Balchem CAO reports initial stock and option holdings
Balchem Corp’s Chief Accounting Officer Erin Leigh Gilson filed an initial ownership report listing her existing equity position in the company.
Rhea-AI Filing Summary
Balchem Corp’s Chief Accounting Officer Erin Leigh Gilson filed an initial ownership report listing her existing equity position in the company. The filing shows employee stock options covering multiple blocks of common stock with exercise prices from $74.57 to $143.43 and expirations between 2028 and 2034.
Gilson also holds 2,440 shares of common stock directly and 46 shares indirectly through a 401(k) plan as of the reported date. Footnotes describe restricted stock awards of 1,330 shares that vest after three years and 1,110 shares that vest over three years with staged annual vesting.
Positive
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Insider Trade Summary
10 transactions reported
Mixed
10 txns
Insider
Gilson Erin Leigh
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (right to buy) — 6,160 contracts (Direct);
Common Stock — 2,440 shares (Direct);
Common Stock — 46 shares (Indirect, 401(k) Plan)
Footnotes (2)
- F1. Ownership of 1,330 shares of restricted stock vests in Reporting Person 3 years following the grant dates and is further subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person. Ownership of 1,110 shares of restricted stock vests in Reporting Person over a 3-year period (25% on the first anniversary of the grant date, 25% on the second anniversary of the grant date, and 50% on the third anniversary of the grant date), subject to restrictions on transfer in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person.
- F2. Options vest 20% after one year, 40% after two years, and 40% after three years.
Key Figures
Direct common stock holdings: 2,440 shares
Indirect 401(k) holdings: 46 shares
Option block 1: 360 shares at $74.57
+4 more
7 metrics
Direct common stock holdings
2,440 shares
Total shares following transaction, direct ownership
Indirect 401(k) holdings
46 shares
Common stock held indirectly via 401(k) plan
Option block 1
360 shares at $74.57
Employee stock option, expires 2028-02-15
Option block 2
1,000 shares at $84.09
Employee stock option, expires 2029-02-13
Highest-priced option block
600 shares at $143.43
Employee stock option, expires 2034-02-08
Restricted stock grant 1
1,330 shares
Vests in full three years after grant date
Restricted stock grant 2
1,110 shares
Vests 25%, 25%, 50% over three years
Key Terms
Employee Stock Option (right to buy), Restricted Stock Grant Agreement, 401(k) Plan, Chief Accounting Officer
4 terms
Employee Stock Option (right to buy) financial
"security_title: "Employee Stock Option (right to buy)""
Restricted Stock Grant Agreement financial
"in accordance with the provisions of a Restricted Stock Grant Agreement between the Issuer and the Reporting Person"
401(k) Plan financial
"nature_of_ownership: "401(k) Plan""
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
Chief Accounting Officer financial
"officer_title: "Chief Accounting Officer""
A chief accounting officer is a senior executive responsible for overseeing a company's financial records and ensuring all accounting practices are accurate and compliant with regulations. They play a key role in preparing financial reports that help investors understand the company's financial health, much like a trusted navigator guiding a ship through complex waters. Their work ensures transparency and trust in the company's financial information.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Balchem (BCPC) Form 3 filing by Erin Leigh Gilson show?
The Form 3 shows Chief Accounting Officer Erin Leigh Gilson’s existing Balchem equity holdings, including common stock, 401(k) shares, employee stock options with various exercise prices and expirations, and restricted stock awards subject to multi-year vesting and transfer restrictions.
What employee stock options are reported for Erin Leigh Gilson in Balchem’s Form 3?
The filing lists multiple employee stock options to buy Balchem common stock, with exercise prices from $74.57 to $143.43 and expiration dates from 2028 through 2034. Each option block covers a defined number of underlying shares that remain outstanding.
Does this Balchem Form 3 show any recent buying or selling by Erin Leigh Gilson?
The Form 3 functions as an initial ownership report and lists holdings rather than explicit purchases or sales. Transactions are coded as holdings with unknown direction, indicating the focus is on disclosing existing stock, option, and restricted share positions.
AI-generated analysis. How Rhea-AI works. Not financial advice.
