CARLCARLSMED, INC.
- Market cap
- $396.71M
- as of 2026-10-23
- Latest close
- $14.53
- as of 2026-10-23
- Sector
- Healthcare
- as of 2026-10-24
- Industry
- Health Information Services
- as of 2026-10-24
Cluster
No cluster in the last 90 days under the default rule (14d · ≥2 insiders · all roles).
Form 4 historysince 2025-07-24
Dashed line = amended filing (Form 4/A)
| Insider | Traded | Filed | Type | Shares | Price | Value | Owned after | 10b5-1 plan | Filing |
|---|---|---|---|---|---|---|---|---|---|
| Bertolini JeffreyChief Operating Officer | Oct 5 | Oct 6 | M | 747 | $5.92 | $4,419 | 23,236 | Yes | Form 4 |
| Bertolini JeffreyChief Operating Officer | Oct 5 | Oct 6 | S | 747 | $14.39 | Sale −$10,749 | 22,489 | Yes | Form 4 |
| Bertolini JeffreyChief Operating Officer | Oct 5 | Oct 6 | M · derivative | 747 | $5.92 | $4,419 | 21,655 | Yes | Form 4 |
| Bertolini JeffreyChief Operating Officer | Sep 30 | Oct 1 | M | 243 | $2.23 | $542 | 22,732 | Yes | Form 4 |
| Bertolini JeffreyChief Operating Officer | Sep 30 | Oct 1 | S | 243 | $13.99 | Sale −$3,400 | 22,489 | Yes | Form 4 |
| Bertolini JeffreyChief Operating Officer | Sep 30 | Oct 1 | M · derivative | 243 | $2.23 | $542 | 5,825 | Yes | Form 4 |
| Heppenstall RichardCFO, Treasurer | Sep 28 | Sep 30 | A | 89,286 | $0.00 | $0 | 89,286 | No | Form 4 |
| Heppenstall RichardCFO, Treasurer | Sep 28 | Sep 30 | A · derivative | 180,137 | $14.18 | $2,554,343 | 180,137 | No | Form 4 |
| Tansey Casey M | Jul 24, 2025 | Sep 154/A | P | 200,000 | $15.00 | Purchase +$3,000,000 | 200,000 | No | Form 4/A |
| Bertolini JeffreyChief Operating Officer | Sep 8 | Sep 10 | A · derivative | 50,000 | $15.23 | $761,500 | 50,000 | No | Form 4 |
| Young Philip M | Jun 3 | Jun 22 | A | 13,698 | $0.00 | $0 | 31,031 | No | Form 4 |
| Root Jonathan D | Jun 3 | Jun 22 | A | 13,698 | $0.00 | $0 | 497,697 | No | Form 4 |
| Sidow Kevin | Jun 3 | Jun 22 | A | 13,698 | $0.00 | $0 | 73,264 | No | Form 4 |
| Oboyle Kevin C | Jun 3 | Jun 22 | A | 13,698 | $0.00 | $0 | 31,031 | No | Form 4 |
| Cordonnier MichaelCEO, President | Mar 3 | Mar 4 | M | 160,567 | $0.34 | $54,593 | 1,517,213 | No | Form 4 |
| Cordonnier MichaelCEO, President | Mar 3 | Mar 4 | M | 33,264 | $4.35 | $144,698 | 1,550,477 | No | Form 4 |
| Cordonnier MichaelCEO, President | Mar 3 | Mar 4 | M · derivative | 160,567 | $0.34 | $54,593 | not reported | No | Form 4 |
| Cordonnier MichaelCEO, President | Mar 3 | Mar 4 | M · derivative | 33,264 | $4.35 | $144,698 | 191,692 | No | Form 4 |
| Cordonnier MichaelCEO, President | Mar 2 | Mar 4 | M | 197,855 | $0.34 | $67,271 | 1,554,501 | No | Form 4 |
| Cordonnier MichaelCEO, President | Mar 2 | Mar 4 | S | 197,855 | $13.29 | Sale −$2,629,493 | 1,356,646 | No | Form 4 |
| Cordonnier MichaelCEO, President | Mar 2 | Mar 4 | M · derivative | 197,855 | $0.34 | $67,271 | 160,567 | No | Form 4 |
| Greenstein Leonard M.CFO, Treasurer | Jan 28 | Jan 30 | A | 44,977 | $0.00 | $0 | 188,346 | No | Form 4 |
| Cordonnier MichaelCEO, President | Jan 28 | Jan 30 | A | 117,316 | $0.00 | $0 | 1,356,646 | No | Form 4 |
| Casey NiallChief IP Officer | Jan 28 | Jan 30 | A | 44,977 | $0.00 | $0 | 982,562 | No | Form 4 |
| Durall William ScottChief Commercial Officer | Jan 28 | Jan 30 | A | 44,977 | $0.00 | $0 | 44,977 | No | Form 4 |
| Young Philip M | Jul 24, 2025 | Jul 24, 2025 | C | 28,900 | not reported | not reported | 28,900 | No | Form 4 |
| Young Philip M | Jul 24, 2025 | Jul 24, 2025 | P | 6,666 | $15.00 | Purchase +$99,990 | 35,566 | No | Form 4 |
| Young Philip M | Jul 24, 2025 | Jul 24, 2025 | P | 53,333 | $15.00 | Purchase +$799,995 | 53,333 | No | Form 4 |
| Young Philip M | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 28,900 | not reported | not reported | not reported | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C | 2,948,794 | not reported | not reported | 2,948,794 | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C | 825,135 | not reported | not reported | 3,773,929 | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C | 531,877 | not reported | not reported | 4,305,806 | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C | 149,655 | not reported | not reported | 149,655 | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C | 41,876 | not reported | not reported | 191,531 | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C | 26,993 | not reported | not reported | 218,524 | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C | 1,117,743 | not reported | not reported | 1,117,743 | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | P | 466,666 | $15.00 | Purchase +$6,999,990 | 483,999 | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 2,948,794 | not reported | not reported | not reported | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 825,135 | not reported | not reported | not reported | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 531,877 | not reported | not reported | not reported | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 149,655 | not reported | not reported | not reported | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 41,876 | not reported | not reported | not reported | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 26,993 | not reported | not reported | not reported | No | Form 4 |
| Root Jonathan D | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 1,117,743 | not reported | not reported | not reported | No | Form 4 |
| Casey NiallChief IP Officer, Secretary | Jul 24, 2025 | Jul 24, 2025 | M | 3,612 | not reported | not reported | 937,585 | No | Form 4 |
| Casey NiallChief IP Officer, Secretary | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 3,612 | not reported | not reported | not reported | No | Form 4 |
| Mittendorff Robert II | Jul 24, 2025 | Jul 24, 2025 | C | 3,680,506 | not reported | not reported | 3,680,506 | No | Form 4 |
| Mittendorff Robert II | Jul 24, 2025 | Jul 24, 2025 | P | 1,333,333 | $15.00 | Purchase +$19,999,995 | 5,013,839 | No | Form 4 |
| Mittendorff Robert II | Jul 24, 2025 | Jul 24, 2025 | C | 2,376,472 | not reported | not reported | 2,376,472 | No | Form 4 |
| Mittendorff Robert II | Jul 24, 2025 | Jul 24, 2025 | C | 931,452 | not reported | not reported | 931,452 | No | Form 4 |
| Mittendorff Robert II | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 1,445,020 | not reported | not reported | not reported | No | Form 4 |
| Mittendorff Robert II | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 2,235,486 | not reported | not reported | not reported | No | Form 4 |
| Mittendorff Robert II | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 1,445,020 | not reported | not reported | not reported | No | Form 4 |
| Mittendorff Robert II | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 931,452 | not reported | not reported | not reported | No | Form 4 |
| Mittendorff Robert II | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 931,452 | not reported | not reported | not reported | No | Form 4 |
| Sidow Kevin | Jul 24, 2025 | Jul 24, 2025 | M | 28,900 | not reported | not reported | 28,900 | No | Form 4 |
| Sidow Kevin | Jul 24, 2025 | Jul 24, 2025 | P | 13,333 | $15.00 | Purchase +$199,995 | 59,566 | No | Form 4 |
| Sidow Kevin | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 28,900 | not reported | not reported | not reported | No | Form 4 |
| Cordonnier MichaelCEO, President | Jul 24, 2025 | Jul 24, 2025 | M | 3,612 | not reported | not reported | 1,239,330 | No | Form 4 |
| Cordonnier MichaelCEO, President | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 3,612 | not reported | not reported | not reported | No | Form 4 |
| B Capital Healthcare I, L.P. | Jul 24, 2025 | Jul 24, 2025 | C | 3,680,506 | not reported | not reported | 3,680,506 | No | Form 4 |
| B Capital Healthcare I, L.P. | Jul 24, 2025 | Jul 24, 2025 | P | 1,333,333 | $15.00 | Purchase +$19,999,995 | 5,013,839 | No | Form 4 |
| B Capital Healthcare I, L.P. | Jul 24, 2025 | Jul 24, 2025 | C | 2,376,472 | not reported | not reported | 2,376,472 | No | Form 4 |
| B Capital Healthcare I, L.P. | Jul 24, 2025 | Jul 24, 2025 | C | 931,452 | not reported | not reported | 931,452 | No | Form 4 |
| B Capital Healthcare I, L.P. | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 1,445,020 | not reported | not reported | not reported | No | Form 4 |
| B Capital Healthcare I, L.P. | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 2,235,486 | not reported | not reported | not reported | No | Form 4 |
| B Capital Healthcare I, L.P. | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 1,445,020 | not reported | not reported | not reported | No | Form 4 |
| B Capital Healthcare I, L.P. | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 931,452 | not reported | not reported | not reported | No | Form 4 |
| B Capital Healthcare I, L.P. | Jul 24, 2025 | Jul 24, 2025 | C · derivative | 931,452 | not reported | not reported | not reported | No | Form 4 |
| Young Philip M | Jul 22, 2025 | Jul 24, 2025 | A | 17,333 | $0.00 | $0 | 17,333 | No | Form 4 |
| Root Jonathan D | Jul 22, 2025 | Jul 24, 2025 | A | 17,333 | $0.00 | $0 | 17,333 | No | Form 4 |
| Casey NiallChief IP Officer, Secretary | Jul 22, 2025 | Jul 24, 2025 | A · derivative | 53,571 | $15.00 | $803,565 | 166,049 | No | Form 4 |
| Greenstein Leonard M.CFO, Treasurer | Jul 22, 2025 | Jul 24, 2025 | A · derivative | 71,429 | $15.00 | $1,071,435 | 155,102 | No | Form 4 |
| Oboyle Kevin C | Jul 22, 2025 | Jul 24, 2025 | A | 17,333 | $0.00 | $0 | 17,333 | No | Form 4 |
| Sidow Kevin | Jul 22, 2025 | Jul 24, 2025 | A | 17,333 | $0.00 | $0 | 17,333 | No | Form 4 |
| Cordonnier MichaelCEO, President | Jul 22, 2025 | Jul 24, 2025 | A · derivative | 142,857 | $15.00 | $2,142,855 | 726,235 | No | Form 4 |
| Durall William ScottChief Commercial Officer | Jul 22, 2025 | Jul 24, 2025 | A · derivative | 71,429 | $15.00 | $1,071,435 | 296,008 | No | Form 4 |