Stereotaxis, Inc.
STXSFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Stereotaxis, Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Apr 13, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 2026-03-31 | 36,216 | Not shown | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 3,956,243 | Not shown | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 172,747 | Not shown | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 1,261 | Not shown | SEC filing |
| Essential Partners LLC | 2026-03-31 | 81 | Not shown | SEC filing |
| Wellington Shields & Co., LLC | 2026-03-31 | 40,079 | Not shown | SEC filing |
| TCFG Investment Advisors, LLC | 2026-03-31 | 64,015 | Not shown | SEC filing |
| Forum Financial Management, LP | 2026-03-31 | 26,518 | Not shown | SEC filing |
| FMR LLC | 2026-03-31 | 28,960 | Not shown | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 750 | Not shown | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 68,605 | Not shown | SEC filing |
| Caitong International Asset Management Co., Ltd | 2026-03-31 | 1 | Not shown | SEC filing |
| SBI Securities Co., Ltd. | 2026-03-31 | 3 | Not shown | SEC filing |
| Warberg Asset Management LLC | 2026-03-31 | 1,094,123 | Not shown | SEC filing |
| Clark Wealth Partners | 2026-03-31 | 100 | Not shown | SEC filing |
| Roble, Belko & Company, Inc | 2026-03-31 | 10,000 | Not shown | SEC filing |
| INTECH INVESTMENT MANAGEMENT LLC | 2026-03-31 | 16,768 | Not shown | SEC filing |
| GMT Capital Corp | 2026-03-31 | 126,581 | Not shown | SEC filing |
| MAI Capital Management | 2026-03-31 | 68 | Not shown | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 3,282 | Not shown | SEC filing |
- Each value is checked against Stereotaxis, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- NEW YORK STATE COMMON RETIREMENT FUND: 7,600 shares reported 2025-12-31; 7,600 shares reported 2026-03-31.
- Independent Advisor Alliance: 198,385 shares reported 2025-12-31; 200,985 shares reported 2026-03-31.
- Rockefeller Capital Management L.P.: 4,750 shares reported 2025-12-31; 4,450 shares reported 2026-03-31.
- Lagoda Investment Management, L.P.: 4,861,200 shares reported 2025-12-31; 4,350,400 shares reported 2026-03-31.
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 28,181 shares reported 2025-12-31; 28,901 shares reported 2026-03-31.
- JONES FINANCIAL COMPANIES LLLP: 750 shares reported 2025-12-31; 750 shares reported 2026-03-31.
- Wellington Shields & Co., LLC: 42,527 shares reported 2025-12-31; 40,079 shares reported 2026-03-31.
- BlackRock, Inc.: 4,024,583 shares reported 2025-12-31; 3,956,243 shares reported 2026-03-31.
104 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Stereotaxis, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-03-10 · Isaac Paul J: Larger than all 9 other insider purchases of Common stock on file. SEC filing
- 2022-05-20 · Isaac Paul J: Larger than 35 of the 38 other insider purchases of Common Stock on file. SEC filing
- 2022-05-13 · Isaac Paul J: Larger than 36 of the 38 other insider purchases of Common Stock on file. SEC filing
- 2022-05-13 · Isaac Paul J: Larger than all 38 other insider purchases of Common Stock on file. SEC filing
- 2022-05-12 · Isaac Paul J: Larger than 37 of the 38 other insider purchases of Common Stock on file. SEC filing
- 2021-06-01 · Isaac Paul J: Larger than all 26 other insider sales of Common Stock on file. SEC filing
- 2020-06-25 · Isaac Paul J: Larger than 24 of the 26 other insider sales of Common Stock on file. SEC filing
- 2020-06-22 · Isaac Paul J: Larger than 25 of the 26 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-11-17 | Isaac Paul J · Director, other | Common Stock | P — Open market or private purchase | +10,000 | 2.18 | SEC filing |
| 2025-11-14 | Isaac Paul J · Director, other | Common Stock | P — Open market or private purchase | +20,000 | 2.24 | SEC filing |
| 2025-03-10 | Isaac Paul J · Director, other | Common stock | P — Open market or private purchase | +38,000 | 1.81 | SEC filing |
| 2025-03-07 | Isaac Paul J · Director, other | Common stock | P — Open market or private purchase | +1,489 | 1.79 | SEC filing |
| 2025-03-06 | Isaac Paul J · Director, other | Common stock | P — Open market or private purchase | +23,299 | 1.81 | SEC filing |
| 2024-08-20 | Isaac Paul J · Director, other | Common stock | P — Open market or private purchase | +442 | 1.88 | SEC filing |
| 2024-08-19 | Isaac Paul J · Director, other | Common stock | P — Open market or private purchase | +812 | 1.88 | SEC filing |
| 2024-08-15 | Isaac Paul J · Director, other | Common stock | P — Open market or private purchase | +8,095 | 1.90 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-11 | Peery Kimberly R. · Chief Financial Officer | Stock Options -Right to Buy | A — Grant, award, or other acquisition | +40,000 | SEC filing |
| 2026-01-02 | SHAMIR NACHUM · Director | Common Stock | A — Grant, award, or other acquisition | +46,948 | SEC filing |
| 2026-01-02 | Fischel Nathan · Director, 10% owner | Common Stock | A — Grant, award, or other acquisition | +46,948 | SEC filing |
| 2026-01-02 | Benfer David · Director | Common Stock | A — Grant, award, or other acquisition | +46,948 | SEC filing |
| 2026-01-02 | Curet Myriam · Director | Common Stock | A — Grant, award, or other acquisition | +46,948 | SEC filing |
| 2026-01-02 | Menawat Arun Swarup · Director | Common Stock | A — Grant, award, or other acquisition | +46,948 | SEC filing |
| 2026-01-02 | Levin Ross B · Director | Common Stock | A — Grant, award, or other acquisition | +46,948 | SEC filing |
| 2025-07-01 | Benfer David · Director | Common Stock | A — Grant, award, or other acquisition | +43,668 | SEC filing |
Showing 8 of 34 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2018-03-01 | KIANI JOE E · Director, 10% owner | Common Stock Warrant (right to buy) | D — Disposition to the issuer | −6,153,846 | SEC filing |
| 2018-03-01 | MIDDLETON FRED A · Director | Common Stock Warrant (right to buy) | D — Disposition to the issuer | −153,846 | SEC filing |
| 2018-03-01 | Menawat Arun Swarup · Director | Common Stock Warrant (right to buy) | D — Disposition to the issuer | −153,846 | SEC filing |
| 2018-03-01 | Fischel Nathan · Director, 10% owner | Common Stock Warrant (right to buy) | D — Disposition to the issuer | −12,307,692 | SEC filing |
Showing 4 of 4 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.