Comparable stake leader
Townsend Battery Partners, LLC
SEC ownership of Beam Global
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001398805.
Disclosed value leader
Townsend Battery Partners, LLC
Comparable rows
0/50
Latest evidence
31 Mar 2026
- Public ticker
- BEEM on Nasdaq
- Parsed ownership sources
-
3/4/5 and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Townsend Battery Partners, LLC
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001398805
- Issuer location
- San Diego, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Beam Global (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Townsend Battery Partners...
Disclosed value leader
Townsend Battery Partners...
Comparable rows
0/50
Latest evidence
31 Mar 2026
3/4/5
13F
Highest disclosed value: $5,557,650
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
Townsend Battery Partners, LLC has the largest disclosed position value at $5.56M.
0 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Townsend Battery Partners, LLC's linked filing trail.
Disclosed position value
Top 5
Townsend Battery Partners, LLC
$5.56M
Desmond C. Wheatley
$1.41M
INTEGRITY WEALTH ADVISORS, INC.
$1.23M
VANGUARD CAPITAL MANAGEMENT LLC
$970.3K
Anthony L. Posawatz
$353.7K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Townsend Battery Partners, LLC |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$5,557,650
1,005,000 shares
|
— | 14 Nov 2022 |
| Desmond C. Wheatley |
3/4/5
Chief Executive Officer, Director
|
—
mixed-class rows
|
$1,407,610
722,311 shares
mixed-class rows
|
— | 04 Jun 2025 |
| INTEGRITY WEALTH ADVISORS, INC. |
13F
Company
|
—
class O/S missing
|
$1,230,960
837,388 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$970,328
660,087 shares
|
— | 31 Mar 2026 |
| Anthony L. Posawatz |
3/4/5
Director
|
—
class O/S missing
|
$353,694
202,111 shares
|
— | 06 Jan 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$341,131
232,026 shares
|
— | 31 Mar 2026 |
| Lisa A. Potok |
3/4/5
Chief Financial Officer
|
—
class O/S missing
|
$309,750
175,000 shares
|
— | 13 Jan 2026 |
| Mark Joseph Myers |
3/4/5
Chief Operating Officer
|
—
class O/S missing
|
$295,000
50,000 shares
|
— | 16 Jan 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$50,024.
Buys
$0
Insiders: 0
Sells
$50,024
Insiders: 1
Net
-$50,024
Shares: -20,700
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 20,700
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 20,700 | $0 | $50,024 | -$50,024 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-9 of 9 reporting-owner rows connected to Beam Global. Open a relationship link for the CIK-to-CIK filing trail.
Rows
9
Largest Forms 3/4/5 holder
Townsend Battery Partners, LLC
Net 12M change
-$50,024
Latest report
13 Jan 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Townsend Battery Partners, LLC | 10%+ Owner | $5,557,650 | Mixed | 14 Nov 2022 | ||
| Desmond C. Wheatley | Chief Executive Officer, Director | $1,407,610 | Mixed | 04 Jun 2025 | ||
| Anthony L. Posawatz | Director | $353,694 | Mixed | 06 Jan 2026 | ||
| Lisa A. Potok | Chief Financial Officer | $309,750 | Mixed | 13 Jan 2026 | ||
| Mark Joseph Myers | Chief Operating Officer | $295,000 | Mixed | 16 Jan 2024 | ||
| Judy Krandel Power | Director | $232,783 | Mixed | 06 Jan 2026 | ||
| Georgios Syllantavos | Director | $196,145 | -$50,024 | -20% | Mixed | 06 Jan 2026 |
| Nancy C. Floyd | Director | $114,289 | Mixed | 13 Jun 2023 | ||
| Peter W. Davidson | Director | $62,502 | Mixed | 23 Sep 2024 |
Recent insider transactions for Beam Global
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Lisa A. Potok | BEEM | Employee Stock Options | Award | 133.3% | 100,000 | 175,000 | 13 Jan 2026 | Direct | ||
| Judy Krandel | BEEM | Common Stock | Award | 116.5% | 71,577 | 133,019 | 06 Jan 2026 | Direct | ||
| Anthony L. Posawatz | BEEM | Common Stock | Award | 54.8% | 71,577 | 202,111 | 06 Jan 2026 | Direct | ||
| George Syllantavos | BEEM | Common Stock | Award | 176.7% | 71,577 | 112,083 | 06 Jan 2026 | Direct | ||
| George Syllantavos | BEEM | Common Stock | Sale | -19.5% | $23,546 | $2.40 | -9,811 | 40,506 | 12 Sep 2025 | Direct |
| George Syllantavos | BEEM | Common Stock | Sale | -1.74% | $2,178 | $2.45 | -889 | 50,317 | 11 Sep 2025 | Direct |
| George Syllantavos | BEEM | Common Stock | Sale | -16.3% | $24,300 | $2.43 | -10,000 | 51,206 | 10 Sep 2025 | Direct |
* marks a reported price that did not pass the local price check.