|4Feb 18, 8:17 PM ET

Carlson Michael James 4

4 · STEM, INC. · Filed Feb 18, 2026

Research Summary

AI-generated summary of this filing

Updated

STEM President Michael Carlson Receives RSU Shares (1,342)

What Happened

  • Carlson Michael James (President, Managed Services) had RSUs vest on February 15, 2026. Per the filing, 1,342 restricted stock units converted into 1,342 shares of common stock (one-for-one). Immediately, 1,342 shares were surrendered/withheld at $0.00 to satisfy tax withholding obligations.

Key Details

  • Transaction date: February 15, 2026; Form 4 filed February 18, 2026 (appears timely).
  • Acquired: 1,342 shares via RSU conversion (derivative exercise/conversion).
  • Disposed/withheld: 1,342 shares at $0.00 (tax withholding).
  • Footnotes: F1 — each RSU converts one-for-one into common stock; F2 — these RSUs were part of a 3,947‑RSU grant on Feb 15, 2023 vesting in three equal annual installments, with the third installment vesting Feb 15, 2026.
  • Shares owned after the transaction: Not specified in the provided filing excerpt.

Context

  • This was a vesting of previously granted RSUs, not an open‑market buy or sale. The $0.00 disposition indicates shares were withheld to cover taxes (routine corporate tax withholding), which is neither a straightforward buy nor a market sale signal about the insider's view.

Insider Transaction Report

Form 4
Period: 2026-02-15
Carlson Michael James
President, Managed Services
Transactions
  • Exercise/Conversion

    Common Stock, Par Value $0.0001 Per Share

    [F1]
    2026-02-15+1,34218,726 total
  • Exercise/Conversion

    Restricted Stock Unit

    [F1][F2]
    2026-02-151,3420 total
    Common Stock, Par Value $0.0001 Per Share (1,342 underlying)
Footnotes (2)
  • [F1]Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.
  • [F2]On February 15, 2023 the reporting person was granted 3,947 RSUs vesting in three equal annual installments, the third of which vested on February 15, 2026.
Signature
/s/ Sarah Dunn, attorney-in-fact|2026-02-18

Documents

1 file
  • 4
    wk-form4_1771463844.xmlPrimary

    FORM 4