Beam Global (BEEM) shareholders
BEEMNasdaqMiscellaneous Electrical Machinery, Equipment & SuppliesFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-K/A on Nov 6, 2026Score 5/3050% below fair value
$0.68−0.00 (-0.28%)
Close on Nov 13, 2026Market cap $15.35MP/E –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% | $23.00K | – | 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)
10 funds held BEEM in Q2 2026, 80% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
8.74%
2M shares short
Days to cover
5.5
At 0M shares a day
Change since last report
+9.1%
From 2M shares
Short volume, 20 days
48.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Beam Global's stock actually held short. Settlement fails (shares not delivered on time) peaked at 650,793 shares on Aug 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Desmond C. Wheatley Officer | Feb 3, 2025 | 310 | $828 | Feb 3, 2025 | RSA |
| Desmond C. Wheatley Director, Officer | Oct 8, 2024 | 310 | $1.47K | Oct 8, 2024 | RSA |
| Desmond C. Wheatley Director, Officer | Oct 1, 2024 | 310 | $1.52K | Oct 1, 2024 | Restricted Stock Units |
| Desmond C. Wheatley Officer | Jun 3, 2024 | 437 | $2.54K | Jun 3, 2024 | Restricted Stock Award |
| Desmond C. Wheatley Officer | Feb 1, 2024 | 437 | $2.98K | Feb 1, 2024 | Restricted Stock Awards |
| Desmond C. Wheatley Director, Officer | Oct 2, 2023 | 620 | $4.58K | Oct 2, 2023 | Restricted Stock Awards |
| Desmond C. Wheatley 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 |
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