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Nasdaq · CIK 0001794546

CARL CARLSMED, INC.

Insider trading from SEC Form 4. Last filing 6 d ago. Close $14.42 on Oct 9, 2026, +63% from the 52-week low and -15% from the high.

Last 90 days

Net insider value
+$3.0M
more bought than sold
Buys
1
$3.0M by 1 insider
Sells
2
$14k by 1 insider
Insiders on file
13
with a Form 4 at this company

Price and insider trades, last year

CARLOct 9, 2026 · close 14.42

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

Open-market buys and sells at CARLSMED, INC., scored.

ScoreInsiderValueHoldingsPrice contextFiled
0WeakJeffrey Bertolini
Chief Operating Officer
sell
$11k
747 shares
-3%-
0WeakJeffrey Bertolini
Chief Operating Officer
sell
$3,400
243 shares
-1%-
65NotablePresidio Management Group XII, L.L.C.
owner
buy
$3.0M
200,000 shares
-0% from low-0% from high
40ModerateMichael Cordonnier
CEO, President
sell
$2.6M
197,855 shares
-13%+24% from low-21% from high
63NotableB Capital Group Management, L.p.
owner
buy
$20M
1,333,333 shares
+36%0% from low-0% from high
74NotablePhilip M Young
director
buy
$900k
59,999 shares
+208%0% from low-0% from high
75NotableJonathan D Root
director
buy
$7.0M
466,666 shares
+2692%0% from low-0% from high
71NotableRobert Mittendorff II
director
buy
$20M
1,333,333 shares
+36%0% from low-0% from high
58ModerateKevin Sidow
director
buy
$200k
13,333 shares
+29%0% from low-0% from high

Transactions

The last 87 rows filed, every code.

DateInsiderTransactionSharesPriceValueHoldings afterFiled
Oct 5, 2026Jeffrey Bertolini
Chief Operating Officer
MOption exercise
Common Stock10b5-1
+747$5.92$4,41923,2366 d ago
Oct 5, 2026Jeffrey Bertolini
Chief Operating Officer
SOpen-market sale
Common Stock10b5-1
-747$14.39$11k22,4896 d ago
Oct 5, 2026Jeffrey Bertolini
Chief Operating Officer
MOption exercise
Stock Option (Right to Buy)derivative10b5-1
-747$0.00$021,6556 d ago
Sep 30, 2026Jeffrey Bertolini
Chief Operating Officer
MOption exercise
Common Stock10b5-1
+243$2.23$54222,73211 d ago
Sep 30, 2026Jeffrey Bertolini
Chief Operating Officer
SOpen-market sale
Common Stock10b5-1
-243$13.99$3,40022,48911 d ago
Sep 30, 2026Jeffrey Bertolini
Chief Operating Officer
MOption exercise
Stock Option (Right to Buy)derivative10b5-1
-243$0.00$05,82511 d ago
Sep 28, 2026Richard Heppenstall
CFO, Treasurer
AGrant or award
Common Stock
+89,286$0.00$089,28612 d ago
Sep 28, 2026Richard Heppenstall
CFO, Treasurer
AGrant or award
Stock Option (Right to Buy)derivative
+180,137$0.00$0180,13712 d ago
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
POpen-market purchase
Common Stockindirect: See footnote
+200,000$15.00$3.0M200,00027 d ago
Sep 8, 2026Jeffrey Bertolini
Chief Operating Officer
AGrant or award
Stock Option (Right to Buy)derivative
+50,000$0.00$050,00032 d ago
Mar 2, 2026Michael Cordonnier
CEO, President
MOption exercise
Common Stock
+197,855$0.34$66k1,554,501Mar 4, 2026
Mar 2, 2026Michael Cordonnier
CEO, President
SOpen-market sale
Common Stock
-197,855$13.29$2.6M1,356,646Mar 4, 2026
Mar 3, 2026Michael Cordonnier
CEO, President
MOption exercise
Common Stock
+160,567$0.34$54k1,517,213Mar 4, 2026
Mar 3, 2026Michael Cordonnier
CEO, President
MOption exercise
Common Stock
+33,264$4.35$145k1,550,477Mar 4, 2026
Mar 2, 2026Michael Cordonnier
CEO, President
MOption exercise
Stock Option (Right to Buy)derivative
-197,855$0.00$0160,567Mar 4, 2026
Mar 3, 2026Michael Cordonnier
CEO, President
MOption exercise
Stock Option (Right to Buy)derivative
-160,567$0.00$00Mar 4, 2026
Mar 3, 2026Michael Cordonnier
CEO, President
MOption exercise
Stock Option (Right to Buy)derivative
-33,264$0.00$0191,692Mar 4, 2026
Jan 28, 2026Leonard M. Greenstein
CFO, Treasurer
AGrant or award
Common Stock
+44,977$0.00$0188,346Jan 30, 2026
Jan 28, 2026Michael Cordonnier
CEO, President
AGrant or award
Common Stock
+117,316$0.00$01,356,646Jan 30, 2026
Jan 28, 2026Niall Casey
Chief IP Officer
AGrant or award
Common Stock
+44,977$0.00$0982,562Jan 30, 2026
Jan 28, 2026William Scott Durall
Chief Commercial Officer
AGrant or award
Common Stock
+44,977$0.00$044,977Jan 30, 2026
Jul 22, 2025William Scott Durall
Chief Commercial Officer
AGrant or award
Stock Options (Right to Buy)derivative
+71,429$0.00$0296,008Jul 24, 2025
Jul 22, 2025Kevin Sidow
director
AGrant or award
Common Stock
+17,333$0.00$017,333Jul 24, 2025
Jul 22, 2025Kevin C Oboyle
director
AGrant or award
Common Stock
+17,333$0.00$017,333Jul 24, 2025
Jul 22, 2025Leonard M. Greenstein
CFO, Treasurer
AGrant or award
Stock Options (Right to Buy)derivative
+71,429$0.00$0155,102Jul 24, 2025
Jul 22, 2025Jonathan D Root
director
AGrant or award
Common Stock
+17,333$0.00$017,333Jul 24, 2025
Jul 22, 2025Philip M Young
director
AGrant or award
Common Stock
+17,333$0.00$017,333Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Common Stockindirect: See footnote
+2,948,794--2,948,794Jul 24, 2025
Jul 24, 2025Michael Cordonnier
CEO, President
MOption exercise
Common Stock
+3,612--1,239,330Jul 24, 2025
Jul 24, 2025Robert Mittendorff II
director
CConversion
Common Stockindirect: See footnotes
+3,680,506--3,680,506Jul 24, 2025
Jul 24, 2025Niall Casey
Chief IP Officer, Secretary
MOption exercise
Common Stock
+3,612--937,585Jul 24, 2025
Jul 24, 2025B Capital Group Management, L.p.
owner
CConversion
Common Stockindirect: By B Capital Global Growth III, L.P.
+3,680,506--3,680,506Jul 24, 2025
Jul 24, 2025Robert Mittendorff II
director
POpen-market purchase
Common Stockindirect: See footnotes
+1,333,333$15.00$20M5,013,839Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Common Stockindirect: See footnotes
+2,948,794--2,948,794Jul 24, 2025
Jul 22, 2025Michael Cordonnier
CEO, President
AGrant or award
Stock Options (Right to Buy)derivative
+142,857$0.00$0726,235Jul 24, 2025
Jul 24, 2025B Capital Group Management, L.p.
owner
POpen-market purchase
Common Stockindirect: By B Capital Global Growth III, L.P.
+1,333,333$15.00$20M5,013,839Jul 24, 2025
Jul 24, 2025Philip M Young
director
CConversion
Common Stockindirect: See Footnotes
+28,900--28,900Jul 24, 2025
Jul 22, 2025Niall Casey
Chief IP Officer, Secretary
AGrant or award
Stock Options (Right to Buy)derivative
+53,571$0.00$0166,049Jul 24, 2025
Jul 24, 2025Kevin Sidow
director
MOption exercise
Common Stock
+28,900--28,900Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Common Stockindirect: See footnote
+825,135--3,773,929Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Common Stockindirect: See footnote
+531,877--4,305,806Jul 24, 2025
Jul 24, 2025Robert Mittendorff II
director
CConversion
Common Stockindirect: See footnotes
+2,376,472--2,376,472Jul 24, 2025
Jul 24, 2025Niall Casey
Chief IP Officer, Secretary
CConversion
Series B Preferred Stockderivative
-3,612--0Jul 24, 2025
Jul 24, 2025Kevin Sidow
director
POpen-market purchase
Common Stock
+13,333$15.00$200k59,566Jul 24, 2025
Jul 24, 2025Michael Cordonnier
CEO, President
CConversion
Series B Preferred Stockderivative
-3,612--0Jul 24, 2025
Jul 24, 2025B Capital Group Management, L.p.
owner
CConversion
Common Stockindirect: By B Capital Healthcare I, L.P.
+2,376,472--2,376,472Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Common Stockindirect: See footnotes
+825,135--3,773,929Jul 24, 2025
Jul 24, 2025Philip M Young
director
POpen-market purchase
Common Stockindirect: See Footnotes
+6,666$15.00$100k35,566Jul 24, 2025
Jul 24, 2025Kevin Sidow
director
CConversion
Series B Preferred Stockderivative
-28,900--0Jul 24, 2025
Jul 24, 2025Philip M Young
director
POpen-market purchase
Common Stockindirect: See Footnotes
+53,333$15.00$800k53,333Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Common Stockindirect: See footnote
+149,655--149,655Jul 24, 2025
Jul 24, 2025Robert Mittendorff II
director
CConversion
Common Stockindirect: See footnotes
+931,452--931,452Jul 24, 2025
Jul 24, 2025B Capital Group Management, L.p.
owner
CConversion
Common Stockindirect: By Hornet Co-Invest, L.P.
+931,452--931,452Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Common Stockindirect: See footnotes
+531,877--4,305,806Jul 24, 2025
Jul 24, 2025Philip M Young
director
CConversion
Series B Preferred Stockderivativeindirect: See Footnotes
-28,900--0Jul 24, 2025
Jul 24, 2025Robert Mittendorff II
director
CConversion
Series B Preferred Stockderivativeindirect: See footnotes
-1,445,020--0Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Common Stockindirect: See footnotes
+149,655--149,655Jul 24, 2025
Jul 24, 2025B Capital Group Management, L.p.
owner
CConversion
Series B Preferred Stockderivativeindirect: By B Capital Global Growth III, L.P.
-1,445,020--0Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Common Stockindirect: See footnote
+41,876--191,531Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Common Stockindirect: See footnote
+26,993--218,524Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Common Stockindirect: See footnotes
+41,876--191,531Jul 24, 2025
Jul 24, 2025B Capital Group Management, L.p.
owner
CConversion
Series C Preferred Stockderivativeindirect: By B Capital Global Growth III, L.P.
-2,235,486--0Jul 24, 2025
Jul 24, 2025Robert Mittendorff II
director
CConversion
Series C Preferred Stockderivativeindirect: See footnotes
-2,235,486--0Jul 24, 2025
Jul 24, 2025B Capital Group Management, L.p.
owner
CConversion
Series B Preferred Stockderivativeindirect: By B Capital Healthcare I, L.P.
-1,445,020--0Jul 24, 2025
Jul 24, 2025Robert Mittendorff II
director
CConversion
Series B Preferred Stockderivativeindirect: See footnotes
-1,445,020--0Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Common Stockindirect: See footnotes
+26,993--218,524Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Common Stockindirect: See footnote
+1,117,743--1,117,743Jul 24, 2025
Jul 24, 2025B Capital Group Management, L.p.
owner
CConversion
Series C Preferred Stockderivativeindirect: By B Capital Healthcare I, L.P.
-931,452--0Jul 24, 2025
Jul 24, 2025Robert Mittendorff II
director
CConversion
Series C Preferred Stockderivativeindirect: See footnotes
-931,452--0Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Preferred Series A Stockderivativeindirect: See footnotes
-2,948,794$0.00$00Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Common Stockindirect: See footnotes
+1,117,743--1,117,743Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
POpen-market purchase
Common Stock
+466,666$15.00$7.0M483,999Jul 24, 2025
Jul 24, 2025B Capital Group Management, L.p.
owner
CConversion
Series C Preferred Stockderivativeindirect: By Hornet Co-Invest, L.P.
-931,452--0Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Preferred Series B Stockderivativeindirect: See footnotes
-825,135$0.00$00Jul 24, 2025
Jul 24, 2025Robert Mittendorff II
director
CConversion
Series C Preferred Stockderivativeindirect: See footnotes
-931,452--0Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Preferred Series C Stockderivativeindirect: See footnotes
-531,877$0.00$00Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Series A Preferred Stockderivativeindirect: See footnotes
-2,948,794--0Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Preferred Series A Stockderivativeindirect: See footnotes
-149,655$0.00$00Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Series B Preferred Stockderivativeindirect: See footnotes
-825,135--0Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Preferred Stock Series Bderivativeindirect: See footnotes
-41,876$0.00$00Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Series C Preferred Stockderivativeindirect: See footnotes
-531,877--0Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Preferred Series C Stockderivativeindirect: See footnotes
-26,993$0.00$00Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Series A Preferred Stockderivativeindirect: See footnotes
-149,655--0Jul 24, 2025
Jul 24, 2025Presidio Management Group XII, L.L.C.
owner
CConversion
Preferred Series C Stockderivativeindirect: See footnotes
-1,117,743$0.00$00Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Series B Preferred Stockderivativeindirect: See footnotes
-41,876--0Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Series C Preferred Stockderivativeindirect: See footnotes
-26,993--0Jul 24, 2025
Jul 24, 2025Jonathan D Root
director
CConversion
Series C Preferred Stockderivativeindirect: See footnotes
-1,117,743--0Jul 24, 2025

Insiders

Everyone who has filed a Form 4 here.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

CARL insider trading: CARLSMED, INC. | InsiderTell