Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Electromed, Inc.ELMD · Entity 1958 | Chief Financial Officer | September 01, 2026 | September 03, 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.
Electromed, Inc.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,762 |
Ending reported balance
After 2026-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-01 · Grant · Acquired 4,900 · Balance 23,864 F1: Restricted stock scheduled to vest in three substantially equal annual installments on each of September 1, 2027, September 1, 2028 and September 4, 2029. Row 2 · 2026-09-01 · Tax withholding · Disposed 1,102 · Balance 22,762 F2: Represents shares forfeit to satisfy tax withholding obligations in connection with vesting of previously awarded shares of restricted stock. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.10 · Expires 2036-09-01 | Direct | 9,600 |
Reported balance
After 2026-09-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-01 · Grant · Acquired 9,600 · Balance 9,600 F3: Options scheduled to vest and become exercisable in three substantially equal annual installments on each of September 1, 2027, September 1, 2028 and September 4, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock scheduled to vest in three substantially equal annual installments on each of September 1, 2027, September 1, 2028 and September 4, 2029.
F2: Represents shares forfeit to satisfy tax withholding obligations in connection with vesting of previously awarded shares of restricted stock.
F3: Options scheduled to vest and become exercisable in three substantially equal annual installments on each of September 1, 2027, September 1, 2028 and September 4, 2029.
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 3, 2026 20:43 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantEmployee Stock Option (right to buy) · Derivative | 9,600 | $0.00 Strike: $27.10 | $0.00 |
DisclosureSEC source: 0001437749-26-029618 · rdgdoc.xml · derivative · entry 3 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,600 Underlying: Common Stock · 9,600 shares Expires 2036-09-01 F3 · derivative.exercise_date: Options scheduled to vest and become exercisable in three substantially equal annual installments on each of September 1, 2027, September 1, 2028 and September 4, 2029. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:43 UTC | Electromed, Inc. ELMD · Entity 1958 | Tax withholdingCommon Stock | 1,102 | $27.10 | $29,864.20 |
DisclosureSEC source: 0001437749-26-029618 · rdgdoc.xml · nonDerivative · entry 2 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,762 F2 · shares: Represents shares forfeit to satisfy tax withholding obligations in connection with vesting of previously awarded shares of restricted stock. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:43 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 4,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-029618 · rdgdoc.xml · nonDerivative · entry 1 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,864 F1 · shares: Restricted stock scheduled to vest in three substantially equal annual installments on each of September 1, 2027, September 1, 2028 and September 4, 2029. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:02 UTC | Electromed, Inc. ELMD · Entity 1958 | Tax withholdingCommon Stock | 674 | $42.30 | $28,510.20 |
DisclosureSEC source: 0001437749-26-022498 · rdgdoc.xml · nonDerivative · entry 1 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,964 F1 · shares: Represents shares forfeited to satisfy tax withholding obligations in connection with vesting of previously awarded shares of restricted stock. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 23:39 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,267 | $0.00 Strike: $10.71 | $0.00 |
DisclosureSEC source: 0001437749-26-019883 · rdgdoc.xml · derivative · entry 6 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,633 Underlying: Common Stock · 5,267 shares Expires 2033-06-30 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. F3 · derivative.exercise_date: Scheduled to vest and become exercisable with respect to remaining shares on June 30, 2026. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 23:39 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,334 | $0.00 Strike: $10.25 | $0.00 |
DisclosureSEC source: 0001437749-26-019883 · rdgdoc.xml · derivative · entry 5 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,166 Underlying: Common Stock · 4,334 shares Expires 2033-11-10 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: Scheduled to vest and become exercisable with respect to remaining shares on June 30, 2026. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 23:39 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 181 | $37.11 | $6,717.63 |
DisclosureSEC source: 0001437749-26-019883 · rdgdoc.xml · nonDerivative · entry 4 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,638 F2 · price: Reflects the weighted average price of 181 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on June 4, 2026 with sale prices ranging from $37.055 to $37.21 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 23:39 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 11,620 | $36.34 | $422,218.51 |
DisclosureSEC source: 0001437749-26-019883 · rdgdoc.xml · nonDerivative · entry 3 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,819 F1 · price: Reflects the weighted average price of 11,620 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on June 4, 2026 with sale prices ranging from $36.04 to $37.02 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 23:39 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 5,267 | $10.71 | $56,409.57 |
DisclosureSEC source: 0001437749-26-019883 · rdgdoc.xml · nonDerivative · entry 2 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,439 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 |
| June 04, 2026 Filed Jun 8, 2026 23:39 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 4,334 | $10.25 | $44,423.50 |
DisclosureSEC source: 0001437749-26-019883 · rdgdoc.xml · nonDerivative · entry 1 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,172 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 |
| September 02, 2025 Filed Sep 4, 2025 20:11 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantEmployee Stock Option (right to buy) · Derivative | 9,800 | $0.00 Strike: $23.95 | $0.00 |
DisclosureSEC source: 0001437749-25-028373 · rdgdoc.xml · derivative · entry 3 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,800 Underlying: Common Stock · 9,800 shares Expires 2035-09-02 F3 · derivative.exercise_date: Options scheduled to vest and become exercisable in three substantially equal annual installments on each of the first business days of September 2026, 2027 and 2028. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:11 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 5,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-028373 · rdgdoc.xml · nonDerivative · entry 2 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,838 F2 · shares: Restricted stock scheduled to vest in three substantially equal annual installments on each of the first business days of September 2026, 2027 and 2028. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:11 UTC | Electromed, Inc. ELMD · Entity 1958 | Tax withholdingCommon Stock | 562 | $23.95 | $13,459.90 |
DisclosureSEC source: 0001437749-25-028373 · rdgdoc.xml · nonDerivative · entry 1 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,538 F1 · shares: Represents shares forfeit to satisfy tax withholding obligations in connection with vesting of previously awarded shares of restricted stock. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:54 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantEmployee Stock Option (right to buy) · Derivative | 12,200 | $0.00 Strike: $17.25 | $0.00 |
DisclosureSEC source: 0001437749-24-028560 · rdgdoc.xml · derivative · entry 2 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,200 Underlying: Common Stock · 12,200 shares Expires 2034-09-03 F2 · derivative.exercise_date: Options scheduled to vest and become exercisable in three substantially equal annual installments on each of the first business days of September 2025, 2026 and 2027. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:54 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-028560 · rdgdoc.xml · nonDerivative · entry 1 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,100 F1 · shares: Restricted stock scheduled to vest in three substantially equal annual installments on each of the first business days of September 2025, 2026 and 2027. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 22:28 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantEmployee Stock Option (right to buy) · Derivative | 6,500 | $0.00 Strike: $10.25 | $0.00 |
DisclosureSEC source: 0001437749-23-032054 · rdgdoc.xml · derivative · entry 1 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,500 Underlying: Common Stock · 6,500 shares Expires 2033-07-01 F1 · derivative.exercise_date: This stock option award vests in three substantially equal installments on each of June 30, 2024, 2025 and 2026. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 23:22 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantEmployee Stock Option (right to buy) · Derivative | 7,900 | $0.00 Strike: $10.71 | $0.00 |
DisclosureSEC source: 0001437749-23-019427 · rdgdoc.xml · derivative · entry 2 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,900 Underlying: Common Stock · 7,900 shares Expires 2033-07-01 F2 · derivative.exercise_date: 2,634 shares vest on June 30, 2024 and 2,633 shares vest on June 30, 2025 and June 30, 2026. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 23:22 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 6,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-019427 · rdgdoc.xml · nonDerivative · entry 1 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,600 F1 · shares: Restricted Stock scheduled to vest in three equal annual installments starting on on June 30, 2024. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 16:54 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-027513 · rdgdoc.xml · nonDerivative · entry 1 Nagel Bradley M. · CIK 0001954272 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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.