Carlsmed, INC

Market Movers (8-K)

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NASDAQ
Carlsmed, Inc. announced the appointment of Richard Heppenstall as Chief Financial Officer, succeeding Leo Greenstein, and reaffirmed its full-year 2026 revenue guidance.
NASDAQ
Carlsmed, Inc. announced the promotion of Jeff Bertolini to Chief Operating Officer, effective September 8, 2026, with a revised compensation package and stock option grant.
NASDAQ
Carlsmed, Inc. announced robust second quarter 2026 financial results, showcasing 57% year-over-year revenue growth and an increase in gross margins, leading to an upward revision of its full-year revenue outlook.
Better than expected
NASDAQ
Carlsmed, Inc. announced the results of its 2026 Annual Meeting of Stockholders, including the election of two Class I directors and the ratification of its independent auditor.
NASDAQ
Carlsmed, a medical technology company, announced robust financial results for Q4 and full year 2025, driven by significant revenue growth and gross margin expansion.
Better than expected
Capital raise
NASDAQ
Carlsmed, a medical technology company, announced preliminary and unaudited revenue for Q4 2025 and full year 2025, showing significant growth.
Better than expected

Quarterly Earnings (10-Q)

NASDAQ
Carlsmed, Inc. reports significant revenue growth and gross margin improvement in Q3 2025, driven by increased adoption of its aprevo Technology Platform and successful IPO, despite continued operating losses.
Capital raise
Better than expected
NASDAQ
Carlsmed, Inc. announced significant revenue growth and a successful $93.5 million IPO, while continuing to expand its AI-enabled spine surgery platform and address increasing net losses.
Delay expected
Capital raise
Better than expected

Annual Reports (10-K)

NASDAQ
Carlsmed, Inc. achieved significant revenue growth and expanded its AI-enabled personalized spine surgery platform into cervical fusion, backed by strong clinical evidence and favorable reimbursement updates.
Capital raise
Better than expected

Insider Trading (Form 4)

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NASDAQ
Jeffrey Bertolini, Chief Operating Officer of Carlsmed, Inc., sold 243 shares of common stock on September 30, 2026 for $13.99 per share.
NASDAQ
Richard Heppenstall, CFO, Treasurer of Carlsmed, Inc., reported multiple transactions in common stock on September 28, 2026.
NASDAQ
Presidio Management Group XII, L.L.C. and 2 others reported changes in beneficial ownership of Carlsmed, Inc. common stock on July 24, 2025.
NASDAQ
Jeffrey Bertolini, Chief Operating Officer of Carlsmed, Inc., received 50,000 shares of common stock on September 8, 2026.
NASDAQ
Carlsmed CEO Michael Cordonnier executed a cashless exercise of stock options and sold shares to cover costs, while also exercising additional options.
NASDAQ
Carlsmed, Inc.'s Chief Commercial Officer, William Scott Durall, was granted 44,977 restricted stock units, vesting over three years.

Proxy Statements (Def-14A)

NASDAQ
Carlsmed, Inc. has issued a proxy statement announcing its 2026 Annual Meeting of Stockholders, scheduled for June 3, 2026, to elect directors and ratify auditor appointment.

New Public Companies (S-1)

NASDAQ
Carlsmed, a medical technology company specializing in AI-enabled personalized spine surgery, is pursuing an initial public offering of 6.7 million shares, aiming to raise approximately $88.3 million to fuel commercialization and R&D, particularly for its planned 2026 cervical spine fusion market entry.
Capital raise
NASDAQ
Carlsmed, Inc., a medical technology company pioneering AI-enabled personalized spine surgery solutions, has filed its S-1 registration statement for an initial public offering, showcasing significant revenue growth and positive clinical outcomes for its aprevo Technology Platform.
Capital raise
Better than expected

Schedule 13G - Passive Investments

NASDAQ
B Capital Group and its affiliated entities have reported a combined beneficial ownership of 27.8% in CARLSMED, INC.'s common stock as of September 30, 2025.
NASDAQ
U.S. Venture Partners and its affiliates, including managing partner Casey M. Tansey, have disclosed a combined beneficial ownership of up to 22.0% in Carlsmed, Inc. common stock.
NASDAQ
Michael Cordonnier has reported a beneficial ownership of 5.9% of Carlsmed, Inc.'s common stock following a recent reverse stock split.