Insider · CIK 0002147819
Jeffrey Bertolini
Files at CARL (CARLSMED, INC.). First filing Oct 1, 2026, latest Oct 6, 2026.
Jeffrey Bertolini files SEC Form 4 as COO at CARL (CARLSMED, INC.). Since Oct 1, 2026, Jeffrey Bertolini has reported 0 open-market buys worth $0 and 2 open-market sells worth $14k, the latest filed on Oct 6, 2026.
A track record needs three past buys with six months of prices behind them; Jeffrey Bertolini has 0, so none is measured yet.
The newest scored trade: sold $11k of CARL on Oct 5, 2026, filed Oct 6, 2026, scored 0 (weak), under a 10b5-1 plan. In the last 12 months: 0 buys worth $0 and 2 sells worth $14k.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
CARL: CARLSMED, INC.
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
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 0Weak | CARLSMED, INC. | $11k 747 shares | -3% | - | |
| 0Weak | CARLSMED, INC. | $3,400 243 shares | -1% | - |
Transactions
Every row this insider has filed, 7 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Oct 5, 2026 | CARL CARLSMED, INC. | MOption exercise Common Stock10b5-1 | +747 | $5.92 | $4,419 | 23,236 | 7 d ago |
| Oct 5, 2026 | CARL CARLSMED, INC. | SOpen-market sale Common Stock10b5-1 | -747 | $14.39 | $11k | 22,489 | 7 d ago |
| Oct 5, 2026 | CARL CARLSMED, INC. | MOption exercise Stock Option (Right to Buy)derivative10b5-1 | -747 | $0.00 | $0 | 21,655 | 7 d ago |
| Sep 30, 2026 | CARL CARLSMED, INC. | MOption exercise Common Stock10b5-1 | +243 | $2.23 | $542 | 22,732 | 12 d ago |
| Sep 30, 2026 | CARL CARLSMED, INC. | SOpen-market sale Common Stock10b5-1 | -243 | $13.99 | $3,400 | 22,489 | 12 d ago |
| Sep 30, 2026 | CARL CARLSMED, INC. | MOption exercise Stock Option (Right to Buy)derivative10b5-1 | -243 | $0.00 | $0 | 5,825 | 12 d ago |
| Sep 8, 2026 | CARL CARLSMED, INC. | AGrant or award Stock Option (Right to Buy)derivative | +50,000 | $0.00 | $0 | 50,000 | 33 d ago |
Questions about Jeffrey Bertolini
Answered from the filings on this page, as of the latest one.
Is Jeffrey Bertolini buying or selling?
In the last 12 months Jeffrey Bertolini reported 0 open-market buys worth $0 and 2 open-market sells worth $14k on SEC Form 4; the latest was sold $11k of CARL on Oct 5, 2026. Grants, option exercises and tax withholding are not counted.
How did Jeffrey Bertolini's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Jeffrey Bertolini has 0.
Where does Jeffrey Bertolini file Form 4?
Jeffrey Bertolini has filed Form 4 at CARL (CARLSMED, INC.) as Chief Operating Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
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.