LIVE FROM THE DATABASETRANSACTIONS 362,430COMPANIES 5,763LATEST TRADE Oct 16UPDATED Oct 17, 12:31 AM
CARLCIK 0001794546

CARLSMED, INC.

24 transactions by 11 insiders, from July 24, 2025 to October 5, 2026.

Transactions
2411 insiders
Bought · P
$3.0Mopen market
Sold · S
$2.6Mopen market
Net
+$356Knet buying

Officers and directors

People inside the company. What they do with their own shares is the reason this data exists.

InsiderTradesPlannedBoughtSold
Michael CordonnierCEO8——$2.6M
Jeffrey BertoliniCOO66/6—$14K
Richard HeppenstallCFO2———
Kevin SidowDir1———
Leonard M. GreensteinCFO1———
Philip M. YoungDir1———
William Scott DurallChief1———
Niall CaseyChief1———
Kevin C. OboyleDir1———
Jonathan D. RootDir1———

Large holders and funds

Holders above 10%, often funds. They file the same form, but they trade for portfolio reasons, not because of what they know.

InsiderTradesPlannedBoughtSold
Presidio Management Group XII, L.L.C.10%1—$3.0M—

All transactions

24 in total, newest filings first.

InsiderDateCodeSharesPriceValue
Jeffrey BertoliniCOODERIVOct 5MPLAN747$0.00—?
Jeffrey BertoliniCOOOct 5SPLAN747$14.39$11K
Jeffrey BertoliniCOOOct 5MPLAN747$5.92$4K
Jeffrey BertoliniCOODERIVSep 30MPLAN243$0.00—?
Jeffrey BertoliniCOOSep 30SPLAN243$13.99$3K
Jeffrey BertoliniCOOSep 30MPLAN243$2.23$542
Richard HeppenstallCFODERIVSep 28A180,137$0.00—?
Richard HeppenstallCFOSep 28A89,286$0.00—
Presidio Management Group XII, L.L.C.10%4/AJOINTJul 24P200,000$15.00$3.0M
Kevin C. OboyleDirJun 3A13,698$0.00—
Kevin SidowDirJun 3A13,698$0.00—
Jonathan D. RootDirJun 3A13,698$0.00—
Philip M. YoungDirJun 3A13,698$0.00—
Michael CordonnierCEODERIVMar 3M33,264$0.00—?
Michael CordonnierCEODERIVMar 3M160,567$0.00—?
Michael CordonnierCEODERIVMar 2M197,855$0.00—?
Michael CordonnierCEOMar 3M33,264$4.35$145K
Michael CordonnierCEOMar 3M160,567$0.34$54K
Michael CordonnierCEOMar 2S197,855$13.29$2.6M
Michael CordonnierCEOMar 2M197,855$0.34$66K
William Scott DurallChiefJan 28A44,977$0.00—
Niall CaseyChiefJan 28A44,977$0.00—
Michael CordonnierCEOJan 28A117,316$0.00—
Leonard M. GreensteinCFOJan 28A44,977$0.00—