Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beyond Air, Inc.XAIR · Entity 8379 | Chief Financial Officer | July 29, 2026 | July 31, 2026 |
| Symbolic Logic, Inc.EVOL · Entity 122518 | CFO | March 10, 2017 | March 14, 2017 |
| ZYNEX INCZYXI · Entity 55698 | CHIEF FINANCIAL OFFICER | June 05, 2025 | June 06, 2025 |
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.
Beyond Air, Inc.
Report date July 29, 2026 · Filed July 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,340 |
Reported balance
After 2026-07-29 transaction · row 1
1 source rowRow 1 · 2026-07-29 · Purchase · Acquired 4,340 · Balance 4,340 |
| Series A WarrantSEC Table II · derivative / convertible security · Conversion / exercise price $5.51 | Direct | 4,340 |
Reported balance
After 2026-07-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-29 · Purchase · Acquired 4,340 · Balance 4,340 F3: Each Series A Warrant and Series B Warrant was purchased together with one share of common stock for a combined purchase price of $5.76. F1: Exercisable immediately upon issuance F2: Expiration on the earlier of (i) the first anniversary of their issuance or (ii) the date that is 45 days following approval by the FDA of the Company's pending premarket approval supplement for LungFit PH II |
| Series B WarrantSEC Table II · derivative / convertible security · Conversion / exercise price $5.51 | Direct | 4,340 |
Reported balance
After 2026-07-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-29 · Purchase · Acquired 4,340 · Balance 4,340 F3: Each Series A Warrant and Series B Warrant was purchased together with one share of common stock for a combined purchase price of $5.76. F1: Exercisable immediately upon issuance F4: 5 years following date of issuance |
Filing footnotes · ownership attribution and instrument terms
F1: Exercisable immediately upon issuance
F2: Expiration on the earlier of (i) the first anniversary of their issuance or (ii) the date that is 45 days following approval by the FDA of the Company's pending premarket approval supplement for LungFit PH II
F3: Each Series A Warrant and Series B Warrant was purchased together with one share of common stock for a combined purchase price of $5.76.
F4: 5 years following date of issuance
Symbolic Logic, Inc.
Report date March 10, 2017 · Filed March 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,300 |
Reported balance
After 2017-03-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-03-10 · Grant · Acquired 15,000 · Balance 17,300 F1: This is a grant of restricted stock vesting over a four-year period, with one-fifth vesting on January 1, 2018 and the balance vesting in equal increments beginning in March 2018 through March 2021. Restrictions on 40% of the Award will lapse (shares will vest) based upon achievement by the Company of annual performance targets established by the Board of Directors. F2: Nominal consideration of par value ($.001) per share was paid for the restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: This is a grant of restricted stock vesting over a four-year period, with one-fifth vesting on January 1, 2018 and the balance vesting in equal increments beginning in March 2018 through March 2021. Restrictions on 40% of the Award will lapse (shares will vest) based upon achievement by the Company of annual performance targets established by the Board of Directors.
F2: Nominal consideration of par value ($.001) per share was paid for the restricted stock.
ZYNEX INC
Report date June 05, 2025 · Filed June 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,273 |
Reported balance
After 2025-06-05 transaction · row 1
1 source rowRow 1 · 2025-06-05 · Tax withholding · Disposed 3,982 · Balance 16,273 F1: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of Restricted Stock Awards ("RSAs") and does not represent a sale. |
| Common Stock (Restricted Stock Award)SEC Table I · non-derivative | Direct | 64,245 |
Reported balance
After 2025-06-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-06-05 · Grant · Acquired 5,000 · Balance 64,245 F2: Represents a restricted stock award issued pursuant to the Issuer's 2017 Stock Incentive Plan (the "Plan") pursuant to which the 5,000 shares vest equally, on an annual basis, over a period of four years beginning one year from the grant date. F3: Represents restricted stock awards under the Plan, which have not vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of Restricted Stock Awards ("RSAs") and does not represent a sale.
F2: Represents a restricted stock award issued pursuant to the Issuer's 2017 Stock Incentive Plan (the "Plan") pursuant to which the 5,000 shares vest equally, on an annual basis, over a period of four years beginning one year from the grant date.
F3: Represents restricted stock awards under the Plan, which have not 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 |
|---|---|---|---|---|---|---|
| September 11, 2019 Filed Sep 12, 2019 17:14 UTC | ZYNEX INC ZYXI · Entity 55698 | GrantRestricted Stock Award | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-044445 · tv529371_4.xml · nonDerivative · entry 1 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · shares: Represents a restricted stock award issued pursuant to the Issuer's 2017 Stock Incentive Plan (the "Plan") pursuant to which the 5,000 shares vest equally over a period of four years beginning on the one year anniversary of the grant date. F2 · balance_after: Represents restricted stock awards under the Plan, which have not vested. Read SEC document |
| June 12, 2019 Filed Jun 12, 2019 17:26 UTC | ZYNEX INC ZYXI · Entity 55698 | SaleCommon Stock | 13,750 | $8.25 | $113,437.50 |
DisclosureSEC source: 0001144204-19-030723 · tv523491_form4.xml · nonDerivative · entry 2 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 17:26 UTC | ZYNEX INC ZYXI · Entity 55698 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 10,000 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0001144204-19-030723 · tv523491_form4.xml · derivative · entry 3 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 Underlying: Common Stock · 10,000 shares Expires 2027-06-05 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 · security: Represents an option to purchase 200,000 shares of common stock issued pursuant to the Plan on June 5, 2017, which 170,000 options remain and 70,000 have vested to date. The remaining 100,000 options vest equally on June 5, 2020 and 2021. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 17:26 UTC | ZYNEX INC ZYXI · Entity 55698 | Exercise / conversionCommon Stock | 10,000 | $0.40 | $4,000.00 |
DisclosureSEC source: 0001144204-19-030723 · tv523491_form4.xml · nonDerivative · entry 1 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 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 05, 2019 Filed Jun 6, 2019 18:11 UTC | ZYNEX INC ZYXI · Entity 55698 | GrantRestricted Stock Award | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-030135 · tv523257_4.xml · nonDerivative · entry 1 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,250 F1 · shares: Represents a restricted stock award issued pursuant to the Issuer's 2017 Stock Incentive Plan (the "Plan") pursuant to which the 5,000 shares vest equally over a period of four years beginning on the one year anniversary of the grant date. F2 · balance_after: Represents restricted stock awards under the Plan, which have not vested. Read SEC document |
| May 13, 2019 Filed May 14, 2019 17:05 UTC | ZYNEX INC ZYXI · Entity 55698 | SaleCommon Stock | 700 | $7.16 | $5,008.50 |
DisclosureSEC source: 0001144204-19-026048 · tv521628_4.xml · nonDerivative · entry 4 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| May 13, 2019 Filed May 14, 2019 17:05 UTC | ZYNEX INC ZYXI · Entity 55698 | SaleCommon Stock | 14,859 | $7.15 | $106,241.85 |
DisclosureSEC source: 0001144204-19-026048 · tv521628_4.xml · nonDerivative · entry 3 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700 Read SEC document |
| May 10, 2019 Filed May 14, 2019 17:05 UTC | ZYNEX INC ZYXI · Entity 55698 | SaleCommon Stock | 4,441 | $7.24 | $32,152.84 |
DisclosureSEC source: 0001144204-19-026048 · tv521628_4.xml · nonDerivative · entry 2 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,559 Read SEC document |
| May 10, 2019 Filed May 14, 2019 17:05 UTC | ZYNEX INC ZYXI · Entity 55698 | SaleCommon Stock | 5,000 | $7.15 | $35,750.00 |
DisclosureSEC source: 0001144204-19-026048 · tv521628_4.xml · nonDerivative · entry 1 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:36 UTC | ZYNEX INC ZYXI · Entity 55698 | OtherOptions to Purchase Common Stock · Derivative | 20,000 | $0.40 Strike: $0.40 | $8,000.00 |
DisclosureSEC source: 0001144204-19-025417 · tv521361_4.xml · derivative · entry 3 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 20,000 shares Expires 2027-06-05 F2 · security: Represents an option to purchase 200,000 shares of common stock issued pursuant to the Plan on June 5, 2017, which such total option vests in four equal annual installments beginning on the one year anniversary of the issue date. Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:36 UTC | ZYNEX INC ZYXI · Entity 55698 | GrantCommon Stock | 20,000 | $0.40 | $8,000.00 |
DisclosureSEC source: 0001144204-19-025417 · tv521361_4.xml · nonDerivative · entry 1 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| May 08, 2019 Filed May 14, 2019 16:53 UTC Amendment | ZYNEX INC ZYXI · Entity 55698 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 20,000 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0001144204-19-026030 · tv521610_4a.xml · derivative · entry 3 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 20,000 shares Expires 2027-06-05 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 · security: Represents an option to purchase 200,000 shares of common stock issued pursuant to the Plan on June 5, 2017, which such total option vests in four equal annual installments beginning on the one year anniversary of the issue date. Read SEC document |
| May 08, 2019 Filed May 14, 2019 16:53 UTC Amendment | ZYNEX INC ZYXI · Entity 55698 | Exercise / conversionCommon Stock | 20,000 | $0.40 | $8,000.00 |
DisclosureSEC source: 0001144204-19-026030 · tv521610_4a.xml · nonDerivative · entry 1 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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 05, 2018 Filed May 10, 2019 21:36 UTC | ZYNEX INC ZYXI · Entity 55698 | GrantRestricted Stock Awards | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-025417 · tv521361_4.xml · nonDerivative · entry 2 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · security: Represents restricted stock awards issued pursuant to the Issuer's 2017 Stock Incentive Plan (the "Plan"), pursuant to which 5,000, 5,000 and 5,000 restricted stock awards were issued on September 5, 2018, December 5, 2018 and March 5, 2019, respectively, of which 0 shares are vested and which such total awards vest in four equal annual installments beginning on the one year anniversary of the issue date, respectively. F1 · shares: Represents restricted stock awards issued pursuant to the Issuer's 2017 Stock Incentive Plan (the "Plan"), pursuant to which 5,000, 5,000 and 5,000 restricted stock awards were issued on September 5, 2018, December 5, 2018 and March 5, 2019, respectively, of which 0 shares are vested and which such total awards vest in four equal annual installments beginning on the one year anniversary of the issue date, respectively. Read SEC document |
| September 05, 2018 Filed May 14, 2019 16:53 UTC Amendment | ZYNEX INC ZYXI · Entity 55698 | GrantRestricted Stock Awards | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-026030 · tv521610_4a.xml · nonDerivative · entry 2 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 F1 · security: Represents restricted stock awards issued pursuant to the Issuer's 2017 Stock Incentive Plan (the "Plan"), pursuant to which 5,000, 5,000 and 5,000 restricted stock awards were issued on September 5, 2018, December 5, 2018 and March 5, 2019, respectively, of which 0 shares are vested and which such total awards vest in four equal annual installments beginning on the one year anniversary of the issue date, respectively. F1 · shares: Represents restricted stock awards issued pursuant to the Issuer's 2017 Stock Incentive Plan (the "Plan"), pursuant to which 5,000, 5,000 and 5,000 restricted stock awards were issued on September 5, 2018, December 5, 2018 and March 5, 2019, respectively, of which 0 shares are vested and which such total awards vest in four equal annual installments beginning on the one year anniversary of the issue date, respectively. Read SEC document |
| August 08, 2018 Filed Aug 9, 2018 13:51 UTC | ZYNEX INC ZYXI · Entity 55698 | PurchaseCommon Stock | 5,000 | $2.70 | $13,500.00 |
DisclosureSEC source: 0001144204-18-043196 · tv500595_4.xml · nonDerivative · entry 1 MOORHEAD DANIEL J · CIK 0001536000 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 16:24 UTC | Symbolic Logic, Inc. EVOL · Entity 122518 | GrantCommon Stock | 15,000 | $0.00 | $15.00 |
DisclosureSEC source: 0001214659-17-001937 · marketforms-38270.xml · nonDerivative · entry 1 MOORHEAD DANIEL J · CIK 0001536000 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,300 F1 · security: This is a grant of restricted stock vesting over a four-year period, with one-fifth vesting on January 1, 2018 and the balance vesting in equal increments beginning in March 2018 through March 2021. Restrictions on 40% of the Award will lapse (shares will vest) based upon achievement by the Company of annual performance targets established by the Board of Directors. F2 · price: Nominal consideration of par value ($.001) per share was paid for the restricted stock. 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.