Procedure demand is stabilizing, but the recovery is slower than planned.
BTMD Biote Corp. Class A Common Stock
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
BTMD
—
—
Key stats
Related
About
- Industry (SIC)
- MEDICINAL CHEMICALS & BOTANICAL PRODUCTS (2833) · industry map
- Exchange
- XNAS
- Market Cap
- $0.0B
- Employees
- 223
- List Date
- 2022-05-27
- CIK
- 0001819253
- Headquarters
- Irving, TX
- Homepage
- https://www.biote.com
Biote Corp operates a growth practice-building business within the hormone optimization space. It provides the necessary components to enable Biote-certified practitioners to establish, build, and successfully implement a program designed to optimize hormone levels using personalized solutions for their patient populations. The company provides support to medical practitioners through training, practice development, and operational services to establish and manage hormone therapy centers. Its activities include educating practitioners on identifying and treating hormone-related conditions. The…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|
| Jan | -- | 14.40% | -19.87% | -15.59% | -15.38% | -9.11% |
| Feb | -- | 8.50% | 48.75% | -17.39% | -6.61% | 8.31% |
| Mar | -- | 32.55% | -0.68% | -21.46% | -35.71% | -6.33% |
| Apr | -- | 11.38% | -3.67% | -8.26% | 55.24% | 13.67% |
| May | 3.01% | -11.20% | 17.88% | 5.81% | -8.68% | 1.36% |
| Jun | -31.33% | 25.42% | 11.49% | 13.56% | -10.43% | 1.74% |
| Jul | -5.46% | 0.74% | 7.16% | -1.21% | 13.07% | 2.86% |
| Aug | -1.12% | -30.52% | -16.04% | -11.57% | -28.38% | -17.53% |
| Sep | -2.95% | 3.43% | -6.84% | -12.54% | -27.54% | -9.29% |
| Oct | 3.21% | 6.60% | -6.93% | -3.69% | -4.31% | -1.02% |
| Nov | -7.85% | -6.38% | 26.39% | -4.42% | -7.96%* | -0.04% |
| Dec | -8.47% | 0.41% | -10.82% | 1.56% | -- | -4.33% |
| Total | -44.13% | 48.06% | 31.78% | -56.88% | -66.66% | -17.57% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $1.11
SMA 50: $1.26
SMA 200: $1.80
Current: $1.04
EMA 12: $1.13
EMA 26: $1.16
MACD: -0.0328 | Signal: 0.0134
BEARISH
ADX (14): 20.20
WEAK TREND
+DI: 14.50
−DI: 20.99
Momentum Oscillators
RSI (14): 40.82
NEUTRAL
Stoch %K: 52.57
Stoch %D: 53.70
Williams %R: -80.39
Volume & Volatility
BB Upper: $1.21
BB Lower: $1.01
NEUTRAL
OBV: -6,658,192
Vol SMA 20: 112,587
Vol ROC: 111.91%
ATR: $0.11
True Range: $0.24
HV 20: 94.9%
HV 30: 80.6%
HV 60: 76.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-06T00:00:00 – 2026-11-04T00:00:00
AI Analysis
LLM Stock Analysis Report: BTMD
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 6/10)
Key Drivers:
- Bearish MACD signal and histogram
- Overbought RSI (14) and Williams %R indicators
- Low volume and OBV suggest selling pressure
Primary Risks:
- High volatility, which may exacerbate price movements
- Next earnings release is a significant catalyst, with potential to drive stock price changes
Recent News Sentiment Impact: No recent news available, but upcoming earnings release may impact stock price.
Technical Analysis
Trend Direction: Short-term: BEARISH (last 4 weeks), Medium-term: NEUTRAL (last 3 months), Long-term: BULLISH (last 12 months)
Support/Resistance Levels:
- Lower band (Bollinger Bands): $2.70
- Middle band: $2.98
- Upper band: $3.26
Momentum Signals:
- RSI interpretation: Neutral (40.13)
- MACD signal: Bearish (-0.12 / Signal: 0.00 / Histogram: -0.12)
- Bollinger Bands position: Squeeze
Volume Analysis: Volume trends and institutional interest signals:
- Low volume and OBV suggest selling pressure
- Volume Rate of Change: -19.57%
News & Sentiment Analysis
Recent Headlines Summary: No recent news available.
Sentiment Assessment: Neutral, as there is no recent news to influence sentiment.
Catalyst Identification: Upcoming earnings release (2025-11-11) may drive stock price changes.
Market Narrative: The lack of recent news creates uncertainty, while the bearish MACD signal and overbought RSI indicators suggest potential selling pressure.
Risk & Volatility Assessment
Beta Interpretation: High risk relative to market (beta: 1.40)
Volatility Regime: High volatility - stock moves more than market (0.77)
Options Market Signals: No options data available.
Downside Protection: Support levels and risk management considerations:
- Lower band (Bollinger Bands): $2.70
- SMA 20: $2.98
Market Context & Positioning
Sector Performance: Not applicable, as BTMD is not a sector-specific stock.
Institutional Activity: No recent institutional activity signals or volume patterns available.
Correlation Analysis: BTMD has a high correlation with the market (R-squared interpretation).
Relative Valuation: Position within trading range:
- Relative to SMA 20: Below
- Relative to SMA 50: Below
Key Levels & Action Items
Critical Price Levels:
- Lower band (Bollinger Bands): $2.70
- Middle band: $2.98
- Upper band: $3.26
Breakout/Breakdown Levels: None available.
Time-Sensitive Catalysts: Upcoming earnings release (2025-11-11).
Risk Management: Stop-loss levels and position sizing considerations:
- Risk-reward ratio: 1:2
- Stop-loss level: Below lower band ($2.70)
Note: This report is an analysis of the provided data, and any trading decisions should be made with caution and in accordance with individual risk tolerance and investment goals.
Generated
News
All BTMD news →
BTMD Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 1.4871
Alpha: -86.60%
Correlation: 0.2632
R-Squared: 6.9%
Stock Volatility: 76.8%
Market Volatility: 13.6%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own BTMD
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $824K | #2983 of 3716 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $569K | #4327 of 6285 | new | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $435K | #2650 of 3138 | -13.5% | 13F | |
| Point72 Hedge fund Steve Cohen | $28K | #1904 of 1945 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
BTMD Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
BTMD Insider Trading (Form 4)
Latest: 2026-08-12Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-12 | Marc D Beer | Executive Chairman | Buy (P) | +131,950 | $1.53 | $202.2K | EDGAR |
| 2026-06-16 | Robert Charles Peterson | Interim CEO | Grant (A) | +206,746 opt | — | EDGAR | |
| 2026-06-10 | Marc D Beer | Executive Chairman | Grant (A) | +114,157 opt | — | EDGAR | |
| 2026-06-10 | Bret Christensen | Director | Grant (A) | +130,000 opt | — | EDGAR | |
| 2026-05-14 | Andrew R Heyer | Director | Grant (A) | +165,259 RSU | — | EDGAR | |
| 2026-05-13 | Marc D Beer | Director | Grant (A) | +195,000 opt | — | EDGAR | |
| 2026-05-13 | Richard R Barrera | Director | Grant (A) | +121,452 opt | — | EDGAR | |
| 2026-05-13 | Dana Lynn Jacoby | Director | Grant (A) | +167,777 RSU | — | EDGAR | |
| 2026-05-13 | Debra L Morris | Director | Exer (M) | +21,407 | — | EDGAR | |
| 2026-05-13 | Stephen Mark Cone | Director | Grant (A) | +161,481 RSU | — | EDGAR | |
| 2026-05-04 | Daniel Michael Monico | General Counsel | Grant (A) | +88,800 opt | — | EDGAR | |
| 2026-04-03 | Bret Christensen | Chief Executive Officer | Grant (A) | +441,653 opt | — | EDGAR | |
| 2026-04-03 | Robert Charles Peterson | Chief Financial Officer | Grant (A) | +107,169 opt | — | EDGAR | |
| 2025-06-11 | Richard R Barrera | Director | Grant (A) | +150,439 opt | — | EDGAR | |
| 2025-05-15 | Debra L Morris | Director | Exer (M) | +11,045 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
BTMD Insider Holdings
8 insiders · @ $1.04
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Richard R Barrera | Director | 4,622,748 | $4.81M | $7.38M | 6 | 2026-05-13 |
| 2 | RB Management GP LLC | 10%+ Owner | 4,175,034 | $4.34M | $453.9K | 5 | 2025-05-02 |
| 3 | Andrew R Heyer | Director | 1,584,811 | $1.65M | $296.0K | 4 | 2026-05-14 |
| 4 | Marc D Beer | Executive Chairman | 223,744 | $232.7K | $619.4K | 6 | 2026-08-12 |
| 5 | Stephen Mark Cone | Director | 160,829 | $167.3K | $147.8K | 4 | 2026-05-13 |
| 6 | Debra L Morris | Director | 71,562 | $74.4K | $0 | 4 | 2026-05-13 |
| 7 | Dana Lynn Jacoby | Director | 63,964 | $66.5K | $0 | 3 | 2026-05-13 |
| 8 | Bret Christensen | Chief Executive Officer | 37,595 | $39.1K | $145.5K | 4 | 2026-06-10 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
BTMD Board & Officers
As of SEC filings through Aug 12, 2026Directors 8
- Andrew R Heyer · since Mar 1, 2021
- Dana Lynn Jacoby · since May 26, 2022
- Marc D Beer · since May 26, 2022
- Stephen Mark Cone · since May 26, 2022
- Debra L Morris · since Nov 3, 2022
- Bret Christensen · since Feb 1, 2025
- Richard R Barrera · listed since Jun 2025
- Robert Charles Peterson · listed since Jun 2026
Officers 3
- Robert Charles Peterson · Chief Financial Officer · since Jan 8, 2024
- Daniel Michael Monico · General Counsel · since Apr 27, 2026
- Marc D Beer · Executive Chairman · listed since Apr 2025
10% owners 4
- Guines LLC (entity) · since Jan 9, 2023
- RB Management GP LLC (entity) · on file since Apr 2025
- Richard R Barrera · since Jan 9, 2023
- Roystone Management Holdings LLC (entity) · on file since Apr 2025
Changes in the last 10 years (50)
| Jun 16, 2026 | Robert Charles Peterson first listed as a director in an SEC filing |
| May 27, 2026 | The company announced the departure of Bret Christensen as Chief Executive Officer in an SEC filing |
| Apr 27, 2026 | Daniel Michael Monico became General Counsel |
| Jun 11, 2025 | Richard R Barrera first listed as a director in an SEC filing |
| Jun 2, 2025 | The company announced the departure of Steven J Heyer from the board in an SEC filing |
| Apr 2, 2025 | Roystone Management Holdings LLC first on file as a 10% owner |
| Apr 2, 2025 | RB Management GP LLC first on file as a 10% owner |
| Apr 2, 2025 | Marc D Beer first listed as Executive Chairman in an SEC filing |
| Feb 1, 2025 | Bret Christensen became a director |
| Feb 1, 2025 | Bret Christensen became Chief Executive Officer |
| Jan 29, 2025 | The company announced the departure of Teresa Sue Weber from the board in an SEC filing |
| Jul 2, 2024 | The company announced the departure of Mary Joan Puncochar as Chief Commercial Officer in an SEC filing |
| Jan 8, 2024 | Robert Charles Peterson became Chief Financial Officer |
| Jun 5, 2023 | Michael David Braner became a 10% owner |
| Jun 5, 2023 | Daniel M. Friedberg became a 10% owner |
| Jun 5, 2023 | Anil K Shrivastava became a 10% owner |
| Jun 5, 2023 | 325 Capital LLC became a 10% owner |
| May 30, 2023 | Mary Joan Puncochar became Chief Commercial Officer |
| Jan 9, 2023 | Roystone Capital Management LP became a 10% owner |
| Jan 9, 2023 | Roystone Capital Holdings LLC became a 10% owner |
| Jan 9, 2023 | Richard R Barrera became a 10% owner |
| Jan 9, 2023 | Guines LLC became a 10% owner |
| Dec 13, 2022 | Robbin Charles Gibbins reported in an SEC filing no longer being Chief Financial Officer |
| Nov 16, 2022 | Steven J Heyer no longer listed as a 10% owner in SEC filings |
| Nov 16, 2022 | Andrew R Heyer no longer listed as a 10% owner in SEC filings |
| Nov 3, 2022 | Debra L Morris became a director |
| Aug 24, 2022 | Samar Jagat Kamdar became Chief Financial Officer |
| Jul 21, 2022 | Haymaker Sponsor III LLC reported in an SEC filing no longer being a 10% owner |
| May 31, 2022 | Steven J Heyer no longer listed as Chief Executive Officer and Director in SEC filings |
| May 31, 2022 | Steven J Heyer first listed as a 10% owner in an SEC filing |
| May 31, 2022 | Andrew R Heyer no longer listed as President and Director in SEC filings |
| May 31, 2022 | Andrew R Heyer first listed as a 10% owner in an SEC filing |
| May 26, 2022 | Teresa Sue Weber became a director |
| May 26, 2022 | Teresa Sue Weber became Chief Executive Officer |
| May 26, 2022 | Stephen Mark Cone became a director |
| May 26, 2022 | Robbin Charles Gibbins became Chief Financial Officer |
| May 26, 2022 | Mary Elizabeth Conlon became General Counsel |
| May 26, 2022 | Marc D Beer became a director |
| May 26, 2022 | Gary Steven Donovitz became a 10% owner |
| May 26, 2022 | Dana Lynn Jacoby became a director |
| Mar 1, 2021 | Steven J Heyer became a director |
| Mar 1, 2021 | Steven J Heyer became Chief Executive Officer and Director |
| Mar 1, 2021 | Stephen W. Powell became a director |
| Mar 1, 2021 | Roger Meltzer became a director |
| Mar 1, 2021 | Joseph M. Tonnos became Senior Vice President |
| Mar 1, 2021 | Haymaker Sponsor III LLC became a 10% owner |
| Mar 1, 2021 | Frederic H Mayerson became a director |
| Mar 1, 2021 | Christopher Bradley became an officer |
| Mar 1, 2021 | Andrew R Heyer became a director |
| Mar 1, 2021 | Andrew R Heyer became President and Director |
Not reported recently (15)
- Mary Elizabeth Conlon · Last reported as General Counsel in an SEC filing dated Apr 2, 2025
- Teresa Sue Weber · Last reported as Chief Executive Officer in an SEC filing dated Apr 3, 2024
- Roystone Capital Management LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- Roystone Capital Holdings LLC · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- Anil K Shrivastava · Last reported as a 10% owner in an SEC filing dated Jun 15, 2023
- Daniel M. Friedberg · Last reported as a 10% owner in an SEC filing dated Jun 15, 2023
- Michael David Braner · Last reported as a 10% owner in an SEC filing dated Jun 15, 2023
- 325 Capital LLC · Last reported as a 10% owner in an SEC filing dated Jun 15, 2023
- Samar Jagat Kamdar · Last reported as Chief Financial Officer in an SEC filing dated Apr 5, 2023
- Gary Steven Donovitz · Last reported as a 10% owner in an SEC filing dated May 31, 2022
- Stephen W. Powell · Last reported as a director in an SEC filing dated May 24, 2022
- Frederic H Mayerson · Last reported as a director in an SEC filing dated Mar 1, 2021
- Christopher Bradley · Last reported as an officer in an SEC filing dated Mar 1, 2021
- Roger Meltzer · Last reported as a director in an SEC filing dated Mar 1, 2021
- Joseph M. Tonnos · Last reported as Senior Vice President in an SEC filing dated Mar 1, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
BTMD Proposed Insider Sales (Form 144)
Latest: 2023-08-17
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2023-08-17 | Gary S. Donovitz | Affiliate | 924,910 | $4.59M | 2023-08-17 | J.P. Morgan Securities LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
6 ETFs hold BTMD
6 shown · $1.79M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $1.0M | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $300,842 | — | 2026-09-30 |
| 3 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $251,014 | — | 2026-11-03 |
| 4 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $139,298 | — | 2026-11-03 |
| 5 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $90,317 | $1.2B | 2026-11-03 |
| 6 | IVSS Applied Finance IVS US SMID ETF | Nport | 0.03% | $6,933 | — | 2026-06-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.