Balchem Corp SEC Filings

Balchem (BCPC) disclosed an insider Form 4 for SVP/GM, Human Nutrition & Health, reporting a Code F transaction on 10/31/2025. The filing shows 1,085 shares of common stock were withheld at $153.39 per share to cover taxes upon vesting of restricted shares granted on 10/31/2022.

Following the transaction, the officer beneficially owns 5,645 shares directly and 415 shares indirectly via a 401(k) plan.

Balchem Corp (BCPC) reported that its SVP and Chief R&D Officer acquired 2,500 shares of common stock on 10/20/2025 via a restricted stock grant at $0 per share. Following the transaction, the reporting person beneficially owns 2,500 shares, held directly.

The award vests ratably over three years—25% on the first anniversary, 25% on the second, and 50% on the third—subject to transfer restrictions under a Restricted Stock Grant Agreement.

Balchem Corp (BCPC) filed a Form 3 for an officer. The reporting person, identified as the company’s SVP and Chief R&D Officer, reported initial beneficial ownership status as of 10/20/2025 and disclosed no securities are beneficially owned.

The filing was made by one reporting person. An Exhibit 24 Power of Attorney is attached, and the form was signed by an attorney-in-fact.

Balchem (BCPC) reported stronger Q3 2025 results. Net sales rose to $267.6 million from $239.9 million, and net earnings increased to $40.3 million from $33.8 million. Diluted EPS was $1.24 versus $1.03. Gross margin expanded as cost of sales rose more slowly than revenue, lifting earnings from operations to $54.6 million from $48.0 million.

Growth was broad-based: Human Nutrition & Health sales were $174.1 million, Animal Nutrition & Health $56.4 million, and Specialty Products $35.7 million. For the nine months, operating cash flow reached $149.3 million, supporting share repurchases and debt reduction. The revolving loan balance declined to $154.0 million from $190.0 million, while cash increased to $65.1 million. Year‑to‑date, the company repurchased 333,594 shares at an average cost of $161.90.

The company noted an EU anti‑dumping investigation into choline chloride imports from China, with proposed definitive duties of 90.0% to 115.9% and final measures expected by the end of 2025. As of October 13, 2025, shares outstanding were 32,386,260.

Balchem Corporation furnished an update on its business by reporting earnings for the quarter ended September 30, 2025. The company issued a press release with the results, which is attached as Exhibit 99.1.

The disclosure was provided under Item 2.02 and is designated as “furnished,” meaning it is not deemed filed under Section 18 of the Exchange Act. Balchem’s common stock trades on Nasdaq under the symbol BCPC.

Balchem Corp. (BCPC) EVP, Chief Legal Officer & Secretary Hatsuki Miyata filed a Form 4 reporting an internal share withholding associated with restricted-stock vesting.

• Transaction: On 07/25/2025, 483 common shares were automatically withheld (code “F”) to satisfy tax obligations at a reported price of $148.82, representing roughly $72 k of tax value.
• Post-transaction ownership: 6,189 shares held directly; 462 shares held indirectly through the company 401(k) plan.
• Interpretation: Code F is a non-discretionary event; no open-market buying or selling occurred, so investment signal is neutral.

No derivative securities were involved and there is no impact on Balchem’s capital structure.

Balchem Corporation held its Annual Meeting of Shareholders on June 18, 2025, where three significant matters were put to vote:

• Board Elections: Three Class 1 directors were elected to serve until 2028: - Theodore L. Harris (24.9M votes for) - Monica Vicente (26.4M votes for) - Matthew Wineinger (26.1M votes for)
• Auditor Appointment: Shareholders strongly approved RSM US LLP as the independent registered public accounting firm for FY2025, with 28.8 million votes in favor (98.2% approval)
• Executive Compensation: The say-on-pay vote passed with 25.4 million votes in favor (93.6% of votes cast), showing strong shareholder support for the company's executive compensation practices

All proposals received substantial shareholder approval, indicating strong governance alignment and shareholder satisfaction with the company's direction.