Insider holders · CIK 0001794546
CARLSMED, INC. · CARL
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| Jonathan D RootDirector | 497,697 | 1,117,743 | 1,615,440 | Jun 22, 2026 · 6:02 am EDT | Form 4 |
| Presidio Management Group XII, L.L.C.10% Owner | — | 200,000 | 200,000 | Sep 15, 2026 · 5:07 pm EDT | Form 4/A |
| U.S. Venture Partners XII, L.P.10% Owner | — | 200,000 | 200,000 | Sep 15, 2026 · 5:07 pm EDT | Form 4/A |
| Casey M Tansey10% Owner | — | 200,000 | 200,000 | Sep 15, 2026 · 5:07 pm EDT | Form 4/A |
| Philip M YoungDirector | 31,031 | 53,333 | 84,364 | Jun 22, 2026 · 6:01 am EDT | Form 4 |
| Kevin SidowDirector | 73,264 | — | 73,264 | Jun 22, 2026 · 6:11 am EDT | Form 4 |
| Kevin C OboyleDirector | 31,031 | — | 31,031 | Jun 22, 2026 · 6:13 am EDT | Form 4 |
| Jeffrey BertoliniChief Operating Officer | 22,489 | — | 22,489 | Sep 10, 2026 · 6:37 pm EDT | Form 3 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.