Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | Director | May 08, 2026 | May 11, 2026 |
| Clearfield, Inc.CLFD · Entity 5688 | Director | February 27, 2026 | March 02, 2026 |
| Electromed, Inc.ELMD · Entity 1958 | Director | May 15, 2026 | May 19, 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.
Citizens Community Bancorp Inc.
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | IndirectBy PK Skarvan Trust | 2,050 |
Last balance in matching sequence
After 2026-05-08 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-05-08 · Purchase · Acquired 450 · Balance 1,750 F1: These shares are held by the PK Skarvan Trust pursuant to which Kathleen Skarvan and Paul Skarvan are trustees. Row 2 · 2026-05-08 · Purchase · Acquired 300 · Balance 2,050 F1: These shares are held by the PK Skarvan Trust pursuant to which Kathleen Skarvan and Paul Skarvan are trustees. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 8,601 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,601 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held by the PK Skarvan Trust pursuant to which Kathleen Skarvan and Paul Skarvan are trustees.
Clearfield, Inc.
Report date February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,870 |
Reported balance
After 2026-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 2,544 · Balance 2,870 F1: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders.
Electromed, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,622 |
Ending reported balance
After 2026-05-15 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-05-15 · Exercise / conversion · Acquired 40,000 · Balance 75,622 Row 2 · 2026-05-15 · Sale · Disposed 8,150 · Balance 67,472 F2: Reflects the weighted average price of 8,150 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on May 15, 2026 with sale prices ranging from $33.86 to $34.85 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. Row 3 · 2026-05-15 · Sale · Disposed 19,032 · Balance 48,440 F3: Reflects the weighted average price of 19,032 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on May 15, 2026 with sale prices ranging from $34.872 to $35.86 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. Row 4 · 2026-05-15 · Sale · Disposed 9,256 · Balance 39,184 F4: Reflects the weighted average price of 9,256 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on May 15, 2026 with sale prices ranging from $35.87 to $36.74 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. Row 5 · 2026-05-15 · Sale · Disposed 3,562 · Balance 35,622 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.82 · Expires 2026-07-01 | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-15 · Exercise / conversion · Disposed 40,000 · Balance 0 F1: Fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Fully vested.
F2: Reflects the weighted average price of 8,150 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on May 15, 2026 with sale prices ranging from $33.86 to $34.85 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.
F3: Reflects the weighted average price of 19,032 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on May 15, 2026 with sale prices ranging from $34.872 to $35.86 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.
F4: Reflects the weighted average price of 9,256 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on May 15, 2026 with sale prices ranging from $35.87 to $36.74 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.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 19, 2026 20:44 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $3.82 | $0.00 |
DisclosureSEC source: 0001437749-26-017798 · rdgdoc.xml · derivative · entry 6 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2026-07-01 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 · derivative.exercise_date: Fully vested. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:44 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 3,562 | $37.33 | $132,969.46 |
DisclosureSEC source: 0001437749-26-017798 · rdgdoc.xml · nonDerivative · entry 5 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,622 Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:44 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 9,256 | $36.26 | $335,604.05 |
DisclosureSEC source: 0001437749-26-017798 · rdgdoc.xml · nonDerivative · entry 4 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,184 F4 · price: Reflects the weighted average price of 9,256 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on May 15, 2026 with sale prices ranging from $35.87 to $36.74 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 |
| May 15, 2026 Filed May 19, 2026 20:44 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 19,032 | $35.24 | $670,729.55 |
DisclosureSEC source: 0001437749-26-017798 · rdgdoc.xml · nonDerivative · entry 3 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,440 F3 · price: Reflects the weighted average price of 19,032 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on May 15, 2026 with sale prices ranging from $34.872 to $35.86 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 |
| May 15, 2026 Filed May 19, 2026 20:44 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 8,150 | $34.36 | $280,055.19 |
DisclosureSEC source: 0001437749-26-017798 · rdgdoc.xml · nonDerivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,472 F2 · price: Reflects the weighted average price of 8,150 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on May 15, 2026 with sale prices ranging from $33.86 to $34.85 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 |
| May 15, 2026 Filed May 19, 2026 20:44 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 40,000 | $3.82 | $152,800.00 |
DisclosureSEC source: 0001437749-26-017798 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,622 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 |
| May 08, 2026 Filed May 11, 2026 12:43 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $.01 per share | 300 | $21.20 | $6,360.00 |
DisclosureSEC source: 0001628280-26-033159 · wk-form4_1778503386.xml · nonDerivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By PK Skarvan Trust Disclosed balance after: 2,050 F1 · ownership.nature: These shares are held by the PK Skarvan Trust pursuant to which Kathleen Skarvan and Paul Skarvan are trustees. Read SEC document |
| May 08, 2026 Filed May 11, 2026 12:43 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $.01 per share | 450 | $21.13 | $9,508.50 |
DisclosureSEC source: 0001628280-26-033159 · wk-form4_1778503386.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By PK Skarvan Trust Disclosed balance after: 1,750 F1 · ownership.nature: These shares are held by the PK Skarvan Trust pursuant to which Kathleen Skarvan and Paul Skarvan are trustees. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 22:26 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 2,544 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-26-000008 · primary_doc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,870 F1 · security: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 19:12 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-25-000032 · primary_doc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 326 F1 · security: The restrictions on the shares lapse on the one year anniversary of the date of the grant. Read SEC document |
| December 01, 2025 Filed Dec 4, 2025 01:10 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-036831 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,622 F1 · shares: Restricted Stock scheduled to vest on June 1, 2026, unless earlier accelerated or terminated pursuant to their terms. Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 13:38 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $.01 per share | 1,000 | $14.74 | $14,740.00 |
DisclosureSEC source: 0001367859-25-000070 · wk-form4_1754055493.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By PK Skarvan Trust Disclosed balance after: 1,300 F1 · ownership.nature: These shares are held by the PK Skarvan Trust pursuant to which Kathleen Skarvan and Paul Skarvan are trustees. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 23:00 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 38,954 | $29.28 | $1,140,573.12 |
DisclosureSEC source: 0001437749-25-004433 · rdgdoc.xml · nonDerivative · entry 7 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,622 F1 · shares: All sales of shares reported are part of a diversification of a portion of the reporting person's securities portfolio and individual financial and retirement planning. F5 · price: Reflects the weighted average price of 38,954 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 18, 2025 with sale prices ranging from $29.14 to $29.83 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 |
| February 18, 2025 Filed Feb 19, 2025 23:00 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 5,000 | $29.15 | $145,750.00 |
DisclosureSEC source: 0001437749-25-004433 · rdgdoc.xml · nonDerivative · entry 6 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · shares: All sales of shares reported are part of a diversification of a portion of the reporting person's securities portfolio and individual financial and retirement planning. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 23:00 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $1.80 | $0.00 |
DisclosureSEC source: 0001437749-25-004433 · rdgdoc.xml · derivative · entry 8 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2025-07-01 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. F6 · derivative.exercise_date: Fully vested. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 23:00 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 23,989 | $32.07 | $769,327.23 |
DisclosureSEC source: 0001437749-25-004433 · rdgdoc.xml · nonDerivative · entry 5 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 5,000 F1 · shares: All sales of shares reported are part of a diversification of a portion of the reporting person's securities portfolio and individual financial and retirement planning. F4 · price: Reflects the weighted average price of 23,989 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 14, 2025 with sale prices ranging from $31.55 to $32.29 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 |
| February 14, 2025 Filed Feb 19, 2025 23:00 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 1,082 | $33.08 | $35,792.56 |
DisclosureSEC source: 0001437749-25-004433 · rdgdoc.xml · nonDerivative · entry 4 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,576 F1 · shares: All sales of shares reported are part of a diversification of a portion of the reporting person's securities portfolio and individual financial and retirement planning. F3 · price: Reflects the weighted average price of 1,082 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 14, 2025 with sale prices ranging from $33.04 to $33.15 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 |
| February 14, 2025 Filed Feb 19, 2025 23:00 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 7,558 | $32.13 | $242,838.54 |
DisclosureSEC source: 0001437749-25-004433 · rdgdoc.xml · nonDerivative · entry 3 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,658 F1 · shares: All sales of shares reported are part of a diversification of a portion of the reporting person's securities portfolio and individual financial and retirement planning. F2 · price: Reflects the weighted average price of 7,558 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 14, 2025 with sale prices ranging from $31.70 to $32.59 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 |
| February 14, 2025 Filed Feb 19, 2025 23:00 UTC | Electromed, Inc. ELMD · Entity 1958 | Tax withholdingCommon Stock | 15,178 | $33.21 | $504,061.38 |
DisclosureSEC source: 0001437749-25-004433 · rdgdoc.xml · nonDerivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,216 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 23:00 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 40,000 | $1.80 | $72,000.00 |
DisclosureSEC source: 0001437749-25-004433 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,394 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 |
| December 01, 2024 Filed Dec 3, 2024 23:37 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-036598 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,394 F1 · shares: Restricted Stock scheduled to vest on June 1, 2025, unless earlier accelerated or terminated pursuant to their terms. Read SEC document |
| November 19, 2024 Filed Nov 20, 2024 21:48 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 56,945 | $27.97 | $1,592,785.82 |
DisclosureSEC source: 0001437749-24-035878 · rdgdoc.xml · nonDerivative · entry 3 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 28,989 F2 · shares: All sales of shares reported are part of a diversification of a portion of the reporting person's securities portfolio and individual financial and retirement planning. F4 · price: Reflects the weighted average price of 56,945 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on November 19, 2024 with purchase prices ranging from $27.701 to $28.3121 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 |
| November 19, 2024 Filed Nov 20, 2024 21:48 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 50,602 | $27.92 | $1,412,914.10 |
DisclosureSEC source: 0001437749-24-035878 · rdgdoc.xml · nonDerivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,394 F2 · shares: All sales of shares reported are part of a diversification of a portion of the reporting person's securities portfolio and individual financial and retirement planning. F3 · price: Reflects the weighted average price of 50,602 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on November 19, 2024 with purchase prices ranging from $27.7556 to $28.3137 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 |
| November 18, 2024 Filed Nov 20, 2024 21:48 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 42,453 | $28.16 | $1,195,650.54 |
DisclosureSEC source: 0001437749-24-035878 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,996 F2 · shares: All sales of shares reported are part of a diversification of a portion of the reporting person's securities portfolio and individual financial and retirement planning. F1 · price: Reflects the weighted average price of 45,453 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on November 18, 2024 with purchase prices ranging from $28.00 to $28.8919 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 |
| January 25, 2024 Filed Jan 29, 2024 21:02 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,893 | $11.88 | $22,488.84 |
DisclosureSEC source: 0001367859-24-000028 · wk-form4_1706562114.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,601 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2024. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:33 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-033692 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,449 F1 · shares: Restricted Stock scheduled to vest on June 1, 2024, unless earlier accelerated or terminated pursuant to their terms. Read SEC document |
| July 12, 2023 Filed Jul 18, 2023 20:00 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 1,107 | $10.83 | $11,991.58 |
DisclosureSEC source: 0001437749-23-020139 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,449 F1 · price: Reflects the weighted average price of 1,107 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on July 12, 2023 with purchase prices ranging from $10.71 to $10.9075 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 12, 2023 Filed Jun 14, 2023 13:26 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $.01 per share | 300 | $8.80 | $2,640.00 |
DisclosureSEC source: 0001367859-23-000116 · wk-form4_1686749184.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By PK Skarvan Trust Disclosed balance after: 300 F1 · ownership.nature: These shares are held by the PK Skarvan Trust pursuant to which Kathleen Skarvan and Paul Skarvan are trustees. Read SEC document |
| February 27, 2023 Filed Mar 6, 2023 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $1.40 | $0.00 |
DisclosureSEC source: 0001437749-23-005530 · rdgdoc.xml · derivative · entry 7 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2024-06-30 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. F2 · derivative.exercise_date: Fully vested. Read SEC document |
| February 27, 2023 Filed Mar 6, 2023 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $1.31 | $0.00 |
DisclosureSEC source: 0001437749-23-005530 · rdgdoc.xml · derivative · entry 6 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2023-06-30 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. F2 · derivative.exercise_date: Fully vested. Read SEC document |
| February 27, 2023 Filed Mar 6, 2023 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | GiftCommon Stock | 40,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-005530 · rdgdoc.xml · nonDerivative · entry 4 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,556 F1 · shares: Transfer of shares to a family trust of which the reporting person serves as a trustee. Read SEC document |
| February 27, 2023 Filed Mar 6, 2023 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Tax withholdingCommon Stock | 24,815 | $13.50 | $335,002.50 |
DisclosureSEC source: 0001437749-23-005530 · rdgdoc.xml · nonDerivative · entry 3 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,741 Read SEC document |
| February 27, 2023 Filed Mar 6, 2023 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 50,000 | $1.40 | $70,000.00 |
DisclosureSEC source: 0001437749-23-005530 · rdgdoc.xml · nonDerivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,556 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 |
| February 27, 2023 Filed Mar 6, 2023 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 15,000 | $1.31 | $19,650.00 |
DisclosureSEC source: 0001437749-23-005530 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,556 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 |
| January 19, 2023 Filed Jan 23, 2023 21:19 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,699 | $12.36 | $20,999.64 |
DisclosureSEC source: 0001367859-23-000053 · wf-form4_167450875893667.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,708 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2023. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 21:40 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $1.75 | $0.00 |
DisclosureSEC source: 0001437749-22-022443 · rdgdoc.xml · derivative · entry 5 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2022-12-02 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 · derivative.exercise_date: Fully vested. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 21:40 UTC | Electromed, Inc. ELMD · Entity 1958 | GiftCommon Stock | 11,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-022443 · rdgdoc.xml · nonDerivative · entry 3 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,556 F1 · shares: Transfer of shares to a family trust of which the reporting person serves as a trustee. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 21:40 UTC | Electromed, Inc. ELMD · Entity 1958 | Tax withholdingCommon Stock | 8,240 | $11.46 | $94,430.40 |
DisclosureSEC source: 0001437749-22-022443 · rdgdoc.xml · nonDerivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,316 Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 21:40 UTC | Electromed, Inc. ELMD · Entity 1958 | Exercise / conversionCommon Stock | 20,000 | $1.75 | $35,000.00 |
DisclosureSEC source: 0001437749-22-022443 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,556 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 |
| July 01, 2022 Filed Jul 6, 2022 23:51 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantEmployee Stock Option (right to buy) · Derivative | 28,800 | $0.00 Strike: $9.90 | $0.00 |
DisclosureSEC source: 0001437749-22-016762 · rdgdoc.xml · derivative · entry 3 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,800 Underlying: Common Stock · 28,800 shares Expires 2032-06-30 F1 · derivative.exercise_date: Stock options scheduled to vest in equal increments on each of June 30, 2023, 2024 and 2025. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:51 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 14,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-016762 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,545 Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 14:28 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,142 | $14.00 | $15,988.00 |
DisclosureSEC source: 0001367859-22-000038 · wf-form4_164363929753329.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,009 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2022. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:39 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantEmployee Stock Option (right to buy) · Derivative | 18,200 | $0.00 Strike: $11.35 | $0.00 |
DisclosureSEC source: 0001437749-21-016493 · rdgdoc.xml · derivative · entry 3 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,200 Underlying: Common Stock · 18,200 shares Expires 2031-07-01 F1 · derivative.exercise_date: Stock options scheduled to vest in substantially equal increments on each of June 30, 2022, 2023 and 2024. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:39 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 10,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-016493 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,145 Read SEC document |
| May 14, 2021 Filed May 18, 2021 20:41 UTC | Electromed, Inc. ELMD · Entity 1958 | PurchaseCommon Stock | 5,000 | $9.87 | $49,350.00 |
DisclosureSEC source: 0001437749-21-012687 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,000 Read SEC document |
| May 14, 2021 Filed May 18, 2021 20:40 UTC | Electromed, Inc. ELMD · Entity 1958 | PurchaseCommon Stock | 5,000 | $9.87 | $49,350.00 |
DisclosureSEC source: 0001437749-21-012686 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,000 Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 13:51 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,321 | $10.78 | $14,240.38 |
DisclosureSEC source: 0001367859-21-000022 · wf-form4_161218750212329.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,867 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2021. Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 21:07 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-018679 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,245 F1 · shares: Restricted stock scheduled to vest in two equal increments on the first and second anniversaries of the date of grant. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:44 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantStock Option (right to buy) · Derivative | 13,800 | $0.00 Strike: $14.91 | $0.00 |
DisclosureSEC source: 0001437749-20-014676 · rdgdoc.xml · derivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,800 Underlying: Common Stock · 13,800 shares Expires 2030-07-01 F1 · derivative.exercise_date: Stock options scheduled to vest in substantially equal increments on each of June 30, 2021, 2022 and 2023. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:44 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 8,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-014676 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,245 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.