Bertolini Jeffrey, Chief Operating Officer of Carlsmed, Inc., has reported significant stock transactions in the company. This event is noteworthy as it provides insight into the insider trading activities of a key executive within the surgical and medical instruments sector.

Background

Carlsmed, Inc. is a company engaged in the surgical and medical instruments and apparatus industry. The company is incorporated in Delaware and has its business address at 1800 Aston Avenue, Suite 100, Carlsbad, CA. As of the latest filings, Carlsmed trades under the symbol CARL.

What the Filing Says

In the recent filing dated November 2, 2026, Bertolini disclosed transactions that occurred on October 30, 2026. The report indicates that he acquired 243 shares of common stock at a price of $2.232 per share and disposed of 243 shares at a price of $15.80 per share. Following these transactions, he holds a total of 22,489 shares.

Impact

This update may impact stakeholders in Carlsmed, including investors and analysts monitoring the company's performance. The insider transactions can provide insights into the confidence level of executives regarding the company's future prospects.

What's Next

The filing does not say what happens next.

Additional Transactions

In addition to the stock transactions, Bertolini also reported a derivative transaction involving stock options. On the same date, October 30, 2026, he exercised a stock option to acquire 243 shares of common stock at an exercise price of $2.232 per share. This transaction was executed without any cost as the transaction price per share was reported as $0.

Following this exercise, Bertolini's total shares owned increased to 5,582 shares after accounting for the exercised options.

Trading Plan Compliance

The filing notes that the sales reported by Bertolini were conducted under a Rule 10b5-1 trading plan, which was adopted on March 12, 2026. This trading plan allows for the scheduled sale of shares to occur without violating insider trading laws, as it was established when Bertolini was not in possession of material nonpublic information.

Future Vesting of Options

Furthermore, the filing details the vesting schedule for the stock options exercised. 25% of the original number of shares subject to the option vested on September 30, 2025, with the remaining 75% set to vest in monthly installments over a period of three years, contingent upon Bertolini's continued service with the company.