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
01 Jul 2026
- Public ticker
- STXS on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Lagoda Investment Management, L.P.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Lagoda Investment Management, L.P.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
01 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001289340
- Issuer location
- St.Louis, MO
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
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
01 Jul 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.
Open SEC evidence
Opens Lagoda Investment Management, L.P.'s linked filing trail.
Comparable ownership
Top 5
Lagoda Investment Management, L.P.
4.5%
Nathan Fischel
15%
Paul J. Isaac
3%
Arun S. Menawat
1.1%
David Benfer
0.8%
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%
|
$26,498,445
14,401,329 shares
|
— | 01 Jul 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
|
1.1%
|
$1,905,430
1,035,560 shares
|
— | 01 Jul 2026 |
| David Benfer |
3/4/5
Director
|
0.8%
|
$1,420,351
771,930 shares
|
— | 01 Jul 2026 |
| Ross B. Levin |
3/4/5
Director
|
0.64%
|
$1,143,096
621,248 shares
|
— | 01 Jul 2026 |
| Myriam Curet |
3/4/5
Director
|
0.45%
|
$800,696
435,161 shares
|
— | 01 Jul 2026 |
| Nachum Shamir |
3/4/5
Director
|
0.19%
|
$329,961
179,327 shares
|
— | 01 Jul 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 Forms 3/4/5 holder
Nathan Fischel
Net 12M change
+$66,600
Latest report
01 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Nathan Fischel | Director, 10%+ Owner | $26,498,445 | Mixed | 01 Jul 2026 | ||
| Paul J. Isaac | Director, Other* | $6,453,998 | +$66,600 | +1% | Filing P/S | 14 Nov 2025 |
| Arun S. Menawat | Director | $1,905,430 | Mixed | 01 Jul 2026 | ||
| David Benfer | Director | $1,420,351 | Mixed | 01 Jul 2026 | ||
| Ross B. Levin | Director | $1,143,096 | Mixed | 01 Jul 2026 | ||
| Robert J. Messey | Director | $891,651 | Mixed | 02 Jan 2024 | ||
| Myriam Curet | Director | $800,696 | Mixed | 01 Jul 2026 | ||
| Nachum Shamir | Director | $329,961 | Mixed | 01 Jul 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Nachum Shamir | STXS | Common Stock | Award | 31.6% | 43,103 | 179,327 | 01 Jul 2026 | Direct | ||
| David Benfer | STXS | Common Stock | Award | 8.36% | 43,103 | 558,975 | 01 Jul 2026 | Direct | ||
| Ross B. Levin | STXS | Common Stock | Award | 7.46% | 43,103 | 621,248 | 01 Jul 2026 | Direct | ||
| Myriam Curet | STXS | Common Stock | Award | 11% | 43,103 | 435,161 | 01 Jul 2026 | Direct | ||
| Nathan Fischel | STXS | Common Stock | Award | 6.36% | 43,103 | 720,775 | 01 Jul 2026 | Direct | ||
| Arun S. Menawat | STXS | Common Stock | Award | 4.34% | 43,103 | 1,035,560 | 01 Jul 2026 | Direct | ||
| 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 |
* marks a reported price that did not pass the local price check.