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Public ownership evidence

Carlsmed, Inc. Common Stock (CARL) Ownership Disclosures

Read CARL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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2026-10-062026-10-05Bertolini JeffreyS747Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-10-05 and its public availability date is 2026-10-06. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-415735 ↗SEC 0001193125-26-410891 ↗SEC 0001193125-26-409437 ↗

Recent Form 4 activity

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2026-10-062026-10-05Bertolini JeffreyS747Not reported
2026-10-012026-09-30Bertolini JeffreyS243Not reported
2026-09-302026-09-28Heppenstall RichardA89,286Not reported
2026-09-302026-09-28Heppenstall RichardA180,137Not reported
2026-09-152025-07-24Presidio Management Group XII, L.L.C., Tansey Casey M, U.S. Venture Partners XII, L.P.P200,000Not reported
2026-09-102026-09-08Bertolini JeffreyA50,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25114$1,183None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,183$114,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2017,462$181,256None
JPL Wealth Management, LLC2026-06-302026-08-151$11None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1517,276$179,325None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1517,276$179,325None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520$208None
Schonfeld Strategic Advisors LLC2026-06-302026-08-15224,804$2,333,464None
Trexquant Investment LP2026-06-302026-08-1511,001$114,190None
JANE STREET GROUP, LLC2026-06-302026-08-1531,354$325,455None
JANE STREET GROUP, LLC2026-06-302026-08-1542,035$436,323None
Legal & General Group Plc2026-06-302026-08-151,024$10,655None
Parkman Healthcare Partners LLC2026-06-302026-08-15597,318$6,200,161None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-15295,907$3,071,515None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15630$7,409None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15479$4,972None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-156$62None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1573$758None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15614$6,373None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-157$73None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1590,819$942,701None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15161$1,671None
ROYAL BANK OF CANADA2026-06-302026-08-15225$2,000None
ROYAL BANK OF CANADA2026-06-302026-08-15275$3,000None
BRIDGEWAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-1525,000$259,500None
D. E. Shaw & Co., Inc.2026-06-302026-08-1560,439$627,357None
CITADEL ADVISORS LLC2026-06-302026-08-15101,726$1,055,916None
Jupiter Topco LLC2026-06-302026-08-151,251,616$12,991,774None
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2026-06-302026-08-153,893$40,409None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1518,008$186,923None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1563,126$655,248None
BARCLAYS PLC2026-06-302026-08-15312$3,239None
BARCLAYS PLC2026-06-302026-08-151,131$11,740None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15350$3,633None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157,373$76,532None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1510,396$107,910None
VANGUARD PORTFOLIO MANAGEMENT LLC2026-06-302026-08-1456,948$591,120None
VANGUARD CAPITAL MANAGEMENT LLC2026-06-302026-08-14238,727$2,477,986None
Vanguard Global Advisers, LLC2026-06-302026-08-143,577$37,129None
UBS Group AG2026-06-302026-08-1414,731$152,908None
UBS Group AG2026-06-302026-08-142,018$20,947None
MARSHALL WACE, LLP2026-06-302026-08-1420,588$213,703None
MARSHALL WACE, LLP2026-06-302026-08-14695$7,214None
Centiva Capital, LP2026-06-302026-08-1414,891$154,569None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-1439,951$414,691None
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026-06-302026-08-1414,040$145,735None
Ameritas Investment Partners, Inc.2026-06-302026-08-14565$5,865None
VANGUARD FIDUCIARY TRUST CO2026-06-302026-08-1449,928$518,253None
Jump Financial, LLC2026-06-302026-08-1419,323$200,573None
Jump Financial, LLC2026-06-302026-08-1491$945None

90-day public filing window, up to 50 source positions.

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗JPL Wealth Management, LLC ↗CHARLES SCHWAB INVESTMENT MANAGEMENT INC ↗Sixth Street Partners Management Company, L.P. ↗OSAIC HOLDINGS, INC. ↗Schonfeld Strategic Advisors LLC ↗Trexquant Investment LP ↗JANE STREET GROUP, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.