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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
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion · Preferred Series C Stock −531,877 0
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion · Preferred Series A Stock −149,655 0
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion · Preferred Stock Series B −41,876 0
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion · Preferred Series C Stock −26,993 0
2025-07-24 Presidio Management Group XII, L.L.C. 10% owner Conversion · Preferred Series C Stock −1,117,743 0
2025-07-24 B CAPITAL GROUP MANAGEMENT, L.P. 10% owner Conversion +3,680,506 3,680,506
2025-07-24 B CAPITAL GROUP MANAGEMENT, L.P. 10% owner Purchase +1,333,333 $15.00 $20.0M 5,013,839
2025-07-24 B CAPITAL GROUP MANAGEMENT, L.P. 10% owner Conversion +2,376,472 2,376,472
2025-07-24 B CAPITAL GROUP MANAGEMENT, L.P. 10% owner Conversion +931,452 931,452
2025-07-24 B CAPITAL GROUP MANAGEMENT, L.P. 10% owner Conversion · Series B Preferred Stock −1,445,020 0
2025-07-24 B CAPITAL GROUP MANAGEMENT, L.P. 10% owner Conversion · Series C Preferred Stock −2,235,486 0
2025-07-24 B CAPITAL GROUP MANAGEMENT, L.P. 10% owner Conversion · Series B Preferred Stock −1,445,020 0
2025-07-24 B CAPITAL GROUP MANAGEMENT, L.P. 10% owner Conversion · Series C Preferred Stock −931,452 0
2025-07-24 B CAPITAL GROUP MANAGEMENT, L.P. 10% owner Conversion · Series C Preferred Stock −931,452 0
2025-07-24 Cordonnier Michael CEO, President Option exercise +3,612 1,239,330
2025-07-24 Cordonnier Michael CEO, President Conversion · Series B Preferred Stock −3,612 0
2025-07-24 Sidow Kevin Director Option exercise +28,900 28,900
2025-07-24 Sidow Kevin Director Purchase +13,333 $15.00 $200K 59,566
2025-07-24 Sidow Kevin Director Conversion · Series B Preferred Stock −28,900 0
2025-07-24 Mittendorff Robert II Director Conversion +3,680,506 3,680,506

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