Company · Ownership research

CARLSMED, INC. CARL

CIK 0001794546

Form 3 statements with an event date from Nov 1, 2023 to Nov 7, 2026.

Insider trading Initial holdings Institutional holders

Some filings are submitted jointly by several insiders. The SEC form does not apportion the reported figures between them, so results include every joint filer.

Where insider ownership starts.

Form 3 is an initial ownership statement filed when someone becomes a reporting insider. These holdings do not mean they bought shares that day.

202511 of 11 statements

Holdings date	Insider	Initial holdings
Jul 22, 2025	Tansey Casey M · U.S. Venture Partners XII, L.P. · Presidio Management Group XII, L.L.C. 10% owner / 10% owner / 10% owner	7 derivative holdings	▾
Jul 22, 2025	B Capital Healthcare I, L.P. · B Capital Global Growth III, L.P. · B CAPITAL GROUP MANAGEMENT, L.P. · Hornet Co-Invest, LP · Hornet Co-Invest Investors, Ltd. 10% owner / 10% owner / 10% owner / 10% owner / 10% owner	5 derivative holdings	▾
Jul 22, 2025	Casey Niall Chief IP Officer, Secretary · Director	933.97K shares · 2 derivative holdings	▾
Jul 22, 2025	Cordonnier Michael CEO, President · Director	1.24M shares · 4 derivative holdings	▾
Jul 22, 2025	Greenstein Leonard M. CFO, Treasurer	143.37K shares · 1 derivative holding	▾
Jul 22, 2025	ROOT JONATHAN D Director	7 derivative holdings	▾
Jul 22, 2025	OBOYLE KEVIN C Director	1 derivative holding	▾
Jul 22, 2025	Sidow Kevin Director	4 derivative holdings	▾
Jul 22, 2025	Mittendorff Robert II Director	5 derivative holdings	▾
Jul 22, 2025	Durall William Scott Chief Commercial Officer	2 derivative holdings	▾
Jul 22, 2025	YOUNG PHILIP M Director	1 derivative holding	▾

Showing 11 / 11 statements in 2025. The complete set is available through the API.

CARLSMED, INC. · CARL

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.