StockCIK 1794546

CARLSMED, INC. (CARL): Insider Trades and Fund Holdings

In the past 12 months, CARLSMED, INC. insiders reported 1 open-market purchase worth $3.00M and 2 sales worth $14K; 2 of the sales were reported as made under a 10b5-1 trading plan.

1Insider buys, 12 months

$3.00MBought by insiders, 12 months

$14KSold by insiders, 12 months

0Tracked funds holding

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Oct 6, 2026.

Recent CARL insider trades
Filed	Traded	Insider	Role	Type	Shares	Price ($)	Value	Holding	Filing
Oct 6	Oct 5	Jeffrey BertoliniCOO	COO	▼ SELL10b5-1	747	14.39	$11K	−3.2%	Form 4 ↗
Oct 1	Sep 30	Jeffrey BertoliniCOO	COO	▼ SELL10b5-1	243	13.99	$3K	−1.1%	Form 4 ↗
Sep 15	Jul 24	Presidio Management Group Xii, L.l.c.10% owner	10% owner (ind.)	▲ BUY	200,000	15.00	$3.00M	New	Form 4 ↗

Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings

Insiders who traded in the past year

Insider	Role	Buys	Bought	Sells	Sold	Latest
Jeffrey Bertolini	COO	0	$0	2	$14K	Oct 6, 2026
Presidio Management Group Xii, L.l.c.	10% owner	1	$3.00M	0	$0	Sep 15, 2026

Tracked funds that report CARL

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

Fund	Quarter	Shares	Value	% of portfolio	Change
Renaissance Technologies	Q2 2026	0	$0	0.00%	▼ Sold out

Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →