Presidio Management Group XII, L.L.C. - 24 Jul 2025 Form 4/A - Amendment Insider Report for CARLSMED, INC. (CARL)

Reporting relationship: 10%+ Owner
Issuer ticker: CARL
Reported as of: 24 Jul 2025
Net transaction value: +$3,000,000
SEC form: 4/A - Amendment
Accepted by SEC: 15 Sep 2026, 17:07:12 UTC
Original report date: 24 Jul 2025
Prior SEC filing: 22 Jul 2025
Next SEC filing: 07 May 2026
Source filing: View source filing
Reporting owner signature: /s/ Dale Holladay, Authorized Signatory on behalf of Presidio Management Group

Key filing fact

Presidio Management Group XII, L.L.C. filed Form 4/A - Amendment for CARLSMED, INC. (CARL) on 15 Sep 2026.

Key facts

This page summarizes Presidio Management Group XII, L.L.C.'s Form 4/A - Amendment filing for CARLSMED, INC. (CARL).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 15 Sep 2026, 17:07.

Change

Previous filing in this sequence was filed on 22 Jul 2025.
Current net transaction value: +$3,000,000.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4/A - Amendment disclosures.

View source filing

Reporting Owners (3)

CIK 0001734820 Primary reporting owner

Presidio Management Group XII, L.L.C.

Relationship: 10%+ Owner
Address: C/O U.S. VENTURE PARTNERS, 1460 EL CAMINO REAL, SUITE 100, MENLO PARK
Signature: /s/ Dale Holladay, Authorized Signatory on behalf of Presidio Management Group
Signature date: 15 Sep 2026

CIK 0001734819

U.S. Venture Partners XII, L.P.

Relationship: 10%+ Owner
Address: 1460 EL CAMINO REAL, SUITE 100, MENLO PARK
Signature: /s/ Dale Holladay, Authorized Signatory on behalf of U.S. Venture Partners XII, L.P.
Signature date: 15 Sep 2026

CIK 0001474322

Tansey Casey M

Relationship: 10%+ Owner
Address: 1460 EL CAMINO REAL, SUITE 100, MENLO PARK
Signature: /s/ Dale Holladay, Attorney-in-Fact for Casey M. Tansey
Signature date: 15 Sep 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CARL transaction

Common Stock

Purchase

Transaction value: $3,000,000
Shares: +200,000
Change %
Price: $15.00
Shares after: 200,000
Date: 24 Jul 2025
Ownership: See footnote
Footnotes: F1

CARL transaction

Common Stock

Purchase

Transaction value: $3,000,000
Shares: +200,000
Change %
Price: $15.00
Shares after: 200,000
Date: 24 Jul 2025
Ownership: See footnote
Footnotes: F1

CARL transaction

Common Stock

Purchase

Transaction value: $3,000,000
Shares: +200,000
Change %
Price: $15.00
Shares after: 200,000
Date: 24 Jul 2025
Ownership: See footnote
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Stock held by Casey M. Tansey.

SEC remarks

On July 24, 2025, the Reporting Persons filed a Form 4 which, due to an administrative error, inadvertently omitted the purchase of common stock by Mr. Tansey and indicated that he did not directly own any shares of the Issuer's common stock. This Form 4 is being filed solely to correct that error and report the purchase by Mr. Tansey.