Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stereotaxis, Inc.STXS · Entity 6577 | Director | July 01, 2026 | July 01, 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.
Stereotaxis, Inc.
Report date July 01, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 558,975 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 43,103 · Balance 558,975 F1: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 2,700 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,700 |
| Common StockSEC Table I · non-derivative | IndirectBenfer Family Trust, D Benfer and M Benfer TTEE | 210,255 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 210,255 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant.
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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 1, 2026 20:00 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 43,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-031536 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 558,975 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| January 02, 2026 Filed Jan 2, 2026 21:15 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 46,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-000119 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515,872 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:05 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 43,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001641172-25-017792 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468,924 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| January 02, 2025 Filed Jan 2, 2025 22:30 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 56,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-000098 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425,256 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| July 01, 2024 Filed Jul 1, 2024 21:30 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 53,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-025870 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,759 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| January 02, 2024 Filed Jan 2, 2024 22:00 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 64,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-000118 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,284 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 20:05 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 47,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-023296 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,349 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| January 03, 2023 Filed Jan 3, 2023 21:10 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 54,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-000120 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,730 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 20:00 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 15,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-018355 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,676 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| January 04, 2022 Filed Jan 4, 2022 21:05 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 10,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-000300 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,149 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:19 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-016180 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,700 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 16:18 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-000282 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,954 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 10:15 UTC | Stereotaxis, Inc. STXS · Entity 6577 | SaleCommon Stock | 4,999 | $4.34 | $21,695.66 |
DisclosureSEC source: 0001493152-20-017866 · ownership.xml · nonDerivative · entry 3 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benfer Family Trust, D Benfer & M Benfer TTEE Disclosed balance after: 155,001 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.33 to $4.41, inclusive. The reporting person undertakes to provide to Stereotaxis, Inc., any security holder of Stereotaxis, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 21:24 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-012674 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,954 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 21:38 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GiftCommon Stock | 160,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-001169 · ownership.xml · nonDerivative · entry 3 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BENFER FAMILY TRUST, D BENFER & M BENFERTTEE Disclosed balance after: 160,000 F2 · shares: These shares were previously reported as directly beneficially owned but were contributed to BENFER FAMILY TRUST, D BENFER & M BENFER TTEE on January 23, 2020. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 21:38 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GiftCommon Stock | 160,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-001169 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,954 F1 · shares: 160,000 shares, which were previously directly beneficially owned, were gifted by the reporting person January 23, 2020, to the BENFER FAMILY TRUST, D BENFER & M BENFER TTEE Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:07 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-000219 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,954 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| July 01, 2019 Filed Jul 1, 2019 10:15 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-19-009953 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,954 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 18:03 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-19-000097 · ownership.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,954 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 22:04 UTC | Stereotaxis, Inc. STXS · Entity 6577 | SaleCommon Stock | 760 | $1.44 | $1,094.40 |
DisclosureSEC source: 0000950138-18-000632 · edgar.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,954 Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 19:56 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289340-18-000063 · edgar.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,714 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| January 02, 2018 Filed Jan 2, 2018 19:19 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289340-18-000014 · edgar.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,714 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:02 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-17-000531 · edgar.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,714 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| June 27, 2017 Filed Feb 12, 2021 22:01 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GiftCommon Stock | 55,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001235110-21-000009 · edgar.xml · nonDerivative · entry 3 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benfer Family Trust, D Benfer & M Benfer TTEE Disclosed balance after: 210,255 Read SEC document |
| June 27, 2017 Filed Feb 12, 2021 22:01 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GiftCommon Stock | 55,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001235110-21-000009 · edgar.xml · nonDerivative · entry 1 Benfer David · CIK 0001325119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,700 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.