Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIDA SENIOR LIVING, INC.CSU · Entity 4563 | Director | May 19, 2021 | May 21, 2021 |
| 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.
SONIDA SENIOR LIVING, INC.
Report date May 19, 2021 · Filed May 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,550 |
Reported balance
After 2021-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-19 · Grant · Acquired 1,422 · Balance 4,550 F1: Represents an award of Restricted Stock Units. F2: On December 11, 2020, the Common Stock of CSU split 1-for-15, resulting in a reduction in the number of shares of Common Stock beneficially owned by the Reporting Person. F3: Includes all shares of CSU Common Stock and Restricted Stock Units beneficially owned by the Reporting Person, including 19,947 Restricted Stock Units (or 1,329 Restricted Stock Units when adjusted for the reverse stock split referred to above in footnote 1) previously reported on Table II. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units.
F2: On December 11, 2020, the Common Stock of CSU split 1-for-15, resulting in a reduction in the number of shares of Common Stock beneficially owned by the Reporting Person.
F3: Includes all shares of CSU Common Stock and Restricted Stock Units beneficially owned by the Reporting Person, including 19,947 Restricted Stock Units (or 1,329 Restricted Stock Units when adjusted for the reverse stock split referred to above in footnote 1) previously reported on Table II.
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 | 621,248 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 43,103 · Balance 621,248 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 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). |
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 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).
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: 0001493152-26-031535 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 621,248 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, 2026 Filed Jan 2, 2026 21:15 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 46,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-000117 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 578,145 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: 0001641172-25-017794 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531,197 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: 0001493152-25-000101 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 487,529 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: 0001493152-24-025867 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 431,032 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: 0001493152-24-000116 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,557 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: 0001493152-23-023293 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,622 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 03, 2023 Filed Jan 3, 2023 21:10 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 54,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-000124 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,003 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, 2022 Filed Jul 1, 2022 20:00 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 15,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-018353 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,949 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 04, 2022 Filed Jan 4, 2022 21:05 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 10,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-000294 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,422 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, 2021 Filed Jul 6, 2021 15:15 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-016177 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,973 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 |
| May 19, 2021 Filed May 21, 2021 21:58 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-018419 · form4.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,550 F1 · shares: Represents an award of Restricted Stock Units. F2 · balance_after: On December 11, 2020, the Common Stock of CSU split 1-for-15, resulting in a reduction in the number of shares of Common Stock beneficially owned by the Reporting Person. F3 · balance_after: Includes all shares of CSU Common Stock and Restricted Stock Units beneficially owned by the Reporting Person, including 19,947 Restricted Stock Units (or 1,329 Restricted Stock Units when adjusted for the reverse stock split referred to above in footnote 1) previously reported on Table II. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 16:30 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-000292 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,973 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, 2020 Filed Jul 6, 2020 21:29 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-012687 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,973 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, 2020 Filed Jan 6, 2020 21:17 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-000224 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,973 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, 2019 Filed Jul 1, 2019 14:36 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-19-009973 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,973 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 |
| May 14, 2019 Filed May 17, 2019 01:04 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantRestricted Stock Units · Derivative | 19,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-19-009302 · form4.xml · derivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,947 Underlying: Common Stock · 19,947 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of CSU stock without the payment of additional consideration. F2 · derivative.exercise_date: The Restricted Stock Units vest one year after the date of grant. The reporting person has elected that vested Restricted Stock Units will settle on the earlier of his separation date and his death or disability. F2 · derivative.expiration_date: The Restricted Stock Units vest one year after the date of grant. The reporting person has elected that vested Restricted Stock Units will settle on the earlier of his separation date and his death or disability. Read SEC document |
| March 07, 2019 Filed Mar 8, 2019 23:50 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | PurchaseCommon Stock | 6,826 | $3.84 | $26,211.84 |
DisclosureSEC source: 0000922423-19-000018 · form4.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,981 Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 18:04 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-19-000098 · ownership.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,973 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 of the Company (as defined in the award documents). Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 20:15 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 4,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001289340-18-000066 · edgar.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,973 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 of the Company (as defined in the award documents). Read SEC document |
| May 10, 2018 Filed May 14, 2018 21:06 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 11,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-023394 · form4.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,155 Read SEC document |
| August 25, 2017 Filed Aug 29, 2017 21:35 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 8,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-033569 · form4.xml · nonDerivative · entry 1 Levin Ross B · CIK 0001459880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,929 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.