Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stereotaxis, Inc.STXS · Entity 6577 | Director | January 02, 2024 | January 02, 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.
Stereotaxis, Inc.
Report date January 02, 2024 · Filed January 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 518,402 |
Reported balance
After 2024-01-02 transaction · row 1
1 source rowRow 1 · 2024-01-02 · Grant · Acquired 64,935 · Balance 518,402 F1: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents).
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 |
|---|---|---|---|---|---|---|
| January 02, 2024 Filed Jan 2, 2024 17:00 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 64,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-000113 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518,402 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 16:05 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 47,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-023297 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453,467 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| January 03, 2023 Filed Jan 3, 2023 16:10 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 54,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-000123 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,848 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 16:00 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 15,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-018357 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,794 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| January 04, 2022 Filed Jan 4, 2022 16:05 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 10,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-000295 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,267 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 11:16 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-016178 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,818 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 11:35 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-000296 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,818 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 17:30 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-012690 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,818 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 16:12 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-000221 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,818 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| July 01, 2019 Filed Jul 1, 2019 06:19 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-19-009957 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,818 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 13:12 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-19-000108 · ownership.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,818 F1 · shares: - Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control of the Company (as defined in the award documents). Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 16:16 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289340-18-000068 · edgar.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,818 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control of the Company (as defined in the award documents). Read SEC document |
| January 02, 2018 Filed Jan 2, 2018 14:24 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289340-18-000017 · edgar.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,818 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 16:09 UTC | Stereotaxis, Inc. STXS · Entity 6577 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-17-000535 · edgar.xml · nonDerivative · entry 1 MESSEY ROBERT J · CIK 0001129715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,818 F1 · shares: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest immediately upon the date of the grant. 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.