Iradimed 13G/A: Family trusts report 34.8% stake

Iradimed Corporation Amendment No. 3 to a Schedule 13G/A discloses beneficial ownership positions held by Roger E. Susi and related trusts.

Rhea-AI Filing Summary

Iradimed Corporation Amendment No. 3 to a Schedule 13G/A discloses beneficial ownership positions held by Roger E. Susi and related trusts. The filing reports 4,450,450 shares beneficially owned in aggregate, equal to 34.8% of common stock based on April 30, 2026 outstanding shares.

The disclosure breaks ownership into: 162,950 shares held by the Roger E. Susi Revocable Trust, 2,062,500 shares held by the Matthew Susi 2008 Dynasty Trust, and 2,225,000 shares held by the Phillip Susi 2008 Dynasty Trust. It reports voting and dispositive power allocations and identifies trustees and settlor relationships.

Insights

Corporate Governance Specialist

Family trusts control a material minority stake with combined voting influence.

The filing shows a combined beneficial position of 4,450,450 shares, or 34.8%, calculated on April 30, 2026. Reported allocations list sole voting/dispositive power for the settlor's revocable trust and sole powers for two dynasty trusts; a separate trustee holds shared power for the dynasty trusts.

These ownership and voting allocations matter for board influence and proxy outcomes. Subsequent filings or any sales by these holders would change the ownership profile recorded here.

Securities Filings Analyst

Amendment clarifies beneficial ownership and power-of-vote breakdowns across related trusts.

The statement references 12,783,035 shares outstanding as of April 30, 2026 as the base for percentage calculations. It identifies the settlor and trustee roles for each trust and quantifies sole versus shared voting and dispositive powers by reporting person.

Filing mechanics: this is an amended Schedule 13G/A under passive/beneficial ownership reporting rules; any change in voting or disposition would require further amendment.

Key Figures

Aggregate beneficially owned: 4,450,450 shares Ownership percentage: 34.8% Shares outstanding used: 12,783,035 shares +4 more

7 metrics

Aggregate beneficially owned 4,450,450 shares aggregate of RT, MT, PT holdings

Ownership percentage <percent>34.8%</percent> calculated on <date>April 30, 2026</date>

Shares outstanding used 12,783,035 shares outstanding as of <date>April 30, 2026</date> per Form 10-Q

RT shares 162,950 shares Roger E. Susi Revocable Trust holding

MT shares 2,062,500 shares Matthew Susi 2008 Dynasty Trust holding

PT shares 2,225,000 shares Phillip Susi 2008 Dynasty Trust holding

Shared voting power reported 4,287,500 shares shared voting/dispositive power attributed to J. Richard Susi

Key Terms

Beneficial owner, Settlor, SCHEDULE 13G/A, Sole/Shared Dispositive Power

4 terms

Beneficial owner regulatory

"Rows 5-11 list amounts beneficially owned by each Reporting Person"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

Settlor legal

"Roger E. Susi is the settlor and trustee of RT and settlor of MT and PT"

SCHEDULE 13G/A regulatory

"Amendment No. 3 to SCHEDULE 13G/A discloses beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Sole/Shared Dispositive Power regulatory

"Rows 7 and 8 report sole and shared dispositive powers for each holder"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What percentage of IRMD does Roger E. Susi and related trusts own?

They report beneficial ownership of 4,450,450 shares, equal to 34.8%. This percentage is calculated using 12,783,035 shares outstanding as of April 30, 2026, per the company's Form 10-Q referenced in the filing.

How are voting and dispositive powers allocated among the Susi reporting persons?

The filing shows the Revocable Trust holds 162,950 sole voting and dispositive shares, while the two dynasty trusts hold sole voting/dispositive power over 2,062,500 and 2,225,000 shares respectively. Shared voting power of 4,287,500 is reported for one trustee.

Which entities are identified as trustees or settlors in the Schedule 13G/A?

The filing names Roger E. Susi as settlor (and trustee for the revocable trust) and identifies J. Richard Susi as trustee of the two dynasty trusts. Each trust is described with its role and limited substitution rights where applicable.

On what date are the outstanding shares used to calculate the percentages?

Percentages are calculated based on 12,783,035 shares outstanding as of April 30, 2026. That figure is cited from the Issuer's Quarterly Report on Form 10-Q filed on May 1, 2026, which the Schedule references for its calculations.

Does the filing indicate any transfer or sale of shares?

No transfer or sale is reported in this amendment; it updates beneficial ownership figures. The filing lists current share counts and voting/dispositive powers but does not describe transactions or dispositions in the provided excerpt.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 05:16 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

IRADIMED CORPORATION

(Name of Issuer)

Common Stock, par value $0.0001 per share

(Title of Class of Securities)

46266A109

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 46266A109

1

Names of Reporting Persons

Roger E. Susi

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 162,950.00
6	Shared Voting Power 4,287,500.00
7	Sole Dispositive Power 162,950.00
8	Shared Dispositive Power 4,287,500.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,450,450.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

34.8 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: Rows 5 and 7 represent 162,950 shares of common stock (the "RT Shares"), par value $0.0001 per share ("Common Stock"), of Iradimed Corporation (the "Issuer") held by the Roger E. Susi Revocable Trust ("RT"). Roger E. Susi is the settlor and trustee of RT. Row 6 and 8 represent 2,062,500 shares of Common Stock (the "MT Shares") held by the Matthew Susi 2008 Dynasty Trust ("MT") and 2,225,000 shares of Common Stock (the "PT Shares") held by the Phillip Susi 2008 Dynasty Trust ("PT"). Roger E. Susi is the settlor for each of MT and PT, which are irrevocable, but for which Roger Susi holds rights as the settlor to substitute the assets of MT and PT in certain circumstances. J. Richard Susi, the brother of Roger Susi, is the trustee for each of MT and PT. Row 9 represents (i) the RT Shares plus (ii) the MT Shares plus (iii) the PT Shares. Row 11 percentage is calculated based upon 12,783,035 shares of Common Stock outstanding of the Issuer as of April 30, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 1, 2026 (the "Form10-Q").

SCHEDULE 13G

CUSIP Number(s): 46266A109

1

Names of Reporting Persons

Roger E. Susi Revocable Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

FLORIDA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 162,950.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 162,950.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

162,950.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

1.3 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Rows 5, 7, and 9 represent the RT Shares. Roger E. Susi is the settlor and trustee of RT. Row 11 percentage is calculated based upon 12,783,035 shares of Common Stock outstanding of the Issuer as of April 30, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 1, 2026 (the "Form10-Q").

SCHEDULE 13G

CUSIP Number(s): 46266A109

1

Names of Reporting Persons

Matthew Susi 2008 Dynasty Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

FLORIDA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,062,500.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,062,500.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,062,500.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

16.1 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Rows 5, 7, and 9 represent the MT Shares. Roger E. Susi is the settlor of MT which is irrevocable, but for which Roger Susi has rights as the settlor to substitute the assets of MT in certain circumstances. J. Richard Susi, the brother of Roger Susi, is the trustee of MT. Row 11 percentage is calculated based upon 12,783,035 shares of Common Stock outstanding of the Issuer as of April 30, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 1, 2026 (the "Form10-Q").

SCHEDULE 13G

CUSIP Number(s): 46266A109

1

Names of Reporting Persons

Phillip Susi 2008 Dynasty Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

FLORIDA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,225,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,225,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,225,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

17.4 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Rows 5, 7, and 9 represent the PT Shares. Roger E. Susi is the settlor of PT which is irrevocable, but for which Roger Susi has rights as the settlor to substitute the assets of PT in certain circumstances. J. Richard Susi, the brother of Roger Susi, is the trustee of PT. Row 11 percentage is calculated based upon 12,783,035 shares of Common Stock outstanding of the Issuer as of April 30, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 1, 2026 (the "Form10-Q").

SCHEDULE 13G

CUSIP Number(s): 46266A109

1

Names of Reporting Persons

J. Richard Susi

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 4,287,500.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,287,500.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,287,500.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

33.5 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: Row 6, 8, and 9 represent (i) the MT Shares plus (ii) the PT Shares. Row 11 percentage is calculated based upon 12,783,035 shares of Common Stock outstanding of the Issuer as of April 30, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 1, 2026 (the "Form10-Q").

SCHEDULE 13G

Item 1.
(a)	Name of issuer: IRADIMED CORPORATION
(b)	Address of issuer's principal executive offices: 12705 Ingenuity Drive, Orlando, Florida, 32826
Item 2.
(a)	Name of person filing: Each of the folowing is hereinafter individually referred to as a "Reporting Person" and collectively as the "Reporting Persons". This statement is filed on behalf of: (i) Roger E. Susi (ii) Roger E. Susi Revocable Trust ("RT") (iii) Matthew Susi 2008 Dynasty Trust ("MT") (iv) Phillip Susi 2008 Dynasty Trust ("PT") (v) J. Richard Susi
(b)	Address or principal business office or, if none, residence: Each Reporting Person's address is c/o Iradimed Corporation, 12705 Ingenuity Drive, Orlando, Florida 32826
(c)	Citizenship: Each of Messrs. Roger E. Susi and J. Richard Susi is a citizen of the United States of America. RT is a Florida Trust. MT is a Florida Trust. PT is a Florida Trust.
(d)	Title of class of securities: Common Stock, par value $0.0001 per share
(e)	CUSIP No.: 46266A109
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: The information required by Items 4(a)-(c) with respect to each Reporting Person is set forth in Rows 5-11 of the applicable cover page hereto, and is incorporated herein by reference.
(b)	Percent of class: Each of the Reporting Persons may be deemed to be the beneficial owner of the percentage of shares of Common Stock listed on such Reporting Person's cover page, calculated under Rule 13d-3 of the Securities Exchange Act of 1934, as amended. Calculations are based on 12,783,035 shares of Common Stock outstanding as of April 30, 2026, as set forth in the Issuer's Quarterly Report for the quarterly period ended March 31, 2026 filed with the U.S. Securities Exchange Commission on May 1, 2026.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See the information set forth in Row 5 on each cover page.
	(ii) Shared power to vote or to direct the vote: See the information set forth in Row 6 on each cover page.
	(iii) Sole power to dispose or to direct the disposition of: See the information set forth in Row 7 on each cover page.
	(iv) Shared power to dispose or to direct the disposition of: See the information set forth in Row 8 on each cover page.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. Not Applicable
Item 9.	Notice of Dissolution of Group.
	Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5. Not Applicable

Item 10.	Certifications:
	Not Applicable

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Roger E. Susi

Signature:	/s/ Roger E. Susi
Name/Title:	Roger E. Susi
Date:	05/14/2026

Roger E. Susi Revocable Trust

Signature:	/s/ Roger E. Susi
Name/Title:	Roger E. Susi
Date:	05/14/2026

Matthew Susi 2008 Dynasty Trust

Signature:	/s/ J. Richard Susi
Name/Title:	J. Richard Susi
Date:	05/14/2026

Phillip Susi 2008 Dynasty Trust

Signature:	/s/ J. Richard Susi
Name/Title:	J. Richard Susi
Date:	05/14/2026

J. Richard Susi

Signature:	/s/ J. Richard Susi
Name/Title:	J. Richard Susi
Date:	05/14/2026