Vault-13

HEARTBEAM INC BEAT

COM · Common Stock · CUSIP 42238H108

42 institutional holders +4 vs Q1 2026
8,113,5788.1m shares reported held*
$6.1mreported value*
10 new 10 added 6 reduced 6 sold out net bought ≈ $2.2m (+3.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $0.75.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 14Q4 22: 16Q1 23: 19Q2 23: 29Q3 23: 29Q4 23: 34Q1 24: 29Q2 24: 31Q3 24: 33Q4 24: 34Q1 25: 36Q2 25: 41Q3 25: 38Q4 25: 41Q1 26: 38Q2 26: 4242Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202214
Q4 202216
Q1 202319
Q2 202329
Q3 202329
Q4 202334
Q1 202429
Q2 202431
Q3 202433
Q4 202434
Q1 202536
Q2 202541
Q3 202538
Q4 202541
Q1 202638
Q2 202642

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 12 bought or addedQ3 24: 5 cut or sold outQ4 24: 13 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 7 cut or sold outQ2 25: 15 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 13 cut or sold outQ4 25: 23 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 13 cut or sold outQ2 26: 20 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024125
Q4 2024136
Q1 2025147
Q2 2025157
Q3 20251113
Q4 20252316
Q1 20261313
Q2 20262012

Biggest buyers

VANGUARD CAPITAL MANAGEMENT LLC Added +939,719+939.7k
CORSAIR CAPITAL MANAGEMENT, L.P. New +912,500+912.5k
Bleichroeder LP New +625,000+625.0k
VANGUARD FIDUCIARY TRUST CO Added +124,756+124.8k
Sigma Planning Corp Added +115,150+115.2k
GEODE CAPITAL MANAGEMENT, LLC Added +102,174+102.2k
BlackRock, Inc. Added +89,516+89.5k
NORTHERN TRUST CORP Added +42,965+43.0k
XTX Topco Ltd Added +42,358+42.4k
RAYMOND JAMES FINANCIAL INC Added +28,484+28.5k

Biggest sellers

UBS Group AG Reduced -36,272-36.3k
Centiva Capital, LP Sold out -34,706-34.7k
Activest Wealth Management Sold out -34,160-34.2k
Owls Nest Partners IA, LLC Sold out -25,046-25.0k
Tower Research Capital LLC (TRC) Reduced -3,050-3.0k
ROYAL BANK OF CANADA Sold out -3,000-3.0k
GHP Investment Advisors, Inc. Sold out -2,500-2.5k
MORGAN STANLEY Reduced -1,554-1.6k
HARBOUR INVESTMENTS, INC. Reduced -500-500
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -500-500

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
STROME MARK E 13D · may seek influence filed 2026-08-13
Stated purposeThe Reporting Persons acquired the shares of common stock to which this Schedule 13D relates in the ordinary course of business for investment purposes. Full filing
6.8% 3.8m≈ $2.8m 2026-08-13

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 2 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 1 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 8 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20252$80.0k0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—1$182.1k—
Q1 20260—0——
Q2 20268$851.0k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-04-16 STROME MARK E Director · See Footnote Bought 750,000 $0.80 $600.0k750.0k shares +26%
2026-04-16 Elfrink Willem Director Bought 187,500 $0.80 $150.0k187.5k shares +53%
2026-04-16 Ferrari Richard Director Bought 57,500 $0.80 $46.0k57.5k shares +25%
2026-04-16 Vajdic Branislav Director Bought 31,250 $0.80 $25.0k31.2k shares +4%
2026-04-16 JAFF MICHAEL R Director · See Footnote Bought 31,250 $0.80 $25.0k31.2k shares new
2026-04-16 Cruickshank Tim CFO Bought 31,250 $0.80 $25.0k31.2k shares +76%
2026-04-16 Ortigas-Wedekind Marga Director Bought 25,000 $0.80 $20.0k25.0k shares +22%
2026-04-16 ENO Robert Paul President Bought 12,500 $0.80 $10.0k12.5k shares +52%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,137,5122.1m $1.6m $1.6m 0.00% Added +939.7k +939,719
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 987,837987.8k $740.9k $740.9k 0.00% Added +89.5k +89,516
3 CORSAIR CAPITAL MANAGEMENT, L.P. 0.09% of their portfolio NEW YORK, NY 912,500912.5k $684.4k $684.4k 0.09% New
4 Bleichroeder LP 0.08% of their portfolio NEW YORK, NY 625,000625.0k $468.8k $468.8k 0.08% New
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 479,386479.4k $359.6k $359.6k 0.00% Added +102.2k +102,174
6 Smith Salley Wealth Management 0.01% of their portfolio GREENSBORO, NC 367,647367.6k $275.7k $275.7k 0.01% Unchanged
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 298,917298.9k $224.2k $224.2k 0.00% Reduced -36.3k -36,272
8 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 274,818274.8k $206.1k $206.1k 0.00% Added +124.8k +124,756
9 Sigma Planning Corp 0.00% of their portfolio ANN ARBOR, MI 247,700247.7k $185.8k $185.8k 0.00% Added +115.2k +115,150
10 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 247,058247.1k $185.3k $185.3k 0.00% Reduced -400 -400
11 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 208,191208.2k $156.1k $156.1k 0.00% Unchanged
12 RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio NEW YORK, NY 208,191208.2k $156.1k $156.1k 0.00% Unchanged
13 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 173,439173.4k $130.1k $130.1k 0.00% Reduced -500 -500
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 134,434134.4k $100.8k $100.8k 0.00% Added +28.5k +28,484
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 125,473125.5k $94.1k $94.1k 0.00% Unchanged
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 101,129101.1k $75.8k $75.8k 0.00% Added +43.0k +42,965
17 Spectrum Asset Management, Inc. (NB/CA) 0.02% of their portfolio NEWPORT BEACH, CA 100,400100.4k $75.3k $75.3k 0.02% Added +6.0k +6,000
18 Cannon Financial Strategists, Inc. 0.01% of their portfolio ATHENS, GA 72,78872.8k $54.6k $54.6k 0.01% Unchanged
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 57,04557.0k $42.8k $42.8k 0.00% Reduced -1.6k -1,554
20 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 54,27454.3k $40.7k $40.7k 0.00% Added +42.4k +42,358
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 51,00051.0k $38.2k $38.2k 0.00% Unchanged
22 ADVISORY RESEARCH INC 0.00% of their portfolio CHICAGO, IL 50,00050.0k $37.5k $37.5k 0.00% Unchanged
23 D'Orazio & Associates, Inc. 0.00% of their portfolio VIENNA, VA 48,98749.0k $36.7k $36.7k 0.00% Unchanged
24 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 20,63120.6k $15.5k $15.5k 0.00% Added +10.0k +10,000
25 Davidson Kahn Capital Management, LLC 0.01% of their portfolio SHERMAN OAKS, CA 17,33317.3k $13.0k $13.0k 0.01% New
26 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,00015.0k $11.2k $11.2k 0.00% Unchanged
27 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 13,30813.3k $10.0k $10.0k 0.00% Unchanged
28 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 12,92612.9k $9.7k $9.7k 0.00% New
29 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 11,00011.0k $8.2k $8.2k 0.00% New
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,72310.7k $8.0k $8.0k 0.00% New
31 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,00010.0k $7.5k $7.5k 0.00% New
32 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 10,00010.0k $7.5k $7.5k 0.00% Unchanged
33 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 8,7508.8k $6.6k $6.6k 0.00% Reduced -500 -500
34 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,0006.0k $4.5k $4.5k 0.00% New
35 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4,3094.3k $3.2k $3.2k 0.00% Reduced -3.0k -3,050
36 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,6942.7k $2.0k $2.0k 0.00% New
37 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,9281.9k $1.4k $1.4k 0.00% Unchanged
38 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,2501.2k $938 $938 0.00% Unchanged
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,0001.0k $750 $750 0.00% Unchanged
40 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,0001.0k $750 $750 0.00% Unchanged
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,0001.0k $750 $750 0.00% Unchanged
42 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,0001.0k $750 $750 0.00% New