 · form4.xml · nonDerivative · entry 2 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,671 F2 · shares: Represents the vesting of performance stock units (includes 29 dividend equivalent shares) for the 2023-2025 performance period. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 23:36 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-005531 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,007 F1 · shares: Ownership of restricted stock vests in Reporting Person over a 3-year period (25% on the first anniversary of the grant date, 25% on the second anniversary of the grant date, and 50% on the third anniversary of the grant date), subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 22:51 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 322 | $173.16 | $55,757.52 |
DisclosureSEC source: 0001140361-26-004642 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,517 F1 · shares: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/8/2023). Read SEC document |
| April 01, 2025 Filed Feb 10, 2026 21:28 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 383 | $167.24 | $64,052.92 |
DisclosureSEC source: 0001140361-26-004618 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,839 F1 · date: This is an inadvertent late filing due to an administrative error. F2 · shares: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 4/1/2022). Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 21:45 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 1,073 | $163.14 | $175,049.22 |
DisclosureSEC source: 0001140361-25-004844 · form4.xml · nonDerivative · entry 3 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,222 F3 · shares: 1,073 of the 2,067 performance stock units that vested on February 13, 2025 were withheld to cover tax requirement due upon vesting. Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 21:45 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 2,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-004844 · form4.xml · nonDerivative · entry 2 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,295 F2 · shares: Represents the vesting of performance stock units (includes 34 dividend equivalent shares) for the 2022-2024 performance period. Read SEC document |
| February 13, 2025 Filed Apr 11, 2025 22:18 UTC Amendment | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 1,073 | $163.14 | $175,049.22 |
DisclosureSEC source: 0001140361-25-013559 · form4.xml · nonDerivative · entry 3 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,222 F3 · shares: 1,073 of the 2,067 performance stock units that vested on February 13, 2025 were withheld to cover tax requirement due upon vesting. Read SEC document |
| February 13, 2025 Filed Apr 11, 2025 22:18 UTC Amendment | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 2,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-013559 · form4.xml · nonDerivative · entry 2 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,295 F2 · shares: Represents the vesting of performance stock units (includes 34 dividend equivalent shares) for the 2022-2024 performance period. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:45 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,800 | $0.00 Strike: $159.18 | $0.00 |
DisclosureSEC source: 0001140361-25-004844 · form4.xml · derivative · entry 5 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires 2035-02-12 F4 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2: and 40% Year 3. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:45 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-004844 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,228 F1 · shares: Ownership of restricted stock vests in Reporting Person 3 years following the grant date, subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. Read SEC document |
| February 12, 2025 Filed Apr 11, 2025 22:18 UTC Amendment | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,800 | $0.00 Strike: $159.18 | $0.00 |
DisclosureSEC source: 0001140361-25-013559 · form4.xml · derivative · entry 5 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires 2035-02-12 F4 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2: and 40% Year 3. Read SEC document |
| February 12, 2025 Filed Apr 11, 2025 22:18 UTC Amendment | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-013559 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,228 F1 · shares: Ownership of restricted stock vests in Reporting Person ratably over a 3 year period (25% on the first anniversary of the grant date, 25% on the second anniversary of the grant date, and 50% on the third anniversary of the grant date), subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. Read SEC document |
| February 10, 2025 Filed Feb 13, 2025 00:34 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 310 | $159.39 | $49,410.90 |
DisclosureSEC source: 0001140361-25-004121 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,678 F1 · shares: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/10/2022). Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:09 UTC | BALCHEM CORP BCPC · Entity 3839 | Exercise / conversionStock Options (right to buy) · Derivative | 3,900 | $0.00 Strike: $84.09 | $0.00 |
DisclosureSEC source: 0001140361-24-035394 · form4.xml · derivative · entry 5 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,900 shares Expires 2029-02-13 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. F6 · derivative.exercise_date: Stock options that vested 20% on February 13, 2020, 40% on February 13, 2021, and 40% on February 13, 2022, and are exercisable. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:09 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 904 | $177.10 | $160,094.33 |
DisclosureSEC source: 0001140361-24-035394 · form4.xml · nonDerivative · entry 4 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · 401(k) Plan Disclosed balance after: 132 F4 · shares: Intra-plan transfer from the Balchem Common Stock Fund to another fund within the Balchem Corporation 401(k) plan. F5 · balance_after: Reflects shares previously acquired under the Balchem Corporation 401(k) plan. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:09 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 330 | $180.47 | $59,553.65 |
DisclosureSEC source: 0001140361-24-035394 · form4.xml · nonDerivative · entry 3 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,988 F3 · price: This transaction was executed in multiple sales ranging from $180.3050 to $180.5900 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares and prices at which the transactions were affected regarding this footnote. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:09 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 3,570 | $179.25 | $639,911.79 |
DisclosureSEC source: 0001140361-24-035394 · form4.xml · nonDerivative · entry 2 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,318 F2 · price: This transaction was executed in multiple sales ranging from $179.0200 to $179.9700 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares and prices at which the transactions were affected regarding this footnote. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:09 UTC | BALCHEM CORP BCPC · Entity 3839 | Exercise / conversionCommon Stock | 3,900 | $84.09 | $327,951.00 |
DisclosureSEC source: 0001140361-24-035394 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,888 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 · shares: Exercise of fully vested non-qualified stock options. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:58 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 100 | $156.13 | $15,613.00 |
DisclosureSEC source: 0001140361-24-009784 · form4.xml · nonDerivative · entry 7 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,914 Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:58 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 4,319 | $155.66 | $672,283.88 |
DisclosureSEC source: 0001140361-24-009784 · form4.xml · nonDerivative · entry 6 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,014 F5 · price: This transaction was executed in multiple sales ranging from $155.1300 to $156.0500 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares and prices at which the transactions were affected regarding this footnote. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:58 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 2,581 | $154.36 | $398,407.55 |
DisclosureSEC source: 0001140361-24-009784 · form4.xml · nonDerivative · entry 5 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,333 F4 · price: This transaction was executed in multiple sales ranging from $154.0800 to $155.0300 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares and prices at which the transactions were affected regarding this footnote. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:58 UTC | BALCHEM CORP BCPC · Entity 3839 | Exercise / conversionStock Options (right to buy) · Derivative | 3,700 | $0.00 Strike: $74.57 | $0.00 |
DisclosureSEC source: 0001140361-24-009784 · form4.xml · derivative · entry 9 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,700 shares Expires 2028-02-15 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. F7 · derivative.exercise_date: Stock options that vested 20% on February 15, 2019, 40% on February 15, 2020, and 40% on February 15, 2021, and are exercisable. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:58 UTC | BALCHEM CORP BCPC · Entity 3839 | Exercise / conversionStock Options (right to buy) · Derivative | 5,480 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001140361-24-009784 · form4.xml · derivative · entry 8 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,480 shares Expires 2027-02-21 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. F6 · derivative.exercise_date: Stock options that vested 20% on February 21, 2018, 40% on February 21, 2019, and 40% on February 21, 2020, and are exercisable. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:58 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 2,477 | $156.94 | $388,744.84 |
DisclosureSEC source: 0001140361-24-009784 · form4.xml · nonDerivative · entry 4 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,914 F3 · price: This transaction was executed in multiple sales ranging from $156.5300 to $157.1950 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares and prices at which the transactions were affected regarding this footnote. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:58 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 6,703 | $156.16 | $1,046,723.72 |
DisclosureSEC source: 0001140361-24-009784 · form4.xml · nonDerivative · entry 3 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,391 F2 · price: This transaction was executed in multiple sales ranging from $155.4950 to $156.4825 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares and prices at which the transactions were affected regarding this footnote. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:58 UTC | BALCHEM CORP BCPC · Entity 3839 | Exercise / conversionCommon Stock | 3,700 | $74.57 | $275,909.00 |
DisclosureSEC source: 0001140361-24-009784 · form4.xml · nonDerivative · entry 2 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,094 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 · shares: Exercise of fully vested non-qualified stock options. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:58 UTC | BALCHEM CORP BCPC · Entity 3839 | Exercise / conversionCommon Stock | 5,480 | $84.40 | $462,512.00 |
DisclosureSEC source: 0001140361-24-009784 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,394 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 · shares: Exercise of fully vested non-qualified stock options. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:11 UTC | BALCHEM CORP BCPC · Entity 3839 | Exercise / conversionStock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $60.85 | $0.00 |
DisclosureSEC source: 0001140361-24-009287 · form4.xml · derivative · entry 5 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2026-02-23 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. F5 · derivative.exercise_date: Stock options that vested 20% on February 23, 2017, 40% on February 23, 2018, and 40% on February 23, 2019, and are exercisable. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:11 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 77 | $155.68 | $11,987.74 |
DisclosureSEC source: 0001140361-24-009287 · form4.xml · nonDerivative · entry 4 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,914 F4 · price: This transaction was executed in multiple sales ranging from $155.5550 to $155.9100 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares and prices at which the transactions were affected regarding this footnote. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:11 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 14,139 | $154.80 | $2,188,741.24 |
DisclosureSEC source: 0001140361-24-009287 · form4.xml · nonDerivative · entry 3 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,991 F3 · price: This transaction was executed in multiple sales ranging from $154.5300 to $155.3200 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares and prices at which the transactions were affected regarding this footnote. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:11 UTC | BALCHEM CORP BCPC · Entity 3839 | SaleCommon Stock | 784 | $153.44 | $120,296.02 |
DisclosureSEC source: 0001140361-24-009287 · form4.xml · nonDerivative · entry 2 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,130 F2 · price: This transaction was executed in multiple sales ranging from $153.1601 to $154.0900 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares and prices at which the transactions were affected regarding this footnote. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:11 UTC | BALCHEM CORP BCPC · Entity 3839 | Exercise / conversionCommon Stock | 15,000 | $60.85 | $912,750.00 |
DisclosureSEC source: 0001140361-24-009287 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,914 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 · shares: Exercise of fully vested non-qualified stock options. Read SEC document |
| February 11, 2024 Filed Feb 13, 2024 22:00 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 751 | $145.33 | $109,142.83 |
DisclosureSEC source: 0001140361-24-007482 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,914 F1 · shares: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/11/2021) Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:12 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,900 | $0.00 Strike: $143.43 | $0.00 |
DisclosureSEC source: 0001140361-24-007100 · form4.xml · derivative · entry 4 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,900 Underlying: Common Stock · 1,900 shares Expires 2034-02-08 F5 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2: and 40% Year 3. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:12 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 1,130 | $143.43 | $162,075.90 |
DisclosureSEC source: 0001140361-24-007100 · form4.xml · nonDerivative · entry 3 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,665 F4 · shares: 1,130 of the 2,119 performance stock units that vested on February 8, 2024 were withheld to cover tax requirement due upon vesting. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:12 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 2,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-007100 · form4.xml · nonDerivative · entry 2 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,795 F3 · shares: Represents the vesting of performance stock units (includes 33 dividend equivalent shares) for the 2021-2023 performance period. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:12 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-007100 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,676 F1 · shares: Ownership of restricted stock vests in Reporting Person 3 years following the grant date, subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. F2 · balance_after: Includes acquisition of shares under the Balchem Corporation 401(k) plan. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:15 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 332 | $135.67 | $45,042.44 |
DisclosureSEC source: 0001140361-23-007247 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,964 F1 · shares: Reflects shares that were withheld to cover withholding taxes due upon vesting of restricted shares (granted on 2/13/2020). Read SEC document |
| February 08, 2023 Filed Feb 11, 2023 01:34 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 2,000 | $0.00 Strike: $138.09 | $0.00 |
DisclosureSEC source: 0001140361-23-006113 · form4.xml · derivative · entry 4 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2033-02-08 F5 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2: and 40% Year 3. Read SEC document |
| February 08, 2023 Filed Feb 11, 2023 01:34 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 1,190 | $138.09 | $164,327.10 |
DisclosureSEC source: 0001140361-23-006113 · form4.xml · nonDerivative · entry 3 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,296 F4 · shares: 1,190 of the 2,240 performance stock units that vested on February 8, 2023 were withheld to cover tax requirement due upon vesting. Read SEC document |
| February 08, 2023 Filed Feb 11, 2023 01:34 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-006113 · form4.xml · nonDerivative · entry 2 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,486 F3 · shares: Represents the vesting of performance stock units (includes 32 dividend equivalent shares) for the 2020-2022 performance period. Read SEC document |
| February 08, 2023 Filed Feb 11, 2023 01:34 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-006113 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,246 F1 · shares: Ownership of restricted stock vests in Reporting Person 3 years following the grant date, subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. F2 · balance_after: Includes acquisition of shares under the Balchem Corporation 401(k) plan. Read SEC document |
| April 01, 2022 Filed Dec 30, 2022 21:15 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-047654 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,655 F1 · date: This is an inadvertent late filing due to an administrative error. F2 · shares: Ownership of restricted stock vests in Reporting Person in 3 years following the grant date, subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. F3 · balance_after: Includes acquisition of shares under the Balchem Corporation 401(k) plan. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 19:49 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 470 | $139.38 | $65,508.60 |
DisclosureSEC source: 0001140361-22-005742 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,786 F1 · shares: 470 of the 920 Restricted Shares (date of grant 02/15/2018) that vested 02/15/2022 were withheld to cover withholding taxes due upon vesting. Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 21:45 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 1,961 | $137.73 | $270,088.53 |
DisclosureSEC source: 0001140361-22-005591 · form4.xml · nonDerivative · entry 1 Backus William A. · CIK 0001530884 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,256 F1 · shares: 1,961 of the 3,840 Restricted Shares (date of grant 02/13/2019) that vested 02/14/2022 were withheld to cover withholding taxes due upon vesting. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 13:50 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,900 | $0.00 Strike: $138.07 | $0.00 |
DisclosureSEC source: 0001140361-22-005082 · form4.xml · derivative · entry 4 Backus William A. · CIK 0001530884 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,480 Underlying: Common Stock · 1,900 shares Expires 2032-02-10 F4 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2; and 40% Year 3. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 13:50 UTC | BALCHEM CORP BCPC · Entity 3839 | Tax withholdingCommon Stock | 1,238 | $138.07 | $170,930.66 |
DisclosureSEC source: 0001140361-22-005082 · form4.xml · nonDerivative · entry 3 Backus William A. · CIK 0001530884 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,217 F3 · shares: 1,238 of the 2,345 shares that vested February 10, 2022 were withheld to cover withholding taxes due upon vesting. 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.