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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 29, 2026Reported sale · Form 4Michael James Carlson, President, Managed Services · $681.8Open the filing ↗
- Sep 29, 2026Notice of sale · Form 144Carlson Michael James · Officer · $671.0Open the filing ↗
- Aug 13, 2026Quarterly report · 10-QFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record7762 flagged findings
Reported transactions (Form 4)80since Feb 19, 2026 · and 6 other holdings
Corporate events (8-K)30since Jun 22, 2023
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Energy software; Public Company
Source: Wikidata (CC0 1.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Reverse splits in 5 years
1 reverse split in 5 years (1:20 on Jun 23, 2025) · 1:20 cumulative
The other times: of 818 securities that did their first reverse split in 5 years, a year later the median was worth 0.53× the price on the day of the split; 382 lost more than half and 209 rose (809 with a price a year later).
Our own series, not the whole market: based on the splits we have on record (provider and SEC); an unrecorded one does not count. Historical distribution, not a prediction.
The 25 most recent filings (of 776)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Sep 29, 26Form 144 ↗Notice of proposed sale
- Sep 29, 26Form 4 ↗Insider transaction
- Aug 13, 2610-Q ↗Quarterly report
- Aug 12, 268-K ↗Current report · Completed an acquisition or disposal
Insider transaction · 7 Form 4 filingsshow all 7hide
Notice of proposed sale · 7 Form 144 filingsshow all 7hide
- Aug 10, 26Form 144 ↗Notice of proposed sale
- Aug 10, 26Form 144 ↗Notice of proposed sale
- Aug 10, 26Form 144 ↗Notice of proposed sale
- Aug 10, 26Form 144 ↗Notice of proposed sale
- Jul 29, 26Form 144 ↗Notice of proposed sale
- Jul 29, 26Form 144 ↗Notice of proposed sale
- Jul 29, 26Form 144 ↗Notice of proposed sale
- Jul 21, 26Form 4 ↗Insider transaction
- Jul 20, 26Form 144 ↗Notice of proposed sale
Notice of proposed sale · 3 Form 144 filingsshow all 3hide
- Jul 2, 26Form 144 ↗Notice of proposed sale
- Jul 2, 26Form 144 ↗Notice of proposed sale
- Jul 2, 26Form 144 ↗Notice of proposed sale
776 filings on record, the oldest from Jul 31, 20.
Listing the 25 most recent filings of the 776 on record.
32332
- Aug 12, 26Completed an acquisition or disposal+2 more in the same filing8-K 2.01 ↗
- Jun 3, 26A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Mar 17, 26Auditor change filing (8-K Item 4.01)8-K 4.01 ↗
5 senior executive changes2025show all 5hide
- Dec 16, 25A senior executive left or was appointed8-K 5.02 ↗
- Dec 3, 25A senior executive left or was appointed8-K 5.02 ↗
- Jul 22, 25A senior executive left or was appointed8-K/A 5.02 ↗
- Jul 3, 25A senior executive left or was appointed+2 more in the same filing8-K/A 5.02 ↗
- Jul 2, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 30, 25Entered a material agreement+4 more in the same filing8-K 1.01 ↗
- Apr 14, 25Restructuring plan with committed costs+2 more in the same filing8-K 2.05 ↗
8 senior executive changes2024 – 2025show all 8hide
- Mar 25, 25A senior executive left or was appointed8-K/A 5.02 ↗
- Mar 18, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Mar 7, 25A senior executive left or was appointed8-K 5.02 ↗
- Feb 25, 25A senior executive left or was appointed8-K 5.02 ↗
- Feb 4, 25A senior executive left or was appointed8-K/A 5.02 ↗
- Jan 21, 25A senior executive left or was appointed8-K 5.02 ↗
- Jan 16, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Sep 16, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Aug 30, 24Listing notice (8-K 3.01)8-K 3.01 ↗
9 senior executive changes2023 – 2024show all 9hide
- Aug 9, 24A senior executive left or was appointed8-K 5.02 ↗
- Aug 8, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jul 3, 24A senior executive left or was appointed8-K 5.02 ↗
- May 29, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 19, 24A senior executive left or was appointed8-K 5.02 ↗
- Mar 26, 24A senior executive left or was appointed8-K/A 5.02 ↗
- Mar 4, 24A senior executive left or was appointed8-K 5.02 ↗
- Nov 6, 23A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 22, 23A senior executive left or was appointed8-K 5.02 ↗
The record reaches back to Aug 20, 20.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Apr 26, 21Past accounts declared unreliable and being restated8-K 4.02 ↗
The full record holds 3 stress filings.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- The Vanguard Group4.6%Jun 30, 25SCHEDULE 13G/A ↗
- BlackRock, Inc.2.1%Jun 30, 25SCHEDULE 13G/A ↗
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Sep 29, Carlson Michael James filed notice of intent to sell up to $671.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $682 on Sep 29, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
View notice (Form 144) ↗+9 more recent notices · 2 with a later sale
- Sep 29, 26Sell$682Michael James CarlsonPresident, Managed Services↗
- Jul 20, 26Sell$6KBrian MusfeldtChief Financial Officer↗
- Jul 2, 26Sell$5KSaul R. LaurelesChief Legal Officer↗
- Jul 2, 26Sell$11KMichael James CarlsonPresident, Managed Services↗
- Jul 2, 26Sell$8KMatthew TappinPresident, Software Products↗
- Jul 2, 26Sell$16KArun NarayananChief Executive Officer↗
- Mar 11, 26Sell$4KMatthew TappinPresident, Software Products↗
- Mar 10, 26Sell$10KSaul R. LaurelesChief Legal Officer↗
- Mar 10, 26Sell$23KMichael James CarlsonPresident, Managed Services↗
- Mar 10, 26Sell$7KMatthew TappinPresident, Software Products↗
- Mar 10, 26Sell$57KArun NarayananChief Executive Officer↗
- Mar 4, 26Sell$2KMatthew TappinPresident, Software Products↗
There are 3 more transactions in this stretch.
Stock compensation, tax and giftsshow the 25 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Sep 26, 26Compensation$1KMichael James CarlsonPresident, Managed Services↗
- Aug 7, 26Compensationamount n/aLAURA D TYSON↗
- Aug 7, 26Compensationamount n/aDAVID S BUZBY↗
- Aug 7, 26Compensationamount n/aIra M Birns↗
- Aug 7, 26Compensationamount n/aKrishna Shivram↗
- Aug 7, 26Compensationamount n/aAdam Daley↗
- Aug 7, 26Compensationamount n/aAnil Tammineedi↗
- Aug 7, 26Compensationamount n/aVasudevan Guruswamy↗
- Jul 17, 26Compensation$21KBrian MusfeldtChief Financial Officer↗
- Jun 30, 26Compensation$39KSaul R. LaurelesChief Legal Officer↗
- Jun 30, 26Compensation$21KSaul R. LaurelesChief Legal Officer↗
- Jun 30, 26Compensation$39KMichael James CarlsonPresident, Managed Services↗
- Jun 30, 26Compensation$21KMichael James CarlsonPresident, Managed Services↗
- Jun 30, 26Compensation$39KMatthew TappinPresident, Software Products↗
- Jun 30, 26Compensation$21KMatthew TappinPresident, Software Products↗
- Jun 30, 26Compensation$63KArun NarayananChief Executive Officer↗
- Mar 7, 26Compensationamount n/aSaul R. LaurelesChief Legal Officer↗
- Mar 7, 26Compensationamount n/aMichael James CarlsonPresident, Managed Services↗
- Mar 7, 26Compensationamount n/aMatthew TappinPresident, Software Products↗
- Mar 7, 26Compensationamount n/aArun NarayananChief Executive Officer↗
- Mar 7, 26Compensationamount n/aArun NarayananChief Executive Officer↗
- Mar 1, 26Compensationamount n/aSaul R. LaurelesChief Legal Officer↗
- Mar 1, 26Compensationamount n/aMatthew TappinPresident, Software Products↗
- Feb 19, 26Tax$6KSaul R. LaurelesChief Legal Officer↗
- Feb 19, 26Tax$8KMichael James CarlsonPresident, Managed Services↗
The full record holds 238 transactions and goes back to Jan 18, 23.
Its sector and its market
Stem, Inc. among Utilities companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 776 documents on file, from Jul 31, 2020 to Sep 29, 2026.
- Company description
- Wikidata, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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