SCHEDULE: PAVmed Inc. Shareholder Filing Reveals 8.6% Stake
Beneficial Ownership Filing
David S. Nagelberg and the David S. Nagelberg 2003 Revocable Trust have jointly filed a Schedule 13G, disclosing beneficial ownership of 8.6% of PAVmed Inc.'s common stock.
Summary
- David S. Nagelberg and the David S. Nagelberg 2003 Revocable Trust (collectively, the "Reporting Persons") have filed a Schedule 13G, indicating their beneficial ownership of PAVmed Inc. common stock.
- The Trust holds 461,539 shares, representing 7.2% of the outstanding common stock.
- David S. Nagelberg beneficially owns an additional 85,425 shares, bringing his total beneficial ownership to 546,964 shares, or 8.6% of the outstanding common stock.
- This ownership percentage is based on 6,383,089 shares of common stock outstanding as of March 27, 2026, as reported in PAVmed Inc.'s Form 10-K filed on the same date.
- The Reporting Persons have entered into a joint filing agreement.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership and does not contain operational or financial performance updates.
Positives
- Significant beneficial ownership stake of 8.6% by David S. Nagelberg and his trust, indicating substantial investor interest.
- Clear disclosure of ownership through a Schedule 13G filing, promoting transparency.
Future Outlook
This filing does not contain forward-looking statements or guidance. It is a disclosure of beneficial ownership.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are standard disclosures for significant beneficial ownership changes and do not inherently signal strategic shifts for PAVmed Inc. The filing primarily serves to inform the market about the holdings of David S. Nagelberg and his associated trust.
Stakeholder Impact
- Shareholders are informed of a significant beneficial owner's stake, which can influence market perception.
- The disclosure promotes transparency regarding ownership structure.
Key Dates
| Date | Description |
|---|---|
| 2003-07-02 | Date of the David S. Nagelberg 2003 Revocable Trust. |
| 2026-03-27 | Date of Event Which Requires Filing of this Statement (Schedule 13G filing date). |
| 2026-03-27 | Date of PAVmed Inc.'s annual report on Form 10-K. |
| 2026-04-08 | Date of signatures on the Schedule 13G and Joint Filing Agreement. |
Keywords
PAVmed Inc., Schedule 13G, Beneficial Ownership, David S. Nagelberg, Common Stock, SEC Filing, Shareholder
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