Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KORU Medical Systems, Inc.KRMD · Entity 6517 | Director | June 30, 2023 | July 05, 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.
KORU Medical Systems, Inc.
Report date June 30, 2023 · Filed July 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,283 |
Reported balance
After 2023-06-30 transaction · row 2
1 source rowRow 2 · 2023-06-30 · Grant · Acquired 2,226 · Balance 90,283 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1 |
Reported balance
Holding disclosure · report date 2023-06-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1 F1: Mr. Beck is co-trustee with his wife of the Ellen H Beck Revocable Trust, of which Mr. Beck and his children are beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Beck is co-trustee with his wife of the Ellen H Beck Revocable Trust, of which Mr. Beck and his children are beneficiaries.
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 |
|---|---|---|---|---|---|---|
| June 30, 2023 Filed Jul 5, 2023 20:09 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 2,226 | $3.48 | $7,746.48 |
DisclosureSEC source: 0001161697-23-000386 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,283 Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:02 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 3,521 | $4.26 | $14,999.46 |
DisclosureSEC source: 0001161697-23-000209 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,860 Read SEC document |
| March 31, 2023 Filed Apr 5, 2023 20:02 UTC Amendment | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 3,521 | $4.26 | $14,999.46 |
DisclosureSEC source: 0001161697-23-000229 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,057 Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:43 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 4,273 | $3.51 | $14,998.23 |
DisclosureSEC source: 0001161697-23-000019 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,536 Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 20:46 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 6,681 | $2.25 | $15,032.25 |
DisclosureSEC source: 0001161697-22-000489 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,263 Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:10 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 6,002 | $2.50 | $15,005.00 |
DisclosureSEC source: 0001161697-22-000336 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,582 Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 21:16 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 5,221 | $2.87 | $14,984.27 |
DisclosureSEC source: 0001161697-22-000157 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,580 Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:16 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 5,000 | $3.00 | $15,000.00 |
DisclosureSEC source: 0001161697-22-000002 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,359 Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:08 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 5,263 | $2.85 | $14,999.55 |
DisclosureSEC source: 0001161697-21-000466 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,359 Read SEC document |
| June 30, 2021 Filed Jul 6, 2021 23:14 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 2,100 | $4.63 | $9,723.00 |
DisclosureSEC source: 0001161697-21-000326 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,096 Read SEC document |
| June 02, 2021 Filed Jun 5, 2021 00:37 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | SaleCommon Stock | 21,275 | $4.63 | $98,503.25 |
DisclosureSEC source: 0001161697-21-000298 · form_4.xml · nonDerivative · entry 1 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1 F2 · price: Sold in lots at prices between $4.60 and $4.66. Full information regarding the number of shares sold at each separate price is available upon request. Price reported reflects a weighted-average price. F1 · ownership.nature: Mr. Beck is co-trustee with his wife of the Ellen H Beck Revocable Trust, of which Mr. Beck and his children are beneficiaries. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 18:24 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 414 | $3.52 | $1,457.28 |
DisclosureSEC source: 0001161697-21-000188 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,996 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 00:52 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 1,246 | $6.02 | $7,500.92 |
DisclosureSEC source: 0001161697-21-000033 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,582 Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 21:11 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 1,039 | $7.22 | $7,501.58 |
DisclosureSEC source: 0001161697-20-000426 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,336 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 00:07 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 835 | $8.98 | $7,498.30 |
DisclosureSEC source: 0001161697-20-000283 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,297 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 20:48 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 1,000 | $7.50 | $7,500.00 |
DisclosureSEC source: 0001161697-20-000136 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,462 Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 21:51 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 1,149 | $6.53 | $7,502.97 |
DisclosureSEC source: 0001161697-20-000006 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,462 Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 21:39 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantCommon Stock | 1,899 | $3.95 | $7,501.05 |
DisclosureSEC source: 0001161697-19-000412 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,313 Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:56 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantCommon Stock | 2,170 | $2.88 | $6,249.60 |
DisclosureSEC source: 0001161697-19-000281 · form_4.xml · nonDerivative · entry 2 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,414 Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 20:26 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantCommon Stock | 21,276 | $2.35 | $49,998.60 |
DisclosureSEC source: 0001161697-19-000267 · form_4.xml · nonDerivative · entry 1 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 21,276 F1 · ownership.nature: Mr. Beck is co-trustee with his wife of the Ellen H Beck Revocable Trust, of which Mr. Beck and his children are beneficiaries. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 21:30 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantCommon Stock | 3,906 | $1.60 | $6,249.60 |
DisclosureSEC source: 0001161697-19-000131 · form_4.xml · nonDerivative · entry 1 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,462 Read SEC document |
| March 29, 2019 Filed Apr 3, 2019 20:51 UTC Amendment | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantCommon Stock | 4,688 | $1.60 | $7,500.80 |
DisclosureSEC source: 0001161697-19-000141 · form_4.xml · nonDerivative · entry 1 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,244 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 20:05 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | PurchaseCommon Stock | 35,000 | $1.55 | $54,250.00 |
DisclosureSEC source: 0001161697-19-000106 · form_4.xml · nonDerivative · entry 1 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,556 Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 23:35 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantCommon Stock | 556 | $1.65 | $917.40 |
DisclosureSEC source: 0001161697-19-000010 · form_4.xml · nonDerivative · entry 1 Beck James M · CIK 0001761683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556 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.