CARL insider transaction filings
CARLSMED, INC. — 22 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-09-15. Screen CARL transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 2 Form 4 filings. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 1 leg across 1 filing by 3 insiders — 200,000 shares, $3,000,000 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 1.
- Largest priced transaction: purchase of 200,000 shares @ $15.00 ($3,000,000) by Presidio Management Group XII, L.L.C., filed 2026-09-15.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| Presidio Management Group XII, L.L.C. — 10% owner & U.S. Venture Partners XII, L.P. — 10% owner & Tansey Casey M — 10% owner | 1 | 1 leg · 200,000 sh · $3,000,000 | — | — |
| Bertolini Jeffrey — Chief Operating Officer | 1 | — | — | 1 |
Recent Form 4 filings — CARLSMED, INC.
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-15 | 4/A | Presidio Management Group XII, L.L.C. — 10% owner U.S. Venture Partners XII, L.P. — 10% owner Tansey Casey M — 10% owner | Purchase (P): 200,000 @ $15 | EDGAR |
| 2026-09-10 | 4 | Bertolini Jeffrey — Chief Operating Officer | Grant/award (A): 50,000 (derivative) @ $0 | EDGAR |
| 2026-06-22 | 4 | Sidow Kevin — Director | Grant/award (A): 13,698 @ $0 | EDGAR |
| 2026-06-22 | 4 | ROOT JONATHAN D — Director | Grant/award (A): 13,698 @ $0 | EDGAR |
| 2026-06-22 | 4 | OBOYLE KEVIN C — Director | Grant/award (A): 13,698 @ $0 | EDGAR |
| 2026-06-22 | 4 | YOUNG PHILIP M — Director | Grant/award (A): 13,698 @ $0 | EDGAR |
| 2026-03-04 | 4 | Cordonnier Michael — CEO, President, Director | Option exercise (M): 197,855 @ $0.34 · Sale (S): 197,855 @ $13.29 · Option exercise (M): 160,567 @ $0.34 · Option exercise (M): 33,264 @ $4.35 · Option exercise (M): 197,855 (derivative) @ $0 · Option exercise (M): 160,567 (derivative) @ $0 · +1 more | EDGAR |
| 2026-01-30 | 4 | Durall William Scott — Chief Commercial Officer | Grant/award (A): 44,977 @ $0 | EDGAR |
| 2026-01-30 | 4 | Casey Niall — Chief IP Officer, Director | Grant/award (A): 44,977 @ $0 | EDGAR |
| 2026-01-30 | 4 | Cordonnier Michael — CEO, President, Director | Grant/award (A): 117,316 @ $0 | EDGAR |
| 2026-01-30 | 4 | Greenstein Leonard M. — CFO, Treasurer | Grant/award (A): 44,977 @ $0 | EDGAR |
| 2025-07-24 | 4 | B CAPITAL GROUP MANAGEMENT, L.P. — 10% owner B Capital Global Growth III, L.P. — 10% owner B Capital Healthcare I, L.P. — 10% owner Hornet Co-Invest Investors, Ltd. — 10% owner Hornet Co-Invest, LP — 10% owner | Conversion (C): 3,680,506 · Purchase (P): 1,333,333 @ $15 · Conversion (C): 2,376,472 · Conversion (C): 931,452 · Conversion (C): 1,445,020 (derivative) · Conversion (C): 2,235,486 (derivative) · +3 more | EDGAR |
| 2025-07-24 | 4 | Durall William Scott — Chief Commercial Officer | Grant/award (A): 71,429 (derivative) @ $0 | EDGAR |
| 2025-07-24 | 4 | Cordonnier Michael — CEO, President, Director | Option exercise (M): 3,612 · Grant/award (A): 142,857 (derivative) @ $0 · Conversion (C): 3,612 (derivative) | EDGAR |
| 2025-07-24 | 4 | Casey Niall — Chief IP Officer, Secretary, Director | Option exercise (M): 3,612 · Grant/award (A): 53,571 (derivative) @ $0 · Conversion (C): 3,612 (derivative) | EDGAR |
| 2025-07-24 | 4 | Greenstein Leonard M. — CFO, Treasurer | Grant/award (A): 71,429 (derivative) @ $0 | EDGAR |
| 2025-07-24 | 4 | Mittendorff Robert II — Director | Conversion (C): 3,680,506 · Purchase (P): 1,333,333 @ $15 · Conversion (C): 2,376,472 · Conversion (C): 931,452 · Conversion (C): 1,445,020 (derivative) · Conversion (C): 2,235,486 (derivative) · +3 more | EDGAR |
| 2025-07-24 | 4 | Presidio Management Group XII, L.L.C. — 10% owner U.S. Venture Partners XII, L.P. — 10% owner Tansey Casey M — 10% owner | Conversion (C): 2,948,794 · Conversion (C): 825,135 · Conversion (C): 531,877 · Conversion (C): 149,655 · Conversion (C): 41,876 · Conversion (C): 26,993 · +8 more | EDGAR |
| 2025-07-24 | 4 | Sidow Kevin — Director | Grant/award (A): 17,333 @ $0 · Option exercise (M): 28,900 · Purchase (P): 13,333 @ $15 · Conversion (C): 28,900 (derivative) | EDGAR |
| 2025-07-24 | 4 | ROOT JONATHAN D — Director | Grant/award (A): 17,333 @ $0 · Conversion (C): 2,948,794 · Conversion (C): 825,135 · Conversion (C): 531,877 · Conversion (C): 149,655 · Conversion (C): 41,876 · +10 more | EDGAR |
| 2025-07-24 | 4 | OBOYLE KEVIN C — Director | Grant/award (A): 17,333 @ $0 | EDGAR |
| 2025-07-24 | 4 | YOUNG PHILIP M — Director | Grant/award (A): 17,333 @ $0 · Conversion (C): 28,900 · Purchase (P): 6,666 @ $15 · Purchase (P): 53,333 @ $15 · Conversion (C): 28,900 (derivative) | EDGAR |
Recent 8-K events — CARLSMED, INC.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-09-08 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-08-05 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-03 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2026-05-05 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-02-25 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-01-12 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-11-06 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-10-30 | 8-K | 1.01 — Entry into a Material Definitive Agreement 2.03 — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-08-28 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-07-24 | 8-K | 5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
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