What Carlsmed, Inc.'s executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 0 |
| Sells | 2 | 3 |
| Total trades | 5 | 17 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 90,276 | 789,001 |
| Disposed | 990 | 198,845 |
| Net activity | +89,286 | +590,156 |
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Bertolini Jeffrey | Chief Operating Officer | Oct 05 | Open-market sale · S | −747 | $14.39 | −$10.7K | 22,489 |
| Bertolini Jeffrey | Chief Operating Officer | Oct 05 | Exercise / conversion · M | +747 | $5.92 | +$4.42K | 23,236 |
| Bertolini Jeffrey | Chief Operating Officer | Sep 30 | Open-market sale · S | −243 | $13.99 | −$3.4K | 22,489 |
| Bertolini Jeffrey | Chief Operating Officer | Sep 30 | Exercise / conversion · M | +243 | $2.23 | +$542 | 22,732 |
| Heppenstall Richard | CFO, Treasurer | Sep 28 | Grant / award · A | +89,286 | — | — | 89,286 |
| Sidow Kevin | Director | Jun 03 | Grant / award · A | +13,698 | — | — | 73,264 |
| Root Jonathan D | Director | Jun 03 | Grant / award · A | +13,698 | — | — | 497,697 |
| Oboyle Kevin C | Director | Jun 03 | Grant / award · A | +13,698 | — | — | 31,031 |
| Young Philip M | Director | Jun 03 | Grant / award · A | +13,698 | — | — | 31,031 |
| Cordonnier Michael | CEO, President | Mar 03 | Exercise / conversion · M | +33,264 | $4.35 | +$145K | 1,550,477 |
| Cordonnier Michael | CEO, President | Mar 03 | Exercise / conversion · M | +160,567 | $0.34 | +$53.8K | 1,517,213 |
| Cordonnier Michael | CEO, President | Mar 02 | Sale for tax withholding · S | −197,855 | $13.29 | −$2.63M | 1,356,646 |
| Cordonnier Michael | CEO, President | Mar 02 | Exercise / conversion · M | +197,855 | $0.34 | +$66.3K | 1,554,501 |
| Casey Niall | Chief IP Officer | Jan 28 | Grant / award · A | +44,977 | — | — | 982,562 |
| Cordonnier Michael | CEO, President | Jan 28 | Grant / award · A | +117,316 | — | — | 1,356,646 |
| Greenstein Leonard M. | CFO, Treasurer | Jan 28 | Grant / award · A | +44,977 | — | — | 188,346 |
| Durall William Scott | Chief Commercial Officer | Jan 28 | Grant / award · A | +44,977 | — | — | 44,977 |
| Root Jonathan D | Director | Jul 24 | Open-market buy · P | +466,666 | $15.00 | +$7M | 483,999 |
| Root Jonathan D | Director | Jul 24 | Derivative Conversion · C | +1,117,743 | — | — | 1,117,743 |
| Root Jonathan D | Director | Jul 24 | Derivative Conversion · C | +26,993 | — | — | 218,524 |
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