Comparable stake leader
Lagoda Investment Management, L.P.
SEC ownership of Stereotaxis, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001289340.
Disclosed value leader
Nathan Fischel
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Symbol
- STXS on NYSE
- Ownership evidence mix
- 13D/G, 13F, and 3/4/5
- Largest current holder
- Lagoda Investment Management, L.P.
- Latest large-stake holder
- Lagoda Investment Management, L.P.
- Latest evidence date
- 31 Mar 2026
- CIK
- 0001289340
- Location
- St.Louis, MO
Ownership snapshot
2 signals
Issuer identity
2 identity fields
Ownership snapshot
Top shareholders of Stereotaxis, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Lagoda Investment Managem...
Disclosed value leader
Nathan Fischel
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 4.5%
13D/G row: Lagoda Investment Management, L.P.
Showing 1-8 of 50 holder rows.
Quick read
Lagoda Investment Management, L.P. leads the comparable SEC ownership view at 4.5%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
Lagoda Investment Management, L.P.
4.5%
Nathan Fischel
15%
Paul J. Isaac
3%
Arun S. Menawat
1%
David Benfer
0.75%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Lagoda Investment Management, L.P. |
13D/G
13F
Company
|
4.5%
|
$8,483,280
4,350,400 shares
|
-$58,598 | 31 Mar 2026 |
| Nathan Fischel |
3/4/5
Director, 10%+ Owner
|
15%
|
$32,880,336
14,358,226 shares
|
— | 02 Jan 2026 |
| Paul J. Isaac |
3/4/5
Director, Other*
|
3%
|
$6,453,998
2,883,856 shares
|
+$66,600 | 14 Nov 2025 |
| Arun S. Menawat |
3/4/5
Director
|
1%
|
$2,272,726
992,457 shares
|
— | 02 Jan 2026 |
| David Benfer |
3/4/5
Director
|
0.75%
|
$1,669,012
728,827 shares
|
— | 02 Jan 2026 |
| Ross B. Levin |
3/4/5
Director
|
0.6%
|
$1,323,952
578,145 shares
|
— | 02 Jan 2026 |
| Myriam Curet |
3/4/5
Director
|
0.41%
|
$897,812
392,058 shares
|
— | 02 Jan 2026 |
| Nachum Shamir |
3/4/5
Director
|
0.14%
|
$311,952
136,224 shares
|
— | 02 Jan 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$66,600.
Buys
$66,600
Insiders: 1
Sells
$0
Insiders: 0
Net
+$66,600
Shares: +30,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 30,000
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 30,000 | 0 | $66,600 | $0 | +$66,600 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-10 of 10 reporting-owner rows connected to Stereotaxis, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
10
Largest current holder
Nathan Fischel
Net 12M change
+$66,600
Latest report
11 Apr 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Nathan Fischel | Director, 10%+ Owner | $32,880,336 | Mixed | 02 Jan 2026 | ||
| Paul J. Isaac | Director, Other* | $6,453,998 | +$66,600 | +1% | Filing P/S | 14 Nov 2025 |
| Arun S. Menawat | Director | $2,272,726 | Mixed | 02 Jan 2026 | ||
| David Benfer | Director | $1,669,012 | Mixed | 02 Jan 2026 | ||
| Ross B. Levin | Director | $1,323,952 | Mixed | 02 Jan 2026 | ||
| Myriam Curet | Director | $897,812 | Mixed | 02 Jan 2026 | ||
| Robert J. Messey | Director | $891,651 | Mixed | 02 Jan 2024 | ||
| Nachum Shamir | Director | $311,952 | Mixed | 02 Jan 2026 | ||
| David L. Fischel | Chief Executive Officer, Director | Mixed | 20 May 2021 | |||
| Kimberly R. Peery | Chief Financial Officer | Mixed | 11 Apr 2026 |
Recent insider transactions for Stereotaxis, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kimberly R. Peery | STXS | Stock Options -Right to Buy | Award | 13.3% | 40,000 | 340,750 | 11 Apr 2026 | Direct | ||
| Arun S. Menawat | STXS | Common Stock | Award | 4.97% | 46,948 | 992,457 | 02 Jan 2026 | Direct | ||
| David Benfer | STXS | Common Stock | Award | 10% | 46,948 | 515,872 | 02 Jan 2026 | Direct | ||
| Myriam Curet | STXS | Common Stock | Award | 13.6% | 46,948 | 392,058 | 02 Jan 2026 | Direct | ||
| Nathan Fischel | STXS | Common Stock | Award | 7.44% | 46,948 | 677,672 | 02 Jan 2026 | Direct | ||
| Ross B. Levin | STXS | Common Stock | Award | 8.84% | 46,948 | 578,145 | 02 Jan 2026 | Direct | ||
| Nachum Shamir | STXS | Common Stock | Award | 52.6% | 46,948 | 136,224 | 02 Jan 2026 | Direct | ||
| Paul J. Isaac | STXS | Common Stock | Purchase | 11.4% | $21,800 | $2.18 | 10,000 | 97,299 | 17 Nov 2025 | Direct |
| Paul J. Isaac | STXS | Common Stock | Purchase | 0.72% | $44,800 | $2.24 | 20,000 | 2,786,557 | 14 Nov 2025 | See Footnote |
| Nathan Fischel | STXS | Common Stock | Award | 7.44% | 43,668 | 630,724 | 01 Jul 2025 | Direct | ||
| Ross B. Levin | STXS | Common Stock | Award | 8.96% | 43,668 | 531,197 | 01 Jul 2025 | Direct | ||
| David Benfer | STXS | Common Stock | Award | 10.3% | 43,668 | 468,924 | 01 Jul 2025 | Direct | ||
| Myriam Curet | STXS | Common Stock | Award | 14.5% | 43,668 | 345,110 | 01 Jul 2025 | Direct | ||
| Arun S. Menawat | STXS | Common Stock | Award | 4.84% | 43,668 | 945,509 | 01 Jul 2025 | Direct | ||
| Nachum Shamir | STXS | Common Stock | Award | 95.8% | 43,668 | 89,276 | 01 Jul 2025 | Direct |
* marks a reported price that did not pass the local price check.