Jonathan R Phillips Net Worth - Insider Trades and Bio as of Jun 7, 2026

STRMSTREAMLINE HEALTH SOLUTIONS INC.SEC CIK: 0001326105

Estimated Net Worth

-$335 Thousand0.0%vs Last Year

Last Updated: May 19, 2026 03:04 AM EST

Transaction Summary

Total Transactions67

Buy-Sell Ratio∞

Buy Transactions34

Sell Transactions0

Transaction Volume

Total Volume$729.70K

Net Volume$729.70K

Buy Volume$729.70K

Sell Volume$0.00

Trade Analysis

AVG Trade Size$29.40K

Largest Trade$150.00K

Most Active MonthMay

Most Active Year2007

Trading Sentiment

OverallBullish

Recent TradeNeutral

Last 90 Days0 Trades

ConvictionNone

Net Worth & Trading Activity Over Time

Monthly Trading Pattern

Past Insider Trading and Trends

Jonathan R Phillips does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include STREAMLINE HEALTH SOLUTIONS INC., OPHTHALMIC IMAGING SYSTEMS, First Trust Private Assets Fund, and First Trust Enhanced Private Credit Fund.

2007 was Jonathan R Phillips's most active year for acquiring shares with 7 total transactions. Jonathan R Phillips's most active month to acquire stocks was the month of April. 2015 was Jonathan R Phillips's most active year for disposing of shares, totalling 1 transactions. Jonathan R Phillips's most active month to dispose stocks was the month of December. 2022 saw Jonathan R Phillips paying a total of $249,999.93 for 186,629 shares, this is the most they've acquired in one year. In 2015 Jonathan R Phillips cashed out on 15,000 shares for a total of $0.00, their largest year based on trade value.

Holdings & Transactions

STRMstreamline health solutions inc.

Updated: Aug 14, 2025VIEW QUOTE

Form Type	Δ Own, %	Traded Shares	Price	Size, $	Filing Date	Own, %	Type	Scheduled	Trade Dates	SEC Filing
From 4	-1.00	104.10K	—	—	Aug 14, 2025	—	Disposition	—	Aug 12	View
From 4	0.21	250.00K	$0.50	$125.00K	Jul 23, 2024	1.52M	Grant	—	Jul 18	View
From 4	—	46.05K	$0.38	$17.50K	Feb 08, 2024	1.31M	Grant	—	Feb 07	View
From 4	0.08	86.21K	$1.45	$125.00K	Jun 20, 2023	1.27M	Grant	—	Jun 15	View
From 4	0.11	113.64K	$1.32	$150.00K	Oct 27, 2022	1.18M	Grant	—	Oct 26	View
From 4	0.07	72.99K	$1.37	$100.00K	Jun 09, 2022	1.07M	Grant	—	Jun 07	View
From 4	0.04	37.50K	$2.00	$75.00K	May 27, 2021	993.84K	Grant	—	May 20	View
From 4	6.25	62.50K	$1.60	$100.00K	Mar 04, 2021	956.34K	Grant	—	Mar 02	View
From 4	0.08	63.16K	—	—	May 26, 2020	893.84K	Grant	—	May 22	View
From 4	0.06	50.00K	$1.02	$51.00K	Oct 18, 2019	830.68K	Purchase	—	Oct 16	View
From 4	0.06	44.32K	—	—	May 24, 2019	780.68K	Grant	—	May 22	View
From 4	0.06	38.89K	—	—	Jan 30, 2019	736.35K	Grant	—	Jan 29	View
From 4	0.03	20.00K	$0.96	$19.20K	Jan 10, 2019	697.47K	Purchase	—	Jan 09	View
From 4	0.02	10.00K	$1.10	$11.00K	Jun 20, 2017	677.47K	Purchase	—	Jun 19	View
From 4	0.15	84.75K	—	—	Jun 06, 2017	667.47K	Grant	—	Jun 01	View
From 4	0.02	10.00K	$1.60	$16.00K	Sep 14, 2016	582.72K	Purchase	—	Sep 13	View
From 4	0.13	64.52K	—	—	May 31, 2016	572.72K	Grant	—	May 25	View
From 4	0.07	32.85K	$1.52	$49.85K	Jan 13, 2016	508.21K	Purchase	—	Jan 11 - 12	View
From 4	0.08	35.40K	—	—	May 29, 2015	475.36K	Grant	—	May 27	View
From 4	0.01	2.46K	$3.54	$8.70K	Jan 22, 2015	439.96K	Purchase	—	Jan 20	View
From 4	—	—	$2.82	$42.30K	Jan 12, 2015	437.50K	Options	—	Jan 12	View
From 4	0.01	5.00K	$3.90	$19.50K	Sep 22, 2014	422.50K	Purchase	—	Sep 18	View
From 4	0.01	5.00K	$4.28	$21.41K	Aug 25, 2014	417.50K	Purchase	—	Aug 21	View
From 4	0.05	18.31K	—	—	Aug 21, 2014	412.50K	Grant	—	Aug 19	View
From 4	0.03	11.28K	$6.65	$75.00K	May 30, 2013	394.19K	Grant	—	May 22	View
From 4	0.01	5.00K	$6.27	$31.35K	Apr 30, 2013	382.91K	Purchase	—	Apr 30	View
From 4	0.04	15.00K	$5.13	$76.95K	Dec 28, 2012	367.91K	Purchase	—	Dec 26	View
From 4	0.02	7.14K	$4.16	$29.70K	Oct 30, 2012	352.91K	Purchase	—	Oct 26	View
From 4	0.01	3.00K	$4.99	$14.97K	Sep 26, 2012	355.77K	Purchase	—	Sep 25	View
From 4	0.14	42.52K	$1.94	$82.50K	May 31, 2012	352.77K	Grant	—	May 24	View
From 4	0.00	1.27K	$1.57	$2.00K	Jan 04, 2012	310.25K	Grant	—	Jan 03	View
From 4	0.25	60.61K	$1.65	$100.00K	Dec 30, 2011	298.98K	Purchase	—	Dec 28	View
From 4	0.00	955.00	$1.57	$1.50K	Nov 29, 2011	248.37K	Grant	—	Nov 23	View
From 4	0.12	25.00K	$1.77	$44.25K	Jun 14, 2011	247.42K	Purchase	—	Jun 10	View
From 4	0.27	45.53K	$1.68	$76.50K	May 26, 2011	222.42K	Grant	—	May 25	View
From 4	0.06	10.00K	$1.86	$18.60K	Apr 21, 2011	176.88K	Purchase	—	Apr 21	View
From 4	0.15	20.00K	$1.66	$33.20K	Apr 18, 2011	166.88K	Purchase	—	Apr 15	View
From 4	0.26	28.48K	$1.58	$45.00K	Dec 20, 2010	146.88K	Purchase	—	Dec 17	View
From 4	0.40	31.01K	$1.29	$40.00K	Nov 22, 2010	118.40K	Grant	—	Nov 18	View
From 4	0.07	5.00K	$1.45	$7.25K	Sep 16, 2010	87.39K	Purchase	—	Sep 16	View
From 4	0.32	20.00K	$1.38	$27.50K	Sep 14, 2010	82.39K	Purchase	—	Sep 13	View
From 4	0.44	18.92K	$1.85	$35.00K	May 27, 2010	62.39K	Grant	—	May 26	View
From 4	0.30	10.00K	$2.18	$21.80K	Apr 13, 2010	43.47K	Purchase	—	Apr 13	View
From 4	0.18	5.00K	$2.41	$12.05K	Dec 15, 2009	33.47K	Purchase	—	Dec 14	View
From 4	0.21	5.00K	$2.80	$13.99K	Sep 15, 2009	28.47K	Purchase	—	Sep 14	View
From 4	0.56	8.47K	$2.95	$25.00K	Jun 25, 2009	23.47K	Grant	—	Jun 25	View
From 4	0.25	3.00K	$1.48	$4.44K	Apr 16, 2009	15.00K	Purchase	—	Apr 16	View
From 4	0.20	2.00K	$1.98	$3.96K	Jan 05, 2009	12.00K	Purchase	—	Dec 31	View
From 4	—	10.00K	$2.19	$21.90K	May 22, 2008	20.00K	Grant	—	May 21	View
From 4	0.16	1.40K	$2.40	$3.36K	Apr 07, 2008	10.00K	Purchase	—	Apr 04	View
From 4	0.13	1.00K	$3.08	$3.08K	Aug 31, 2007	8.60K	Purchase	—	Aug 31	View
From 4	—	10.00K	$4.35	$43.50K	May 24, 2007	10.00K	Grant	—	May 23	View
From 4/A	0.15	1.00K	$3.84	$3.84K	Apr 16, 2007	7.60K	Purchase	—	Apr 12	View
From 4	0.15	1.00K	$3.82	$3.82K	Apr 12, 2007	7.60K	Purchase	—	Apr 12	View
From 4	0.18	1.00K	$3.85	$3.85K	Apr 10, 2007	6.60K	Purchase	—	Apr 10	View
From 4	0.12	600.00	$4.97	$2.98K	Aug 29, 2006	5.60K	Purchase	—	Aug 28	View
From 4	—	10.00K	$6.03	$60.30K	May 25, 2006	10.00K	Grant	—	May 24	View
From 4	0.67	2.00K	$6.90	$13.80K	Apr 04, 2006	5.00K	Purchase	—	Apr 04	View
From 4	0.50	1.00K	$4.50	$4.50K	Dec 08, 2005	3.00K	Purchase	—	Dec 07	View
From 4	1.00	1.00K	$3.55	$3.55K	Aug 31, 2005	2.00K	Purchase	—	Aug 29	View
From 4	—	15.00K	$2.82	$42.30K	Jul 07, 2005	15.00K	Grant	—	Jul 06	View
From 3	—	—	—	—	May 25, 2005	1.00K	—	—	—	View

first trust private assets fund

Officer Officer

Updated: May 07, 2024

Form Type	Δ Own, %	Traded Shares	Price	Size, $	Filing Date	Own, %	Type	Scheduled	Trade Dates	SEC Filing
From 3	—	—	—	—	May 07, 2024	—	—	—	—	View

first trust enhanced private credit fund

Officer Officer

Updated: Jul 09, 2024

Form Type	Δ Own, %	Traded Shares	Price	Size, $	Filing Date	Own, %	Type	Scheduled	Trade Dates	SEC Filing
From 3	—	—	—	—	Jul 09, 2024	—	—	—	—	View

ophthalmic imaging systems

Updated: May 28, 2008

Form Type	Δ Own, %	Traded Shares	Price	Size, $	Filing Date	Own, %	Type	Scheduled	Trade Dates	SEC Filing
From 4	—	15.00K	$0.35	$5.25K	May 28, 2008	15.00K	Purchase	—	May 23	View
From 4	—	60.00K	—	—	Dec 20, 2007	60.00K	Grant	—	Dec 19	View
From 3	—	—	—	—	Sep 26, 2007	—	—	—	—	View

Benzinga

Benzinga

Net Worth & Trading Activity Over Time

Monthly Trading Pattern

Past Insider Trading and Trends

Holdings & Transactions