Jonathan D Root bought $7.0M of CARL
director at CARLSMED, INC.. 466,666 shares at an average of $15.00, traded Jul 24, 2025, filed Jul 24, 2025.
Score components
- +15RoleDirector
- +25Trade size$7.0M at market
- +10Relative to holdingsHoldings up 2692%
- +10Price context0% above the 52-week low
- +15Cluster6 insiders buying within 14 days
- 0Repeat buyingFirst buy in 90 days
- 0Track recordToo few past buys to judge (0 with prices)
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.
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 0000950170-25-098529, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Jul 22, 2025 | AGrant or award Common Stock | +17,333 | $0.00 | $0 | 17,333 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Common Stockindirect: See footnotes | +2,948,794 | - | - | 2,948,794 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Common Stockindirect: See footnotes | +825,135 | - | - | 3,773,929 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Common Stockindirect: See footnotes | +531,877 | - | - | 4,305,806 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Common Stockindirect: See footnotes | +149,655 | - | - | 149,655 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Common Stockindirect: See footnotes | +41,876 | - | - | 191,531 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Common Stockindirect: See footnotes | +26,993 | - | - | 218,524 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Common Stockindirect: See footnotes | +1,117,743 | - | - | 1,117,743 | Jul 24, 2025 |
| Jul 24, 2025 | POpen-market purchase Common Stock | +466,666 | $15.00 | $7.0M | 483,999 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Series A Preferred Stockderivativeindirect: See footnotes | -2,948,794 | - | - | 0 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Series B Preferred Stockderivativeindirect: See footnotes | -825,135 | - | - | 0 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Series C Preferred Stockderivativeindirect: See footnotes | -531,877 | - | - | 0 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Series A Preferred Stockderivativeindirect: See footnotes | -149,655 | - | - | 0 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Series B Preferred Stockderivativeindirect: See footnotes | -41,876 | - | - | 0 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Series C Preferred Stockderivativeindirect: See footnotes | -26,993 | - | - | 0 | Jul 24, 2025 |
| Jul 24, 2025 | CConversion Series C Preferred Stockderivativeindirect: See footnotes | -1,117,743 | - | - | 0 | Jul 24, 2025 |
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% | |
| 0Weak | CARLSMED, INC. | Jeffrey Bertolini Chief Operating Officer | $3,400 243 shares | -1% | |
| 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% | |
| 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.