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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 1 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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. Read SEC document |
| October 05, 2026 Filed Oct 6, 2026 20:59 UTC |
Bertolini JeffreyChief Operating Officer
|
SaleCommon Stock | 747 | $14.39 | $10,749.33 |
DisclosureSEC 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. Read SEC document |
| October 05, 2026 Filed Oct 6, 2026 20:59 UTC |
Bertolini JeffreyChief Operating Officer
|
Exercise / conversionCommon Stock | 747 | $5.92 | $4,418.51 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 01:35 UTC |
Bertolini JeffreyChief Operating Officer
|
SaleCommon Stock | 243 | $13.99 | $3,399.57 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| September 28, 2026 Filed Oct 1, 2026 03:37 UTC |
Heppenstall RichardCFO, Treasurer
|
GrantCommon Stock | 89,286 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| June 03, 2026 Filed Jun 22, 2026 10:01 UTC |
YOUNG PHILIP MDirector
|
GrantCommon Stock | 13,698 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 03, 2026 Filed Jun 22, 2026 10:11 UTC |
Sidow KevinDirector
|
GrantCommon Stock | 13,698 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 03, 2026 Filed Jun 22, 2026 10:13 UTC |
OBOYLE KEVIN CDirector
|
GrantCommon Stock | 13,698 | $0.00 | $0.00 |
DisclosureSEC 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 |
ROOT JONATHAN DDirector
|
GrantCommon Stock | 13,698 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 21:05 UTC |
Cordonnier MichaelDirector · CEO, President
|
Exercise / conversionCommon Stock | 33,264 | $4.35 | $144,764.93 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:05 UTC |
Cordonnier MichaelDirector · CEO, President
|
Exercise / conversionCommon Stock | 197,855 | $0.34 | $66,281.43 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
PurchaseCommon Stock | 200,000 | $15.00 | $3,000,000.00 |
DisclosureSEC 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 |
YOUNG PHILIP MDirector
|
ConversionSeries B Preferred Stock · Derivative | 28,900 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| July 24, 2025 Filed Jul 25, 2025 00:25 UTC |
YOUNG PHILIP MDirector
|
PurchaseCommon Stock | 53,333 | $15.00 | $799,995.00 |
DisclosureSEC 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 |
YOUNG PHILIP MDirector
|
PurchaseCommon Stock | 6,666 | $15.00 | $99,990.00 |
DisclosureSEC 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 |
YOUNG PHILIP MDirector
|
ConversionCommon Stock | 28,900 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
B CAPITAL GROUP MANAGEMENT, L.P.10% owner
B Capital Global Growth III, L.P.10% owner
B Capital Healthcare I, L.P.10% owner
Hornet Co-Invest Investors, Ltd.10% owner
Hornet Co-Invest, LP10% owner
|
ConversionSeries C Preferred Stock · Derivative | 931,452 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
B CAPITAL GROUP MANAGEMENT, L.P.10% owner
B Capital Global Growth III, L.P.10% owner
B Capital Healthcare I, L.P.10% owner
Hornet Co-Invest Investors, Ltd.10% owner
Hornet Co-Invest, LP10% owner
|
ConversionSeries C Preferred Stock · Derivative | 931,452 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| July 24, 2025 Filed Jul 24, 2025 20:51 UTC |
B CAPITAL GROUP MANAGEMENT, L.P.10% owner
B Capital Global Growth III, L.P.10% owner
B Capital Healthcare I, L.P.10% owner
Hornet Co-Invest Investors, Ltd.10% owner
Hornet Co-Invest, LP10% owner
|
ConversionSeries B Preferred Stock · Derivative | 1,445,020 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
B CAPITAL GROUP MANAGEMENT, L.P.10% owner
B Capital Global Growth III, L.P.10% owner
B Capital Healthcare I, L.P.10% owner
Hornet Co-Invest Investors, Ltd.10% owner
Hornet Co-Invest, LP10% owner
|
ConversionSeries C Preferred Stock · Derivative | 2,235,486 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
B CAPITAL GROUP MANAGEMENT, L.P.10% owner
B Capital Global Growth III, L.P.10% owner
B Capital Healthcare I, L.P.10% owner
Hornet Co-Invest Investors, Ltd.10% owner
Hornet Co-Invest, LP10% owner
|
ConversionSeries B Preferred Stock · Derivative | 1,445,020 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
B CAPITAL GROUP MANAGEMENT, L.P.10% owner
B Capital Global Growth III, L.P.10% owner
B Capital Healthcare I, L.P.10% owner
Hornet Co-Invest Investors, Ltd.10% owner
Hornet Co-Invest, LP10% owner
|
ConversionCommon Stock | 931,452 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
B CAPITAL GROUP MANAGEMENT, L.P.10% owner
B Capital Global Growth III, L.P.10% owner
B Capital Healthcare I, L.P.10% owner
Hornet Co-Invest Investors, Ltd.10% owner
Hornet Co-Invest, LP10% owner
|
ConversionCommon Stock | 2,376,472 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
B CAPITAL GROUP MANAGEMENT, L.P.10% owner
B Capital Global Growth III, L.P.10% owner
B Capital Healthcare I, L.P.10% owner
Hornet Co-Invest Investors, Ltd.10% owner
Hornet Co-Invest, LP10% owner
|
PurchaseCommon Stock | 1,333,333 | $15.00 | $19,999,995.00 |
DisclosureSEC 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 |
B CAPITAL GROUP MANAGEMENT, L.P.10% owner
B Capital Global Growth III, L.P.10% owner
B Capital Healthcare I, L.P.10% owner
Hornet Co-Invest Investors, Ltd.10% owner
Hornet Co-Invest, LP10% owner
|
ConversionCommon Stock | 3,680,506 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionPreferred Series C Stock · Derivative | 1,117,743 | $0.00 | $0.00 |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionPreferred Series C Stock · Derivative | 26,993 | $0.00 | $0.00 |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionPreferred Stock Series B · Derivative | 41,876 | $0.00 | $0.00 |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionPreferred Series A Stock · Derivative | 149,655 | $0.00 | $0.00 |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionPreferred Series C Stock · Derivative | 531,877 | $0.00 | $0.00 |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionPreferred Series B Stock · Derivative | 825,135 | $0.00 | $0.00 |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionPreferred Series A Stock · Derivative | 2,948,794 | $0.00 | $0.00 |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionCommon Stock | 1,117,743 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionCommon Stock | 26,993 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionCommon Stock | 41,876 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionCommon Stock | 149,655 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
U.S. Venture Partners XII, L.P.10% owner
Tansey Casey M10% owner
|
ConversionCommon Stock | 531,877 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.