CARL insider transaction filings

CARLSMED, INC. — 20 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-06-22. Screen CARL transaction legs live →

FiledFormInsiderReported transactionsSource
2026-06-224Sidow Kevin — DirectorGrant/award (A): 13,698 @ $0EDGAR
2026-06-224ROOT JONATHAN D — DirectorGrant/award (A): 13,698 @ $0EDGAR
2026-06-224OBOYLE KEVIN C — DirectorGrant/award (A): 13,698 @ $0EDGAR
2026-06-224YOUNG PHILIP M — DirectorGrant/award (A): 13,698 @ $0EDGAR
2026-03-044Cordonnier Michael — CEO, President, DirectorOption exercise (M): 197,855 @ $0.34 · Sale (S): 197,855 @ $13.29 · Option exercise (M): 160,567 @ $0.34 · Option exercise (M): 33,264 @ $4.35 · Option exercise (M): 197,855 (derivative) @ $0 · Option exercise (M): 160,567 (derivative) @ $0 · +1 moreEDGAR
2026-01-304Durall William Scott — Chief Commercial OfficerGrant/award (A): 44,977 @ $0EDGAR
2026-01-304Casey Niall — Chief IP Officer, DirectorGrant/award (A): 44,977 @ $0EDGAR
2026-01-304Cordonnier Michael — CEO, President, DirectorGrant/award (A): 117,316 @ $0EDGAR
2026-01-304Greenstein Leonard M. — CFO, TreasurerGrant/award (A): 44,977 @ $0EDGAR
2025-07-244B CAPITAL GROUP MANAGEMENT, L.P. — 10% owner
B Capital Global Growth III, L.P. — 10% owner
B Capital Healthcare I, L.P. — 10% owner
Hornet Co-Invest Investors, Ltd. — 10% owner
Hornet Co-Invest, LP — 10% owner
Conversion (C): 3,680,506 · Purchase (P): 1,333,333 @ $15 · Conversion (C): 2,376,472 · Conversion (C): 931,452 · Conversion (C): 1,445,020 (derivative) · Conversion (C): 2,235,486 (derivative) · +3 moreEDGAR
2025-07-244Durall William Scott — Chief Commercial OfficerGrant/award (A): 71,429 (derivative) @ $0EDGAR
2025-07-244Cordonnier Michael — CEO, President, DirectorOption exercise (M): 3,612 · Grant/award (A): 142,857 (derivative) @ $0 · Conversion (C): 3,612 (derivative)EDGAR
2025-07-244Casey Niall — Chief IP Officer, Secretary, DirectorOption exercise (M): 3,612 · Grant/award (A): 53,571 (derivative) @ $0 · Conversion (C): 3,612 (derivative)EDGAR
2025-07-244Greenstein Leonard M. — CFO, TreasurerGrant/award (A): 71,429 (derivative) @ $0EDGAR
2025-07-244Mittendorff Robert II — DirectorConversion (C): 3,680,506 · Purchase (P): 1,333,333 @ $15 · Conversion (C): 2,376,472 · Conversion (C): 931,452 · Conversion (C): 1,445,020 (derivative) · Conversion (C): 2,235,486 (derivative) · +3 moreEDGAR
2025-07-244Presidio Management Group XII, L.L.C. — 10% owner
U.S. Venture Partners XII, L.P. — 10% owner
Tansey Casey M — 10% owner
Conversion (C): 2,948,794 · Conversion (C): 825,135 · Conversion (C): 531,877 · Conversion (C): 149,655 · Conversion (C): 41,876 · Conversion (C): 26,993 · +8 moreEDGAR
2025-07-244Sidow Kevin — DirectorGrant/award (A): 17,333 @ $0 · Option exercise (M): 28,900 · Purchase (P): 13,333 @ $15 · Conversion (C): 28,900 (derivative)EDGAR
2025-07-244ROOT JONATHAN D — DirectorGrant/award (A): 17,333 @ $0 · Conversion (C): 2,948,794 · Conversion (C): 825,135 · Conversion (C): 531,877 · Conversion (C): 149,655 · Conversion (C): 41,876 · +10 moreEDGAR
2025-07-244OBOYLE KEVIN C — DirectorGrant/award (A): 17,333 @ $0EDGAR
2025-07-244YOUNG PHILIP M — DirectorGrant/award (A): 17,333 @ $0 · Conversion (C): 28,900 · Purchase (P): 6,666 @ $15 · Purchase (P): 53,333 @ $15 · Conversion (C): 28,900 (derivative)EDGAR

Recent 8-K events — CARLSMED, INC.

FiledFormItems reportedSource
2026-08-058-K2.02 — Results of Operations and Financial Condition
9.01 — Financial Statements and Exhibits
EDGAR
2026-06-038-K5.07 — Submission of Matters to a Vote of Security HoldersEDGAR
2026-05-058-K2.02 — Results of Operations and Financial Condition
9.01 — Financial Statements and Exhibits
EDGAR
2026-02-258-K2.02 — Results of Operations and Financial Condition
9.01 — Financial Statements and Exhibits
EDGAR
2026-01-128-K2.02 — Results of Operations and Financial Condition
9.01 — Financial Statements and Exhibits
EDGAR
2025-11-068-K2.02 — Results of Operations and Financial Condition
9.01 — Financial Statements and Exhibits
EDGAR
2025-10-308-K1.01 — Entry into a Material Definitive Agreement
2.03 — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
9.01 — Financial Statements and Exhibits
EDGAR
2025-08-288-K2.02 — Results of Operations and Financial Condition
9.01 — Financial Statements and Exhibits
EDGAR
2025-07-248-K5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
8.01 — Other Events
9.01 — Financial Statements and Exhibits
EDGAR
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