Casey M. Tansey - 07 Aug 2025 Form 4 Insider Report for Heartflow, Inc. (HTFL)

Reporting relationship: Director
Issuer ticker: HTFL
Reported as of: 07 Aug 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 11 Aug 2025, 21:00:45 UTC
Prior SEC filing: 05 Aug 2025
Next SEC filing: 16 Oct 2025
Source filing: View source filing
Reporting owner signature: /s/ Angela Ahmad, Attorney-in-Fact for Casey M. Tansey

Key filing fact

Casey M. Tansey filed Form 4 for Heartflow, Inc. (HTFL) on 11 Aug 2025.

Key facts

This page summarizes Casey M. Tansey's Form 4 filing for Heartflow, Inc. (HTFL).
23 reported transactions and 20 derivative rows are listed below.
Accepted by SEC: 11 Aug 2025, 21:00.

Change

Previous filing in this sequence was filed on 05 Aug 2025.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001474322 Primary reporting owner

Tansey Casey M

Relationship: Director
Address: C/O HEARTFLOW, INC., 331 E. EVELYN AVENUE, MOUNTAIN VIEW
Signature: /s/ Angela Ahmad, Attorney-in-Fact for Casey M. Tansey
Signature date: 11 Aug 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HTFL transaction

Common Stock

Conversion of derivative security

Transaction value
Shares: +3,072,759
Change %
Price
Shares after: 3,072,759
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Footnotes: F1, F2, F3, F4, F5, F6

HTFL transaction

Common Stock

Conversion of derivative security

Transaction value
Shares: +98,303
Change %
Price
Shares after: 98,303
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Footnotes: F1, F2, F3, F4, F5, F6

HTFL transaction

Common Stock

Conversion of derivative security

Transaction value
Shares: +16,447
Change %
Price
Shares after: 16,447
Date: 11 Aug 2025
Ownership: Direct
Footnotes: F5

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

HTFL transaction Derivative

Series B-1 Preferred Stock

Conversion of derivative security

Transaction value
Shares: -220,052
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Underlying class: Common Stock
Underlying amount: 220,052
Exercise price
Footnotes: F1, F6

HTFL transaction Derivative

Series B-1 Preferred Stock

Conversion of derivative security

Transaction value
Shares: -330,078
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Underlying class: Common Stock
Underlying amount: 330,078
Exercise price
Footnotes: F1, F6

HTFL transaction Derivative

Series B-1 Preferred Stock

Conversion of derivative security

Transaction value
Shares: -10,560
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Underlying class: Common Stock
Underlying amount: 10,560
Exercise price
Footnotes: F1, F6

HTFL transaction Derivative

Series B-1 Preferred Stock

Conversion of derivative security

Transaction value
Shares: -7,040
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Underlying class: Common Stock
Underlying amount: 7,040
Exercise price
Footnotes: F1, F6

HTFL transaction Derivative

Series B-2 Preferred Stock

Conversion of derivative security

Transaction value
Shares: -220,052
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Underlying class: Common Stock
Underlying amount: 220,052
Exercise price
Footnotes: F1, F6

HTFL transaction Derivative

Series B-2 Preferred Stock

Conversion of derivative security

Transaction value
Shares: -330,078
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Underlying class: Common Stock
Underlying amount: 330,078
Exercise price
Footnotes: F1, F6

HTFL transaction Derivative

Series B-2 Preferred Stock

Conversion of derivative security

Transaction value
Shares: -10,560
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Underlying class: Common Stock
Underlying amount: 10,560
Exercise price
Footnotes: F1, F6

HTFL transaction Derivative

Series B-2 Preferred Stock

Conversion of derivative security

Transaction value
Shares: -7,040
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Underlying class: Common Stock
Underlying amount: 7,040
Exercise price
Footnotes: F1, F6

HTFL transaction Derivative

Series C Preferred Stock

Conversion of derivative security

Transaction value
Shares: -665,623
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Underlying class: Common Stock
Underlying amount: 665,623
Exercise price
Footnotes: F2, F6

HTFL transaction Derivative

Series C Preferred Stock

Conversion of derivative security

Transaction value
Shares: -21,295
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Underlying class: Common Stock
Underlying amount: 21,295
Exercise price
Footnotes: F2, F6

HTFL transaction Derivative

Series D Preferred Stock

Conversion of derivative security

Transaction value
Shares: -10,106
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Underlying class: Common Stock
Underlying amount: 10,106
Exercise price
Footnotes: F3, F6

HTFL transaction Derivative

Series D Preferred Stock

Conversion of derivative security

Transaction value
Shares: -80,855
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Underlying class: Common Stock
Underlying amount: 80,855
Exercise price
Footnotes: F3, F6

HTFL transaction Derivative

Series D Preferred Stock

Conversion of derivative security

Transaction value
Shares: -323
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Underlying class: Common Stock
Underlying amount: 323
Exercise price
Footnotes: F3, F6

HTFL transaction Derivative

Series D Preferred Stock

Conversion of derivative security

Transaction value
Shares: -2,586
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Underlying class: Common Stock
Underlying amount: 2,586
Exercise price
Footnotes: F3, F6

HTFL transaction Derivative

Series F Preferred Stock

Conversion of derivative security

Transaction value
Shares: -1,164,179
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Underlying class: Common Stock
Underlying amount: 1,164,179
Exercise price
Footnotes: F4, F6

HTFL transaction Derivative

Series F Preferred Stock

Conversion of derivative security

Transaction value
Shares: -37,244
Change %: -100%
Price
Shares after: 0
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Underlying class: Common Stock
Underlying amount: 37,244
Exercise price
Footnotes: F4, F6

HTFL transaction Derivative

Convertible Promissory Note

Conversion of derivative security

Transaction value: $0
Shares: -51,736
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 11 Aug 2025
Ownership: By U.S. Venture Partners X, L.P.
Underlying class: Common Stock
Underlying amount: 51,736
Exercise price: $15.20
Footnotes: F5, F6

HTFL transaction Derivative

Convertible Promissory Note

Conversion of derivative security

Transaction value: $0
Shares: -1,655
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 11 Aug 2025
Ownership: By USVP X Affiliates, L.P.
Underlying class: Common Stock
Underlying amount: 1,655
Exercise price: $15.20
Footnotes: F5, F6

HTFL transaction Derivative

Convertible Promissory Note

Conversion of derivative security

Transaction value: $0
Shares: -16,447
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 11 Aug 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 16,447
Exercise price: $15.20
Footnotes: F5

HTFL transaction Derivative

Stock Option

Award

Transaction value: $0
Shares: +47,420
Change %
Price: $0.000000
Shares after: 47,420
Date: 07 Aug 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 47,420
Exercise price: $19.00
Footnotes: F7

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote F1

Each share of Series B-1 preferred stock and Series B-2 preferred stock automatically converted into approximately 0.4031 shares of Heartflow, Inc.'s ("Heartflow") common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis.

Footnote F2

Each share of Series C preferred stock automatically converted into approximately 0.5764 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis.

Footnote F3

Each share of Series D preferred stock automatically converted into approximately 0.6467 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis.

Footnote F4

Each share of Series F preferred stock automatically converted into approximately 0.3425 shares of Heartflow's common stock immediately prior to the closing of Heartflow's initial public offering. These shares are reported in Table II above on an as-converted basis.

Footnote F5

Upon the closing of Heartflow's initial public offering, the convertible promissory notes automatically converted into shares of Heartflow's common stock at a conversion price of 80% of the price per share in Heartflow's initial public offering, subject to a valuation ceiling of $2.0 billion. The shares of common stock that were issuable upon conversion of the convertible promissory note had no expiration date. These shares are reported in Table II above on an as-converted basis.

Footnote F6

Presidio Management Group X, L.L.C. ("PMG X") is the general partner of U.S. Venture Partners X, L.P. and USVP X Affiliates, L.P. The Reporting Person, Steven M. Krausz, Richard W. Lewis, Jonathan D. Root and Irwin Federman are the managing members of PMG X, and share voting and dispositive power with respect to the shares held by U.S. Venture Partners X, L.P. and USVP X Affiliates, L.P. Each of the managing members of PMG X disclaims beneficial ownership of such holdings, except to the extent of their pecuniary interest in the shares, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.

Footnote F7

The option will vest in full on the earlier of Heartflow's annual meeting of shareholders in 2026 and the first anniversary of the grant date, subject to continued service through such date.

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