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| Keyboard |
| Carlsmed Inc | |
|---|---|
| Ticker | CARL |
| CIK # | 0001794546 |
| CUSIP | 14280C105 |
| Sector | Life Sciences - Surgical & Medical Instruments & Apparatus |
| Address | 1800 Aston Avenue Suite 100, Carlsbad, CA 92008 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Carlsmed Inc | 2024-03-21 | 64.5 M | Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001794546] | 10-K | |
| [0001794546] | 10-Q | |
| [0001794546] | 3 | |
| [0001794546] | 4 | |
| [0001794546] | 8-K | |
| [0001794546] | D | |
| [0001794546] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| B Capital Group Management LP | Carlsmed Inc | [2025-11-14] | 0.0 |
| Presidio Management Group XII LLC | Carlsmed Inc | [2025-11-13] | 0.0 |
| Cordonnier Michael | Carlsmed Inc | [2025-07-24] | 0.0 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Cordonnier Michael
Stock Option (Right to Buy) · derivative
|
2026-03-03 | Option exercise | 160,567 | $0.00 | |
|
Cordonnier Michael
Common Stock
|
2026-03-03 | Option exercise | 33,264 | $4.35 | 144,698 |
|
Cordonnier Michael
Stock Option (Right to Buy) · derivative
|
2026-03-03 | Option exercise | 33,264 | $0.00 | |
|
Cordonnier Michael
Common Stock
|
2026-03-03 | Option exercise | 160,567 | $0.34 | 54,593 |
|
Cordonnier Michael
Common Stock
|
2026-03-02 | Sell | 197,855 | $13.29 | 2,629,493 |
|
Cordonnier Michael
Common Stock
|
2026-03-02 | Option exercise | 197,855 | $0.34 | 67,271 |
|
Cordonnier Michael
Stock Option (Right to Buy) · derivative
|
2026-03-02 | Option exercise | 197,855 | $0.00 | |
|
Casey Niall
Common Stock
|
2026-01-28 | Grant | 44,977 | $0.00 | |
|
Cordonnier Michael
Common Stock
|
2026-01-28 | Grant | 117,316 | $0.00 | |
|
Greenstein Leonard M
Common Stock
|
2026-01-28 | Grant | 44,977 | $0.00 | |
|
Durall William Scott
Common Stock
|
2026-01-28 | Grant | 44,977 | $0.00 | |
|
US Venture Partners XII LP +2
Common Stock
|
2025-07-24 | Conversion | 825,135 | ||
|
Cordonnier Michael
Common Stock
|
2025-07-24 | Option exercise | 3,612 | ||
|
Sidow Kevin
Common Stock
|
2025-07-24 | Option exercise | 28,900 | ||
|
Sidow Kevin
Common Stock
|
2025-07-24 | Buy | 13,333 | $15.00 | 199,995 |
|
Mittendorff Robert II
Common Stock
|
2025-07-24 | Conversion | 3,680,506 | ||
|
Mittendorff Robert II
Common Stock
|
2025-07-24 | Conversion | 931,452 | ||
|
Mittendorff Robert II
Common Stock
|
2025-07-24 | Conversion | 2,376,472 | ||
|
Mittendorff Robert II
Common Stock
|
2025-07-24 | Buy | 1,333,333 | $15.00 | 19,999,995 |
|
Young Philip M
Series B Preferred Stock · derivative
|
2025-07-24 | Conversion | 28,900 | ||
| showing 20 of 77 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 66 | 5,302,026 |
| 2025-12-31 | 57 | 4,673,791 |
| 2025-09-30 | 48 | 4,663,408 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Curated Wealth Partners LLC | [2026-06-30] | OTR | 0 | 45,000 |
| Zevenbergen Capital Investments LLC | [2026-06-30] | SOLE | 11,900 | 11,900 |
| Armstrong Advisory Group Inc | [2026-06-30] | SOLE | 0 | 1,234 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 96 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 53 | 53 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 52 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 30 | 30 | Prev | Page 1 | Next |