Reporting Owner Activity for Jonathan D. Root

Form 3/4/5 issuer positions and transaction evidence for this reporting owner.

Issuer positions

Largest position

CARLSMED, INC.

Disclosed value

$28.23M

Recent activity

Available

Location: Menlo Park, CA
Ownership summary: Disclosed holdings value
$28,234,350
Estimated from parsed Forms 3/4/5 holdings when values are available.
Issuer positions
6
Distinct issuers linked to this reporting owner in parsed SEC filings.
Largest parsed position
CARLSMED, INC. (CARL)
About $23.23M reported in parsed filings.
Latest ownership filing
07 Apr 2026
Most recent owner-level filing date in the parsed SEC record.
CARLSMED, INC. (CARL)
Director - about $23.23M reported
eFFECTOR Therapeutics, Inc.
Director, 10%+ Owner - about $2.74M reported
Omada Health, Inc. (OMDA)
Director - about $2.26M reported
+3 more
Additional issuer positions are listed below.
Values come from parsed SEC Forms 3/4/5 and should be verified against the source filing.
Reporting signature: /s/ Nathan Salha, as Attorney-in-Fact for Jonathan D. Root
Source filings: Open source filing history

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