Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Progressive Care Inc.RXMD · Entity 108817 | Director | April 18, 2023 | August 15, 2023 |
| TherapeuticsMD, Inc.TXMD · Entity 7541 | Principal Financial Officer | August 17, 2023 | August 21, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Progressive Care Inc.
Report date April 18, 2023 · Filed August 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | IndirectJZ Advisory Group, LLC | 23,197 |
Reported balance
After 2023-04-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-04-18 · Grant · Acquired 15,000 · Balance 23,197 F1: Shares issued pursuant to a Director's Agreement. F2: Mr. Ziegler is the sole member and managing partner of JZ Advisory Group, LLC. |
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 8,929 |
Reported balance
Holding disclosure · report date 2023-04-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,929 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued pursuant to a Director's Agreement.
F2: Mr. Ziegler is the sole member and managing partner of JZ Advisory Group, LLC.
TherapeuticsMD, Inc.
Report date August 17, 2023 · Filed August 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,500 |
Reported balance
After 2023-08-17 transaction · row 1
1 source rowRow 1 · 2023-08-17 · Grant · Acquired 7,500 · Balance 7,500 F1: These shares of common stock of the Issuer are to be acquired upon the vesting of restricted stock units ("RSUs") granted to the Reporting Person. The RSUs shall fully vest on the earlier of August 17, 2024 or a Change in Control of the Issuer (as defined in the Issuer's 2019 Stock Incentive Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of common stock of the Issuer are to be acquired upon the vesting of restricted stock units ("RSUs") granted to the Reporting Person. The RSUs shall fully vest on the earlier of August 17, 2024 or a Change in Control of the Issuer (as defined in the Issuer's 2019 Stock Incentive Plan).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 17, 2023 Filed Aug 21, 2023 20:22 UTC | TherapeuticsMD, Inc. TXMD · Entity 7541 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046702 · doc4.xml · nonDerivative · entry 1 ZIEGLER JOSEPH · CIK 0001979286 · Principal Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 F1 · shares: These shares of common stock of the Issuer are to be acquired upon the vesting of restricted stock units ("RSUs") granted to the Reporting Person. The RSUs shall fully vest on the earlier of August 17, 2024 or a Change in Control of the Issuer (as defined in the Issuer's 2019 Stock Incentive Plan). Read SEC document |
| April 18, 2023 Filed Aug 15, 2023 09:40 UTC | Progressive Care Inc. RXMD · Entity 108817 | GrantCommon Stock, par value $0.0001 per share | 15,000 | $3.16 | $47,400.00 |
DisclosureSEC source: 0001437749-23-023805 · rdgdoc.xml · nonDerivative · entry 1 ZIEGLER JOSEPH · CIK 0001979286 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · JZ Advisory Group, LLC Disclosed balance after: 23,197 F1 · shares: Shares issued pursuant to a Director's Agreement. F2 · ownership.nature: Mr. Ziegler is the sole member and managing partner of JZ Advisory Group, LLC. Read SEC document |
| January 01, 2023 Filed Aug 15, 2023 09:37 UTC | Progressive Care Inc. RXMD · Entity 108817 | GrantCommon Stock, par value $0.0001 per share | 8,197 | $6.10 | $50,001.70 |
DisclosureSEC source: 0001437749-23-023803 · rdgdoc.xml · nonDerivative · entry 1 ZIEGLER JOSEPH · CIK 0001979286 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · JZ Advisory Group, LLC Disclosed balance after: 8,197 F1 · shares: Shares issued pursuant to a Director's Agreement. F2 · ownership.nature: Mr. Ziegler is the sole member and managing partner of JZ Advisory Group, LLC. Read SEC document |
| March 22, 2022 Filed Aug 15, 2023 09:35 UTC | Progressive Care Inc. RXMD · Entity 108817 | GrantCommon Stock, par value $0.0001 per share | 8,929 | $5.60 | $50,002.40 |
DisclosureSEC source: 0001437749-23-023801 · rdgdoc.xml · nonDerivative · entry 1 ZIEGLER JOSEPH · CIK 0001979286 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,929 F1 · shares: Shares issued pursuant to a Director's Agreement. F2 · shares: Share amount and price have been adjusted to reflect the 1-for-200 reverse stock split that was effective December 29,2022. F2 · price: Share amount and price have been adjusted to reflect the 1-for-200 reverse stock split that was effective December 29,2022. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.