Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardio Diagnostics Holdings, Inc.CDIO · Entity 8239 | Chief Financial Officer | January 23, 2024 | February 21, 2024 |
| Nutex Health Inc.NUTX · Entity 4803 | Chief Legal Officer - SEC | March 09, 2026 | March 11, 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.
Cardio Diagnostics Holdings, Inc.
Report date January 23, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.11 · Expires 2034-01-23 | Direct | 264,832 |
Reported balance
After 2024-01-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-01-23 · Grant · Acquired 35,719 · Balance 264,832 |
Nutex Health Inc.
Report date March 09, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee note (4) | 2,370 |
Last balance in matching sequence
After 2026-03-10 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-10 · Exercise / conversion · Acquired 2,084 · Balance 3,154 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: The Reporting Person directly owns 2,360 shares. Additionally, the Reporting Person indirectly owns 10 shares through their spouse, resulting in a total beneficial ownership of 2,370 shares. Row 2 · 2026-03-10 · Tax withholding · Disposed 784 · Balance 2,370 F2: Of the 2,084 shares issued subsequent to vesting, 784 shares were sold to cover tax withholding obligations. F4: The Reporting Person directly owns 2,360 shares. Additionally, the Reporting Person indirectly owns 10 shares through their spouse, resulting in a total beneficial ownership of 2,370 shares. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-01 | Direct | 4,441 |
Reported balance
After 2026-03-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-10 · Exercise / conversion · Acquired 1,525 · Balance 4,441 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On March 11, 2026, the Reporting Person was granted 1,525 RSUs, which vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Of the 2,084 shares issued subsequent to vesting, 784 shares were sold to cover tax withholding obligations.
F3: On March 11, 2026, the Reporting Person was granted 1,525 RSUs, which vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029.
F4: The Reporting Person directly owns 2,360 shares. Additionally, the Reporting Person indirectly owns 10 shares through their spouse, resulting in a total beneficial ownership of 2,370 shares.
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 |
|---|---|---|---|---|---|---|
| March 10, 2026 Filed Mar 11, 2026 18:27 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionRestricted Stock Units · Derivative | 1,525 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001486189-26-000003 · primary_doc.xml · derivative · entry 3 Luqman Elisa V · CIK 0001486189 · Chief Legal Officer - SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,441 Underlying: Common Stock · 1,525 shares Expires 2029-03-01 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_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · shares: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On March 11, 2026, the Reporting Person was granted 1,525 RSUs, which vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029. F3 · derivative.expiration_date: On March 11, 2026, the Reporting Person was granted 1,525 RSUs, which vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029. Read SEC document |
| March 10, 2026 Filed Mar 11, 2026 18:27 UTC | Nutex Health Inc. NUTX · Entity 4803 | Tax withholdingCommon Stock | 784 | $86.22 | $67,598.36 |
DisclosureSEC source: 0001486189-26-000003 · primary_doc.xml · nonDerivative · entry 2 Luqman Elisa V · CIK 0001486189 · Chief Legal Officer - SEC 10b5-1 filing: No plan indicated Ownership: Indirect · See note (4) Disclosed balance after: 2,370 F2 · shares: Of the 2,084 shares issued subsequent to vesting, 784 shares were sold to cover tax withholding obligations. F4 · ownership.nature: The Reporting Person directly owns 2,360 shares. Additionally, the Reporting Person indirectly owns 10 shares through their spouse, resulting in a total beneficial ownership of 2,370 shares. Read SEC document |
| March 10, 2026 Filed Mar 11, 2026 18:27 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionCommon Stock | 2,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001486189-26-000003 · primary_doc.xml · nonDerivative · entry 1 Luqman Elisa V · CIK 0001486189 · Chief Legal Officer - SEC 10b5-1 filing: No plan indicated Ownership: Indirect · See note (4) Disclosed balance after: 3,154 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 · shares: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F4 · ownership.nature: The Reporting Person directly owns 2,360 shares. Additionally, the Reporting Person indirectly owns 10 shares through their spouse, resulting in a total beneficial ownership of 2,370 shares. Read SEC document |
| April 04, 2025 Filed Apr 14, 2025 13:42 UTC | Nutex Health Inc. NUTX · Entity 4803 | Tax withholdingCommon Stock | 266 | $72.10 | $19,177.86 |
DisclosureSEC source: 0001486189-25-000010 · primary_doc.xml · nonDerivative · entry 2 Luqman Elisa V · CIK 0001486189 · Chief Legal Officer - SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,070 F2 · shares: Of the 1,250 shares issued subsequent to vesting, 266 shares were sold to cover tax withholding obligations. F3 · ownership.direct: The Reporting Person directly owns 1,060 shares. Additionally, the Reporting Person indirectly owns 10 shares through their spouse, resulting in a total beneficial ownership of 1,070 shares. Read SEC document |
| March 10, 2025 Filed Apr 14, 2025 13:42 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001486189-25-000010 · primary_doc.xml · derivative · entry 3 Luqman Elisa V · CIK 0001486189 · Chief Legal Officer - SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,500 shares Expires 2028-03-01 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_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · shares: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On March 10, 2025, the Reporting Person was granted 2,500 RSUs, which vest in three equal installments on March 1, 2026, March 1, 2027, and March 1, 2028. F4 · derivative.expiration_date: On March 10, 2025, the Reporting Person was granted 2,500 RSUs, which vest in three equal installments on March 1, 2026, March 1, 2027, and March 1, 2028. Read SEC document |
| March 01, 2025 Filed Apr 14, 2025 13:42 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001486189-25-000010 · primary_doc.xml · nonDerivative · entry 1 Luqman Elisa V · CIK 0001486189 · Chief Legal Officer - SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,336 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 · shares: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 12:14 UTC | Nutex Health Inc. NUTX · Entity 4803 | GrantRestricted Stock Unit · Derivative | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001486189-24-000036 · primary_doc.xml · derivative · entry 1 Luqman Elisa V · CIK 0001486189 · Chief Legal Officer-SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. F2 · derivative.exercise_date: Pursuant to the Restricted Stock Unit Agreement by and between the issuer and Ms. Luqman, dated June 28, 2024, the 37,500 RSUs granted to Ms. Luqman will vest in three equal installments vesting 1/3 each on March 1, 2025, March 1, 2026 and March 1, 2027. F2 · derivative.expiration_date: Pursuant to the Restricted Stock Unit Agreement by and between the issuer and Ms. Luqman, dated June 28, 2024, the 37,500 RSUs granted to Ms. Luqman will vest in three equal installments vesting 1/3 each on March 1, 2025, March 1, 2026 and March 1, 2027. F1 · derivative.underlying_shares: Each RSU represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. Read SEC document |
| January 23, 2024 Filed Feb 21, 2024 20:14 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 35,719 | $2.11 Strike: $2.11 | $75,367.09 |
DisclosureSEC source: 0001486189-24-000014 · primary_doc.xml · derivative · entry 1 Luqman Elisa V · CIK 0001486189 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,832 Underlying: Common Stock · 35,719 shares Expires 2034-01-23 Read SEC document |
| June 23, 2023 Filed Jun 26, 2023 21:07 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 57,750 | $1.26 Strike: $1.26 | $72,765.00 |
DisclosureSEC source: 0001486189-23-000016 · primary_doc.xml · derivative · entry 1 Luqman Elisa V · CIK 0001486189 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,750 Underlying: Common Stock · 57,750 shares Expires 2033-06-23 Read SEC document |
| April 01, 2022 Filed Apr 8, 2022 14:25 UTC | Nutex Health Inc. NUTX · Entity 4803 | GrantOfficer Stock Option (right to buy) · Derivative | 150,000 | $2.75 Strike: $2.75 | $412,500.00 |
DisclosureSEC source: 0001486189-22-000004 · primary_doc.xml · derivative · entry 1 Luqman Elisa V · CIK 0001486189 · Chief Legal Officer - SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667,106 Underlying: Common Stock · 150,000 shares Expires 2032-04-01 Read SEC document |
| January 28, 2021 Filed Feb 3, 2021 11:11 UTC | Nutex Health Inc. CLNH · Entity 4803 | GrantOfficer Stock Option (right to buy) · Derivative | 400,000 | $1.61 Strike: $1.61 | $644,000.00 |
DisclosureSEC source: 0001486189-21-000001 · primary_doc.xml · derivative · entry 2 Luqman Elisa V · CIK 0001486189 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,106 Underlying: Common Stock · 400,000 shares Expires 2031-01-28 F2 · derivative.exercise_date: Upon certain milestones Read SEC document |
| January 28, 2021 Filed Feb 3, 2021 11:11 UTC | Nutex Health Inc. CLNH · Entity 4803 | GrantCommon Stock | 1,500 | $1.61 | $2,415.00 |
DisclosureSEC source: 0001486189-21-000001 · primary_doc.xml · nonDerivative · entry 1 Luqman Elisa V · CIK 0001486189 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,870 F1 · balance_after: Includes 1,370 shares owned by Spouse Read SEC document |
| May 11, 2020 Filed Jun 15, 2020 16:54 UTC | Nutex Health Inc. CLNH · Entity 4803 | GrantDirector Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001486189-20-000003 · primary_doc.xml · derivative · entry 1 Luqman Elisa V · CIK 0001486189 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,106 Underlying: Common Stock · 50,000 shares Expires 2027-05-11 Read SEC document |
| January 27, 2020 Filed Apr 24, 2020 17:10 UTC | Nutex Health Inc. CLNH · Entity 4803 | GrantOfficer Stock Option (right to buy) · Derivative | 5,400 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001486189-20-000001 · primary_doc.xml · derivative · entry 2 Luqman Elisa V · CIK 0001486189 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 shares Expires 2030-01-27 Read SEC document |
| January 27, 2020 Filed Apr 24, 2020 17:10 UTC | Nutex Health Inc. CLNH · Entity 4803 | GrantOfficer Stock Option (right to buy) · Derivative | 61,706 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001486189-20-000001 · primary_doc.xml · derivative · entry 1 Luqman Elisa V · CIK 0001486189 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,706 Underlying: Common Stock · 61,706 shares Expires 2030-01-27 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.