Company Analysis

Carlsmed, Inc. (CARL)

Nasdaq: CARL · Surgical & Medical Instruments & Apparatus · Carlsbad, CA · filing with the SEC since 2019
Grade5.7
◀ Past 5.2● Present 5.9▶ Future 5.8
5 est.

Who runs Carlsmed, Inc.

Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filed
Chief executive, as filed
Cordonnier Michael
CEO, President. First filing Jul 2025, latest Mar 4, 2026, 1 filing in all.
Officers reporting now
7
of 11 people with a filing in the last fifteen months
Directors reporting now
4
12 people on the record since 2025
Officerssales are open-market, Nov 4, 2025 to Nov 4, 2026
NameTitle as filedFirst filingLatest filingSales, 12 months
Bertolini JeffreyChief Operating OfficerSep 2026Nov 4, 20264 · $0.00
Heppenstall RichardCFO, TreasurerSep 2026Sep 30, 2026none
Kamocsay JenniferChief Legal OfficerSep 2026Sep 30, 2026none
Cordonnier MichaelCEO, PresidentJul 2025Mar 4, 20261 · $2.6M
Greenstein Leonard M.CFO, TreasurerJul 2025Jan 30, 2026none
Casey NiallChief IP OfficerJul 2025Jan 30, 2026none
Durall William ScottChief Commercial OfficerJul 2025Jan 30, 2026none
Directorssales are open-market, Nov 4, 2025 to Nov 4, 2026
NameRoleFirst filingLatest filingSales, 12 months
Oboyle Kevin CdirectorJul 2025Jun 22, 2026none
Root Jonathan DdirectorJul 2025Jun 22, 2026none
Sidow KevindirectorJul 2025Jun 22, 2026none
Young Philip MdirectorJul 2025Jun 22, 2026none
Owners of more than 10% of a classsales are open-market, Nov 4, 2025 to Nov 4, 2026
NameRoleFirst filingLatest filingSales, 12 months
Presidio Management Group Xii, L.L.C.10% ownerJul 2025Sep 15, 2026none
Tansey Casey M10% ownerJul 2025Sep 15, 2026none
U.S. Venture Partners Xii, L.P.10% ownerJul 2025Sep 15, 2026none
Earlier names on the record6, newest filing first

A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.

SI Assistanton CARL · research, not advice