Carlsmed CARL Insider Ownership

NASDAQ CARL
$13.77 -0.32 (-2.24%)
As of: Sep 30, 2026 · 2:51 PM EDT

Insider Holdings by Owner

13.77Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
54.95%
■0% pp QoQ
Shares Held by Insiders
14.94Mn
filed for Sep 2026
■0.00% QoQ
Shares Outstanding
27.19Mn
27,190,765 shares
Direct Holdings
3.40Mn
Indirect: 11.54Mn
Net Shares Traded (QoQ)
0
no net change in Sep 2026
Insiders Holding Shares
11
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 29, 2026, the three largest insider holders of CARL are Capital Group Management, L.P. B (TenPercentOwner, 8.32Mn shares), Michael Cordonnier (Ceo, President, 1.55Mn shares), Jonathan D Root (Director, 1.12Mn shares).

Form 4 Holdings

Insiders Holding CARL

Insiders 11
Shares held 13.77Mn
Of outstanding 50.64%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Capital Group Management, L.P. B TenPercentOwner 0 8,321,763 8,321,763 60.4% 24 Jul, 2025
2 Michael Cordonnier Ceo, President 1,550,477 0 1,550,477 11.3% 04 Mar, 2026
3 Management Group Xii, L.L.C. Presidio TenPercentOwner 0 1,117,743 1,117,743 8.1% 24 Jul, 2025
4 Niall Casey Chief Ip Officer 982,562 0 982,562 7.1% 30 Jan, 2026
5 Robert Ii Mittendorff Director 0 931,452 931,452 6.8% 24 Jul, 2025
6 Jonathan D Root Director 497,697 0 497,697 3.6% 22 Jun, 2026
7 Leonard M. Greenstein Cfo, Treasurer 188,346 0 188,346 1.4% 30 Jan, 2026
8 Kevin Sidow Director 73,264 0 73,264 0.5% 22 Jun, 2026
9 William Scott Durall Chief Commercial Officer 44,977 0 44,977 0.3% 30 Jan, 2026
10 Philip M Young Director 31,031 0 31,031 0.2% 22 Jun, 2026
11 Kevin C Oboyle Director 31,031 0 31,031 0.2% 22 Jun, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

82 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
08 Sep, 2026 Jeffrey Bertolini Chief Operating Officer Acquired A 50,000 $0.00 $0 50,000 Direct
03 Jun, 2026 Philip M Young Director Acquired A 13,698 $0.00 $0 31,031 Direct
03 Jun, 2026 Kevin Sidow Director Acquired A 13,698 $0.00 $0 73,264 Direct
03 Jun, 2026 Kevin C Oboyle Director Acquired A 13,698 $0.00 $0 31,031 Direct
03 Jun, 2026 Jonathan D Root Director Acquired A 13,698 $0.00 $0 497,697 Direct
02 Mar, 2026 Michael Cordonnier Ceo, President Acquired M 197,855 $0.34 $66.28K 1,554,501 Direct
02 Mar, 2026 Michael Cordonnier Ceo, President Disposed S 197,855 $13.29 $2.63Mn 1,356,646 Direct
03 Mar, 2026 Michael Cordonnier Ceo, President Acquired M 160,567 $0.34 $53.79K 1,517,213 Direct
03 Mar, 2026 Michael Cordonnier Ceo, President Acquired M 33,264 $4.35 $144.76K 1,550,477 Direct
02 Mar, 2026 Michael Cordonnier Ceo, President Disposed M 197,855 $0.00 $0 160,567 Direct
03 Mar, 2026 Michael Cordonnier Ceo, President Disposed M 160,567 $0.00 $0 0 Direct
03 Mar, 2026 Michael Cordonnier Ceo, President Disposed M 33,264 $0.00 $0 191,692 Direct
28 Jan, 2026 Leonard M. Greenstein Cfo, Treasurer Acquired A 44,977 $0.00 $0 188,346 Direct
28 Jan, 2026 William Scott Durall Chief Commercial Officer Acquired A 44,977 $0.00 $0 44,977 Direct
28 Jan, 2026 Michael Cordonnier Ceo, President Acquired A 117,316 $0.00 $0 1,356,646 Direct
28 Jan, 2026 Niall Casey Chief Ip Officer Acquired A 44,977 $0.00 $0 982,562 Direct
22 Jul, 2025 William Scott Durall Chief Commercial Officer Acquired A 71,429 $0.00 $0 296,008 Direct
22 Jul, 2025 Jonathan D Root Director Acquired A 17,333 $0.00 $0 17,333 Direct
22 Jul, 2025 Kevin Sidow Director Acquired A 17,333 $0.00 $0 17,333 Direct
22 Jul, 2025 Philip M Young Director Acquired A 17,333 $0.00 $0 17,333 Direct