Bioventus (BVS) director and 10% owner reports RSU grant and vesting-related share exercise
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Bioventus Inc. director and 10% owner John A. Bartholdson reported equity compensation and vesting-related transactions with no open-market buying or selling. He received a grant of 25,146 restricted stock units, each representing one share of Class A common stock, at no cash cost.
On a prior date, 32,282 restricted stock units vested and were exercised into 32,282 shares of Class A common stock, leaving no units remaining from that award and resulting in 111,902 directly held shares. He also reports indirect ownership of 6,939,357 shares through Juniper investment entities, over which he shares voting and dispositive power and disclaims beneficial ownership beyond his pecuniary interest. The new RSU grant will vest on the earlier of the day immediately preceding the first Annual Meeting of Stockholders after grant or the first anniversary of grant, subject to continued board service.
Positive
- None.
Negative
- None.
Insider Trade Summary
32,282 shares exercised/converted
Mixed
4 txns
Insider
Bartholdson John A.
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Stock Units | 25,146 | $0.00 | -- |
| Exercise | Restricted Stock Units | 32,282 | $0.00 | -- |
| Exercise | Class A Common Stock | 32,282 | $0.00 | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 25,146 shares (Direct, null);
Class A Common Stock — 111,902 shares (Direct, null);
Class A Common Stock — 6,939,357 shares (Indirect, See Footnotes)
Footnotes (1)
- Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,239,076 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. The RSUs vested on June 2, 2026. The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.
Key Figures
New RSU grant: 25,146 units
RSUs exercised: 32,282 units
Direct shares after exercise: 111,902 shares
+5 more
8 metrics
New RSU grant
25,146 units
Restricted stock units granted as board compensation
RSUs exercised
32,282 units
RSUs vested and converted into Class A common stock
Direct shares after exercise
111,902 shares
Class A common stock directly owned following transactions
Indirect Juniper holdings
6,939,357 shares
Class A shares held by Juniper entities associated with Bartholdson
Juniper Fund holdings
4,624,431 shares
Class A common stock held by Juniper Targeted Opportunity Fund, L.P.
Juniper Targeted Opportunities
2,239,076 shares
Class A common stock held by Juniper Targeted Opportunities, L.P.
Juniper Multi-Strategy
75,850 shares
Class A common stock held by Juniper Multi-Strategy Fund, L.P.
RSU vest date
June 2, 2026
Date on which a reported RSU award vested
Key Terms
Restricted Stock Units, derivative security, voting and dispositive power, pecuniary interest, +1 more
5 terms
Restricted Stock Units financial
"Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
derivative security financial
"Transaction code M is described as an exercise or conversion of derivative security."
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
voting and dispositive power financial
"The Reporting Person ... shares voting and dispositive power with respect to the shares held by the Juniper Entities."
pecuniary interest financial
"The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein."
Annual Meeting of Stockholders financial
"The RSUs shall vest and become exercisable on the earlier of the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant."
FAQ
What insider transactions did John A. Bartholdson report at Bioventus (BVS)?
John A. Bartholdson reported equity compensation and vesting-related activity, not market trades. He received 25,146 new restricted stock units and exercised 32,282 previously granted units into 32,282 shares of Class A common stock as part of his director compensation.
How many restricted stock units did Bartholdson receive from Bioventus (BVS)?
He received a grant of 25,146 restricted stock units. Each unit represents a contingent right to one share of Class A common stock. This award is part of his director compensation and vests on a board-service-based schedule described in the disclosure.
When do John A. Bartholdson’s new Bioventus (BVS) RSUs vest?
The new restricted stock units vest on the earlier of the day immediately before the first Annual Meeting of Stockholders after grant or the first anniversary of grant. Vesting requires that he continue serving on the Bioventus board through the applicable vesting date.
What are the Juniper entities mentioned in John A. Bartholdson’s Bioventus (BVS) filing?
The Juniper entities are investment funds that collectively hold 6,939,357 Bioventus Class A shares. They include Juniper Targeted Opportunity Fund, Juniper Targeted Opportunities, and Juniper Multi-Strategy. Bartholdson shares voting and dispositive power and disclaims beneficial ownership beyond his pecuniary interest.