Robert Schaefer

CIK 1916675 · President, Transformational · last filed 2024-03-20

"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

$262.5K

Companies

1

Total Filings

14

Lifetime Open-Market Net

-$427.8K

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
STEM President, Transformational 49,253 $5.33 $262.5K -$427.8K 9 2024-03-20

Recent Filings · Page 2 of 2

14 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
2023-03-13 STEM Sell (S) −5,383 -$46.2K EDGAR
2023-03-03 STEM Exer (M) +16,747 $0 EDGAR
2023-02-17 STEM Grant (A) $0 EDGAR
2022-03-15 STEM Grant (A) $0 EDGAR
Showing 1114 of 14
Page 2 of 2
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.