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 |
|---|---|---|---|---|---|---|
| January 23, 2020 Filed Jan 27, 2020 18:27 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,192 | $11.95 | $14,244.40 |
DisclosureSEC source: 0001367859-20-000022 · wf-form4_158014962305032.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,546 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest equally over three years on each of January 23, 2021, January 23, 2022 and January 23, 2023. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:56 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantStock Option (right to buy) · Derivative | 39,500 | $0.00 Strike: $5.29 | $0.00 |
DisclosureSEC source: 0001437749-19-013387 · rdgdoc.xml · derivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,500 Underlying: Common Stock · 39,500 shares Expires 2029-07-01 F1 · derivative.exercise_date: Stock options scheduled to vest in substantially equal increments on each of June 30, 2020, 2021 and 2022. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:56 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-013387 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,989 Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 20:32 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000154 · wf-form4_154214114420147.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,354 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest on December 31, 2019. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 20:33 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantStock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $5.42 | $0.00 |
DisclosureSEC source: 0001437749-18-012942 · rdgdoc.xml · derivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2028-07-01 F1 · derivative.exercise_date: Stock options scheduled to vest in substantially equal increments on each of June 30, 2019, 2020 and 2021. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 20:33 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-012942 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,989 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 21:48 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantStock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $5.53 | $0.00 |
DisclosureSEC source: 0001437749-17-012253 · rdgdoc.xml · derivative · entry 2 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2027-07-01 F1 · derivative.exercise_date: Stock option scheduled to vest in substantially equal increments on each of June 30, 2018, 2019 and 2020. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 21:48 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-012253 · rdgdoc.xml · nonDerivative · entry 1 SKARVAN KATHLEEN · CIK 0001266296 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,989 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.