Welcome to our dedicated page for HEARTFLOW SEC filings (Ticker: HTFL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Heartflow, Inc. filings document a Nasdaq-listed Delaware medical technology company focused on AI software for coronary artery disease. Its recent 8-K reports furnish operating results, investor presentations and Regulation FD disclosures, while also recording capital-structure events tied to its completed initial public offering and repayment and termination of a credit agreement.
The company’s proxy materials cover annual meeting matters, director elections, auditor ratification and stockholder voting mechanics. As an emerging growth company, Heartflow’s filings also identify governance, exchange listing, financial reporting and public-company status disclosure areas relevant to a commercial-stage medical technology issuer.
Heartflow, Inc. Chief Medical Officer Campbell Rogers reported an option exercise and related share sale in Common Stock. On May 18, 2026, he exercised stock options to acquire 9,219 shares at $19.00 per share, then sold 9,219 shares in an open-market transaction at $28.34 per share.
The filing shows he now holds 78,731 Common Stock shares directly. In addition, multiple trusts associated with him and his spouse report indirect holdings, including 50,754 shares by The Campbell Rogers Revocable Trust and 26,012 shares by a spouse’s trust. The footnotes state the option exercise and sale were carried out under a pre-arranged Rule 10b5-1 Trading Plan adopted on December 12, 2025.
HTFL Form 144 notice reports proposed sales of Common Stock by holders and broker details. The filing lists 86,240,828 shares and records recent dispositions including 47,615 shares and 16,918 shares on 03/19/2026 and 04/01/2026 with dollar amounts shown for those trades.
Bain Capital Life Sciences affiliate reports March 31, 2026 holdings in Heartflow. BCLS Fund III Investments, LP states it beneficially owns 10,448,158 shares of Common Stock, representing 12.18% of outstanding shares. The percentage is calculated using 85,757,754 shares outstanding as of February 28, 2026 per the issuer's Form 10-K.
The filing attributes shared voting and dispositive power to Bain Capital Life Sciences entities through managerial relationships; sole voting and dispositive power are reported as 0. Signature is by a partner of Bain Capital Life Sciences Investors, LLC.
Heartflow, Inc. reported strong first quarter 2026 results, with total revenue of $52.6 million, a 41% increase year-over-year, and raised its full year 2026 guidance. U.S. revenue was $48.3 million, up 42%, while international and other revenue reached $4.3 million, up 34%.
GAAP gross profit grew to $42.2 million and gross margin improved to 80.2% from 75.1%, helped by higher case volumes and AI-driven productivity gains. Total operating expenses increased to $71.7 million, including a $7.5 million non-cash impairment tied to optimizing facilities and moving the headquarters to San Francisco.
Net loss narrowed to $27.4 million, or $0.32 per share, from $32.3 million, while non-GAAP net loss improved to $13.3 million, or $0.16 per share. Adjusted EBITDA was a loss of $14.0 million. Heartflow ended March 31, 2026 with $254.9 million in cash, cash equivalents and investments, supporting continued investment in sales, technology, and clinical research.
Heartflow, Inc. director and Chief Executive Officer John C.M. Farquhar sold 22,562 shares of Common Stock in an open-market transaction at $29.12 per share on May 11, 2026. Following this sale, he directly holds 519,397 shares. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on September 12, 2025.
Hayfin-related entities reported changes in beneficial ownership of Heartflow, Inc. (Class A common stock). Several Hayfin reporting persons disclosed dispositions during the three months ended March 31, 2026, including the disposition of 4,648,410, 3,104,987 and 1,543,422 shares by related entities. The filing uses an 85,757,754 share base for Class A common stock outstanding as of February 28, 2026 to calculate percentages. Individual cover-page lines show remaining shared voting/dispositive holdings of 633,505, 530,610 and 102,895 shares for specific Hayfin entities, reported as approximately 0.7%, 0.6% and 0.1% of the class, respectively.
John C. M. Farquhar reported dispositions of Common Stock under Rule 144. The filing lists three sales: 12,837 shares on 03/10/2026 for $290,886.42, 9,725 shares on 03/18/2026 for $243,125.00, and 22,562 shares on 04/10/2026 for $602,856.64. The filing also records a stock option exercise of 22,562 shares on 06/25/2024 (cash exercise).
Heartflow, Inc.’s Chief Accounting Officer, Marie L. Jones, reported routine tax-related share dispositions. On two dates, a total of 567 shares of Common Stock were retained by Heartflow to satisfy income tax withholding tied to vesting of previously reported restricted stock units.
These Form 4 entries reflect tax-withholding dispositions rather than open-market sales, so they do not indicate active trading decisions. After these transactions, Jones directly holds 31,083 shares of Heartflow common stock.
Heartflow, Inc. Chief Medical Officer Campbell Rogers reported routine tax-related share dispositions, not open-market sales. On May 6, 1,634 shares of common stock were withheld at $30.29 per share to cover income tax obligations tied to vesting restricted stock units. On May 7, an additional 637 shares were withheld at $29.98 per share for the same purpose. After these transactions, Rogers directly held 78,731 shares of Heartflow common stock. The filing also shows indirect holdings through multiple trusts, including 50,754 shares held by The Campbell Rogers Revocable Trust, 26,012 shares by a spouse's trust, 46,159 shares by the CR Asset Protection Trust of 2023, and 22,615 shares by the Campbell Rogers 2019 Irrevocable Trust.