Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALCHEM CORPBCPC · Entity 3839 | Director | February 08, 2024 | February 12, 2024 |
| Elanco Animal Health IncELAN · Entity 3457 | Ex VP Prs US Pet Hlth Com Op | November 30, 2021 | December 02, 2021 |
| PHIBRO ANIMAL HEALTH CORPPAHC · Entity 4671 | Director | January 21, 2025 | January 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.
BALCHEM CORP
Report date February 08, 2024 · Filed February 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,776 |
Reported balance
After 2024-02-08 transaction · row 1
1 source rowRow 1 · 2024-02-08 · Grant · Acquired 540 · Balance 2,776 F1: 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. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $143.43 · Expires 2034-02-08 | Direct | 1,730 |
Reported balance
After 2024-02-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-02-08 · Grant · Acquired 1,730 · Balance 1,730 F2: Options vest 20% Year 1; 40% Year 2; and 40% Year 3 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Options vest 20% Year 1; 40% Year 2; and 40% Year 3
Elanco Animal Health Inc
Report date November 30, 2021 · Filed December 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,628 |
Reported balance
After 2021-11-30 transaction · row 1
1 source rowRow 1 · 2021-11-30 · Tax withholding · Disposed 1,153 · Balance 34,628 |
PHIBRO ANIMAL HEALTH CORP
Report date January 21, 2025 · Filed January 28, 2025
This filing explicitly reported no securities owned.
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 08, 2024 Filed Feb 12, 2024 23:46 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,730 | $0.00 Strike: $143.43 | $0.00 |
DisclosureSEC source: 0001140361-24-007128 · form4.xml · derivative · entry 2 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,730 Underlying: Common Stock · 1,730 shares Expires 2034-02-08 F2 · 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 23:46 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-007128 · form4.xml · nonDerivative · entry 1 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,776 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 08, 2023 Filed Feb 10, 2023 22:20 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,790 | $0.00 Strike: $138.09 | $0.00 |
DisclosureSEC source: 0001140361-23-006026 · form4.xml · derivative · entry 2 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790 Underlying: Common Stock · 1,790 shares Expires 2033-02-08 F2 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2; and 40% Year 3 Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 22:20 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-006026 · form4.xml · nonDerivative · entry 1 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,236 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 10, 2022 Filed Feb 14, 2022 14:09 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 1,747 | $0.00 Strike: $138.07 | $0.00 |
DisclosureSEC source: 0001140361-22-005096 · form4.xml · derivative · entry 2 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,817 Underlying: Common Stock · 1,747 shares Expires 2032-02-11 F2 · 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 14:09 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-005096 · form4.xml · nonDerivative · entry 1 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,706 F1 · shares: Ownership of the restricted stock does not vest in reporting person until four years from the grant date and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Company and the reporting person. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 17:15 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | Tax withholdingCommon Stock | 1,153 | $28.74 | $33,137.22 |
DisclosureSEC source: 0001179110-21-010537 · edgar.xml · nonDerivative · entry 1 Lee Joyce J. · CIK 0001567830 · Ex VP Prs US Pet Hlth Com Op 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,628 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:04 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 8,492 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-21-000184 · edgar.xml · nonDerivative · entry 1 Lee Joyce J. · CIK 0001567830 · Ex VP Prs US Pet Hlth Com Op 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,781 F1 · price: Grant of restricted stock units pursuant to the 2018 Elanco Stock Plan on March 1, 2021, one-third vesting on March 1, 2022, one-third vesting on March 1, 2023, and the remaining vesting on March 1, 2024. Read SEC document |
| February 11, 2021 Filed Feb 17, 2021 02:50 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 2,124 | $0.00 Strike: $119.13 | $0.00 |
DisclosureSEC source: 0001140361-21-005111 · form4.xml · derivative · entry 2 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,070 Underlying: Common Stock · 2,124 shares Expires 2031-02-11 F2 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2; and 40% Year 3. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:49 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 12,102 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-20-000396 · edgar.xml · nonDerivative · entry 3 Lee Joyce J. · CIK 0001567830 · Ex VP Prs US Pet Hlth Com Op 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,289 F3 · shares: Grant of restricted stock units pursuant to the 2018 Elanco Stock Plan on October 1, 2020, vesting on November 30, 2023. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:49 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 11,261 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-20-000396 · edgar.xml · nonDerivative · entry 2 Lee Joyce J. · CIK 0001567830 · Ex VP Prs US Pet Hlth Com Op 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,187 F2 · shares: Grant of restricted stock units pursuant to the 2018 Elanco Stock Plan on October 1, 2020, vesting on November 30, 2022. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:49 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 3,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-20-000396 · edgar.xml · nonDerivative · entry 1 Lee Joyce J. · CIK 0001567830 · Ex VP Prs US Pet Hlth Com Op 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,926 F1 · shares: Grant of restricted stock units pursuant to the 2018 Elanco Stock Plan on October 1, 2020, vesting on November 30, 2021. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 15:47 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantStock Option · Derivative | 2.946 | $0.00 Strike: $111.94 | $0.00 |
DisclosureSEC source: 0001140361-20-003482 · form4.xml · derivative · entry 2 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,946 Underlying: Common Stock · 2.946 shares Expires 2030-02-13 F2 · derivative.exercise_date: Options vest 20% Year 1; 40% Year 2; and 40% Year 3. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 15:47 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-003482 · form4.xml · nonDerivative · entry 1 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607 F1 · shares: Ownership of the restricted stock does not vest in reporting person until three years from the grant date and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Company and the reporting person. Read SEC document |
| February 02, 2011 Filed Feb 17, 2021 02:50 UTC | BALCHEM CORP BCPC · Entity 3839 | GrantCommon Stock | 590 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-005111 · form4.xml · nonDerivative · entry 1 Lee Joyce J. · CIK 0001567830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,197 F1 · shares: Ownership of the restricted stock does not vest in reporting person until four years from the grant date and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Company and 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.