Beam Global appoints Lisa Potok as new CFO; McDermott steps down

Beam Global

Lisa Potok appointed CFO effective Dec 4, 2023; salary $310K/yr, bonus up to 50%, option for 75K shares vesting 4 years.
Outgoing CFO Kathy McDermott steps down but remains employed through Dec 31, 2023 for transition support.
Potok previously CFO of Nice North America, took Newegg public; brings international experience and CPA.
Company revenue grew from $5M in 2019 to nearly $50M in first 3Q 2023.
Potok holds a BA in Accounting from Hillsdale College and an MBA from UC Irvine.

item 5.02 item 9.01

Executive movements

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Departed

Kathy McDermott

Chief Financial Officer

BEEM · Beam Global

Effective: 2023-12-04
Successor: Lisa A. Potok
Filed: December 8, 2023, 6:59 PM ET

Effective December 4, 2023, Kathy McDermott stepped down from her role as Chief Financial Officer of the Company but will remain employed with the Company until December 31, 2023 to help ensure a smooth transition.

Appointed

Lisa A. Potok

Chief Financial Officer

BEEM · Beam Global

Effective: 2023-12-04
Filed: December 8, 2023, 6:59 PM ET

On December 4, 2023, Beam Global (the “Company”) announced that it has appointed Lisa A. Potok, 54, as Chief Financial Officer.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 1.0

Kathy McDermott departed as Chief Financial Officer at Beam Global.

Action: stepped down
Role: Chief Financial Officer

Exact text from the filing

Effective December 4, 2023, Kathy McDermott stepped down from her role as Chief Financial Officer of the Company but will remain employed with the Company until December 31, 2023 to help ensure a smooth transition.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 1.0

Lisa A. Potok was appointed as Chief Financial Officer at Beam Global.

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On December 4, 2023, Beam Global (the “Company”) announced that it has appointed Lisa A. Potok, 54, as Chief Financial Officer.

View on SEC.gov

Beam Global filing history →

Source: SEC EDGAR

accession 0001683168-23-008723

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