Carlson Michael James
SEC insider (Form 3/4/5 filer). CIK 0001948274. President, Managed Services at STEM, INC. (STEM). 24 reported Form 4/5 transactions since Sep 2024; latest on Sep 29, 2026. Located in HOUSTON, TX.
Companies Carlson Michael James has filed insider reports for
- STEM, INC. (STEM): Officer, President, Managed Services
Carlson Michael James
CIK: 0001948274
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)4 (16.7%)
Position reduction
Option Exercises (M)9 (37.5%)
Derivative conversions
Awards (A)9 (37.5%)
Compensation grants
Other (G, F, J, C, D, …)2 (8.3%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
STEM
STEM, INC.
Officer
Discretionary Trading P&L
Holdings
Transaction History (24 total)
- Sep 29, 2026STEM
STEM, INC.
SaleDirect146 shares at avg. $4.67$681.82 - Sep 26, 2026STEM
STEM, INC.
ExerciseDirect305 shares at avg. $4.48$1K - Jul 2, 2026STEM
STEM, INC.
SaleDirect1.3K shares at avg. $7.85$11K - Jun 30, 2026STEM
STEM, INC.
ExerciseDirect2.8K shares at avg. $7.81$21K - Jun 30, 2026STEM
STEM, INC.
ExerciseDirect5K shares at avg. $7.81$39K - Mar 10, 2026STEM
STEM, INC.
SaleDirect2.1K shares at avg. $11.12$23K - Mar 7, 2026STEM
STEM, INC.
ExerciseDirect3.5K shares- - Feb 26, 2026STEM
STEM, INC.
AwardDirectPerformance Stock Unit
17.2K shares- - Feb 26, 2026STEM
STEM, INC.
AwardDirectRestricted Stock Unit
25.8K shares- - Feb 19, 2026STEM
STEM, INC.
Tax PaymentDirect730 shares at avg. $11.30$8K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 29, 2026 | STEM STEM, INC. | Sale | 146 | $4.67 | $682 | Direct |
| Sep 26, 2026 | STEM STEM, INC. | Exercise | 305 | $4.48 | $1,366 | Direct |
| Jul 2, 2026 | STEM STEM, INC. | Sale | 1,347 | $7.85 | $10,574 | Direct |
| Jun 30, 2026 | STEM STEM, INC. | Exercise | 2,750 | $7.81 | $21,478 | Direct |
| Jun 30, 2026 | STEM STEM, INC. | Exercise | 5,000 | $7.81 | $39,050 | Direct |
| Mar 10, 2026 | STEM STEM, INC. | Sale | 2,079 | $11.12 | $23,118 | Direct |
| Mar 7, 2026 | STEM STEM, INC. | Exercise | 3,541 | - | $0 | Direct |
| Feb 26, 2026 | STEM STEM, INC. | Award Performance Stock Unit | 17,200 | - | - | Direct |
| Feb 26, 2026 | STEM STEM, INC. | Award Restricted Stock Unit | 25,800 | - | - | Direct |
| Feb 19, 2026 | STEM STEM, INC. | Tax Payment | 730 | $11.30 | $8,249 | Direct |
1-10 of 24 transactions