CARLSON MICHAEL JAMES (President, Managed Services) sold 5.0% of their position (1.35K shares) of STEM, INC. on the open market
Open‑market sale worth $10.6K — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
Common Stock, Par Value $0.0001 Per Share
Shares
+5K
Price / share
$7.81
Trade value
$39.05K
% of position
Common Stock, Par Value $0.0001 Per Share
Shares
+2.75K
Price / share
$7.81
Trade value
$21.48K
% of position
Common Stock, Par Value $0.0001 Per Share
Shares
−1.35K
Price / share
$7.85
Trade value
$10.57K
% of position
Net shares
+6.40K
Net value
$49.95K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock, Par Value $0.0001 Per Share Direct | 6/30/2026 | M · Option Exercise | +5K | $7.81 | $39.05K | 25.7% | 19.46K | 24.46K |
| Common Stock, Par Value $0.0001 Per Share Direct | 6/30/2026 | M · Option Exercise | +2.75K | $7.81 | $21.48K | 11.2% | 24.46K | 27.21K |
| Common Stock, Par Value $0.0001 Per Share Direct | 7/2/2026 | S · Sale | −1.35K | $7.85 | $10.57K | 5.0% | 27.21K | 25.86K |
| Total | +6.40K | $49.95K | ||||||
Performance Stock Unit
Common Stock, Par Value $0.0001 Per Share
2.75K shares
Shares
−2.75K
Strike price
Held after
2.75K
Exercisable
—
Performance Stock Unit
Common Stock, Par Value $0.0001 Per Share
5K shares
Shares
−5K
Strike price
Held after
5K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Performance Stock Unit Direct | Common Stock, Par Value $0.0001 Per Share2.75K shares | 6/30/2026 | M · Option Exercise | −2.75K | — | 2.75K | |
| Performance Stock Unit Direct | Common Stock, Par Value $0.0001 Per Share5K shares | 6/30/2026 | M · Option Exercise | −5K | — | 5K |