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Biote SEC Filings

BTMD NASDAQ

Biote Corp. filings document the public-company disclosures of a Nasdaq-listed hormone optimization and healthy aging business. Recent Form 8-K reports furnish quarterly and annual operating results, including procedure revenue, dietary supplement revenue, margins, adjusted EBITDA measures and commercial-priorities commentary for the Biote-certified provider network.

The company’s SEC record also includes Regulation FD investor presentation filings, definitive proxy materials for annual meeting matters, and securities information for its Class A common stock. Other material-event filings address operational and financial effects of a voluntary recall involving specific hormone pellet lots shipped by Asteria Health, Biote’s wholly owned 503B manufacturer of compounded bioidentical hormones.

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biote Corp. director Andrew R. Heyer reported equity-based compensation awards. He received a stock option covering 130,000 shares of Class A Common Stock at an exercise price of $2.2000 per share, expiring on May 11, 2036. All shares under this option vest on the earlier of May 12, 2027 or the day before the company’s 2027 annual stockholder meeting, subject to his continuous service. He also received 35,259 Deferred Settlement RSUs, each economically equivalent to one share of Class A Common Stock. These RSUs are fully vested at grant but will settle only when he separates from service, and his Deferred Settlement RSU balance increased to 81,382 units after this award.

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biote Corp. director Debra L. Morris reported compensation-related equity activity. She exercised derivative rights tied to Deferred Settlement RSUs into 21,407 shares of Class A Common Stock and now directly holds 71,562 common shares. She also received awards of 130,000 stock options with a $2.20 exercise price, expiring in 2036, and 39,036 Deferred Settlement RSUs that are fully vested but settle at future dates as described in the award terms.

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biote Corp. director Stephen Mark Cone received new equity awards in the form of options and deferred settlement RSUs. He was granted stock options for 130,000 shares of Class A Common Stock at an exercise price of $2.20 per share, vesting in full on the earlier of May 12, 2027 or the day prior to the 2027 annual meeting, subject to continued service.

He also received 31,481 Deferred Settlement RSUs, each economically equivalent to one share of Class A Common Stock. These RSUs are fully vested upon grant, but settlement is deferred until his separation from service. Following these awards, he holds 130,000 options and 69,822 Deferred Settlement RSUs directly.

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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.

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biote Corp. director Marc D. Beer received a grant of stock options covering 195,000 shares of Class A common stock. The options have an exercise price of $2.20 per share and were awarded at no cost to him.

All 195,000 option shares will vest on the earlier of May 12, 2027 or the day before biote Corp.’s 2027 annual meeting of stockholders, as long as he continues in service through that date. Following this grant, he holds 195,000 stock options directly.

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biote Corp. director and ten percent owner Richard R. Barrera received a grant of stock options for 121,452 shares of Class A Common Stock at an exercise price of $2.20 per share. The options vest on the earlier of May 12, 2027 or the day before the 2027 Annual Meeting of Stockholders and expire on May 11, 2036.

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biote Corp. files Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership. The filing states that Bandera Partners LLC, and its Managing Members Gregory Bylinsky and Jefferson Gramm, report shared beneficial ownership of 2,065,482 shares of Class A common stock as of the close of business on March 31, 2026. The reported stake equals 6.4% of the class, calculated using 32,046,352 shares outstanding as of March 23, 2026 from the issuer's proxy statement. The statement clarifies that the shares are held by Bandera Master Fund L.P., that Bandera Partners is the fund's investment manager, and that the Reporting Persons disclaim beneficial ownership under certain rules.

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biote Corp. reported weaker Q1 2026 results as a product recall and higher costs weighed on performance. Total revenue was $44.9 million, down from $49.0 million a year earlier, as pellet procedure revenue declined while dietary supplement sales grew.

Net income attributable to stockholders fell to $2.3 million from $13.7 million, or $0.06 diluted earnings per share versus $0.37. Management estimates the January 2026 voluntary recall of certain hormone pellets reduced pellet procedure revenue by about $1.7 million and added roughly $1.5 million of recall-related costs in the quarter.

Cash and cash equivalents dropped to $5.3 million from $24.1 million at year-end, largely reflecting an $18.5 million payment to settle share repurchase liabilities, $1.1 million of Class A share buybacks and term-loan repayments. Long-term debt includes a $101.6 million term loan and $5.0 million drawn on the revolving facility, and the company remains in a stockholders’ deficit position despite modest profit and $8.7 million of Adjusted EBITDA.

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Biote Corp. reported first quarter 2026 revenue of $44.9 million, down 8.3% from $49.0 million, as procedure volumes were hurt by a voluntary recall of certain hormone pellet products. Gross margin slipped to 68.9% from 74.3%, and operating income fell to $3.2 million from $9.7 million.

Net income declined to $2.7 million (diluted EPS $0.06) from $15.8 million ($0.37), largely because the gain from changes in earnout liabilities dropped to $2.1 million from $10.7 million. Adjusted EBITDA was $8.7 million, a 36.6% decrease, with margin down to 19.4% from 28.1%.

Dietary supplements revenue grew 19.1% to $11.0 million, partly offsetting a 13.2% decline in procedure revenue to $31.3 million. Management reaffirmed 2026 guidance for revenue above $190 million and Adjusted EBITDA above $38 million, and continues to expect procedure revenue to return to growth in the second half of 2026.

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biote Corp. reported that General Counsel Daniel Michael Monico received a grant of 88,800 employee stock options for Class A common stock at an exercise price of $2.19 per share. Following the grant, he holds 88,800 options directly.

One-half of the options vest on April 27, 2028, with the remaining half vesting in 24 equal monthly installments after that date, contingent on his continued service. The options expire on April 30, 2036. This is a compensation-related award, not an open‑market purchase or sale.

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FAQ

How many Biote (BTMD) SEC filings are available on StockTitan?

StockTitan tracks 22 SEC filings for Biote (BTMD), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Biote (BTMD)?

The most recent SEC filing for Biote (BTMD) was filed on May 14, 2026.