Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HeartBeam, Inc.BEAT · Entity 9039 | Director · President | June 15, 2026 | July 24, 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.
HeartBeam, Inc.
Report date June 15, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,970,784 |
Ending reported balance
After 2026-07-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-15 · Grant · Acquired 2,800,000 · Balance 3,709,914 F1: Represents the grant of 2,800,000 performance-based restricted stock units ("PRSUs") under the HeartBeam, Inc. 2022 Equity Incentive Plan on June 15, 2026. The PRSUs are subject to performance-based milestones and service-based vesting conditions over a three-year period. Each PRSU represents a contingent right to receive one share of Common Stock upon vesting. Row 2 · 2026-07-24 · Grant · Acquired 260,870 · Balance 3,970,784 F2: Represents Restricted Stock Units ("RSUs") granted on July 24, 2026 under the HeartBeam, Inc. 2022 Equity Incentive Plan. The RSUs vested in full on the grant date and relate to the settlement of the 2025 Bonus Program, whereby Executives received shares-in-lieu-of-cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of 2,800,000 performance-based restricted stock units ("PRSUs") under the HeartBeam, Inc. 2022 Equity Incentive Plan on June 15, 2026. The PRSUs are subject to performance-based milestones and service-based vesting conditions over a three-year period. Each PRSU represents a contingent right to receive one share of Common Stock upon vesting.
F2: Represents Restricted Stock Units ("RSUs") granted on July 24, 2026 under the HeartBeam, Inc. 2022 Equity Incentive Plan. The RSUs vested in full on the grant date and relate to the settlement of the 2025 Bonus Program, whereby Executives received shares-in-lieu-of-cash.
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 |
|---|---|---|---|---|---|---|
| July 24, 2026 Filed Jul 24, 2026 20:53 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantCommon Stock | 260,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-081450 · ownership.xml · nonDerivative · entry 2 Vajdic Branislav · CIK 0001422425 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,970,784 F2 · shares: Represents Restricted Stock Units ("RSUs") granted on July 24, 2026 under the HeartBeam, Inc. 2022 Equity Incentive Plan. The RSUs vested in full on the grant date and relate to the settlement of the 2025 Bonus Program, whereby Executives received shares-in-lieu-of-cash. Read SEC document |
| June 15, 2026 Filed Jul 24, 2026 20:53 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantCommon Stock | 2,800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-081450 · ownership.xml · nonDerivative · entry 1 Vajdic Branislav · CIK 0001422425 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,709,914 F1 · shares: Represents the grant of 2,800,000 performance-based restricted stock units ("PRSUs") under the HeartBeam, Inc. 2022 Equity Incentive Plan on June 15, 2026. The PRSUs are subject to performance-based milestones and service-based vesting conditions over a three-year period. Each PRSU represents a contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 00:47 UTC | HeartBeam, Inc. BEAT · Entity 9039 | PurchaseCommon Stock | 31,250 | $0.80 | $25,000.00 |
DisclosureSEC source: 0001213900-26-044837 · ownership.xml · nonDerivative · entry 1 Vajdic Branislav · CIK 0001422425 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 909,914 F1 · shares: These shares were purchased in connection with the Registrant's underwritten public offering of 12,500,000 shares of common stock. Titan Partners, a division of American Capital Partners, acted as the sole bookrunner for the offering, which priced on April 14, 2026, and closed on April 16, 2026. Read SEC document |
| February 09, 2026 Filed Mar 23, 2026 21:36 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantCommon Stock (right to buy) · Derivative | 61,932 | $0.00 Strike: $1.45 | $0.00 |
DisclosureSEC source: 0001213900-26-033038 · ownership.xml · derivative · entry 1 Vajdic Branislav · CIK 0001422425 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,932 Underlying: Common Stock · 61,932 shares Expires 2036-01-01 F1 · derivative.exercise_date: Granted options on February 9, 2026 (the "Special Option"), one half of the total number of shares of common stock (the "Shares") subject to the Special Option shall vest on March 31, 2026, the three-month anniversary of the vesting commencement date beginning January 1, 2026, and the remaining Shares of common stock shall vest on June 30, 2026, the six-month anniversary of the vesting commencement date. These options have been issued from the Company's 2022 Equity Incentive Plan. Read SEC document |
| April 07, 2025 Filed May 1, 2025 15:03 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock option (right to buy) · Derivative | 180,000 | $0.00 Strike: $1.65 | $0.00 |
DisclosureSEC source: 0001213900-25-038170 · ownership.xml · derivative · entry 1 Vajdic Branislav · CIK 0001422425 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,374,000 Underlying: Common Stock · 180,000 shares Expires 2035-04-07 F1 · derivative.exercise_date: Granted 180,000 options on April 7, 2025, which are scheduled to vest over 4 years with 25% vesting on April 7, 2025, and the remainder vesting and exercisable monthly thereafter. These options have been issued from the Company's 2022 Equity Incentive Plan. Read SEC document |
| August 02, 2023 Filed Aug 5, 2023 01:42 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock option (right to buy) · Derivative | 796,000 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001213900-23-063797 · ownership.xml · derivative · entry 1 Vajdic Branislav · CIK 0001422425 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,194,000 Underlying: Common Stock · 796,000 shares Expires 2033-08-02 F1 · shares: The options ("Option" and collectively, "Options") have been issued from the Company's 2022 Equity Incentive Plan, that was approved by the Members of the Board of Directors on August 1, 2023. F2 · derivative.exercise_date: The Options will vest and become exercisable with respect to 40% of the shares starting August 1, 2023, with one forty-eighth (1/48th) of the shares vesting each calendar month thereafter on the same day of the month as the first vesting date. The remaining 60% of the shares will vest and become exercisable once HeartBeam, Inc. receives FDA Clearance for marketing of HeartBeam's synthesized 12-Lead product obtained by signal synthesis from the recorded xyz signals. Read SEC document |
| May 14, 2023 Filed Jun 9, 2023 23:57 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock option (right to buy) · Derivative | 398,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001779372-23-000016 · wk-form4_1686355035.xml · derivative · entry 1 Vajdic Branislav · CIK 0001422425 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 398,000 Underlying: Common Stock · 398,000 shares Expires 2033-05-13 F1 · derivative.exercise_price: The exercise price per share of each option (?Option? and collectively, the ?Options?) shall be the Fair Market Value (as defined in the Company?s 2022 Equity Incentive Plan) of a share as . F2 · shares: The Options have been issued from the Company's 2022 Equity Incentive Plan, that was approved by the Members of the Board of Directors on May 14, 2023. F3 · derivative.exercise_date: The Options will vest and become exercisable with respect to 40% of the shares starting May 14, 2023, with one forty-eighth (1/48th) of the shares vesting each calendar month thereafter on the same day of the month as the first vesting date. The remaining 60% of the shares will vest and become exercisable once HeartBeam, Inc. receives FDA Clearance for marketing of HeartBeam?s synthesized 12-Lead product obtained by signal synthesis from the recorded xyz signals. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 02:48 UTC | HeartBeam, Inc. BEAT · Entity 9039 | Exercise / conversionCommon Stock Warrant (right to buy) · Derivative | 5,090 | $3.68 Strike: $0.00 | $18,731.20 |
DisclosureSEC source: 0001213900-23-011777 · ownership.xml · derivative · entry 2 Vajdic Branislav · CIK 0001422425 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728 Underlying: Common Stock · 5,090 shares Expires 2023-02-11 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_price: Cashless exercise of common stock warrant Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 02:48 UTC | HeartBeam, Inc. BEAT · Entity 9039 | Exercise / conversionCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-011777 · ownership.xml · nonDerivative · entry 1 Vajdic Branislav · CIK 0001422425 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 911,391 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 · price: Cashless exercise of common stock warrant Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 22:59 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock option (right to buy) · Derivative | 359,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001779372-22-000020 · wf-form4_165550673218362.xml · derivative · entry 1 Vajdic Branislav · CIK 0001422425 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,000 Underlying: Common Stock · 359,000 shares Expires 2032-01-01 F1 · shares: The options ("Options") have been issued from the 2022 Executive Incentive Plan, that was approved at the Annual Shareholder Meeting held on June 15, 2022. F2 · derivative.exercise_date: The Option will vest and become exercisable with respect to 25% of the shares starting January 1, 2023 and one forty-eighth (1/48th) of the shares shall vest each calendar month thereafter on the same day of the month as the first vesting date, such that 100% of the shares shall be fully vested and exercisable on January 1, 2027. All Options shall accelerate and vest in full upon the Company's termination of the Reporting Person's engagement with the Company following a change in control. Read SEC document |
| March 29, 2022 Filed Apr 1, 2022 01:25 UTC | HeartBeam, Inc. BEAT · Entity 9039 | PurchaseWarrant (right to buy) · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001779372-22-000012 · wf-form4_164877628905987.xml · derivative · entry 1 Vajdic Branislav · CIK 0001422425 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 10,000 shares Expires 2026-11-11 F1 · derivative.exercise_price: The underlying warrant purchased by the reporting person represents the right to purchase one share of common stock of HeartBeam, Inc., at a purchase price of $6.00 per unit. The warrant is publicly trading on Nasdaq under the ticker symbol BEATW. F2 · price: Warrant purchase price $0.35 per unit. Read SEC document |
| December 30, 2021 Filed Jan 4, 2022 00:21 UTC | HeartBeam, Inc. BEAT · Entity 9039 | PurchaseWarrant (right to buy) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001779372-22-000002 · wf-form4_164125564773275.xml · derivative · entry 1 Vajdic Branislav · CIK 0001422425 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2026-11-11 F1 · derivative.exercise_price: The underlying warrant purchased by the reporting person represents the right to purchase one share of common stock of HeartBeam, Inc Read SEC document |
| December 30, 2021 Filed Jan 6, 2022 21:20 UTC Amendment | HeartBeam, Inc. BEAT · Entity 9039 | PurchaseWarrant (right to buy) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001779372-22-000003 · wf-form4a_164150403695996.xml · derivative · entry 1 Vajdic Branislav · CIK 0001422425 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2026-11-11 F1 · derivative.exercise_price: The underlying warrant purchased by the reporting person represents the right to purchase one share of common stock of HeartBeam, Inc., at a purchase price of $6.00 per unit. The warrant is publicly trading on Nasdaq under the ticker symbol BEATW. F2 · price: Warrant purchase price $0.84-$0.85 per unit. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 11:19 UTC | HeartBeam, Inc. BEAT · Entity 9039 | Exercise / conversionCommon Stock | 115,559 | $4.20 | $485,347.80 |
DisclosureSEC source: 0001213900-21-059746 · ownership.xml · nonDerivative · entry 1 Vajdic Branislav · CIK 0001422425 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 910,104 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 · shares: Represents shares purchased from conversion of convertible note, principal and interest of $485,348. 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.