PAVmed Schedule 13G: Nagelberg reports 8.6% stake

PAVmed Inc. reports Schedule 13G ownership disclosures by David S. Nagelberg and the David S. Nagelberg 2003 Revocable Trust.

Rhea-AI Filing Summary

PAVmed Inc. reports Schedule 13G ownership disclosures by David S. Nagelberg and the David S. Nagelberg 2003 Revocable Trust. The filing states the Trust beneficially owns 461,539 shares (7.2%) and Mr. Nagelberg beneficially owns 546,964 shares (8.6%), based on 6,383,089 shares outstanding as of March 27, 2026. The Trust holdings are controlled by Mr. Nagelberg; sole voting and dispositive power figures match the share counts. A Joint Filing Agreement is included as Exhibit 99.1.

Insights

Corporate Governance Analyst

Ownership disclosure shows a single individual controls a >5% stake via direct and trust holdings.

The filing documents combined beneficial ownership of 8.6% for Mr. Nagelberg and 7.2% for the Trust using the company’s stated outstanding share count as of March 27, 2026. This clarifies voting and dispositive authority: reported as sole power for the stated shares.

Watch for any future Schedule 13D or Form 4 filings that would indicate changes in intent, acquisition activity, or transactions affecting this ownership percentage.

Investor Relations Specialist

Disclosure is routine for >5% holders and improves transparency on concentration.

The report confirms the principal business address and includes a Joint Filing Agreement (Exhibit 99.1). The percentages are calculated from the company’s disclosed outstanding shares, which anchors the ownership math.

Subsequent filings would show any trading, conversions, or shifts in voting power; timing and cash‑flow treatment are not provided here.

Key Figures

Shares outstanding: 6,383,089 shares Nagelberg beneficial ownership: 546,964 shares Trust beneficial ownership: 461,539 shares +1 more

4 metrics

Shares outstanding 6,383,089 shares as of March 27, 2026

Nagelberg beneficial ownership 546,964 shares reported beneficial ownership (8.6%)

Trust beneficial ownership 461,539 shares Trust holdings (7.2%)

Filing date reference March 27, 2026 date used for outstanding share calculation

Key Terms

Schedule 13G, Beneficial ownership, Sole dispositive power, Joint Filing Agreement

4 terms

Schedule 13G regulatory

"This is filed by the David S. Nagelberg 2003 Revocable Trust Dtd. 07/02/03"

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.

Beneficial ownership financial

"Amount beneficially owned: The Trust beneficially owns 461,539 shares"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: Trust: 461,539 shares"

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.

Joint Filing Agreement legal

"The Reporting Persons have entered into a Joint Filing Agreement"

FAQ

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

Who filed the Schedule 13G for PAVmed (PAVM)?

The filing was submitted jointly by the David S. Nagelberg 2003 Revocable Trust and David Nagelberg. The Joint Filing Agreement is included as Exhibit 99.1 and Mr. Nagelberg controls the Trust.

How many PAVmed shares does the Trust beneficially own?

The Trust beneficially owns 461,539 shares of Common Stock. That is reported as 7.2% of the outstanding shares based on 6,383,089 shares as of March 27, 2026.

What total ownership does David Nagelberg report in PAVmed?

Mr. Nagelberg is reported as beneficial owner of 546,964 shares, representing 8.6% of common stock outstanding as of March 27, 2026, including shares held by the Trust he controls.

What voting and dispositive powers are reported?

The filing reports sole voting power and sole dispositive power equal to the stated share counts: Trust 461,539 and Mr. Nagelberg 546,964. No shared voting or dispositive power is reported.

What share count did PAVmed use to calculate percentages?

Percentages are calculated using 6,383,089 shares outstanding as of March 27, 2026, per the company’s annual report on Form 10-K filed the same date.

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

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Accepted by SEC EDGAR 04/08/2026 - 08:40 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

PAVmed Inc.

(Name of Issuer)

Common Stock, par value $0.001 per share

(Title of Class of Securities)

70387R502

(CUSIP Number)

03/27/2026

(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 546,964.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 546,964.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

546,964.00

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)

8.6 %

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 461,539.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 461,539.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

461,539.00

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)

7.2 %

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, 25TH FLOOR, NEW YORK, NEW YORK, 10017.
Item 2.
(a)	Name of person filing: This 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 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 Number(s): 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: The Trust beneficially owns 461,539 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. Mr. Nagelberg beneficially owns an additional 85,425 shares of Common Stock.
(b)	Percent of class: The Trust beneficially owns 7.2% of the outstanding shares of Common Stock. Mr. Nagelberg beneficially owns 8.6% of the outstanding shares of Common Stock. The percentage of beneficial ownership is calculated based on 6,383,089 shares of Common Stock outstanding as of March 27, 2026, as set forth in the Company's annual report on Form 10-K filed on March 27, 2026.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Trust: 461,539 shares Mr. Nagelberg: 546,964 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: 461,539 shares Mr. Nagelberg: 546,964 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:	04/08/2026

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

Signature:	/s/ David Nagelberg
Name/Title:	David Nagelberg, Trustee
Date:	04/08/2026

Exhibit Information

99.1 Joint Filing Agreement (filed herewith).