Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Electromed, Inc.ELMD · Entity 1958 | Chief Financial Officer | May 21, 2020 | May 26, 2020 |
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.
Electromed, Inc.
Report date May 21, 2020 · Filed May 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,316 |
Ending reported balance
After 2020-05-21 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2020-05-21 · Exercise / conversion · Acquired 10,000 · Balance 62,500 Row 2 · 2020-05-21 · Exercise / conversion · Acquired 18,000 · Balance 80,500 Row 3 · 2020-05-21 · Exercise / conversion · Acquired 20,000 · Balance 100,500 Row 4 · 2020-05-21 · Tax withholding · Disposed 19,184 · Balance 81,316 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.31 · Expires 2023-06-30 | Direct | 0 |
Reported balance
After 2020-05-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-05-21 · Exercise / conversion · Disposed 10,000 · Balance 0 F1: Fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.53 · Expires 2022-05-29 | Direct | 0 |
Reported balance
After 2020-05-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-05-21 · Exercise / conversion · Disposed 18,000 · Balance 0 F1: Fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.59 · Expires 2022-11-15 | Direct | 0 |
Reported balance
After 2020-05-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-05-21 · Exercise / conversion · Disposed 20,000 · Balance 0 F1: Fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Fully vested.
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 |
|---|---|---|---|---|---|---|
| May 21, 2020 Filed May 26, 2020 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $1.59 | $0.00 |
DisclosureSEC source: 0001437749-20-011751 · rdgdoc.xml · derivative · entry 7 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2022-11-15 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 · derivative.exercise_date: Fully vested. Read SEC document |
| May 21, 2020 Filed May 26, 2020 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionStock Option (right to buy) · Derivative | 18,000 | $0.00 Strike: $2.53 | $0.00 |
DisclosureSEC source: 0001437749-20-011751 · rdgdoc.xml · derivative · entry 6 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2022-05-29 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 · derivative.exercise_date: Fully vested. Read SEC document |
| May 21, 2020 Filed May 26, 2020 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $1.31 | $0.00 |
DisclosureSEC source: 0001437749-20-011751 · rdgdoc.xml · derivative · entry 5 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2023-06-30 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 · derivative.exercise_date: Fully vested. Read SEC document |
| May 21, 2020 Filed May 26, 2020 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Tax withholdingCommon Stock | 19,184 | $13.30 | $255,147.20 |
DisclosureSEC source: 0001437749-20-011751 · rdgdoc.xml · nonDerivative · entry 4 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,316 Read SEC document |
| May 21, 2020 Filed May 26, 2020 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 20,000 | $1.59 | $31,800.00 |
DisclosureSEC source: 0001437749-20-011751 · rdgdoc.xml · nonDerivative · entry 3 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,500 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 |
| May 21, 2020 Filed May 26, 2020 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 18,000 | $2.53 | $45,540.00 |
DisclosureSEC source: 0001437749-20-011751 · rdgdoc.xml · nonDerivative · entry 2 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,500 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 |
| May 21, 2020 Filed May 26, 2020 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 10,000 | $1.31 | $13,100.00 |
DisclosureSEC source: 0001437749-20-011751 · rdgdoc.xml · nonDerivative · entry 1 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 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 |
| July 01, 2019 Filed Jul 2, 2019 20:56 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantStock Option (right to buy) · Derivative | 16,800 | $0.00 Strike: $5.29 | $0.00 |
DisclosureSEC source: 0001437749-19-013385 · rdgdoc.xml · derivative · entry 2 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,800 Underlying: Common Stock · 16,800 shares Expires 2029-07-01 F1 · derivative.exercise_date: Stock options scheduled to vest in substantially equal increments on each of June 30, 2020, 2021 and 2022. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:56 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-013385 · rdgdoc.xml · nonDerivative · entry 1 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,500 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 20:30 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $5.42 | $0.00 |
DisclosureSEC source: 0001437749-18-012938 · rdgdoc.xml · derivative · entry 2 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2028-07-01 F1 · derivative.exercise_date: Stock options scheduled to vest in substantially equal increments on each of June 30, 2019, 2020 and 2021. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 20:30 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-012938 · rdgdoc.xml · nonDerivative · entry 1 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 21:47 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $5.53 | $0.00 |
DisclosureSEC source: 0001437749-17-012250 · rdgdoc.xml · derivative · entry 2 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2027-07-01 F1 · derivative.exercise_date: Stock option scheduled to vest in substantially equal increments on each of June 30, 2018, 2019 and 2020. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 21:47 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-012250 · rdgdoc.xml · nonDerivative · entry 1 Brock Jeremy T. · CIK 0001528168 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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.