Carlsmed, Inc.
CARLFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Carlsmed, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 2 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 22, 2026.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-02 | Cordonnier Michael · CEO, President | Common Stock | S — Open market or private sale | −197,855 | 13.29 | SEC filing |
| 2025-07-24 | ROOT JONATHAN D · Director | Common Stock | P — Open market or private purchase | +466,666 | 15.00 | SEC filing |
| 2025-07-24 | Mittendorff Robert II · Director | Common Stock | P — Open market or private purchase | +1,333,333 | 15.00 | SEC filing |
| 2025-07-24 | Sidow Kevin · Director | Common Stock | P — Open market or private purchase | +13,333 | 15.00 | SEC filing |
| 2025-07-24 | YOUNG PHILIP M · Director | Common Stock | P — Open market or private purchase | +53,333 | 15.00 | SEC filing |
| 2025-07-24 | YOUNG PHILIP M · Director | Common Stock | P — Open market or private purchase | +6,666 | 15.00 | SEC filing |
| 2025-07-24 | B Capital Healthcare I, L.P. · 10% owner | Common Stock | P — Open market or private purchase | +1,333,333 | 15.00 | SEC filing |
Showing 7 of 7 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-03 | ROOT JONATHAN D · Director | Common Stock | A — Grant, award, or other acquisition | +13,698 | SEC filing |
| 2026-06-03 | Sidow Kevin · Director | Common Stock | A — Grant, award, or other acquisition | +13,698 | SEC filing |
| 2026-06-03 | YOUNG PHILIP M · Director | Common Stock | A — Grant, award, or other acquisition | +13,698 | SEC filing |
| 2026-06-03 | OBOYLE KEVIN C · Director | Common Stock | A — Grant, award, or other acquisition | +13,698 | SEC filing |
| 2026-03-03 | Cordonnier Michael · CEO, President | Common Stock | M — Exercise or conversion of derivative security | +33,264 | SEC filing |
| 2026-03-03 | Cordonnier Michael · CEO, President | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −160,567 | SEC filing |
| 2026-03-03 | Cordonnier Michael · CEO, President | Common Stock | M — Exercise or conversion of derivative security | +160,567 | SEC filing |
| 2026-03-03 | Cordonnier Michael · CEO, President | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −33,264 | SEC filing |
Showing 8 of 20 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.