Insider Holders & Insider Ownership - CARLSMED INC. (CARL)

List of insiders holdings for CARLSMED INC.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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# Insider Holder Name Report
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1 Cordonnier Michael
CEO, President
2025-07-24 20:33:12 1,965,565
0
1,965,565 Form 4
2 ROOT JONATHAN D
Director
2025-07-24 20:27:10 483,999
1,117,743
1,601,742 Form 4
3 Presidio Management Group XII L.L.C.
U.S. Venture Partners XII L.P.
Tansey Casey M
10% Owner
2025-07-24 20:47:16 0
1,117,743
1,117,743 Form 4
4 Casey Niall
Chief IP Officer, Secretary
2025-07-24 20:28:47 1,103,634
0
1,103,634 Form 4
5 Mittendorff Robert II
Director
2025-07-24 20:31:12 0
931,452
931,452 Form 4
6 B CAPITAL GROUP MANAGEMENT L.P.
B Capital Global Growth III L.P.
B Capital Healthcare I L.P.
Hornet Co-Invest Investors Ltd.
Hornet Co-Invest LP
10% Owner
2025-07-24 20:51:14 0
931,452
931,452 Form 4
7 Durall William Scott
Chief Commercial Officer
2025-07-24 20:34:46 296,008
0
296,008 Form 4
8 Greenstein Leonard M.
CFO, Treasurer
2025-07-24 20:29:28 155,102
0
155,102 Form 4
9 YOUNG PHILIP M
Director
2025-07-24 20:25:31 17,333
53,333
70,666 Form 4
10 Sidow Kevin
Director
2025-07-24 20:32:18 59,566
0
59,566 Form 4
11 OBOYLE KEVIN C
Director
2025-07-24 20:29:54 17,333
0
17,333 Form 4