Carlsmed, Inc. (CARL) Insider Ownership

Historic Insider Ownership Trends

CARL's three largest insider shareholders as of March 23, 2026 are Jonathan D Root (Director, 1.60Mn shares), Michael Cordonnier (Ceo, President, 1.55Mn shares), Management Group Xii, L.L.C. Presidio (TenPercentOwner, 1.12Mn shares).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Jonathan D Root 483,999 1,117,743 24 Jul, 2025
Michael Cordonnier Ceo, President 1,550,477 0 04 Mar, 2026
Management Group Xii, L.L.C. Presidio 0 1,117,743 24 Jul, 2025
Niall Casey Chief Ip Officer 982,562 0 30 Jan, 2026
Robert Ii Mittendorff 0 931,452 24 Jul, 2025
Capital Group Management, L.P. B 0 931,452 24 Jul, 2025
Leonard M. Greenstein Cfo, Treasurer 188,346 0 30 Jan, 2026
Philip M Young 17,333 53,333 24 Jul, 2025
Kevin Sidow 59,566 0 24 Jul, 2025
William Scott Durall Chief Commercial Officer 44,977 0 30 Jan, 2026
Kevin C Oboyle 17,333 0 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
02 Mar, 2026 Michael Cordonnier Common Stock A 197,855 $0.34 1,554,501 D M
02 Mar, 2026 Michael Cordonnier Common Stock D 197,855 $13.29 1,356,646 D S
03 Mar, 2026 Michael Cordonnier Common Stock A 160,567 $0.34 1,517,213 D M
03 Mar, 2026 Michael Cordonnier Common Stock A 33,264 $4.35 1,550,477 D M
02 Mar, 2026 Michael Cordonnier Stock Option (Right to Buy) D 197,855 $0.00 160,567 D M
03 Mar, 2026 Michael Cordonnier Stock Option (Right to Buy) D 160,567 $0.00 0 D M
03 Mar, 2026 Michael Cordonnier Stock Option (Right to Buy) D 33,264 $0.00 191,692 D M
28 Jan, 2026 Niall Casey Common Stock A 44,977 $0.00 982,562 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 Leonard M. Greenstein Common Stock A 44,977 $0.00 188,346 D A
22 Jul, 2025 William Scott Durall Stock Options (Right to Buy) A 71,429 $0.00 296,008 D A
22 Jul, 2025 Kevin C Oboyle Common Stock A 17,333 $0.00 17,333 D A
22 Jul, 2025 Jonathan D Root Common Stock A 17,333 $0.00 17,333 D A
24 Jul, 2025 Capital Group Management, L.P. B Common Stock A 3,680,506 - 3,680,506 I C
22 Jul, 2025 Philip M Young Common Stock A 17,333 $0.00 17,333 D A
22 Jul, 2025 Kevin Sidow Common Stock A 17,333 $0.00 17,333 D A
22 Jul, 2025 Leonard M. Greenstein Stock Options (Right to Buy) A 71,429 $0.00 155,102 D A
24 Jul, 2025 Michael Cordonnier Common Stock A 3,612 - 1,239,330 D M
24 Jul, 2025 Robert Ii Mittendorff Common Stock A 3,680,506 - 3,680,506 I C