Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HeartBeam, Inc.BEAT · Entity 9039 | Director | October 02, 2026 | October 09, 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 October 02, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 93,750 |
Reported balance
After 2026-10-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-02 · Grant · Acquired 93,750 · Balance 93,750 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting. F2: The RSUs were granted on October 2, 2026 under the Issuer's 2022 Equity Incentive Plan, as amended (the "Plan"), as an annual RSU award to non-employee directors. One hundred percent (100%) of the RSUs will vest on the earlier of October 2, 2027 or the date of the Issuer's next annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service as a non-employee director through the vesting date. Vested RSUs will be settled in shares of common stock. RSUs do not expire. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.44 · Expires 2036-10-02 | Direct | 81,250 |
Reported balance
After 2026-10-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-02 · Grant · Acquired 81,250 · Balance 81,250 F3: The stock option was granted on October 2, 2026 under the Plan. The option vests as to one-half (1/2) of the underlying shares on the grant date, and as to the remaining one-half (1/2) on January 1, 2027, subject to the Reporting Person's continued service as a non-employee director through the applicable vesting date, with full acceleration of any then-unvested shares immediately prior to a Change in Control (as defined in the Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting.
F2: The RSUs were granted on October 2, 2026 under the Issuer's 2022 Equity Incentive Plan, as amended (the "Plan"), as an annual RSU award to non-employee directors. One hundred percent (100%) of the RSUs will vest on the earlier of October 2, 2027 or the date of the Issuer's next annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service as a non-employee director through the vesting date. Vested RSUs will be settled in shares of common stock. RSUs do not expire.
F3: The stock option was granted on October 2, 2026 under the Plan. The option vests as to one-half (1/2) of the underlying shares on the grant date, and as to the remaining one-half (1/2) on January 1, 2027, subject to the Reporting Person's continued service as a non-employee director through the applicable vesting date, with full acceleration of any then-unvested shares immediately prior to a Change in Control (as defined in the Plan).
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 |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 9, 2026 20:21 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantStock Option (right to buy) · Derivative | 81,250 | $0.00 Strike: $0.44 | $0.00 |
DisclosureSEC source: 0001213900-26-108488 · ownership.xml · derivative · entry 2 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,250 Underlying: Common Stock · 81,250 shares Expires 2036-10-02 F3 · derivative.exercise_date: The stock option was granted on October 2, 2026 under the Plan. The option vests as to one-half (1/2) of the underlying shares on the grant date, and as to the remaining one-half (1/2) on January 1, 2027, subject to the Reporting Person's continued service as a non-employee director through the applicable vesting date, with full acceleration of any then-unvested shares immediately prior to a Change in Control (as defined in the Plan). Read SEC document |
| October 02, 2026 Filed Oct 9, 2026 20:21 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantRestricted Stock Units · Derivative | 93,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-108488 · ownership.xml · derivative · entry 1 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,750 Underlying: Common Stock · 93,750 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock upon vesting. F2 · derivative.exercise_date: The RSUs were granted on October 2, 2026 under the Issuer's 2022 Equity Incentive Plan, as amended (the "Plan"), as an annual RSU award to non-employee directors. One hundred percent (100%) of the RSUs will vest on the earlier of October 2, 2027 or the date of the Issuer's next annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service as a non-employee director through the vesting date. Vested RSUs will be settled in shares of common stock. RSUs do not expire. F2 · derivative.expiration_date: The RSUs were granted on October 2, 2026 under the Issuer's 2022 Equity Incentive Plan, as amended (the "Plan"), as an annual RSU award to non-employee directors. One hundred percent (100%) of the RSUs will vest on the earlier of October 2, 2027 or the date of the Issuer's next annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service as a non-employee director through the vesting date. Vested RSUs will be settled in shares of common stock. RSUs do not expire. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 00:46 UTC | HeartBeam, Inc. BEAT · Entity 9039 | PurchaseCommon Stock | 25,000 | $0.80 | $20,000.00 |
DisclosureSEC source: 0001213900-26-044833 · ownership.xml · nonDerivative · entry 1 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,293 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 21:39 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantCommon Stock(right to buy) · Derivative | 44,827 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001213900-26-033048 · ownership.xml · derivative · entry 1 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,827 Underlying: Common Stock · 44,827 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 |
| June 12, 2024 Filed Jun 20, 2024 19:20 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantCommon Stock | 33,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001779372-24-000007 · wk-form4_1718911239.xml · nonDerivative · entry 2 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,293 F2 · ownership.direct: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of June 12, 2025, or the date of the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's 2022 Equity Inventive Plan) through the applicable vesting date. Read SEC document |
| July 13, 2023 Filed Jul 18, 2023 01:58 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantCommon Stock | 23,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-057565 · ownership.xml · nonDerivative · entry 1 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,108 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of July 13, 2024 or the date of the Issuer's 2024 annual meeting of stockholders, subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's 2022 Equity Inventive Plan) through the applicable vesting date. Read SEC document |
| July 15, 2022 Filed Jul 20, 2022 01:32 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantCommon Stock | 55,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001779372-22-000029 · wf-form4_165828071665697.xml · nonDerivative · entry 1 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,147 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of July 15, 2023 or the date of the Issuer's 2023 annual meeting of stockholders, subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's 2022 Equity Inventive Plan) through the applicable vesting date. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 02:59 UTC | HeartBeam, Inc. BEAT · Entity 9039 | GrantWarrant (right to buy) · Derivative | 9,000 | $6.00 | $54,000.00 |
DisclosureSEC source: 0001213900-21-059715 · ownership.xml · derivative · entry 3 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2026-11-11 F3 · derivative.exercise_price: The underlying warrant granted to the reporting person represents the right to purchase one share of common stock of HeartBeam, Inc. F4 · ownership.nature: The underlying warrant is held by the Wedekind Living Trust, of which the Reporting Person is the trustee. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 02:59 UTC | HeartBeam, Inc. BEAT · Entity 9039 | PurchaseCommon Stock | 9,000 | $5.99 | $53,910.00 |
DisclosureSEC source: 0001213900-21-059715 · ownership.xml · nonDerivative · entry 2 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 16,824 F2 · ownership.nature: The underlying common stock is held by the Wedekind Living Trust, of which the Reporting Person is the trustee. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 02:59 UTC | HeartBeam, Inc. BEAT · Entity 9039 | Exercise / conversionCommon Stock | 7,824 | $4.20 | $32,860.80 |
DisclosureSEC source: 0001213900-21-059715 · ownership.xml · nonDerivative · entry 1 Ortigas-Wedekind Marga · CIK 0001453971 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,824 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 $32,861. F2 · ownership.nature: The underlying common stock is held by the Wedekind Living Trust, of which the Reporting Person is the trustee. 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.