Jonathan R. Phillips

Insider Reports History

Reporting-owner location: Wheaton, IL
Latest reporting-owner signature: /s/ Jonathan Phillips
Source: Latest parsed Forms 3/4/5 signature
Transaction source note: Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for Jonathan R. Phillips

Form 4 holding Director

STREAMLINE HEALTH SOLUTIONS INC.

Security class: Warrant (right to buy)
Shares / value: 0
Estimated value: $17,500
Report date: 12 Aug 2025
Price: $0.3800
Ownership: Direct
Underlying class: Common Stock, $0.01 par value
Underlying amount

Form 4 holding Director

STREAMLINE HEALTH SOLUTIONS INC.

Security class: Common Stock, $0.01 par value
Shares / value: 0
Estimated value: $0
Report date: 12 Aug 2025
Price: $5.25
Ownership: Direct

Form 4 holding Director

STREAMLINE HEALTH SOLUTIONS INC.

Security class: Common Stock, $0.01 par value
Shares / value: 0
Estimated value: $0
Report date: 12 Aug 2025
Price: $5.25
Ownership: Indirect

Form 4 holding Officer

First Trust Enhanced Private Credit Fund

Security class: Common Shares
Shares / value: 0
Estimated value
Report date: 01 Jul 2024
Price
Ownership: Direct

Form 4 holding Officer

First Trust Private Assets Fund

Security class: Common Shares
Shares / value: 0
Estimated value
Report date: 10 Nov 2016
Price
Ownership: Direct

Insider Reports Filed by Jonathan R. Phillips

4 STRM

STREAMLINE HEALTH SOLUTIONS INC.

Report period: 12 Aug 2025
Transactions: 3
Transaction value: $0
Accepted by SEC: 14 Aug 2025, 13:02
Role: Director
Next action: Open filing details

4 STRM

STREAMLINE HEALTH SOLUTIONS INC.

Report period: 18 Jul 2024
Transactions: 1
Transaction value: +$125,000
Accepted by SEC: 23 Jul 2024, 09:24
Role: Director
Next action: Open filing details

3

First Trust Enhanced Private Credit Fund

Report period: 01 Jul 2024
Transactions: 0
Transaction value: $0
Accepted by SEC: 09 Jul 2024, 12:46
Role: Officer
Next action: Open filing details

4 STRM

STREAMLINE HEALTH SOLUTIONS INC.

Report period: 07 Feb 2024
Transactions: 1
Transaction value: +$17,500
Accepted by SEC: 08 Feb 2024, 21:48
Role: Director
Next action: Open filing details

4 STRM

STREAMLINE HEALTH SOLUTIONS INC.

Report period: 15 Jun 2023
Transactions: 1
Transaction value: +$125,000
Accepted by SEC: 20 Jun 2023, 17:00
Role: Director
Next action: Open filing details

4 STRM

STREAMLINE HEALTH SOLUTIONS INC.

Report period: 26 Oct 2022
Transactions: 1
Transaction value: +$150,000
Accepted by SEC: 27 Oct 2022, 17:30
Role: Director
Next action: Open filing details

4 STRM

STREAMLINE HEALTH SOLUTIONS INC.

Report period: 07 Jun 2022
Transactions: 1
Transaction value: +$100,000
Accepted by SEC: 09 Jun 2022, 17:00
Role: Director
Next action: Open filing details

4 STRM

STREAMLINE HEALTH SOLUTIONS INC.

Report period: 20 May 2021
Transactions: 1
Transaction value: +$75,000
Accepted by SEC: 27 May 2021, 17:50
Role: Director
Next action: Open filing details

3

First Trust Private Assets Fund

Report period: 10 Nov 2016
Transactions: 0
Transaction value: $0
Accepted by SEC: 07 May 2024, 16:54
Role: Officer
Next action: Open filing details

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