Carlson Michael James 4
4 · STEM, INC. · Filed Feb 19, 2026
Research Summary
AI-generated summary of this filing
STEM President Michael Carlson Sells 730 Shares (Sell-to-Cover)
What Happened Michael Carlson, President, Managed Services at STEM, sold 730 shares on February 19, 2026. The shares were disposed at $11.30 each for total proceeds of approximately $8,249. The transaction is coded F (tax withholding) and represents an automatic "sell-to-cover" to satisfy tax liability from a prior restricted stock unit (RSU) settlement.
Key Details
- Date: 2026-02-19
- Transaction type/code: Payment of tax liability (F) — sell-to-cover
- Shares sold: 730 at $11.30 per share; proceeds ≈ $8,249
- Shares owned after transaction: Not specified in the filing
- Footnote: F1 — shares were automatically sold to cover the reporting person's tax liability related to RSUs settled on Feb 15, 2026; this was not a discretionary trade by the reporting person
- Filing timeliness: Reported and filed on 2026-02-19 (timely)
Context A "sell-to-cover" is a routine transaction used to pay withholding taxes when RSUs vest or settle. Because this sale was an automatic tax-withholding action (not a discretionary sale), it should not be read as a signal of the insider's view on STEM's stock price. Purchases by insiders are typically more indicative of bullish intent.
Insider Transaction Report
- Tax Payment
Common Stock, Par Value $0.0001 Per Share
[F1]2026-02-19$11.30/sh−730$8,249→ 17,996 total
Footnotes (1)
- [F1]Represents shares of common stock automatically sold to cover the reporting person's tax liability in connection with the previously reported settlement of restricted stock units on February 15, 2026. This "sell to cover" transaction does not represent a discretionary trade by the reporting person.