Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Electromed, Inc.ELMD · Entity 1958 | Director | December 01, 2025 | December 04, 2025 |
| Horizon Kinetics Holding CorpSLGD · Entity 1286 | Director | November 14, 2019 | November 18, 2019 |
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.
Electromed, Inc.
Report date December 01, 2025 · Filed December 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,000 |
Reported balance
After 2025-12-01 transaction · row 1
1 source rowRow 1 · 2025-12-01 · Grant · Acquired 3,000 · Balance 12,000 F1: Restricted Stock scheduled to vest on June 1, 2026, unless earlier accelerated or terminated pursuant to their terms. |
| Common StockSEC Table I · non-derivative | IndirectBy Summers Value Fund LP | 270,367 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 270,367 F2: Balance includes 100 additional shares identified by routine reconciliation of the Reporting Person's ownership records. F3: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock scheduled to vest on June 1, 2026, unless earlier accelerated or terminated pursuant to their terms.
F2: Balance includes 100 additional shares identified by routine reconciliation of the Reporting Person's ownership records.
F3: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
Horizon Kinetics Holding Corp
Report date November 14, 2019 · Filed November 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,000 |
Reported balance
After 2019-11-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-11-14 · Grant · Acquired 5,000 · Balance 5,000 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F2: The restricted stock units vest and awards are settled in three equal installments on each anniversary of the grant date through the third anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.
F2: The restricted stock units vest and awards are settled in three equal installments on each anniversary of the grant date through the third anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| December 01, 2025 Filed Dec 4, 2025 01:07 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-036828 · rdgdoc.xml · nonDerivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 F1 · shares: Restricted Stock scheduled to vest on June 1, 2026, unless earlier accelerated or terminated pursuant to their terms. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 20:13 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 3,153 | $24.42 | $77,000.67 |
DisclosureSEC source: 0001437749-25-028940 · rdgdoc.xml · nonDerivative · entry 5 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SPV Deal Fund I LP Disclosed balance after: 0 F6 · price: Reflects the weighted average price of 3,153 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on September 11, 2025 with sale prices ranging from $24.39 to $24.46 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. F2 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 20:13 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 404 | $26.62 | $10,756.34 |
DisclosureSEC source: 0001437749-25-028940 · rdgdoc.xml · nonDerivative · entry 4 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 3,153 F5 · price: Reflects the weighted average price of 404 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on September 10, 2025 with sale prices ranging from $26.525 to $26.635 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. F2 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 20:13 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 6,576 | $25.94 | $170,609.72 |
DisclosureSEC source: 0001437749-25-028940 · rdgdoc.xml · nonDerivative · entry 3 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SPV Deal Fund I LP Disclosed balance after: 3,557 F4 · price: Reflects the weighted average price of 6,576 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on September 10, 2025 with sale prices ranging from $25.515 to $26.50 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. F2 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 20:13 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 16,203 | $25.16 | $407,651.28 |
DisclosureSEC source: 0001437749-25-028940 · rdgdoc.xml · nonDerivative · entry 2 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SPV Deal Fund I LP Disclosed balance after: 10,133 F3 · price: Reflects the weighted average price of 16,203 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on September 10, 2025 with sale prices ranging from $24.52 to $25.51 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. F2 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 20:13 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 39,378 | $23.68 | $932,435.60 |
DisclosureSEC source: 0001437749-25-028940 · rdgdoc.xml · nonDerivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 26,336 F1 · price: Reflects the weighted average price of 39,378 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on September 10, 2025 with sale prices ranging from $23.52 to $24.51 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. F2 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 02:38 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 50,751 | $27.30 | $1,385,350.05 |
DisclosureSEC source: 0001437749-25-004964 · rdgdoc.xml · nonDerivative · entry 9 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SPV Deal Fund I LP Disclosed balance after: 65,714 F11 · price: Reflects the weighted average price of 50,751 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 24, 2025 with sale prices ranging from $27.00 to $27.89 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. F6 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 02:38 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 735 | $28.99 | $21,307.65 |
DisclosureSEC source: 0001437749-25-004964 · rdgdoc.xml · nonDerivative · entry 8 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 116,465 F10 · price: Reflects the weighted average price of 735 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 21, 2025 with sale prices ranging from $28.81 to $29.06 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. F6 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 02:38 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 11,990 | $28.16 | $337,638.40 |
DisclosureSEC source: 0001437749-25-004964 · rdgdoc.xml · nonDerivative · entry 7 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SPV Deal Fund I LP Disclosed balance after: 117,200 F9 · price: Reflects the weighted average price of 11,990 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 21, 2025 with sale prices ranging from $27.80 to $28.70 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. F6 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 02:38 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 734 | $28.99 | $21,278.66 |
DisclosureSEC source: 0001437749-25-004964 · rdgdoc.xml · nonDerivative · entry 6 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 270,267 F8 · price: Reflects the weighted average price of 734 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 21, 2025 with sale prices ranging from $28.81 to $29.06 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 02:38 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 11,992 | $28.16 | $337,694.72 |
DisclosureSEC source: 0001437749-25-004964 · rdgdoc.xml · nonDerivative · entry 5 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 271,001 F7 · price: Reflects the weighted average price of 11,990 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 21, 2025 with sale prices ranging from $27.80 to $28.70 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 02:38 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 1,948 | $29.81 | $58,062.09 |
DisclosureSEC source: 0001437749-25-004964 · rdgdoc.xml · nonDerivative · entry 4 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SPV Deal Fund I LP Disclosed balance after: 129,190 F5 · price: Reflects the weighted average price of 1,947 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 20, 2025 with sale prices ranging from $29.51 to $30.075 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. F6 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 02:38 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 15,689 | $28.71 | $450,431.19 |
DisclosureSEC source: 0001437749-25-004964 · rdgdoc.xml · nonDerivative · entry 3 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 131,138 F4 · price: Reflects the weighted average price of 15,689 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 20, 2025 with sale prices ranging from $28.50 to $29.50 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. F6 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 02:38 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 1,947 | $29.81 | $58,032.28 |
DisclosureSEC source: 0001437749-25-004964 · rdgdoc.xml · nonDerivative · entry 2 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 282,993 F3 · price: Reflects the weighted average price of 1,947 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 20, 2025 with sale prices ranging from $29.51 to $30.075 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 02:38 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 15,689 | $28.71 | $450,431.19 |
DisclosureSEC source: 0001437749-25-004964 · rdgdoc.xml · nonDerivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 284,940 F1 · price: Reflects the weighted average price of 15,689 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on February 20, 2025 with sale prices ranging from $28.50 to $29.50 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 22:05 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 162 | $29.40 | $4,763.35 |
DisclosureSEC source: 0001437749-24-036869 · rdgdoc.xml · nonDerivative · entry 6 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 146,827 F8 · price: Reflects the weighted average price of 162 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 5, 2024 with sale prices ranging from $28.925 to $29.695 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. F6 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 22:05 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 1,169 | $28.81 | $33,683.92 |
DisclosureSEC source: 0001437749-24-036869 · rdgdoc.xml · nonDerivative · entry 5 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 146,989 F7 · price: Reflects the weighted average price of 1,169 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 5, 2024 with sale prices ranging from $28.56 to $28.89 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. F6 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 22:05 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 17,597 | $28.09 | $494,220.54 |
DisclosureSEC source: 0001437749-24-036869 · rdgdoc.xml · nonDerivative · entry 4 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 148,158 F5 · price: Reflects the weighted average price of 17,597 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 5, 2024 with sale prices ranging from $27.56 to $28.55 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. F6 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 22:05 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 160 | $29.41 | $4,705.50 |
DisclosureSEC source: 0001437749-24-036869 · rdgdoc.xml · nonDerivative · entry 3 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 300,629 F4 · price: Reflects the weighted average price of 160 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 5, 2024 with sale prices ranging from $28.925 to $29.695 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 22:05 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 1,157 | $28.89 | $33,422.03 |
DisclosureSEC source: 0001437749-24-036869 · rdgdoc.xml · nonDerivative · entry 2 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 300,789 F3 · price: Reflects the weighted average price of 1,157 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 5, 2024 with sale prices ranging from $28.56 to $28.86 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 22:05 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 17,159 | $28.09 | $481,956.84 |
DisclosureSEC source: 0001437749-24-036869 · rdgdoc.xml · nonDerivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 301,946 F1 · price: Reflects the weighted average price of 17,159 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 5, 2024 with sale prices ranging from $27.56 to $28.55 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 04, 2024 Filed Dec 5, 2024 02:41 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 6,365 | $29.86 | $190,065.27 |
DisclosureSEC source: 0001437749-24-036740 · rdgdoc.xml · nonDerivative · entry 7 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 165,755 F8 · price: Reflects the weighted average price of 6,365 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 4, 2024 with sale prices ranging from $29.800 to $29.990 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 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 04, 2024 Filed Dec 5, 2024 02:41 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 6,366 | $30.10 | $191,591.14 |
DisclosureSEC source: 0001437749-24-036740 · rdgdoc.xml · nonDerivative · entry 6 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 319,105 F7 · price: Reflects the weighted average price of 6,366 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 4, 2024 with sale prices ranging from $29.935 to $30.210 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 02:41 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 17,718 | $30.15 | $534,215.42 |
DisclosureSEC source: 0001437749-24-036740 · rdgdoc.xml · nonDerivative · entry 5 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 172,120 F6 · price: Reflects the weighted average price of 17,718 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 3, 2024 with sale prices ranging from $30.110 to $30.260 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 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 02:41 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 17,718 | $30.21 | $535,243.06 |
DisclosureSEC source: 0001437749-24-036740 · rdgdoc.xml · nonDerivative · entry 4 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 325,471 F5 · price: Reflects the weighted average price of 17,718 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 3, 2024 with sale prices ranging from $30.015 to $30.465 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 02:41 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 8,731 | $30.18 | $263,527.77 |
DisclosureSEC source: 0001437749-24-036740 · rdgdoc.xml · nonDerivative · entry 3 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SVP Deal Fund I LP Disclosed balance after: 189,838 F3 · price: Reflects the weighted average price of 8,731 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 2, 2024 with sale prices ranging from $30.000 to $30.335 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 · ownership.nature: Securities owned directly by SVP Deal Fund 1 LP ("SVP Fund"). Mr. Summers, as the Managing Member of each of SVP Deal Fund 1 GP LLC, the general partner of SVP Fund, and Summers Value Partners, the investment manager of SVP Fund, may be deemed to beneficially own the securities owned directly by SVP Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 02:41 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 362 | $30.80 | $11,147.79 |
DisclosureSEC source: 0001437749-24-036740 · rdgdoc.xml · nonDerivative · entry 2 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 343,189 F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 02:41 UTC | Electromed, Inc. ELMD · Entity 1958 | SaleCommon Stock | 8,370 | $29.97 | $250,815.42 |
DisclosureSEC source: 0001437749-24-036740 · rdgdoc.xml · nonDerivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 343,551 F1 · price: Reflects the weighted average price of 8,370 shares of common stock of Electromed, Inc. sold by the reporting person in multiple transactions on December 2, 2024 with sale prices ranging from $29.620 to $30.555 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. F2 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers ValueFund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers ValueFund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 23:32 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-036596 · rdgdoc.xml · nonDerivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 F3 · shares: Restricted Stock scheduled to vest on June 1, 2025, unless earlier accelerated or terminated pursuant to their terms. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:44 UTC | Electromed, Inc. ELMD · Entity 1958 | PurchaseCommon Stock | 28,797 | $10.50 | $302,368.50 |
DisclosureSEC source: 0001437749-23-034764 · rdgdoc.xml · nonDerivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Summers Value Fund LP Disclosed balance after: 351,921 F1 · ownership.nature: Securities owned directly by Summers Value Fund LP ("Summers Value Fund"). Mr. Summers, as the Managing Member of each of Summers Value Partners GP LLC, the general partner of Summers Value Fund, and Summers Value Partners LLC ("Summers Value Partners"), the investment manager of Summers Value Fund, may be deemed to beneficially own the securities owned directly by Summers Value Fund. Mr. Summers expressly disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:32 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-033689 · rdgdoc.xml · nonDerivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 F1 · shares: Restricted Stock scheduled to vest on June 1, 2024, unless earlier accelerated or terminated pursuant to their terms. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 22:34 UTC | Electromed, Inc. ELMD · Entity 1958 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-028442 · rdgdoc.xml · nonDerivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Restricted Stock scheduled to vest on June 1, 2023, unless earlier accelerated or terminated pursuant to their terms. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 16:49 UTC | Horizon Kinetics Holding Corp SLGD · Entity 1286 | GrantRestricted Stock Unit · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000088000-19-000008 · primary_doc.xml · derivative · entry 1 Summers Andrew · CIK 0001571767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.expiration_date: The restricted stock units vest and awards are settled in three equal installments on each anniversary of the grant date through the third anniversary of the grant date. 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.