Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIOLIFE SOLUTIONS INCBLFS · Entity 4614 | SVP, Global Operations | March 08, 2024 | March 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,998 |
Ending reported balance
After 2024-03-12 transaction · row 3
3 source rows · reconciled sequenceRow 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
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 12, 2024 Filed Mar 13, 2024 01:44 UTC | BIOLIFE SOLUTIONS INC BLFS · Entity 4614 | SaleCommon Stock | 3,598 | $16.60 | $59,726.80 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| December 17, 2023 Filed Dec 19, 2023 22:54 UTC | BIOLIFE SOLUTIONS INC BLFS · Entity 4614 | GrantCommon Stock | 211 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.