Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beam GlobalBEEM · Entity 7457 | Chief Financial Officer | September 21, 2026 | September 23, 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.
Beam Global
Report date September 21, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,985 |
Ending reported balance
After 2026-09-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-21 · Grant · Acquired 90,000 · Balance 90,000 F1: Represents shares of common stock granted to the Reporting Person pursuant to the Beam Global 2021 Equity Incentive Plan. The price reported reflects the closing price of the Company's common stock on the date of grant. Row 2 · 2026-09-21 · Tax withholding · Disposed 48,015 · Balance 41,985 F2: These shares were withheld by Beam Global to satisfy the reporting person's tax withholding obligations related to the issuance of the common stock award. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock granted to the Reporting Person pursuant to the Beam Global 2021 Equity Incentive Plan. The price reported reflects the closing price of the Company's common stock on the date of grant.
F2: These shares were withheld by Beam Global to satisfy the reporting person's tax withholding obligations related to the issuance of the common stock award.
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 21, 2026 Filed Sep 23, 2026 16:50 UTC | Beam Global BEEM · Entity 7457 | Tax withholdingCommon Stock | 48,015 | $1.34 | $64,340.10 |
DisclosureSEC source: 0002003131-26-000014 · primary_doc.xml · nonDerivative · entry 2 Potok Lisa A · CIK 0002003131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,985 F2 · shares: These shares were withheld by Beam Global to satisfy the reporting person's tax withholding obligations related to the issuance of the common stock award. Read SEC document |
| September 21, 2026 Filed Sep 23, 2026 16:50 UTC | Beam Global BEEM · Entity 7457 | GrantCommon Stock | 90,000 | $1.34 | $120,600.00 |
DisclosureSEC source: 0002003131-26-000014 · primary_doc.xml · nonDerivative · entry 1 Potok Lisa A · CIK 0002003131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 F1 · shares: Represents shares of common stock granted to the Reporting Person pursuant to the Beam Global 2021 Equity Incentive Plan. The price reported reflects the closing price of the Company's common stock on the date of grant. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 16:10 UTC | Beam Global BEEM · Entity 7457 | GrantEmployee Stock Options · Derivative | 100,000 | $1.77 Strike: $1.77 | $177,000.00 |
DisclosureSEC source: 0002003131-26-000009 · primary_doc.xml · derivative · entry 1 Potok Lisa A · CIK 0002003131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 100,000 shares Expires 2036-01-12 F1 · derivative.exercise_date: The option vests and becomes exercisable immediately. Read SEC document |
| December 04, 2023 Filed Aug 8, 2024 13:04 UTC | Beam Global BEEM · Entity 7457 | GrantEmployee Stock Options · Derivative | 75,000 | $5.50 Strike: $5.50 | $412,500.00 |
DisclosureSEC source: 0002003131-24-000009 · primary_doc.xml · derivative · entry 1 Potok Lisa A · CIK 0002003131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2027-11-30 F1 · derivative.exercise_date: The option vests and becomes exercisable in 48 equal monthly installments with the first vesting date beginning 12/31/23. 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.