Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareView Communications IncCRVW · Entity 7636 | Chief Operating Officer | March 05, 2024 | March 07, 2024 |
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.
CareView Communications Inc
Report date March 05, 2024 · Filed March 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-qualified stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.06 · Expires 2034-03-04 | Direct | 8,902,133 |
Reported balance
After 2024-03-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-05 · Grant · Acquired 8,902,113 · Balance 8,902,133 F1: On each of March 5, 2025, March 5, 2026 and March 5, 2027, an aggregate of 2,967,371 shares vest. |
Filing footnotes · ownership attribution and instrument terms
F1: On each of March 5, 2025, March 5, 2026 and March 5, 2027, an aggregate of 2,967,371 shares vest.
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 05, 2024 Filed Mar 7, 2024 21:11 UTC | CareView Communications Inc CRVW · Entity 7636 | GrantNon-qualified stock option (right to buy) · Derivative | 8,902,113 | $0.00 Strike: $0.06 | $0.00 |
DisclosureSEC source: 0001999371-24-003256 · mcree-form4_030724.xml · derivative · entry 1 McRee Sandra K · CIK 0001588618 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,902,133 Underlying: COMMON STOCK · 8,902,113 shares Expires 2034-03-04 F1 · derivative.exercise_date: On each of March 5, 2025, March 5, 2026 and March 5, 2027, an aggregate of 2,967,371 shares vest. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 20:22 UTC | CareView Communications Inc CRVW · Entity 7636 | ConversionReplacement Note · Derivative | Not disclosed | Not disclosed Strike: $0.10 | $200,000.00 |
DisclosureSEC source: 0001387131-23-004297 · mcree-form4_033023.xml · derivative · entry 4 McRee Sandra K · CIK 0001588618 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Sandra McRee IRA Disclosed balance after: 0 Underlying: Common Stock · 2,000,000 shares Expires 2023-12-31 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 · price: See footnote 1. F2 · derivative.exercise_date: The Replacement Note was convertible immediately after issuance. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 20:22 UTC | CareView Communications Inc CRVW · Entity 7636 | ConversionReplacement Note · Derivative | Not disclosed | Not disclosed Strike: $0.10 | $100,000.00 |
DisclosureSEC source: 0001387131-23-004297 · mcree-form4_033023.xml · derivative · entry 3 McRee Sandra K · CIK 0001588618 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000,000 shares Expires 2023-12-31 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 · price: See footnote 1. F2 · derivative.exercise_date: The Replacement Note was convertible immediately after issuance. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 20:22 UTC | CareView Communications Inc CRVW · Entity 7636 | Exercise / conversionCommon Stock | 2,000,000 | $0.10 | $200,000.00 |
DisclosureSEC source: 0001387131-23-004297 · mcree-form4_033023.xml · nonDerivative · entry 2 McRee Sandra K · CIK 0001588618 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Sandra McRee IRA Disclosed balance after: 2,000,000 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 · security: On March 30, 2023, the Reporting Persons converted a Replacement Note dated December 30, 2022 for $100,000 into 1,000,000 shares of the Company's Common Stock at a conversion price of $0.10 per share. The Reporting Person, through Sandra McRee IRA, converted a Replacement Note dated December 30, 2022 for $200,000 into 2,000,000 shares of the Company's Common Stock at a conversion price of $0.10 per share. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 20:22 UTC | CareView Communications Inc CRVW · Entity 7636 | Exercise / conversionCommon Stock | 1,000,000 | $0.10 | $100,000.00 |
DisclosureSEC source: 0001387131-23-004297 · mcree-form4_033023.xml · nonDerivative · entry 1 McRee Sandra K · CIK 0001588618 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,750,000 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 · security: On March 30, 2023, the Reporting Persons converted a Replacement Note dated December 30, 2022 for $100,000 into 1,000,000 shares of the Company's Common Stock at a conversion price of $0.10 per share. The Reporting Person, through Sandra McRee IRA, converted a Replacement Note dated December 30, 2022 for $200,000 into 2,000,000 shares of the Company's Common Stock at a conversion price of $0.10 per share. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 23:54 UTC | CareView Communications Inc CRVW · Entity 7636 | GrantSecured Convertible Note · Derivative | Not disclosed | Not disclosed Strike: $0.10 | $100,000.00 |
DisclosureSEC source: 0001839882-23-000277 · ownership.xml · derivative · entry 4 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 10,000 shares Expires 2023-12-31 F1 · security: On December 30, 2022, the reporting persons exchanged all outstanding notes issued under the Note and Warrant Purchase Agreement dated as of April 21, 2011, as amended, with an aggregate principal balance of $605,789, for replacement notes in the indicated principal amounts with a conversion price of $0.10 per share. At the time, the reporting persons surrendered for cancellation all outstanding warrants held by her representing an aggregate of 148,076 shares, for no value, the reporting of which is exempt under Rule 16a-4(d) of the Exchange Act. F3 · price: See footnote (1). F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 23:54 UTC | CareView Communications Inc CRVW · Entity 7636 | GrantSecured Convertible Note · Derivative | Not disclosed | Not disclosed Strike: $0.10 | $200,000.00 |
DisclosureSEC source: 0001839882-23-000277 · ownership.xml · derivative · entry 3 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 20,000 shares Expires 2023-12-31 F1 · security: On December 30, 2022, the reporting persons exchanged all outstanding notes issued under the Note and Warrant Purchase Agreement dated as of April 21, 2011, as amended, with an aggregate principal balance of $605,789, for replacement notes in the indicated principal amounts with a conversion price of $0.10 per share. At the time, the reporting persons surrendered for cancellation all outstanding warrants held by her representing an aggregate of 148,076 shares, for no value, the reporting of which is exempt under Rule 16a-4(d) of the Exchange Act. F3 · price: See footnote (1). F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 23:54 UTC | CareView Communications Inc CRVW · Entity 7636 | Disposition to issuerSecured Convertible Note · Derivative | Not disclosed | Not disclosed Strike: $0.05 | $160,640.00 |
DisclosureSEC source: 0001839882-23-000277 · ownership.xml · derivative · entry 2 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,212,806 shares Expires 2028-02-22 F1 · security: On December 30, 2022, the reporting persons exchanged all outstanding notes issued under the Note and Warrant Purchase Agreement dated as of April 21, 2011, as amended, with an aggregate principal balance of $605,789, for replacement notes in the indicated principal amounts with a conversion price of $0.10 per share. At the time, the reporting persons surrendered for cancellation all outstanding warrants held by her representing an aggregate of 148,076 shares, for no value, the reporting of which is exempt under Rule 16a-4(d) of the Exchange Act. F3 · price: See footnote (1). F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 23:54 UTC | CareView Communications Inc CRVW · Entity 7636 | Disposition to issuerSecured Convertible Note · Derivative | Not disclosed | Not disclosed Strike: $0.52 | $445,149.00 |
DisclosureSEC source: 0001839882-23-000277 · ownership.xml · derivative · entry 1 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 856,055 shares Expires 2025-02-16 F1 · security: On December 30, 2022, the reporting persons exchanged all outstanding notes issued under the Note and Warrant Purchase Agreement dated as of April 21, 2011, as amended, with an aggregate principal balance of $605,789, for replacement notes in the indicated principal amounts with a conversion price of $0.10 per share. At the time, the reporting persons surrendered for cancellation all outstanding warrants held by her representing an aggregate of 148,076 shares, for no value, the reporting of which is exempt under Rule 16a-4(d) of the Exchange Act. F3 · price: See footnote (1). F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| December 30, 2022 Filed Feb 1, 2023 02:24 UTC Amendment | CareView Communications Inc CRVW · Entity 7636 | GrantSecured Convertible Note · Derivative | Not disclosed | Not disclosed Strike: $0.10 | $300,000.00 |
DisclosureSEC source: 0001387131-23-001154 · ownership.xml · derivative · entry 3 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 3,000,000 shares Expires 2023-12-31 F1 · security: On December 30, 2022, the reporting person exchanged all outstanding notes issued under the Note and Warrant Purchase Agreement dated as of April 21, 2011, as amended, with an aggregate principal balance of $605,789, for a replacement note in the indicated aggregate principal amount with a conversion price of $0.10 per share. At the time, the reporting person surrendered for cancellation all outstanding warrants held by her representing an aggregate of 148,076 shares, for no value, the reporting of which is exempt under Rule 16a-4(d) of the Exchange Act. F3 · price: See footnote (1). F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| December 30, 2022 Filed Feb 1, 2023 02:24 UTC Amendment | CareView Communications Inc CRVW · Entity 7636 | Disposition to issuerSecured Convertible Note · Derivative | Not disclosed | Not disclosed Strike: $0.05 | $160,640.00 |
DisclosureSEC source: 0001387131-23-001154 · ownership.xml · derivative · entry 2 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,212,806 shares Expires 2028-02-22 F1 · security: On December 30, 2022, the reporting person exchanged all outstanding notes issued under the Note and Warrant Purchase Agreement dated as of April 21, 2011, as amended, with an aggregate principal balance of $605,789, for a replacement note in the indicated aggregate principal amount with a conversion price of $0.10 per share. At the time, the reporting person surrendered for cancellation all outstanding warrants held by her representing an aggregate of 148,076 shares, for no value, the reporting of which is exempt under Rule 16a-4(d) of the Exchange Act. F3 · price: See footnote (1). F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| December 30, 2022 Filed Feb 1, 2023 02:24 UTC Amendment | CareView Communications Inc CRVW · Entity 7636 | Disposition to issuerSecured Convertible Note · Derivative | Not disclosed | Not disclosed Strike: $0.52 | $445,149.00 |
DisclosureSEC source: 0001387131-23-001154 · ownership.xml · derivative · entry 1 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 856,055 shares Expires 2025-02-16 F1 · security: On December 30, 2022, the reporting person exchanged all outstanding notes issued under the Note and Warrant Purchase Agreement dated as of April 21, 2011, as amended, with an aggregate principal balance of $605,789, for a replacement note in the indicated aggregate principal amount with a conversion price of $0.10 per share. At the time, the reporting person surrendered for cancellation all outstanding warrants held by her representing an aggregate of 148,076 shares, for no value, the reporting of which is exempt under Rule 16a-4(d) of the Exchange Act. F3 · price: See footnote (1). F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 22:27 UTC | CareView Communications Inc CRVW · Entity 7636 | GrantNon-qualified stock option (right to buy) · Derivative | 7,400,000 | $0.00 Strike: $0.04 | $0.00 |
DisclosureSEC source: 0001387131-20-007335 · mcree-form4_081020.xml · derivative · entry 1 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,400,000 Underlying: Common Stock · 7,400,000 shares Expires 2030-08-09 F1 · derivative.exercise_date: On each of August 10, 2021 and August 10, 2022, 2,466,666 shares vest, and on August 10, 2023, 2,466,668 shares vest. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 02:47 UTC | CareView Communications Inc CRVW · Entity 7636 | GrantCommon Stock Warrants (Right to Buy) · Derivative | 25,000 | Not disclosed Strike: $0.05 | Not disclosed |
DisclosureSEC source: 0001387131-18-000844 · mcree-form4_022318.xml · derivative · entry 2 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2028-02-23 F1 · price: Issued in connection with the purchase of the convertible notes for no additional consideration. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 02:47 UTC | CareView Communications Inc CRVW · Entity 7636 | GrantSenior Secured Convertible Note Due 2028 · Derivative | Not disclosed | $100,000.00 Strike: $0.05 | $100,000.00 |
DisclosureSEC source: 0001387131-18-000844 · mcree-form4_022318.xml · derivative · entry 1 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 2,000,000 shares Expires 2028-02-22 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 21:30 UTC | CareView Communications Inc CRVW · Entity 7636 | GrantNon-qualified stock option · Derivative | 2,000,000 | $0.00 Strike: $0.10 | $0.00 |
DisclosureSEC source: 0001387131-16-008419 · mcree-form4_120716.xml · derivative · entry 1 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000,000 Underlying: Common Stock · 2,000,000 shares Expires 2026-12-06 F1 · derivative.exercise_date: 666,667 shares vest on each of December 7, 2017 and 2018; 666,666 shares vest on December 7, 2019. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 21:18 UTC | CareView Communications Inc CRVW · Entity 7636 | PurchaseCommon Stock | 750,000 | $0.07 | $56,025.00 |
DisclosureSEC source: 0001387131-16-008358 · mcree-form4_120216.xml · nonDerivative · entry 1 McRee Sandra K · CIK 0001588618 · COO 10b5-1 filing: Not disclosed Ownership: Indirect · See Disclosed balance after: 750,000 F1 · ownership.nature: Sandra K. McRee TTEE, U/A DTD July 30, 2007, Sandra K. McRee Rev Liv Trust 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.