A business in context

CARL research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-22 · 8029 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-10-05 · 0001193125-26-415735

  2. 4 · Ownership change

    Report date 2026-09-30 · 0001193125-26-410891

  3. 8-K · Current report

    Report date 2026-09-24 · 0001794546-26-000020 · Items 5.02,7.01,9.01

  4. 4 · Ownership change

    Report date 2026-09-28 · 0001193125-26-409437

  5. 4/A · Ownership change

    Report date 2025-07-24 · 0001193125-26-392111

  6. 4 · Ownership change

    Report date 2026-09-08 · 0002147819-26-000005

  7. 8-K · Current report

    Report date 2026-09-04 · 0001794546-26-000018 · Items 5.02,7.01,9.01

  8. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001794546-26-000016

  9. 8-K · Current report

    Report date 2026-08-05 · 0001794546-26-000015 · Items 2.02,9.01

  10. 4 · Ownership change

    Report date 2026-06-03 · 0001193125-26-276633

  11. 4 · Ownership change

    Report date 2026-06-03 · 0001193125-26-276628

  12. 4 · Ownership change

    Report date 2026-06-03 · 0001193125-26-276601

  13. 8-K · Current report

    Report date 2026-06-03 · 0001193125-26-255404 · Items 5.07

  14. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001794546-26-000011

  15. 8-K · Current report

    Report date 2026-05-05 · 0001794546-26-000010 · Items 2.02,9.01

  16. DEF 14A · Proxy statement

    Report date 2026-06-03 · 0001794546-26-000005

  17. 10-K · Annual report

    Report date 2025-12-31 · 0001193125-26-071551

  18. 8-K · Current report

    Report date 2026-02-25 · 0001193125-26-071512 · Items 2.02,9.01

  19. 8-K · Current report

    Report date 2026-01-12 · 0001193125-26-009828 · Items 2.02,9.01

  20. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001193125-25-269545

  21. 8-K · Current report

    Report date 2025-11-06 · 0001193125-25-269469 · Items 2.02,9.01

  22. 8-K · Current report

    Report date 2025-10-29 · 0001193125-25-258525 · Items 1.01,2.03,9.01

  23. 10-Q · Quarterly report

    Report date 2025-06-30 · 0000950170-25-111953

  24. 8-K · Current report

    Report date 2025-08-28 · 0000950170-25-111947 · Items 2.02,9.01

  25. 8-K · Current report

    Report date 2025-07-24 · 0000950170-25-098327 · Items 5.03,8.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-15 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 1 transaction rows1PSale: 0 transaction rows0SGrant / award: 3 transaction rows3AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

4 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-28
2026-09-30
Heppenstall RichardA · Grant / award
Acquired
Common Stock89286.00.0
2026-09-28
2026-09-30
Heppenstall RichardA · Grant / award
Acquired
Stock Option (Right to Buy)
Derivative security
180137.00.0
2026-09-08
2026-09-10
Bertolini JeffreyA · Grant / award
Acquired
Stock Option (Right to Buy)
Derivative security
50000.00.0
2025-07-24
2026-09-15 · Amendment
Presidio Management Group XII, L.L.C.; Tansey Casey M; U.S. Venture Partners XII, L.P.P · Purchase
Acquired
Common Stock200000.015.0

Identity & relationships

Wikidata structured data · retrieved 2026-10-15 · 1663 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001794546CARLSMED, INC.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-15 · 1199 checked identities; 0 unavailable records

Search names and former names

    Revenue in constant purchasing power

    USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

    Year endedReported USD revenueCPI-adjusted USD revenue
    2024-12-31$27.16M$29.18M

    Bureau of Labor Statistics · retrieved 2026-10-22 · 9 selected series; gaps remain missing

    Explore the CPI history ↗