| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CARLSMED, INC. | 10%+ Owner | Common Stock | 1,117,743 | $16,207,274 | $14.50 | 24 Jul 2025 | Indirect |
| CARLSMED, INC. | 10%+ Owner | Preferred Series A Stock | 0 | 24 Jul 2025 | Indirect | ||
| CARLSMED, INC. | 10%+ Owner | Preferred Series B Stock | 0 | 24 Jul 2025 | Indirect | ||
| CARLSMED, INC. | 10%+ Owner | Preferred Series C Stock | 0 | 24 Jul 2025 | Indirect | ||
| CARLSMED, INC. | 10%+ Owner | Preferred Stock Series B | 0 | 24 Jul 2025 | Indirect |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000141588925020276-presidio-management-group-xii-l-l-c-2025-07-24 | CARLSMED, INC. | 24 Jul 2025 | 14 | $0 | 4 | 10%+ Owner | 24 Jul 2025, 20:47 |
| /report/000141588925020133-presidio-management-group-xii-l-l-c-2025-07-22 | CARLSMED, INC. | 22 Jul 2025 | 0 | $0 | 3 | 10%+ Owner | 22 Jul 2025, 17:54 |