Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIO-RAD LABORATORIES, INC.BIO BIOB · Entity 2247 | 10% owner · Director Emeritus | August 26, 2024 | August 28, 2024 |
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.
BIO-RAD LABORATORIES, INC.
Report date August 26, 2024 · Filed August 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Bio-Rad A Common StockSEC Table I · non-derivative | IndirectBy Alice N. Schwartz Revocable Trust | 1,781,356 |
Reported balance
After 2024-08-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-08-26 · Gift · Disposed 3,190 · Balance 1,781,356 |
| Bio-Rad B Common StockSEC Table I · non-derivative | IndirectBy Alice N. Schwartz Revocable Trust | 437,510 |
Reported balance
After 2024-08-26 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2024-08-26 · Gift · Disposed 342 · Balance 437,510 |
| Bio-Rad A Common StockSEC Table I · non-derivative | IndirectBy David Schwartz Exemption Trust | 90 |
Reported balance
Holding disclosure · report date 2024-08-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 90 |
| Bio-Rad A Common StockSEC Table I · non-derivative | IndirectBy David Schwartz Exempt Martial Trust | 240 |
Reported balance
Holding disclosure · report date 2024-08-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 240 |
| Bio-Rad A Common StockSEC Table I · non-derivative | IndirectBy David Schwartz Non-Exempt Martial Trust | 898,931 |
Reported balance
Holding disclosure · report date 2024-08-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 898,931 |
| Bio-Rad A Common StockSEC Table I · non-derivative | IndirectBy Charitable Remainder Unitrust | 34,311 |
Reported balance
Holding disclosure · report date 2024-08-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 34,311 |
| Bio-Rad B Common StockSEC Table I · non-derivative | IndirectBy David Schwartz Non-Exempt Martial Trust | 57,000 |
Reported balance
Holding disclosure · report date 2024-08-26 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 57,000 |
| Bio-Rad B Common StockSEC Table I · non-derivative | IndirectBy Blue Raven Partners, L.P. | 4,060,054 |
Reported balance
Holding disclosure · report date 2024-08-26 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 4,060,054 F1: The shares are held by a limited partnership of which the reporting person is a limited and general partner. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are held by a limited partnership of which the reporting person is a limited and general partner.
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 |
|---|---|---|---|---|---|---|
| August 26, 2024 Filed Aug 28, 2024 23:44 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-015814 · form4.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · 10% owner · Director Emeritus 10b5-1 filing: No plan indicated Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 437,510 Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 23:44 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad A Common Stock | 3,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-015814 · form4.xml · nonDerivative · entry 1 SCHWARTZ ALICE N · CIK 0001248076 · 10% owner · Director Emeritus 10b5-1 filing: No plan indicated Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 1,781,356 Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 21:26 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022075 · form4.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · 10% owner · Director Emeritus 10b5-1 filing: No plan indicated Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 437,852 Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 21:26 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad A Common Stock | 3,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022075 · form4.xml · nonDerivative · entry 1 SCHWARTZ ALICE N · CIK 0001248076 · 10% owner · Director Emeritus 10b5-1 filing: No plan indicated Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 1,784,546 Read SEC document |
| November 07, 2022 Filed Nov 22, 2022 01:53 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022604 · form4.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · 10% owner · Director Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 438,146 Read SEC document |
| November 07, 2022 Filed Nov 22, 2022 01:53 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad A Common Stock | 2,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022604 · form4.xml · nonDerivative · entry 1 SCHWARTZ ALICE N · CIK 0001248076 · 10% owner · Director Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 1,787,816 Read SEC document |
| November 09, 2021 Filed Nov 23, 2021 19:29 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011446 · form4.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 438,398 Read SEC document |
| November 09, 2021 Filed Nov 23, 2021 19:29 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad A Common Stock | 1,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011446 · form4.xml · nonDerivative · entry 1 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 1,790,455 Read SEC document |
| December 07, 2020 Filed Dec 14, 2020 18:09 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad A Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-20-006296 · form4.xml · nonDerivative · entry 1 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 1,791,821 Read SEC document |
| December 07, 2020 Filed Dec 21, 2020 16:08 UTC Amendment | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad A Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-20-006501 · form4a.xml · nonDerivative · entry 1 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 1,791,821 F1 · shares: The Form 4 is being amended only to add the reporting person's name on the signature line. Read SEC document |
| December 04, 2020 Filed Dec 14, 2020 18:09 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-20-006296 · form4.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 438,518 Read SEC document |
| December 04, 2020 Filed Dec 21, 2020 16:08 UTC Amendment | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-20-006501 · form4a.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 438,518 F1 · shares: The Form 4 is being amended only to add the reporting person's name on the signature line. Read SEC document |
| December 03, 2019 Filed Dec 27, 2019 23:04 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-19-000025 · edgar.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 438,680 Read SEC document |
| December 03, 2019 Filed Dec 27, 2019 23:04 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad A Common Stock | 2,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-19-000025 · edgar.xml · nonDerivative · entry 1 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 1,793,621 Read SEC document |
| December 10, 2018 Filed Jan 3, 2019 23:25 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-19-000002 · edgar.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 438,920 Read SEC document |
| December 10, 2018 Filed Jan 3, 2019 23:25 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad A Common Stock | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-19-000002 · edgar.xml · nonDerivative · entry 1 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 1,796,311 Read SEC document |
| December 05, 2017 Filed Dec 28, 2017 17:05 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-17-000020 · edgar.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 439,244 Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:18 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | OtherBio-Rad B Common Stock | 41,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-17-000008 · edgar.xml · nonDerivative · entry 9 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By DANSA Partners LTD Disclosed balance after: 0 F2 · shares: Distribution of shares by DANSA Partners LTD to its limited partners. The reporting person is a general partner of DANSA Partners LTD. Read SEC document |
| December 09, 2016 Filed Dec 30, 2016 23:20 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-16-000044 · edgar.xml · nonDerivative · entry 6 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 439,562 Read SEC document |
| September 12, 2016 Filed Oct 5, 2016 23:33 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad A Common Stock | 6,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001652252-16-000124 · edgar.xml · nonDerivative · entry 1 SCHWARTZ ALICE N · CIK 0001248076 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alice N. Schwartz Revocable Trust Disclosed balance after: 1,800,281 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.