Insider Transactions Reported by 11 Insiders of CARLSMED, INC.

Symbol
CARL on Nasdaq
Location
Carlsbad, CA

Insiders trading volume in the past year

CARLSMED, INC. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
B CAPITAL GROUP MANAGEMENT, L.P. 10%+ Owner $120,665,564 24 Jul 2025
Jonathan D. Root Director $23,225,260 22 Jul 2025
Michael Cordonnier CEO, President, Director $18,683,247 -$2,629,889 -12% 02 Mar 2026
Presidio Management Group XII, L.L.C. 10%+ Owner $16,207,274 24 Jul 2025
Robert Mittendorff II Director $13,506,054 24 Jul 2025
Niall Casey Chief IP Officer, Director $12,282,025 28 Jan 2026
Leonard M. Greenstein CFO, Treasurer $2,354,325 28 Jan 2026
Philip M. Young Director $1,024,658 22 Jul 2025
Kevin Sidow Director $863,707 22 Jul 2025
William Scott Durall Chief Commercial Officer $562,212 28 Jan 2026
Kevin C. Oboyle Director $251,329 22 Jul 2025

Recent Insider Transactions by Companies or Individuals for CARLSMED, INC.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
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
B Capital Group Management, L.P. Common Stock Conversion of derivative security 931,452 931,452 24 Jul 2025 By Hornet Co-Invest, L.P.
B Capital Group Management, L.P. Common Stock Conversion of derivative security 2,376,472 2,376,472 24 Jul 2025 By B Capital Healthcare I, L.P.
B Capital Group Management, L.P. Common Stock Purchase 36.2% 1,333,333 5,013,839 24 Jul 2025 By B Capital Global Growth III, L.P.
B Capital Group Management, L.P. Common Stock Conversion of derivative security 3,680,506 3,680,506 24 Jul 2025 By B Capital Global Growth III, L.P.
B Capital Group Management, L.P. Series C Preferred Stock Conversion of derivative security -100% -931,452 0 24 Jul 2025 By Hornet Co-Invest, L.P.
B Capital Group Management, L.P. Series C Preferred Stock Conversion of derivative security -100% -931,452 0 24 Jul 2025 By B Capital Healthcare I, L.P.
B Capital Group Management, L.P. Series B Preferred Stock Conversion of derivative security -100% -1,445,020 0 24 Jul 2025 By B Capital Healthcare I, L.P.
B Capital Group Management, L.P. Series C Preferred Stock Conversion of derivative security -100% -2,235,486 0 24 Jul 2025 By B Capital Global Growth III, L.P.
B Capital Group Management, L.P. Series B Preferred Stock Conversion of derivative security -100% -1,445,020 0 24 Jul 2025 By B Capital Global Growth III, L.P.
Presidio Management Group XII, L.L.C. Common Stock Conversion of derivative security 5,642,073 4,305,806 24 Jul 2025 See footnote
Presidio Management Group XII, L.L.C. Preferred Stock Series B Conversion of derivative security -100% -41,876 0 24 Jul 2025 See footnotes
Presidio Management Group XII, L.L.C. Preferred Series C Stock Conversion of derivative security -100% -1,676,613 0 24 Jul 2025 See footnotes
Presidio Management Group XII, L.L.C. Preferred Series B Stock Conversion of derivative security -100% -825,135 0 24 Jul 2025 See footnotes
Presidio Management Group XII, L.L.C. Preferred Series A Stock Conversion of derivative security -100% -3,098,449 0 24 Jul 2025 See footnotes
Michael Cordonnier Common Stock Options Exercise 0.29% 3,612 1,239,330 24 Jul 2025 Direct
Michael Cordonnier Series B Preferred Stock Conversion of derivative security -100% -3,612 0 24 Jul 2025 Direct
Kevin Sidow Common Stock Purchase 28.8% 13,333 59,566 24 Jul 2025 Direct
Kevin Sidow Common Stock Options Exercise 28,900 28,900 24 Jul 2025 Direct
Kevin Sidow Series B Preferred Stock Conversion of derivative security -100% -28,900 0 24 Jul 2025 Direct
Robert Mittendorff Common Stock Purchase 36.2% 1,333,333 5,013,839 24 Jul 2025 See footnotes
Robert Mittendorff Common Stock Conversion of derivative security 6,988,430 3,680,506 24 Jul 2025 See footnotes
Robert Mittendorff Series C Preferred Stock Conversion of derivative security -100% -4,098,390 0 24 Jul 2025 See footnotes
Robert Mittendorff Series B Preferred Stock Conversion of derivative security -100% -2,890,040 0 24 Jul 2025 See footnotes
Niall Casey Common Stock Options Exercise 0.39% 3,612 937,585 24 Jul 2025 Direct
Niall Casey Series B Preferred Stock Conversion of derivative security -100% -3,612 0 24 Jul 2025 Direct
Jonathan D. Root Common Stock Purchase 2692.4% 466,666 483,999 24 Jul 2025 Direct
Jonathan D. Root Common Stock Conversion of derivative security 5,642,073 4,305,806 24 Jul 2025 See footnotes
Jonathan D. Root Series C Preferred Stock Conversion of derivative security -100% -1,676,613 0 24 Jul 2025 See footnotes
Jonathan D. Root Series B Preferred Stock Conversion of derivative security -100% -867,011 0 24 Jul 2025 See footnotes
Jonathan D. Root Series A Preferred Stock Conversion of derivative security -100% -3,098,449 0 24 Jul 2025 See footnotes
Philip M. Young Common Stock Purchase 59,999 53,333 24 Jul 2025 See Footnotes
Philip M. Young Common Stock Conversion of derivative security 28,900 28,900 24 Jul 2025 See Footnotes
Philip M. Young Series B Preferred Stock Conversion of derivative security -100% -28,900 0 24 Jul 2025 See Footnotes
William Scott Durall Stock Options (Right to Buy) Award 31.8% 71,429 296,008 22 Jul 2025 Direct
Michael Cordonnier Stock Options (Right to Buy) Award 24.5% 142,857 726,235 22 Jul 2025 Direct
Kevin Sidow Common Stock Award 17,333 17,333 22 Jul 2025 Direct
Kevin C. Oboyle Common Stock Award 17,333 17,333 22 Jul 2025 Direct
Leonard M. Greenstein Stock Options (Right to Buy) Award 85.4% 71,429 155,102 22 Jul 2025 Direct
Niall Casey Stock Options (Right to Buy) Award 47.6% 53,571 166,049 22 Jul 2025 Direct
Jonathan D. Root Common Stock Award 17,333 17,333 22 Jul 2025 Direct
Philip M. Young Common Stock Award 17,333 17,333 22 Jul 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.