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About CARLSMED, INC. (CARL)
CARLSMED, INC. files with the SEC under CIK 0001794546 and is classified as surgical and medical instruments and apparatus. It is grouped with Health Care companies on this site.
CARL Form 4 activity by transaction type, last 90 days
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market purchase | 1 | 200,000 | $3.00M |
| Open-market sale | 2 | 990 | $14K |
| Grant or award | 3 | 319,423 | |
CARL insider transactions (Form 4)
9125 Form 4 filings on record, the earliest from Jul 22, 2025, newest first.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jeffrey Bertolini - Officer | Option exercise | Common Stock | 747 | $5.92 | $4K | |
| Jeffrey Bertolini - Officer | Open-market sale | Common Stock | 747 | $14.39 | $11K | |
| Jeffrey Bertolini - Officer | Option exercise | Stock Option (Right to Buy) | 747 | $0.00 | - | |
| Jeffrey Bertolini - Officer | Option exercise | Common Stock | 243 | $2.23 | $542 | |
| Jeffrey Bertolini - Officer | Open-market sale | Common Stock | 243 | $13.99 | $3K | |
| Jeffrey Bertolini - Officer | Option exercise | Stock Option (Right to Buy) | 243 | $0.00 | - | |
| Richard Heppenstall - Officer | Grant or award | Common Stock | 89,286 footnote F1 | $0.00 | - | |
| Richard Heppenstall - Officer | Grant or award | Stock Option (Right to Buy) | 180,137 | $0.00 | - | |
| ||||||
| Presidio Management Group XII, L.L.C. - 10% Owner | Open-market purchase | Common Stock | 200,000 | $15.00 | $3.00M | |
| Jeffrey Bertolini - Officer | Grant or award | Stock Option (Right to Buy) | 50,000 | $0.00 | - | |
 Kevin C. Oboyle | Grant or award | Common Stock | 13,698 footnote F1 | $0.00 | - | |
| ||||||
 Kevin Sidow | Grant or award | Common Stock | 13,698 footnote F1 | $0.00 | - | |
| ||||||
| Jonathan D. Root | Grant or award | Common Stock | 13,698 footnote F1 | $0.00 | - | |
| ||||||
| Philip M. Young | Grant or award | Common Stock | 13,698 footnote F1 | $0.00 | - | |
| ||||||
| Michael Cordonnier - Officer | Open-market sale | Common Stock | 197,855 footnote F1 | $13.29 footnote F2 | $2.63M | |
| Michael Cordonnier - Officer | Option exercise | Stock Option (Right to Buy) | 160,567 | $0.00 | - | |
| Michael Cordonnier - Officer | Option exercise | Stock Option (Right to Buy) | 33,264 | $0.00 | - | |
| Michael Cordonnier - Officer | Option exercise | Common Stock | 33,264 | $4.35 | $145K | |
| Michael Cordonnier - Officer | Option exercise | Common Stock | 197,855 | $0.34 | $66K | |
| Michael Cordonnier - Officer | Option exercise | Common Stock | 160,567 | $0.34 | $54K | |
| Michael Cordonnier - Officer | Option exercise | Stock Option (Right to Buy) | 197,855 | $0.00 | - | |
| ||||||
| William Scott Durall - Officer | Grant or award | Common Stock | 44,977 footnote F1 | $0.00 | - | |
| ||||||
| Niall Casey - Officer | Grant or award | Common Stock | 44,977 footnote F1 | $0.00 | - | |
| ||||||
| Michael Cordonnier - Officer | Grant or award | Common Stock | 117,316 footnote F1 | $0.00 | - | |
| ||||||
 Leonard M. Greenstein - Officer | Grant or award | Common Stock | 44,977 footnote F1 | $0.00 | - | |
| ||||||
| B CAPITAL GROUP MANAGEMENT, L.P. | Other | Common Stock | 3,680,506 | - | - | |
| B CAPITAL GROUP MANAGEMENT, L.P. | Open-market purchase | Common Stock | 1,333,333 | $15.00 | $20.00M | |
| B CAPITAL GROUP MANAGEMENT, L.P. | Other | Common Stock | 2,376,472 | - | - | |
| B CAPITAL GROUP MANAGEMENT, L.P. | Other | Common Stock | 931,452 | - | - | |
| B CAPITAL GROUP MANAGEMENT, L.P. | Other | Series B Preferred Stock | 1,445,020 | - | - | |
| B CAPITAL GROUP MANAGEMENT, L.P. | Other | Series C Preferred Stock | 2,235,486 | - | - | |
| B CAPITAL GROUP MANAGEMENT, L.P. | Other | Series B Preferred Stock | 1,445,020 | - | - | |
| B CAPITAL GROUP MANAGEMENT, L.P. | Other | Series C Preferred Stock | 931,452 | - | - | |
| B CAPITAL GROUP MANAGEMENT, L.P. | Other | Series C Preferred Stock | 931,452 | - | - | |
| Kevin Sidow | Grant or award | Common Stock | 17,333 | $0.00 | - | |
| Kevin Sidow | Option exercise | Common Stock | 28,900 | - | - | |
| Kevin Sidow | Open-market purchase | Common Stock | 13,333 | $15.00 | $200K | |
| Kevin Sidow | Other | Series B Preferred Stock | 28,900 | - | - | |
 Robert Mittendorff II | Other | Common Stock | 3,680,506 | - | - | |
| Robert Mittendorff II | Open-market purchase | Common Stock | 1,333,333 | $15.00 | $20.00M | |
| Robert Mittendorff II | Other | Common Stock | 2,376,472 | - | - | |
| Robert Mittendorff II | Other | Common Stock | 931,452 | - | - | |
| Robert Mittendorff II | Other | Series B Preferred Stock | 1,445,020 | - | - | |
| Robert Mittendorff II | Other | Series C Preferred Stock | 2,235,486 | - | - | |
| Robert Mittendorff II | Other | Series B Preferred Stock | 1,445,020 | - | - | |
| Robert Mittendorff II | Other | Series C Preferred Stock | 931,452 | - | - | |
| Robert Mittendorff II | Other | Series C Preferred Stock | 931,452 | - | - | |
| Jonathan D. Root | Grant or award | Common Stock | 17,333 | $0.00 | - | |
| Jonathan D. Root | Other | Common Stock | 2,948,794 | - | - | |
| Jonathan D. Root | Other | Common Stock | 825,135 | - | - | |
| Jonathan D. Root | Other | Common Stock | 531,877 | - | - | |
| Jonathan D. Root | Other | Common Stock | 149,655 | - | - | |
| Jonathan D. Root | Other | Common Stock | 41,876 | - | - | |
| Jonathan D. Root | Other | Common Stock | 26,993 | - | - | |
| Jonathan D. Root | Other | Common Stock | 1,117,743 | - | - | |
| Jonathan D. Root | Open-market purchase | Common Stock | 466,666 | $15.00 | $7.00M | |
| Jonathan D. Root | Other | Series A Preferred Stock | 2,948,794 | - | - | |
| Jonathan D. Root | Other | Series B Preferred Stock | 825,135 | - | - | |
| Jonathan D. Root | Other | Series C Preferred Stock | 531,877 | - | - | |
| Jonathan D. Root | Other | Series A Preferred Stock | 149,655 | - | - | |
| Jonathan D. Root | Other | Series B Preferred Stock | 41,876 | - | - | |
| Jonathan D. Root | Other | Series C Preferred Stock | 26,993 | - | - | |
| Jonathan D. Root | Other | Series C Preferred Stock | 1,117,743 | - | - | |
| Philip M. Young | Grant or award | Common Stock | 17,333 | $0.00 | - | |
| Philip M. Young | Other | Common Stock | 28,900 | - | - | |
| Philip M. Young | Open-market purchase | Common Stock | 6,666 | $15.00 | $100K | |
| Philip M. Young | Open-market purchase | Common Stock | 53,333 | $15.00 | $800K | |
| Philip M. Young | Other | Series B Preferred Stock | 28,900 | - | - | |
| Presidio Management Group XII, L.L.C. | Other | Common Stock | 2,948,794 | - | - | |
| Presidio Management Group XII, L.L.C. | Other | Common Stock | 825,135 | - | - | |
| Presidio Management Group XII, L.L.C. | Other | Common Stock | 531,877 | - | - | |
| Presidio Management Group XII, L.L.C. | Other | Common Stock | 149,655 | - | - | |
| Presidio Management Group XII, L.L.C. | Other | Common Stock | 41,876 | - | - | |
| Presidio Management Group XII, L.L.C. | Other | Common Stock | 26,993 | - | - | |
| Presidio Management Group XII, L.L.C. | Other | Common Stock | 1,117,743 | - | - | |
| Presidio Management Group XII, L.L.C. | Other | Preferred Series A Stock | 2,948,794 | $0.00 | - | |
| Presidio Management Group XII, L.L.C. | Other | Preferred Series B Stock | 825,135 | $0.00 | - | |
| Presidio Management Group XII, L.L.C. | Other | Preferred Series C Stock | 531,877 | $0.00 | - | |
| Presidio Management Group XII, L.L.C. | Other | Preferred Series A Stock | 149,655 | $0.00 | - | |
| Presidio Management Group XII, L.L.C. | Other | Preferred Stock Series B | 41,876 | $0.00 | - | |
| Presidio Management Group XII, L.L.C. | Other | Preferred Series C Stock | 26,993 | $0.00 | - | |
| Presidio Management Group XII, L.L.C. | Other | Preferred Series C Stock | 1,117,743 | $0.00 | - | |
| William Scott Durall - Officer | Grant or award | Stock Options (Right to Buy) | 71,429 | $0.00 | - | |
| Michael Cordonnier - Officer | Option exercise | Common Stock | 3,612 | - | - | |
| Michael Cordonnier - Officer | Grant or award | Stock Options (Right to Buy) | 142,857 | $0.00 | - | |
| Michael Cordonnier - Officer | Other | Series B Preferred Stock | 3,612 | - | - | |
| Niall Casey - Officer | Option exercise | Common Stock | 3,612 | - | - | |
| Niall Casey - Officer | Grant or award | Stock Options (Right to Buy) | 53,571 | $0.00 | - | |
| Niall Casey - Officer | Other | Series B Preferred Stock | 3,612 | - | - | |
| Leonard M. Greenstein - Officer | Grant or award | Stock Options (Right to Buy) | 71,429 | $0.00 | - | |
| Kevin C. Oboyle | Grant or award | Common Stock | 17,333 | $0.00 | - | |
Item 5.02, 7.01, 9.01
Item 5.02, 7.01, 9.01
Item 2.02, 9.01
Item 5.07
Recent CARL Form 144 notices of proposed sale
2An insider files Form 144 before selling restricted or control stock. It announces a planned sale. If the sale goes ahead, it shows up later on a Form 4.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| Bertolini Jeffrey | Officer | 747 | $11K | View on EDGAR | |
| Bertolini Jeffrey | Officer | 243 |
CARL insider trading FAQ
What is the latest insider trade for CARL?
CARLSMED, INC. (CARL) had 5 insider filings in the last 90 days, with the most recent on 2026-10-06. The full record for CARL runs to 25 Form 4 filings, the earliest from 2025-07-22. InsiderAlpha adds new Form 4, Form 144 and 8-K filings as they arrive from SEC EDGAR.
How many insiders are buying CARL stock?
1 insider purchase of CARL was filed in the last 90 days, totaling $3.00M.
How many insiders are selling CARL stock?
2 insider sales of CARL were filed in the last 90 days, totaling $14K.
Where can I see CARL SEC filings (Form 4, 10-K, 10-Q, 8-K)?
This page collects CARL Form 4 insider transactions, Form 144 sale notices and 8-K filings in one place. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
More Health Care companies with insider activity
Recent insider filings
10The EDGAR links open each original Form 4, so you can check any number on this page against the filing it came from.
- - Jeffrey Bertolini view on EDGAR
- - Jeffrey Bertolini view on EDGAR
- - Richard Heppenstall view on EDGAR
- - Presidio Management Group XII, L.L.C. view on EDGAR
- - Jeffrey Bertolini view on EDGAR
- - Kevin C. Oboyle view on EDGAR
- - Kevin Sidow view on EDGAR
- - Jonathan D. Root view on EDGAR
- - Philip M. Young view on EDGAR
Related companies with recent insider activity
Learn more
- How to read insider buying signals
- What an open-market purchase by an insider can and cannot tell you.
- Form 144 vs Form 4
- A Form 144 announces a planned sale; the Form 4 reports it after it happens.
- Insider activity in Health Care
- Where CARL's peers are being bought and sold.
- Every recent Form 4
- The market-wide feed, updated as filings arrive from SEC EDGAR.
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