Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beam GlobalBEEM · Entity 7457 | Chief Operating Officer | January 16, 2024 | January 23, 2024 |
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 January 16, 2024 · Filed January 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $5.90 · Expires 2027-12-31 | Direct | 50,000 |
Reported balance
After 2024-01-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-01-16 · Grant · Acquired 50,000 · Balance 50,000 F1: The option vests and becomes exercisable in 48 equal monthly installments with the first vesting date beginning on 1/31/24. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests and becomes exercisable in 48 equal monthly installments with the first vesting date beginning on 1/31/24.
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 |
|---|---|---|---|---|---|---|
| January 16, 2024 Filed Jan 23, 2024 19:46 UTC | Beam Global BEEM · Entity 7457 | GrantEmployee Stock Options · Derivative | 50,000 | $5.90 Strike: $5.90 | $295,000.00 |
DisclosureSEC source: 0002003131-24-000002 · primary_doc.xml · derivative · entry 1 Myers Mark Joseph · CIK 0002009127 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2027-12-31 F1 · derivative.exercise_date: The option vests and becomes exercisable in 48 equal monthly installments with the first vesting date beginning on 1/31/24. 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.