Carlsmed, Inc.
CARL- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001794546
In the last 90 days, Carlsmed, Inc. insiders filed 1 open-market purchase and 0 sales; 74 institutions reported holding it in 13F filings for Q2 2026, worth $59.3M in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Carlsmed, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 1 filing
- 1 insider, $3.00M in total
- Open-market sells
- 0 filings
- Insiders trading
- 1
- Net value
- +$3.00M
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Carlsmed, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Tansey Casey M | 10% Owner | 200,000Indirect | Sep 15, 2026 | 1 |
| U.S. Venture Partners XII, L.P. | 10% Owner | 200,000Indirect | Sep 15, 2026 | 1 |
| Presidio Management Group XII, L.L.C. | 10% Owner | 200,000Indirect | Sep 15, 2026 | 1 |
| Bertolini Jeffrey | Chief Operating Officer | – | Sep 10, 2026 | 1 |
| Young Philip M | Director | 31,031 | Jun 22, 2026 | 1 |
| Oboyle Kevin C | Director | 31,031 | Jun 22, 2026 | 1 |
| Root Jonathan D | Director | 497,697 | Jun 22, 2026 | 1 |
| Sidow Kevin | Director | 73,264 | Jun 22, 2026 | 1 |
| Cordonnier Michael | CEO, President | 1,550,477 | Mar 4, 2026 | 2 |
| Greenstein Leonard M. | CFO, Treasurer | 188,346 | Jan 30, 2026 | 1 |
| Durall William Scott | Chief Commercial Officer | 44,977 | Jan 30, 2026 | 1 |
| Casey Niall | Chief IP Officer | 982,562 | Jan 30, 2026 | 1 |
| B Capital Healthcare I, L.P. | 10% Owner | 931,452Indirect | Jul 24, 2025 | 0 |
| B Capital Global Growth III, L.P. | 10% Owner | 931,452Indirect | Jul 24, 2025 | 0 |
| B Capital Group Management, L.P. | 10% Owner | 931,452Indirect | Jul 24, 2025 | 0 |
| Hornet Co-Invest, LP | 10% Owner | 931,452Indirect | Jul 24, 2025 | 0 |
| Hornet Co-Invest Investors, Ltd. | 10% Owner | 931,452Indirect | Jul 24, 2025 | 0 |
| Mittendorff Robert II | Director | 931,452Indirect | Jul 24, 2025 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jul 24, 2025 (view filing) | Jul 24 | Same day | Young Philip MDirector | PPurchase | +60.0K | $15.00 | +$900.0K | New position53.3K after | 2 lots |
| Jul 24, 2025 (view filing) | Jul 24 | Same day | Root Jonathan DDirector | PPurchase | +466.7K | $15.00 | +$7.00M | +2,692.4%484.0K after | |
| Jul 24, 2025 (view filing) | Jul 24 | Same day | Mittendorff Robert IIDirector | PPurchase | +1.33M | $15.00 | +$20.0M | +36.2%5.01M after | |
| Jul 24, 2025 (view filing) | Jul 24 | Same day | Sidow KevinDirector | PPurchase | +13.3K | $15.00 | +$200.0K | +28.8%59.6K after | |
| Jul 24, 2025 (view filing)8:51 PM ET | Jul 24 | Same day | B Capital Healthcare I, L.P. and 4 others10% Owner | PPurchase | +1.33M | $15.00 | +$20.0M | +36.2%5.01M after | Duplicate filing |
| Mar 4, 2026 (view filing)4:05 PM ET | Mar 2 | 2 days | Cordonnier MichaelCEO, President | SSale | −197.9K | $13.29 | −$2.63M | −12.7%1.36M after | |
| Sep 15, 2026 (view filing)5:07 PM ET | Jul 24, 2025 | 418 days | Tansey Casey M and 2 others10% Owner | PPurchase | +200.0K | $15.00 | +$3.00M | New position200.0K after | Amended |