Lisa Potok reports a stock award and tax withholding on shares
By AlphaYouPublished Form 4
Potok Lisa A
Reporting filer
Lisa Potok reports a stock award and tax withholding on shares, not an open-market purchase or sale, in Beam Global. Form 4 filed Sep 23, 2026 lists 2 entries.
- Disclosed
- Sep 23, 2026
Reported details
2 entries| Security | Owner | Date | Code | Action | Quantity | Price | Following holdings | Reporting delay | Filed terms and references |
|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Potok Lisa A | 2026-09-21 | A | Grant or award | 90000 | 1.34 | 90,000 | 2 days | Filed terms
|
| Common Stock | Potok Lisa A | 2026-09-21 | F | Tax/exercise withholding | 48015 | 1.34 | 41,985 | 2 days | Filed terms
|
Common Stock
- Owner
- Potok Lisa A
- Date
- 2026-09-21
- Code
- A
- Action
- Grant or award
- Quantity
- 90000
- Price
- 1.34
- Following holdings
- 90,000
- Reporting delay
- 2 days
- Filed terms and references
Filed terms
- security Title: Common Stock
- transaction Date: 2026-09-21
- transaction Form Type: 4
- transaction Code: A
- equity Swap Involved: 0
- transaction Timeliness:
- transaction Shares: 90000
- id: F1
- transaction Price Per Share: 1.34
- transaction Acquired Disposed Code: A
- shares Owned Following Transaction: 90000
- direct Or Indirect Ownership: D
Common Stock
- Owner
- Potok Lisa A
- Date
- 2026-09-21
- Code
- F
- Action
- Tax/exercise withholding
- Quantity
- 48015
- Price
- 1.34
- Following holdings
- 41,985
- Reporting delay
- 2 days
- Filed terms and references
Filed terms
- security Title: Common Stock
- transaction Date: 2026-09-21
- transaction Form Type: 4
- transaction Code: F
- equity Swap Involved: 0
- transaction Timeliness:
- transaction Shares: 48015
- id: F2
- transaction Price Per Share: 1.34
- transaction Acquired Disposed Code: D
- shares Owned Following Transaction: 41985
- direct Or Indirect Ownership: D
Purchases, sales, grants and option exercises are different transactions. The reported code identifies the action; it does not establish a motive.
Filing context
- Quantities and prices are shown in the units filed. No trade value is inferred from their product.
- Potok Lisa A: Chief Financial Officer.
- F1: Represents shares of common stock granted to the Reporting Person pursuant to the Beam Global 2021 Equity Incentive Plan. The price reported reflects the closing price of the Company's common stock on the date of grant.
- F2: These shares were withheld by Beam Global to satisfy the reporting person's tax withholding obligations related to the issuance of the common stock award.
Original sources
Prepared automatically from public filing data. Report a correction.