Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stereotaxis, Inc.STXS · Entity 6577 | Chief Legal Officer&Secretary | March 03, 2019 | March 05, 2019 |
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.
Stereotaxis, Inc.
Report date March 03, 2019 · Filed March 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.03 · Expires 2029-03-03 | Direct | 40,000 |
Reported balance
After 2019-03-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-03 · Grant · Acquired 10,000 · Balance 40,000 F1: The options vest as follows: (1) 25% vest one year after the date of grant, and (2) the remaining 75% vest ratably per month over the next three years. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest as follows: (1) 25% vest one year after the date of grant, and (2) the remaining 75% vest ratably per month over the next three years.
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 |
|---|---|---|---|---|---|---|
| March 03, 2019 Filed Mar 5, 2019 21:17 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantStock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001493152-19-002873 · ownership.xml · derivative · entry 1 Barry Kevin M. · CIK 0001758269 · Chief Legal Officer&Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 10,000 shares Expires 2029-03-03 F1 · derivative.exercise_date: The options vest as follows: (1) 25% vest one year after the date of grant, and (2) the remaining 75% vest ratably per month over the next three years. Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 17:07 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantStock Options (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $1.07 | $0.00 |
DisclosureSEC source: 0001289340-18-000076 · edgar.xml · derivative · entry 1 Barry Kevin M. · CIK 0001758269 · Chief Legal Officer & Secretar 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2028-11-05 F1 · derivative.exercise_date: The options vest as follows: (1) 25% vest one year after the date of grant, and (2) the remaining 75% vest ratable per month over teh next three years. 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.