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
50/50
Latest evidence
03 Jun 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
-
50 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 Jun 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
50/50
Latest evidence
03 Jun 2026
3/4/5
13D/G
13F
Lead comparable stake: 28%
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%.
50 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 5
B CAPITAL GROUP MANAGEMENT, L.P.
28%
Presidio Management Group XII, L....
22%
Michael Cordonnier
5.9%
Jonathan D. Root
6.1%
Robert Mittendorff II
3.5%
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%
from 13D/G
|
$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%
|
$78,225,357
5,842,073 shares
|
$0 | 24 Jul 2025 |
| Michael Cordonnier |
3/4/5
13D/G
CEO, President, Director
|
5.9%
from 13D/G
|
$18,683,247
2,468,404 shares
mixed-class rows
|
-$2,629,889 | 02 Mar 2026 |
| Jonathan D. Root |
3/4/5
Director
|
6.1%
|
$14,619,731
1,615,440 shares
|
— | 03 Jun 2026 |
| Robert Mittendorff II |
3/4/5
Director
|
3.5%
|
$13,506,054
931,452 shares
|
— | 24 Jul 2025 |
| Philip M. Young |
3/4/5
Director
|
0.32%
|
$763,493
84,364 shares
|
— | 03 Jun 2026 |
| Kevin Sidow |
3/4/5
Director
|
0.28%
|
$663,039
73,264 shares
|
— | 03 Jun 2026 |
| Kevin C. Oboyle |
3/4/5
Director
|
0.12%
|
$280,830
31,031 shares
|
— | 03 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: -$2,629,889.
Buys
$0
Insiders: 0
Sells
$2,629,889
Insiders: 1
Net
-$2,629,889
Shares: -197,855
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 197,855
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 197,855 | $0 | $2,629,889 | -$2,629,889 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-11 of 11 reporting-owner rows connected to CARLSMED, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
11
Largest Forms 3/4/5 holder
B CAPITAL GROUP MANAGEMENT, L.P.
Net 12M change
-$2,629,889
Latest report
03 Jun 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 |
| Presidio Management Group XII, L.L.C. | 10%+ Owner | $16,207,274 | Mixed | 24 Jul 2025 | ||
| 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 | ||
| Leonard M. Greenstein | CFO, Treasurer | $2,354,325 | Mixed | 28 Jan 2026 | ||
| Philip M. Young | Director | $763,493 | Mixed | 03 Jun 2026 | ||
| Kevin Sidow | Director | $663,039 | Mixed | 03 Jun 2026 | ||
| William Scott Durall | Chief Commercial Officer | $562,212 | Mixed | 28 Jan 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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.