Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KORU Medical Systems, Inc.KRMD · Entity 6517 | Director | March 31, 2022 | April 04, 2022 |
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 31, 2022 · Filed April 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,746 |
Reported balance
After 2022-03-31 transaction · row 1
1 source rowRow 1 · 2022-03-31 · Grant · Acquired 5,221 · Balance 58,746 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Longevity Health Holdings, Inc.
Report date August 28, 2024 · Filed August 30, 2024
Section 16 reporting ended · disclosed 2024-08-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Carmell Insiders LLC | 8,128 |
Last balance in matching sequence
After 2024-08-29 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-08-28 · Purchase · Acquired 749 · Balance 7,476 F1: The reported shares acquired and beneficially owned by the Reporting Person represent his/her interest in shares purchased by Carmell Insiders, LLC ("LLC"). The sole purpose of the LLC is to enable certain of the Issuer's Board of Directors to acquire shares of the Issuer's common stock in accordance with the Issuer's Insider Trading Policy (i.e., during periods of time when its members are not in possession of material nonpublic information). The five members of the LLC and their respective percentage interest in it are as follows: David Anderson (19.1%), Scott Frisch (15.3%), Kathryn Gregory (26.4%), Gilles Spenlehauer (15.3%), and Patrick Sturgeon (23.9%). The total amount invested in the LLC by these members was $130,750 as of the date of his filing. The LLC is managed by a non-member, and the members disclaim any voting or investment authority over the LLC. Row 2 · 2024-08-29 · Purchase · Acquired 652 · Balance 8,128 F1: The reported shares acquired and beneficially owned by the Reporting Person represent his/her interest in shares purchased by Carmell Insiders, LLC ("LLC"). The sole purpose of the LLC is to enable certain of the Issuer's Board of Directors to acquire shares of the Issuer's common stock in accordance with the Issuer's Insider Trading Policy (i.e., during periods of time when its members are not in possession of material nonpublic information). The five members of the LLC and their respective percentage interest in it are as follows: David Anderson (19.1%), Scott Frisch (15.3%), Kathryn Gregory (26.4%), Gilles Spenlehauer (15.3%), and Patrick Sturgeon (23.9%). The total amount invested in the LLC by these members was $130,750 as of the date of his filing. The LLC is managed by a non-member, and the members disclaim any voting or investment authority over the LLC. |
| Common StockSEC Table I · non-derivative | Direct | 69,504 |
Reported balance
Holding disclosure · report date 2024-08-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 69,504 F2: The shares beneficially owned by the Reporting Person include 69,504 shares of common stock that may be acquired pursuant to the exercise of stock options within 60 days of the date of this filing. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares acquired and beneficially owned by the Reporting Person represent his/her interest in shares purchased by Carmell Insiders, LLC ("LLC"). The sole purpose of the LLC is to enable certain of the Issuer's Board of Directors to acquire shares of the Issuer's common stock in accordance with the Issuer's Insider Trading Policy (i.e., during periods of time when its members are not in possession of material nonpublic information). The five members of the LLC and their respective percentage interest in it are as follows: David Anderson (19.1%), Scott Frisch (15.3%), Kathryn Gregory (26.4%), Gilles Spenlehauer (15.3%), and Patrick Sturgeon (23.9%). The total amount invested in the LLC by these members was $130,750 as of the date of his filing. The LLC is managed by a non-member, and the members disclaim any voting or investment authority over the LLC.
F2: The shares beneficially owned by the Reporting Person include 69,504 shares of common stock that may be acquired pursuant to the exercise of stock options within 60 days of the date of this filing.
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 |
|---|---|---|---|---|---|---|
| October 27, 2016 Filed Oct 27, 2016 21:57 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantCommon Stock | 7,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-16-001157 · form_4.xml · nonDerivative · entry 1 Anderson David W · CIK 0001304554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,031 Read SEC document |
| October 27, 2016 Filed May 31, 2017 01:16 UTC Amendment | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantCommon Stock | 7,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-17-000270 · form_4.xml · nonDerivative · entry 1 Anderson David W · CIK 0001304554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,522 F1 · shares: On October 27, 2016, David W. Anderson was granted 7,593 shares in lieu of fees for service as a director of the Company pursuant to a transaction exempt under Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. The reporting person's Form 4 filed on October 27, 2016 incorrectly reported the number of shares granted as 7,102 shares. Read SEC document |
| September 29, 2016 Filed Oct 3, 2016 20:34 UTC | KORU Medical Systems, Inc. REPR · Entity 6517 | GrantCommon Stock | 8,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001161697-16-001097 · form_4.xml · nonDerivative · entry 1 Anderson David W · CIK 0001304554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,929 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.