CARLSON MICHAEL JAMES (President, Managed Services) sold 9.7% of their position (2.08K shares) of STEM, INC. on the open market
Open‑market sale worth $23.1K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 3/10/2026ACC: 0001948274-26-000008
Officer· President, Managed Services
Since Feb 2026
-2.08K
Net shares
Net seller
$23.1K
Total sold
1
Open market trades
0B · 1S
3
Total transactions
3.54K acquired · 5.62K disposed
Non-Derivative Transactions2
Common Stock, Par Value $0.0001 Per Share
Direct
Shares
+3.54K
Price / share
—
Trade value
—
% of position
19.7%
3/7/2026
18K→21.54K
Common Stock, Par Value $0.0001 Per Share
Direct
Shares
−2.08K
Price / share
$11.12
Trade value
$23.12K
% of position
9.7%
3/10/2026
21.54K→19.46K
Total
Net shares
+1.46K
Net value
-$23.12K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock, Par Value $0.0001 Per Share Direct | 3/7/2026 | M · Option Exercise | +3.54K | — | — | 19.7% | 18K | 21.54K |
| Common Stock, Par Value $0.0001 Per Share Direct | 3/10/2026 | S · Sale | −2.08K | $11.12 | $23.12K | 9.7% | 21.54K | 19.46K |
| Total | +1.46K | -$23.12K | ||||||
Derivative Transactions1
Restricted Stock Unit
Direct
Converts to
Common Stock, Par Value $0.0001 Per Share
3.54K shares
Shares
−3.54K
Strike price
Held after
3.52K
Exercisable
—
3/7/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Unit Direct | Common Stock, Par Value $0.0001 Per Share3.54K shares | 3/7/2026 | M · Option Exercise | −3.54K | — | 3.52K |