Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heartflow, Inc.HTFL · Entity 3993 | Chief Financial Officer | September 11, 2026 | September 15, 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.
Heartflow, Inc.
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock.SEC Table I · non-derivative | Direct | 179,528 |
Ending reported balance
After 2026-09-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-11 · Sale · Disposed 29,714 · Balance 184,789 F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026. F2: This transaction was executed in multiple trades at price ranging from $50.06 to $50.18. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 2 · 2026-09-14 · Sale · Disposed 4,593 · Balance 180,196 F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026. F3: This transaction was executed in multiple trades at price ranging from $50.00 to $50.62. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 3 · 2026-09-15 · Sale · Disposed 668 · Balance 179,528 F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026. F4: This transaction was executed in multiple trades at price ranging from $50.00 to $50.04. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
F2: This transaction was executed in multiple trades at price ranging from $50.06 to $50.18. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F3: This transaction was executed in multiple trades at price ranging from $50.00 to $50.62. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F4: This transaction was executed in multiple trades at price ranging from $50.00 to $50.04. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 15, 2026 23:44 UTC | Heartflow, Inc. HTFL · Entity 3993 | SaleCommon Stock. | 668 | $50.01 | $33,408.02 |
DisclosureSEC source: 0001464521-26-000147 · form4.xml · nonDerivative · entry 3 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 179,528 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026. F4 · price: This transaction was executed in multiple trades at price ranging from $50.00 to $50.04. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 14, 2026 Filed Sep 15, 2026 23:44 UTC | Heartflow, Inc. HTFL · Entity 3993 | SaleCommon Stock. | 4,593 | $50.24 | $230,743.59 |
DisclosureSEC source: 0001464521-26-000147 · form4.xml · nonDerivative · entry 2 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 180,196 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026. F3 · price: This transaction was executed in multiple trades at price ranging from $50.00 to $50.62. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 23:44 UTC | Heartflow, Inc. HTFL · Entity 3993 | SaleCommon Stock. | 29,714 | $50.06 | $1,487,459.07 |
DisclosureSEC source: 0001464521-26-000147 · form4.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 184,789 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026. F2 · price: This transaction was executed in multiple trades at price ranging from $50.06 to $50.18. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 08, 2026 Filed Sep 10, 2026 21:24 UTC | Heartflow, Inc. HTFL · Entity 3993 | SaleCommon Stock. | 6,640 | $50.03 | $332,211.82 |
DisclosureSEC source: 0001464521-26-000143 · form4.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 214,503 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026. F2 · price: This transaction was executed in multiple trades at price ranging from $50.00 to $50.12. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 03, 2026 Filed Sep 4, 2026 21:29 UTC | Heartflow, Inc. HTFL · Entity 3993 | SaleCommon Stock. | 27,540 | $49.69 | $1,368,470.86 |
DisclosureSEC source: 0001464521-26-000141 · form4.xml · nonDerivative · entry 2 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 221,143 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026. F2 · price: This transaction was executed in multiple trades at price ranging from $48.22 to $50.80. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:29 UTC | Heartflow, Inc. HTFL · Entity 3993 | SaleCommon Stock. | 5,876 | $50.60 | $297,325.60 |
DisclosureSEC source: 0001464521-26-000141 · form4.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 248,683 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026. Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 21:19 UTC | Heartflow, Inc. HTFL · Entity 3993 | Tax withholdingCommon Stock. | 473 | $28.82 | $13,631.86 |
DisclosureSEC source: 0001464521-26-000121 · form4.xml · nonDerivative · entry 3 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,559 F2 · shares: Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported. Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 21:19 UTC | Heartflow, Inc. HTFL · Entity 3993 | Tax withholdingCommon Stock. | 1,537 | $27.19 | $41,791.03 |
DisclosureSEC source: 0001464521-26-000121 · form4.xml · nonDerivative · entry 2 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,032 F2 · shares: Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported. Read SEC document |
| July 27, 2026 Filed Jul 28, 2026 21:47 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionStock Option · Derivative | 22,522 | $0.00 Strike: $2.22 | $0.00 |
DisclosureSEC source: 0001464521-26-000113 · form4.xml · derivative · entry 2 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,588 Underlying: Common Stock · 22,522 shares Expires 2033-12-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option vests and becomes exercisable in monthly installments until October 30, 2027, subject to continued service through the applicable vesting date. Read SEC document |
| July 27, 2026 Filed Jul 28, 2026 21:47 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionCommon Stock. | 22,522 | $2.22 | $49,998.84 |
DisclosureSEC source: 0001464521-26-000113 · form4.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,898 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 21, 2026 Filed Jul 23, 2026 21:56 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionStock Option · Derivative | 22,522 | $0.00 Strike: $2.22 | $0.00 |
DisclosureSEC source: 0001464521-26-000107 · form4.xml · derivative · entry 2 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,110 Underlying: Common Stock · 22,522 shares Expires 2033-12-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option vests and becomes exercisable in monthly installments until October 30, 2027, subject to continued service through the applicable vesting date. Read SEC document |
| July 21, 2026 Filed Jul 23, 2026 21:56 UTC | Heartflow, Inc. HTFL · Entity 3993 | Exercise / conversionCommon Stock. | 22,522 | $2.22 | $49,998.84 |
DisclosureSEC source: 0001464521-26-000107 · form4.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,376 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 07, 2026 Filed May 8, 2026 22:44 UTC | Heartflow, Inc. HTFL · Entity 3993 | Tax withholdingCommon Stock. | 473 | $29.98 | $14,180.54 |
DisclosureSEC source: 0001464521-26-000059 · form4.xml · nonDerivative · entry 2 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,854 F1 · shares: Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported. Read SEC document |
| May 06, 2026 Filed May 8, 2026 22:44 UTC | Heartflow, Inc. HTFL · Entity 3993 | Tax withholdingCommon Stock. | 1,536 | $30.29 | $46,525.44 |
DisclosureSEC source: 0001464521-26-000059 · form4.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,327 F1 · shares: Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported. Read SEC document |
| March 06, 2026 Filed Aug 10, 2026 21:19 UTC | Heartflow, Inc. HTFL · Entity 3993 | GrantCommon Stock. | 671 | $16.15 | $10,836.65 |
DisclosureSEC source: 0001464521-26-000121 · form4.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,534 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under Rule 16b-3(c).? The share balance reflects the Reporting Person's total current holdings immediately following the reported transaction. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 01:18 UTC | Heartflow, Inc. HTFL · Entity 3993 | GrantStock Option · Derivative | 119,685 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001464521-26-000010 · form4.xml · derivative · entry 3 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,685 Underlying: Common Stock · 119,685 shares Expires 2036-02-06 F3 · derivative.exercise_date: The option vests 1/48 on each monthly anniversary of the Vesting Commencement Date, subject to continued service through the applicable vesting date. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 01:18 UTC | Heartflow, Inc. HTFL · Entity 3993 | GrantCommon Stock. | 68,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001464521-26-000010 · form4.xml · nonDerivative · entry 2 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,863 F2 · shares: Represents restricted stock units ("RSUs"), with a vesting commencement date of February 6, 2026 (the "Vesting Commencement Date"). 1/16th of the RSUs vest on each quarterly anniversary of the Vesting Commencement Date, subject to continued service through the applicable vesting date. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 01:18 UTC | Heartflow, Inc. HTFL · Entity 3993 | Tax withholdingCommon Stock. | 542 | $27.74 | $15,035.08 |
DisclosureSEC source: 0001464521-26-000010 · form4.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,370 F1 · shares: Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported. Read SEC document |
| November 07, 2025 Filed Nov 13, 2025 01:40 UTC | Heartflow, Inc. HTFL · Entity 3993 | Tax withholdingCommon Stock. | 471 | $32.56 | $15,335.76 |
DisclosureSEC source: 0001464521-25-000029 · form4.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,912 F1 · shares: Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 01:01 UTC | Heartflow, Inc. HTFL · Entity 3993 | ConversionConvertible Promissory Note · Derivative | 9,516 | $0.00 Strike: $15.20 | $0.00 |
DisclosureSEC source: 0001628280-25-039734 · wk-form4_1754960465.xml · derivative · entry 4 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,516 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Upon the closing of Heartflow, Inc.'s ("Heartflow") initial public offering, the convertible promissory notes automatically converted into shares of Heartflow's common stock at a conversion price of 80% of the price per share in Heartflow's initial public offering, subject to a valuation ceiling of $2.0 billion. The shares of Heartflow's common stock that were issuable upon conversion of the convertible promissory note had no expiration date. These shares are reported in Table II above on an as-converted basis. F2 · derivative.exercise_date: Upon the closing of Heartflow, Inc.'s ("Heartflow") initial public offering, the convertible promissory notes automatically converted into shares of Heartflow's common stock at a conversion price of 80% of the price per share in Heartflow's initial public offering, subject to a valuation ceiling of $2.0 billion. The shares of Heartflow's common stock that were issuable upon conversion of the convertible promissory note had no expiration date. These shares are reported in Table II above on an as-converted basis. F2 · derivative.expiration_date: Upon the closing of Heartflow, Inc.'s ("Heartflow") initial public offering, the convertible promissory notes automatically converted into shares of Heartflow's common stock at a conversion price of 80% of the price per share in Heartflow's initial public offering, subject to a valuation ceiling of $2.0 billion. The shares of Heartflow's common stock that were issuable upon conversion of the convertible promissory note had no expiration date. These shares are reported in Table II above on an as-converted basis. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 01:01 UTC | Heartflow, Inc. HTFL · Entity 3993 | ConversionCommon Stock. | 9,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-039734 · wk-form4_1754960465.xml · nonDerivative · entry 2 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,383 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Upon the closing of Heartflow, Inc.'s ("Heartflow") initial public offering, the convertible promissory notes automatically converted into shares of Heartflow's common stock at a conversion price of 80% of the price per share in Heartflow's initial public offering, subject to a valuation ceiling of $2.0 billion. The shares of Heartflow's common stock that were issuable upon conversion of the convertible promissory note had no expiration date. These shares are reported in Table II above on an as-converted basis. Read SEC document |
| August 07, 2025 Filed Aug 12, 2025 01:01 UTC | Heartflow, Inc. HTFL · Entity 3993 | GrantStock Option · Derivative | 110,629 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0001628280-25-039734 · wk-form4_1754960465.xml · derivative · entry 3 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,629 Underlying: Common Stock · 110,629 shares Expires 2035-08-07 F3 · derivative.exercise_date: The option vests 1/48 on each monthly anniversary of the Vesting Commencement Date, subject to continued service through the applicable vesting date. Read SEC document |
| August 07, 2025 Filed Aug 12, 2025 01:01 UTC | Heartflow, Inc. HTFL · Entity 3993 | GrantCommon Stock | 21,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-039734 · wk-form4_1754960465.xml · nonDerivative · entry 1 Verghese Vikram · CIK 0002079946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,867 F1 · shares: Represents restricted stock units ("RSUs"), with a vesting commencement date of August 7, 2025 (the "Vesting Commencement Date"). 1/16th of the RSUs vest on each quarterly anniversary of the Vesting Commencement Date, subject to continued service through the applicable vesting date. 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.