SCHEDULE: Lazar Discloses 9.81% Stake in Matinas BioPharma

David E. Lazar has disclosed a 9.81% beneficial ownership stake in Matinas BioPharma Holdings, Inc., holding 545,000 shares of common stock.

Summary

• David E. Lazar, an investment adviser, has reported beneficial ownership of 545,000 shares of Matinas BioPharma Holdings, Inc. common stock.
• This ownership represents 9.81% of the company's outstanding common stock.
• The percentage is calculated based on 5,553,651 shares of Common Stock outstanding as of August 18, 2025.
• The shares are held with shared voting power and shared dispositive power.
• The Reporting Person's principal business address is in Panama City, Panama, and he is a citizen of Portugal and Israel.
• The filing certifies that the securities were not acquired or held for the purpose of changing or influencing control of the issuer, other than activities solely in connection with a nomination under Rule 14a-11.

Sentiment

Score: 6

Explanation: The sentiment is moderately positive as the disclosure of a significant stake (9.81%) by an investment adviser can be interpreted as a vote of confidence in the company's value or future prospects, despite the filing being purely informational.

Positives

• The disclosure of a significant 9.81% stake by an investment adviser, David E. Lazar, may signal confidence in Matinas BioPharma's future prospects from a sophisticated investor.

Negatives

• No inherent negatives are presented within this beneficial ownership disclosure filing.

Risks

• The filing itself does not detail company-specific operational or financial risks. It explicitly states that the shares were not acquired for the purpose of changing or influencing control of the issuer, mitigating a potential governance risk.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain any forward-looking statements or guidance regarding Matinas BioPharma's future outlook.

Industry Context

This filing is a standard regulatory disclosure of a significant ownership stake and does not provide specific insights into broader industry trends or competitive landscape beyond the fact that an investment adviser has taken a notable position in a biopharmaceutical company.

Stakeholder Impact

• Shareholders: The disclosure informs existing and potential shareholders of a new significant investor, which could influence market perception and trading activity.
• Company Management: Awareness of a large, non-control-seeking investor holding a significant stake.

Key Dates

Keywords

Matinas BioPharma, David E. Lazar, Beneficial Ownership, Schedule 13G, Common Stock, Biopharma, Investment Adviser, Shareholder Stake