Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KORU Medical Systems, Inc.KRMD · Entity 6517 | Chief Operating Officer | December 15, 2021 | December 16, 2021 |
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 December 15, 2021 · Filed December 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 443,080 |
Reported balance
After 2021-12-15 transaction · row 1
1 source rowRow 1 · 2021-12-15 · Exercise / conversion · Acquired 62,500 · Balance 443,080 F1: Represents the payment of the exercise price of stock options through the delivery of previously owned shares to the issuer. F2: The price is equal to the Fair Market Value of the Common Stock, as defined in the stock option award agreements, and is used to determine the value of the shares delivered to the issuer in payment of the exercise price. |
| Options to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.50 · Expires 2022-10-10 | Direct | 62,500 |
Reported balance
After 2021-12-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-12-15 · Exercise / conversion · Disposed 62,500 · Balance 62,500 F3: Options vest in 15,625 increments quarterly. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the payment of the exercise price of stock options through the delivery of previously owned shares to the issuer.
F2: The price is equal to the Fair Market Value of the Common Stock, as defined in the stock option award agreements, and is used to determine the value of the shares delivered to the issuer in payment of the exercise price.
F3: Options vest in 15,625 increments quarterly.
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 |
|---|---|---|---|---|---|---|
| December 15, 2021 Filed Dec 16, 2021 21:06 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 62,500 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0001161697-21-000583 · form_4.xml · derivative · entry 2 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 Underlying: Common Stock · 62,500 shares Expires 2022-10-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest in 15,625 increments quarterly. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 21:06 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 62,500 | $0.50 | $31,250.00 |
DisclosureSEC source: 0001161697-21-000583 · form_4.xml · nonDerivative · entry 1 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,080 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents the payment of the exercise price of stock options through the delivery of previously owned shares to the issuer. F2 · price: The price is equal to the Fair Market Value of the Common Stock, as defined in the stock option award agreements, and is used to determine the value of the shares delivered to the issuer in payment of the exercise price. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:11 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 75,000 | $0.00 Strike: $1.57 | $0.00 |
DisclosureSEC source: 0001161697-20-000558 · form_4.xml · derivative · entry 5 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 75,000 shares Expires 2029-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:11 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 62,500 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0001161697-20-000558 · form_4.xml · derivative · entry 4 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 Underlying: Common Stock · 62,500 shares Expires 2022-10-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vest in 15,625 increments quarterly. Date Excercisable 01/11/2018-10/11/2020. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:11 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 75,000 | $1.57 | $117,750.00 |
DisclosureSEC source: 0001161697-20-000558 · form_4.xml · nonDerivative · entry 3 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,580 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:11 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 62,500 | $0.50 | $31,250.00 |
DisclosureSEC source: 0001161697-20-000558 · form_4.xml · nonDerivative · entry 2 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,580 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:11 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Tax withholdingCommon Stock | 26,920 | $5.54 | $149,002.20 |
DisclosureSEC source: 0001161697-20-000558 · form_4.xml · nonDerivative · entry 1 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,080 F1 · kind: Represents the payment of the exercise price of stock options through the delivery of previously owned shares to the issuer. F2 · price: The price is equal to the Fair Market Value of the Common Stock, as defined in the stock option award agreements, and is used to determine the value of the shares delivered to the issuer in payment of the exercise price. Read SEC document |
| January 07, 2020 Filed Jan 8, 2020 22:06 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 125,000 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0001161697-20-000024 · form_4.xml · derivative · entry 4 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,000 Underlying: Common Stock · 125,000 shares Expires 2022-10-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 07, 2020 Filed Jan 8, 2020 22:06 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 50,000 | $0.00 Strike: $0.46 | $0.00 |
DisclosureSEC source: 0001161697-20-000024 · form_4.xml · derivative · entry 3 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,000 Underlying: Common Stock · 50,000 shares Expires 2022-07-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 07, 2020 Filed Jan 8, 2020 22:06 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 125,000 | $0.50 | $62,500.00 |
DisclosureSEC source: 0001161697-20-000024 · form_4.xml · nonDerivative · entry 2 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 07, 2020 Filed Jan 8, 2020 22:06 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 50,000 | $0.46 | $23,000.00 |
DisclosureSEC source: 0001161697-20-000024 · form_4.xml · nonDerivative · entry 1 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 21:22 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 95,000 | $0.00 Strike: $0.36 | $0.00 |
DisclosureSEC source: 0001161697-19-000319 · form_4.xml · derivative · entry 2 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,000 Underlying: Common Stock · 95,000 shares Expires 2020-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 21:22 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | Exercise / conversionCommon Stock | 95,000 | $0.36 | $34,200.00 |
DisclosureSEC source: 0001161697-19-000319 · form_4.xml · nonDerivative · entry 1 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 29, 2019 Filed Feb 4, 2019 21:43 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantOptions to Purchase Common Stock · Derivative | 300,000 | $0.00 Strike: $1.57 | $0.00 |
DisclosureSEC source: 0001161697-19-000055 · form_4.xml · derivative · entry 1 Marques Manuel A · CIK 0001761381 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 695,000 Underlying: Common Stock · 300,000 shares Expires 2029-01-29 F1 · derivative.exercise_date: Incentive stock options granted pursuant to the Repro Med Systems, Inc. 2015 Stock Option Plan, as amended. Options vest in increments of 75,000 on the first anniversary of the date of grant and each anniversary thereafter until fully vested. 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.