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buyNotable cluster of 6

Philip M Young bought $900k of CARL

director at CARLSMED, INC.. 59,999 shares at an average of $15.00, traded Jul 24, 2025, filed Jul 24, 2025.

Conviction score
74
Value
$900k
59,999 shares
Holdings after
53,333
+208% from before
From 52-week low
0%
low $14.45, close $14.45
From 52-week high
-0%
high $14.50, as of Jul 24, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $900k at market
    +24
  • Relative to holdings
    Holdings up 208%
    +10
  • Price context
    0% above the 52-week low
    +10
  • Cluster
    6 insiders buying within 14 days
    +15
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

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.

CARLOct 9, 2026 · close 14.42
Since filing Jul 24, 2025: -0.2%SPY +24.4% · excess -24.6%

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 0000950170-25-098528, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Jul 22, 2025AGrant or award
Common Stock
+17,333$0.00$017,333Jul 24, 2025
Jul 24, 2025CConversion
Common Stockindirect: See Footnotes
+28,900--28,900Jul 24, 2025
Jul 24, 2025POpen-market purchase
Common Stockindirect: See Footnotes
+6,666$15.00$100k35,566Jul 24, 2025
Jul 24, 2025POpen-market purchase
Common Stockindirect: See Footnotes
+53,333$15.00$800k53,333Jul 24, 2025
Jul 24, 2025CConversion
Series B Preferred Stockderivativeindirect: See Footnotes
-28,900--0Jul 24, 2025

Related signals

Other insiders at CARLSMED, INC. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
0Weak
CARLsell10b5-1
CARLSMED, INC.
Jeffrey Bertolini
Chief Operating Officer
$11k
747 shares
-3%
0Weak
CARLsell10b5-1
CARLSMED, INC.
Jeffrey Bertolini
Chief Operating Officer
$3,400
243 shares
-1%
65Notable
CARLbuy 6
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
CARLbuy 6
CARLSMED, INC.
B Capital Group Management, L.p.
owner
$20M
1,333,333 shares
+36%
75Notable
CARLbuy 6
CARLSMED, INC.
Jonathan D Root
director
$7.0M
466,666 shares
+2692%
71Notable
CARLbuy 6
CARLSMED, INC.
Robert Mittendorff II
director
$20M
1,333,333 shares
+36%
58Moderate
CARLbuy 6
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.

Philip M Young bought $900k of CARL | InsiderTell