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Nasdaq · USD

CARL

CARLSMED, INC.

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Tapewire entity
5551
SEC CIK
0001794546
Parsed reports
39

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202601
Oct 202601

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 05, 2026 Filed Oct 6, 2026 20:59 UTC
Bertolini JeffreyChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 747 $0.00 Strike: $5.92 $0.00
Disclosure

SEC source: 0001193125-26-415735 · ownership.xml · derivative · entry 3

Bertolini Jeffrey · CIK 0002147819 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,655

Underlying: Common Stock · 747 shares

Expires 2035-04-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: 25% of the original number of shares subject to the stock option vested on March 3, 2026, and the remaining 75% of the original number of shares subject to the stock option will vest in 1/36th installments on a monthly basis thereafter, subject to the Reporting Person's continued service through each such vesting date.

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October 05, 2026 Filed Oct 6, 2026 20:59 UTC
Bertolini JeffreyChief Operating Officer
SaleCommon Stock 747 $14.39 $10,749.33
Disclosure

SEC source: 0001193125-26-415735 · ownership.xml · nonDerivative · entry 2

Bertolini Jeffrey · CIK 0002147819 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,489

F1 · kind: The sales reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 12, 2026.

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October 05, 2026 Filed Oct 6, 2026 20:59 UTC
Bertolini JeffreyChief Operating Officer
Exercise / conversionCommon Stock 747 $5.92 $4,418.51
Disclosure

SEC source: 0001193125-26-415735 · ownership.xml · nonDerivative · entry 1

Bertolini Jeffrey · CIK 0002147819 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,236

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 30, 2026 Filed Oct 2, 2026 01:35 UTC
Bertolini JeffreyChief Operating Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 243 $0.00 Strike: $2.23 $0.00
Disclosure

SEC source: 0001193125-26-410891 · ownership.xml · derivative · entry 3

Bertolini Jeffrey · CIK 0002147819 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,825

Underlying: Common Stock · 243 shares

Expires 2034-11-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: 25% of the original number of shares subject to the stock option vested on September 30, 2025, and the remaining 75% of the original number of shares subject to the stock option will vest in 1/36th installments on a monthly basis thereafter, subject to the Reporting Person's continued service through each such vesting date.

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September 30, 2026 Filed Oct 2, 2026 01:35 UTC
Bertolini JeffreyChief Operating Officer
SaleCommon Stock 243 $13.99 $3,399.57
Disclosure

SEC source: 0001193125-26-410891 · ownership.xml · nonDerivative · entry 2

Bertolini Jeffrey · CIK 0002147819 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,489

F1 · kind: The sales reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 12, 2026.

Read SEC document
September 30, 2026 Filed Oct 2, 2026 01:35 UTC
Bertolini JeffreyChief Operating Officer
Exercise / conversionCommon Stock 243 $2.23 $542.38
Disclosure

SEC source: 0001193125-26-410891 · ownership.xml · nonDerivative · entry 1

Bertolini Jeffrey · CIK 0002147819 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,732

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 28, 2026 Filed Oct 1, 2026 03:37 UTC
Heppenstall RichardCFO, Treasurer
GrantStock Option (Right to Buy) · Derivative 180,137 $0.00 Strike: $14.18 $0.00
Disclosure

SEC source: 0001193125-26-409437 · ownership.xml · derivative · entry 2

Heppenstall Richard · CIK 0001909313 · CFO, Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,137

Underlying: Common Stock · 180,137 shares

Expires 2036-09-27

F2 · derivative.exercise_date: Includes 180,137 unvested stock options exercisable into approximately 180,137 shares of the Issuer's Common Stock. 25% of the stock options will vest upon the one year anniversary of the grant date, September 28, 2026, and the remaining 75% of the stock options will vest in 1/12th installments on a quarterly basis thereafter, subject to the Reporting Person's continued service through each such vesting date.

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September 28, 2026 Filed Oct 1, 2026 03:37 UTC
Heppenstall RichardCFO, Treasurer
GrantCommon Stock 89,286 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-409437 · ownership.xml · nonDerivative · entry 1

Heppenstall Richard · CIK 0001909313 · CFO, Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,286

F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock . The RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, September 28, 2026, subject to the Reporting Person's continued service through each such vesting date.

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September 08, 2026 Filed Sep 10, 2026 22:38 UTC
Bertolini JeffreyChief Operating Officer
GrantStock Option (Right to Buy) · Derivative 50,000 $0.00 Strike: $15.23 $0.00
Disclosure

SEC source: 0002147819-26-000005 · ownership.xml · derivative · entry 1

Bertolini Jeffrey · CIK 0002147819 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock · 50,000 shares

Expires 2036-09-07

F1 · derivative.exercise_date: Includes 50,000 stock options exercisable into approximately 50,000 shares of the Issuer's common stock, which began to vest on September 8, 2026, subject to a one year cliff, and shall vest in equal installments on each quarterly anniversary thereafter, subject to the Reporting Person's continued service through each such vesting date.

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June 03, 2026 Filed Jun 22, 2026 10:01 UTC GrantCommon Stock 13,698 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-276599 · ownership.xml · nonDerivative · entry 1

YOUNG PHILIP M · CIK 0001048637 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,031

F1 · shares: Constitutes an award of restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. The RSUs will vest in full on the earlier of (i) the day before the Issuer's 2027 annual meeting of stockholders or (ii) June 3, 2027, subject, in all cases, to the Reporting Person's continued service as a member of the Board of Directors through such vesting date.

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June 03, 2026 Filed Jun 22, 2026 10:11 UTC
Sidow KevinDirector
GrantCommon Stock 13,698 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-276628 · ownership.xml · nonDerivative · entry 1

Sidow Kevin · CIK 0001416947 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,264

F1 · shares: Constitutes an award of restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. The RSUs will vest in full on the earlier of (i) the day before the Issuer's 2027 annual meeting of stockholders or (ii) June 3, 2027, subject, in all cases, to the Reporting Person's continued service as a member of the Board of Directors through such vesting date.

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June 03, 2026 Filed Jun 22, 2026 10:13 UTC GrantCommon Stock 13,698 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-276633 · ownership.xml · nonDerivative · entry 1

OBOYLE KEVIN C · CIK 0001203567 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,031

F1 · shares: Constitutes an award of restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. The RSUs will vest in full on the earlier of (i) the day before the Issuer's 2027 annual meeting of stockholders or (ii) June 3, 2027, subject, in all cases, to the Reporting Person's continued service as a member of the Board of Directors through such vesting date.

Read SEC document
June 03, 2026 Filed Jun 22, 2026 10:02 UTC GrantCommon Stock 13,698 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-276601 · ownership.xml · nonDerivative · entry 1

ROOT JONATHAN D · CIK 0001225480 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 497,697

F1 · shares: Constitutes an award of restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. The RSUs will vest in full on the earlier of (i) the day before the Issuer's 2027 annual meeting of stockholders or (ii) June 3, 2027, subject, in all cases, to the Reporting Person's continued service as a member of the Board of Directors through such vesting date.

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March 03, 2026 Filed Mar 4, 2026 21:05 UTC
Cordonnier MichaelDirector · CEO, President
Exercise / conversionStock Option (Right to Buy) · Derivative 33,264 $0.00 Strike: $4.35 $0.00
Disclosure

SEC source: 0001193125-26-091468 · ownership.xml · derivative · entry 7

Cordonnier Michael · CIK 0002077087 · Director · CEO, President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 191,692

Underlying: Common Stock · 33,264 shares

Expires 2035-02-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: 25% of the shares underlying these options, representing a right to purchase a total of 224,956 shares, vested and became exercisable on December 15, 2025, with the remaining shares vesting in thirty-six (36) equal monthly installments thereafter, subject to the Reporting Person's continued service on each such vesting date.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 21:05 UTC
Cordonnier MichaelDirector · CEO, President
Exercise / conversionStock Option (Right to Buy) · Derivative 160,567 $0.00 Strike: $0.34 $0.00
Disclosure

SEC source: 0001193125-26-091468 · ownership.xml · derivative · entry 6

Cordonnier Michael · CIK 0002077087 · Director · CEO, President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 160,567 shares

Expires 2031-01-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: 25% of the shares underlying these options, representing a right to purchase a total of 358,422 shares, vested and became exercisable on December 15, 2021, with the remaining shares vesting in thirty-six (36) equal monthly installments thereafter, subject to the Reporting Person's continued service on each such vesting date.

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March 03, 2026 Filed Mar 4, 2026 21:05 UTC
Cordonnier MichaelDirector · CEO, President
Exercise / conversionCommon Stock 33,264 $4.35 $144,764.93
Disclosure

SEC source: 0001193125-26-091468 · ownership.xml · nonDerivative · entry 4

Cordonnier Michael · CIK 0002077087 · Director · CEO, President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,550,477

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 21:05 UTC
Cordonnier MichaelDirector · CEO, President
Exercise / conversionCommon Stock 160,567 $0.34 $53,789.95
Disclosure

SEC source: 0001193125-26-091468 · ownership.xml · nonDerivative · entry 3

Cordonnier Michael · CIK 0002077087 · Director · CEO, President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,517,213

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 21:05 UTC
Cordonnier MichaelDirector · CEO, President
Exercise / conversionStock Option (Right to Buy) · Derivative 197,855 $0.00 Strike: $0.34 $0.00
Disclosure

SEC source: 0001193125-26-091468 · ownership.xml · derivative · entry 5

Cordonnier Michael · CIK 0002077087 · Director · CEO, President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,567

Underlying: Common Stock · 197,855 shares

Expires 2031-01-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: 25% of the shares underlying these options, representing a right to purchase a total of 358,422 shares, vested and became exercisable on December 15, 2021, with the remaining shares vesting in thirty-six (36) equal monthly installments thereafter, subject to the Reporting Person's continued service on each such vesting date.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 21:05 UTC
Cordonnier MichaelDirector · CEO, President
SaleCommon Stock 197,855 $13.29 $2,629,888.66
Disclosure

SEC source: 0001193125-26-091468 · ownership.xml · nonDerivative · entry 2

Cordonnier Michael · CIK 0002077087 · Director · CEO, President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,356,646

F1 · shares: Sale of shares to cover the exercise price, withholding tax obligations and broker fees and commissions, pursuant to a broker assisted cashless exercise of vested stock options granted on January 8, 2021 and February 19, 2025 under the Carlsmed, Inc. 2019 Stock Incentive Plan.

F2 · price: This transaction was executed in multiple trades at prices ranging from $13.000 to $14.030. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.

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March 02, 2026 Filed Mar 4, 2026 21:05 UTC
Cordonnier MichaelDirector · CEO, President
Exercise / conversionCommon Stock 197,855 $0.34 $66,281.43
Disclosure

SEC source: 0001193125-26-091468 · ownership.xml · nonDerivative · entry 1

Cordonnier Michael · CIK 0002077087 · Director · CEO, President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,554,501

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 28, 2026 Filed Jan 30, 2026 17:24 UTC
Durall William ScottChief Commercial Officer
GrantCommon Stock 44,977 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-032076 · ownership.xml · nonDerivative · entry 1

Durall William Scott · CIK 0001818744 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,977

F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock. The RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
January 28, 2026 Filed Jan 30, 2026 17:20 UTC
Greenstein Leonard M.CFO, Treasurer
GrantCommon Stock 44,977 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-032069 · ownership.xml · nonDerivative · entry 1

Greenstein Leonard M. · CIK 0001519692 · CFO, Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,346

F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock. The RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
January 28, 2026 Filed Jan 30, 2026 22:23 UTC
Casey NiallDirector · Chief IP Officer
GrantCommon Stock 44,977 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-032073 · ownership.xml · nonDerivative · entry 1

Casey Niall · CIK 0002077161 · Director · Chief IP Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 982,562

F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock. The RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
January 28, 2026 Filed Jan 30, 2026 22:22 UTC
Cordonnier MichaelDirector · CEO, President
GrantCommon Stock 117,316 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-032071 · ownership.xml · nonDerivative · entry 1

Cordonnier Michael · CIK 0002077087 · Director · CEO, President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,356,646

F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock. The RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
July 24, 2025 Filed Sep 15, 2026 21:07 UTC Amendment PurchaseCommon Stock 200,000 $15.00 $3,000,000.00
Disclosure

SEC source: 0001193125-26-392111 · ownership.xml · nonDerivative · entry 1

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 200,000

F1 · ownership.nature: Stock held by Casey M. Tansey.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:25 UTC ConversionSeries B Preferred Stock · Derivative 28,900 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098528 · ownership.xml · derivative · entry 5

YOUNG PHILIP M · CIK 0001048637 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

Underlying: Common Stock · 28,900 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: These securities were previously reported on a Form 3 filed by the Reporting Person as preferred stock of the Issuer. Each share of preferred stock of the Issuer converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering on a 1-to-1 basis without payment of additional consideration. The preferred stock has no expiration date.

F3 · price: These securities were previously reported on a Form 3 filed by the Reporting Person as preferred stock of the Issuer. Each share of preferred stock of the Issuer converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering on a 1-to-1 basis without payment of additional consideration. The preferred stock has no expiration date.

F3 · derivative.exercise_date: These securities were previously reported on a Form 3 filed by the Reporting Person as preferred stock of the Issuer. Each share of preferred stock of the Issuer converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering on a 1-to-1 basis without payment of additional consideration. The preferred stock has no expiration date.

F3 · derivative.expiration_date: These securities were previously reported on a Form 3 filed by the Reporting Person as preferred stock of the Issuer. Each share of preferred stock of the Issuer converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering on a 1-to-1 basis without payment of additional consideration. The preferred stock has no expiration date.

F4 · ownership.nature: Stock held by PMY Partners LP.

F5 · ownership.nature: Reporting Person is the sole general partner of PMY Partners L.P. and has voting and dispositive power over the stock held by PMY Partners L.P.

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July 24, 2025 Filed Jul 25, 2025 00:25 UTC PurchaseCommon Stock 53,333 $15.00 $799,995.00
Disclosure

SEC source: 0000950170-25-098528 · ownership.xml · nonDerivative · entry 4

YOUNG PHILIP M · CIK 0001048637 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 53,333

F8 · shares: Includes 53,333 shares of the Issuer's common stock purchased by the Young Family Trust dtd 04/13/1998 Nancy Halsey Young & Philip Young, Trustees (the "Trust") in the Issuer's initial public offering at the public offering price of $15.00 per share. The purchase was made directly from the underwriters in connection with the offering.

F9 · ownership.nature: Stock held by the Trust.

F10 · ownership.nature: Reporting Person is a trustee of the Trust and has voting and dispositive power over the stock held by the Trust.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:25 UTC PurchaseCommon Stock 6,666 $15.00 $99,990.00
Disclosure

SEC source: 0000950170-25-098528 · ownership.xml · nonDerivative · entry 3

YOUNG PHILIP M · CIK 0001048637 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 35,566

F6 · shares: Includes 6,666 shares of the Issuer's common stock purchased by PMY Partners L.P. in the Issuer's initial public offering at the public offering price of $15.00 per share. The purchase was made directly from the underwriters in connection with the offering.

F7 · balance_after: (7) Includes (i) 6,666 shares of the Issuer's common stock purchased by PMY Partners L.P. in the Issuer's initial public offering at the public offering price of $15.00 per share, and (ii) 28,900 shares of common stock issued to PMY Partners L.P. upon the conversion of outstanding preferred stock on a 1-to-1 basis, immediately prior to the closing of the Issuer's public offering.

F4 · ownership.nature: Stock held by PMY Partners LP.

F5 · ownership.nature: Reporting Person is the sole general partner of PMY Partners L.P. and has voting and dispositive power over the stock held by PMY Partners L.P.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:25 UTC ConversionCommon Stock 28,900 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098528 · ownership.xml · nonDerivative · entry 2

YOUNG PHILIP M · CIK 0001048637 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 28,900

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: These securities were previously reported on a Form 3 filed by the Reporting Person as preferred stock of the Issuer. Each share of preferred stock of the Issuer converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering on a 1-to-1 basis without payment of additional consideration. The preferred stock has no expiration date.

F4 · ownership.nature: Stock held by PMY Partners LP.

F5 · ownership.nature: Reporting Person is the sole general partner of PMY Partners L.P. and has voting and dispositive power over the stock held by PMY Partners L.P.

Read SEC document
July 24, 2025 Filed Jul 24, 2025 20:51 UTC ConversionSeries C Preferred Stock · Derivative 931,452 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098549 · ownership.xml · derivative · entry 9

B CAPITAL GROUP MANAGEMENT, L.P. · CIK 0001997306 · 10% owner

B Capital Global Growth III, L.P. · CIK 0001911138 · 10% owner

B Capital Healthcare I, L.P. · CIK 0001875322 · 10% owner

Hornet Co-Invest Investors, Ltd. · CIK 0002077425 · 10% owner

Hornet Co-Invest, LP · CIK 0002077424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hornet Co-Invest, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 931,452 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F4 · ownership.nature: Shares held by Hornet Co-Invest, L.P.

F5 · ownership.nature: B Capital Group Management, LP is the manager of B Capital Global Growth III, L.P. and B Capital Healthcare I, L.P. Hornet-Co-Invest Investors, Ltd. is the ultimate general partner of Hornet Co-Invest, L.P. (Hornet Co-Invest, L.P., together with B Capital Healthcare I, L.P., and B Capital Global Growth III, L.P., "B Capital"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
July 24, 2025 Filed Jul 24, 2025 20:51 UTC ConversionSeries C Preferred Stock · Derivative 931,452 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098549 · ownership.xml · derivative · entry 8

B CAPITAL GROUP MANAGEMENT, L.P. · CIK 0001997306 · 10% owner

B Capital Global Growth III, L.P. · CIK 0001911138 · 10% owner

B Capital Healthcare I, L.P. · CIK 0001875322 · 10% owner

Hornet Co-Invest Investors, Ltd. · CIK 0002077425 · 10% owner

Hornet Co-Invest, LP · CIK 0002077424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By B Capital Healthcare I, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 931,452 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F3 · ownership.nature: Shares held by B Capital Healthcare I, L.P.

F5 · ownership.nature: B Capital Group Management, LP is the manager of B Capital Global Growth III, L.P. and B Capital Healthcare I, L.P. Hornet-Co-Invest Investors, Ltd. is the ultimate general partner of Hornet Co-Invest, L.P. (Hornet Co-Invest, L.P., together with B Capital Healthcare I, L.P., and B Capital Global Growth III, L.P., "B Capital"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

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July 24, 2025 Filed Jul 24, 2025 20:51 UTC ConversionSeries B Preferred Stock · Derivative 1,445,020 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098549 · ownership.xml · derivative · entry 7

B CAPITAL GROUP MANAGEMENT, L.P. · CIK 0001997306 · 10% owner

B Capital Global Growth III, L.P. · CIK 0001911138 · 10% owner

B Capital Healthcare I, L.P. · CIK 0001875322 · 10% owner

Hornet Co-Invest Investors, Ltd. · CIK 0002077425 · 10% owner

Hornet Co-Invest, LP · CIK 0002077424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By B Capital Healthcare I, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 1,445,020 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F3 · ownership.nature: Shares held by B Capital Healthcare I, L.P.

F5 · ownership.nature: B Capital Group Management, LP is the manager of B Capital Global Growth III, L.P. and B Capital Healthcare I, L.P. Hornet-Co-Invest Investors, Ltd. is the ultimate general partner of Hornet Co-Invest, L.P. (Hornet Co-Invest, L.P., together with B Capital Healthcare I, L.P., and B Capital Global Growth III, L.P., "B Capital"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
July 24, 2025 Filed Jul 24, 2025 20:51 UTC ConversionSeries C Preferred Stock · Derivative 2,235,486 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098549 · ownership.xml · derivative · entry 6

B CAPITAL GROUP MANAGEMENT, L.P. · CIK 0001997306 · 10% owner

B Capital Global Growth III, L.P. · CIK 0001911138 · 10% owner

B Capital Healthcare I, L.P. · CIK 0001875322 · 10% owner

Hornet Co-Invest Investors, Ltd. · CIK 0002077425 · 10% owner

Hornet Co-Invest, LP · CIK 0002077424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By B Capital Global Growth III, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 2,235,486 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F2 · ownership.nature: Shares held by B Capital Global Growth III, L.P.

F5 · ownership.nature: B Capital Group Management, LP is the manager of B Capital Global Growth III, L.P. and B Capital Healthcare I, L.P. Hornet-Co-Invest Investors, Ltd. is the ultimate general partner of Hornet Co-Invest, L.P. (Hornet Co-Invest, L.P., together with B Capital Healthcare I, L.P., and B Capital Global Growth III, L.P., "B Capital"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
July 24, 2025 Filed Jul 24, 2025 20:51 UTC ConversionSeries B Preferred Stock · Derivative 1,445,020 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098549 · ownership.xml · derivative · entry 5

B CAPITAL GROUP MANAGEMENT, L.P. · CIK 0001997306 · 10% owner

B Capital Global Growth III, L.P. · CIK 0001911138 · 10% owner

B Capital Healthcare I, L.P. · CIK 0001875322 · 10% owner

Hornet Co-Invest Investors, Ltd. · CIK 0002077425 · 10% owner

Hornet Co-Invest, LP · CIK 0002077424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By B Capital Global Growth III, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 1,445,020 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F2 · ownership.nature: Shares held by B Capital Global Growth III, L.P.

F5 · ownership.nature: B Capital Group Management, LP is the manager of B Capital Global Growth III, L.P. and B Capital Healthcare I, L.P. Hornet-Co-Invest Investors, Ltd. is the ultimate general partner of Hornet Co-Invest, L.P. (Hornet Co-Invest, L.P., together with B Capital Healthcare I, L.P., and B Capital Global Growth III, L.P., "B Capital"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
July 24, 2025 Filed Jul 24, 2025 20:51 UTC ConversionCommon Stock 931,452 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098549 · ownership.xml · nonDerivative · entry 4

B CAPITAL GROUP MANAGEMENT, L.P. · CIK 0001997306 · 10% owner

B Capital Global Growth III, L.P. · CIK 0001911138 · 10% owner

B Capital Healthcare I, L.P. · CIK 0001875322 · 10% owner

Hornet Co-Invest Investors, Ltd. · CIK 0002077425 · 10% owner

Hornet Co-Invest, LP · CIK 0002077424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hornet Co-Invest, L.P.

Disclosed balance after: 931,452

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F4 · ownership.nature: Shares held by Hornet Co-Invest, L.P.

F5 · ownership.nature: B Capital Group Management, LP is the manager of B Capital Global Growth III, L.P. and B Capital Healthcare I, L.P. Hornet-Co-Invest Investors, Ltd. is the ultimate general partner of Hornet Co-Invest, L.P. (Hornet Co-Invest, L.P., together with B Capital Healthcare I, L.P., and B Capital Global Growth III, L.P., "B Capital"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
July 24, 2025 Filed Jul 24, 2025 20:51 UTC ConversionCommon Stock 2,376,472 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098549 · ownership.xml · nonDerivative · entry 3

B CAPITAL GROUP MANAGEMENT, L.P. · CIK 0001997306 · 10% owner

B Capital Global Growth III, L.P. · CIK 0001911138 · 10% owner

B Capital Healthcare I, L.P. · CIK 0001875322 · 10% owner

Hornet Co-Invest Investors, Ltd. · CIK 0002077425 · 10% owner

Hornet Co-Invest, LP · CIK 0002077424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By B Capital Healthcare I, L.P.

Disclosed balance after: 2,376,472

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F3 · ownership.nature: Shares held by B Capital Healthcare I, L.P.

F5 · ownership.nature: B Capital Group Management, LP is the manager of B Capital Global Growth III, L.P. and B Capital Healthcare I, L.P. Hornet-Co-Invest Investors, Ltd. is the ultimate general partner of Hornet Co-Invest, L.P. (Hornet Co-Invest, L.P., together with B Capital Healthcare I, L.P., and B Capital Global Growth III, L.P., "B Capital"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
July 24, 2025 Filed Jul 24, 2025 20:51 UTC PurchaseCommon Stock 1,333,333 $15.00 $19,999,995.00
Disclosure

SEC source: 0000950170-25-098549 · ownership.xml · nonDerivative · entry 2

B CAPITAL GROUP MANAGEMENT, L.P. · CIK 0001997306 · 10% owner

B Capital Global Growth III, L.P. · CIK 0001911138 · 10% owner

B Capital Healthcare I, L.P. · CIK 0001875322 · 10% owner

Hornet Co-Invest Investors, Ltd. · CIK 0002077425 · 10% owner

Hornet Co-Invest, LP · CIK 0002077424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By B Capital Global Growth III, L.P.

Disclosed balance after: 5,013,839

F2 · ownership.nature: Shares held by B Capital Global Growth III, L.P.

F5 · ownership.nature: B Capital Group Management, LP is the manager of B Capital Global Growth III, L.P. and B Capital Healthcare I, L.P. Hornet-Co-Invest Investors, Ltd. is the ultimate general partner of Hornet Co-Invest, L.P. (Hornet Co-Invest, L.P., together with B Capital Healthcare I, L.P., and B Capital Global Growth III, L.P., "B Capital"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
July 24, 2025 Filed Jul 24, 2025 20:51 UTC ConversionCommon Stock 3,680,506 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-098549 · ownership.xml · nonDerivative · entry 1

B CAPITAL GROUP MANAGEMENT, L.P. · CIK 0001997306 · 10% owner

B Capital Global Growth III, L.P. · CIK 0001911138 · 10% owner

B Capital Healthcare I, L.P. · CIK 0001875322 · 10% owner

Hornet Co-Invest Investors, Ltd. · CIK 0002077425 · 10% owner

Hornet Co-Invest, LP · CIK 0002077424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By B Capital Global Growth III, L.P.

Disclosed balance after: 3,680,506

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock (collectively, the "Preferred Stock") automatically converted into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering without payment of additional consideration. The Preferred Stock had no expiration date.

F2 · ownership.nature: Shares held by B Capital Global Growth III, L.P.

F5 · ownership.nature: B Capital Group Management, LP is the manager of B Capital Global Growth III, L.P. and B Capital Healthcare I, L.P. Hornet-Co-Invest Investors, Ltd. is the ultimate general partner of Hornet Co-Invest, L.P. (Hornet Co-Invest, L.P., together with B Capital Healthcare I, L.P., and B Capital Global Growth III, L.P., "B Capital"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionPreferred Series C Stock · Derivative 1,117,743 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · derivative · entry 14

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 1,117,743 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.exercise_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.expiration_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

F6 · ownership.nature: Stock held by USVP SFI, on its own behalf and as nominee for USVP SFI-A.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionPreferred Series C Stock · Derivative 26,993 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · derivative · entry 13

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 26,993 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.exercise_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.expiration_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

F5 · ownership.nature: Stock Held by USVP XII-A.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionPreferred Stock Series B · Derivative 41,876 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · derivative · entry 12

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 41,876 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.exercise_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.expiration_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

F5 · ownership.nature: Stock Held by USVP XII-A.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionPreferred Series A Stock · Derivative 149,655 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · derivative · entry 11

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 149,655 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.exercise_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.expiration_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

F5 · ownership.nature: Stock Held by USVP XII-A.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionPreferred Series C Stock · Derivative 531,877 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · derivative · entry 10

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 531,877 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.exercise_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.expiration_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F2 · ownership.nature: Stock held by U.S. Venture Partners XII, L.P. ("USVP XII").

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionPreferred Series B Stock · Derivative 825,135 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · derivative · entry 9

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 825,135 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.exercise_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.expiration_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F2 · ownership.nature: Stock held by U.S. Venture Partners XII, L.P. ("USVP XII").

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionPreferred Series A Stock · Derivative 2,948,794 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · derivative · entry 8

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 2,948,794 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.exercise_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F1 · derivative.expiration_date: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F2 · ownership.nature: Stock held by U.S. Venture Partners XII, L.P. ("USVP XII").

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionCommon Stock 1,117,743 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · nonDerivative · entry 7

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,117,743

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

F6 · ownership.nature: Stock held by USVP SFI, on its own behalf and as nominee for USVP SFI-A.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionCommon Stock 26,993 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · nonDerivative · entry 6

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 218,524

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

F5 · ownership.nature: Stock Held by USVP XII-A.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionCommon Stock 41,876 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · nonDerivative · entry 5

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 191,531

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

F5 · ownership.nature: Stock Held by USVP XII-A.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionCommon Stock 149,655 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · nonDerivative · entry 4

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 149,655

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

F5 · ownership.nature: Stock Held by USVP XII-A.

Read SEC document
July 24, 2025 Filed Jul 25, 2025 00:47 UTC ConversionCommon Stock 531,877 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-020276 · form4-07252025_120712.xml · nonDerivative · entry 3

Presidio Management Group XII, L.L.C. · CIK 0001734820 · 10% owner

U.S. Venture Partners XII, L.P. · CIK 0001734819 · 10% owner

Tansey Casey M · CIK 0001474322 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 4,305,806

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: These shares of preferred stock are reported after giving effect to the 1-for-5.58 reverse split of the Issuer's common and preferred stock effected on July 10, 2025 (the "Reverse Split"). Each share of Series A Preferred Stock, Series B Preferred Stock, and Series C Preferred Stock is convertible into one share of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering. These shares are reported in Table II above on an as-converted 1-to-1 basis with no additional consideration and have no expiration date.

F2 · ownership.nature: Stock held by U.S. Venture Partners XII, L.P. ("USVP XII").

F3 · ownership.nature: Presidio Management Group XII, L.L.C ("PMG XII") is the general partner of USVP XII and U.S. Venture Partners XII-A, L.P. ("USVP XII-A", and together with USVP XII, the "USVP XII Funds"). Presidio Management Group Select Fund I, L.L.C ("PMG SFI", and, together with USVP XII, USVP XII-A, U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A"), and PMG XII, "USVP") is the general partner of USVP SFI and USVP SFI-A. PMG XII and PMG SFI may be deemed to share voting and dispositive power over the stock held by USVP.

F4 · ownership.nature: Each of Jonathan D. Root, Richard W. Lewis, Dafina Toncheva and Steven M. Krausz, are managing members of PMG XII, who may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. In addition, Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by the USVP XII Funds. Each such persons and entities disclaim beneficial ownership of the reported securities held by the USVP XII Funds, except to the extent of any pecuniary interest therein.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.