Heartflow CMO reports tax-withholding share dispositions
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Form Type
4
Rhea-AI Filing Summary
Heartflow, Inc. Chief Medical Officer Campbell Rogers reported two code F transactions in Common Stock, where an aggregate of 2,272 shares were retained by the issuer on August 6–7, 2026 to satisfy income tax withholding in connection with the vesting and net settlement of previously reported restricted stock units. Rogers also reports indirect ownership of Common Stock through several trusts, including 50,754 shares held by The Campbell Rogers Revocable Trust and other trust holdings.
Insider Trade Summary
Tax Withholding: 2,272 shares
Tax Withholding
6 txns
Insider
Rogers Campbell
Role
Chief Medical Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock F1 | 637 | $28.82 | $18K |
| Tax Withholding | Common Stock F1 | 1,635 | $27.19 | $44K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 86,459 shares (Direct);
Common Stock — 22,615 shares (Indirect, By Campbell Rogers 2019 Irrevocable Trust);
Common Stock — 46,159 shares (Indirect, By CR Asset Protection Trust of 2023);
Common Stock — 26,012 shares (Indirect, By Spouse's Trust);
Common Stock — 50,754 shares (Indirect, By The Campbell Rogers Revocable Trust)
Footnotes (1)
- F1. Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Key Figures
Tax-withholding shares 2026-08-07: 637 shares at $28.82 per share
Tax-withholding shares 2026-08-06: 1,635 shares at $27.19 per share
Total shares for tax withholding: 2,272 shares
+4 more
7 metrics
Tax-withholding shares 2026-08-07
637 shares at $28.82 per share
Shares retained by issuer to satisfy income tax withholding on RSU vesting
Tax-withholding shares 2026-08-06
1,635 shares at $27.19 per share
Shares retained by issuer to satisfy income tax withholding on RSU vesting
Total shares for tax withholding
2,272 shares
Aggregate shares delivered or withheld for income tax obligations
Indirect holding - 2019 Irrevocable Trust
22,615 shares
Common Stock held indirectly by Campbell Rogers 2019 Irrevocable Trust
Indirect holding - Asset Protection Trust 2023
46,159 shares
Common Stock held indirectly by CR Asset Protection Trust of 2023
Indirect holding - Spouse's Trust
26,012 shares
Common Stock held indirectly by Spouse's Trust
Indirect holding - Revocable Trust
50,754 shares
Common Stock held indirectly by The Campbell Rogers Revocable Trust
Key Terms
restricted stock units, income tax withholding and remittance obligations, net settlement, indirect, +1 more
5 terms
restricted stock units financial
"in connection with the vesting and net settlement of restricted stock units previously reported"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
income tax withholding and remittance obligations financial
"to satisfy income tax withholding and remittance obligations in connection with the vesting"
net settlement financial
"in connection with the vesting and net settlement of restricted stock units previously reported"
indirect financial
"ownership_type":"indirect","ownership_code":"I""
code F financial
"transaction_code":"F" ... "Payment of tax liability by delivering or withholding securities""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Heartflow (HTFL) Chief Medical Officer Campbell Rogers report in this Form 4?
Campbell Rogers reported two code F transactions where a total of 2,272 Common Stock shares were retained by Heartflow to cover income tax withholding on vested restricted stock units.
Were the HTFL Form 4 transactions by Campbell Rogers market sales or tax withholdings?
The Form 4 shows code F dispositions, meaning shares were withheld by the issuer to pay income tax obligations from RSU vesting, not open-market sales by Rogers.
What was the August 6, 2026 HTFL tax-withholding transaction for Campbell Rogers?
On August 6, 2026, 1,635 Common Stock shares were retained by Heartflow at $27.19 per share to cover income tax withholding from the vesting and net settlement of restricted stock units.
Does the HTFL Form 4 indicate use of a Rule 10b5-1 trading plan by Campbell Rogers?
The Form 4’s Rule 10b5-1 checkbox is not marked as affirmative, and the footnote describes the transactions as tax-withholding related to RSU vesting, not as sales under a pre-arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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