Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lucid Diagnostics Inc.LUCD · Entity 6375 | Chief Medical Officer | March 23, 2026 | April 24, 2026 |
| PAVmed Inc.PAVM · Entity 7317 | Chief Medical Officer | April 02, 2026 | April 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Lucid Diagnostics Inc.
Report date March 23, 2026 · Filed April 24, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 650,000 |
Reported balance
Holding disclosure · report date 2026-03-23 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 650,000 F1: Represents restricted stock granted to the reporting person under the Issuer's 2018 Equity Plan with the following grant and vesting schedule: 200,000 (awarded November 6, 2023) that has a single vest date of November 6, 2026; 150,000 (awarded February 20, 2025) that has a single vest date of May 20, 2028; 300,000 (awarded February 20, 2026) that has a single vest date of May 20, 2029. Such restricted stock are subject to forfeiture if the requisite service period is not completed. |
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.25 · Expires 2034-02-22 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-23 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance Not disclosed F2: One third of the option vested on December 31, 2024; the balance vests in eight equal quarterly installments, starting March 31, 2025 and ending on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock granted to the reporting person under the Issuer's 2018 Equity Plan with the following grant and vesting schedule: 200,000 (awarded November 6, 2023) that has a single vest date of November 6, 2026; 150,000 (awarded February 20, 2025) that has a single vest date of May 20, 2028; 300,000 (awarded February 20, 2026) that has a single vest date of May 20, 2029. Such restricted stock are subject to forfeiture if the requisite service period is not completed.
F2: One third of the option vested on December 31, 2024; the balance vests in eight equal quarterly installments, starting March 31, 2025 and ending on December 31, 2026.
PAVmed Inc.
Report date April 02, 2026 · Filed April 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,666 |
Reported balance
After 2026-04-02 transaction · row 1
1 source rowRow 1 · 2026-04-02 · Grant · Acquired 70,000 · Balance 71,666 F1: Represents restricted stock granted to the reporting person under the Issuer's Seventh Amended and Restated 2014 Long-Term Incentive Equity Plan with a single vesting date of May 20, 2029. Such restricted stock is subject to forfeiture if the requisite service period is not completed. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock granted to the reporting person under the Issuer's Seventh Amended and Restated 2014 Long-Term Incentive Equity Plan with a single vesting date of May 20, 2029. Such restricted stock is subject to forfeiture if the requisite service period is not completed.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 02, 2026 Filed Apr 13, 2026 20:10 UTC | PAVmed Inc. PAVM · Entity 7317 | GrantCommon Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-26-000191 · form4.xml · nonDerivative · entry 1 Lee Victoria Tou-ho · CIK 0002127557 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,666 F1 · shares: Represents restricted stock granted to the reporting person under the Issuer's Seventh Amended and Restated 2014 Long-Term Incentive Equity Plan with a single vesting date of May 20, 2029. Such restricted stock is subject to forfeiture if the requisite service period is not completed. F1 · price: Represents restricted stock granted to the reporting person under the Issuer's Seventh Amended and Restated 2014 Long-Term Incentive Equity Plan with a single vesting date of May 20, 2029. Such restricted stock is subject to forfeiture if the requisite service period is not completed. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.