Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elite Health Systems Inc.EHSI · Entity 7531 | Chief Financial Officer | August 06, 2025 | August 08, 2025 |
| SONIC FOUNDRY INCSOFO · Entity 114662 | Chief Financial Officer | January 02, 2023 | January 03, 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 |
|---|---|---|---|
| 2025 Equity Incentive PlanSEC Table II · derivative / convertible security · Conversion / exercise price $0.95 · Expires 2035-08-06 | Direct | 75,000 |
Reported balance
After 2025-08-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-08-06 · Grant · Acquired 75,000 · Balance 75,000 F2: NA F1: Option vests 1/3 on first anniversary with additional vests monthly at 1/36 beginning in month 13 |
Filing footnotes · ownership attribution and instrument terms
F1: Option vests 1/3 on first anniversary with additional vests monthly at 1/36 beginning in month 13
F2: NA
SONIC FOUNDRY INC
Report date January 02, 2023 · Filed January 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.81 · Expires 2033-01-02 | Direct | 10,000 |
Reported balance
After 2023-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-01-02 · Grant · Acquired 5,000 · Balance 10,000 F1: Option vests 1/3 annually beginning 1/2/2024 |
Filing footnotes · ownership attribution and instrument terms
F1: Option vests 1/3 annually beginning 1/2/2024
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 20:52 UTC | Elite Health Systems Inc. EHSI · Entity 7531 | Grant2025 Equity Incentive Plan · Derivative | 75,000 | Not disclosed Strike: $0.95 | Not disclosed |
DisclosureSEC source: 0001437749-25-025759 · rdgdoc.xml · derivative · entry 1 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: common stock · 75,000 shares Expires 2035-08-06 F2 · price: NA F1 · derivative.exercise_date: Option vests 1/3 on first anniversary with additional vests monthly at 1/36 beginning in month 13 Read SEC document |
| January 02, 2023 Filed Jan 3, 2023 17:04 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | GrantEmployee Stock Option · Derivative | 5,000 | $0.00 Strike: $0.81 | $0.00 |
DisclosureSEC source: 0001437749-23-000194 · rdgdoc.xml · derivative · entry 1 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires 2033-01-02 F1 · derivative.exercise_date: Option vests 1/3 annually beginning 1/2/2024 Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 12:29 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | PurchaseCommon Stock | 12,500 | $1.44 | $18,000.00 |
DisclosureSEC source: 0001437749-22-021024 · rdgdoc.xml · nonDerivative · entry 1 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,020 Read SEC document |
| December 01, 2021 Filed Mar 11, 2022 14:28 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | GrantEmployee Stock Option · Derivative | 5,000 | Not disclosed Strike: $3.70 | Not disclosed |
DisclosureSEC source: 0001437749-22-005984 · rdgdoc.xml · derivative · entry 1 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2031-12-01 F1 · price: N/A F2 · derivative.exercise_date: 1,666 exercisable December 1, 2022. 1,667 exercisable December 1, 2023 and 2024 Read SEC document |
| September 26, 2018 Filed Sep 27, 2018 15:47 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | Disposition to issuerEmployee Common Stock Option · Derivative | 4,320 | Not disclosed Strike: $4.75 | Not disclosed |
DisclosureSEC source: 0001029744-18-000089 · wf-form4_153807762555689.xml · derivative · entry 2 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,850 Underlying: Common Stock · 4,320 shares Expires 2026-12-27 F3 · price: N/A F2 · derivative.exercise_date: 4,320 exercisable 12/27/17 Read SEC document |
| September 26, 2018 Filed Sep 27, 2018 15:47 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | GrantCommon Stock | 4,320 | $4.75 | $20,520.00 |
DisclosureSEC source: 0001029744-18-000089 · wf-form4_153807762555689.xml · nonDerivative · entry 1 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,479 F1 · price: Represents fiscal 2016 grant of deferred bonus equal to the exercise price of the option Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 17:07 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | GrantEmployee Common Stock Option · Derivative | 51,071 | Not disclosed Strike: $2.49 | Not disclosed |
DisclosureSEC source: 0001029744-18-000014 · wf-form4_151639965348694.xml · derivative · entry 1 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,170 Underlying: Common Stock · 51,071 shares Expires 2028-01-17 F2 · price: N/A F1 · derivative.exercise_date: 17,023 exercisable 1/17/19, 17,024 exercisable 1/17/20 and 1/17/21 Read SEC document |
| September 06, 2017 Filed Sep 6, 2017 16:20 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | PurchaseCommon Stock | 3,400 | $3.15 | $10,710.00 |
DisclosureSEC source: 0001029744-17-000099 · wf-form4_150472919088527.xml · nonDerivative · entry 1 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,159 Read SEC document |
| August 28, 2017 Filed Aug 29, 2017 16:48 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | PurchaseCommon Stock | 6,840 | $3.22 | $22,024.80 |
DisclosureSEC source: 0001029744-17-000097 · wf-form4_150403972417545.xml · nonDerivative · entry 1 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,759 Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 16:56 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | GrantEmployee Common Stock Option · Derivative | 4,320 | Not disclosed Strike: $4.75 | Not disclosed |
DisclosureSEC source: 0001029744-16-000029 · wf-form4_148304859073715.xml · derivative · entry 2 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,099 Underlying: Common Stock · 4,320 shares Expires 2026-12-27 F2 · price: N/A F3 · derivative.exercise_date: 4,320 exercisable 12/27/17 Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 16:56 UTC | SONIC FOUNDRY INC SOFO · Entity 114662 | GrantEmployee Common Stock Option · Derivative | 41,273 | Not disclosed Strike: $4.75 | Not disclosed |
DisclosureSEC source: 0001029744-16-000029 · wf-form4_148304859073715.xml · derivative · entry 1 MINOR KENNETH A · CIK 0001182098 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,779 Underlying: Common Stock · 41,273 shares Expires 2026-12-27 F2 · price: N/A F1 · derivative.exercise_date: 13,757 exercisable 12/27/17. 13,758 exercisable 12/27/18 and 12/27/19 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.