Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KORU Medical Systems, Inc.KRMD · Entity 6517 | Chief Commercial Officer | March 17, 2025 | March 21, 2025 |
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.
KORU Medical Systems, Inc.
Report date March 17, 2025 · Filed March 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,725 |
Ending reported balance
After 2025-03-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-17 · Exercise / conversion · Acquired 5,893 · Balance 5,893 F1: Represents common stock issued upon vesting of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock upon vesting. Row 2 · 2025-03-17 · Tax withholding · Disposed 2,168 · Balance 3,725 F2: Represents shares withheld to satisfy tax obligations upon vesting of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 17,679 |
Reported balance
After 2025-03-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-17 · Exercise / conversion · Disposed 5,893 · Balance 17,679 F3: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date. F4: This restricted stock unit award was granted under the Issuer's 2024 Omnibus Equity Incentive Plan. The units comprising the award vest in equal increments on March 15, 2025 and each first, second and third anniversaries thereof (each, a vesting date). Shares were withheld to satisfy applicable tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock issued upon vesting of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock upon vesting.
F2: Represents shares withheld to satisfy tax obligations upon vesting of restricted stock units.
F3: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date.
F4: This restricted stock unit award was granted under the Issuer's 2024 Omnibus Equity Incentive Plan. The units comprising the award vest in equal increments on March 15, 2025 and each first, second and third anniversaries thereof (each, a vesting date). Shares were withheld to satisfy applicable tax withholding obligations.
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 17, 2025 Filed Mar 21, 2025 20:32 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionRestricted Stock Unit · Derivative | 5,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001161697-25-000112 · form_4.xml · derivative · entry 3 Miller Kenneth E · CIK 0001999516 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,679 Underlying: Common Stock · 5,893 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. F3 · derivative.exercise_price: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date. F3 · price: Each unit represents a right to receive one share of common stock underlying the vested award on the applicable vesting date. F4 · derivative.exercise_date: This restricted stock unit award was granted under the Issuer's 2024 Omnibus Equity Incentive Plan. The units comprising the award vest in equal increments on March 15, 2025 and each first, second and third anniversaries thereof (each, a vesting date). Shares were withheld to satisfy applicable tax withholding obligations. F4 · derivative.expiration_date: This restricted stock unit award was granted under the Issuer's 2024 Omnibus Equity Incentive Plan. The units comprising the award vest in equal increments on March 15, 2025 and each first, second and third anniversaries thereof (each, a vesting date). Shares were withheld to satisfy applicable tax withholding obligations. Read SEC document |
| March 17, 2025 Filed Mar 21, 2025 20:32 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Tax withholdingCommon Stock | 2,168 | $2.89 | $6,259.02 |
DisclosureSEC source: 0001161697-25-000112 · form_4.xml · nonDerivative · entry 2 Miller Kenneth E · CIK 0001999516 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,725 F2 · kind: Represents shares withheld to satisfy tax obligations upon vesting of restricted stock units. Read SEC document |
| March 17, 2025 Filed Mar 21, 2025 20:32 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | Exercise / conversionCommon Stock | 5,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-25-000112 · form_4.xml · nonDerivative · entry 1 Miller Kenneth E · CIK 0001999516 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,893 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: Represents common stock issued upon vesting of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock upon vesting. Read SEC document |
| August 15, 2024 Filed Sep 30, 2024 15:33 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantOption to buy Common Stock · Derivative | 52,008 | $0.00 Strike: $2.35 | $0.00 |
DisclosureSEC source: 0001161697-24-000395 · form_4.xml · derivative · entry 3 Miller Kenneth E · CIK 0001999516 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,008 Underlying: Common Stock · 52,008 shares Expires 2034-08-15 F4 · derivative.exercise_date: One-fourth will vest on March 15, 2025 and on each first, second and third anniversary thereof. Read SEC document |
| August 15, 2024 Filed Sep 30, 2024 15:33 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantRestricted Stock Units · Derivative | 23,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-24-000395 · form_4.xml · derivative · entry 2 Miller Kenneth E · CIK 0001999516 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,574 Underlying: Common Stock · 23,574 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of KORU Medical Systems, Inc. (the "Company") upon vesting. F3 · derivative.exercise_date: These restricted stock units will vest based upon the achievement of certain performance conditions as of December 31, 2026. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved. These restricted stock units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2026. F3 · derivative.expiration_date: These restricted stock units will vest based upon the achievement of certain performance conditions as of December 31, 2026. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-150% of the amount reported depending on the level of performance achieved. These restricted stock units will vest at 100% of the amount reported upon a change in control of the Company prior to December 31, 2026. Read SEC document |
| August 15, 2024 Filed Sep 30, 2024 15:33 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantRestricted Stock Units · Derivative | 23,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-24-000395 · form_4.xml · derivative · entry 1 Miller Kenneth E · CIK 0001999516 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,574 Underlying: Common Stock · 23,574 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of KORU Medical Systems, Inc. (the "Company") upon vesting. F2 · derivative.exercise_date: One-fourth will vest on March 15, 2025 and on each first, second and third anniversary thereof or upon an earlier change in control of the Company. F2 · derivative.expiration_date: One-fourth will vest on March 15, 2025 and on each first, second and third anniversary thereof or upon an earlier change in control of the Company. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:04 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantOption to buy Common Stock · Derivative | 200,000 | $0.00 Strike: $2.18 | $0.00 |
DisclosureSEC source: 0001161697-23-000576 · form_4.xml · derivative · entry 2 Miller Kenneth E · CIK 0001999516 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 200,000 shares Expires 2033-11-15 F2 · shares: Nonqualified stock options awards vest based on a schedule of the Company's net sales growth targets for each of the fiscal years ended 12/31/2024 through 12/31/2026. F2 · derivative.exercise_date: Nonqualified stock options awards vest based on a schedule of the Company's net sales growth targets for each of the fiscal years ended 12/31/2024 through 12/31/2026. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:04 UTC | KORU Medical Systems, Inc. KRMD · Entity 6517 | GrantOption to buy Common Stock · Derivative | 200,000 | $0.00 Strike: $2.18 | $0.00 |
DisclosureSEC source: 0001161697-23-000576 · form_4.xml · derivative · entry 1 Miller Kenneth E · CIK 0001999516 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2033-11-15 F1 · shares: Nonqualified stock options granted as an inducement to employment. Options vest in increments of 50,000 on the first anniversary of the date of grant and each anniversary thereafter until fully vested. F1 · derivative.exercise_date: Nonqualified stock options granted as an inducement to employment. Options vest in increments of 50,000 on the first anniversary of the date of grant and each anniversary thereafter until fully vested. 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.