Gerald Joseph Carlson
CIK 2009794 · View on SEC EDGAR ↗
Insider
First SEC filing: July 1, 2026 · Latest: July 1, 2026
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 2 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 30, 2026 | MSBIP | A | 1,927 | $31.14 | $60,007 | 13,404 Direct | +16.79% | Acquired | -18.4% (price as of 2026-08-20) |
| June 30, 2026 | MSBIP | A | 137 | $26.55 | $3,637 | 11,477 Direct | +1.21% | Acquired | -4.3% (price as of 2026-08-20) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | MSBIP | Common Share Equivalent | Common Stock (1,927) | — | — | 1,927 | Acquired |
| June 30, 2026 | MSBIP | Common Share Equivalent | Common Stock (137) | — | — | 137 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).