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CIK 0001794546 · Non-accelerated filer<br>Smaller reporting company<br>Emerging growth company

CARLSMED, INC.

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Ticker
CARL
Exchange
Nasdaq
Industry
Surgical & Medical Instruments & Apparatus
FY end
Dec 31
Incorporated
DE
Entity type
operating
EIN
831081863
Phone
858-295-9290
Business address
1800 ASTON AVENUE, SUITE 100, CARLSBAD, CA, 92008
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$29,305
in 4 filings, $29K under 10b5-1 plans

Net −$29,305. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Pace of trading Bought Sold

Who's trading

90 days

  1. Bertolini Jeffrey −$29K Chief Operating Officer sold 8% of stake
Date Insider Transaction Shares Price Value Owned after
2026-11-03 Bertolini Jeffrey Chief Operating Officer Option exercise 10b5-1 +747 $5.92 $4K 23,236
2026-11-03 Bertolini Jeffrey Chief Operating Officer Sale 10b5-1 −747 $15.15 $11K 22,489
2026-11-03 Bertolini Jeffrey Chief Operating Officer Option exercise · Stock Option (Right to Buy) 10b5-1 −747 20,908
2026-10-30 Bertolini Jeffrey Chief Operating Officer Option exercise 10b5-1 +243 $2.23 $542 22,732
2026-10-30 Bertolini Jeffrey Chief Operating Officer Sale 10b5-1 −243 $15.80 $4K 22,489
2026-10-30 Bertolini Jeffrey Chief Operating Officer Option exercise · Stock Option (Right to Buy) 10b5-1 −243 5,582
2026-10-05 Bertolini Jeffrey Chief Operating Officer Option exercise 10b5-1 +747 $5.92 $4K 23,236
2026-10-05 Bertolini Jeffrey Chief Operating Officer Sale 10b5-1 −747 $14.39 $11K 22,489
2026-10-05 Bertolini Jeffrey Chief Operating Officer Option exercise · Stock Option (Right to Buy) 10b5-1 −747 21,655
2026-09-30 Bertolini Jeffrey Chief Operating Officer Option exercise 10b5-1 +243 $2.23 $542 22,732
2026-09-30 Bertolini Jeffrey Chief Operating Officer Sale 10b5-1 −243 $13.99 $3K 22,489
2026-09-30 Bertolini Jeffrey Chief Operating Officer Option exercise · Stock Option (Right to Buy) 10b5-1 −243 5,825
2026-09-28 Heppenstall Richard CFO, Treasurer Grant or award +89,286 89,286
2026-09-28 Heppenstall Richard CFO, Treasurer Grant or award · Stock Option (Right to Buy) +180,137 180,137
2026-09-08 Bertolini Jeffrey Chief Operating Officer Grant or award · Stock Option (Right to Buy) +50,000 50,000
2026-06-03 OBOYLE KEVIN C Director Grant or award +13,698 31,031
2026-06-03 Sidow Kevin Director Grant or award +13,698 73,264
2026-06-03 ROOT JONATHAN D Director Grant or award +13,698 497,697
2026-06-03 YOUNG PHILIP M Director Grant or award +13,698 31,031
2026-03-03 Cordonnier Michael CEO, President Option exercise +160,567 $0.34 $54K 1,517,213

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