Quick Takeaways
- BEEM - Beam Global has 9 insiders with reported activity on this page.
- Net insider value flow over the last year: -$50,024.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
Insider Transactions Reported by 9 Insiders of Beam Global
- Symbol
- BEEM on Nasdaq
- Location
- San Diego, CA
What Changed
- Buy value: ; sell value: $50,024.
- Net share flow: -20,700.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$50,024.
Buys
$0
Shares: 0
Insiders: 0
Sells
$50,024
Shares: 20,700
Insiders: 1
Net
-$50,024
Shares: -20,700
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 20,700 | $0 | $50,024 | -$50,024 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Beam Global executives and other stock owners filed with the SEC include:
| 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 |
Top shareholders of Beam Global (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Townsend Battery Partners, LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
1,005,000
|
$5,557,650 | — | 14 Nov 2022 | |
| Desmond C. Wheatley |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
722,311
mixed-class rows
|
$1,407,610 | — | 04 Jun 2025 | |
| INTEGRITY WEALTH ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
742,745
|
$1,114,118 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
704,856
|
$1,057,284 | — | 31 Dec 2025 | |
| Anthony L. Posawatz |
3/4/5
|
Director |
—
class O/S missing
|
202,111
|
$353,694 | — | 06 Jan 2026 | |
| Lisa A. Potok |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
175,000
|
$309,750 | — | 13 Jan 2026 | |
| Mark Joseph Myers |
3/4/5
|
Chief Operating Officer |
—
class O/S missing
|
50,000
|
$295,000 | — | 16 Jan 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
168,700
|
$253,101 | — | 31 Dec 2025 | |
| Judy Krandel Power |
3/4/5
|
Director |
—
class O/S missing
|
133,019
|
$232,783 | — | 06 Jan 2026 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
150,301
|
$225,452 | — | 31 Dec 2025 | |
| Georgios Syllantavos |
3/4/5
|
Director |
—
class O/S missing
|
112,083
|
$196,145 | -$50,024 | 06 Jan 2026 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
124,000
|
$186,000 | — | 31 Dec 2025 | |
| T3 Companies, LLC |
13F
|
Company |
—
class O/S missing
|
110,000
|
$165,000 | — | 31 Dec 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
109,322
|
$163,983 | — | 31 Dec 2025 | |
| Nancy C. Floyd |
3/4/5
|
Director |
—
class O/S missing
|
20,667
|
$114,289 | — | 13 Jun 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
58,228
|
$87,342 | — | 31 Dec 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
29,345
|
$84,514 | — | 31 Dec 2025 | |
| Virtue Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
50,000
|
$81,000 | — | 31 Dec 2025 | |
| Green Alpha Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
47,374
|
$71,061 | — | 31 Dec 2025 | |
| Peter W. Davidson |
3/4/5
|
Director |
—
class O/S missing
|
10,081
|
$62,502 | — | 23 Sep 2024 | |
| Quadrature Capital Ltd |
13F
|
Company |
—
class O/S missing
|
40,514
|
$60,771 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
40,026
|
$60,039 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
33,307
|
$49,961 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
30,342
|
$45,513 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
22,214
|
$33,320 | — | 31 Dec 2025 | |
| PFG Investments, LLC |
13F
|
Company |
—
class O/S missing
|
21,448
|
$32,172 | — | 31 Dec 2025 | |
| XTX Topco Ltd |
13F
|
Company |
—
class O/S missing
|
17,491
|
$26,237 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
16,988
|
$26,000 | — | 31 Dec 2025 | |
| SHUFRO ROSE & CO LLC |
13F
|
Company |
—
class O/S missing
|
15,000
|
$22,500 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
15,000
|
$22,500 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
12,256
|
$18,385 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
12,228
|
$18,342 | — | 31 Dec 2025 | |
| Engineers Gate Manager LP |
13F
|
Company |
—
class O/S missing
|
10,531
|
$15,797 | — | 31 Dec 2025 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
—
class O/S missing
|
9,323
|
$13,984 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
6,989
|
$10,484 | — | 31 Dec 2025 | |
| Smartleaf Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
5,000
|
$7,600 | — | 31 Dec 2025 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
—
class O/S missing
|
2,616
|
$3,924 | — | 31 Dec 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
2,221
|
$3,332 | — | 31 Dec 2025 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
—
class O/S missing
|
2,000
|
$3,000 | — | 31 Dec 2025 | |
| Commonwealth Retirement Investments LLC |
13F
|
Company |
—
class O/S missing
|
1,872
|
$2,808 | — | 31 Dec 2025 | |
| Center for Financial Planning, Inc. |
13F
|
Company |
—
class O/S missing
|
1,000
|
$1,500 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
753
|
$1,130 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
625
|
$938 | — | 31 Dec 2025 | |
| SageView Advisory Group, LLC |
13F
|
Company |
—
class O/S missing
|
96
|
$144 | — | 31 Dec 2025 | |
| MAI Capital Management |
13F
|
Company |
—
class O/S missing
|
39
|
$59 | — | 31 Dec 2025 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
35
|
$53 | — | 31 Dec 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
16
|
$24 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
—
class O/S missing
|
15
|
$22 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for Beam Global
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * 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 |
| Desmond C. Wheatley | BEEM | Common Stock | Tax liability | -49.9% | -533,745 | 535,280 | 04 Jun 2025 | Direct | ||
| Desmond C. Wheatley | BEEM | Common Stock | Award | 437.1% | 870,000 | 1,069,025 | 04 Jun 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.