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Phillips Geraint

Disclosed activity across 1 company

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93202
SEC CIK
0001960665

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BIOLIFE SOLUTIONS INCBLFS · Entity 4614SVP, Global OperationsMarch 08, 2024March 13, 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.

BIOLIFE SOLUTIONS INC

Report date March 08, 2024 · Filed March 13, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect65,998 Ending reported balance After 2024-03-12 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2024-03-08 · Grant · Acquired 11,682 · Balance 69,802

F1: The restricted stock was granted pursuant to the 2013 Performance Incentive Plan. In accordance with the terms of the grant, the restricted stock vested as to 125% of the reported number of shares reported in the reporting person's Form 4 reporting the grant based on the registrant's total shareholder return during the period beginning on January 1, 2022 through December 31, 2023 as compared to the total shareholder return of certain of the registrant's peers (such peers have been determined by the registrant's compensation committee with assistance of an outside consultant immediately prior to the grant date).

Row 2 · 2024-03-11 · Sale · Disposed 206 · Balance 69,596

F2: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Row 3 · 2024-03-12 · Sale · Disposed 3,598 · Balance 65,998

F2: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Filing footnotes · ownership attribution and instrument terms

F1: The restricted stock was granted pursuant to the 2013 Performance Incentive Plan. In accordance with the terms of the grant, the restricted stock vested as to 125% of the reported number of shares reported in the reporting person's Form 4 reporting the grant based on the registrant's total shareholder return during the period beginning on January 1, 2022 through December 31, 2023 as compared to the total shareholder return of certain of the registrant's peers (such peers have been determined by the registrant's compensation committee with assistance of an outside consultant immediately prior to the grant date).

F2: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 12, 2024 Filed Mar 13, 2024 01:44 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 3,598 $16.60 $59,726.80
Disclosure

SEC source: 0001628280-24-010746 · wk-form4_1710294237.xml · nonDerivative · entry 3

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,998

F2 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 01:44 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 206 $17.42 $3,588.52
Disclosure

SEC source: 0001628280-24-010746 · wk-form4_1710294237.xml · nonDerivative · entry 2

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,596

F2 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
March 08, 2024 Filed Mar 13, 2024 01:44 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 11,682 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-24-010746 · wk-form4_1710294237.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,802

F1 · price: The restricted stock was granted pursuant to the 2013 Performance Incentive Plan. In accordance with the terms of the grant, the restricted stock vested as to 125% of the reported number of shares reported in the reporting person's Form 4 reporting the grant based on the registrant's total shareholder return during the period beginning on January 1, 2022 through December 31, 2023 as compared to the total shareholder return of certain of the registrant's peers (such peers have been determined by the registrant's compensation committee with assistance of an outside consultant immediately prior to the grant date).

Read SEC document
February 21, 2024 Filed Feb 23, 2024 22:51 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 131 $17.35 $2,272.85
Disclosure

SEC source: 0001628280-24-006708 · wk-form4_1708728687.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,120

F1 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 08-09-2021 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
January 19, 2024 Filed Jan 23, 2024 22:30 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 1,776 $16.76 $29,765.76
Disclosure

SEC source: 0001628280-24-001984 · wk-form4_1706049012.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,251

F1 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 01-03-2023 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

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December 17, 2023 Filed Dec 19, 2023 22:54 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 211 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-042029 · wk-form4_1703026451.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,798

F1 · price: The shares of restricted stock reported herein were issued to the reporting person in lieu of a portion of cash salary at the last closing price as of the date of grant.

Read SEC document
December 03, 2023 Filed Dec 21, 2023 20:44 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 229 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-042479 · wk-form4_1703191454.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,027

F1 · price: The shares of restricted stock reported herein were issued to the reporting person in lieu of a portion of cash salary at the last closing price as of the date of grant.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 00:14 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 303 $12.37 $3,748.11
Disclosure

SEC source: 0001628280-23-040674 · wk-form4_1701735274.xml · nonDerivative · entry 2

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,587

F2 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
November 19, 2023 Filed Dec 5, 2023 00:14 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 234 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-040674 · wk-form4_1701735274.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,890

F1 · price: The shares of restricted stock reported herein were issued to the reporting person in lieu of a portion of cash salary at the last closing price as of the date of grant.

Read SEC document
November 13, 2023 Filed Nov 15, 2023 15:41 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 111 $10.66 $1,183.26
Disclosure

SEC source: 0001628280-23-039097 · wk-form4_1700062865.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,656

F1 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 08-09-2021 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
November 05, 2023 Filed Nov 13, 2023 21:41 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 262 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-038653 · wk-form4_1699911654.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,767

F1 · price: The shares of restricted stock reported herein were issued to the reporting person in lieu of a portion of cash salary at the last closing price as of the date of grant.

Read SEC document
October 22, 2023 Filed Oct 24, 2023 23:45 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 291 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-035028 · wk-form4_1698191134.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,505

F1 · price: The shares of restricted stock reported herein were issued to the reporting person in lieu of a portion of cash salary at the last closing price as of the date of grant.

Read SEC document
October 08, 2023 Filed Oct 10, 2023 21:25 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 219 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-034202 · wk-form4_1696973147.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,214

F1 · price: The shares of restricted stock reported herein were issued to the reporting person in lieu of a portion of cash salary at the last closing price as of the date of grant.

Read SEC document
September 24, 2023 Filed Oct 2, 2023 20:58 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 221 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-033499 · wk-form4_1696280285.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,995

F1 · price: The shares of restricted stock reported herein were issued to the reporting person in lieu of a portion of cash salary at the last closing price as of the date of grant.

Read SEC document
September 10, 2023 Filed Sep 12, 2023 20:49 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 328 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-032091 · wk-form4_1694551753.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,774

F1 · price: The shares of restricted stock reported herein were issued to the reporting person in lieu of a portion of cash salary at the last closing price as of the date of grant.

Read SEC document
August 27, 2023 Filed Aug 30, 2023 21:39 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 401 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-031007 · wk-form4_1693431566.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,446

F1 · price: The shares of restricted stock reported herein were issued to the reporting person in lieu of a portion of cash salary at the last closing price as of the date of grant.

Read SEC document
August 25, 2023 Filed Aug 29, 2023 21:49 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 179 $10.99 $1,967.21
Disclosure

SEC source: 0001628280-23-030910 · wk-form4_1693345751.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,045

F1 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
August 14, 2023 Filed Aug 16, 2023 20:47 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 109 $12.57 $1,370.13
Disclosure

SEC source: 0001628280-23-029684 · wk-form4_1692218854.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,224

F1 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 08-09-2021 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
May 31, 2023 Filed Jun 23, 2023 23:30 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 174 $23.21 $4,038.54
Disclosure

SEC source: 0001437749-23-018319 · rdgdoc.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,333

F1 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
May 16, 2023 Filed Jun 23, 2023 23:31 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 100 $19.41 $1,941.00
Disclosure

SEC source: 0001437749-23-018320 · rdgdoc.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,507

F1 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 08-09-2021 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
March 01, 2023 Filed Jun 23, 2023 23:33 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 844 $22.75 $19,201.00
Disclosure

SEC source: 0001437749-23-018321 · rdgdoc.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,607

F1 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 02-24-2022 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
February 21, 2023 Filed Jun 23, 2023 23:34 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 SaleCommon Stock 133 $21.47 $2,855.51
Disclosure

SEC source: 0001437749-23-018322 · rdgdoc.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,451

F1 · kind: The sale reported herein was made pursuant to a Rule 10b5-1 (c) trading plan adopted by the reporting person effective as of 08-09-2021 to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock.

Read SEC document
January 03, 2023 Filed Jan 11, 2023 00:01 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantRestricted Stock Award · Derivative 21,222 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-23-000816 · rdgdoc.xml · derivative · entry 2

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,222

Underlying: Common Stock · 21,222 shares

Expires not disclosed

F2 · shares: The restricted stock was granted pursuant to the Plan. The restricted stock will vest as to between 0% and 200% of the reported number of shares in Column 5 based on the registrant's total shareholder return during the period beginning on January 1, 2023 through December 31, 2024 as compared to the total shareholder return of certain of the registrant's peers (such peers have been determined by the registrant's compensation committee with assistance of an outside consultant immediately prior to the grant date) and will vest on the date on which the registrant's board of directors determine the total shareholder return for the period.

F2 · derivative.exercise_date: The restricted stock was granted pursuant to the Plan. The restricted stock will vest as to between 0% and 200% of the reported number of shares in Column 5 based on the registrant's total shareholder return during the period beginning on January 1, 2023 through December 31, 2024 as compared to the total shareholder return of certain of the registrant's peers (such peers have been determined by the registrant's compensation committee with assistance of an outside consultant immediately prior to the grant date) and will vest on the date on which the registrant's board of directors determine the total shareholder return for the period.

F2 · derivative.expiration_date: The restricted stock was granted pursuant to the Plan. The restricted stock will vest as to between 0% and 200% of the reported number of shares in Column 5 based on the registrant's total shareholder return during the period beginning on January 1, 2023 through December 31, 2024 as compared to the total shareholder return of certain of the registrant's peers (such peers have been determined by the registrant's compensation committee with assistance of an outside consultant immediately prior to the grant date) and will vest on the date on which the registrant's board of directors determine the total shareholder return for the period.

Read SEC document
January 03, 2023 Filed Jan 11, 2023 00:01 UTC BIOLIFE SOLUTIONS INC BLFS · Entity 4614 GrantCommon Stock 21,222 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-23-000816 · rdgdoc.xml · nonDerivative · entry 1

Phillips Geraint · CIK 0001960665 · SVP, Global Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,584

F1 · price: The restricted stock was granted pursuant to the BioLife Solutions 2013 Performance Incentive Plan (the "Plan") and vests 25% on the first anniversary of the grant date and thereafter quarterly, in 12 equal quarterly installments. The restricted stock was granted to the reporting person as part of 2023 compensation.

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.