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 | 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 B Common StockSEC Table I · non-derivative | Direct | 25,234 |
Reported balance
After 2024-08-26 transaction · row 3
1 source rowRow 3 · 2024-08-26 · Gift · Acquired 57 · Balance 25,234 |
| Bio-Rad B Common StockSEC Table I · non-derivative | IndirectBy Spouse | 13,006 |
Reported balance
After 2024-08-26 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-08-26 · Gift · Acquired 57 · Balance 13,006 F1: The reporting person disclaims beneficial ownership of these shares. |
| Bio-Rad A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,498.0335 |
Reported balance
Holding disclosure · report date 2024-08-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,498.0335 F1: The reporting person disclaims beneficial ownership of these shares. |
| Bio-Rad A Common StockSEC Table I · non-derivative | Direct | 362,146 |
Reported balance
Holding disclosure · report date 2024-08-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 362,146 |
| 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 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,060,054 F2: The shares are held by a limited partnership of which the reporting person is a limited and general partner. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these shares.
F2: The shares are held by a limited partnership of which the reporting person is a limited and general partner. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
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 23:47 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-015818 · form4.xml · nonDerivative · entry 4 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 13,006 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 23:47 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-015818 · form4.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,234 Read SEC document |
| December 05, 2023 Filed Dec 14, 2023 16:40 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022552 · form4.xml · nonDerivative · entry 4 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 12,949 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| December 05, 2023 Filed Dec 14, 2023 16:40 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022552 · form4.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,177 Read SEC document |
| May 03, 2023 Filed May 1, 2024 15:52 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | SaleBio-Rad A Common Stock | 320 | $463.86 | $148,435.20 |
DisclosureSEC source: 0001062993-24-009134 · form4.xml · nonDerivative · entry 1 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,498.0335 F1 · balance_after: Total reflects the number of shares beneficially owned by the insider as of the date of the report. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| November 07, 2022 Filed Dec 7, 2022 16:07 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-023474 · form4.xml · nonDerivative · entry 4 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 12,900 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| November 07, 2022 Filed Dec 7, 2022 16:07 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-023474 · form4.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,128 Read SEC document |
| November 09, 2021 Filed Nov 23, 2021 19:28 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011444 · form4.xml · nonDerivative · entry 4 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 12,858 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| November 09, 2021 Filed Nov 23, 2021 19:28 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011444 · form4.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,086 Read SEC document |
| December 04, 2020 Filed Dec 18, 2020 00:50 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-20-006438 · form4.xml · nonDerivative · entry 4 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 12,838 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| December 04, 2020 Filed Dec 18, 2020 00:50 UTC | BIO-RAD LABORATORIES, INC. BIO BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-20-006438 · form4.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,066 Read SEC document |
| December 03, 2019 Filed Dec 27, 2019 23:34 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-19-000031 · edgar.xml · nonDerivative · entry 4 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 12,811 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| December 03, 2019 Filed Dec 27, 2019 23:34 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-19-000031 · edgar.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,039 Read SEC document |
| December 10, 2018 Filed Jan 3, 2019 23:33 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-19-000006 · edgar.xml · nonDerivative · entry 4 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 12,771 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| December 10, 2018 Filed Jan 3, 2019 23:33 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-19-000006 · edgar.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,999 Read SEC document |
| December 05, 2017 Filed Jan 9, 2018 19:15 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-18-000002 · edgar.xml · nonDerivative · entry 4 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 12,717 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| December 05, 2017 Filed Jan 9, 2018 19:15 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-18-000002 · edgar.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,945 Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:40 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | OtherBio-Rad B Common Stock | 20,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001315406-17-000010 · edgar.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,892 F2 · shares: Distribution from DANSA Partners LTD to the reporting person who is a limited partner. Read SEC document |
| December 09, 2016 Filed Jan 6, 2017 21:35 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001652252-17-000002 · edgar.xml · nonDerivative · entry 4 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 12,664 F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| December 09, 2016 Filed Jan 6, 2017 21:35 UTC | BIO-RAD LABORATORIES, INC. BIO, BIOB · Entity 2247 | GiftBio-Rad B Common Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001652252-17-000002 · edgar.xml · nonDerivative · entry 3 SCHWARTZ STEVEN D · CIK 0000940804 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,304 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.