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Tansey Casey M's Form 4 filing

Carlsmed, Inc. (CARL) · filed Jul 24, 2025

Accession no.
0001415889-25-020276
Filed
Jul 24, 2025, 8:47 PM ET
Trade date
Jul 24, 2025
Filing delay
Same day
Rule 10b5-1 plan
Not checked

This filing lists 7 non-derivative transactions and 7 derivative transactions. It was filed on the trade date.

This filing was later replaced by the amendment 0001193125-26-392111 (Sep 15, 2026). Trade tables on this site use the amended version.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Tansey Casey MCIK 000147432210% Owner
U.S. Venture Partners XII, L.P.CIK 000173481910% Owner
Presidio Management Group XII, L.L.C.CIK 000173482010% Owner

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Jul 24, 2025Common StockCConversionAcquired+2,948,794–F1–2,948,794Indirect
Jul 24, 2025Common StockCConversionAcquired+825,135–F1–3,773,929Indirect
Jul 24, 2025Common StockCConversionAcquired+531,877–F1–4,305,806Indirect
Jul 24, 2025Common StockCConversionAcquired+149,655–F1–149,655Indirect
Jul 24, 2025Common StockCConversionAcquired+41,876–F1–191,531Indirect
Jul 24, 2025Common StockCConversionAcquired+26,993–F1–218,524Indirect
Jul 24, 2025Common StockCConversionAcquired+1,117,743–F1–1,117,743Indirect

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Jul 24, 2025Common StockCConversionDisposed−2,948,794$0.00$00Indirect
Jul 24, 2025Common StockCConversionDisposed−825,135$0.00$00Indirect
Jul 24, 2025Common StockCConversionDisposed−531,877$0.00$00Indirect
Jul 24, 2025Common StockCConversionDisposed−149,655$0.00$00Indirect
Jul 24, 2025Common StockCConversionDisposed−41,876$0.00$00Indirect
Jul 24, 2025Common StockCConversionDisposed−26,993$0.00$00Indirect
Jul 24, 2025Common StockCConversionDisposed−1,117,743$0.00$00Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

Referenced by the price of 7 transactions in Table I.

Read the full filing on SEC EDGAR (opens in a new tab)