Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elite Health Systems Inc.EHSI · Entity 7531 | Director | August 06, 2025 | August 08, 2025 |
| Northern Power Systems Corp.NPS · Entity 164185 | General Counsel & Secretary | May 25, 2017 | May 30, 2017 |
| SONIC FOUNDRY INCSOFO · Entity 114662 | Director | March 10, 2023 | April 05, 2023 |
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.
Elite Health Systems Inc.
Report date August 06, 2025 · Filed August 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 165,000 |
Reported balance
After 2025-08-06 transaction · row 1
1 source rowRow 1 · 2025-08-06 · Grant · Acquired 40,000 · Balance 165,000 |
| 2025 Equity Incentive PlanSEC Table II · derivative / convertible security · Conversion / exercise price $0.95 · Expires 2035-08-06 | Direct | 25,000 |
Reported balance
After 2025-08-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-08-06 · Grant · Acquired 25,000 · Balance 25,000 F1: NA |
Filing footnotes · ownership attribution and instrument terms
F1: NA
Northern Power Systems Corp.
Report date May 25, 2017 · Filed May 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.16 · Expires 2027-05-25 | Direct | 70,000 |
Reported balance
After 2017-05-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-25 · Grant · Acquired 70,000 · Balance 70,000 F1: The shares underlying the stock option becomes exercisable once the shares are vested. 33% of the shares vest on May 25, 2018, and the remaining shares vest in equal quarterly installments over the following two years. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares underlying the stock option becomes exercisable once the shares are vested. 33% of the shares vest on May 25, 2018, and the remaining shares vest in equal quarterly installments over the following two years.
SONIC FOUNDRY INC
Report date March 10, 2023 · Filed April 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,835 |
Reported balance
After 2023-04-05 transaction · row 1
1 source rowRow 1 · 2023-04-05 · Grant · Acquired 14,835 · Balance 14,835 |
| Non-Employee Director Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.91 · Expires 2033-03-10 | Direct | 8,000 |
Reported balance
After 2023-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-10 · Grant · Acquired 2,000 · Balance 8,000 F1: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: N/A
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 |
|---|---|---|---|---|---|---|
| August 06, 2025 Filed Aug 8, 2025 20:50 UTC | Elite Health Systems Inc. EHSI · Entity 7531 | Grant2025 Equity Incentive Plan · Derivative | 25,000 | Not disclosed Strike: $0.95 | Not disclosed |
DisclosureSEC source: 0001437749-25-025752 · rdgdoc.xml · derivative · entry 2 St Lawrence William · CIK 0001701515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: common stock · 25,000 shares Expires 2035-08-06 F1 · price: NA Read SEC document |
| August 06, 2025 Filed Aug 8, 2025 20:50 UTC | Elite Health Systems Inc. EHSI · Entity 7531 | GrantCommon Stock | 40,000 | $0.95 | $38,000.00 |
DisclosureSEC source: 0001437749-25-025752 · rdgdoc.xml · nonDerivative · entry 1 St Lawrence William · CIK 0001701515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,000 Read SEC document |
| November 29, 2024 Filed Dec 2, 2024 21:37 UTC | Elite Health Systems Inc. USNU · Entity 7531 | GrantCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-036468 · rdgdoc.xml · nonDerivative · entry 1 St Lawrence William · CIK 0001701515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,000 F1 · price: Effective November 29, 2024, the Issuer granted to the Reporting Person 75,000 shares of the Issuer's Common Stock, fully vested as of the date of grant, for past and future service to the issuer. Read SEC document |
| April 05, 2023 Filed Apr 5, 2023 13:49 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | GrantCommon Stock | 14,835 | $0.91 | $13,499.85 |
DisclosureSEC source: 0001437749-23-009501 · rdgdoc.xml · nonDerivative · entry 1 St. Lawrence William · CIK 0001701515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,835 Read SEC document |
| March 10, 2023 Filed Apr 5, 2023 13:49 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | GrantNon-Employee Director Stock Option · Derivative | 2,000 | Not disclosed Strike: $0.91 | Not disclosed |
DisclosureSEC source: 0001437749-23-009501 · rdgdoc.xml · derivative · entry 2 St. Lawrence William · CIK 0001701515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 2,000 shares Expires 2033-03-10 F1 · price: N/A Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 14:29 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | GrantNon-Employee Director Stock Option · Derivative | 2,000 | Not disclosed Strike: $3.80 | Not disclosed |
DisclosureSEC source: 0001437749-22-005987 · rdgdoc.xml · derivative · entry 1 St. Lawrence William · CIK 0001701515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 2,000 shares Expires 2032-03-10 F1 · price: N/A Read SEC document |
| May 25, 2017 Filed May 30, 2017 18:20 UTC | Northern Power Systems Corp. NPS · Entity 164185 | GrantStock Option (Right to Buy) · Derivative | 70,000 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0001209191-17-036235 · doc4.xml · derivative · entry 1 St. Lawrence William · CIK 0001701515 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Underlying: Common Stock · 70,000 shares Expires 2027-05-25 F1 · derivative.exercise_date: The shares underlying the stock option becomes exercisable once the shares are vested. 33% of the shares vest on May 25, 2018, and the remaining shares vest in equal quarterly installments over the following two years. 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.