biote (BTMD) director receives 130,000 options and 37,777 deferred RSUs
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
biote Corp. director Dana Lynn Jacoby received new equity awards. She was granted stock options for 130,000 shares of Class A Common Stock at an exercise price of $2.20 per share, expiring on May 11, 2036. These options vest on the earlier of May 12, 2027 or the day prior to the company’s 2027 annual stockholders meeting, subject to continued service.
She also received 37,777 Deferred Settlement RSUs, each economically equivalent to one share of Class A Common Stock. These RSUs are fully vested upon grant, with settlement deferred until calendar year 2027 or her separation from service, whichever occurs first. Following these awards, she holds 130,000 options and 59,364 Deferred Settlement RSUs directly.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Jacoby Dana Lynn
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Deferred Settlement RSU | 37,777 | $0.00 | -- |
| Grant/Award | Stock Option (Right to Buy) | 130,000 | $0.00 | -- |
Holdings After Transaction:
Deferred Settlement RSU — 59,364 shares (Direct, null);
Stock Option (Right to Buy) — 130,000 shares (Direct, null)
Footnotes (1)
- Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock. The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred until the earlier of calendar year 2027 or the date of the Reporting Person's separation from service. All shares subject to the option award shall vest on the earlier of May 12, 2027 or the day prior to the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such vesting date.
Key Figures
Stock options granted: 130,000 options
Option exercise price: $2.20 per share
Option vesting date: May 12, 2027
+3 more
6 metrics
Stock options granted
130,000 options
Exercise price $2.20, expire May 11, 2036
Option exercise price
$2.20 per share
Class A Common Stock underlying options
Option vesting date
May 12, 2027
Or day before 2027 annual stockholders meeting
Deferred Settlement RSUs granted
37,777 RSUs
Each equivalent to one share of Class A Common Stock
RSU settlement timing
Calendar year 2027
Or on separation from service, whichever occurs first
RSUs held after grant
59,364 RSUs
Total Deferred Settlement RSUs following transaction
Key Terms
Deferred Settlement RSU, economic equivalent, exercise price, vest, +1 more
5 terms
Deferred Settlement RSU financial
"The Deferred Settlement RSUs are fully vested upon grant, but settlement will be deferred..."
economic equivalent financial
"Each Deferred Settlement RSU is the economic equivalent of one share of Issuer Class A Common Stock."
exercise price financial
"conversion_or_exercise_price": "2.2000""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
vest financial
"All shares subject to the option award shall vest on the earlier of May 12, 2027..."
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
separation from service financial
"settlement will be deferred until the earlier of calendar year 2027 or the date of the Reporting Person's separation from service."
FAQ
What equity awards did biote (BTMD) director Dana Lynn Jacoby receive?
Dana Lynn Jacoby received stock options on 130,000 shares at an exercise price of $2.20 and 37,777 Deferred Settlement RSUs. Each RSU is economically equivalent to one share of Class A Common Stock, providing additional equity-based compensation.
When do Dana Lynn Jacoby’s new biote (BTMD) stock options vest?
All 130,000 stock options vest on the earlier of May 12, 2027 or the day before biote’s 2027 annual stockholders meeting. Vesting is conditioned on her continuous service with the company through the applicable vesting date.
How are the biote (BTMD) Deferred Settlement RSUs structured for Dana Lynn Jacoby?
The 37,777 Deferred Settlement RSUs are fully vested at grant but settle later. Settlement occurs in calendar year 2027 or on the date of her separation from service, whichever comes first, aligning payout timing with future service or departure.
What does each Deferred Settlement RSU represent for biote (BTMD) director Dana Lynn Jacoby?
Each Deferred Settlement RSU is the economic equivalent of one share of biote’s Class A Common Stock. This means the RSUs mirror the value of actual shares, giving her equity-linked compensation without immediate share issuance.
What are Dana Lynn Jacoby’s holdings after these biote (BTMD) equity awards?
After the reported awards, she directly holds stock options on 130,000 shares and 59,364 Deferred Settlement RSUs. These positions reflect her derivative-based exposure to biote’s Class A Common Stock rather than immediate ownership of common shares.