Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HARVARD BIOSCIENCE INCHBIO · Entity 7369 | Chief Financial Officer | March 19, 2025 | March 21, 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.
HARVARD BIOSCIENCE INC
Report date March 19, 2025 · Filed March 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 159,019 |
Reported balance
After 2025-03-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-19 · Tax withholding · Disposed 5,687 · Balance 159,019 F1: The shares were disposed of to satisfy the Reporting Person's tax withholding obligation in connection with restricted stock unit ("RSU") awards previously granted to the Reporting Person that vested in part on March 19, 2025. F2: Includes (a) 8,964 RSUs that will vest on December 29, 2025, (b) 23,867 RSUs that will vest in two equal installments on March 19, 2026 and 2027, (c) 35,800 RSUs with performance based vesting conditions tied to achievements by the Company of certain performance criteria, (d) 25,862 RSUs with performance based vesting conditions tied to relative total shareholder return and (e) 64,526 shares of common stock (which includes 4,496 shares acquired on December 31, 2024 under the Issuer's Employee Stock Purchase Plan) beneficially owned by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of to satisfy the Reporting Person's tax withholding obligation in connection with restricted stock unit ("RSU") awards previously granted to the Reporting Person that vested in part on March 19, 2025.
F2: Includes (a) 8,964 RSUs that will vest on December 29, 2025, (b) 23,867 RSUs that will vest in two equal installments on March 19, 2026 and 2027, (c) 35,800 RSUs with performance based vesting conditions tied to achievements by the Company of certain performance criteria, (d) 25,862 RSUs with performance based vesting conditions tied to relative total shareholder return and (e) 64,526 shares of common stock (which includes 4,496 shares acquired on December 31, 2024 under the Issuer's Employee Stock Purchase Plan) beneficially owned by the Reporting Person.
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 19, 2025 Filed Mar 21, 2025 20:50 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | Tax withholdingCommon Stock | 5,687 | $0.69 | $3,916.07 |
DisclosureSEC source: 0001104659-25-026705 · tm259984-2_4seq1.xml · nonDerivative · entry 1 Cote Jennifer · CIK 0001960481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,019 F1 · shares: The shares were disposed of to satisfy the Reporting Person's tax withholding obligation in connection with restricted stock unit ("RSU") awards previously granted to the Reporting Person that vested in part on March 19, 2025. F2 · balance_after: Includes (a) 8,964 RSUs that will vest on December 29, 2025, (b) 23,867 RSUs that will vest in two equal installments on March 19, 2026 and 2027, (c) 35,800 RSUs with performance based vesting conditions tied to achievements by the Company of certain performance criteria, (d) 25,862 RSUs with performance based vesting conditions tied to relative total shareholder return and (e) 64,526 shares of common stock (which includes 4,496 shares acquired on December 31, 2024 under the Issuer's Employee Stock Purchase Plan) beneficially owned by the Reporting Person. Read SEC document |
| December 29, 2024 Filed Dec 31, 2024 21:01 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | Tax withholdingCommon Stock | 3,797 | $1.98 | $7,518.06 |
DisclosureSEC source: 0000921895-24-003051 · form412799001cot_12312024.xml · nonDerivative · entry 2 Cote Jennifer · CIK 0001960481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,210 F1 · shares: The shares were disposed of to satisfy the Reporting Person's tax withholding obligation in connection with restricted stock unit ("RSU") awards previously granted to the Reporting Person that vested in part on December 29, 2024. F2 · balance_after: Includes (a) 8,964 RSUs that will vest on December 29, 2025, (b) 35,800 RSUs that will vest in three equal installments on March 19, 2025, 2026 and 2027, (c) 35,800 RSUs with performance based vesting conditions tied to achievements by the Company of certain performance criteria, (d) 25,862 RSUs with performance based vesting conditions tied to relative total shareholder return and (e) 53,784 shares of common stock beneficially owned by the Reporting Person. Read SEC document |
| December 29, 2024 Filed Dec 31, 2024 21:01 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | Tax withholdingCommon Stock | 4,731 | $1.98 | $9,367.38 |
DisclosureSEC source: 0000921895-24-003051 · form412799001cot_12312024.xml · nonDerivative · entry 1 Cote Jennifer · CIK 0001960481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,007 F1 · shares: The shares were disposed of to satisfy the Reporting Person's tax withholding obligation in connection with restricted stock unit ("RSU") awards previously granted to the Reporting Person that vested in part on December 29, 2024. Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 21:04 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | Tax withholdingCommon Stock | 9,920 | $4.11 | $40,771.20 |
DisclosureSEC source: 0001193805-24-000334 · e619343_4-cote.xml · nonDerivative · entry 3 Cote Jennifer · CIK 0001960481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,738 F1 · shares: Shares withheld by the Company solely to cover tax obligations upon the vesting of 29,880 restricted stock units ("RSUs"). F4 · balance_after: Includes (a) the awards described in footnotes (2) and (3) above, (b) 17,928 RSUs that will vest in two equal installments on December 29, 2024 and 2025, (c) 11,171 RSUs that will vest on December 29, 2024, (d) 25,862 RSUs with performance based vesting conditions tied to relative total shareholder return and (e) 42,177 shares of common stock beneficially owned by the Reporting Person. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:04 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | GrantCommon Stock | 35,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001193805-24-000334 · e619343_4-cote.xml · nonDerivative · entry 2 Cote Jennifer · CIK 0001960481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,658 F3 · shares: The number of RSUs represents the target number of RSUs that may be earned based on achievement by the Company of certain performance criteria. The actual number of RSUs awarded may vary between 0% and 150% of the target, depending on the Company's performance. The performance period will end on December 31, 2026. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:04 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | GrantCommon Stock | 35,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001193805-24-000334 · e619343_4-cote.xml · nonDerivative · entry 1 Cote Jennifer · CIK 0001960481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,858 F2 · shares: Represents an award of RSUs that will vest in three equal installments on March 19, 2025, 2026, and 2027. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 22:17 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | Tax withholdingCommon Stock | 2,631 | $5.35 | $14,075.85 |
DisclosureSEC source: 0000921895-24-000042 · form412799001cot_01032024.xml · nonDerivative · entry 2 Cote Jennifer · CIK 0001960481 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,058 F1 · shares: The shares were disposed of to satisfy the Reporting Person's tax withholding obligation in connection with restricted stock unit awards previously granted to the reporting person that vested in part on December 29, 2023. F2 · balance_after: Includes (a) 17,928 restricted stock units that will vest in two equal installments on December 29, 2024 and 2025, (b) 11,171 restricted stock units that will vest on December 29, 2024, (c) 25,862 restricted stock units with performance based vesting conditions tied to relative total shareholder return, (d) 29,880 restricted stock units that will vest on March 6, 2024 and (e) 22,217 shares of common stock beneficially owned by the Reporting Person. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 22:17 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | Tax withholdingCommon Stock | 3,279 | $5.35 | $17,542.65 |
DisclosureSEC source: 0000921895-24-000042 · form412799001cot_01032024.xml · nonDerivative · entry 1 Cote Jennifer · CIK 0001960481 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,689 F1 · shares: The shares were disposed of to satisfy the Reporting Person's tax withholding obligation in connection with restricted stock unit awards previously granted to the reporting person that vested in part on December 29, 2023. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 22:01 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | GrantCommon Stock | 29,880 | $0.00 | $0.00 |
DisclosureSEC source: 0000921895-23-000667 · form412799cot_03082023.xml · nonDerivative · entry 3 Cote Jennifer · CIK 0001960481 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,968 F5 · shares: Represents an award of 29,880 restricted stock units that will fully vest on March 6, 2024. F6 · balance_after: Includes (a) the shares and awards described in footnote (4) above and (b) the award described in footnote (5) above. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 22:01 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | GrantCommon Stock | 25,862 | $0.00 | $0.00 |
DisclosureSEC source: 0000921895-23-000667 · form412799cot_03082023.xml · nonDerivative · entry 2 Cote Jennifer · CIK 0001960481 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,088 F3 · shares: Represents an award of 25,862 restricted stock units with performance based vesting conditions. These restricted stock units will vest upon the achievement of a relative total shareholder return of the Issuer's common stock during the period from March 1, 2023 to the earlier of (i) December 31, 2025, and (ii) the date of a change of control (the "Measurement Period"), measured relative to the Russell 2000 index and based on the 20-day trading average beginning on the first day of the Measurement Period and ending on the last day of the Measurement Period, subject to the terms set forth in an award agreement between the Issuer and the Reporting Person. The target number of these restricted stock units that may be earned is reported above; the maximum amount is 150% of the number reported. F4 · balance_after: Includes (a) the shares and awards described in footnote (2) above and (b) the award described in footnote (3) above. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 22:01 UTC | HARVARD BIOSCIENCE INC HBIO · Entity 7369 | GrantCommon Stock | 26,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000921895-23-000667 · form412799cot_03082023.xml · nonDerivative · entry 1 Cote Jennifer · CIK 0001960481 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,226 F1 · shares: Represents an award of 26,892 restricted stock units that will vest in three equal installments on December 29, 2023, 2024 and 2025, subject to the terms set forth in an award agreement between the Issuer and the Reporting Person. F2 · balance_after: Includes (a) the award described in footnote (1) above, (b) 22,342 restricted stock units that will vest in two equal installments on December 29, 2023 and 2024 and (c) 7,992 shares of common stock beneficially owned by the Reporting Person. 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.