BEEMNasdaqMiscellaneous Electrical Machinery, Equipment & SuppliesFiscal year ends December 31
Beam Global
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 19, 2026
$0.89−0.00 (-0.36%)
Close on Oct 19, 2026
- Market cap
- $19.48K
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
9.7%
2M of 23M shares
Institutional holders
49
13 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BEEM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 659,356 | 2.91% | $857.16K | −731 | 0.00% |
| BlackRock, Inc. | 221,390 | 0.98% | $287.81K | +71,089 | 0.00% |
| UBS Group AG | 207,105 | 0.92% | $269.24K | +179,243 | 0.00% |
| Geode Capital Management, LLC | 191,280 | 0.85% | $248.71K | −40,746 | 0.00% |
| Vanguard Fiduciary Trust Co | 136,228 | 0.60% | $177.10K | +44,214 | 0.00% |
| Jane Street Group, LLC | 121,118 | 0.54% | $157.45K | New | 0.00% |
| Citadel Advisors LLC | 63,966 | 0.28% | $83.16K | New | 0.00% |
| Susquehanna International Group, Llp | 60,174 | 0.27% | $78.23K | −38,240 | 0.00% |
| State Street Corp | 58,228 | 0.26% | $75.70K | – | 0.00% |
| Renaissance Technologies LLC | 55,700 | 0.25% | $72.41K | −28,900 | 0.00% |
| Virtue Capital Management, LLC | 50,000 | 0.22% | $65.00K | – | 0.01% |
| XTX Topco Ltd | 46,436 | 0.21% | $60.37K | New | 0.00% |
| Green Alpha Advisors, LLC | 40,505 | 0.18% | $52.66K | +1,080 | 0.04% |
| Northern Trust Corp | 39,908 | 0.18% | $51.88K | +6,601 | 0.00% |
| Lido Advisors, LLC | 29,345 | 0.13% | $38.15K | – | 0.00% |
| Simplex Trading, LLC | 25,371 | 0.11% | $32.98K | +11,617 | 0.00% |
| Osaic Holdings, Inc. | 22,125 | 0.10% | $28.76K | +225 | 0.00% |
| Engineers Gate Manager LP | 18,617 | 0.08% | $24.20K | +6,170 | 0.00% |
| R Squared Ltd | 17,131 | 0.08% | $22.27K | −818 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 16,988 | 0.08% | $23 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 49 | 2M | 9.7% | 13 / 11 | 9 / 5 | 1M | 0M |
| Q1 2026 | 42 | 3M | 11.4% | 12 / 6 | 7 / 9 | 1M | 0M |
| Q4 2025 | 40 | 3M | 11.6% | 7 / 12 | 10 / 10 | 0M | 1M |
| Q3 2025 | 44 | 3M | 12.3% | 8 / 10 | 9 / 3 | 1M | 0M |
| Q2 2025 | 39 | 2M | 9.1% | 4 / 11 | 8 / 8 | 0M | 0M |
| Q1 2025 | 43 | 2M | 9.1% | 5 / 5 | 11 / 9 | 0M | 0M |
| Q4 2024 | 47 | 2M | 10.4% | 10 / 12 | 11 / 13 | 1M | 1M |
| Q3 2024 | 50 | 3M | 11.2% | 8 / 9 | 11 / 13 | 0M | 0M |
| Q2 2024 | 56 | 3M | 11.4% | 10 / 9 | 15 / 8 | 0M | 0M |
| Q1 2024 | 54 | 3M | 12.1% | 4 / 11 | 21 / 15 | 0M | 0M |
| Q4 2023 | 66 | 3M | 12.8% | 13 / 17 | 13 / 12 | 1M | 1M |
| Q3 2023 | 66 | 3M | 13.8% | 9 / 17 | 18 / 17 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BEEM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 459,994 | 2.03% | $597.99K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 199,362 | 0.88% | $259.17K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 111,223 | 0.49% | $169.06K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 66,601 | 0.29% | $86.58K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 24,701 | 0.11% | $37.55K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 23,812 | 0.11% | $36.19K | 0.00% | May 31, 2026 |
| T. Rowe Price Total Equity Market Index Fund | 16,988 | 0.08% | $22.08K | 0.00% | Jun 30, 2026 |
| 1290 VT Micro Cap Portfolio | 4,488 | 0.02% | $5.83K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 2,833 | 0.01% | $4.31K | 0.00% | May 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -6,800 | -0.03% | -$8.84K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Desmond C. Wheatley | Chief Executive Officer, Director | 826,331 | 3.65% | Sep 22, 2026 |
| Lisa A. Potok | Chief Financial Officer | 41,985 | 0.19% | Sep 23, 2026 |
| Judy Krandel | Director | 133,019 | 0.59% | Jan 7, 2026 |
| Georgios Syllantavos | Director | 112,083 | 0.50% | Jan 7, 2026 |
| Anthony L. Posawatz | Director | 202,111 | 0.89% | Jan 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lisa A. Potok Chief Financial Officer | Sep 21, 2026 | Tax withholding | −48,015 | $1.34 | $64.34K | 41,985 |
| Lisa A. Potok Chief Financial Officer | Sep 21, 2026 | Award | +90,000 | $1.34 | $120.60K | 90,000 |
| Desmond C. Wheatley Chief Executive Officer, Director | Sep 21, 2026 | Award | +250,000 | $1.34 | $335.00K | 785,280 |
| Desmond C. Wheatley Chief Executive Officer, Director | Sep 21, 2026 | Tax withholding | −133,375 | $1.34 | $178.72K | 651,905 |
| Judy Krandel Director | Jan 6, 2026 | Award | +71,577 | $1.75 | $125.26K | 133,019 |
| Anthony L. Posawatz Director | Jan 6, 2026 | Award | +71,577 | $1.75 | $125.26K | 202,111 |
| Georgios Syllantavos Director | Jan 6, 2026 | Award | +71,577 | $1.75 | $125.26K | 112,083 |
| Georgios Syllantavos Director | Sep 12, 2025 | Sale | −9,811 | $2.40 | $23.55K | 40,506 |
| Georgios Syllantavos Director | Sep 11, 2025 | Sale | −889 | $2.45 | $2.18K | 50,317 |
| Georgios Syllantavos Director | Sep 10, 2025 | Sale | −10,000 | $2.43 | $24.30K | 51,206 |
| Desmond C. Wheatley Chief Executive Officer, Director | Jun 4, 2025 | Tax withholding | −533,745 | $1.55 | $827.30K | 535,280 |
| Desmond C. Wheatley Chief Executive Officer, Director | Jun 4, 2025 | Award | +870,000 | $1.55 | $1.35M | 1,069,025 |
| Desmond C. Wheatley Chief Executive Officer, Director | Feb 28, 2025 | Award | +187,031 | – | – | 313,768 |
| Desmond C. Wheatley Chief Executive Officer, Director | Feb 28, 2025 | Tax withholding | −114,744 | – | – | 199,025 |
| Desmond C. Wheatley Chief Executive Officer, Director | Feb 1, 2025 | Tax withholding | −21,856 | – | – | 126,737 |
| Desmond C. Wheatley Chief Executive Officer, Director | Feb 1, 2025 | Award | +35,625 | – | – | 148,593 |
| Anthony L. Posawatz Director | Jan 2, 2025 | Award | +40,453 | $3.09 | $125.00K | 104,285 |
| Judy Krandel Director | Jan 2, 2025 | Award | +40,453 | $3.09 | $125.00K | 61,443 |
| Georgios Syllantavos Director | Jan 2, 2025 | Award | +40,453 | $3.09 | $125.00K | 61,206 |
| Peter Warner Davidson Director | Sep 23, 2024 | Tax withholding | −10,080 | – | – | 10,081 |
| Georgios Syllantavos Director | Jul 31, 2024 | Award | +20,161 | $6.20 | $125.00K | 20,753 |
| Judy Krandel Director | Jul 31, 2024 | Award | +20,161 | $6.20 | $125.00K | 27,489 |
| Peter Warner Davidson Director | Jul 31, 2024 | Award | +20,161 | $6.20 | $125.00K | 73,270 |
| Anthony L. Posawatz Director | Jul 31, 2024 | Award | +20,161 | $6.20 | $125.00K | 90,081 |
| Desmond C. Wheatley Chief Executive Officer, Director | Jun 3, 2024 | Sale(10b5-1 plan) | −437 | $5.88 | $2.57K | 100,492 |
| Desmond C. Wheatley Chief Executive Officer, Director | Feb 1, 2024 | Award | +35,625 | – | – | 136,104 |
| Desmond C. Wheatley Chief Executive Officer, Director | Feb 1, 2024 | Tax withholding | −23,136 | – | – | 112,968 |
| Georgios Syllantavos Director | Dec 12, 2023 | Award | +592 | $5.53 | $3.27K | 592 |
| Judy Krandel Director | Dec 4, 2023 | Award | +828 | $5.50 | $4.55K | 7,328 |
| Desmond C. Wheatley Chief Executive Officer, Director | Oct 2, 2023 | Sale(10b5-1 plan) | −620 | $7.35 | $4.56K | 100,929 |
| Peter Warner Davidson Director | Jun 13, 2023 | Award | +6,675 | $11.40 | $76.10K | 53,109 |
| Anthony L. Posawatz Director | Jun 13, 2023 | Award | +5,025 | $11.40 | $57.29K | 69,920 |
| Nancy C. Floyd Director | Jun 13, 2023 | Award | +6,675 | $11.40 | $76.10K | 20,667 |
| Desmond C. Wheatley Chief Executive Officer, Director | Jun 1, 2023 | Sale(10b5-1 plan) | −1,400 | $11.81 | $16.53K | 101,549 |
| Desmond C. Wheatley Chief Executive Officer, Director | Feb 24, 2023 | Sale(10b5-1 plan) | −4,980 | $16.56 | $82.47K | 102,949 |
| Townsend Battery Partners, LLC 10% owner | Nov 14, 2022 | Sale | −1,678 | $16.93 | $28.41K | 1,005,000 |
| Townsend Battery Partners, LLC 10% owner | Nov 14, 2022 | Sale | −8,498 | $16.20 | $137.67K | 1,006,678 |
| Townsend Battery Partners, LLC 10% owner | Nov 11, 2022 | Sale | −23,041 | $14.57 | $335.71K | 1,016,281 |
| Townsend Battery Partners, LLC 10% owner | Nov 11, 2022 | Sale | −1,105 | $14.95 | $16.52K | 1,015,176 |
| Desmond C. Wheatley Chief Executive Officer, Director | Nov 10, 2022 | Tax withholding | −37,743 | – | – | 107,929 |
| Desmond C. Wheatley Chief Executive Officer, Director | Nov 10, 2022 | Award | +71,250 | – | – | 145,672 |
| Desmond C. Wheatley Chief Executive Officer, Director | Nov 10, 2022 | Award | +71,250 | – | – | 145,672 |
| Townsend Battery Partners, LLC 10% owner | Nov 10, 2022 | Sale | −6,040 | $13.17 | $79.55K | 1,039,322 |
| Townsend Battery Partners, LLC 10% owner | Oct 5, 2022 | Sale | −3,303 | $12.61 | $41.65K | 1,045,362 |
| Townsend Battery Partners, LLC 10% owner | Oct 4, 2022 | Sale | −5,610 | $13.09 | $73.43K | 1,049,390 |
| Townsend Battery Partners, LLC 10% owner | Oct 4, 2022 | Sale | −725 | $13.57 | $9.84K | 1,048,665 |
| Anthony L. Posawatz Director | Oct 3, 2022 | Award | +7,700 | $12.50 | $96.25K | 64,895 |
| Nancy C. Floyd Director | Oct 3, 2022 | Award | +5,500 | $12.50 | $68.75K | 13,992 |
| Peter Warner Davidson Director | Oct 3, 2022 | Award | +5,500 | $12.50 | $68.75K | 46,434 |
| Desmond C. Wheatley Chief Executive Officer, Director | Apr 4, 2022 | Sale(10b5-1 plan) | −1,500 | $22.33 | $33.50K | 74,422 |
| Desmond C. Wheatley Chief Executive Officer, Director | Jan 3, 2022 | Award | +7,436 | – | – | 77,222 |
| Desmond C. Wheatley Chief Executive Officer, Director | Jan 3, 2022 | Sale(10b5-1 plan) | −1,300 | $19.07 | $24.79K | 75,922 |
| Desmond C. Wheatley Chief Executive Officer, Director | Oct 8, 2021 | Sale(10b5-1 plan) | −20 | $26.76 | $535 | 69,786 |
| Desmond C. Wheatley Chief Executive Officer, Director | Oct 8, 2021 | Sale(10b5-1 plan) | −1,380 | $26.15 | $36.09K | 69,806 |
| Peter Warner Davidson Director | Sep 30, 2021 | Award | +2,900 | $27.37 | $79.37K | 40,934 |
| Nancy C. Floyd Director | Sep 30, 2021 | Award | +2,900 | $27.37 | $79.37K | 8,492 |
| Anthony L. Posawatz Director | Sep 30, 2021 | Award | +4,000 | $27.37 | $109.48K | 57,195 |
| Desmond C. Wheatley Chief Executive Officer, Director | Aug 9, 2021 | Tax withholding | −54,765 | $13.50 | $739.33K | 71,186 |
| Desmond C. Wheatley Chief Executive Officer, Director | Aug 9, 2021 | Option exercise | +31,635 | $13.50 | $427.07K | 71,186 |
| Desmond C. Wheatley Chief Executive Officer, Director | Jul 6, 2021 | Sale(10b5-1 plan) | −1,500 | $34.35 | $51.53K | 39,551 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Wheatley Desmond Officer | Feb 3, 2025 | 310 | $828 | Feb 3, 2025 | RSA |
| Wheatley Desmond Director, Officer | Oct 8, 2024 | 310 | $1.47K | Oct 8, 2024 | RSA |
| Wheatley Desmond Director, Officer | Oct 1, 2024 | 310 | $1.52K | Oct 1, 2024 | Restricted Stock Units |
| Wheatley Desmond Officer | Jun 3, 2024 | 437 | $2.54K | Jun 3, 2024 | Restricted Stock Award |
| Wheatley Desmond Officer | Feb 1, 2024 | 437 | $2.98K | Feb 1, 2024 | Restricted Stock Awards |
| Wheatley Desmond Director, Officer | Oct 2, 2023 | 620 | $4.58K | Oct 2, 2023 | Restricted Stock Awards |
| Wheatley Desmond Officer | Jun 1, 2023 | 1,400 | $16.63K | Jun 1, 2023 | Restricted Stock Units |
| Townsend Battery Partners, LLC Affiliate | May 17, 2023 | 300,000 | $2.69M | May 17, 2023 | Merger/Acquisition |