Insider Ledger

CARL insider buying and SEC filings, explained

Carlsmed, Inc. · CIK 1794546

Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov

Insider activity in the last 12 months

Bought
$3.0M
Insiders who bought
1
Sold (not marked 10b5-1)
$0
Planned sales (10b5-1)
$18K

Insider purchases and sales, last 12 months

TradedTypeWhat was filedSource
Oct 30, 2026Planned (10b5-1)Jeffrey Bertolini (President / COO) sold 243 shares at $15.80 ($4K), marked as a 10b5-1 plan trade. Holdings down 1% to 22,489 shares.SEC filing
Filed Nov 2, 2026, 4:18 PM ET
Oct 5, 2026Planned (10b5-1)Jeffrey Bertolini (President / COO) sold 747 shares at $14.39 ($11K), marked as a 10b5-1 plan trade. Holdings down 3% to 22,489 shares.SEC filing
Filed Oct 6, 2026, 4:59 PM ET
Sep 30, 2026Planned (10b5-1)Jeffrey Bertolini (President / COO) sold 243 shares at $13.99 ($3K), marked as a 10b5-1 plan trade. Holdings down 1% to 22,489 shares.SEC filing
Filed Oct 1, 2026, 5:35 PM ET
Jul 24, 2025Purchase (code P) Amended filingCasey M Tansey (10% owner) bought 200,000 shares indirectly at $15.00 ($3.0M), reported as a purchase (code P). New position of 200,000 shares. Not marked as a 10b5-1 plan trade. Filed jointly with 2 other reporting owners. This amends a filing from Jul 24, 2025.SEC filing
Filed Sep 15, 2026

15 routine transactions (such as grants, option exercises or tax withholding) are not listed.

Cluster buys

No cluster buys in the last 12 months.

Red flags

No red flags in the last 12 months.

Key events

No key events in the last 12 months.

8-K filings, last 12 months

No 8-K filings in the last 12 months.

Red flags are objective triggers only: the item or form filed, never an opinion.

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