Beard, Stephen W.

Director · Officer · CVSA, PLNT, ATGE

As of 2026-09-16, Beard, Stephen W. has 23 Form 4 transactions on record across 3 companies — 16 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $118.0MIndirect: $0$118.0Mas of 2026-09-16
  • Direct $118.0M
  • Indirect $0
CVSAdirect477,464 sh$60.7M
ATGEdirect445,198 sh$57.1M
PLNTdirect3,093 sh$155K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

CVSA · 10 trades
2026-08-23: Award / grant, 75,920 sh ($10.0M)2026-08-23: Award / grant, 53,144 sh ($7.0M)2026-08-23: Withheld for tax, 33,633 sh ($4.5M)2026-08-23: Withheld for tax, 23,543 sh ($3.1M)2026-08-23: Withheld for tax, 9,621 sh ($1.3M)2026-08-11: Sale, 3,545 sh ($462K)2026-07-13: Sale, 5,291 sh ($702K)2026-06-11: Sale, 2,529 sh ($331K)2026-06-10: Sale, 2,762 sh ($359K)2026-05-08: Sale, 15,874 sh ($2.1M)
ATGE · 9 trades
2025-12-10: Gift, 5,332 sh ($0)2025-11-13: Withheld for tax, 9,204 sh ($886K)2025-09-08: Withheld for tax, 12,943 sh ($1.8M)2025-08-24: Award / grant, 120,578 sh ($16.3M)2025-08-24: Withheld for tax, 53,417 sh ($7.2M)2025-08-24: Withheld for tax, 8,906 sh ($1.2M)2025-08-23: Award / grant, 151,052 sh ($20.4M)2025-08-23: Withheld for tax, 66,905 sh ($9.0M)2025-08-23: Withheld for tax, 9,621 sh ($1.3M)
PLNT · 4 trades
2026-07-01: Award / grant, 332 sh ($0)2026-05-05: Award / grant, 2,254 sh ($0)2026-04-01: Award / grant, 139 sh ($0)2026-02-09: Award / grant, 368 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-08-11CVSASale3,545 @ $130.34$462K−0.8% of holding415,197Form 4
2026-07-13CVSASale5,291 @ $132.75$702K−1.2% of holding418,742Form 4
2026-06-11CVSASale2,529 @ $130.78$331K−0.6% of holding424,033Form 4
2026-06-10CVSASale2,762 @ $130.14$359K−0.6% of holding426,562Form 4
2026-05-08CVSASale15,874 @ $131.25$2.1M−3.6% of holding429,324Form 4
18 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-08-23CVSAAward / grant75,920511,097Form 4
2026-08-23CVSAAward / grant53,144458,720Form 4
2026-08-23CVSAWithheld for tax33,633477,464Form 4
2026-08-23CVSAWithheld for tax23,543435,177Form 4
2026-08-23CVSAWithheld for tax9,621405,576Form 4
2026-07-01PLNTAward / grant3323,093Form 4
2026-05-05PLNTAward / grant2,2542,761Form 4
2026-04-01PLNTAward / grant139507Form 4
2026-02-09PLNTAward / grant368368Form 4
2025-12-10ATGEGift5,332445,198Form 4
2025-11-13ATGEWithheld for tax9,204450,530Form 4
2025-09-08ATGEWithheld for tax12,943459,734Form 4
2025-08-24ATGEAward / grant120,578526,094Form 4
2025-08-24ATGEWithheld for tax53,417472,677Form 4
2025-08-24ATGEWithheld for tax8,906405,516Form 4
2025-08-23ATGEAward / grant151,052490,948Form 4
2025-08-23ATGEWithheld for tax66,905424,043Form 4
2025-08-23ATGEWithheld for tax9,621414,422Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.