Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KORU Medical Systems, Inc.KRMD · Entity 6517 | Chief Commercial Officer | September 08, 2026 | September 09, 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.
KORU Medical Systems, Inc.
Report date September 08, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 394,017 |
Reported balance
After 2026-09-08 transaction · row 1
1 source rowRow 1 · 2026-09-08 · Purchase · Acquired 32,000 · Balance 394,017 |
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 08, 2026 Filed Sep 9, 2026 20:32 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | PurchaseCommon Stock | 32,000 | $3.16 | $101,120.00 |
DisclosureSEC source: 0001161697-26-000210 · form_4.xml · nonDerivative · entry 1 KALBERMATTEN ADAM R · CIK 0002080271 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,017 Read SEC document |
| July 28, 2026 Filed Aug 6, 2026 20:11 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Tax withholdingCommon Stock | 25,483 | $4.26 | $108,557.58 |
DisclosureSEC source: 0001161697-26-000191 · form_4.xml · nonDerivative · entry 2 KALBERMATTEN ADAM R · CIK 0002080271 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,017 F2 · kind: Represents shares withheld to satisfy tax obligations upon vesting of restricted stock units. Read SEC document |
| July 28, 2026 Filed Aug 6, 2026 20:11 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000191 · form_4.xml · nonDerivative · entry 1 KALBERMATTEN ADAM R · CIK 0002080271 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,500 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. F1 · shares: Represents shares of common stock delivered upon vesting of previously granted restricted stock units. Each restricted stock unit converts to one share of common stock upon vesting. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:02 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantPerformance Stock Unit · Derivative | 286,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000153 · form_4.xml · derivative · entry 1 KALBERMATTEN ADAM R · CIK 0002080271 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286,697 Underlying: Common Stock · 286,697 shares Expires not disclosed F1 · derivative.exercise_price: Performance stock unit awards pursuant to reporting person's amended and restated employment agreement, of which 215,023 may vest based on a target of the Company's net sales growth on or prior to 12/31/2030 and 71,674 may vest based on a target of the Company's market capitalization at 12/31/2030. F1 · derivative.exercise_date: Performance stock unit awards pursuant to reporting person's amended and restated employment agreement, of which 215,023 may vest based on a target of the Company's net sales growth on or prior to 12/31/2030 and 71,674 may vest based on a target of the Company's market capitalization at 12/31/2030. F1 · derivative.expiration_date: Performance stock unit awards pursuant to reporting person's amended and restated employment agreement, of which 215,023 may vest based on a target of the Company's net sales growth on or prior to 12/31/2030 and 71,674 may vest based on a target of the Company's market capitalization at 12/31/2030. Read SEC document |
| July 01, 2026 Filed Jul 13, 2026 20:06 UTC Amendment | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantPerformance Stock Unit · Derivative | 284,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000155 · form_4.xml · derivative · entry 1 KALBERMATTEN ADAM R · CIK 0002080271 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,091 Underlying: Common Stock · 284,091 shares Expires not disclosed F1 · derivative.exercise_price: Performance stock unit awards pursuant to reporting person's amended and restated employment agreement, of which 213,068 may vest based on a target of the Company's net sales growth on or prior to 12/31/2030 and 71,023 may vest based on a target of the Company's market capitalization at 12/31/2030. F1 · derivative.exercise_date: Performance stock unit awards pursuant to reporting person's amended and restated employment agreement, of which 213,068 may vest based on a target of the Company's net sales growth on or prior to 12/31/2030 and 71,023 may vest based on a target of the Company's market capitalization at 12/31/2030. F1 · derivative.expiration_date: Performance stock unit awards pursuant to reporting person's amended and restated employment agreement, of which 213,068 may vest based on a target of the Company's net sales growth on or prior to 12/31/2030 and 71,023 may vest based on a target of the Company's market capitalization at 12/31/2030. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 20:34 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | PurchaseCommon Stick | 7,500 | $3.93 | $29,475.00 |
DisclosureSEC source: 0001161697-26-000134 · form_4.xml · nonDerivative · entry 2 KALBERMATTEN ADAM R · CIK 0002080271 · President-Chief Commercial Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,500 Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 20:34 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | PurchaseCommon Stock | 5,000 | $3.96 | $19,800.00 |
DisclosureSEC source: 0001161697-26-000134 · form_4.xml · nonDerivative · entry 1 KALBERMATTEN ADAM R · CIK 0002080271 · President-Chief Commercial Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,000 Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 20:52 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantOption to buy Common Stock · Derivative | 67,779 | $0.00 Strike: $4.35 | $0.00 |
DisclosureSEC source: 0001161697-26-000064 · form_4.xml · derivative · entry 3 KALBERMATTEN ADAM R · CIK 0002080271 · President-Chief Commercial Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,779 Underlying: Common Stock · 67,779 shares Expires 2036-03-17 F2 · derivative.exercise_date: The units comprising the award vest in equal increments on March 17, 2027 and each first, second and third anniversaries thereof (each, a vesting date). Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 20:52 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantPerformance Stock Unit · Derivative | 45,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000064 · form_4.xml · derivative · entry 2 KALBERMATTEN ADAM R · CIK 0002080271 · President-Chief Commercial Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,098 Underlying: Common Stock · 45,098 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date. F3 · derivative.exercise_date: These units will vest based upon the achievement of certain performance conditions as of December 31, 2028. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved. These units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2028. F3 · derivative.expiration_date: These units will vest based upon the achievement of certain performance conditions as of December 31, 2028. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved. These units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2028. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 20:52 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantRestricted Stock Unit · Derivative | 45,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000064 · form_4.xml · derivative · entry 1 KALBERMATTEN ADAM R · CIK 0002080271 · President-Chief Commercial Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,098 Underlying: Common Stock · 45,098 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date. F2 · derivative.exercise_date: The units comprising the award vest in equal increments on March 17, 2027 and each first, second and third anniversaries thereof (each, a vesting date). F2 · derivative.expiration_date: The units comprising the award vest in equal increments on March 17, 2027 and each first, second and third anniversaries thereof (each, a vesting date). Read SEC document |
| August 01, 2025 Filed Aug 11, 2025 20:23 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantOption to buy Common Stock · Derivative | 600,000 | $0.00 Strike: $3.44 | $0.00 |
DisclosureSEC source: 0001161697-25-000245 · form_4.xml · derivative · entry 2 KALBERMATTEN ADAM R · CIK 0002080271 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,000 Underlying: Common Stock · 600,000 shares Expires 2035-08-01 F2 · derivative.exercise_date: One-fourth will vest on August 1, 2026 and on each first, second and third anniversary thereof. Read SEC document |
| July 28, 2025 Filed Aug 11, 2025 20:23 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantCommon Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-25-000245 · form_4.xml · nonDerivative · entry 1 KALBERMATTEN ADAM R · CIK 0002080271 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 F1 · shares: Represents shares of restricted stock issued as an employment inducement award that vest 25% annually commencing July 28, 2026, subject to acceleration as provided in his employment agreement. 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.