Lisa A. Potok, Chief Financial Officer of Beam Global (NASDAQ:BEEM), filed a Form 4 on September 23, 2026, disclosing a common stock award of 90,000 shares granted on September 21, 2026, with 48,015 shares subsequently withheld for tax obligations, leaving her with a direct beneficial ownership of 41,985 shares.

Key Highlights

  • Shares granted: 90,000 shares of Beam Global common stock were awarded to CFO Lisa A. Potok on September 21, 2026, under the Beam Global 2021 Equity Incentive Plan.
  • Grant price: The price reported for both transactions was $1.34 per share, reflecting the closing price of the company's common stock on the date of grant.
  • Tax withholding: 48,015 shares were withheld by Beam Global to satisfy Potok's tax withholding obligations related to the stock award.
  • Net beneficial ownership: Following both transactions, Potok directly holds 41,985 shares of Beam Global common stock.
  • Transaction codes: The acquisition was coded "A" (acquired) and the withholding was coded "F" (payment of exercise price or tax liability by forfeiting securities).

Beam Global CFO Stock Award and Tax Withholding Detail

According to the filing, Lisa A. Potok, who serves as Chief Financial Officer of Beam Global, received a grant of 90,000 shares of common stock on September 21, 2026. The filing states that the shares were granted pursuant to the Beam Global 2021 Equity Incentive Plan, and the reported price of $1.34 per share reflects the closing price of the company's common stock on the date of grant.

On the same date, the filing discloses that 48,015 shares were withheld by Beam Global. The explanation of responses states that "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." Both the acquisition and the withholding occurred on September 21, 2026, at the same reported price of $1.34 per share.

After accounting for both the 90,000-share acquisition and the 48,015-share withholding, the filing reports that Potok directly and beneficially owns 41,985 shares of Beam Global common stock. No derivative securities transactions were reported. The Form 4 was signed by Lisa A. Potok and filed on September 23, 2026.

What Was Disclosed

The filing disclosed a stock award of 90,000 shares to Beam Global's CFO under the company's 2021 Equity Incentive Plan, with 48,015 shares withheld for tax obligations, resulting in net direct ownership of 41,985 shares at a reported price of $1.34 per share.