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Beam Global (BEEM)

USD1.08 +0.02 (+1.89%)
US NASDAQ Energy Solar
Address 5660 Eastgate Drive 92121
San Diego, CA, US
CEO Desmond Wheatley
IPO 2010-05-03
CIK 1398805 ISIN US07373B1098

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Also trades on NASDAQ Capital Market · BEEM (USD) NASDAQ Capital Market · BEEMW (USD)
Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.08 +0.02 (+1.89%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.39
Float Shares
15.07M
Free Float %
89.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.49% -5.98% +13.82% +21.83% -5.46% +15.33% +8.13% -85.64% -92.51% -76.78% -90.52%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Buy
Price Targets & DCF
Current price
1.08
Low 10.00 +825.9%
Consensus 25.00 +2,214.8%
Median 25.00 +2,214.8%
High 40.00 +3,603.7%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 3
21.67
+1,906.5%
Quality scores
Altman Z-Score
-4.72
Distress
Piotroski F-Score
1 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.50) × ERP
WACC = 95% × Ke + 5% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 1.08
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-17.30M
OE per share TTM
-1.06
Owner's Yield
-55.60%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
30.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
18
Total invested
1.34M
Insider transactions (90d)
0
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
18
-22 vs prev Q
New positions
9
Closed positions
30
Increased
10
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 12 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
314.7K
Shares disposed
Cash buys
Cash sales
Net activity
+314,731
Insider buys vs sells (history) From To
Recent insider transactions From To
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

Top executives
EBIT / Employee
-68.4K
Shares Outstanding
16.82M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-08 DEF 14A
2024-08-09 DEF 14A
2023-07-10 DEFA14A
2023-07-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-01 8-K
2026-04-09 8-K
2026-04-09 10-K
2026-04-01 NT 10-K
2026-01-29 8-K
2026-01-15 4
2026-01-07 4
2026-01-07 4
2026-01-07 4
2025-11-14 8-K

Executive team

NameTitleCompensationGender
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
ESG Rating
B+
SOLAR
Rank: 12 out of 25
2019
E (Environmental)
74.2 / 67.8
Company / Sector avg.
S (Social)
66.5 / 75.3
Company / Sector avg.
G (Governance)
68.4 / 63.0
Company / Sector avg.
ESG Total
69.7 / 68.7
Company / Sector avg.
ESG Score History SOLAR
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2020-11-05 2020-12-01 Brian Mast Fl18 Sale (Full) $15,001 - $50,000
2020-09-15 2020-10-15 Brian Mast Fl18 Purchase $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits