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Carl M Carlson is CFO & Chief Strategy Officer at Beacon Financial Corp.. OQRO lists 4 transactions filed with the SEC under this name, the latest on Sep 2, 2026, each linked to the official Form 4.
CFO & Chief Strategy Officer
Disclosures on record
4
Companies involved
1
Carl M Carlson bought shares on the open market in 2025.
Carl M Carlson reported 1 open-market purchase and 0 sales since 2025; purchases in 2025.
| Year | Bought | Sold |
|---|---|---|
| 2025 | $49K1×1 trade | — |
Open-market purchases (code P) and sales (code S) on Forms 4 and 5. Up to Sep 2024 from the SEC's Insider Transactions Data Sets; since Oct 2024 from each filing as it is published. A trade filed twice (an amendment) counts once. Dollar totals use the price the filer reported; lines with no price count as trades without a value.
1 buy, median +14.0 pts vs S&P 500, beat it 1 of 1 time.
Average +14.0 pts vs S&P 500. Each buy is one disclosure of open-market purchases in one company on one filing date, filed Nov 5, 2025 to Nov 5, 2025, measured from the first close after the filing. Past results, not a forecast.
1 purchase disclosed; 100% of the 1 measured at 90 days finished ahead of the index.
Not ranked: fewer than 10 purchases measured at 90 days. The middle of the 82 ranked insiders is −5.5 pts (median, against the S&P 500).
Equal weight counts every purchase once; by size counts it for its disclosed dollars. Both are measured from the first close after it was reported. Past results describe the past, not a forecast. How this is measured · Leaderboard
Beacon Financial Corp.BBT
4 disclosures · Nov 2025 – Sep 2026 · 1 bought
Sep 1, 20261,314disclosed Sep 2
DetailsOfficial recordJun 16, 20265,167disclosed Jun 24
DetailsOfficial recordJun 16, 20265,167disclosed Jun 24
DetailsOfficial recordNov 3, 2025Bought~$49Kdisclosed Nov 5
DetailsOfficial recordAs of the latest filing on , Carl M Carlson reported holding 84,732 shares of Beacon Financial Corp. (BBT), worth about $2.61M at the last close of $31 (Nov 13, 2026).
| Company | Shares reported | How held | Last close | Value at last close | Reported |
|---|---|---|---|---|---|
| Beacon Financial Corp. BBT | 84,732 | 85K direct | $31 | $2.61M | Sep 1, 2026 |
Is this Carl M Carlson’s net worth? No. A Form 4 reports the shares an insider owns in one company after each transaction, directly or through trusts and entities. It says nothing about cash, other investments, property or debt, options not yet exercised are not counted here, and a holding reported some time ago may have changed without a new filing. The value is shares times the last stored close, not a price anyone received. Sources: the filings listed below, each linked to EDGAR. Compare with the biggest insider stakes.
On the latest SEC Form 4, dated Sep 1, 2026, Carl M Carlson reported holding 84,732 shares of Beacon Financial Corp. (BBT). At the last close of $31 on Nov 13, 2026, that is about $2.61M. This is the stake disclosed in filings, not a net worth.
Carl M Carlson bought shares on the open market in 2025.
In SEC filings since 2025: the latest open-market purchase is from 2025; no open-market sale is on record.
Beacon Financial Corp. (BBT), from 2025 to 2025: 1 purchase and 0 sales.
Carl M Carlson reported 1 open-market purchase and 0 sales here, 2025.
Closing prices and the companies' last annual figures; a − or + is a fact of the close, not a forecast.