Lucid Diagnostics Inc. (LUCD)
New York City, NY, US
Lucid Diagnostics Inc. is a commercial-stage medical technology firm focused on diagnostic solutions. The company's primary objective is to serve patients afflicted with gastroesophageal reflux disease (GERD), commonly referred to as chronic heartburn or acid reflux, especially those at increased risk of developing precancerous esophageal conditions or the particularly aggressive esophageal adenocarcinoma. Their key product offerings include EsoGuard, an internally developed esophageal DNA test, and EsoCheck, a specialized device designed for collecting esophageal cells. Formed in 2018, Lucid Diagnostics Inc. has its headquarters in New York, New York, and operates as a subsidiary of PAVmed Inc.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.92% | -3.77% | -20.31% | -23.31% | -4.67% | -6.42% | -14.29% | -31.54% | -91.33% | -91.33% | -91.33% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 6 |
2.77
+162.6%
|
-
Revenue growth Medical - Devices: +11.2%+8.3% Q1'26: +151,590.8% (vs Q1'25)
-
EPS growth Medical - Devices: +28.5%+34.3% ★ Q1'26: +67.3% (vs Q1'25)
-
FCF margin FCF growth · Medical - Devices: +30.9%-1,100.6% Q1'26: -963.5% (vs Q1'25)
-
EBIT margin Medical - Devices: +6.2%-1,054.8% Q1'26: +0.0% (vs Q1'25)
-
ROIC Medical - Devices: +3.3%— Q1'26: +0.0% (vs Q1'25)
-
Share dilution Medical - Devices: 0.0%+101.8% Q1'26: +103.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×-529.45× Q1'26: -0.55× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
500.0K
est: 500.0K (+0.0%)
|
377.0K
est: 577.2K (-34.7%)
|
2.43M
est: 2.98M (-18.6%)
|
4.35M
est: 4.57M (-4.9%)
|
4.71M
est: 4.56M (+3.1%)
|
9.94M
8.14M – 13.22M
+117.8% YoY
|
22.92M
18.77M – 30.48M
+130.6% YoY
|
28.70M
23.50M – 38.16M
+25.2% YoY
|
42.00M
34.39M – 55.85M
+46.3% YoY
|
58.80M
48.14M – 78.19M
+40.0% YoY
|
| EBITDA |
-27.42M
est: -300.0K (-9,038.3%)
|
-54.24M
est: -346.3K (-15,561.5%)
|
-49.75M
est: -2.39M (-1,979.4%)
|
-44.34M
est: -4.57M (-870.3%)
|
-48.77M
est: -4.56M (-968.6%)
|
-9.94M
-13.22M – -8.14M
-117.8% YoY
|
-22.92M
-30.48M – -18.77M
-130.6% YoY
|
-28.70M
-38.16M – -23.50M
-25.2% YoY
|
-42.00M
-55.85M – -34.39M
-46.3% YoY
|
-58.80M
-78.19M – -48.14M
-40.0% YoY
|
| EBIT |
-27.42M
est: -300.0K (-9,039.7%)
|
-56.17M
est: -346.3K (-16,120.5%)
|
-52.25M
est: -2.39M (-2,083.7%)
|
-45.50M
est: -4.57M (-895.9%)
|
-49.64M
est: -4.56M (-987.7%)
|
-9.94M
-13.22M – -8.14M
-117.8% YoY
|
-22.92M
-30.48M – -18.77M
-130.6% YoY
|
-28.70M
-38.16M – -23.50M
-25.2% YoY
|
-42.00M
-55.85M – -34.39M
-46.3% YoY
|
-58.80M
-78.19M – -48.14M
-40.0% YoY
|
| Net Income |
-28.08M
est: -61.36M (+54.2%)
|
-56.17M
est: -61.50M (+8.7%)
|
-52.67M
est: -140.21M (+62.4%)
|
-45.53M
est: -70.94M (+35.8%)
|
-58.01M
est: -70.57M (+17.8%)
|
-25.71M
-33.50M – -17.92M
+63.6% YoY
|
-20.12M
-26.22M – -14.03M
+21.7% YoY
|
-17.89M
-23.30M – -12.47M
+11.1% YoY
|
-13.25M
-18.93M – -10.13M
+25.9% YoY
|
-9.18M
-13.11M – -7.01M
+30.8% YoY
|
| SGA |
18.04M
est: 858.33M (-97.9%)
|
39.82M
est: 990.79M (-96.0%)
|
35.66M
est: 5.13B (-99.3%)
|
36.62B
est: 15.92B (+130.1%)
|
41.58B
est: 15.90B (+161.5%)
|
34.63B
28.35B – 46.05B
+117.8% YoY
|
79.85B
65.37B – 106.17B
+130.6% YoY
|
99.97B
81.85B – 132.94B
+25.2% YoY
|
146.30B
119.79B – 194.55B
+46.3% YoY
|
204.83B
167.70B – 272.36B
+40.0% YoY
|
| EPS |
-0.78
est: -1.21 (+35.8%)
|
-1.55
est: -1.22 (-27.3%)
|
-1.26
est: -1.27 (+1.2%)
|
-1.05
est: -0.91 (-15.4%)
|
-0.69
est: -0.58 (-20.0%)
|
-0.23
-0.33 – -0.18
+60.0% YoY
|
-0.18
-0.26 – -0.14
+21.7% YoY
|
-0.16
-0.23 – -0.12
+11.1% YoY
|
-0.13
-0.19 – -0.10
+18.8% YoY
|
-0.09
-0.13 – -0.07
+30.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-12 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PAVmed, Inc. | 27.93M | 75.50% | 27.93M | — | 27.93M | — | CO | — | 2021-10-27 | ↗ |
| 2 | Capital LLC | 1.16M | 9.90% | 1.16M | — | 1.16M | — | IA | Delaware | 2024-02-14 | ↗ |
| 3 | Khatri | 1.16M | 9.90% | 1.16M | — | 1.16M | — | IN | States | 2024-02-14 | ↗ |
| 4 | Opportunity Master Fund, SPC – Segregated Master Portfolio B | 1.16M | 9.90% | 1.16M | — | 1.16M | — | CO | Islands | 2024-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4.97M +444.6K (+9.8%) | 5.42M +846.5K (+18.5%) | 4.59% +0.023 pp | 0.00% +0.000 pp | USD1.37 -20.4% | 17 qtrs — |
| 2 | BLACKROCK, INC. | 4.31M +643.3K (+17.5%) | 4.70M +994.8K (+26.8%) | 3.99% +0.280 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 6 qtrs — |
| 3 | MASTERS CAPITAL MANAGEMENT LLC | 4.00M +727.0 (+0.0%) | 4.36M +320.7K (+7.9%) | 3.70% -0.342 pp | 0.18% +0.032 pp | USD1.34 -18.7% | 4 qtrs — |
| 4 | ABRDN PLC | 3.46M +957.9K (+38.3%) | 3.77M +1.2M (+49.3%) | 3.20% +0.671 pp | 0.01% +0.002 pp | USD1.03 +5.8% | 2 qtrs — |
| 5 | TWO SEAS CAPITAL LP | 3.00M +— (+0.0%) | 3.27M +240.0K (+7.9%) | 2.77% -0.257 pp | 0.07% +0.019 pp | USD1.01 +7.9% | 2 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.03M +352.7K (+21.1%) | 2.21M +518.3K (+30.7%) | 1.87% +0.182 pp | 0.00% +0.000 pp | USD1.18 -7.6% | 17 qtrs — |
| 7 | STATE STREET CORP | 1.35M +335.2K (+32.9%) | 1.47M +446.8K (+43.5%) | 1.25% +0.223 pp | 0.00% +0.000 pp | USD1.12 -2.7% | 17 qtrs — |
| 8 | PERKINS CAPITAL MANAGEMENT INC | 1.13M -1.0K (-0.1%) | 1.23M +89.1K (+7.8%) | 1.04% -0.098 pp | 0.97% -0.029 pp | USD1.01 +7.9% | 2 qtrs — |
| 9 | WELLS FARGO & COMPANY/MN | 919.5K +205.2K (+28.7%) | 1.00M +280.8K (+38.9%) | 0.85% +0.128 pp | 0.00% +0.000 pp | USD1.06 +2.8% | 13 qtrs — |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 826.5K +532.9K (+181.5%) | 900.9K +604.3K (+203.8%) | 0.76% +0.467 pp | 0.00% +0.001 pp | USD1.20 -9.2% | 4 qtrs — |
| 11 | NORTHERN TRUST CORP | 637.0K +133.3K (+26.5%) | 694.3K +185.6K (+36.5%) | 0.59% +0.080 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 8 qtrs — |
| 12 | SUNBELT SECURITIES, INC. | 384.0K +— (+0.0%) | 418.6K +30.7K (+7.9%) | 0.36% -0.033 pp | 0.03% +0.001 pp | USD1.08 +0.9% | 5 qtrs — |
| 13 | LUMINUS MANAGEMENT LLC | 371.0K -541.8K (-59.4%) | 404.4K -517.6K (-56.1%) | 0.34% -0.579 pp | 0.35% -0.475 pp | USD2.18 -50.0% | 17 qtrs — |
| 14 | JANE STREET GROUP, LLC | 362.6K +333.0K (+1,123.4%) | 395.3K +365.3K (+1,220.3%) | 0.34% +0.305 pp | 0.00% +0.000 pp | USD1.08 +0.9% | 2 qtrs — |
| 15 | LIDO ADVISORS, LLC | 383.1K +— (+0.0%) | 386.9K +— (+0.0%) | 0.35% -0.033 pp | 0.00% 0.000 pp | USD1.24 -12.1% | 7 qtrs — |
| 16 | SQUAREPOINT OPS LLC | 342.9K +325.5K (+1,871.7%) | 373.7K +356.2K (+2,027.9%) | 0.32% +0.299 pp | 0.00% +0.000 pp | USD1.10 -0.9% | 4 qtrs — |
| 17 | FIRST MANHATTAN CO. LLC. | 323.5K +— (+0.0%) | 352.6K +25.9K (+7.9%) | 0.30% -0.028 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 7 qtrs — |
| 18 | UBS GROUP AG | 309.5K +164.3K (+113.1%) | 337.3K +190.7K (+130.0%) | 0.29% +0.139 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 6 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 289.3K -270.9K (-48.4%) | 315.3K -250.4K (-44.3%) | 0.27% -0.299 pp | 0.00% +0.000 pp | USD1.06 +2.8% | 5 qtrs — |
| 20 | XTX TOPCO LTD | 225.5K +225.5K (+100.0%) | 245.8K +245.8K (+100.0%) | 0.21% +0.208 pp | 0.01% +0.007 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 224.9K +50.1K (+28.6%) | 245.2K +68.5K (+38.8%) | 0.21% +0.031 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 3 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 202.8K -3.1K (-1.5%) | 221.1K +13.1K (+6.3%) | 0.19% -0.021 pp | 0.00% +0.000 pp | USD1.12 -2.7% | 3 qtrs — |
| 23 | XML FINANCIAL, LLC | 178.8K +— (+0.0%) | 194.9K +14.3K (+7.9%) | 0.17% -0.015 pp | 0.02% +0.001 pp | USD1.49 -26.8% | 4 qtrs — |
| 24 | MILLENNIUM MANAGEMENT LLC | 153.9K +153.9K (+100.0%) | 167.8K +167.8K (+100.0%) | 0.14% +0.142 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 25 | LPL FINANCIAL LLC | 141.4K +212.0 (+0.2%) | 154.1K +11.5K (+8.1%) | 0.13% -0.012 pp | 0.00% +0.000 pp | USD1.08 +0.9% | 15 qtrs — |
| 26 | BARCLAYS PLC | 141.2K +40.9K (+40.8%) | 153.9K +52.6K (+51.9%) | 0.13% +0.029 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 4 qtrs — |
| 27 | MORGAN STANLEY | 102.6K +4.9K (+5.0%) | 111.8K +13.2K (+13.3%) | 0.09% -0.004 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 17 qtrs — |
| 28 | NANTAHALA CAPITAL MANAGEMENT, LLC | 94.5K +— (+0.0%) | 103.1K +7.6K (+7.9%) | 0.09% -0.008 pp | 0.00% +0.000 pp | USD5.37 -79.7% | 17 qtrs — |
| 29 | NUVEEN, LLC | 90.2K +— (+0.0%) | 98.4K +7.2K (+7.9%) | 0.08% -0.008 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 3 qtrs — |
| 30 | AQR CAPITAL MANAGEMENT LLC | 81.6K +865.0 (+1.1%) | 88.9K +7.4K (+9.1%) | 0.08% -0.006 pp | 0.00% +0.000 pp | USD1.01 +7.9% | 2 qtrs — |
| 31 | DEUTSCHE BANK AG\ | 80.4K +80.4K (+100.0%) | 87.6K +87.6K (+100.0%) | 0.07% +0.074 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 3 qtrs — |
| 32 | BANK OF MONTREAL /CAN/ | 14.2K +— (+0.0%) | 87.2K +72.8K (+506.0%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD1.01 +7.9% | 2 qtrs — |
| 33 | BANK OF AMERICA CORP /DE/ | 70.3K +29.7K (+72.9%) | 76.6K +35.6K (+86.6%) | 0.07% +0.024 pp | 0.00% +0.000 pp | USD1.24 -12.1% | 10 qtrs — |
| 34 | NEW YORK STATE COMMON RETIREMENT FUND | 58.7K +— (+0.0%) | 64.0K +4.7K (+7.9%) | 0.05% -0.005 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 3 qtrs — |
| 35 | CITADEL ADVISORS LLC | 56.2K +56.2K (+100.0%) | 61.3K +61.3K (+100.0%) | 0.05% +0.052 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 36 | SARGENT INVESTMENT GROUP, LLC | 54.0K +— (+0.0%) | 58.9K +4.3K (+7.9%) | 0.05% -0.005 pp | 0.01% 0.000 pp | USD0.88 +23.9% | 5 qtrs — |
| 37 | RHUMBLINE ADVISERS | 52.5K -13.6K (-20.6%) | 57.2K -9.6K (-14.3%) | 0.05% -0.018 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 3 qtrs — |
| 38 | MML INVESTORS SERVICES, LLC | 50.0K +— (+0.0%) | 54.5K +4.0K (+7.9%) | 0.05% -0.004 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 3 qtrs — |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 41.9K +10.0K (+31.4%) | 45.6K +13.4K (+41.8%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 3 qtrs — |
| 40 | JPMORGAN CHASE & CO | 41.5K +5.4K (+15.0%) | 45.2K +8.8K (+24.1%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD1.13 -3.5% | 10 qtrs — |
| 41 | INVESCO LTD. | 37.9K +592.0 (+1.6%) | 41.4K +3.6K (+9.6%) | 0.04% -0.003 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 3 qtrs — |
| 42 | PRICE T ROWE ASSOCIATES INC /MD/ | 35.1K +— (+0.0%) | 39.0K +3.0K (+8.3%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 3 qtrs — |
| 43 | INTECH INVESTMENT MANAGEMENT LLC | 34.0K +3.9K (+12.9%) | 37.0K +6.6K (+21.9%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 3 qtrs — |
| 44 | FMR LLC | 31.0K +30.7K (+10,117.2%) | 33.7K +33.4K (+10,927.5%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 4 qtrs — |
| 45 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 30.7K +— (+0.0%) | 33.5K +2.5K (+7.9%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD1.01 +7.9% | 2 qtrs — |
| 46 | ABEL HALL, LLC | 30.6K +30.6K (+100.0%) | 33.4K +33.4K (+100.0%) | 0.03% +0.028 pp | 0.01% +0.008 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 47 | TRAPHAGEN INVESTMENT ADVISORS LLC | 29.3K +— (+0.0%) | 31.9K +2.3K (+7.9%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 3 qtrs — |
| 48 | AMERICANA PARTNERS, LLC | 26.4K +— (+0.0%) | 28.8K +2.1K (+7.9%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD0.82 +32.9% | 5 qtrs — |
| 49 | BNP PARIBAS ARBITRAGE, SNC | 22.9K +9.0K (+64.7%) | 24.9K +10.9K (+77.7%) | 0.02% +0.007 pp | 0.00% +0.000 pp | USD1.08 +0.9% | 3 qtrs — |
| 50 | ALLIANCEBERNSTEIN L.P. | 22.2K +— (+0.0%) | 24.2K +1.8K (+7.9%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 3 qtrs — |
| 51 | SCRATCH CAPITAL LLC | 21.0K +— (+0.0%) | 22.9K +1.7K (+7.9%) | 0.02% -0.002 pp | 0.02% +0.001 pp | USD0.90 +21.1% | 5 qtrs — |
| 52 | SPROTT INC. | 20.0K -5.0K (-20.0%) | 21.8K -3.5K (-13.7%) | 0.02% -0.007 pp | 0.00% 0.000 pp | USD1.01 +7.9% | 2 qtrs — |
| 53 | PINE VALLEY INVESTMENTS LTD LIABILITY CO | 19.8K -300.0 (-1.5%) | 21.6K +1.3K (+6.3%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD1.28 -14.8% | 4 qtrs — |
| 54 | GABELLI FUNDS LLC | 19.5K +19.5K (+100.0%) | 21.3K +21.3K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 55 | R SQUARED LTD | 18.4K +18.4K (+100.0%) | 20.1K +20.1K (+100.0%) | 0.02% +0.017 pp | 0.01% +0.009 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 56 | ADVISOR GROUP HOLDINGS, INC. | 17.4K +— (+0.0%) | 19.0K -2.2K (-10.4%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 15 qtrs — |
| 57 | PROSHARE ADVISORS LLC | 16.5K +4.3K (+35.6%) | 18.0K +5.7K (+46.3%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD1.13 -3.5% | 3 qtrs — |
| 58 | QUADRATURE CAPITAL LTD | 15.8K +15.8K (+100.0%) | 17.2K +17.2K (+100.0%) | 0.01% +0.015 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 3 qtrs — |
| 59 | CREATIVE FINANCIAL DESIGNS INC /ADV | 15.0K +— (+0.0%) | 16.4K +1.2K (+7.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 3 qtrs — |
| 60 | PATHSTONE HOLDINGS, LLC | 15.0K +15.0K (+100.0%) | 16.3K +16.3K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 61 | ACCORDANT ADVISORY GROUP INC | 14.3K +9.8K (+217.8%) | 15.6K +11.0K (+242.9%) | 0.01% +0.009 pp | 0.01% +0.008 pp | USD1.06 +2.8% | 2 qtrs — |
| 62 | MARINER, LLC | 13.9K +13.9K (+100.0%) | 15.1K +15.1K (+100.0%) | 0.01% +0.013 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 63 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 13.0K +— (+0.0%) | 14.2K +1.0K (+7.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD1.49 -26.8% | 4 qtrs — |
| 64 | CREATIVE PLANNING | 11.9K -4.0 (0.0%) | 12.9K +945.0 (+7.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD0.82 +32.9% | 5 qtrs — |
| 65 | TWO SIGMA SECURITIES, LLC | 11.6K +11.6K (+100.0%) | 12.6K +12.6K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.002 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 66 | VICTORY CAPITAL MANAGEMENT INC | 10.8K +10.8K (+100.0%) | 11.8K +11.8K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 67 | JUMP FINANCIAL, LLC | 10.7K -6.4K (-37.4%) | 11.7K -5.6K (-32.5%) | 0.01% -0.007 pp | 0.00% 0.000 pp | USD1.01 +7.9% | 2 qtrs — |
| 68 | RUSSELL INVESTMENTS GROUP, LTD. | 10.1K +2.2K (+27.8%) | 11.0K +3.0K (+37.9%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD1.03 +5.8% | 2 qtrs — |
| 69 | ROYAL BANK OF CANADA | 10.3K +5.2K (+103.0%) | 11.0K +6.0K (+120.0%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD1.08 +0.9% | 3 qtrs — |
| 70 | TOWER RESEARCH CAPITAL LLC (TRC) | 9.7K -706.0 (-6.8%) | 10.6K +66.0 (+0.6%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD1.01 +7.9% | 17 qtrs — |
| 71 | LEGAL & GENERAL GROUP PLC | 7.2K +— (+0.0%) | 7.8K +573.0 (+7.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 3 qtrs — |
| 72 | AMERITAS INVESTMENT PARTNERS, INC. | 7.1K +— (+0.0%) | 7.7K +565.0 (+7.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 3 qtrs — |
| 73 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5.5K +1.2K (+28.1%) | 6.0K +1.7K (+38.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 3 qtrs — |
| 74 | CWM, LLC | 3.2K -212.0 (-6.1%) | 4.0K +1.0K (+33.3%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD0.94 +16.0% | 17 qtrs — |
| 75 | FLAGSHIP HARBOR ADVISORS, LLC | 3.0K +3.0K (+100.0%) | 3.3K +3.3K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 76 | STERLING CAPITAL MANAGEMENT LLC | 3.0K +124.0 (+4.3%) | 3.3K +365.0 (+12.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.07 +1.9% | 3 qtrs — |
| 77 | AMALGAMATED BANK | 2.8K +468.0 (+19.8%) | 3.0K +1.0K (+50.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.14 -4.4% | 3 qtrs — |
| 78 | CITIGROUP INC | 2.0K -1.9K (-48.7%) | 2.2K -1.8K (-44.6%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD1.15 -5.2% | 3 qtrs — |
| 79 | JONES FINANCIAL COMPANIES LLLP | 1.0K -100.0 (-9.0%) | 1.1K -42.0 (-3.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.44 -24.3% | 8 qtrs — |
| 80 | WINCH ADVISORY SERVICES, LLC | 800.00 +800.0 (+100.0%) | 872.00 +872.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 81 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 625.00 +— (+0.0%) | 681.00 +50.0 (+7.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.01 +7.9% | 2 qtrs — |
| 82 | PNC FINANCIAL SERVICES GROUP, INC. | 170.00 +170.0 (+100.0%) | 185.00 +185.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.09 +0.0% | 1 qtrs NEW |
| 83 | GAMMA INVESTING LLC | 142.00 +142.0 (+100.0%) | 155.00 +155.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.08 +0.9% | 1 qtrs NEW |
| 84 | ALLWORTH FINANCIAL LP | 71.00 -126.0 (-64.0%) | 78.00 -121.0 (-60.8%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD0.93 +17.2% | 8 qtrs — |
| 85 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 35.00 +— (+0.0%) | 38.00 +3.0 (+8.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.49 -26.8% | 4 qtrs — |
| 86 | IFP ADVISORS, INC | 28.00 -355.0 (-92.7%) | 31.00 -356.0 (-92.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.00 +9.0% | 2 qtrs — |
| 87 | LARSON FINANCIAL GROUP LLC | 4.00 +4.0 (+100.0%) | 4.00 +4.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.00 +9.0% | 1 qtrs NEW |
| 88 | TRUE WEALTH DESIGN, LLC | 2.00 +2.0 (+100.0%) | 3.00 +3.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.00 +9.0% | 1 qtrs NEW |
| 89 | DANSKE BANK A/S | 1.00 +— (+0.0%) | 1.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 6 qtrs — |
| 90 | SBI SECURITIES CO., LTD. | — -2.0 (-100.0%) | — -2.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 91 | BERKSHIRE ASSET MANAGEMENT LLC/PA | — -20.0K (-100.0%) | — -20.2K (-100.0%) | 0.00% -0.020 pp | 0.00% -0.001 pp | USD— | 4 qtrs SOLD |
| 92 | GHISALLO CAPITAL MANAGEMENT LLC | — -3.0M (-100.0%) | — -3.0M (-100.0%) | 0.00% -2.990 pp | 0.00% -0.098 pp | USD— | 4 qtrs SOLD |
| 93 | ADVISORY SERVICES NETWORK, LLC | — -765.0 (-100.0%) | — -773.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 94 | CLEARSTEAD ADVISORS, LLC | — -1.0 (-100.0%) | — -2.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 95 | AWM INVESTMENT COMPANY, INC. | — -3.0M (-100.0%) | — -3.0M (-100.0%) | 0.00% -3.021 pp | 0.00% -0.283 pp | USD— | 2 qtrs SOLD |
| 96 | CENTIVA CAPITAL, LP | — -24.9K (-100.0%) | — -25.2K (-100.0%) | 0.00% -0.025 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 97 | ALYESKA INVESTMENT GROUP, L.P. | — -1.4M (-100.0%) | — -1.4M (-100.0%) | 0.00% -1.397 pp | 0.00% -0.004 pp | USD— | 4 qtrs SOLD |
| 98 | FORTITUDE FAMILY OFFICE, LLC | — -481.0 (-100.0%) | — -486.0 (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 99 | SRS CAPITAL ADVISORS, INC. | — -399.0 (-100.0%) | — -403.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 100 | SG AMERICAS SECURITIES, LLC | — -26.1K (-100.0%) | — -26.0K (-100.0%) | 0.00% -0.026 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.03% | 498.0K | 0.60% |
| 2 | iShares Russell 2000 Growth ETF IWO | 0.01% | 1.40M | 0.24% |
| 3 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.00% | 141.7K | 0.30% |
| 4 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 15.1K | 0.25% |
| 5 | Global X - Russell 2000 ETF RSSL | 0.00% | 69.5K | 0.08% |
| 6 | iShares Russell 2000 BuyWrite ETF IWMW | 0.00% | 2.5K | 0.39% |
| 7 | iShares Russell 2000 ETF IWM | 0.00% | 3.64M | 0.19% |
| 8 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.00% | 23.8K | 0.36% |
| 9 | Vanguard Russell 2000 Value ETF VTWV | 0.00% | 39.0K | 0.06% |
| 10 | Vanguard Russell 2000 ETF VTWO | 0.00% | 462.4K | 0.06% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-23 | Lee Victoria Tou-ho | Officer | — | — | Employee stock option (right to buy) | 100,000 | 1.25 | 125.0K | 0 | D | ↗ |
| 2026-02-20 | White Debra | Director | A-Award | A | Common Stock | 123,000 | 0.00 | — | 235,800 | D | ↗ |
| 2026-02-20 | Sparks Ronald M | Director | A-Award | A | Common stock | 123,000 | 0.00 | — | 320,460 | D | ↗ |
| 2026-02-20 | SOKOLOV JACQUE J | Director | A-Award | A | Common Stock | 123,000 | 0.00 | — | 320,460 | D | ↗ |
| 2026-02-20 | PALUMBO JOHN R | Director | A-Award | A | Common Stock | 123,000 | 0.00 | — | 338,000 | D | ↗ |
| 2026-02-20 | O'Neil Shaun | Officer | A-Award | A | Common stock | 620,000 | 0.00 | — | 1,446,763 | D | ↗ |
| 2026-02-20 | Matheis Dennis | Director | A-Award | A | Common Stock | 123,000 | 0.00 | — | 788,443 | D | ↗ |
| 2026-02-20 | MCGRATH DENNIS M | Officer | A-Award | A | Common stock | 470,000 | 0.00 | — | 1,813,569 | D | ↗ |
| 2026-02-20 | Lapidus Stanley | Director | A-Award | A | Common Stock | 123,000 | 0.00 | — | 337,392 | D | ↗ |
| 2026-02-20 | Gordon Michael Adam | Officer | A-Award | A | Common stock | 300,000 | 0.00 | — | 1,000,000 | D | ↗ |
| 2026-02-20 | Cox James L | Director | A-Award | A | Common Stock | 123,000 | 0.00 | — | 405,120 | D | ↗ |
| 2026-02-20 | Aklog Lishan | Director / Officer | A-Award | A | Common Stock | 2,170,000 | 0.00 | — | 3,636,627 | D | ↗ |
| 2025-10-06 | PALUMBO JOHN R | Director | A-Award | A | Employee stock option (right to buy) | 215,000 | 1.03 | 221.5K | 215,000 | D | ↗ |
| 2025-09-22 | PALUMBO JOHN R | Director | — | — | Common Stock | 0 | 0.00 | — | 47,857 | D | ↗ |
| 2025-08-20 | Matheis Dennis | Director | P-Purchase | A | Common Stock | 100,000 | 1.02 | 101.8K | 665,443 | D | ↗ |
| 2025-05-22 | Matheis Dennis | Director | P-Purchase | A | Common Stock | 33,218 | 1.32 | 43.8K | 350,000 | D | ↗ |
| 2025-05-21 | Matheis Dennis | Director | P-Purchase | A | Common Stock | 129,684 | 1.32 | 171.5K | 532,225 | D | ↗ |
| 2025-05-20 | Matheis Dennis | Director | P-Purchase | A | Common Stock | 187,098 | 1.30 | 242.3K | 402,541 | D | ↗ |
| 2025-02-20 | White Debra | Director | A-Award | A | Common Stock | 112,800 | 0.00 | — | 112,800 | D | ↗ |
| 2025-02-20 | Sparks Ronald M | Director | A-Award | A | Common stock | 112,800 | 0.00 | — | 197,460 | D | ↗ |
| 2025-02-20 | SOKOLOV JACQUE J | Director | A-Award | A | Common Stock | 112,800 | 0.00 | — | 197,460 | D | ↗ |
| 2025-02-20 | O'Neil Shaun | Officer | A-Award | A | Common stock | 300,000 | 0.00 | — | 826,763 | D | ↗ |
| 2025-02-20 | Matheis Dennis | Director | A-Award | A | Common Stock | 112,800 | 0.00 | — | 162,725 | D | ↗ |
| 2025-02-20 | MCGRATH DENNIS M | Officer | A-Award | A | Common stock | 300,000 | 0.00 | — | 1,343,569 | D | ↗ |
| 2025-02-20 | Lapidus Stanley | Director | A-Award | A | Common Stock | 112,800 | 0.00 | — | 214,392 | D | ↗ |
| 2025-02-20 | Gordon Michael Adam | Officer | A-Award | A | Common stock | 300,000 | 0.00 | — | 700,000 | D | ↗ |
| 2025-02-20 | Cox James L | Director | A-Award | A | Common Stock | 112,800 | 0.00 | — | 282,120 | D | ↗ |
| 2025-02-20 | Aklog Lishan | Director / Officer | A-Award | A | Common Stock | 300,000 | 0.00 | — | 1,466,627 | D | ↗ |
| 2024-05-08 | Matheis Dennis | Director | A-Award | A | Employee stock option (right to buy) | 241,500 | 1.03 | 248.7K | 241,500 | — | ↗ |
| 2024-05-07 | O'Neil Shaun | Officer | A-Award | A | Common stock | 400,000 | 0.00 | — | 526,763 | — | ↗ |
| 2024-05-07 | MCGRATH DENNIS M | Officer | A-Award | A | Common stock | 400,000 | 0.00 | — | 1,043,569 | — | ↗ |
| 2024-05-07 | Gordon Michael Adam | Officer | A-Award | A | Common stock | 400,000 | 0.00 | — | 400,000 | — | ↗ |
| 2024-05-07 | Aklog Lishan | Director / Officer | A-Award | A | Common stock | 400,000 | 0.00 | — | 1,166,627 | — | ↗ |
| 2024-05-06 | Matheis Dennis | Director | — | D | Common stock | 0 | 0.00 | — | 49,925 | — | ↗ |
| 2024-02-22 | White Debra | Director | A-Award | A | Employee stock option (right to buy) | 150,000 | 1.23 | 184.5K | 150,000 | — | ↗ |
| 2024-02-22 | Sparks Ronald M | Director | A-Award | A | Employee stock option (right to buy) | 150,000 | 1.23 | 184.5K | 150,000 | — | ↗ |
| 2024-02-22 | SOKOLOV JACQUE J | Director | A-Award | A | Employee stock option (right to buy) | 150,000 | 1.23 | 184.5K | 150,000 | — | ↗ |
| 2024-02-22 | Lapidus Stanley | Director | A-Award | A | Employee stock option (right to buy) | 150,000 | 1.23 | 184.5K | 150,000 | — | ↗ |
| 2024-02-22 | Cox James L | Director | A-Award | A | Employee stock option (right to buy) | 150,000 | 1.23 | 184.5K | 150,000 | — | ↗ |
| 2024-02-15 | PAVmed Inc. | 10% Owner | J-Other | D | Common Stock | 3,331,747 | 0.00 | — | 31,302,444 | — | ↗ |
| 2024-01-26 | PAVmed Inc. | 10% Owner | J-Other | A | Common Stock | 3,331,771 | 1.40 | 4.68M | 34,634,191 | — | ↗ |
| 2023-09-26 | Lapidus Stanley | Director | S-Sale | D | Common stock | 10,000 | 1.47 | 14.7K | 121,339 | — | ↗ |
| 2023-09-25 | Lapidus Stanley | Director | S-Sale | D | Common stock | 200 | 1.43 | 286.00 | 131,339 | — | ↗ |
| 2023-09-21 | Lapidus Stanley | Director | S-Sale | D | Common stock | 100 | 1.44 | 144.00 | 131,539 | D | ↗ |
| 2023-09-20 | Lapidus Stanley | Director | S-Sale | D | Common stock | 3,405 | 1.45 | 4.9K | 132,051 | D | ↗ |
| 2023-01-31 | White Debra | Director | A-Award | A | Employee stock option (right to buy) | 175,000 | 1.31 | 229.3K | 175,000 | — | ↗ |
| 2023-01-31 | Sparks Ronald M | Director | A-Award | A | Employee stock option (right to buy) | 175,000 | 1.31 | 229.3K | 175,000 | — | ↗ |
| 2023-01-31 | SOKOLOV JACQUE J | Director | A-Award | A | Employee stock option (right to buy) | 175,000 | 1.31 | 229.3K | 175,000 | — | ↗ |
| 2023-01-31 | Lapidus Stanley | Director | A-Award | A | Employee stock option (right to buy) | 175,000 | 1.31 | 229.3K | 175,000 | — | ↗ |
| 2023-01-31 | Cox James L | Director | A-Award | A | Employee stock option (right to buy) | 175,000 | 1.31 | 229.3K | 175,000 | — | ↗ |
| 2022-11-30 | PAVmed Inc. | Director | J-Other | A | Common Stock | 197,656 | 2.78 | 550.0K | 40,450,987 | — | ↗ |
| 2022-09-20 | Lapidus Stanley | Director | S-Sale | D | Common stock | 17,000 | 1.71 | 29.0K | 152,320 | — | ↗ |
| 2022-08-02 | White Debra | Director | A-Award | A | Employee stock option (right to buy) | 80,000 | 0.00 | — | 80,000 | — | ↗ |
| 2022-08-01 | White Debra | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-07 | Gordon Michael Adam | Officer | A-Award | A | Employee stock option (right to buy) | 200,000 | 0.00 | — | 200,000 | — | ↗ |
| 2022-05-31 | Gordon Michael Adam | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-18 | O'Neil Shaun | Officer | — | D | Employee stock option (right to buy) | 50,000 | 3.95 | 197.5K | 0 | — | ↗ |
| 2022-02-18 | Sparks Ronald M | Director | A-Award | A | Employee stock option (right to buy) | 59,000 | 3.95 | 233.1K | 59,000 | — | ↗ |
| 2022-02-18 | SOKOLOV JACQUE J | Director | A-Award | A | Employee stock option (right to buy) | 59,000 | 3.95 | 233.1K | 59,000 | — | ↗ |
| 2022-02-18 | MCGRATH DENNIS M | Officer | A-Award | A | Employee stock option (right to buy) | 50,000 | 3.95 | 197.5K | 50,000 | — | ↗ |
| 2022-02-18 | Lapidus Stanley | Director | A-Award | A | Employee stock option (right to buy) | 59,000 | 3.95 | 233.1K | 59,000 | — | ↗ |
| 2022-02-18 | Cox James L | Director | A-Award | A | Employee stock option (right to buy) | 59,000 | 3.95 | 233.1K | 59,000 | — | ↗ |
| 2022-02-18 | Angagaw Aster | Director | A-Award | A | Employee stock option (right to buy) | 59,000 | 3.95 | 233.1K | 59,000 | — | ↗ |
| 2022-02-18 | Aklog Lishan | Director / Officer | A-Award | A | Employee stock option (right to buy) | 75,000 | 3.95 | 296.3K | 75,000 | — | ↗ |
| 2022-01-07 | MCGRATH DENNIS M | Officer | A-Award | A | Common stock | 60,000 | 0.00 | — | 624,400 | — | ↗ |
| 2022-01-07 | Aklog Lishan | Director / Officer | A-Award | A | Common stock | 60,000 | 0.00 | — | 624,400 | — | ↗ |
| 2021-10-18 | Sparks Ronald M | Director | A-Award | A | Common stock | 84,660 | 0.00 | — | 84,660 | — | ↗ |
| 2021-10-18 | PAVmed Inc. | 10% Owner | P-Purchase | A | Common stock | 571,428 | 14.00 | 8.00M | 27,927,190 | — | ↗ |
| 2021-10-13 | Wurtman David F | Officer | — | D | Employee stock option (right to buy) | 705,500 | 0.71 | 500.9K | 0 | — | ↗ |
| 2021-10-13 | Sparks Ronald M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-13 | SOKOLOV JACQUE J | Director | — | D | Common stock | 0 | 0.00 | — | 84,660 | — | ↗ |
| 2021-10-13 | PAVmed Inc. | 10% Owner | — | D | Common stock | 0 | 0.00 | — | 27,355,762 | — | ↗ |
| 2021-10-13 | MCGRATH DENNIS M | Officer | — | D | Common stock | 0 | 0.00 | — | 564,400 | — | ↗ |
| 2021-10-13 | Lapidus Stanley | Director | — | D | Common stock | 0 | 0.00 | — | 169,320 | — | ↗ |
| 2021-10-13 | Cox James L | Director | — | D | Common stock | 0 | 0.00 | — | 169,320 | — | ↗ |
| 2021-10-13 | Angagaw Aster | Director | — | D | Common stock | 0 | 0.00 | — | 84,660 | — | ↗ |
| 2021-10-13 | Aklog Lishan | Director / Officer | — | D | Common stock | 0 | 0.00 | — | 564,400 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Lishan Aklog, M.D. Chairman of the Board and Chief Executive Officer | 300.0K | 150.0K | 447.0K | — | — | — | 897.0K | 49.83% | ↗ |
| 2 | 2025 | Shaun M. O’Neil President and Chief Operating Officer | 300.0K | 75.0K | 447.0K | — | — | — | 822.0K | 54.38% | ↗ |
| 3 | 2025 | Michael A. Gordon General Counsel and Corporate Secretary | 250.0K | 62.5K | 447.0K | — | — | — | 759.5K | 58.85% | ↗ |
| 4 | 2025 | Dennis M. McGrath Chief Financial Officer | 225.0K | 78.8K | 447.0K | — | — | — | 750.8K | 59.54% | ↗ |
| 5 | 2024 | Lishan Aklog, M.D. Chairman of the Board and Chief Executive Officer | 300.0K | — | 412.0K | — | — | — | 712.0K | 57.87% | ↗ |
| 6 | 2024 | Shaun M. O’Neil President and Chief Operating Officer | 300.0K | — | 412.0K | — | — | — | 712.0K | 57.87% | ↗ |
| 7 | 2024 | Lishan Aklog, M.D. Chairman of the Board and Chief Executive Officer | 300.0K | — | 412.0K | — | — | — | 712.0K | 57.87% | ↗ |
| 8 | 2024 | Shaun M. O’Neil President and Chief Operating Officer | 300.0K | — | 412.0K | — | — | — | 712.0K | 57.87% | ↗ |
| 9 | 2024 | Michael A. Gordon General Counsel and Corporate Secretary | 250.0K | — | 412.0K | — | — | — | 662.0K | 62.24% | ↗ |
| 10 | 2024 | Michael A. Gordon General Counsel and Corporate Secretary | 250.0K | — | 412.0K | — | — | — | 662.0K | 62.24% | ↗ |
| 11 | 2024 | Dennis M. McGrath Chief Financial Officer | 225.0K | — | 412.0K | — | — | — | 637.0K | 64.68% | ↗ |
| 12 | 2024 | Dennis M. McGrath Chief Financial Officer | 225.0K | — | 412.0K | — | — | — | 637.0K | 64.68% | ↗ |
| 13 | 2023 | Lishan Aklog, M.D. Chairman of the Board and Chief Executive Officer | 300.0K | — | — | — | — | — | 300.0K | 0.00% | ↗ |
| 14 | 2023 | Michael A. Gordon General Counsel and Corporate Secretary | 250.0K | — | — | — | — | — | 250.0K | 0.00% | ↗ |
| 15 | 2023 | Dennis M. McGrath Chief Financial Officer | 225.0K | — | — | — | — | — | 225.0K | 0.00% | ↗ |
| 16 | 2023 | Shaun M. O’Neil President and Chief Operating Officer | 162.5K | — | — | — | — | — | 162.5K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Shaun O'Neill | President & Chief Operating Officer | 300.0K | male |
| Lishan Aklog | Chairman & Chief Executive Officer | 300.0K | — |
| Michael Adam Gordon | General Counsel & Secretary | 250.0K | male |
| Dennis McGrath | Chief Financial Officer | 225.0K | male |
| Amitabh Chak | Co-founder & Strategic Advisor | 14.5K | — |
| Helen Moinova | Co-founder & Strategic Advisor | 14.5K | — |
| Joseph Willis | Co-founder & Strategic Advisor | 14.5K | — |
| Sanford D. Markowitz | Co-founder & Strategic Advisor | 14.5K | — |
| Deepika A. Lakhani | Senior Vice President, Chief Regulatory & Quality Officer | — | — |
| Victoria T. Lee | Chief Medical Officer | — | — |
| Brian J. deGuzman | Chief Technology & Compliance Officer | — | — |
| Suman Verma | Senior VP & Chief Scientific Officer | — | — |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for LUCD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
