Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lucid Diagnostics Inc.LUCD · Entity 6375 | President and COO | February 20, 2026 | February 24, 2026 |
| PAVmed Inc.PAVM · Entity 7317 | Chief Operating Officer | April 02, 2026 | April 03, 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 February 20, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 1,446,763 |
Reported balance
After 2026-02-20 transaction · row 1
1 source rowRow 1 · 2026-02-20 · Grant · Acquired 620,000 · Balance 1,446,763 F1: Represents restricted stock granted to the reporting person under the Issuer's 2018 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 2018 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.
PAVmed Inc.
Report date April 02, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 115,598 |
Reported balance
After 2026-04-02 transaction · row 1
1 source rowRow 1 · 2026-04-02 · Grant · Acquired 110,000 · Balance 115,598 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 3, 2026 20:44 UTC | PAVmed Inc. PAVM · Entity 7317 | GrantCommon Stock | 110,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-26-000142 · form4.xml · nonDerivative · entry 1 O'Neil Shaun · CIK 0001908075 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,598 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 |
| February 20, 2026 Filed Feb 24, 2026 23:29 UTC | Lucid Diagnostics Inc. LUCD · Entity 6375 | GrantCommon stock | 620,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-26-000060 · form4.xml · nonDerivative · entry 1 O'Neil Shaun · CIK 0001908075 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,446,763 F1 · shares: Represents restricted stock granted to the reporting person under the Issuer's 2018 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 |
| September 30, 2025 Filed Oct 2, 2025 20:08 UTC | PAVmed Inc. PAVM · Entity 7317 | GrantCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-25-000038 · form4.xml · nonDerivative · entry 1 O'Neil Shaun · CIK 0001908075 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,933 F1 · shares: Represents restricted stock granted to the reporting person under the issuer's Sixth Amended and Restated 2014 Long-Term Incentive Equity Plan with a single vesting date of May 20, 2028. 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 Sixth Amended and Restated 2014 Long-Term Incentive Equity Plan with a single vesting date of May 20, 2028. Such restricted stock is subject to forfeiture if the requisite service period is not completed. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 22:56 UTC | Lucid Diagnostics Inc. LUCD · Entity 6375 | GrantCommon stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-003236 · form4.xml · nonDerivative · entry 1 O'Neil Shaun · CIK 0001908075 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 826,763 F1 · shares: Represents restricted stock granted to the reporting person under the Issuer's 2018 Equity Plan with a single vesting date of May 20, 2028. Such restricted stock is subject to forfeiture if the requisite service period is not completed. F2 · balance_after: Includes 6,763 shares of Lucid common stock distributed by PAVmed on February 15, 2024 to Mr. O'Neil, representing his share of the shares of Lucid common stock distributed by PAVmed to its shareholders on a pro rata basis on such date. Read SEC document |
| May 07, 2024 Filed May 8, 2024 20:01 UTC | Lucid Diagnostics Inc. LUCD · Entity 6375 | GrantCommon stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-009639 · form4.xml · nonDerivative · entry 1 O'Neil Shaun · CIK 0001908075 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 526,763 F1 · shares: Represents restricted stock granted to the reporting person under the Issuer's 2018 Equity Plan with a single vesting date of May 20, 2026. Such restricted stock is subject to forfeiture if the requisite service period is not completed. F2 · balance_after: Includes 6,763 shares of Lucid common stock distributed by PAVmed on February 15, 2024 to Mr. O'Neil, representing his share of the shares of Lucid common stock distributed by PAVmed to its shareholders on a pro rata basis on such date. Read SEC document |
| May 04, 2022 Filed May 1, 2023 12:59 UTC | PAVmed Inc. PAVM · Entity 7317 | Tax withholdingCommon stock | 25,935 | $1.38 | $35,790.30 |
DisclosureSEC source: 0001062993-23-009738 · form4.xml · nonDerivative · entry 1 O'Neil Shaun · CIK 0001908075 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,469 F1 · kind: Payment of payroll withholding tax liability using a portion of securities received from the company. F2 · balance_after: Includes shares purchased pursuant to the company's Employee Stock Purchase Plan in transactions exempt from Section 16(a) reporting obligations. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 21:27 UTC | PAVmed Inc. PAVM · Entity 7317 | GrantEmployee stock option (right to buy) · Derivative | 300,000 | $0.00 Strike: $1.48 | $0.00 |
DisclosureSEC source: 0001062993-22-005565 · form4.xml · derivative · entry 2 O'Neil Shaun · CIK 0001908075 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common stock · 300,000 shares Expires 2032-02-22 F2 · derivative.exercise_date: The option vests in twelve quarterly installments, with the first twelfth vesting March 31, 2022. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 21:27 UTC | PAVmed Inc. PAVM · Entity 7317 | Tax withholdingCommon stock | 75,000 | $2.43 | $182,250.00 |
DisclosureSEC source: 0001062993-22-005565 · form4.xml · nonDerivative · entry 1 O'Neil Shaun · CIK 0001908075 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 F1 · shares: Disposal is in connection with the payment of payroll taxes. F1 · price: Disposal is in connection with the payment of payroll taxes. 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.