CARL · Insider Trading
Carlsmed, Inc. Common Stock
Every open-market purchase and sale reported by CARL officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-06 | Jeffrey Bertolini | Chief Operating Officer | MIXED | — | −$6.33K |
| 2026-10-01 | Jeffrey Bertolini | Chief Operating Officer | MIXED | — | −$2.86K |
| 2026-09-30 | Richard Heppenstall | CFO, Treasurer | A | +89,286 | — |
| 2026-09-15 | Presidio Management Group XII, L.L.C. | 10%+ Owner | Buy | +600,000 | +$9.00M |
| 2026-09-10 | Jeffrey Bertolini | Chief Operating Officer | A | +50,000 deriv. | — |
| 2026-06-22 | Kevin C Oboyle | Director | A | +13,698 | — |
| 2026-06-22 | Kevin Sidow | Director | A | +13,698 | — |
| 2026-06-22 | Jonathan D Root | Director | A | +13,698 | — |
| 2026-06-22 | Philip M Young | Director | A | +13,698 | — |
| 2026-03-04 | Michael Cordonnier | CEO, President | MIXED | +193,831 | −$2.37M |
| 2026-01-30 | Leonard M. Greenstein | CFO, Treasurer | A | +44,977 | — |
| 2026-01-30 | Michael Cordonnier | CEO, President | A | +117,316 | — |
| 2026-01-30 | Niall Casey | Chief IP Officer | A | +44,977 | — |
| 2026-01-30 | William Scott Durall | Chief Commercial Officer | A | +44,977 | — |
| 2025-07-24 | Leonard M. Greenstein | CFO, Treasurer | A | +71,429 deriv. | — |
| 2025-07-24 | William Scott Durall | Chief Commercial Officer | A | +71,429 deriv. | — |
| 2025-07-24 | Niall Casey | Chief IP Officer, Secretary | M | +3,612 | — |
| 2025-07-24 | Kevin Sidow | Director | MIXED | +59,566 | +$200.00K |
| 2025-07-24 | Philip M Young | Director | MIXED | +106,232 | +$899.99K |
| 2025-07-24 | Kevin C Oboyle | Director | A | +17,333 | — |
| 2025-07-24 | Michael Cordonnier | CEO, President | M | +3,612 | — |
| 2025-07-24 | Robert Mittendorff II | Director | MIXED | +8,321,763 | +$20.00M |
| 2025-07-24 | Presidio Management Group XII, L.L.C. | 10%+ Owner | C | +16,926,219 | — |
| 2025-07-24 | Jonathan D Root | Director | MIXED | +6,126,072 | +$7.00M |
| 2025-07-24 | B Capital Global Growth III, L.P. | 10%+ Owner | MIXED | +41,608,815 | +$100.00M |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Robert Mittendorff II | Director | 5,013,839 | $67.24M |
| B Capital Global Growth III, L.P. | 10%+ Owner | 3,680,506 | $49.36M |
| Michael Cordonnier | CEO, President | 1,517,213 | $20.35M |
| Niall Casey | Chief IP Officer | 982,562 | $13.18M |
| Jonathan D Root | Director | 716,221 | $9.60M |
| Presidio Management Group XII, L.L.C. | 10%+ Owner | 200,000 | $2.68M |
| Leonard M. Greenstein | CFO, Treasurer | 188,346 | $2.53M |
| Richard Heppenstall | CFO, Treasurer | 89,286 | $1.20M |
| Philip M Young | Director | 84,364 | $1.13M |
| Kevin Sidow | Director | 73,264 | $982.47K |
| William Scott Durall | Chief Commercial Officer | 44,977 | $603.14K |
| Kevin C Oboyle | Director | 31,031 | $416.13K |
| Jeffrey Bertolini | Chief Operating Officer | 22,489 | $301.58K |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the CARL quote page; the site-wide leaderboard is on the insider transactions hub.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.