Carlson Carl M
SEC insider (Form 3/4/5 filer). CIK 0001604780. CFO & Chief Strategy Officer at Beacon Financial Corp (BBT) and 1 other issuer. 14 reported Form 4/5 transactions since Sep 2024; latest on Sep 1, 2026. Located in BOSTON, MA.
Companies Carlson Carl M has filed insider reports for
- Beacon Financial Corp (BBT): Officer, CFO & Chief Strategy Officer
- BROOKLINE BANCORP INC (BRKL): Officer, Co-President & CFO
Carlson Carl M
CIK: 0001604780
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (14 total)
- Sep 1, 2026BBT
Beacon Financial Corp
Tax PaymentDirect1.3K shares at avg. $30.39$40K - Jun 16, 2026BBT
Beacon Financial Corp
AwardDirect5.2K shares- - Jun 16, 2026BBT
Beacon Financial Corp
AwardDirect5.2K shares- - Nov 3, 2025BBT
Beacon Financial Corp
PurchaseDirect2K shares at avg. $24.69$49K - Sep 19, 2025BBT
Beacon Financial Corp
AwardDirect7.9K shares- - Sep 1, 2025BRKL
BROOKLINE BANCORP INC
DispositionDirect156.7K shares- - Aug 25, 2025BRKL
BROOKLINE BANCORP INC
Tax PaymentDirect3.9K shares at avg. $11.03$43K - Aug 25, 2025BRKL
BROOKLINE BANCORP INC
Tax PaymentDirect2K shares at avg. $11.03$22K - Aug 25, 2025BRKL
BROOKLINE BANCORP INC
Tax PaymentDirect4.3K shares at avg. $11.03$48K - Aug 25, 2025BRKL
BROOKLINE BANCORP INC
Tax PaymentDirect4.2K shares at avg. $11.03$46K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 1, 2026 | BBT Beacon Financial Corp | Tax Payment | 1,314 | $30.39 | $39,932 | Direct |
| Jun 16, 2026 | BBT Beacon Financial Corp | Award | 5,167 | - | $0 | Direct |
| Jun 16, 2026 | BBT Beacon Financial Corp | Award | 5,167 | - | $0 | Direct |
| Nov 3, 2025 | BBT Beacon Financial Corp | Purchase | 2,000 | $24.69 | $49,380 | Direct |
| Sep 19, 2025 | BBT Beacon Financial Corp | Award | 7,879 | - | - | Direct |
| Sep 1, 2025 | BRKL BROOKLINE BANCORP INC | Disposition | 156,695 | - | - | Direct |
| Aug 25, 2025 | BRKL BROOKLINE BANCORP INC | Tax Payment | 3,908 | $11.03 | $43,105 | Direct |
| Aug 25, 2025 | BRKL BROOKLINE BANCORP INC | Tax Payment | 1,969 | $11.03 | $21,718 | Direct |
| Aug 25, 2025 | BRKL BROOKLINE BANCORP INC | Tax Payment | 4,320 | $11.03 | $47,650 | Direct |
| Aug 25, 2025 | BRKL BROOKLINE BANCORP INC | Tax Payment | 4,212 | $11.03 | $46,458 | Direct |
1-10 of 14 transactions