Investors / filer profile

Carlson Carl M

CFO & Chief Strategy Officer

active in 2 companies · 1 of 1 positions beat the S&P ~6mo later

Pro
Bought: Pro
Sold: 13
Filings: 2
Companies: 2026-06-16
Last filed

EDGAR · CIK 0001604780 ↗

Track record

How each disclosed position did against the S&P ~6 months later

The outcome curve and every position's resultPro →

+28.0%

median move per position

+4.1%

S&P 500 median, same spans

1 of 1

beat the S&P ~6mo later

Disclosed positions

Estimated from their latest filings — positions may have changed since

Estimated positions from their latest filingsPro →

Activity

Open-market buy & sell volume

BuySell

Total +$49.4K bought

All filings on record

Every Form 4 transaction we track for this filer


BBTBeacon Financial Corp	Grant — · 5,167 sh	2026-06-16	—
BBTBeacon Financial Corp	Grant — · 5,167 sh	2026-06-16	—
BBTBeacon Financial Corp	Buy $49.4K · 2,000 sh	2025-11-03	—
BBTBeacon Financial Corp	Grant — · 7,879 sh	2025-09-19	—
BRKLBROOKLINE BANCORP INC	Return — · 156,695 sh	2025-09-01	—
BRKLBROOKLINE BANCORP INC	Tax $46.5K · 4,212 sh	2025-08-25	—
BRKLBROOKLINE BANCORP INC	Tax $47.6K · 4,320 sh	2025-08-25	—
BRKLBROOKLINE BANCORP INC	Tax $21.7K · 1,969 sh	2025-08-25	—
BRKLBROOKLINE BANCORP INC	Tax $43.1K · 3,908 sh	2025-08-25	—
BRKLBROOKLINE BANCORP INC	Tax $14.8K · 1,440 sh	2025-08-02	—

BBTGrant

2026-06-16 · Beacon Financial Corp

5,167

—

BBTGrant

2026-06-16 · Beacon Financial Corp

5,167

—

BBTBuy

2025-11-03 · Beacon Financial Corp

$49.4K

—

BBTGrant

2025-09-19 · Beacon Financial Corp

7,879

—

BRKLReturn

2025-09-01 · BROOKLINE BANCORP INC

156,695

—

BRKLTax

2025-08-25 · BROOKLINE BANCORP INC

$46.5K

—

BRKLTax

2025-08-25 · BROOKLINE BANCORP INC

$47.6K

—

BRKLTax

2025-08-25 · BROOKLINE BANCORP INC

$21.7K

—

BRKLTax

2025-08-25 · BROOKLINE BANCORP INC

$43.1K

—

BRKLTax

2025-08-02 · BROOKLINE BANCORP INC

$14.8K

—

Newest 10 of 13 filingsEvery Form 4 on record, with outcomesPro →

Outcomes measure each position — the first buy in a stock and every buy within 182 days — against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.