Jeffrey Bertolini sold $3,400 of CARL
Chief Operating Officer at CARLSMED, INC.. 243 shares at an average of $13.99, traded Sep 30, 2026, filed Oct 1, 2026.
Score components
- +20RoleCOO
- 0Trade size$3k at market
- 0Share of holdings soldSold 1.1% of holdings
- 0ClusterNo other insider selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001193125-26-410891, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | MOption exercise Common Stock10b5-1 | +243 | $2.23 | $542 | 22,732 | 13 d ago |
| Sep 30, 2026 | SOpen-market sale Common Stock10b5-1 | -243 | $13.99 | $3,400 | 22,489 | 13 d ago |
| Sep 30, 2026 | MOption exercise Stock Option (Right to Buy)derivative10b5-1 | -243 | $0.00 | $0 | 5,825 | 13 d ago |
Related signals
Other insiders at CARLSMED, INC. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 0Weak | CARLSMED, INC. | Jeffrey Bertolini Chief Operating Officer | $11k 747 shares | -3% | |
| 65Notable | CARLSMED, INC. | Presidio Management Group XII, L.L.C. owner | $3.0M 200,000 shares | - | |
| 40Moderate | CARLsell CARLSMED, INC. | Michael Cordonnier CEO, President | $2.6M 197,855 shares | -13% | |
| 63Notable | CARLSMED, INC. | B Capital Group Management, L.p. owner | $20M 1,333,333 shares | +36% | |
| 74Notable | CARLSMED, INC. | Philip M Young director | $900k 59,999 shares | +208% | |
| 75Notable | CARLSMED, INC. | Jonathan D Root director | $7.0M 466,666 shares | +2692% | |
| 71Notable | CARLSMED, INC. | Robert Mittendorff II director | $20M 1,333,333 shares | +36% | |
| 58Moderate | CARLSMED, INC. | Kevin Sidow director | $200k 13,333 shares | +29% |
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.