Heartflow, Inc.·4

Feb 10, 8:21 PM ET

Rogers Campbell 4

Research Summary

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Heartflow (HTFL) CMO Rogers Campbell Receives RSUs & Options

What Happened
Rogers Campbell, Chief Medical Officer of Heartflow (HTFL), received equity awards on 2026-02-06: 54,073 restricted stock units (RSUs) and a derivative award (stock option) covering 94,488 shares. To satisfy tax withholding from a prior RSU vesting/net settlement, 515 shares were surrendered at $27.74 per share for a total of $14,286. The RSUs and option grant were reported as awards (no cash purchase).

Key Details

  • Transaction date: February 6, 2026. Form filed February 10, 2026 (timely within two business days).
  • Tax-withheld shares: 515 shares disposed at $27.74 each = $14,286 (footnote F1: shares retained by issuer to satisfy withholding).
  • Awards reported as acquired at $0 on the Form 4: 54,073 RSUs (F2) and a derivative option for 94,488 shares (F3).
  • Vesting: RSUs begin vesting Feb 6, 2026, with 1/16th vesting each quarterly anniversary (F2). The option vests 1/48th on each monthly anniversary (F3).
  • Shares owned after the transactions: not specified in the provided filing summary.
  • No indication of a 10b5-1 plan or gift; the 515-share disposition was for tax withholding (routine administrative action).

Context
RSU and option grants are common compensation awards for executives and do not reflect an open-market purchase. The 515-share disposition was a net settlement/tax-withholding action tied to prior RSU vesting and is routine; it should not be interpreted by itself as a bullish or bearish signal. The newly reported derivative is an option grant that vests over time and has not been exercised.