Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Semler Scientific, Inc.SMLR · Entity 69227 | Chief Financial Officer | June 11, 2025 | June 12, 2025 |
| Silvia, Inc.SVIA · Entity 6365 | Chief Financial Officer | June 01, 2026 | October 13, 2026 |
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.
Semler Scientific, Inc.
Report date June 11, 2025 · Filed June 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-06-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-11 · Exercise / conversion · Acquired 3,746 · Balance 3,746 Row 2 · 2025-06-11 · Gift · Disposed 3,746 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 3,746 |
Reported balance
After 2025-06-11 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-06-11 · Gift · Acquired 3,746 · Balance 3,746 F1: On June 11, 2025, the reporting person transferred 3,746 shares of common stock of the issuer to the Cormier Family Revocable Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.48 · Expires 2032-05-17 | Direct | 1,254 |
Reported balance
After 2025-06-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-06-11 · Exercise / conversion · Disposed 3,746 · Balance 1,254 F2: The shares underlying the option shall vest and become exercisable as follows: 1/4th of the underlying shares vested on 5/17/23 (the first anniversary of the grant date), following which 1/48th of the underlying shares shall vest on a monthly basis thereafter such that all of the underlying shares shall be vested on 5/17/26 (the fourth anniversary of the grant date). |
Filing footnotes · ownership attribution and instrument terms
F1: On June 11, 2025, the reporting person transferred 3,746 shares of common stock of the issuer to the Cormier Family Revocable Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust.
F2: The shares underlying the option shall vest and become exercisable as follows: 1/4th of the underlying shares vested on 5/17/23 (the first anniversary of the grant date), following which 1/48th of the underlying shares shall vest on a monthly basis thereafter such that all of the underlying shares shall be vested on 5/17/26 (the fourth anniversary of the grant date).
Silvia, Inc.
Report date June 01, 2026 · Filed October 13, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 498,736 |
Reported balance
After 2026-06-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-06-01 · Tax withholding · Acquired 56,757 · Balance 498,736 F1: This amendment corrects the Form 4 filed on 06/03/2026, which incorrectly reported the amount of securities beneficially owned following the reported transaction as 489,850. The actual amount was 498,736 shares of common stock. The share amount and the associated holdings reported in this amendment have been corrected accordingly. The amount-reporting-error also resulted in an understatement of the Reporting Person's holdings in subsequently filed Forms 4. Following the transaction dated 09/01/2026, the Reporting Person's direct beneficial ownership of shares of common stock, reported in Table I, Column 5 of the Form 4 filed on 09/01/2026, should have been 418,597 rather than 409,712. The numbers of shares sold in those subsequent Forms 4 were correctly reported and are unchanged. This amendment corrects a reporting error and does not reflect a new grant, cancellation, or disposition. |
Filing footnotes · ownership attribution and instrument terms
F1: This amendment corrects the Form 4 filed on 06/03/2026, which incorrectly reported the amount of securities beneficially owned following the reported transaction as 489,850. The actual amount was 498,736 shares of common stock. The share amount and the associated holdings reported in this amendment have been corrected accordingly. The amount-reporting-error also resulted in an understatement of the Reporting Person's holdings in subsequently filed Forms 4. Following the transaction dated 09/01/2026, the Reporting Person's direct beneficial ownership of shares of common stock, reported in Table I, Column 5 of the Form 4 filed on 09/01/2026, should have been 418,597 rather than 409,712. The numbers of shares sold in those subsequent Forms 4 were correctly reported and are unchanged. This amendment corrects a reporting error and does not reflect a new grant, cancellation, or disposition.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 1, 2026 20:57 UTC | Silvia, Inc. BRR · Entity 6365 | Tax withholdingCommon Stock, par value $0.001 | 80,138 | $2.16 | $173,098.08 |
DisclosureSEC source: 0001493152-26-041046 · ownership.xml · nonDerivative · entry 1 Cormier Renae Terese · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409,712 Read SEC document |
| June 01, 2026 Filed Oct 13, 2026 20:24 UTC Amendment | Silvia, Inc. SVIA · Entity 6365 | Tax withholdingCommon Stock, par value $0.001 | 56,757 | $2.15 | $122,027.55 |
DisclosureSEC source: 0001493152-26-046833 · ownership.xml · nonDerivative · entry 1 Cormier Renae Terese · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498,736 F1 · shares: This amendment corrects the Form 4 filed on 06/03/2026, which incorrectly reported the amount of securities beneficially owned following the reported transaction as 489,850. The actual amount was 498,736 shares of common stock. The share amount and the associated holdings reported in this amendment have been corrected accordingly. The amount-reporting-error also resulted in an understatement of the Reporting Person's holdings in subsequently filed Forms 4. Following the transaction dated 09/01/2026, the Reporting Person's direct beneficial ownership of shares of common stock, reported in Table I, Column 5 of the Form 4 filed on 09/01/2026, should have been 418,597 rather than 409,712. The numbers of shares sold in those subsequent Forms 4 were correctly reported and are unchanged. This amendment corrects a reporting error and does not reflect a new grant, cancellation, or disposition. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 23:29 UTC | Silvia, Inc. BRR · Entity 6365 | Tax withholdingCommon Stock, par value $0.001 | 56,757 | $124,298.00 | $7,054,781,586.00 |
DisclosureSEC source: 0001493152-26-027167 · ownership.xml · nonDerivative · entry 1 Cormier Renae Terese · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489,850 Read SEC document |
| March 23, 2026 Filed Mar 25, 2026 12:00 UTC | Silvia, Inc. BRR · Entity 6365 | Tax withholdingCommon Stock, par value $0.001 | 74,278 | $2.62 | $194,608.36 |
DisclosureSEC source: 0001493152-26-012532 · ownership.xml · nonDerivative · entry 2 Cormier Renae Terese · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,164 F2 · shares: Represents shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs.The reporting person received the net number of shares after the issuer withheld shares to satisfy applicable tax withholding obligations. Read SEC document |
| March 23, 2026 Filed Mar 25, 2026 12:00 UTC | Silvia, Inc. BRR · Entity 6365 | GrantCommon Stock, par value $0.001 | 157,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-012532 · ownership.xml · nonDerivative · entry 1 Cormier Renae Terese · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,443 F1 · shares: Represents the settlement of restricted stock units ("RSUs") into shares of common stock upon vesting. Each RSU represents a contingent right to receive one share of common stock. F1 · price: Represents the settlement of restricted stock units ("RSUs") into shares of common stock upon vesting. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| March 23, 2026 Filed May 19, 2026 20:50 UTC Amendment | Silvia, Inc. BRR · Entity 6365 | GrantCommon Stock, par value $0.001 | 629,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-024436 · ownership.xml · nonDerivative · entry 1 Cormier Renae Terese · CIK 0001985380 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 629,771 F1 · shares: Represents the settlement of restricted stock units ("RSUs") into shares of common stock upon vesting. Each RSU represents a contingent right to receive one share of common stock. Of the 629,771 RSUs reported, 157,443 are fully vested and the remaining 427,328 RSUs will vest in quarterly installments, with 157,443 RSUs vesting on June 1, 2026, 157,443 RSUs vesting on September 1, 2026, and 157,442 RSUs on December 1, 2026. The original Form 4, filed on March 25, 2026, is being amended by this Form 4 amendment solely to correct an administrative error regarding the number of RSUs granted. F1 · price: Represents the settlement of restricted stock units ("RSUs") into shares of common stock upon vesting. Each RSU represents a contingent right to receive one share of common stock. Of the 629,771 RSUs reported, 157,443 are fully vested and the remaining 427,328 RSUs will vest in quarterly installments, with 157,443 RSUs vesting on June 1, 2026, 157,443 RSUs vesting on September 1, 2026, and 157,442 RSUs on December 1, 2026. The original Form 4, filed on March 25, 2026, is being amended by this Form 4 amendment solely to correct an administrative error regarding the number of RSUs granted. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 10:01 UTC | Semler Scientific, Inc. SMLR · Entity 69227 | Exercise / conversionStock Option (right to buy) · Derivative | 3,746 | $0.00 Strike: $30.48 | $0.00 |
DisclosureSEC source: 0001104659-25-058663 · tm2517802-1_4seq1.xml · derivative · entry 4 Cormier Renae · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,254 Underlying: Common Stock · 3,746 shares Expires 2032-05-17 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. F2 · derivative.exercise_date: The shares underlying the option shall vest and become exercisable as follows: 1/4th of the underlying shares vested on 5/17/23 (the first anniversary of the grant date), following which 1/48th of the underlying shares shall vest on a monthly basis thereafter such that all of the underlying shares shall be vested on 5/17/26 (the fourth anniversary of the grant date). Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 10:01 UTC | Semler Scientific, Inc. SMLR · Entity 69227 | GiftCommon Stock | 3,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-058663 · tm2517802-1_4seq1.xml · nonDerivative · entry 3 Cormier Renae · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,746 F1 · ownership.direct: On June 11, 2025, the reporting person transferred 3,746 shares of common stock of the issuer to the Cormier Family Revocable Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. F1 · ownership.nature: On June 11, 2025, the reporting person transferred 3,746 shares of common stock of the issuer to the Cormier Family Revocable Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 10:01 UTC | Semler Scientific, Inc. SMLR · Entity 69227 | GiftCommon Stock | 3,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-058663 · tm2517802-1_4seq1.xml · nonDerivative · entry 2 Cormier Renae · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 10:01 UTC | Semler Scientific, Inc. SMLR · Entity 69227 | Exercise / conversionCommon Stock | 3,746 | $30.48 | $114,178.08 |
DisclosureSEC source: 0001104659-25-058663 · tm2517802-1_4seq1.xml · nonDerivative · entry 1 Cormier Renae · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,746 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 02, 2025 Filed May 6, 2025 01:12 UTC | Semler Scientific, Inc. SMLR · Entity 69227 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $36.16 | $0.00 |
DisclosureSEC source: 0001104659-25-044704 · tm2514108-4_4seq1.xml · derivative · entry 1 Cormier Renae · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2035-05-02 F1 · derivative.exercise_date: The shares underlying the option shall vest and become exercisable as follows: 1/4th of the underlying shares shall vest on the first anniversary of the grant date, following which 1/48th of the underlying shares shall vest on a monthly basis thereafter such that all of the underlying shares shall be vested on the fourth anniversary of the grant date. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 22:32 UTC | Semler Scientific, Inc. SMLR · Entity 69227 | GrantStock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $58.94 | $0.00 |
DisclosureSEC source: 0001104659-25-001739 · tm252129-3_4seq1.xml · derivative · entry 1 Cormier Renae · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2035-01-06 F1 · derivative.exercise_date: The shares underlying the option shall vest and become exercisable as follows: 1/4th of the underlying shares shall vest on the first anniversary of the grant date, following which 1/48th of the underlying shares shall vest on a monthly basis thereafter such that all of the underlying shares shall be vested on the fourth anniversary of the grant date. Read SEC document |
| May 10, 2024 Filed May 15, 2024 01:31 UTC | Semler Scientific, Inc. SMLR · Entity 69227 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $22.92 | $0.00 |
DisclosureSEC source: 0001104659-24-061356 · tm2414539-1_4seq1.xml · derivative · entry 1 Cormier Renae · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2034-05-10 F1 · derivative.exercise_date: The shares underlying the option shall vest and become exercisable as follows: 1/4th of the underlying shares shall vest on the first anniversary of the grant date, following which 1/48th of the underlying shares shall vest on a monthly basis thereafter such that all of the underlying shares shall be vested on the fourth anniversary of the grant date. Read SEC document |
| July 10, 2023 Filed Jul 13, 2023 20:06 UTC | Semler Scientific, Inc. SMLR · Entity 69227 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.47 | $0.00 |
DisclosureSEC source: 0001104659-23-080738 · tm2321104-2_4seq1.xml · derivative · entry 1 Cormier Renae · CIK 0001985380 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2033-07-10 F1 · derivative.exercise_date: The shares underlying the option shall vest and become exercisable as follows: 1/4th of the underlying shares shall vest on the first anniversary of the grant date, following which 1/48th of the underlying shares shall vest on a monthly basis thereafter such that all of the underlying shares shall be vested on the fourth anniversary of the grant date. 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.