HeartBeam Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqCM:BEAT Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
06 Sep 24SellUS$3,917George De UriosteIndividual1,674US$2.34
30 Aug 24SellUS$12,705George De UriosteIndividual5,500US$2.31
27 Aug 24SellUS$4,958George De UriosteIndividual2,194US$2.26
26 Aug 24SellUS$6,464George De UriosteIndividual2,800US$2.38

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of BEAT?
Owner TypeNumber of SharesOwnership Percentage
Hedge Funds2,900,00010.9%
Institutions4,199,76815.7%
Individual Insiders4,396,66516.5%
General Public15,169,03756.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 42.14% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.9%
Strome Investment Management, L.P.
2,900,000US$6.9m0%80.67%
7.12%
Andrew Schwartzberg
1,899,545US$4.5m0%no data
5.94%
MDB Capital Group LLC, Asset Management Arm
1,583,423US$3.8m0%5.01%
3.42%
Branislav Vajdic
911,391US$2.2m0%no data
2.82%
The Vanguard Group, Inc.
750,714US$1.8m5.16%no data
1.94%
Bosko Bojovic
517,272US$1.2m0%no data
1.47%
Willem Elfrink
391,622US$936.0k0%no data
1.03%
Mark Strome
273,961US$654.8k0%no data
0.94%
Smith, Salley & Associates, LLC
250,000US$597.5k0%0.04%
0.88%
Geode Capital Management, LLC
233,397US$557.8k9.53%no data
0.64%
Richard Ferrari
171,130US$409.0k0%no data
0.6%
UBS Asset Management AG
160,002US$382.4k0%no data
0.52%
O'Shaughnessy Asset Management, LLC
139,182US$332.6k0%no data
0.52%
Ritholtz Wealth Management
139,182US$332.6k0%0.01%
0.5%
Beacon Pointe Advisors, LLC
133,334US$318.7k0%no data
0.39%
Kestra Private Wealth Services, LLC
103,621US$247.7k13.9%no data
0.38%
Stifel Asset Management Corp.
100,000US$239.0k0%no data
0.36%
Marga Ortigas-Wedekind
95,932US$229.3k0%no data
0.35%
Kenneth Nelson
93,962US$224.6k0%no data
0.3%
Cannon Financial Strategists, Inc.
80,391US$192.1k0%0.03%
0.28%
BlackRock, Inc.
74,648US$178.4k45.1%no data
0.26%
State Street Global Advisors, Inc.
69,573US$166.3k0%no data
0.23%
Pasadena Private Wealth, LLC
60,554US$144.7k3.15%0.03%
0.2%
Spectrum Asset Management Inc
54,400US$130.0k-49.3%0.06%
0.19%
Advisory Research, Inc.
50,000US$119.5k0%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 02:55
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

HeartBeam, Inc. is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin HaynorAlliance Global Partners
William SutherlandBenchmark Company
Leo CarpioJoseph Gunnar & Co., LLC