PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:44 AM ET

Sponsor Check › Sponsor group

H

Heartflow

One sponsor team, 2 deal companies · Redwood City, CA

Grouped because: 5 shared people, similar issuer names (2) · 2 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

2deal companies
$115Mreported sold
108investors
15Form D filings
2009–2025active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Apr 11, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Heartflow is a sponsor group of 2 issuers that PartnerFacts links to one sponsor (shared people, similar issuer names; automatic match from the filings), filing 15 Form D filings between Jul 2009 and Apr 2025.

What this means One team, 2 deal companies, about 16 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $115M to 108 investors (latest filing per issuer). Industries as reported: Biotechnology (1), Other Health Care (1). Issuers are based in CA (2).

What this means $115M raised across the group, about $1.06M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Casey Tansey (2 issuers, director), Charles A. Taylor (2 issuers, executive officer and director), Jeff Lightcap (2 issuers, director), Lonnie Smith (2 issuers, director), William Weldon (2 issuers, director) and 24 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Apr 11, 2025.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 3 court cases matching the name listed in Key records below.

What this means 3 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 15 public filings for Heartflow and found 15 differences, 1 worth asking the sponsor about: Eran Broshy is no longer listed on the Feb 27, 2014 amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Heartflow has not run yet — it is joining a line of 39,903 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

3 cases: 1 open, 1 closed (disposition not in docket feed), 1 dismissed

Heartflow, Inc. v. Mills open matched at sponsor-group level (Heartflow)
District Court, M.D. Florida · No. 6:26-cv-00032 · Filed Jan 7, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Heartflow, Inc.: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Morillo v. Heartflow, Inc. closed matched at sponsor-group level (Heartflow)
District Court, M.D. Florida · No. 6:23-cv-02437 · Filed Dec 20, 2023 · Closed Nov 4, 2024
Role of Heartflow, Inc.: Defendant · Outcome: Terminated 2024-11-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Heartflow, Inc. v. Price dismissed
District Court, N.D. California · No. 4:17-cv-03353 · Filed Jun 9, 2017 · Closed Aug 11, 2017 · Nature of suit: 899 Other Statutes: Administrative Procedures Act/Review or Appeal of Agency Decision · Cause: 05:551 Administrative Procedure Act
Role of Heartflow, Inc.: Plaintiff · Outcome: Terminated 2017-08-11 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (CA)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Heartflow..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

15 differences found between the filings for Heartflow — 1 worth asking about (compared 15 filings on Oct 24, 2026)

Note · Mar 1, 2004 – Apr 30, 2004

Bankruptcy case: Bank One Delaware v. Barabe — filed Mar 1, 2004

United States Bankruptcy Court, C.D. California docket "Bank One Delaware v. Barabe" filed Mar 1, 2004, closed Apr 30, 2004. Tim Barabe (listed on the same filings) is listed as Defendant ("Barabe"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Note · Mar 26, 2025 – Apr 11, 2025

Form D filed 16 days after the first sale — HeartFlow Holding, Inc.

The filing says the first sale was Mar 26, 2025. The Form D was filed Apr 11, 2025 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Mar 2, 2023 – Apr 24, 2023

Form D filed 53 days after the first sale — HeartFlow Holding, Inc.

The filing says the first sale was Mar 2, 2023. The Form D was filed Apr 24, 2023 — 53 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 38 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Jul 2, 2009 – Feb 7, 2025

8 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — HeartFlow Holding, Inc. (latest filing Feb 7, 2025) · No amendment in the last 12 months on an offering that may still be open — Heartflow, Inc. (latest filing Jun 14, 2019) · No amendment in the last 12 months on an offering that may still be open — Heartflow, Inc. (latest filing Dec 4, 2017) · No amendment in the last 12 months on an offering that may still be open — Heartflow, Inc. (latest filing May 20, 2016) · No amendment in the last 12 months on an offering that may still be open — Heartflow, Inc. (latest filing Feb 27, 2014) · and 3 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Worth asking · Feb 2, 2012 – Feb 27, 2014

Eran Broshy is no longer listed on the Feb 27, 2014 amendment — Heartflow, Inc.

Eran Broshy appears on the Feb 2, 2012 Form D/A (director) but not on the Feb 27, 2014 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Note · Feb 27, 2014 – Feb 7, 2025

4 role changes for the same people across filings

Charles A. Taylor's role changed at HeartFlow Holding, Inc.: executive officer, director → director · John Stevens's role changed at Heartflow, Inc.: executive officer, director → director · Charles A. Taylor's role changed at Heartflow, Inc.: director → executive officer, director · Christopher K. Zarins's role changed at Heartflow, Inc.: director → executive officer, director

What this means Roles on Form D are self-reported. Ask who runs the company today.

Sources
Note · Feb 12, 2015 – May 20, 2016

Offering amount changed between filings — Heartflow, Inc.

The Feb 12, 2015 filing says $46,268,662 offered; the May 20, 2016 Form D/A says $110,881,528.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Feb 2, 2012 – Feb 27, 2014

Offering amount changed between filings — Heartflow, Inc.

The Feb 2, 2012 filing says $74,999,999 offered; the Feb 27, 2014 Form D/A says $106,699,880.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Sep 1, 2010 – Feb 4, 2011

Offering amount changed between filings — Heartflow, Inc.

The Sep 1, 2010 filing says $20,116,026 offered; the Feb 4, 2011 Form D/A says $20,826,026.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Jul 10, 2009 – Apr 24, 2023

Charles A. Taylor is written 2 different ways on the filings

listed as "Charles A. Taylor" on 12 filings (from Jul 10, 2009), and "Charles Taylor" on 3 filings (from Apr 24, 2023).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Jul 10, 2009 – Feb 12, 2015

Industry group changed between filings — Heartflow, Inc.

"Biotechnology" (Jul 10, 2009); then "Other Health Care" (Apr 19, 2010 to Feb 27, 2014); then "Biotechnology" (Feb 12, 2015 to Jun 14, 2019).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Sources
Note · Jun 14, 2010 – Sep 1, 2010

Address moved from Mountain View, CA to Redwood City, CA — Heartflow, Inc.

The people listed on the Jun 14, 2010 filing give Mountain View, CA; on the Sep 1, 2010 filing they give Redwood City, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Jul 10, 2009 – Apr 19, 2010

Address moved from Menlo Park, CA to Mountain View, CA — Heartflow, Inc.

The people listed on the Jul 10, 2009 filing give Menlo Park, CA; on the Apr 19, 2010 filing they give Mountain View, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Apr 24, 2023 – Apr 11, 2025

Issuer used a different name before — HeartFlow Holding, Inc.

SEC records list prior names for this filer: Heartflow Holding, Inc.. The current name on file is "HeartFlow Holding, Inc.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

1 of 11 offerings reports sales commissions totalling $3,450,000; 0 report finder's fees; 1 reports proceeds to related persons totalling $855,150.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 11, 2025 D
HeartFlow Holding, Inc.
File 021-543520
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2025 D
HeartFlow Holding, Inc.
File 021-537629
$0$0$0None listed on this filingEDGAR ↗
Apr 24, 2023 D
HeartFlow Holding, Inc.
File 021-479748
$3,450,000$0$855,150
Some of the gross proceeds, as specified above, were allocated for repurchase of stock owned by certain party(s) disclosed in Item 3 herein.
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jun 14, 2019 D
Heartflow, Inc.
File 021-341906
$0$0$0None listed on this filingEDGAR ↗
Dec 4, 2017 D
Heartflow, Inc.
File 021-299994
$0$0$0None listed on this filingEDGAR ↗
May 20, 2016 D/A
Heartflow, Inc.
File 021-233978
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2014 D/A
Heartflow, Inc.
File 021-170970
$0$0$0None listed on this filingEDGAR ↗
Feb 4, 2011 D/A
Heartflow, Inc.
File 021-147201
$0$0$0None listed on this filingEDGAR ↗
Jun 14, 2010 D
Heartflow, Inc.
File 021-143404
$0$0$0None listed on this filingEDGAR ↗
Apr 19, 2010 D
Heartflow, Inc.
File 021-140793
$0$0$0None listed on this filingEDGAR ↗
Jul 10, 2009 D
Heartflow, Inc.
File 021-132626
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 2 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Heartflow in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗H Heartflow, Inc.shared people, similar issuer names, director listed on many unrelated issuers (not used to group)REDWOOD CITY, CABiotechnology12$104,699,896
offering $99,999,976 · similar: $2,000,000–$19,999,994
29
similar: 2–16
No minimum reported
similar: $10,000–$50,000
2009–2019
EDGAR ↗HH HeartFlow Holding, Inc.shared people, similar issuer names, director listed on many unrelated issuers (not used to group)MOUNTAIN VIEW, CAOther Health Care3$215,855,148
offering $50,000,000 · similar: $829,831–$9,999,998
79
similar: 2–15
No minimum reported
similar: $10,000–$54,310
2023–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Biotechnology / 506(b) (3,253 filings); Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Apr 11, 2025HeartFlow Holding, Inc.DOther Health Care$50,000,000$50,000,000
EDGAR ↗Feb 7, 2025HeartFlow Holding, Inc.DOther Health Care$75,000,000$48,356,153
EDGAR ↗Apr 24, 2023HeartFlow Holding, Inc.DOther Health Care$215,855,148$215,855,148
EDGAR ↗Jun 14, 2019Heartflow, Inc.DBiotechnology$99,999,976$64,999,952
EDGAR ↗Dec 4, 2017Heartflow, Inc.DBiotechnology$149,999,989$89,999,983
EDGAR ↗May 20, 2016Heartflow, Inc.D/ABiotechnology$110,881,528$99,930,499
EDGAR ↗Feb 12, 2015Heartflow, Inc.DBiotechnology$46,268,662$35,881,539
EDGAR ↗Feb 27, 2014Heartflow, Inc.D/AOther Health Care$106,699,880$104,699,896
EDGAR ↗Feb 2, 2012Heartflow, Inc.D/AOther Health Care$74,999,999$74,999,916
EDGAR ↗Dec 30, 2011Heartflow, Inc.DOther Health Care$74,999,999$64,999,940
EDGAR ↗Feb 4, 2011Heartflow, Inc.D/AOther Health Care$20,826,026$20,416,022
EDGAR ↗Sep 1, 2010Heartflow, Inc.DOther Health Care$20,116,026$14,116,022
EDGAR ↗Jun 14, 2010Heartflow, Inc.DOther Health Care$10,000,000$10,000,000
EDGAR ↗Apr 19, 2010Heartflow, Inc.DOther Health Care$1,750,000$1,600,000
EDGAR ↗Jul 10, 2009Heartflow, Inc.DBiotechnology$600,000$195,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Apr 11, 2025. Industry history, as reported on each offering's latest filing: Previous offerings: Biotechnology (2009), Other Health Care (2010–2011), Biotechnology (2015–2019). Latest offering: Other Health Care (2023–2025; most recent Apr 11, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
CT Charles A. TaylorExecutive Officer, Director2Jul 10, 2009 → Apr 11, 2025
CT Casey TanseyDirector2Sep 1, 2010 → Apr 11, 2025
JL Jeff LightcapDirector2Dec 30, 2011 → Apr 11, 2025
LS Lonnie SmithDirector2Dec 30, 2011 → Apr 11, 2025
WW William WeldonDirector2Feb 12, 2015 → Apr 11, 2025
WR Wayne RileyDirector1Apr 24, 2023 → Apr 11, 2025
JF John FarquharExecutive Officer, Director1Apr 24, 2023 → Apr 11, 2025
JC Julie CullivanDirector1Apr 24, 2023 → Apr 11, 2025
ND Nicholas DowningDirector1Apr 24, 2023 → Apr 11, 2025
TB Tim BarabeDirector1Apr 24, 2023 → Apr 11, 2025
VV Vikram VergheseExecutive Officer1Feb 7, 2025 → Apr 11, 2025
MT Monica TelladoExecutive Officer1Apr 24, 2023 → Apr 24, 2023
JS John StevensExecutive Officer, Director1Apr 19, 2010 → Jun 14, 2019
HR H. Baird Radford, IIIExecutive Officer1Feb 12, 2015 → Jun 14, 2019
KW Kent WalkerDirector1May 20, 2016 → Jun 14, 2019
NE Noemi C. EspinosaExecutive Officer1Jun 14, 2019 → Jun 14, 2019
DM Dana MeadExecutive Officer, Director1Jun 14, 2019 → Jun 14, 2019
BU Barry UphoffDirector1Sep 1, 2010 → Dec 4, 2017
PY Philip M. YoungDirector1Sep 1, 2010 → Dec 4, 2017
CZ Christopher K. ZarinsExecutive Officer, Director1Jul 10, 2009 → Dec 4, 2017
TH Tom HawesDirector1Feb 12, 2015 → Dec 4, 2017
NE NOEMI C. ESPINOZAExecutive Officer1Dec 4, 2017 → Dec 4, 2017
NH Nicky Espinosa HayesExecutive Officer1Feb 12, 2015 → May 20, 2016
JB Jesse Du BeyDirector1Feb 27, 2014 → Feb 27, 2014
TH Thomas C. HawesDirector1Dec 30, 2011 → Feb 27, 2014
EB Eran BroshyDirector1Dec 30, 2011 → Feb 2, 2012
RM Robert D. MitchellDirector1Apr 19, 2010 → Jun 14, 2010
CD Christopher K. Zarins, M.D.Director1Apr 19, 2010 → Apr 19, 2010
JV John R. VrolykExecutive Officer, Director1Jul 10, 2009 → Jul 10, 2009

Business registration (state registry / Secretary of State)

None of the 2 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Heartflow.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Heartflow as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Heartflow's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #73,019 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Look further

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