Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HeartBeam, Inc.BEAT · Entity 9039 | Chief Technology Officer | July 24, 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 July 24, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 448,290 |
Reported balance
After 2026-07-24 transaction · row 1
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 105,740 · Balance 448,290 F1: 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 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 20:55 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantCommon Stock | 105,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-081458 · ownership.xml · nonDerivative · entry 1 Persen Kenneth Harry · CIK 0001942350 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 448,290 F1 · 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 |
| April 07, 2025 Filed May 1, 2025 15:03 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock option (right to buy) · Derivative | 20,000 | $0.00 Strike: $1.65 | $0.00 |
DisclosureSEC source: 0001213900-25-038171 · ownership.xml · derivative · entry 1 Persen Kenneth Harry · CIK 0001942350 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441,000 Underlying: Common Stock · 20,000 shares Expires 2035-04-07 F1 · derivative.exercise_date: Granted 20,000 options on April 7, 2025, which are scheduled to vest over 4 years with 25% vesting on April 07, 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 01:43 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock option (right to buy) · Derivative | 252,000 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001213900-23-063798 · ownership.xml · derivative · entry 1 Persen Kenneth Harry · CIK 0001942350 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 421,000 Underlying: Common Stock · 252,000 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 23:59 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock option (right to buy) · Derivative | 169,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001779372-23-000017 · wk-form4_1686355142.xml · derivative · entry 1 Persen Kenneth Harry · CIK 0001942350 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,000 Underlying: Common Stock · 169,000 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 of May 14, 2023. 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 |
| March 21, 2023 Filed Mar 24, 2023 00:28 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock option (right to buy) · Derivative | 60,000 | $0.00 Strike: $2.50 | $0.00 |
DisclosureSEC source: 0001779372-23-000008 · wf-form4_167961771712287.xml · derivative · entry 1 Persen Kenneth Harry · CIK 0001942350 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2033-03-21 F1 · shares: The options ("Options") have been issued from the Company's 2022 Equity Incentive Plan, that was approved by the Members of the Board of Directors on March 21, 2023. F2 · derivative.exercise_date: The Option will vest and become exercisable with respect to 25% of the shares starting March 21, 2024 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. Read SEC document |
| September 16, 2022 Filed Oct 7, 2022 21:27 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock option (right to buy) · Derivative | 80,000 | $0.00 Strike: $1.91 | $0.00 |
DisclosureSEC source: 0001779372-22-000043 · wf-form4_166517804228881.xml · derivative · entry 1 Persen Kenneth Harry · CIK 0001942350 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2032-09-16 F1 · shares: The options ("Options") have been issued from the Company's 2022 Equity Incentive Plan, that was approved by the Members of the Board of Directors on September 16, 2022. F2 · derivative.exercise_date: The Option will vest and become exercisable with respect to 25% of the shares starting August 2, 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. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.