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Who

Carl M. Carlson

CFO & Chief Strategy Officer

Company insider

Files Form 4 as: CFO & Chief Strategy Officer, Beacon Financial; Co-President & CFO, Brookline Bancorp.

In numbers

Trades disclosed
84
Buys
11
Sells
0
Bought
$521K
Sold
$0
Companies
2
Companies where not an officer
0
First trade
28 Apr 2014
Last trade
1 Sep 2026
Last filed
2 Sep 2026

Companies traded

Where they are an officer
BBT Beacon FinancialOfficer · Regional banks · last 1 Sep 20261 buy · 0 sells
Brookline BancorpOfficer · last 1 Sep 202510 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
01Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
1 Sep 2026filed 2 Sep 2026BBT Beacon FinancialRegional banksSEC FORM 4 Code F$40K1,314 at $30.39filing
1 Sep 2026filed 2 Sep 2026BBT Beacon FinancialRegional banksSEC FORM 4 Code F$40K1,314 at $30.39filing
16 Jun 2026filed 24 Jun 2026BBT Beacon FinancialRegional banksSEC FORM 4 Code A—5,167 at $0.00filing
16 Jun 2026filed 24 Jun 2026BBT Beacon FinancialRegional banksSEC FORM 4 Code A—5,167 at $0.00filing
16 Jun 2026filed 24 Jun 2026BBT Beacon FinancialRegional banksSEC FORM 4 Code A—5,167 at $0.00filing
16 Jun 2026filed 24 Jun 2026BBT Beacon FinancialRegional banksSEC FORM 4 Code A—5,167 at $0.00filing
3 Nov 2025filed 5 Nov 2025BBT Beacon FinancialRegional banksSEC FORM 4 Bought$49K2,000 at $24.69filing
19 Sep 2025filed 23 Sep 2025BBT Beacon FinancialRegional banksSEC FORM 4 Code A—7,879 at $0.00filing
1 Sep 2025filed 2 Sep 2025Brookline BancorpSEC FORM 4 Code D—156,695filing
25 Aug 2025filed 27 Aug 2025Brookline BancorpSEC FORM 4 Code F$43K3,908 at $11.03filing
25 Aug 2025filed 27 Aug 2025Brookline BancorpSEC FORM 4 Code F$22K1,969 at $11.03filing
25 Aug 2025filed 27 Aug 2025Brookline BancorpSEC FORM 4 Code F$48K4,320 at $11.03filing
25 Aug 2025filed 27 Aug 2025Brookline BancorpSEC FORM 4 Code F$46K4,212 at $11.03filing
2 Aug 2025filed 5 Aug 2025Brookline BancorpSEC FORM 4 Code F$30K2,876 at $10.28filing
2 Aug 2025filed 5 Aug 2025Brookline BancorpSEC FORM 4 Code F$9,859959 at $10.28filing
2 Aug 2025filed 5 Aug 2025Brookline BancorpSEC FORM 4 Code F$13K1,303 at $10.28filing
2 Aug 2025filed 5 Aug 2025Brookline BancorpSEC FORM 4 Code F$15K1,440 at $10.28filing
2 Aug 2024filed 5 Aug 2024Brookline BancorpSEC FORM 4 Code A—14,717 at $0.00filing
2 Aug 2024filed 5 Aug 2024Brookline BancorpSEC FORM 4 Code A—14,717 at $0.00filing
2 Aug 2024filed 5 Aug 2024Brookline BancorpSEC FORM 4 Code F$3,395345 at $9.84filing

News

Financial Survey: Beacon Financial (NYSE:BBT) and Old Second Bancorp (NASDAQ:OSBC)BBT · tickerreport.com · 13 Oct 2026

0 headlines in the last 90 days name Carl M. Carlson; 1 article from the last 14 days about the 1 company they traded most, at most three about any one of them.

Sectors

Financials1
Not placed10

Buys in green, sells in red, by the company’s sector.

Related people

Mark J. MeiklejohnChief Credit Officer · Chief Credit Officer at Beacon Financial, filing Form 4 there in the last year
John Buckley EaganGeneral Counsel · General Counsel at Beacon Financial, filing Form 4 there in the last year
Paul A. PerraultPresident and CEO · President and CEO at Beacon Financial, filing Form 4 there in the last year
Gary R. LevanteChief Marketing Officer · Chief Marketing Officer at Beacon Financial, filing Form 4 there in the last year
Michael W. McCurdyChief Banking Officer · Chief Banking Officer at Beacon Financial, filing Form 4 there in the last year