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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
2026-03-03 Cordonnier Michael CEO, President Option exercise +33,264 $4.35 $145K 1,550,477
2026-03-03 Cordonnier Michael CEO, President Option exercise · Stock Option (Right to Buy) −160,567 0
2026-03-03 Cordonnier Michael CEO, President Option exercise · Stock Option (Right to Buy) −33,264 191,692
2026-03-02 Cordonnier Michael CEO, President Option exercise +197,855 $0.34 $66K 1,554,501
2026-03-02 Cordonnier Michael CEO, President Sale −197,855 $13.29 $2.6M 1,356,646
2026-03-02 Cordonnier Michael CEO, President Option exercise · Stock Option (Right to Buy) −197,855 160,567
2026-01-28 Durall William Scott Chief Commercial Officer Grant or award +44,977 44,977
2026-01-28 Casey Niall Chief IP Officer Grant or award +44,977 982,562
2026-01-28 Cordonnier Michael CEO, President Grant or award +117,316 1,356,646
2026-01-28 Greenstein Leonard M. CFO, Treasurer Grant or award +44,977 188,346
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Purchase +200,000 $15.00 $3.0M 200,000
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion +2,948,794 2,948,794
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion +825,135 3,773,929
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion +531,877 4,305,806
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion +149,655 149,655
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion +41,876 191,531
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion +26,993 218,524
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion +1,117,743 1,117,743
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion · Preferred Series A Stock −2,948,794 0
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion · Preferred Series B Stock −825,135 0

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