Carlsmed, Inc. (CARL) Insider Ownership

Historic Insider Ownership Trends

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares Report Date
Jonathan D Root 1,601,742 24 Jul, 2025
Michael Cordonnier Ceo And President 1,356,646 30 Jan, 2026
Management Group Xii, L.L.C. Presidio 1,117,743 24 Jul, 2025
Niall Casey Chief Ip Officer 982,562 30 Jan, 2026
Robert Ii Mittendorff 931,452 24 Jul, 2025
Capital Group Management, L.P. B 931,452 24 Jul, 2025
Leonard M. Greenstein Cfo And Treasurer 188,346 30 Jan, 2026
Philip M Young 70,666 24 Jul, 2025
Kevin Sidow 59,566 24 Jul, 2025
William Scott Durall Chief Commercial Officer 44,977 30 Jan, 2026
Kevin C Oboyle 17,333 24 Jul, 2025

* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
28 Jan, 2026 Leonard M. Greenstein Common Stock A 44,977 $0.00 188,346 D A
28 Jan, 2026 William Scott Durall Common Stock A 44,977 $0.00 44,977 D A
28 Jan, 2026 Michael Cordonnier Common Stock A 117,316 $0.00 1,356,646 D A
28 Jan, 2026 Niall Casey Common Stock A 44,977 $0.00 982,562 D A
24 Jul, 2025 Philip M Young Common Stock A 6,666 $15.00 35,566 I P
24 Jul, 2025 Philip M Young Common Stock A 53,333 $15.00 53,333 I P
24 Jul, 2025 Philip M Young Common Stock A 28,900 - 28,900 I C
24 Jul, 2025 Jonathan D Root Common Stock A 149,655 - 149,655 I C
24 Jul, 2025 Jonathan D Root - - 1,117,743 I
24 Jul, 2025 Jonathan D Root Common Stock A 825,135 - 3,773,929 I C
24 Jul, 2025 Jonathan D Root Common Stock A 26,993 - 218,524 I C
24 Jul, 2025 Jonathan D Root Common Stock A 531,877 - 4,305,806 I C
24 Jul, 2025 Jonathan D Root Common Stock A 2,948,794 - 2,948,794 I C
24 Jul, 2025 Jonathan D Root - - 483,999 D
24 Jul, 2025 Jonathan D Root Common Stock A 41,876 - 191,531 I C
24 Jul, 2025 Jonathan D Root Common Stock A 466,666 $15.00 483,999 D P
24 Jul, 2025 Jonathan D Root Common Stock A 1,117,743 - 1,117,743 I C
24 Jul, 2025 Kevin Sidow Common Stock A 28,900 - 28,900 D M
24 Jul, 2025 Kevin Sidow Common Stock A 13,333 $15.00 59,566 D P
24 Jul, 2025 Robert Ii Mittendorff Common Stock A 2,376,472 - 2,376,472 I C