Home

Carl M Carlson

CIK 1604780 · CFO & Chief Strategy Officer · last filed 2026-06-24

Carl M Carlson is a CFO & Chief Strategy Officer who has filed 33 SEC Form 4 insider transactions across 2 companies since 2015. The most recent filing, for BBT, was dated Jun 24, 2026. Across all open-market trades the lifetime net is +$476.0K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $2.7M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Loading insider history…
Disclosed Exposure

$2.74M

Companies

2

Total Filings

33

Lifetime Open-Market Net

$476.0K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
BBT CFO & Chief Strategy Officer 86,024 $31.54 $2.71M $49.4K 3 2026-06-24
BRKL Co-President & CFO 1,033 $26.80 $27.7K $426.6K 30 2025-09-02

Recent Filings

33 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-06-24 BBT Grant (A) +10,334 $0 EDGAR
2025-11-05 BBT Buy (P) +2,000 $49.4K EDGAR
2025-09-23 BBT Grant (A) +7,879 $0 EDGAR
2025-09-02 BRKL Disp (D) −156,695 $0 EDGAR
2025-08-27 BRKL Tax (F) −14,409 -$158.9K EDGAR
2025-08-05 BRKL Tax (F) −6,578 -$67.6K EDGAR
2024-08-05 BRKL Mixed +23,375 -$59.6K EDGAR
2023-08-04 BRKL Mixed +21,110 $0 EDGAR
2023-05-11 BRKL Buy (P) +2,000 $16.2K EDGAR
2023-05-04 BRKL Buy (P) +4,000 $31.7K EDGAR
Showing 1–10 of 33
Page 1 of 4
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.