Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nutex Health Inc.NUTX · Entity 4803 | Chief Financial Officer | 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.
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 | Direct | 8,305 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Exercise / conversion · Acquired 2,667 · Balance 8,305 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-01 | Direct | 5,527 |
Reported balance
After 2026-03-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-11 · Exercise / conversion · Acquired 1,694 · Balance 5,527 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On March 11, 2026, the Reporting Person was granted 1,694 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: On March 11, 2026, the Reporting Person was granted 1,694 RSUs, which vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029.
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 11, 2026 Filed Mar 11, 2026 16:35 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionRestricted Stock Units · Derivative | 1,694 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001938758-26-000001 · primary_doc.xml · derivative · entry 2 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,527 Underlying: Common Stock · 1,694 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. F2 · derivative.exercise_date: On March 11, 2026, the Reporting Person was granted 1,694 RSUs, which vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029. F2 · derivative.expiration_date: On March 11, 2026, the Reporting Person was granted 1,694 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 16:35 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionCommon Stock | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001938758-26-000001 · primary_doc.xml · nonDerivative · entry 1 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,305 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 |
| November 25, 2025 Filed Nov 28, 2025 14:11 UTC | Nutex Health Inc. NUTX · Entity 4803 | PurchaseCommon Stock | 750 | $136.71 | $102,532.43 |
DisclosureSEC source: 0001938758-25-000005 · primary_doc.xml · nonDerivative · entry 1 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,638 Read SEC document |
| April 08, 2025 Filed Apr 14, 2025 16:30 UTC | Nutex Health Inc. NUTX · Entity 4803 | PurchaseCommon Stock | 1,000 | $81.81 | $81,810.00 |
DisclosureSEC source: 0001486189-25-000017 · primary_doc.xml · nonDerivative · entry 3 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,888 Read SEC document |
| March 10, 2025 Filed Apr 14, 2025 16:30 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionRestricted Stock Units · Derivative | 3,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001486189-25-000017 · primary_doc.xml · derivative · entry 4 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,500 Underlying: Common Stock · 3,500 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. F2 · derivative.exercise_date: On March 10, 2025, the Reporting Person was granted 3,500 RSUs, which vest in three equal installments on March 1, 2026, March 1, 2027, and March 1, 2028. F2 · derivative.expiration_date: On March 10, 2025, the Reporting Person was granted 3,500 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 16:30 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001486189-25-000017 · primary_doc.xml · nonDerivative · entry 2 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,888 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 |
| March 01, 2025 Filed Apr 14, 2025 16:30 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001486189-25-000017 · primary_doc.xml · nonDerivative · entry 1 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,388 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 |
| August 22, 2024 Filed Aug 26, 2024 11:54 UTC | Nutex Health Inc. NUTX · Entity 4803 | PurchaseCommon Stock | 1,350 | $21.46 | $28,969.52 |
DisclosureSEC source: 0001486189-24-000043 · primary_doc.xml · nonDerivative · entry 1 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,277 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 11:51 UTC | Nutex Health Inc. NUTX · Entity 4803 | GrantRestricted Stock Unit · Derivative | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001486189-24-000032 · primary_doc.xml · derivative · entry 1 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,301 Underlying: Common Stock · 45,000 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 Mr. Bates, dated June 28, 2024, the 45,000 RSUs granted to Mr. Bates 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 Mr. Bates, dated June 28, 2024, the 45,000 RSUs granted to Mr. Bates 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 |
| March 12, 2024 Filed Mar 14, 2024 16:44 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionRestricted Stock Units · Derivative | 49,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001486189-24-000020 · primary_doc.xml · derivative · entry 2 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,505 Underlying: Common Stock · 49,505 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. F2 · 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. F3 · derivative.exercise_date: Pursuant to the Restricted Stock Unit Agreement by and between the issuer and Mr. Bates, dated April 1, 2023, the 148,515 RSUs granted to Mr. Bates will vest in three equal installments, with the initial 1/3 immediately vested on April 1, 2023, and the remaining RSUs vesting 1/3 each on March 1, 2024 and March 1, 2025 F3 · derivative.expiration_date: Pursuant to the Restricted Stock Unit Agreement by and between the issuer and Mr. Bates, dated April 1, 2023, the 148,515 RSUs granted to Mr. Bates will vest in three equal installments, with the initial 1/3 immediately vested on April 1, 2023, and the remaining RSUs vesting 1/3 each on March 1, 2024 and March 1, 2025 F2 · 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 |
| March 12, 2024 Filed Mar 14, 2024 16:44 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionCommon Stock | 49,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001486189-24-000020 · primary_doc.xml · nonDerivative · entry 1 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,010 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 · kind: Represents the settlement of restricted stock units (RSUs) that vested on March 1, 2024 through the issuance of shares of Common Stock. F2 · price: 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 |
| June 15, 2023 Filed Jun 20, 2023 14:55 UTC | Nutex Health Inc. NUTX · Entity 4803 | PurchaseCommon Stock | 20,000 | $0.42 | $8,346.00 |
DisclosureSEC source: 0001486189-23-000007 · primary_doc.xml · nonDerivative · entry 1 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,505 Read SEC document |
| April 01, 2023 Filed May 10, 2023 16:00 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionRestricted Stock Unit · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010664 · form4.xml · derivative · entry 6 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. F3 · derivative.exercise_date: Represents 20,000 RSUs issued and vested on April 1, 2023. F3 · derivative.expiration_date: Represents 20,000 RSUs issued and vested on April 1, 2023. F1 · derivative.underlying_shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. Read SEC document |
| April 01, 2023 Filed May 10, 2023 16:00 UTC | Nutex Health Inc. NUTX · Entity 4803 | GrantRestricted Stock Unit · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010664 · form4.xml · derivative · entry 5 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. F3 · derivative.exercise_date: Represents 20,000 RSUs issued and vested on April 1, 2023. F3 · derivative.expiration_date: Represents 20,000 RSUs issued and vested on April 1, 2023. F1 · derivative.underlying_shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. Read SEC document |
| April 01, 2023 Filed May 10, 2023 16:00 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionRestricted Stock Unit · Derivative | 49,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010664 · form4.xml · derivative · entry 4 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,010 Underlying: Common Stock · 49,505 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. F1 · derivative.exercise_price: Each restricted stock unit ("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 Mr. Bates, dated April 1, 2023, the 148,515 RSUs granted to Mr. Bates will vest in three equal installments, with the initial 1/3 immediately vested on April 1, 2023, and the remaining RSUs vesting 1/3 each on March 1, 2024 and March 1, 2025. F2 · derivative.expiration_date: Pursuant to the Restricted Stock Unit Agreement by and between the issuer and Mr. Bates, dated April 1, 2023, the 148,515 RSUs granted to Mr. Bates will vest in three equal installments, with the initial 1/3 immediately vested on April 1, 2023, and the remaining RSUs vesting 1/3 each on March 1, 2024 and March 1, 2025. F1 · derivative.underlying_shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. Read SEC document |
| April 01, 2023 Filed May 10, 2023 16:00 UTC | Nutex Health Inc. NUTX · Entity 4803 | GrantRestricted Stock Unit · Derivative | 148,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010664 · form4.xml · derivative · entry 3 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,515 Underlying: Common Stock · 148,515 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("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 Mr. Bates, dated April 1, 2023, the 148,515 RSUs granted to Mr. Bates will vest in three equal installments, with the initial 1/3 immediately vested on April 1, 2023, and the remaining RSUs vesting 1/3 each on March 1, 2024 and March 1, 2025. F2 · derivative.expiration_date: Pursuant to the Restricted Stock Unit Agreement by and between the issuer and Mr. Bates, dated April 1, 2023, the 148,515 RSUs granted to Mr. Bates will vest in three equal installments, with the initial 1/3 immediately vested on April 1, 2023, and the remaining RSUs vesting 1/3 each on March 1, 2024 and March 1, 2025. F1 · derivative.underlying_shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. Read SEC document |
| April 01, 2023 Filed May 10, 2023 16:00 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010664 · form4.xml · nonDerivative · entry 2 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,505 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. Read SEC document |
| April 01, 2023 Filed May 10, 2023 16:00 UTC | Nutex Health Inc. NUTX · Entity 4803 | Exercise / conversionCommon Stock | 49,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010664 · form4.xml · nonDerivative · entry 1 Bates Jon Christian · CIK 0001938758 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,505 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock, $0.001 par value, upon vesting. 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.