PHILLIPS JONATHAN R

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Director at STREAMLINE HEALTH SOLUTIONS INC. · on record since May 25, 2006
Officer at First Trust Private Assets Fund · on record since May 7, 2024
Officer at First Trust Enhanced Private Credit Fund · on record since Jul 9, 2024
Director at OPHTHALMIC IMAGING SYSTEMS · on record since Sep 26, 2007

Insider trading activity of PHILLIPS JONATHAN R

Transactions on record: 71; since Jul 7, 2005

Purchases: 38; $729.7K

Sales: 0

Companies traded: 2; last filing Aug 14, 2025

Figures computed from official regulatory filings — .

Companies where PHILLIPS JONATHAN R has traded

STREAMLINE HEALTH SOLUTIONS INC.68 tx · $2M · Aug 14, 2025
OPHTHALMIC IMAGING SYSTEMS3 tx · $5.3K · May 28, 2008

Track record of PHILLIPS JONATHAN R

Statistical track record

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Purchases: 38

Last buy: Oct 16, 2019

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Transaction history of PHILLIPS JONATHAN R

Co-insiders of PHILLIPS JONATHAN R

This page republishes public regulatory disclosures.

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Aug 14, 2025	OtherD (derivative)	-2,991	—	n/a (No price was disclosed in the filing)		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Aug 14, 2025	Other	-96,278	—	n/a (No price was disclosed in the filing)		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Aug 14, 2025	Other	-4,833	—	n/a (No price was disclosed in the filing)		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jul 23, 2024	Award	250,000	0.50 USD	$125K		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Feb 8, 2024	AwardD (derivative)	46,053	0.38 USD	$17.5K		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jun 20, 2023	Award	86,207	1.45 USD	$125K		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Oct 27, 2022	Award	113,636	1.32 USD	$150K	Unusual size	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jun 9, 2022	Award	72,993	1.37 USD	$100K	Unusual size	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 27, 2021	Award	37,500	2.00 USD	$75K		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Mar 4, 2021	Award	62,500	1.60 USD	$100K	Unusual size	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 26, 2020	Award	63,158	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Oct 18, 2019	Buy	50,000	1.02 USD	$51K	conv 48Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 24, 2019	Award	44,323	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 30, 2019	Award	38,888	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 10, 2019	Buy	20,000	0.96 USD	$19.2K	conv 48ClusterFirst in 12mo	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jun 20, 2017	Buy	10,000	1.10 USD	$11K	conv 26Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jun 6, 2017	Award	84,745	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Sep 14, 2016	Buy	10,000	1.60 USD	$16K	conv 15	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 31, 2016	Award	64,516	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 13, 2016	Buy	15,000	1.62 USD	$24.3K	conv 37Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 13, 2016	Buy	17,849	1.43 USD	$25.5K	conv 43Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 29, 2015	Award	35,398	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 22, 2015	Buy	2,460	3.54 USD	$8.7K	conv 25Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 12, 2015	ExerciseD (derivative)	-15,000	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 12, 2015	Exercise	15,000	2.82 USD	$42.3K		SEC

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Aug 14, 2025	OtherD (derivative)	-2,991	—	n/a (No price was disclosed in the filing)		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Aug 14, 2025	Other	-96,278	—	n/a (No price was disclosed in the filing)		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Aug 14, 2025	Other	-4,833	—	n/a (No price was disclosed in the filing)		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jul 23, 2024	Award	250,000	0.50 USD	$125K		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Feb 8, 2024	AwardD (derivative)	46,053	0.38 USD	$17.5K		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jun 20, 2023	Award	86,207	1.45 USD	$125K		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Oct 27, 2022	Award	113,636	1.32 USD	$150K	Unusual size	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jun 9, 2022	Award	72,993	1.37 USD	$100K	Unusual size	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 27, 2021	Award	37,500	2.00 USD	$75K		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Mar 4, 2021	Award	62,500	1.60 USD	$100K	Unusual size	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 26, 2020	Award	63,158	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Oct 18, 2019	Buy	50,000	1.02 USD	$51K	conv 48Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 24, 2019	Award	44,323	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 30, 2019	Award	38,888	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 10, 2019	Buy	20,000	0.96 USD	$19.2K	conv 48ClusterFirst in 12mo	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jun 20, 2017	Buy	10,000	1.10 USD	$11K	conv 26Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jun 6, 2017	Award	84,745	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Sep 14, 2016	Buy	10,000	1.60 USD	$16K	conv 15	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 31, 2016	Award	64,516	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 13, 2016	Buy	15,000	1.62 USD	$24.3K	conv 37Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 13, 2016	Buy	17,849	1.43 USD	$25.5K	conv 43Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	May 29, 2015	Award	35,398	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 22, 2015	Buy	2,460	3.54 USD	$8.7K	conv 25Cluster	SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 12, 2015	ExerciseD (derivative)	-15,000	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
STREAMLINE HEALTH SOLUTIONS INC.Listing on record	Jan 12, 2015	Exercise	15,000	2.82 USD	$42.3K		SEC