PAVmed Inc. (PAVM) investor discloses 8.8% stake and trust holdings

Rhea-AI Filing Summary

PAVmed Inc. received an updated ownership report from David S. Nagelberg and the David S. Nagelberg 2003 Revocable Trust. As of August 13, 2026, the Trust beneficially owns 474,542 shares of PAVmed common stock, representing 5.9% of the outstanding shares.

Including additional shares held outside the Trust, Mr. Nagelberg beneficially owns 699,778 shares in total, or 8.8% of the company’s 7,995,918 shares outstanding as of that date. Both the Trust and Mr. Nagelberg report sole voting and dispositive power over their respective holdings, with no shared power.

Key Figures

Trust shares owned: 474,542 shares Nagelberg total ownership: 699,778 shares Trust ownership percentage: 5.9% +3 more

6 metrics

Trust shares owned 474,542 shares Shares of PAVmed common stock beneficially owned by the Trust as of August 13, 2026

Nagelberg total ownership 699,778 shares Total PAVmed shares beneficially owned by David S. Nagelberg as of August 13, 2026

Trust ownership percentage 5.9% Percentage of PAVmed outstanding common stock beneficially owned by the Trust

Nagelberg ownership percentage 8.8% Percentage of PAVmed outstanding common stock beneficially owned by David S. Nagelberg

Shares outstanding 7,995,918 shares PAVmed common stock outstanding as of August 13, 2026, per Form 10-Q

Additional non-trust shares 225,236 shares PAVmed shares beneficially owned by Mr. Nagelberg outside the Trust

Key Terms

beneficially owns, Sole Voting Power, Sole Dispositive Power, Schedule 13G, +1 more

5 terms

beneficially owns financial

"As of August 13, 2026, the Trust beneficially owns 474,542 shares of Common Stock."

Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.

Sole Voting Power financial

"5 | Sole Voting Power 699,778.00 6 | Shared Voting Power 0.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Sole Dispositive Power financial

"7 | Sole Dispositive Power 699,778.00 8 | Shared Dispositive Power 0.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Schedule 13G regulatory

"agreed to file the and all amendments thereto jointly in accordance with the provisions of Rule 13d-1(k) of the Act."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Joint Filing Agreement regulatory

"have entered into a Joint Filing Agreement, a copy of which is filed as Exhibit 99.1"

FAQ

What stake in PAVmed (PAVM) does David S. Nagelberg report in this Schedule 13G/A amendment?

As of August 13, 2026, David S. Nagelberg beneficially owns 699,778 shares of PAVmed common stock, representing 8.8% of the outstanding shares. This total includes shares held directly and through the David S. Nagelberg 2003 Revocable Trust.

How many PAVmed (PAVM) shares are held by the David S. Nagelberg 2003 Revocable Trust?

The David S. Nagelberg 2003 Revocable Trust beneficially owns 474,542 shares of PAVmed common stock, equal to 5.9% of the company. These trust-held shares are controlled by Mr. Nagelberg, who has sole voting and dispositive power over them.

What share count did PAVmed (PAVM) report outstanding for this ownership calculation?

The reported ownership percentages are based on 7,995,918 shares of PAVmed common stock outstanding as of August 13, 2026. This share count comes from the company’s quarterly report on Form 10-Q filed on that same date.

Does David S. Nagelberg share voting or dispositive power over his PAVmed (PAVM) holdings?

No. The filing states that Mr. Nagelberg has sole voting power over 699,778 shares and sole dispositive power over 699,778 shares, with 0 shares subject to shared voting or shared dispositive power for both him and the Trust.

How many PAVmed (PAVM) shares does David S. Nagelberg own outside the trust?

Beyond the trust’s holdings, Mr. Nagelberg beneficially owns an additional 225,236 shares of PAVmed common stock. Combined with the trust’s 474,542 shares, this results in his total beneficial ownership of 699,778 shares, or 8.8% of the company.

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

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Available on EDGAR 08/13/2026 - 07:22 PM Accepted by SEC EDGAR 08/13/2026 - 07:21 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

PAVmed Inc.

(Name of Issuer)

Common Stock, par value $0.001 per share

(Title of Class of Securities)

70387R502

(CUSIP Number)

06/30/2026

(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): 70387R502

1

Names of Reporting Persons

NAGELBERG DAVID S

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 699,778.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 699,778.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

699,778.00

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)

8.8 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

CUSIP Number(s): 70387R502

1

Names of Reporting Persons

David S. Nagelberg 2003 Revocable Trust Dtd. 07/02/03

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 474,542.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 474,542.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

474,542.00

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)

5.9 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Trust

SCHEDULE 13G

Item 1.
(a)	Name of issuer: PAVmed Inc.
(b)	Address of issuer's principal executive offices: 360 MADISON AVENUE, 360 MADISON AVENUE, NEW YORK, NEW YORK, 10017.
Item 2.
(a)	Name of person filing: This Amendment to Schedule 13G is filed by the David S. Nagelberg 2003 Revocable Trust Dtd. 07/02/03 ("Trust") and David Nagelberg ("Mr. Nagelberg," and together with the Trust, the "Reporting Persons"). Mr. Nagelberg controls the Trust. The Reporting Persons have entered into a Joint Filing Agreement, a copy of which is filed as Exhibit 99.1 to the initial Schedule 13G, pursuant to which such Reporting Persons have agreed to file the Schedule 13G and all amendments thereto jointly in accordance with the provisions of Rule 13d-1(k) of the Act. Any disclosures herein with respect to persons other than the Reporting Persons are made on information and belief after making inquiry to the appropriate party. The filing of this Schedule 13G should not be construed in and of itself as an admission by any Reporting Person as to beneficial ownership of the shares of Common Stock reported herein.
(b)	Address or principal business office or, if none, residence: The principal business address of each of the Reporting Persons is c/o Graubard Miller, 405 Lexington Avenue, 44th Floor, New York, New York 10174.
(c)	Citizenship: The Trust is a trust governed by the laws of Florida. Mr. Nagelberg is a citizen of the United States.
(d)	Title of class of securities: Common Stock, par value $0.001 per share
(e)	CUSIP No.: 70387R502
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: As of August 13, 2026, the Trust beneficially owns 474,542 shares of Common Stock. Mr. Nagelberg may be deemed to beneficially own the shares of Common Stock held by the Trust, because Mr. Nagelberg controls the Trust. As of August 13, 2026, Mr. Nagelberg beneficially owns an additional 225,236 shares of Common Stock.
(b)	Percent of class: As of August 13, 2026, the Trust beneficially owns 5.9% of the outstanding shares of Common Stock. As of August 13, 2026, Mr. Nagelberg beneficially owns 8.8% of the outstanding shares of Common Stock. The percentage of beneficial ownership is calculated based on 7,995,918 shares of Common Stock outstanding as of August 13, 2026, as set forth in the Company's quarterly report on Form 10-Q filed on August 13, 2026.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Trust: 474,542 shares Mr. Nagelberg: 699,778 shares
	(ii) Shared power to vote or to direct the vote: Trust: 0 shares Mr. Nagelberg: 0 shares
	(iii) Sole power to dispose or to direct the disposition of: Trust: 474,542 shares Mr. Nagelberg: 699,778 shares
	(iv) Shared power to dispose or to direct the disposition of: Trust: 0 shares Mr. Nagelberg: 0 shares
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.
	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.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

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.

NAGELBERG DAVID S

Signature:	/s/ David Nagelberg
Name/Title:	David Nagelberg
Date:	08/13/2026

David S. Nagelberg 2003 Revocable Trust Dtd. 07/02/03

Signature:	/s/ David Nagelberg
Name/Title:	David Nagelberg, Trustee
Date:	08/13/2026

Exhibit Information

99.1 Joint Filing Agreement (https://www.sec.gov/Archives/edgar/data/909440/000109489126000176/99_1_jointfilingagreement.txt).