Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| biote Corp.BTMD · Entity 7156 | General Counsel | April 01, 2025 | April 02, 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.
biote Corp.
Report date April 01, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.63 · Expires 2035-03-31 | Direct | 178,000 |
Reported balance
After 2025-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-04-01 · Grant · Acquired 178,000 · Balance 178,000 F1: 25% of the shares subject to the option shall vest on April 1, 2026, and the remaining shares subject to the option shall vest in 36 substantially equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the shares subject to the option shall vest on April 1, 2026, and the remaining shares subject to the option shall vest in 36 substantially equal monthly installments thereafter, subject to the Reporting Person's continuous service through each 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 |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 2, 2025 16:34 UTC | biote Corp. BTMD · Entity 7156 | GrantEmployee Stock Option (Right to Buy) · Derivative | 178,000 | $0.00 Strike: $3.63 | $0.00 |
DisclosureSEC source: 0001562180-25-002906 · primarydocument.xml · derivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,000 Underlying: Class A Common Stock · 178,000 shares Expires 2035-03-31 F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on April 1, 2026, and the remaining shares subject to the option shall vest in 36 substantially equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 18:48 UTC | biote Corp. BTMD · Entity 7156 | GrantEmployee Stock Option (Right to Buy) · Derivative | 164,413 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001562180-24-003277 · primarydocument.xml · derivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 422,574 Underlying: Class A Common Stock · 164,413 shares Expires 2034-03-31 F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on April 1, 2025, and the remaining shares subject to the option shall vest in 36 substantially equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 12:12 UTC | biote Corp. BTMD · Entity 7156 | SaleClass A Common Stock | 6,240 | $6.50 | $40,573.10 |
DisclosureSEC source: 0001562180-23-005749 · primarydocument.xml · nonDerivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,393 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 15:28 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionPhantom Stock · Derivative | 24,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-005661 · primarydocument.xml · derivative · entry 2 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 24,231 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 54,519 share(s) on 30-Sep-2022, 39,375 share(s) on 31-Dec-2022, 39,375 share(s) on 31-Mar-2023, 24,231 share(s) on 30-Jun-2023 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 15:28 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 24,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-005661 · primarydocument.xml · nonDerivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,633 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 |
| April 04, 2023 Filed Apr 6, 2023 21:52 UTC | biote Corp. BTMD · Entity 7156 | SaleClass A Common Stock | 10,867 | $5.92 | $64,382.63 |
DisclosureSEC source: 0001562180-23-003485 · primarydocument.xml · nonDerivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,402 Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 21:34 UTC | biote Corp. BTMD · Entity 7156 | GrantEmployee Stock Option (Right to Buy) · Derivative | 135,000 | $0.00 Strike: $5.80 | $0.00 |
DisclosureSEC source: 0001562180-23-003466 · primarydocument.xml · derivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,161 Underlying: Class A Common Stock · 135,000 shares Expires 2033-04-02 F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on April 3, 2024, and the remaining shares subject to the option shall vest in 36 substantially equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 17:27 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionPhantom Stock · Derivative | 39,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003389 · primarydocument.xml · derivative · entry 2 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,231 Underlying: Class A Common Stock · 39,375 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 54,519 share(s) on 30-Sep-2022, 39,375 share(s) on 31-Dec-2022, 39,375 share(s) on 31-Mar-2023, 24,231 share(s) on 30-Jun-2023 Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 17:27 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 39,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003389 · primarydocument.xml · nonDerivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,269 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 16:22 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionPhantom Stock · Derivative | 39,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-000924 · doc4.xml · derivative · entry 2 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,606 Underlying: Class A Common Stock · 39,375 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 16:22 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 39,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-000924 · doc4.xml · nonDerivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,894 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 |
| September 30, 2022 Filed Dec 13, 2022 17:26 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionPhantom Stock · Derivative | 54,519 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060994 · doc4.xml · derivative · entry 2 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,981 Underlying: Class A Common Stock · 54,519 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 17:26 UTC | biote Corp. BTMD · Entity 7156 | Exercise / conversionClass A Common Stock | 54,519 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060994 · doc4.xml · nonDerivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,519 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 |
| September 15, 2022 Filed Sep 19, 2022 16:22 UTC | biote Corp. BTMD · Entity 7156 | GrantEmployee Stock Option (Right to Buy) · Derivative | 123,161 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050511 · doc4.xml · derivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,161 Underlying: Class A Common Stock · 123,161 shares Expires 2032-09-14 F1 · derivative.exercise_date: One-half (1/2) of the shares subject to the option vest on May 27, 2024, and the remaining shares subject to the option shall vest in twenty-four (24) equal monthly installments thereafter, subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:32 UTC | biote Corp. BTMD · Entity 7156 | GrantPhantom Stock · Derivative | 157,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033039 · doc4.xml · derivative · entry 1 Conlon Mary Elizabeth · CIK 0001931409 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,500 Underlying: Class A Common Stock · 157,500 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.