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CARL Carlsmed Inc.

Health Care, filed as CARLSMED INC (COM), Equity Among managers we track Quote on Google Finance, opens in a new tab

No current holdings among managers we track for this security. See ownership history or the ownership grid, activity, or search.

Insider trades

Open-market buys and sales by CARL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CARL insider trades
  • None no insider bought on the open market
  • $2.6M sold by 1 insider outside a trading plan
  • $14K sold by 1 insider under 10b5-1 plans
  1. Jeffrey Bertolini COO
    Planned sale
    $11K 747 shares at $14.39 3.2% of stake
    Traded Oct 5 Filed Oct 6
    ↗
  2. Jeffrey Bertolini COO
    Planned sale
    $3,400 243 shares at $13.99 1.1% of stake
    Traded Sep 30 Filed Oct 1
    ↗
  3. Presidio Management Group XII, L.L.C. 10% owner, +2 joint filers
    Buy
    $3M 200,000 shares at $15.00 New stake
    Traded Jul 24, 2025 Filed Sep 15
    ↗
  4. Michael Cordonnier CEO
    Sale
    $2.6M 197,855 shares at $13.29 13% of stake
    Traded Mar 2 Filed Mar 4
    ↗

Also filed in the last 12 months, not counted as buying or selling: 9 stock grants and 5 option exercises.

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 15 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2025
Revenue $50.51M
Gross profit $38.04M
Gross margin * 75.3%
Net income -$29.63M
Net margin * -58.7%

Balance sheet

Metric FY2025
Total current assets $126.67M
Total non-current assets * $3.45M
Total assets $130.12M
Total current liabilities $14.28M
Total non-current liabilities * $16.97M
Total equity $98.87M

Cash flow

Metric FY2025
Cash from operations -$28.98M
Cash from investing -$25.48M
Cash from financing $100.13M
Net change in cash * $45.67M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Q3 2025

Period archive

Further reading

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