Carlsmed, Inc. (CARL)
Nasdaq: CARL · Surgical & Medical Instruments & Apparatus · Carlsbad, CA · filing with the SEC since 2019
Who owns Carlsmed, Inc.
As filed with the SECHolders of 5% or more
3
B Capital Group Management, L.P. holds 27.8% of Common Stock, $0.00001 par value per share, as its SCHEDULE 13G filed Nov 14, 2025 says.
Directors and officers
11
report now, of 12 people on the record since 2025. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
B Capital Group Management, L.P.
SCHEDULE 13G · filed Nov 14, 2025 · Common Stock, $0.00001 par value per share
Casey M Tansey
SCHEDULE 13G · filed Nov 13, 2025 · Common Stock, par value $0.00001 per share
Michael Cordonnier
SCHEDULE 13G · filed Jul 24, 2025 · Common Stock
What CARL reports owning in othersstakes of 5% or more, and other ties
Carlsmed, Inc. reports no stake in another company in the record.
Insider tradesForm 4
5sales
0purchases
4sales on a scheduled plan
2people selling
$2.7Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 4, 2025 to Nov 4, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 4, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 20 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Cordonnier Michael | CEO, President | 1 | $2.6M | 0 | 0 | $0 |
| Bertolini Jeffrey | Chief Operating Officer | 4 | $0 | 4 | 0 | $0 |