Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEOGEN CORPNEOG · Entity 4338 | Former CEO | October 27, 2025 | October 28, 2025 |
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.
NEOGEN CORP
Report date October 27, 2025 · Filed October 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 363,081 |
Ending reported balance
After 2025-10-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-10-27 · Exercise / conversion · Acquired 38,759 · Balance 371,608 Row 2 · 2025-10-27 · Tax withholding · Disposed 8,527 · Balance 363,081 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $6.19 · Expires 2025-10-27 | Direct | 38,759 |
Reported balance
After 2025-10-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-10-27 · Exercise / conversion · Disposed 38,759 · Balance 38,759 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PATTERSON COMPANIES, INC.
Report date July 03, 2017 · Filed July 06, 2017
Section 16 reporting ended · disclosed 2017-07-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,271 |
Reported balance
After 2017-07-03 transaction · row 1
1 source rowRow 1 · 2017-07-03 · Tax withholding · Disposed 182 · Balance 1,271 F1: Represents shares of common stock withheld for payment of taxes incurred upon the lapse of restrictions on restricted stock units issued pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 100 |
Reported balance
Holding disclosure · report date 2017-07-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100 F2: Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan (ESOP) account through April 30, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld for payment of taxes incurred upon the lapse of restrictions on restricted stock units issued pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan.
F2: Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan (ESOP) account through April 30, 2017.
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 |
|---|---|---|---|---|---|---|
| March 30, 2021 Filed Apr 1, 2021 22:40 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock | 9,536 | $62.70 | $597,907.20 |
DisclosureSEC source: 0000711377-21-000011 · primary_doc.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,616 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 |
| March 30, 2021 Filed Apr 1, 2021 22:32 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock (Right to Buy) · Derivative | 3,362 | $0.00 Strike: $63.90 | $0.00 |
DisclosureSEC source: 0000711377-21-000010 · primary_doc.xml · derivative · entry 4 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,876 Underlying: Common Stock · 3,362 shares Expires 2019-11-11 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. F2 · derivative.exercise_date: Options were granted 10/11/2019, have five year lives, and vest in equal 20% annual installments on each of the first five anniversary dates of the grant Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 22:32 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock (Right to Buy) · Derivative | 638 | $0.00 Strike: $62.70 | $0.00 |
DisclosureSEC source: 0000711377-21-000010 · primary_doc.xml · derivative · entry 3 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,238 Underlying: Common Stock · 638 shares Expires 2023-12-01 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_date: Options were granted 11/1/2018, have five year lives, and vest in equal 20% annual installments on each of the first five anniversary dates of the grant Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 22:32 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock | 3,362 | $63.90 | $214,831.80 |
DisclosureSEC source: 0000711377-21-000010 · primary_doc.xml · nonDerivative · entry 2 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,080 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 |
| March 30, 2021 Filed Apr 1, 2021 22:32 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock | 638 | $62.70 | $40,002.60 |
DisclosureSEC source: 0000711377-21-000010 · primary_doc.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,718 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 |
| January 07, 2021 Filed Jan 8, 2021 14:24 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $51.29 | $0.00 |
DisclosureSEC source: 0000711377-21-000004 · primary_doc.xml · derivative · entry 3 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,876 Underlying: Common Stock · 20,000 shares Expires 2022-08-17 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_date: Options were granted 7/17/2017, have five year lives, and vest in equal 20% annual installments on each of the first five anniversary dates of the grant Read SEC document |
| January 07, 2021 Filed Jan 8, 2021 14:24 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock | 20,000 | $84.18 | $1,683,694.00 |
DisclosureSEC source: 0000711377-21-000004 · primary_doc.xml · nonDerivative · entry 2 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,080 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 |
| January 07, 2021 Filed Jan 8, 2021 14:24 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock | 20,000 | $51.29 | $1,025,850.00 |
DisclosureSEC source: 0000711377-21-000004 · primary_doc.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,080 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 06, 2020 Filed Oct 8, 2020 23:19 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionRestricted Stock Unit · Derivative | 7,040 | $0.00 Strike: $68.30 | $0.00 |
DisclosureSEC source: 0000711377-20-000029 · primary_doc.xml · derivative · entry 2 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,040 Underlying: Common Stock · 7,040 shares Expires 2025-10-06 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. F2 · derivative.exercise_date: The restricted stock units vest 20% each year on each of the first five anniversary dates of the grant Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 23:19 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock (Right to Buy) · Derivative | 76,877 | $0.00 Strike: $68.30 | $0.00 |
DisclosureSEC source: 0000711377-20-000029 · primary_doc.xml · derivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,876 Underlying: Common Stock · 76,877 shares Expires 2025-11-06 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_date: Options have five year lives, and vest in equal 20% annual installments on each of the first five anniversary dates of the grant Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 22:12 UTC | NEOGEN CORP NEOG · Entity 4338 | PurchaseCommon Stock | 1,750 | $58.24 | $101,920.00 |
DisclosureSEC source: 0000711377-20-000019 · primary_doc.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,080 Read SEC document |
| January 08, 2020 Filed Mar 27, 2020 22:08 UTC | NEOGEN CORP NEOG · Entity 4338 | PurchaseCommon Stock | 1,517 | $65.40 | $99,211.80 |
DisclosureSEC source: 0000711377-20-000018 · primary_doc.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,330 Read SEC document |
| October 11, 2019 Filed Oct 15, 2019 21:45 UTC | NEOGEN CORP NEOG · Entity 4338 | GrantCommon Stock (Right to Buy) · Derivative | 90,000 | $0.00 Strike: $63.90 | $0.00 |
DisclosureSEC source: 0000711377-19-000045 · primary_doc.xml · derivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,999 Underlying: Common Stock · 90,000 shares Expires 2024-11-11 F1 · derivative.exercise_date: Options were granted on 10/11/2019, have five year lives, and vest in equal annual 20% installments on each of the first five anniversary dates of the grant Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 15:01 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock (Right to Buy) · Derivative | 40,002 | $0.00 Strike: $51.29 | $0.00 |
DisclosureSEC source: 0000711377-19-000032 · primary_doc.xml · derivative · entry 3 ADENT JOHN EDWARD · CIK 0001651434 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,999 Underlying: Common Stock · 40,002 shares Expires 2022-08-17 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_date: Options were granted on 7/17/2017, have five year lives and vest in equal 20% annual installments on each of the first five anniversary dates of the grant Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 15:01 UTC | NEOGEN CORP NEOG · Entity 4338 | SaleCommon Stock | 31,489 | $69.03 | $2,173,603.80 |
DisclosureSEC source: 0000711377-19-000032 · primary_doc.xml · nonDerivative · entry 2 ADENT JOHN EDWARD · CIK 0001651434 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,813 F2 · shares: Mr. Adent sold these shares to cover the cost of the exercise Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 15:01 UTC | NEOGEN CORP NEOG · Entity 4338 | Exercise / conversionCommon Stock | 40,002 | $51.29 | $2,051,802.59 |
DisclosureSEC source: 0000711377-19-000032 · primary_doc.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,302 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 |
| November 01, 2018 Filed Nov 5, 2018 19:39 UTC | NEOGEN CORP NEOG · Entity 4338 | GrantCommon Stock (right to Buy) · Derivative | 90,000 | $0.00 Strike: $62.70 | $0.00 |
DisclosureSEC source: 0000711377-18-000048 · primary_doc.xml · derivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,001 Underlying: common Stock · 90,000 shares Expires 2023-12-01 F1 · derivative.exercise_date: Options have five year lives and vest in equal 20% annual installments on each of the first five anniversary dates of the grant Read SEC document |
| September 26, 2018 Filed Sep 29, 2018 00:56 UTC | NEOGEN CORP NEOG · Entity 4338 | PurchaseCommon Stock | 4,300 | $73.58 | $316,394.00 |
DisclosureSEC source: 0000711377-18-000038 · primary_doc.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 15:57 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | Tax withholdingCommon Stock | 182 | $47.51 | $8,646.82 |
DisclosureSEC source: 0001209191-17-043961 · doc4.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · CEO - Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,271 F1 · kind: Represents shares of common stock withheld for payment of taxes incurred upon the lapse of restrictions on restricted stock units issued pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 19:16 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 1,806 | $30.77 | $55,570.62 |
DisclosureSEC source: 0001209191-17-001495 · doc4.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · CEO - Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,470 F1 · kind: Shares acquired by Reporting Person pursuant to the Patterson Companies, Inc. Capital Accumulation Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 11:22 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 33 | $37.05 | $1,222.70 |
DisclosureSEC source: 0001209191-16-143480 · doc4.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · CEO - Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,664 F1 · kind: Shares acquired by Reporting Person pursuant to the Patterson Companies, Inc. Employee Stock Purchase Plan. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 16:01 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | Tax withholdingCommon Stock | 148 | $46.80 | $6,926.40 |
DisclosureSEC source: 0001209191-16-142442 · doc4.xml · nonDerivative · entry 1 ADENT JOHN EDWARD · CIK 0001651434 · CEO - Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,631 F1 · kind: Shares withheld for taxes incurred upon lapse of restrictions on restricted stock units pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. 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.