Comparable stake leader
B CAPITAL GROUP MANAGEMENT, L.P.
SEC ownership of CARLSMED, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001794546.
Disclosed value leader
B CAPITAL GROUP MANAGEMENT, L.P.
Comparable rows
3/50
Latest evidence
03 Nov 2026
- Public ticker
- CARL on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
B CAPITAL GROUP MANAGEMENT, L.P.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
3 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
B CAPITAL GROUP MANAGEMENT, L.P.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
03 Nov 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001794546
- Issuer location
- Carlsbad, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of CARLSMED, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
B CAPITAL GROUP MANAGEMEN...
Disclosed value leader
B CAPITAL GROUP MANAGEMEN...
Comparable rows
3/50
Latest evidence
03 Nov 2026
3/4/5
13D/G
13F
Lead comparable stake: 28%
47 rows are not safely comparable across share classes.
13D/G row: B CAPITAL GROUP MANAGEMENT, L.P.
Showing 1-8 of 50 holder rows.
Quick read
B CAPITAL GROUP MANAGEMENT, L.P. leads the comparable SEC ownership view at 28%.
3 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens B CAPITAL GROUP MANAGEMENT, L.P.'s linked filing trail.
Comparable ownership
Top 3
B CAPITAL GROUP MANAGEMENT, L.P.
28%
Presidio Management Group XII, L....
22%
Michael Cordonnier
5.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| B CAPITAL GROUP MANAGEMENT, L.P. |
3/4/5
13D/G
10%+ Owner
|
28%
Reported 13D/G
· 30 Sep 2025
|
$120,665,564
8,321,763 shares
|
— | 24 Jul 2025 |
| Presidio Management Group XII, L.L.C. |
13D/G
3/4/5
Casey M Tansey · 10%+ Owner
|
22%
Reported 13D/G
· 24 Jul 2025
|
$78,225,357
5,842,073 shares
|
$0 | 24 Jul 2025 |
| Michael Cordonnier |
3/4/5
13D/G
CEO, President, Director
|
5.9%
Reported 13D/G
· 24 Jul 2025
|
$18,683,247
2,468,404 shares
mixed-class rows
|
-$2,629,889 | 02 Mar 2026 |
| Casey M. Tansey |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$3,000,000
200,000 shares
|
— | 24 Jul 2025 |
| U.S. Venture Partners XII, L.P. |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$3,000,000
200,000 shares
|
— | 24 Jul 2025 |
| Jonathan D. Root |
3/4/5
Director
|
—
denominator unverified
|
$14,619,731
1,615,440 shares
|
— | 03 Jun 2026 |
| Robert Mittendorff II |
3/4/5
Director
|
—
denominator unverified
|
$13,506,054
931,452 shares
|
— | 24 Jul 2025 |
| Jupiter Topco LLC |
13F
Company
|
—
denominator unverified
|
$12,991,774
1,251,616 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$2,659,194.
Buys
$0
Insiders: 0
Sells
$2,659,194
Insiders: 2
Net
-$2,659,194
Shares: -199,835
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 199,835
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 1,980 | $0 | $29,305 | -$29,305 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 197,855 | $0 | $2,629,889 | -$2,629,889 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-16 of 16 reporting-owner rows connected to CARLSMED, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
16
Largest Forms 3/4/5 holder
B CAPITAL GROUP MANAGEMENT, L.P.
Net 12M change
-$2.66M
Full value: -$2,659,194 · USD · 12-month changeLatest report
03 Nov 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| B CAPITAL GROUP MANAGEMENT, L.P. | 10%+ Owner | $120,665,564 | Mixed | 24 Jul 2025 | ||
| Michael Cordonnier | CEO, President, Director | $18,683,247 | -$2,629,889 | -12% | Mixed | 02 Mar 2026 |
| Jonathan D. Root | Director | $14,619,731 | Mixed | 03 Jun 2026 | ||
| Robert Mittendorff II | Director | $13,506,054 | Mixed | 24 Jul 2025 | ||
| Niall Casey | Chief IP Officer, Director | $12,282,025 | Mixed | 28 Jan 2026 | ||
| U.S. Venture Partners XII, L.P. | 10%+ Owner | $3,000,000 | Filing P/S | 24 Jul 2025 | ||
| Casey M. Tansey | 10%+ Owner | $3,000,000 | Filing P/S | 24 Jul 2025 | ||
| Presidio Management Group XII, L.L.C. | 10%+ Owner | $3,000,000 | Filing P/S | 24 Jul 2025 | ||
| Leonard M. Greenstein | CFO, Treasurer | $2,354,325 | Mixed | 28 Jan 2026 | ||
| Richard Heppenstall | CFO, Treasurer | $926,788 | Mixed | 28 Sep 2026 | ||
| Philip M. Young | Director | $763,493 | Mixed | 03 Jun 2026 | ||
| Kevin Sidow | Director | $663,039 | Mixed | 03 Jun 2026 | ||
| Jennifer Kamocsay | Chief Legal Officer | $583,584 | Mixed | 24 Sep 2026 | ||
| William Scott Durall | Chief Commercial Officer | $562,212 | Mixed | 28 Jan 2026 | ||
| Jeffrey Bertolini | Chief Operating Officer | $340,708 | -$29,305 | -7.9% | Filing P/S | 03 Nov 2026 |
| Kevin C. Oboyle | Director | $280,830 | Mixed | 03 Jun 2026 |
Recent insider transactions for CARLSMED, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey Bertolini | CARL | Common Stock | Sale | -3.21% | -$11,317 | $15.15 | -747 | 22,489 | 03 Nov 2026 | Direct |
| Jeffrey Bertolini | CARL | Common Stock | Options Exercise | 3.32% | 747 | 23,236 | 03 Nov 2026 | Direct | ||
| Jeffrey Bertolini | CARL | Stock Option (Right to Buy) | Options Exercise | -3.45% | -747 | 20,908 | 03 Nov 2026 | Direct | ||
| Jeffrey Bertolini | CARL | Common Stock | Sale | -1.07% | -$3,839 | $15.80 | -243 | 22,489 | 30 Oct 2026 | Direct |
| Jeffrey Bertolini | CARL | Common Stock | Options Exercise | 1.08% | 243 | 22,732 | 30 Oct 2026 | Direct | ||
| Jeffrey Bertolini | CARL | Stock Option (Right to Buy) | Options Exercise | -4.17% | -243 | 5,582 | 30 Oct 2026 | Direct | ||
| Jeffrey Bertolini | CARL | Common Stock | Sale | -3.21% | -$10,749 | $14.39 | -747 | 22,489 | 05 Oct 2026 | Direct |
| Jeffrey Bertolini | CARL | Common Stock | Options Exercise | 3.32% | 747 | 23,236 | 05 Oct 2026 | Direct | ||
| Jeffrey Bertolini | CARL | Stock Option (Right to Buy) | Options Exercise | -3.33% | -747 | 21,655 | 05 Oct 2026 | Direct | ||
| Jeffrey Bertolini | CARL | Common Stock | Sale | -1.07% | -$3,400 | $13.99 | -243 | 22,489 | 30 Sep 2026 | Direct |
| Jeffrey Bertolini | CARL | Common Stock | Options Exercise | 1.08% | 243 | 22,732 | 30 Sep 2026 | Direct | ||
| Jeffrey Bertolini | CARL | Stock Option (Right to Buy) | Options Exercise | -4% | -243 | 5,825 | 30 Sep 2026 | Direct | ||
| Richard Heppenstall | CARL | Common Stock | Award | 89,286 | 89,286 | 28 Sep 2026 | Direct | |||
| Richard Heppenstall | CARL | Stock Option (Right to Buy) | Award | 180,137 | 180,137 | 28 Sep 2026 | Direct | |||
| Jeffrey Bertolini | CARL | Stock Option (Right to Buy) | Award | 50,000 | 50,000 | 08 Sep 2026 | Direct | |||
| Kevin C. Oboyle | CARL | Common Stock | Award | 79% | 13,698 | 31,031 | 03 Jun 2026 | Direct | ||
| Kevin Sidow | CARL | Common Stock | Award | 23% | 13,698 | 73,264 | 03 Jun 2026 | Direct | ||
| Jonathan D. Root | CARL | Common Stock | Award | 2.83% | 13,698 | 497,697 | 03 Jun 2026 | Direct | ||
| Philip M. Young | CARL | Common Stock | Award | 79% | 13,698 | 31,031 | 03 Jun 2026 | Direct | ||
| Michael Cordonnier | CARL | Common Stock | Options Exercise | 14.3% | 193,831 | 1,550,477 | 03 Mar 2026 | Direct | ||
| Michael Cordonnier | CARL | Stock Option (Right to Buy) | Options Exercise | -100% | -193,831 | 0 | 03 Mar 2026 | Direct | ||
| Michael Cordonnier | CARL | Common Stock | Sale | -12.7% | -$2,629,889 | $13.29 | -197,855 | 1,356,646 | 02 Mar 2026 | Direct |
| Michael Cordonnier | CARL | Common Stock | Options Exercise | 14.6% | 197,855 | 1,554,501 | 02 Mar 2026 | Direct | ||
| Michael Cordonnier | CARL | Stock Option (Right to Buy) | Options Exercise | -55.2% | -197,855 | 160,567 | 02 Mar 2026 | Direct | ||
| William Scott Durall | CARL | Common Stock | Award | 44,977 | 44,977 | 28 Jan 2026 | Direct | |||
| Niall Casey | CARL | Common Stock | Award | 4.8% | 44,977 | 982,562 | 28 Jan 2026 | Direct | ||
| Michael Cordonnier | CARL | Common Stock | Award | 9.47% | 117,316 | 1,356,646 | 28 Jan 2026 | Direct | ||
| Leonard M. Greenstein | CARL | Common Stock | Award | 31.4% | 44,977 | 188,346 | 28 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.