BEAT

HeartBeam, Inc.

Surgical & Medical Instruments & ApparatusNasdaq<br>Emerging growth company

Total Trades

12

Buys

2

Sells

10

Largest Trade

$500K+

Insiders

4

Institutional Funds

37

Inst. Value

$1M+

Activist Filings

5

Insider Trades

InsiderTitleTypeValueSharesPriceDate
STROME MARK E10% OwnerSELL$500K+250K$3.58Dec 22, 2025
de Urioste GeorgeDirectorSELL$100K–$500K57K$3.19Dec 19, 2025
Ferrari RichardDirectorBUY$50K–$100K29K$1.70Feb 22, 2025
Cruickshank TimCFOBUY$15K–$50K18K$1.70Feb 22, 2025
de Urioste GeorgeDirectorSELL$1K–$15K2K$2.26Aug 29, 2024
de Urioste GeorgeDirectorSELL$1K–$15K3K$2.31Aug 27, 2024
de Urioste GeorgeDirectorSELL$1K–$15K6K$2.06Oct 3, 2023
de Urioste GeorgeDirectorSELL$15K–$50K10K$2.05Sep 29, 2023
de Urioste GeorgeDirectorSELL$15K–$50K7K$2.13Sep 27, 2023
de Urioste GeorgeDirectorSELL$1K–$15K983$2.45Sep 22, 2023
de Urioste GeorgeDirectorSELL$15K–$50K9K$2.45Sep 19, 2023
de Urioste GeorgeDirectorSELL$15K–$50K10K$2.05Sep 15, 2023
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Institutional Ownership

13F filings as of Dec 31, 2025 · 37 funds holding

FundShares
Smith Salley Wealth Management368K
GEODE CAPITAL MANAGEMENT, LLC249K
RITHOLTZ WEALTH MANAGEMENT208K
UBS Group AG193K
KESTRA PRIVATE WEALTH SERVICES, LLC175K
VANGUARD GROUP INC150K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139K
STATE STREET CORP125K
RAYMOND JAMES FINANCIAL INC102K
Spectrum Asset Management, Inc. (NB/CA)94K
Cannon Financial Strategists, Inc.73K
Sigma Planning Corp62K
MORGAN STANLEY57K
ADVISORY RESEARCH INC50K
D'Orazio & Associates, Inc.49K
INSIGNEO ADVISORY SERVICES, LLC31K
Virtu Financial LLC29K
Activest Wealth Management26K
JANE STREET GROUP, LLC23K
TRUIST FINANCIAL CORP15K

Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

Mark E. Strome 2.

SC 13D · Oct 25, 2023

12.0%

3.1M shares

Andrew Schwartzberg

SC 13D · Jun 2, 2023

7.3%

1.9M shares

Ionic Ventures, LLC

SC 13G/A · Feb 13, 2023

0.5%

42K shares

3.4%

272K shares

6.2%

483K shares

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