Beam Global (BEEM)
San Diego, CA, US
Beam Global is an innovative clean technology enterprise focused on the creation, development, production, and sale of sustainably powered products. These solutions primarily address the needs of electric vehicle (EV) charging infrastructure, outdoor advertising and branding, and ensuring power reliability. The company's core offerings encompass the EV ARC, an autonomous renewable charger that integrates solar energy and battery storage to supply power to factory-installed EV charging stations. Another key product is the Solar Tree DCFC, an independent, renewable energy generation and storage system mounted on a single column, designed to deliver a 50kW direct current (DC) fast charge to one or more electric vehicles, including larger models. Additionally, Beam Global provides the EV ARC DCFC, a dedicated DC fast charging system for EVs. Currently under development are several new initiatives: the EV-Standard, a versatile unit that combines a lamp standard with EV charging and emergency power capabilities, leveraging existing streetlamp foundations and integrating solar, wind, grid connection, and onboard energy storage to facilitate curbside charging; and the UAV ARC, an off-grid, renewably energized network specifically engineered for charging fleets of unmanned aerial vehicles (UAVs). Established in 2006 and based in San Diego, California, the company rebranded as Beam Global in September 2020, having previously been known as Envision Solar International, Inc.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -6.49% | -5.98% | +13.82% | +21.83% | -5.46% | +15.33% | +8.13% | -85.64% | -92.51% | -76.78% | -90.52% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 3 |
21.67
+1,906.5%
|
-
Revenue growth Solar: +18.1%-42.8% Q1'26: -50.5% (vs Q1'25)
-
EPS growth Solar: +43.7%-109.1% Q1'26: +68.3% (vs Q1'25)
-
FCF margin FCF growth · Solar: +87.8%-49.7% Q1'26: -74.0% (vs Q1'25)
-
EBIT margin Solar: +4.0%-59.3% Q1'26: -214.5% (vs Q1'25)
-
ROIC Solar: +1.3%-66.0% Q1'26: -127.8% (vs Q1'25)
-
Share dilution Solar: 0.0%+15.0% Q1'26: +36.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Solar: 0.12×-0.12× Q1'26: -0.05× (vs Q1'25)
| Metric |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 3 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
5.11M
est: 6.50M (-21.4%)
|
6.21M
est: 5.59M (+11.0%)
|
9.00M
est: 8.49M (+6.0%)
|
22.00M
est: 21.36M (+3.0%)
|
67.35M
est: 68.89M (-2.2%)
|
49.34M
est: 53.32M (-7.5%)
|
28.24M
est: 26.13M (+8.1%)
|
39.87M
39.33M – 40.39M
+52.6% YoY
|
51.40M
47.40M – 55.40M
+28.9% YoY
|
64.20M
59.93M – 69.40M
+24.9% YoY
|
61.20M
57.13M – 66.15M
-4.7% YoY
|
| EBITDA |
-3.17M
est: -3.56M (+10.9%)
|
-5.16M
est: -3.07M (-68.1%)
|
-6.47M
est: -4.66M (-38.9%)
|
-18.56M
est: -11.71M (-58.5%)
|
-14.17M
est: -37.78M (+62.5%)
|
-6.84M
est: -25.00M (+72.6%)
|
-12.22M
est: -12.25M (+0.3%)
|
-18.69M
-18.94M – -18.44M
-52.6% YoY
|
-24.10M
-25.98M – -22.23M
-28.9% YoY
|
-30.10M
-32.54M – -28.10M
-24.9% YoY
|
-28.70M
-31.02M – -26.79M
+4.7% YoY
|
| EBIT |
-3.21M
est: -3.81M (+15.7%)
|
-5.20M
est: -3.28M (-58.4%)
|
-6.59M
est: -4.98M (-32.4%)
|
-19.68M
est: -12.53M (-57.1%)
|
-16.04M
est: -40.40M (+60.3%)
|
-11.34M
est: -28.67M (+60.4%)
|
-16.75M
est: -14.05M (-19.2%)
|
-21.44M
-21.72M – -21.15M
-52.6% YoY
|
-27.64M
-29.79M – -25.49M
-28.9% YoY
|
-34.52M
-37.32M – -32.22M
-24.9% YoY
|
-32.91M
-35.57M – -30.72M
+4.7% YoY
|
| Net Income |
-3.93M
est: -9.50M (+58.6%)
|
-5.21M
est: -8.90M (+41.4%)
|
-6.60M
est: -10.62M (+37.9%)
|
-19.68M
est: -23.27M (+15.4%)
|
-16.06M
est: -17.16M (+6.4%)
|
-11.28M
est: -11.94M (+5.5%)
|
-27.00M
est: -25.77M (-4.8%)
|
-8.80M
-9.08M – -8.52M
+65.9% YoY
|
-2.90M
-8.07M – 4.20M
+67.0% YoY
|
6.10M
5.38M – 6.50M
+310.3% YoY
|
-4.20M
-4.65M – -3.84M
-168.9% YoY
|
| SGA |
2.71M
est: 3.50M (-22.6%)
|
4.24M
est: 3.01M (+40.8%)
|
5.27M
est: 4.57M (+15.4%)
|
16.85M
est: 11.49M (+46.7%)
|
14.71M
est: 37.05M (-60.3%)
|
21.57M
est: 28.64M (-24.7%)
|
19.17M
est: 14.03M (+36.6%)
|
21.41M
21.12M – 21.70M
+52.6% YoY
|
27.61M
25.46M – 29.76M
+28.9% YoY
|
34.48M
32.19M – 37.28M
+24.9% YoY
|
32.87M
30.69M – 35.53M
-4.7% YoY
|
| EPS |
-0.88
est: -0.65 (-35.4%)
|
-0.84
est: -0.61 (-38.0%)
|
-0.74
est: -0.73 (-1.8%)
|
-1.99
est: -1.59 (-25.1%)
|
-1.30
est: -1.14 (-14.1%)
|
-0.77
est: -0.71 (-8.5%)
|
-1.61
est: -1.53 (-5.1%)
|
-0.52
-0.54 – -0.51
+65.9% YoY
|
-0.12
-0.48 – 0.25
+78.0% YoY
|
0.35
0.32 – 0.39
+404.3% YoY
|
-0.25
-0.28 – -0.23
-171.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-12 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-11 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Trust f/b/o David B. Townsend U/A dated December 19, 1996 | 1.06M | 10.50% | — | 1.06M | — | 1.06M | OO | — | 2022-07-08 | ↗ |
| 2 | AWM Investment Company, Inc. | 907.2K | 6.40% | 907.2K | — | 907.2K | — | — | Delaware, United States | 2024-02-14 | ↗ |
| 3 | 2013 David Townsend Enterprises Trust | 838.2K | 8.30% | — | 838.2K | — | 838.2K | OO | — | 2022-12-23 | ↗ |
| 4 | 2013 Dennis Townsend Enterprises Trust | 838.2K | 8.30% | — | 838.2K | — | 838.2K | OO | — | 2022-12-23 | ↗ |
| 5 | David B. Townsend | 838.2K | 8.30% | — | 838.2K | — | 838.2K | IN | — | 2022-12-23 | ↗ |
| 6 | Dennis W. Townsend | 838.2K | 8.30% | — | 838.2K | — | 838.2K | IN | — | 2022-12-23 | ↗ |
| 7 | EPS Holding, LLC | 838.2K | 8.30% | — | 838.2K | — | 838.2K | OO | — | 2022-12-23 | ↗ |
| 8 | TBP Investments, LLC | 838.2K | 8.30% | — | 838.2K | — | 838.2K | OO | — | 2022-12-23 | ↗ |
| 9 | TES Co-Investor, LLC | 838.2K | 8.30% | — | 838.2K | — | 838.2K | OO | — | 2022-12-23 | ↗ |
| 10 | TES Holding, LLC | 838.2K | 8.30% | — | 838.2K | — | 838.2K | OO | — | 2022-12-23 | ↗ |
| 11 | Townsend AC, LLC | 838.2K | 8.30% | 838.2K | — | 838.2K | — | OO | — | 2022-12-23 | ↗ |
| 12 | Townsend Battery Partners, LLC | 838.2K | 8.30% | — | 838.2K | — | 838.2K | OO | — | 2022-12-23 | ↗ |
| 13 | Townsend Energy Solutions, LLC | 838.2K | 8.30% | — | 838.2K | — | 838.2K | OO | — | 2022-12-23 | ↗ |
| 14 | Townsend Ventures, LLC | 838.2K | 8.30% | 838.2K | — | 838.2K | — | OO | — | 2022-12-23 | ↗ |
| 15 | Trust f/b/o David B. Townsend U/A dated December 19, 1996 | 838.2K | 8.30% | — | 838.2K | — | 838.2K | OO | — | 2022-12-23 | ↗ |
| 16 | (1)Names of reporting persons. BlackRock, Inc. | 542.7K | 6.10% | 538.6K | — | 542.7K | — | HC | Delaware | 2022-02-04 | ↗ |
| 17 | 98-0557567 | 467.2K | 4.70% | 465.8K | — | 467.2K | — | IA, HC | Bermuda | 2022-04-11 | ↗ |
| 18 | Arosa Capital Management LP 80-0948256 | 240.0K | 2.90% | — | 240.0K | — | 240.0K | IA | (4) Citizenship or Place of Organization | 2021-02-16 | ↗ |
| 19 | Arosa Opportunistic Fund LP 98-1138847 | 240.0K | 2.90% | — | 240.0K | — | 240.0K | PN | (4) Citizenship or Place of Organization | 2021-02-16 | ↗ |
| 20 | Till Bechtolsheimer | 240.0K | 2.90% | — | 240.0K | — | 240.0K | IN | (4) Citizenship or Place of Organization | 2021-02-16 | ↗ |
| 21 | (1) BlackRock, Inc. | 169.7K | 1.70% | 169.4K | — | 169.7K | — | HC | Delaware | 2022-07-08 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 704.9K +44.2K (+6.7%) | 1.06M -845.3K (-44.4%) | 3.98% -0.278 pp | 0.00% +0.000 pp | USD19.41 -92.3% | 22 qtrs — |
| 2 | INTEGRITY WEALTH ADVISORS, INC. | 541.5K +436.9K (+417.7%) | 812.3K +511.0K (+169.6%) | 3.06% +2.386 pp | 0.55% +0.445 pp | USD1.77 -15.3% | 2 qtrs — |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 168.7K +2.8K (+1.7%) | 253.1K -224.9K (-47.0%) | 0.95% -0.117 pp | 0.00% +0.000 pp | USD21.79 -93.1% | 22 qtrs — |
| 4 | BLACKROCK, INC. | 150.3K +— (+0.0%) | 225.5K -207.4K (-47.9%) | 0.85% -0.120 pp | 0.00% +0.000 pp | USD4.91 -69.5% | 6 qtrs — |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 124.0K +90.3K (+268.0%) | 186.0K +88.9K (+91.6%) | 0.70% +0.483 pp | 0.00% +0.000 pp | USD1.67 -10.2% | 3 qtrs — |
| 6 | — | 110.0K +110.0K (+100.0%) | 165.0K +165.0K (+100.0%) | 0.62% +0.622 pp | 0.20% +0.205 pp | USD1.50 +0.0% | 1 qtrs NEW |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 109.3K +11.3K (+11.5%) | 164.0K -118.3K (-41.9%) | 0.62% -0.015 pp | 0.00% +0.000 pp | USD3.38 -55.6% | 21 qtrs — |
| 8 | STATE STREET CORP | 58.2K +8.7K (+17.6%) | 87.3K -55.3K (-38.8%) | 0.33% +0.010 pp | 0.00% +0.000 pp | USD23.62 -93.6% | 21 qtrs — |
| 9 | LIDO ADVISORS, LLC | 29.3K +— (+0.0%) | 84.5K +— (+0.0%) | 0.17% -0.024 pp | 0.00% +0.000 pp | USD18.38 -91.8% | 22 qtrs — |
| 10 | VIRTUE CAPITAL MANAGEMENT, LLC | 50.0K +46.5K (+1,339.7%) | 81.0K -297.4K (-78.6%) | 0.28% +0.260 pp | 0.01% -0.050 pp | USD1.64 -8.5% | 9 qtrs — |
| 11 | GREEN ALPHA ADVISORS, LLC | 47.4K +27.9K (+143.3%) | 71.1K +15.0K (+26.7%) | 0.27% +0.142 pp | 0.07% +0.011 pp | USD6.18 -75.7% | 16 qtrs — |
| 12 | QUADRATURE CAPITAL LTD | 40.5K +40.5K (+100.0%) | 60.8K +60.8K (+100.0%) | 0.23% +0.229 pp | 0.00% +0.001 pp | USD1.50 +0.0% | 1 qtrs NEW |
| 13 | CITADEL ADVISORS LLC | 40.0K +40.0K (+100.0%) | 60.0K +60.0K (+100.0%) | 0.23% +0.226 pp | 0.00% +0.000 pp | USD1.50 +0.0% | 1 qtrs NEW |
| 14 | NORTHERN TRUST CORP | 33.3K +— (+0.0%) | 50.0K -46.0K (-47.9%) | 0.19% -0.027 pp | 0.00% +0.000 pp | USD12.76 -88.2% | 22 qtrs — |
| 15 | TWO SIGMA INVESTMENTS, LP | 30.3K -5.1K (-14.4%) | 45.5K -56.6K (-55.4%) | 0.17% -0.057 pp | 0.00% 0.000 pp | USD2.88 -47.9% | 2 qtrs — |
| 16 | ADVISOR GROUP HOLDINGS, INC. | 22.2K +8.8K (+65.0%) | 33.3K -3.6K (-9.7%) | 0.13% +0.039 pp | 0.00% +0.000 pp | USD3.43 -56.3% | 22 qtrs — |
| 17 | PFG INVESTMENTS, LLC | 21.4K +1.9K (+9.6%) | 32.2K -24.2K (-42.9%) | 0.12% -0.005 pp | 0.00% -0.001 pp | USD10.02 -85.0% | 12 qtrs — |
| 18 | XTX TOPCO LTD | 17.5K +2.0K (+12.6%) | 26.2K -18.5K (-41.3%) | 0.10% -0.001 pp | 0.00% -0.002 pp | USD2.73 -45.1% | 2 qtrs — |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | 17.0K -2.3K (-11.9%) | 26.0K -30.0K (-53.6%) | 0.10% -0.028 pp | 0.00% +0.000 pp | USD14.22 -89.5% | 20 qtrs — |
| 20 | SHUFRO ROSE & CO LLC | 15.0K +— (+0.0%) | 22.5K -8.1K (-26.5%) | 0.08% -0.012 pp | 0.00% -0.001 pp | USD2.04 -26.5% | 8 qtrs — |
| 21 | UBS GROUP AG | 15.0K +14.7K (+4,487.2%) | 22.5K +21.6K (+2,288.5%) | 0.08% +0.083 pp | 0.00% +0.000 pp | USD1.50 +0.0% | 22 qtrs — |
| 22 | MORGAN STANLEY | 12.3K -1.1K (-8.0%) | 18.4K -20.0K (-52.1%) | 0.07% -0.017 pp | 0.00% +0.000 pp | USD15.00 -90.0% | 22 qtrs — |
| 23 | JANE STREET GROUP, LLC | 12.2K -45.3K (-78.8%) | 18.3K -147.4K (-88.9%) | 0.07% -0.302 pp | 0.00% +0.000 pp | USD2.88 -47.9% | 2 qtrs — |
| 24 | ENGINEERS GATE MANAGER LP | 10.5K +10.5K (+100.0%) | 15.8K +15.8K (+100.0%) | 0.06% +0.060 pp | 0.00% +0.000 pp | USD1.50 +0.0% | 1 qtrs NEW |
| 25 | GROUP ONE TRADING, L.P. | 9.3K +8.2K (+725.8%) | 14.0K +10.7K (+330.0%) | 0.05% +0.045 pp | 0.00% +0.000 pp | USD1.67 -10.2% | 2 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 7.0K -1.0 (0.0%) | 10.5K -9.6K (-47.9%) | 0.04% -0.006 pp | 0.00% +0.000 pp | USD9.02 -83.4% | 21 qtrs — |
| 27 | SMARTLEAF ASSET MANAGEMENT LLC | 5.0K +5.0K (+100.0%) | 7.6K +7.6K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD1.50 +0.0% | 1 qtrs NEW |
| 28 | JONES FINANCIAL COMPANIES LLLP | 2.6K +— (+0.0%) | 3.9K -2.8K (-41.6%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD2.23 -32.7% | 6 qtrs — |
| 29 | TOWER RESEARCH CAPITAL LLC (TRC) | 2.2K -905.0 (-29.0%) | 3.3K -5.7K (-63.0%) | 0.01% -0.008 pp | 0.00% 0.000 pp | USD1.61 -6.8% | 12 qtrs — |
| 30 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 2.0K +— (+0.0%) | 3.0K -2.8K (-47.9%) | 0.01% -0.002 pp | 0.00% 0.000 pp | USD15.31 -90.2% | 15 qtrs — |
| 31 | COMMONWEALTH RETIREMENT INVESTMENTS LLC | 1.9K +1.9K (+100.0%) | 2.8K +2.8K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.001 pp | USD1.50 +0.0% | 1 qtrs NEW |
| 32 | CENTER FOR FINANCIAL PLANNING, INC. | 1.0K +— (+0.0%) | 1.5K -1.4K (-47.9%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD12.16 -87.7% | 22 qtrs — |
| 33 | JPMORGAN CHASE & CO | 753.00 +— (+0.0%) | 1.1K -1.0K (-47.9%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD4.95 -69.7% | 12 qtrs — |
| 34 | WELLS FARGO & COMPANY/MN | 625.00 +— (+0.0%) | 938.00 -862.0 (-47.9%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD40.00 -96.3% | 22 qtrs — |
| 35 | SAGEVIEW ADVISORY GROUP, LLC | 96.00 +96.0 (+100.0%) | 144.00 +144.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.50 +0.0% | 1 qtrs NEW |
| 36 | MAI CAPITAL MANAGEMENT | 39.00 +— (+0.0%) | 59.00 -54.0 (-47.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.15 -52.4% | 5 qtrs — |
| 37 | SBI SECURITIES CO., LTD. | 35.00 -77.0 (-68.8%) | 53.00 -270.0 (-83.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD1.89 -20.6% | 5 qtrs — |
| 38 | NEWEDGE ADVISORS, LLC | 16.00 +— (+0.0%) | 24.00 -22.0 (-47.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.13 -79.0% | 12 qtrs — |
| 39 | BNP PARIBAS ARBITRAGE, SNC | 15.00 +— (+0.0%) | 22.00 -21.0 (-48.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.60 -42.3% | 5 qtrs — |
| 40 | ALLWORTH FINANCIAL LP | — -100.0 (-100.0%) | — -288.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 12 qtrs SOLD |
| 41 | JNBA FINANCIAL ADVISORS | — -4.0K (-100.0%) | — -11.5K (-100.0%) | 0.00% -0.026 pp | 0.00% -0.001 pp | USD— | 16 qtrs SOLD |
| 42 | FMR LLC | — -800.0 (-100.0%) | — -2.3K (-100.0%) | 0.00% -0.005 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 43 | PEAK6 LLC | — -256.4K (-100.0%) | — -738.4K (-100.0%) | 0.00% -1.654 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 44 | PRINCIPAL SECURITIES, INC. | — -165.0 (-100.0%) | — -475.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 9 qtrs SOLD |
| 45 | ROYAL BANK OF CANADA | — -3.2K (-100.0%) | — -9.0K (-100.0%) | 0.00% -0.021 pp | 0.00% +0.000 pp | USD— | 22 qtrs SOLD |
| 46 | SIMPLEX TRADING, LLC | — -8.7K (-100.0%) | — -25.0K (-100.0%) | 0.00% -0.056 pp | 0.00% +0.000 pp | USD— | 19 qtrs SOLD |
| 47 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | — -600.0 (-100.0%) | — -1.7K (-100.0%) | 0.00% -0.004 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 48 | BOKF, NA | — -500.0 (-100.0%) | — -1.4K (-100.0%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 49 | BELL INVESTMENT ADVISORS, INC | — -205.0 (-100.0%) | — -591.0 (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.01% | 77.9K | 0.60% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 296.2K | 0.05% |
| 3 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 1.5K | 0.03% |
| 4 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 4.1K | 0.17% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 300.53 | 0.17% |
| 6 | Vanguard Total Stock Market ETF VTI | 0.00% | 695.3K | 0.03% |
| 7 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 1.5K | 0.22% |
| 8 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 829.58 | 0.22% |
| 9 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 335.15 | 0.22% |
| 10 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 36.91 | 0.22% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-13 | Potok Lisa A | Officer | A-Award | A | Employee Stock Options | 100,000 | 1.77 | 177.0K | 175,000 | D | ↗ |
| 2026-01-06 | Syllantavos Georgios | Director | A-Award | A | Common Stock | 71,577 | 1.75 | 125.3K | 112,083 | D | ↗ |
| 2026-01-06 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 71,577 | 1.75 | 125.3K | 202,111 | D | ↗ |
| 2026-01-06 | Krandel Judy | Director | A-Award | A | Common Stock | 71,577 | 1.75 | 125.3K | 133,019 | D | ↗ |
| 2025-09-12 | Syllantavos George | Director | S-Sale | D | Common Stock | 9,811 | 2.40 | 23.5K | 40,506 | D | ↗ |
| 2025-09-11 | Syllantavos George | Director | S-Sale | D | Common Stock | 889 | 2.45 | 2.2K | 50,317 | D | ↗ |
| 2025-09-10 | Syllantavos George | Director | S-Sale | D | Common Stock | 10,000 | 2.43 | 24.3K | 51,206 | D | ↗ |
| 2025-06-04 | WHEATLEY DESMOND C | Director / Officer | A-Award | A | Common Stock | 870,000 | 1.55 | 1.35M | 1,069,025 | D | ↗ |
| 2025-02-28 | WHEATLEY DESMOND C | Director / Officer | A-Award | A | Common Stock | 187,031 | 0.00 | — | 313,768 | D | ↗ |
| 2025-02-01 | WHEATLEY DESMOND C | Director / Officer | A-Award | A | Common Stock | 35,625 | 0.00 | — | 148,593 | D | ↗ |
| 2025-01-02 | Syllantavos George | Director | A-Award | A | Common Stock | 40,453 | 3.09 | 125.0K | 61,206 | D | ↗ |
| 2025-01-02 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 40,453 | 3.09 | 125.0K | 104,285 | D | ↗ |
| 2025-01-02 | Krandel Judy | Director | A-Award | A | Common Stock | 40,453 | 3.09 | 125.0K | 61,443 | D | ↗ |
| 2024-09-23 | DAVIDSON PETER WARNER | Director | F-InKind | D | Common Stock | 10,080 | 0.00 | — | 10,081 | D | ↗ |
| 2024-07-31 | Syllantavos George | Director | A-Award | A | Common Stock | 20,161 | 6.20 | 125.0K | 20,753 | — | ↗ |
| 2024-07-31 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 20,161 | 6.20 | 125.0K | 90,081 | — | ↗ |
| 2024-07-31 | Krandel Judy | Director | A-Award | A | Common Stock | 20,161 | 6.20 | 125.0K | 27,489 | — | ↗ |
| 2024-07-31 | DAVIDSON PETER WARNER | Director | A-Award | A | Common Stock | 20,161 | 6.20 | 125.0K | 73,270 | — | ↗ |
| 2024-06-03 | WHEATLEY DESMOND C | Director / Officer | S-Sale | D | Common Stock | 437 | 5.88 | 2.6K | 100,492 | — | ↗ |
| 2024-02-01 | WHEATLEY DESMOND C | Director / Officer | F-InKind | D | Common Stock | 23,136 | 0.00 | — | 112,968 | — | ↗ |
| 2024-01-16 | Myers Mark Joseph | Officer | A-Award | A | Employee Stock Options | 50,000 | 5.90 | 295.0K | 50,000 | — | ↗ |
| 2023-12-12 | Syllantavos George | Director | A-Award | A | Common Stock | 592 | 5.53 | 3.3K | 592 | — | ↗ |
| 2023-12-04 | Potok Lisa A | Officer | A-Award | A | Employee Stock Options | 75,000 | 5.50 | 412.5K | 75,000 | — | ↗ |
| 2023-12-04 | Krandel Judy | Director | A-Award | A | Common Stock | 828 | 5.50 | 4.6K | 7,328 | — | ↗ |
| 2023-10-02 | WHEATLEY DESMOND C | Director / Officer | S-Sale | D | Common Stock | 620 | 7.35 | 4.6K | 100,929 | — | ↗ |
| 2023-06-13 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 5,025 | 11.40 | 57.3K | 69,920 | — | ↗ |
| 2023-06-13 | Floyd Nancy C | Director | A-Award | A | Common Stock | 6,675 | 11.40 | 76.1K | 20,667 | — | ↗ |
| 2023-06-13 | DAVIDSON PETER WARNER | Director | A-Award | A | Common Stock | 6,675 | 11.40 | 76.1K | 53,109 | — | ↗ |
| 2023-06-01 | WHEATLEY DESMOND C | Director / Officer | S-Sale | D | Common Stock | 1,400 | 11.81 | 16.5K | 101,549 | — | ↗ |
| 2023-02-24 | WHEATLEY DESMOND C | Director / Officer | S-Sale | D | Common Stock | 4,980 | 16.56 | 82.5K | 102,949 | — | ↗ |
| 2022-11-14 | Townsend Battery Partners, LLC | Director | S-Sale | D | Common Stock | 8,498 | 16.20 | 137.7K | 1,006,678 | — | ↗ |
| 2022-11-11 | Townsend Battery Partners, LLC | Director | S-Sale | D | Common Stock | 1,105 | 14.95 | 16.5K | 1,015,176 | — | ↗ |
| 2022-11-10 | WHEATLEY DESMOND C | Officer | A-Award | A | Common Stock | 71,250 | 0.00 | — | 145,672 | — | ↗ |
| 2022-11-10 | Townsend Battery Partners, LLC | Director | S-Sale | D | Common Stock | 6,040 | 13.17 | 79.5K | 1,039,322 | — | ↗ |
| 2022-10-05 | Townsend Battery Partners, LLC | Director | S-Sale | D | Common Stock | 3,303 | 12.61 | 41.7K | 1,045,362 | — | ↗ |
| 2022-10-04 | Townsend Battery Partners, LLC | Director | S-Sale | D | Common Stock | 725 | 13.57 | 9.8K | 1,048,665 | — | ↗ |
| 2022-10-03 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 7,700 | 12.50 | 96.3K | 64,895 | — | ↗ |
| 2022-10-03 | Floyd Nancy C | Director | A-Award | A | Common Stock | 5,500 | 12.50 | 68.8K | 13,992 | — | ↗ |
| 2022-10-03 | DAVIDSON PETER WARNER | Director | A-Award | A | Common Stock | 5,500 | 12.50 | 68.8K | 46,434 | — | ↗ |
| 2022-04-04 | WHEATLEY DESMOND C | Officer | S-Sale | D | Common Stock | 1,500 | 22.33 | 33.5K | 74,422 | — | ↗ |
| 2022-03-04 | Townsend Battery Partners, LLC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 1,055,000 | — | ↗ |
| 2022-01-03 | WHEATLEY DESMOND C | Director / Officer | A-Award | A | Common Stock | 7,436 | 0.00 | — | 77,222 | — | ↗ |
| 2021-10-08 | WHEATLEY DESMOND C | Director / Officer | S-Sale | D | Common Stock | 1,380 | 26.15 | 36.1K | 69,806 | — | ↗ |
| 2021-09-30 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 4,000 | 27.37 | 109.5K | 57,195 | — | ↗ |
| 2021-09-30 | Floyd Nancy C | Director | A-Award | A | Common Stock | 2,900 | 27.37 | 79.4K | 8,492 | — | ↗ |
| 2021-09-30 | DAVIDSON PETER WARNER | Director | A-Award | A | Common Stock | 2,900 | 27.37 | 79.4K | 40,934 | — | ↗ |
| 2021-08-09 | WHEATLEY DESMOND C | Director / Officer | M-Exempt | D | Stock Options | 86,400 | 13.50 | 1.17M | 87,000 | — | ↗ |
| 2021-07-06 | WHEATLEY DESMOND C | Director / Officer | S-Sale | D | Common Stock | 1,500 | 34.35 | 51.5K | 39,551 | — | ↗ |
| 2021-06-16 | WHEATLEY DESMOND C | Director / Officer | A-Award | A | Common Stock | 13 | 37.70 | 500.00 | 41,051 | — | ↗ |
| 2021-06-08 | Posawatz Anthony L | Director | S-Sale | D | Common Stock | 314 | 35.41 | 11.1K | 60,243 | — | ↗ |
| 2021-06-07 | DAVIDSON PETER WARNER | Director | S-Sale | D | Common Stock | 5,285 | 35.50 | 187.6K | 42,749 | — | ↗ |
| 2021-05-28 | DAVIDSON PETER WARNER | Director | S-Sale | D | Common Stock | 9,400 | 29.24 | 274.9K | 48,634 | — | ↗ |
| 2021-04-16 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 2,246 | 0.00 | — | 60,557 | — | ↗ |
| 2021-04-16 | Floyd Nancy C | Director | A-Award | A | Common Stock | 5,592 | 0.00 | — | 5,592 | — | ↗ |
| 2021-04-07 | WHEATLEY DESMOND C | Director / Officer | S-Sale | D | Common Stock | 2,650 | 39.70 | 105.2K | 41,638 | — | ↗ |
| 2021-04-01 | WHEATLEY DESMOND C | Director / Officer | A-Award | A | Common Stock | 2,806 | 0.00 | — | 44,288 | — | ↗ |
| 2021-01-27 | WHEATLEY DESMOND C | Director / Officer | S-Sale | D | Common Stock | 4,050 | 61.78 | 250.2K | 41,482 | — | ↗ |
| 2020-11-20 | DAVIDSON PETER WARNER | Director | S-Sale | D | Common Stock | 5,000 | 25.82 | 129.1K | 58,034 | — | ↗ |
| 2020-11-17 | DAVIDSON PETER WARNER | Director | S-Sale | D | Common Stock | 16 | 22.12 | 353.92 | 63,034 | — | ↗ |
| 2020-10-20 | SCHWEITZER ROBERT C | Director | A-Award | A | Common Stock | 17,100 | 0.00 | — | 44,600 | — | ↗ |
| 2020-10-20 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 12,200 | 0.00 | — | 58,311 | — | ↗ |
| 2020-10-20 | DAVIDSON PETER WARNER | Director | A-Award | A | Common Stock | 12,200 | 0.00 | — | 78,034 | — | ↗ |
| 2020-06-17 | WHEATLEY DESMOND C | Director / Officer | A-Award | A | Common Stock | 20,408 | 0.00 | — | 45,532 | — | ↗ |
| 2019-10-01 | WHEATLEY DESMOND C | Director / Officer | A-Award | A | Common Stock | 25,124 | 0.00 | — | 25,124 | — | ↗ |
| 2019-10-01 | SCHWEITZER ROBERT C | Director | D-Return | D | Common Stock | 20,000 | 0.00 | — | 10,000 | — | ↗ |
| 2019-10-01 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 12,500 | 0.00 | — | 46,111 | — | ↗ |
| 2019-10-01 | DAVIDSON PETER WARNER | Director | D-Return | A | Common Stock | 2,500 | 0.00 | — | 30,000 | — | ↗ |
| 2019-07-23 | MCDERMOTT KATHERINE H | Officer | A-Award | A | Employee Stock Option (right to buy) | 49,104 | 5.78 | 283.8K | 49,104 | — | ↗ |
| 2019-04-19 | DAVIDSON PETER WARNER | Director | A-Award | A | Common Stock | 10,000 | 5.48 | 54.8K | 65,834 | — | ↗ |
| 2018-08-22 | SCHWEITZER ROBERT C | Director | — | D | Restricted Common Stock | 0 | 0.00 | — | 83,334 | — | ↗ |
| 2018-03-27 | DAVIDSON PETER WARNER | Director | A-Award | A | Common Stock | 250,000 | 0.00 | — | 1,562,499 | — | ↗ |
| 2018-01-10 | DAVIDSON PETER WARNER | Director | A-Award | A | Common Stock | 6,667 | 7.50 | 50.0K | 55,834 | — | ↗ |
| 2017-11-30 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 1,333,333 | 0.15 | 200.0K | 33,413,836 | — | ↗ |
| 2017-09-25 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 219,555 | 0.00 | — | 32,080,503 | — | ↗ |
| 2017-04-29 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 234,302 | 0.00 | — | 31,860,948 | — | ↗ |
| 2017-02-24 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 3,258,451 | 0.15 | 488.8K | 31,626,646 | — | ↗ |
| 2017-02-20 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 2,315,940 | 0.15 | 347.4K | 28,368,195 | — | ↗ |
| 2017-01-18 | DAVIDSON PETER WARNER | Director | A-Award | A | Common Stock | 6,667 | 7.50 | 50.0K | 49,167 | — | ↗ |
| 2016-12-31 | Posawatz Anthony L | Director | A-Award | A | Common Stock | 30,000 | 0.00 | — | 36,111 | — | ↗ |
| 2016-12-31 | DAVIDSON PETER WARNER | Director | A-Award | A | Restricted Common Stock | 41,667 | 0.00 | — | 1,562,499 | — | ↗ |
| 2016-11-20 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 147,493 | 0.00 | — | 26,052,255 | — | ↗ |
| 2016-10-18 | WHEATLEY DESMOND C | Director / Officer | A-Award | A | Stock Options | 87,000 | 7.55 | 656.9K | 87,000 | — | ↗ |
| 2016-10-03 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 5,000,000 | 0.15 | 750.0K | 25,904,762 | — | ↗ |
| 2016-09-08 | DAVIDSON PETER WARNER | Director | — | D | Common Stock | 0 | 0.00 | — | 125,000 | — | ↗ |
| 2016-02-19 | Posawatz Anthony L | Director | — | D | Common Stock | 0 | 0.00 | — | 6,111 | — | ↗ |
| 2015-11-30 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 571,429 | 0.00 | — | 20,904,762 | — | ↗ |
| 2015-11-20 | POTTER JAY S | Director | I-Discretionary | A | Common stock | 170,536 | 0.16 | 26.9K | 989,963 | — | ↗ |
| 2015-09-30 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 3,666,667 | 0.15 | 550.0K | 20,333,333 | — | ↗ |
| 2015-01-13 | POTTER JAY S | Director | I-Discretionary | A | Common Stock | 176,856 | 0.15 | 26.5K | 616,856 | — | ↗ |
| 2014-11-30 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 6,666,666 | 0.15 | 1,000.0K | 16,666,666 | — | ↗ |
| 2014-09-30 | POTTER JAY S | Director | I-Discretionary | A | Common Stock | 180,000 | 0.15 | 27.0K | 440,000 | — | ↗ |
| 2014-07-08 | Keshif Ventures, LLC | 10% Owner | P-Purchase | A | Common Stock | 4,000,000 | 0.15 | 600.0K | 10,000,000 | — | ↗ |
| 2014-02-07 | NOBLE ROBERT L | Director / 10% Owner | A-Award | A | Stock Option | 200,000 | 0.19 | 38.0K | 10,900,976 | — | ↗ |
| 2014-02-07 | EVEY JOHN M | Director | A-Award | A | Stock Option | 200,000 | 0.17 | 34.0K | 800,000 | — | ↗ |
| 2014-01-23 | Feller Paul | Director | — | D | Common Stock | 0 | 0.00 | — | 1,000,000 | — | ↗ |
| 2013-12-18 | POTTER JAY S | Director | A-Award | A | Stock Option | 200,000 | 0.17 | 33.0K | 1,582,143 | — | ↗ |
| 2013-12-18 | NOBLE ROBERT L | Director / 10% Owner | A-Award | A | Stock Option | 200,000 | 0.18 | 36.3K | 10,700,976 | — | ↗ |
| 2013-12-18 | EVEY JOHN M | Director | A-Award | A | Stock Option | 200,000 | 0.17 | 33.0K | 600,000 | — | ↗ |
| 2013-05-06 | Keshif Ventures, LLC | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 6,000,000 | — | ↗ |
| 2013-02-07 | POTTER JAY S | Director | A-Award | A | Stock Option | 200,000 | 0.17 | 34.0K | 1,782,143 | — | ↗ |
| 2012-06-11 | POTTER JAY S | Director | A-Award | A | Stock Warrant | 132,300 | 0.28 | 36.4K | 1,976,512 | — | ↗ |
| 2012-03-22 | POTTER JAY S | Director | A-Award | A | Stock Warrant | 62,069 | 0.29 | 18.0K | 1,844,212 | — | ↗ |
| 2012-01-01 | POTTER JAY S | Director | A-Award | A | Stock Option | 200,000 | 0.23 | 46.0K | 1,433,911 | — | ↗ |
| 2012-01-01 | NOBLE ROBERT L | Director / 10% Owner | A-Award | A | Stock Option | 200,000 | 0.23 | 46.0K | 10,500,976 | — | ↗ |
| 2012-01-01 | EVEY JOHN M | Director | A-Award | A | Stock Option | 200,000 | 0.23 | 46.0K | 400,000 | — | ↗ |
| 2011-12-16 | POTTER JAY S | Director | P-Purchase | A | Common Stock | 25,000 | 0.28 | 7.0K | 816,167 | — | ↗ |
| 2011-12-14 | NOBLE ROBERT L | Director / 10% Owner | A-Award | A | Warrant | 1,138,120 | 0.24 | 273.1K | 10,300,976 | — | ↗ |
| 2011-08-10 | WHEATLEY DESMOND C | Officer | — | D | Stock Options | 4,320,000 | 0.27 | 1.17M | 0 | — | ↗ |
| 2011-08-10 | POTTER JAY S | Director | A-Award | A | Warrants | 600,000 | 0.25 | 150.0K | 1,591,167 | — | ↗ |
| 2011-08-10 | NOBLE ROBERT L | Director / 10% Owner | A-Award | A | Warrant | 1,138,120 | 0.24 | 273.1K | 10,300,976 | — | ↗ |
| 2011-08-10 | EVEY JOHN M | Director | A-Award | A | Stock Options | 200,000 | 0.27 | 54.0K | 383,261 | — | ↗ |
| 2011-08-10 | CAULSON CHRIS | Officer | — | D | Stock Options | 2,700,000 | 0.27 | 729.0K | 0 | — | ↗ |
| 2011-05-05 | POTTER JAY S | Director | A-Award | A | Warrants | 382,143 | 0.40 | 152.9K | 1,973,310 | — | ↗ |
| 2010-04-27 | EVEY JOHN M | Director | — | D | Common Stock | 0 | 0.00 | — | 183,261 | — | ↗ |
| 2010-02-12 | POTTER JAY S | Director | — | D | Common Stock | 0 | 0.00 | — | 791,167 | — | ↗ |
| 2010-02-12 | NOBLE ROBERT L | Director / Officer / 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 11,587,440 | — | ↗ |
| 2009-12-31 | NOBLE ROBERT L | Director / Officer / 10% Owner | — | D | Common Stock Options | 146,606 | 0.33 | 48.4K | 0 | — | ↗ |
| 2008-10-14 | NOBLE ROBERT L | Director / Officer / 10% Owner | — | D | Common Stock Options | 5,742 | 1.31 | 7.5K | 0 | — | ↗ |
| 2008-01-01 | POTTER JAY S | Director | A-Award | A | Warrants | 51,768 | 1.31 | 67.8K | 2,025,078 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Sandra Peterson VP of Sales and Marketing Officers as a Group | 1.14M | 645.0K | 264.3K | 487.9K | — | 149.4K | 2.68M | 28.04% | ↗ |
| 2 | 2024 | Desmond Wheatley President and Chief Executive Officer | 400.0K | 400.0K | 264.3K | — | — | — | 1.06M | 24.83% | ↗ |
| 3 | 2024 | Mark Myers Chief Operating Officer | 231.4K | 90.0K | — | 235.6K | — | — | 557.0K | 42.30% | ↗ |
| 4 | 2024 | Lisa Potok Chief Financial Officer | 310.0K | 155.0K | — | — | — | — | 465.0K | 0.00% | ↗ |
| 5 | 2023 | Sandra Peterson VP of Sales and Marketing Officers as a Group | 620.8K | 451.9K | — | 330.4K | — | 219.6K | 1.62M | 20.36% | ↗ |
| 6 | 2023 | Desmond Wheatley President and Chief Executive Officer | 400.0K | 400.0K | — | — | — | — | 800.0K | 0.00% | ↗ |
| 7 | 2023 | Katherine McDermott Chief Financial Officer | 300.0K | 300.0K | — | — | — | — | 600.0K | 0.00% | ↗ |
| 8 | 2023 | Lisa Potok Chief Financial Officer | 25.8K | 12.9K | — | 330.4K | — | — | 369.1K | 89.50% | ↗ |
| 9 | 2022 | Sandra Peterson VP of Sales and Marketing Officers as a Group | 815.0K | 609.0K | 3.87M | — | — | 79.0K | 5.37M | 72.02% | ↗ |
| 10 | 2022 | Desmond Wheatley President and Chief Executive Officer | 400.0K | 350.0K | 3.87M | — | — | 34.0K | 4.65M | 83.15% | ↗ |
| 11 | 2022 | Katherine McDermott Chief Financial Officer | 220.0K | 220.0K | — | — | — | — | 440.0K | 0.00% | ↗ |
| 12 | 2021 | Desmond Wheatley President and Chief Executive Officer | 300.0K | 75.0K | 112.5K | — | — | — | 487.5K | 23.08% | ↗ |
| 13 | 2021 | Katherine McDermott Chief Financial Officer | 220.0K | 44.0K | — | — | — | — | 264.0K | 0.00% | ↗ |
| 14 | 2021 | Sandra Peterson VP of Sales and Marketing Officers as a Group | 195.0K | 39.0K | — | — | — | 18.7K | 252.7K | 0.00% | ↗ |
| 15 | 2020 | Katherine McDermott Chief Financial Officer Officers as a Group | 520.0K | 71.8K | 150.0K | — | — | 52.3K | 794.2K | 18.89% | ↗ |
| 16 | 2020 | Desmond Wheatley President and Chief Executive Officer | 300.0K | 57.5K | 150.0K | — | — | 52.3K | 559.8K | 26.79% | ↗ |
| 17 | 2020 | Sandra Peterson VP of Sales and Marketing Officers as a Group | 195.0K | 35.9K | — | 196.1K | — | — | 427.0K | 45.93% | ↗ |
| 18 | 2020 | Katherine McDermott Chief Financial Officer | 220.0K | 14.3K | — | — | — | — | 234.3K | 0.00% | ↗ |
| 19 | 2019 | Chris Caulson Former Chief Financial Officer Officers as a Group | 507.6K | — | 150.0K | 210.5K | — | 82.5K | 986.0K | 36.56% | ↗ |
| 20 | 2019 | Desmond Wheatley President and Chief Executive Officer | 252.1K | — | 150.0K | — | — | — | 437.5K | 34.29% | ↗ |
| 21 | 2019 | Katherine McDermott Chief Financial Officer Officers as a Group | 97.0K | — | — | 210.5K | — | — | 307.5K | 68.45% | ↗ |
| 22 | 2019 | Katherine McDermott Chief Financial Officer | 97.0K | — | — | 210.5K | — | — | 307.5K | 68.45% | ↗ |
| 23 | 2018 | Chris Caulson Former Chief Financial Officer Officers as a Group | 365.0K | — | — | — | — | — | 415.0K | 0.00% | ↗ |
| 24 | 2018 | Desmond Wheatley President and Chief Executive Officer | 200.0K | — | — | — | — | — | 250.0K | 0.00% | ↗ |
| 25 | 2015 | Desmond Wheatley , Chief Executive Officer | 200.0K | — | — | — | — | — | 200.0K | 0.00% | ↗ |
| 26 | 2015 | Chris Caulson , Chief Financial Officer Officers as a Group | 165.0K | — | — | — | — | — | 165.0K | 0.00% | ↗ |
| 27 | 2014 | Desmond Wheatley , Chief Executive Officer | 200.0K | — | — | — | — | — | 200.0K | 0.00% | ↗ |
| 28 | 2014 | Chris Caulson , Chief Financial Officer Officers as a Group | 165.0K | — | — | — | — | — | 165.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Desmond Wheatley | Chairman, Chief Executive Officer, President & Secretary | 1M | male |
| Lisa Potok | Chief Financial Officer | 465.0K | female |
| Ivan Tlacinac | Managing Director of Beam Europe | — | male |
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Community Opinion for BEEM
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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