Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KORU Medical Systems, Inc.KRMD · Entity 6517 | Chief Financial Officer | May 14, 2026 | May 18, 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.
KORU Medical Systems, Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 313,440 |
Ending reported balance
After 2026-05-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-14 · Exercise / conversion · Acquired 8,193 · Balance 316,340 F1: Represents common stock issued upon vesting of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock upon vesting. Row 2 · 2026-05-14 · Tax withholding · Disposed 2,900 · Balance 313,440 F2: Represents shares withheld to satisfy tax obligations upon vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock issued upon vesting of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock upon vesting.
F2: Represents shares withheld to satisfy tax obligations upon vesting of restricted stock units.
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 14, 2026 Filed May 18, 2026 20:33 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Tax withholdingCommon Stock | 2,900 | $3.94 | $11,426.00 |
DisclosureSEC source: 0001161697-26-000112 · form_4.xml · nonDerivative · entry 2 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,440 F2 · kind: Represents shares withheld to satisfy tax obligations upon vesting of restricted stock units. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:33 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 8,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000112 · form_4.xml · nonDerivative · entry 1 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,340 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 · price: Represents common stock issued upon vesting of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock upon vesting. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:31 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | PurchaseCommon Stock | 459 | $3.90 | $1,790.10 |
DisclosureSEC source: 0001161697-26-000110 · form_4.xml · nonDerivative · entry 2 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,147 Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:31 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | PurchaseCommon Stock | 5,041 | $3.86 | $19,458.26 |
DisclosureSEC source: 0001161697-26-000110 · form_4.xml · nonDerivative · entry 1 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,688 Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 20:45 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantOption to buy Common Stock · Derivative | 58,490 | $0.00 Strike: $4.35 | $0.00 |
DisclosureSEC source: 0001161697-26-000060 · form_4.xml · derivative · entry 5 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,490 Underlying: Common Stock · 58,490 shares Expires 2036-03-17 F4 · derivative.exercise_date: This restricted stock unit award was granted under the Issuer's 2024 Omnibus Equity Incentive Plan. The units comprising the award vest in equal increments on March 17, 2027 and each first, second and third anniversaries thereof (each, a vesting date). Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 20:45 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantPerformance Stock Unit · Derivative | 38,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000060 · form_4.xml · derivative · entry 4 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,918 Underlying: Common Stock · 38,918 shares Expires not disclosed F3 · derivative.exercise_price: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date. F5 · derivative.exercise_date: These units will vest based upon the achievement of certain performance conditions as of December 31, 2028. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved. These units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2028. F5 · derivative.expiration_date: These units will vest based upon the achievement of certain performance conditions as of December 31, 2028. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved. These units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2028. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 20:45 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantRestricted Stock Unit · Derivative | 38,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000060 · form_4.xml · derivative · entry 3 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,918 Underlying: Common Stock · 38,918 shares Expires not disclosed F3 · derivative.exercise_price: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date. F4 · derivative.exercise_date: This restricted stock unit award was granted under the Issuer's 2024 Omnibus Equity Incentive Plan. The units comprising the award vest in equal increments on March 17, 2027 and each first, second and third anniversaries thereof (each, a vesting date). F4 · derivative.expiration_date: This restricted stock unit award was granted under the Issuer's 2024 Omnibus Equity Incentive Plan. The units comprising the award vest in equal increments on March 17, 2027 and each first, second and third anniversaries thereof (each, a vesting date). Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:45 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Tax withholdingCommon Stock | 2,123 | $4.28 | $9,086.44 |
DisclosureSEC source: 0001161697-26-000060 · form_4.xml · nonDerivative · entry 2 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,281 F2 · kind: Represents shares withheld to satisfy tax obligations upon vesting of restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:45 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 5,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000060 · form_4.xml · nonDerivative · entry 1 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,404 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 · price: Represents common stock issued upon vesting of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock upon vesting. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:05 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-26-000018 · form_4.xml · derivative · entry 1 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit was issued pursuant to the Company's 2024 Omnibus Equity Incentive Plan and represents a contingent right to receive one share of common stock of KORU Medical Systems, Inc. (the "Company") upon vesting. F2 · derivative.exercise_date: One-fourth will vest on January 2, 2027 and on each first, second and third anniversary thereof or upon an earlier change in control of the Company. F2 · derivative.expiration_date: One-fourth will vest on January 2, 2027 and on each first, second and third anniversary thereof or upon an earlier change in control of the Company. Read SEC document |
| May 12, 2025 Filed Aug 11, 2025 20:24 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantOption to buy Common Stock · Derivative | 55,583 | $0.00 Strike: $3.21 | $0.00 |
DisclosureSEC source: 0001161697-25-000246 · form_4.xml · derivative · entry 3 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,583 Underlying: Common Stock · 55,583 shares Expires 2035-05-12 F1 · security: Each of the reported securities represent awards made pursuant to the Company's 2024 Omnibus Equity Incentive Plan in connection with the Company's 2025 Long-Term Incentive Program. F1 · kind: Each of the reported securities represent awards made pursuant to the Company's 2024 Omnibus Equity Incentive Plan in connection with the Company's 2025 Long-Term Incentive Program. F5 · derivative.exercise_date: One-fourth will vest on May 12, 2026 and on each first, second and third anniversary thereof. Read SEC document |
| May 12, 2025 Filed Aug 11, 2025 20:24 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantRestricted Stock Units · Derivative | 32,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-25-000246 · form_4.xml · derivative · entry 2 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,773 Underlying: Common Stock · 32,773 shares Expires not disclosed F1 · security: Each of the reported securities represent awards made pursuant to the Company's 2024 Omnibus Equity Incentive Plan in connection with the Company's 2025 Long-Term Incentive Program. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of KORU Medical Systems, Inc. (the "Company") upon vesting. F1 · kind: Each of the reported securities represent awards made pursuant to the Company's 2024 Omnibus Equity Incentive Plan in connection with the Company's 2025 Long-Term Incentive Program. F4 · derivative.exercise_date: These restricted stock units will vest based upon achievement of certain performance conditions as of December 31, 2027. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved, multiplied by between 0.5 to 1.5 times of the earned number of shares. These restricted stock units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2027. F4 · derivative.expiration_date: These restricted stock units will vest based upon achievement of certain performance conditions as of December 31, 2027. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved, multiplied by between 0.5 to 1.5 times of the earned number of shares. These restricted stock units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2027. Read SEC document |
| May 12, 2025 Filed Aug 11, 2025 20:24 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantRestricted Stock Units · Derivative | 32,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-25-000246 · form_4.xml · derivative · entry 1 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,773 Underlying: Common Stock · 32,773 shares Expires not disclosed F1 · security: Each of the reported securities represent awards made pursuant to the Company's 2024 Omnibus Equity Incentive Plan in connection with the Company's 2025 Long-Term Incentive Program. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of KORU Medical Systems, Inc. (the "Company") upon vesting. F1 · kind: Each of the reported securities represent awards made pursuant to the Company's 2024 Omnibus Equity Incentive Plan in connection with the Company's 2025 Long-Term Incentive Program. F3 · derivative.exercise_date: One-fourth will vest on May 12, 2026 and on each first, second and third anniversary thereof or upon an earlier chance in control of the Company. F3 · derivative.expiration_date: One-fourth will vest on May 12, 2026 and on each first, second and third anniversary thereof or upon an earlier chance in control of the Company. Read SEC document |
| March 17, 2025 Filed Mar 21, 2025 20:30 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionRestricted Stock Unit · Derivative | 5,404 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001161697-25-000110 · form_4.xml · derivative · entry 3 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,212 Underlying: Common Stock · 5,404 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date. F3 · price: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date. F4 · derivative.exercise_date: This restricted stock unit award was granted under the Issuer's 2024 Omnibus Equity Incentive Plan. The units comprising the award vest in equal increments on March 15, 2025 and each first, second and third anniversaries thereof (each, a vesting date). Shares were withheld to satisfy applicable tax withholding obligations. F4 · derivative.expiration_date: This restricted stock unit award was granted under the Issuer's 2024 Omnibus Equity Incentive Plan. The units comprising the award vest in equal increments on March 15, 2025 and each first, second and third anniversaries thereof (each, a vesting date). Shares were withheld to satisfy applicable tax withholding obligations. Read SEC document |
| March 17, 2025 Filed Mar 21, 2025 20:30 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Tax withholdingCommon Stock | 1,988 | $2.89 | $5,739.36 |
DisclosureSEC source: 0001161697-25-000110 · form_4.xml · nonDerivative · entry 2 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,416 F2 · kind: Represents shares withheld to satisfy tax obligations upon vesting of restricted stock units. Read SEC document |
| March 17, 2025 Filed Mar 21, 2025 20:30 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 5,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-25-000110 · form_4.xml · nonDerivative · entry 1 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,404 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 · price: Represents common stock issued upon vesting of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock upon vesting. Read SEC document |
| August 15, 2024 Filed Sep 30, 2024 15:31 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantOption to buy Common Stock · Derivative | 47,722 | $0.00 Strike: $2.35 | $0.00 |
DisclosureSEC source: 0001161697-24-000393 · form_4.xml · derivative · entry 3 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,722 Underlying: Common Stock · 47,722 shares Expires 2034-08-15 F4 · derivative.exercise_date: One-fourth will vest on March 15, 2025 and on each first, second and third anniversary thereof. Read SEC document |
| August 15, 2024 Filed Sep 30, 2024 15:31 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantRestricted Stock Units · Derivative | 21,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-24-000393 · form_4.xml · derivative · entry 2 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,617 Underlying: Common Stock · 21,617 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of KORU Medical Systems, Inc. (the "Company") upon vesting. F3 · derivative.exercise_date: These restricted stock units will vest based upon the achievement of certain performance conditions as of December 31, 2026. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved. These restricted stock units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2026. F3 · derivative.expiration_date: These restricted stock units will vest based upon the achievement of certain performance conditions as of December 31, 2026. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved. These restricted stock units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2026. Read SEC document |
| August 15, 2024 Filed Sep 30, 2024 15:31 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantRestricted Stock Units · Derivative | 21,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-24-000393 · form_4.xml · derivative · entry 1 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,617 Underlying: Common Stock · 21,617 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of KORU Medical Systems, Inc. (the "Company") upon vesting. F2 · derivative.exercise_date: One-fourth will vest on March 15, 2025 and on each first, second and third anniversary thereof or upon an earlier change in control of the Company. F2 · derivative.expiration_date: One-fourth will vest on March 15, 2025 and on each first, second and third anniversary thereof or upon an earlier change in control of the Company. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 21:46 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantOptions to Purchase Common Stock · Derivative | 100,000 | $0.00 Strike: $2.54 | $0.00 |
DisclosureSEC source: 0001161697-23-000431 · form_4.xml · derivative · entry 2 Adams Thomas Edward · CIK 0001939226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2033-08-01 F2 · derivative.exercise_date: Nonqualified stock options granted pursuant to the Company's 2021 Omnibus Equity Incentive Plan. Options vest in increments of 25,000 on the first anniversary of the date of grant and each anniversary thereafter until fully vested. 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.