SCHEDULE: Icahn School of Medicine Discloses 5.8% Stake in Monogram Technologies

Icahn School of Medicine at Mount Sinai has reported a 5.8% beneficial ownership stake in Monogram Technologies Inc., holding 2,360,304 shares as of December 31, 2023.

Summary

• Icahn School of Medicine at Mount Sinai (ISMMS) reported beneficial ownership of 2,360,304 shares of Monogram Technologies Inc. common stock.
• This ownership represents 5.8% of the total common stock outstanding.
• The ownership calculation is based on 40,632,367 shares of common stock outstanding as of July 11, 2025.
• ISMMS holds sole voting power and sole dispositive power over these 2,360,304 shares.
• Mount Sinai Health System, Inc. (MSHS), as the sole member of ISMMS, may be deemed to beneficially own the common stock held by ISMMS, but MSHS disclaims such beneficial ownership.
• The filing is a Schedule 13G, indicating a passive investment intent.

Sentiment

Score: 7

Explanation: The disclosure of a significant passive stake by a reputable institution like Icahn School of Medicine is generally viewed positively as it indicates institutional confidence, without suggesting immediate activist pressure.

Positives

• A significant institutional investor, Icahn School of Medicine at Mount Sinai, holds a substantial stake, potentially indicating confidence in Monogram Technologies Inc.
• The filing is a Schedule 13G, which typically signifies a passive investment intent, reducing immediate concerns about activist intervention.

Risks

• No specific risks related to Monogram Technologies Inc. are detailed in this ownership disclosure. The general risk is that the reporting entity could change its investment strategy in the future.

Future Outlook

NA

Management Comments

• The voting and investment authority of the common stock is vested in those persons who from time to time are the executive officers of Icahn School of Medicine at Mount Sinai.
• As the sole member of ISMMS, Mount Sinai Health System, Inc. ("MSHS") may be deemed to beneficially own the common stock held by ISMMS. MSHS disclaims beneficial ownership of such common stock.

Industry Context

This filing indicates an institutional investment in Monogram Technologies Inc. The specific industry context of Monogram Technologies Inc. is not detailed in this filing, but the investment by a medical institution suggests potential alignment with healthcare or technology sectors relevant to medical applications.

Comparison to Industry Standards

• This document is a standard beneficial ownership filing and does not provide financial results or operational data that can be compared to industry benchmarks or specific comparable companies/projects. The ownership percentage of 5.8% is significant enough to require disclosure under SEC rules.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional investor may be viewed positively, potentially increasing investor confidence.
• Management: Awareness of a new significant passive shareholder.

Key Dates

Recommendation

Keywords

Monogram Technologies Inc., Icahn School of Medicine at Mount Sinai, Mount Sinai Health System, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Passive Investment