SCHEDULE: Nagelberg Boosts PAVmed Stake to 8.8%

David S. Nagelberg and the David S. Nagelberg 2003 Revocable Trust have increased their beneficial ownership of PAVmed Inc. common stock to 8.8% and 5.9% respectively.

Summary

• David S. Nagelberg and the David S. Nagelberg 2003 Revocable Trust (collectively, the 'Reporting Persons') have filed an amendment to their Schedule 13G.
• As of August 13, 2026, the Trust beneficially owns 474,542 shares of PAVmed Inc. Common Stock, representing 5.9% of the class.
• David S. Nagelberg beneficially owns an additional 225,236 shares and may be deemed to beneficially own the shares held by the Trust, bringing his total beneficial ownership to 699,778 shares, or 8.8% of the outstanding Common Stock.
• The total number of outstanding shares of Common Stock as of August 13, 2026, was 7,995,918, as reported in PAVmed Inc.'s Form 10-Q filed on the same date.
• The Reporting Persons have entered into a Joint Filing Agreement.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, reflecting a significant but not controlling stake in PAVmed Inc. The increase in beneficial ownership by David S. Nagelberg and the Trust indicates continued confidence or strategic interest.

Positives

• Increased beneficial ownership by David S. Nagelberg and the Trust indicates continued investment and potential confidence in PAVmed Inc.
• The filing clearly states the aggregate beneficial ownership percentages, providing transparency to the market.

Negatives

• The filing does not provide specific reasons for the increase in beneficial ownership, leaving the strategic intent open to interpretation.

Risks

• The filing does not explicitly mention any new risks. However, any investment carries inherent market risks.
• Concentration of ownership by a single reporting person could potentially influence corporate actions, though this filing does not suggest any such intent.

Future Outlook

This filing is an amendment to a Schedule 13G and does not contain forward-looking statements or specific future guidance from the company itself. The future outlook is dependent on PAVmed Inc.'s business operations and market conditions.

Management Comments

• The filing is signed by David Nagelberg as both an individual and as Trustee, indicating his direct control and oversight.
• The certification states that the securities were not acquired or held for the purpose of or with the effect of changing or influencing control of the issuer, other than in connection with a nomination under Rule 240.14a-11.

Industry Context

StockSavvy.ai notes that Schedule 13G filings typically report passive ownership stakes. An increase in such a stake by an individual and a related trust can signal growing conviction or a strategic accumulation of shares, though the absence of explicit commentary leaves the precise motivation for the increase unclear within the broader context of the medical technology sector.

Comparison to Industry Standards

• This filing is a regulatory disclosure specific to ownership thresholds and does not lend itself to direct comparison with industry financial performance benchmarks.
• The 8.8% ownership stake by David S. Nagelberg is a significant holding for an individual investor in the medical technology sector, but not necessarily indicative of control compared to institutional investors who may hold larger, more diversified portfolios.

Stakeholder Impact

• Shareholders: Increased ownership by a significant individual may be viewed positively, suggesting confidence, but the lack of specific strategy details limits definitive impact assessment.
• Management: The increased stake by Mr. Nagelberg could influence discussions regarding corporate strategy and governance, depending on his ongoing role and influence.

Next Steps

• The Reporting Persons will continue to file amendments to Schedule 13G as required by SEC regulations if their beneficial ownership changes.
• PAVmed Inc. will continue its business operations, and any future disclosures will be made through appropriate SEC filings.

Key Dates

Keywords

PAVmed Inc., Schedule 13G, Beneficial Ownership, Common Stock, David S. Nagelberg, Revocable Trust, SEC Filing, Amendment