Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-18 · Built: 2026-10-18 · 中文

← United States · Coverage record

US · SEC FORM 4

CARLSMED, INC.

CARL · Nasdaq · CIK 0001794546 · Healthcare · Health Information Services

INSIDER SIGNAL

No active buy signal

0 qualifying P purchase groups
in the current 180-day scoring window

9 Form 4 transaction lines observed in the same window
2 sales · 7 option, withholding, award, gift or other lines

Last qualifying purchase2025-07-24 · 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 · $20.0M

WHY NO ACTIVE SIGNAL?

Purchase activityNone
Recent buyingNone
Recent salesLow
Buy signal statusInactive
Score anatomy

No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.

ClusterNot calculated
Purchase sizeNot calculated
RoleNot calculated
RecencyNot calculated
ConvictionNot calculated

Why is there no score?

  • No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
  • Sales and other Form 4 activity remain visible as context and do not create a negative score.

Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
Bertolini JeffreyChief Operating Officer
○▼○▼
OBOYLE KEVIN CDirector
○
Sidow KevinDirector
○
ROOT JONATHAN DDirector
○
YOUNG PHILIP MDirector
○
Heppenstall RichardCFO, Treasurer
○
● Purchase▼ Sale○ Other

—

Purchase breadth, concentration & cluster buying

These modules activate when qualifying purchases enter the 180-day research window.

SIGNAL HISTORY

No recorded active-signal snapshot

Scores are archived only when the company qualifies for a published US buy-signal snapshot. Last qualifying purchase: 2025-07-24 · 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.

Recent Form 4 activity

0Purchases
3Sales
14Other Form 4 lines
12SEC filings · 365 days
BUYING0 qualifying P line(s) · 180 days
SELLING2 sale line(s) · context only
OTHER7 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context has not been captured for this ticker yet. The daily market-context job processes the US universe in rotating batches.

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
1,053,927
Previous report
1,078,500
Avg daily volume
73,785
Days to cover
14.3

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2025-07-24Presidio Management Group XII, L.L.C.; Tansey Casey M; U.S. Venture Partners XII, L.P.Purchase (P)Common Stock200,000USD 15.00USD 3,000,000SEC filing ↗
2025-07-24YOUNG PHILIP MPurchase (P)Common Stock59,999USD 15.00USD 899,985SEC filing ↗
2025-07-24Sidow KevinPurchase (P)Common Stock13,333USD 15.00USD 199,995SEC filing ↗
2025-07-24ROOT JONATHAN DPurchase (P)Common Stock466,666USD 15.00USD 6,999,990SEC filing ↗
2025-07-24Mittendorff Robert IIPurchase (P)Common Stock1,333,333USD 15.00USD 19,999,995SEC filing ↗
2025-07-24B 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, LPPurchase (P)Common Stock1,333,333USD 15.00USD 19,999,995SEC filing ↗

Form 4 evidence

17 transaction lines in the latest 365-day window; 52 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-10-05Bertolini JeffreySale (S)Common Stock747USD 14.39USD 10,749SEC filing ↗
2026-10-05Bertolini JeffreyOption exercise / conversion (M)Common Stock747USD 5.92USD 4,419SEC filing ↗
2026-09-30Bertolini JeffreySale (S)Common Stock243USD 13.99USD 3,400SEC filing ↗
Show recent Form 4 evidence (16 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-10-05Bertolini JeffreySale (S)Common Stock747USD 14.39USD 10,749SEC filing ↗
2026-10-05Bertolini JeffreyOption exercise / conversion (M)Common Stock747USD 5.92USD 4,419SEC filing ↗
2026-09-30Bertolini JeffreySale (S)Common Stock243USD 13.99USD 3,400SEC filing ↗
2026-09-30Bertolini JeffreyOption exercise / conversion (M)Common Stock243USD 2.23USD 542SEC filing ↗
2026-09-28Heppenstall RichardAward / grant (A)Common Stock89,286USD 0.00USD 0SEC filing ↗
2026-06-03YOUNG PHILIP MAward / grant (A)Common Stock13,698USD 0.00USD 0SEC filing ↗
2026-06-03Sidow KevinAward / grant (A)Common Stock13,698USD 0.00USD 0SEC filing ↗
2026-06-03ROOT JONATHAN DAward / grant (A)Common Stock13,698USD 0.00USD 0SEC filing ↗
2026-06-03OBOYLE KEVIN CAward / grant (A)Common Stock13,698USD 0.00USD 0SEC filing ↗
2026-03-03Cordonnier MichaelOption exercise / conversion (M)Common Stock193,831USD 1.03USD 199,291SEC filing ↗
2026-03-02Cordonnier MichaelSale (S)Common Stock197,855USD 13.29USD 2,629,493SEC filing ↗
2026-03-02Cordonnier MichaelOption exercise / conversion (M)Common Stock197,855USD 0.34USD 67,271SEC filing ↗
2026-01-28Greenstein Leonard M.Award / grant (A)Common Stock44,977USD 0.00USD 0SEC filing ↗
2026-01-28Durall William ScottAward / grant (A)Common Stock44,977USD 0.00USD 0SEC filing ↗
2026-01-28Cordonnier MichaelAward / grant (A)Common Stock117,316USD 0.00USD 0SEC filing ↗
2026-01-28Casey NiallAward / grant (A)Common Stock44,977USD 0.00USD 0SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-18
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerCARL
CIK0001794546
SectorHealthcare
IndustryHealth Information Services Yahoo Finance
SEC SIC3841 Surgical & Medical Instruments & Apparatus
ExchangeNasdaq

Data coverage

Local Form 4 history52 transaction lines from 2025-07-22 to 2026-10-05
7 P purchase lines · 3 S sale lines · 42 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-18. Mapping status is an audit field and does not erase SEC filing evidence.