Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARLSMED, INC.CARL · Entity 5551 | Director | June 03, 2026 | June 22, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CARLSMED, INC.
Report date June 03, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,264 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 13,698 · Balance 73,264 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 03, 2026 Filed Jun 22, 2026 10:11 UTC | CARLSMED, INC. CARL · Entity 5551 | 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 |
| July 24, 2025 Filed Jul 25, 2025 00:32 UTC | CARLSMED, INC. CARL · Entity 5551 | ConversionSeries B Preferred Stock · Derivative | 28,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-098542 · ownership.xml · derivative · entry 4 Sidow Kevin · CIK 0001416947 · Director 10b5-1 filing: No plan indicated Ownership: Direct 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. Read SEC document |
| July 24, 2025 Filed Jul 25, 2025 00:32 UTC | CARLSMED, INC. CARL · Entity 5551 | PurchaseCommon Stock | 13,333 | $15.00 | $199,995.00 |
DisclosureSEC source: 0000950170-25-098542 · ownership.xml · nonDerivative · entry 3 Sidow Kevin · CIK 0001416947 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,566 F4 · shares: Includes 13,333 shares of the Issuer's common stock purchased by the Reporting Person 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. F5 · balance_after: Includes (i) 17,333 unvested RSUs convertible into approximately 17,333 shares of the Issuer's common stock, (ii) 28,900 shares of common stock issued to Reporting Person upon the conversion of outstanding preferred stock on a 1-to-1 basis, immediately prior to the closing of the Issuer's public offering, and (iii) 13,333 shares of the Issuer's common stock purchased by the Reporting Person in the Issuer's initial public offering at the public offering price of $15.00 per share. Read SEC document |
| July 24, 2025 Filed Jul 25, 2025 00:32 UTC | CARLSMED, INC. CARL · Entity 5551 | Exercise / conversionCommon Stock | 28,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-098542 · ownership.xml · nonDerivative · entry 2 Sidow Kevin · CIK 0001416947 · Director 10b5-1 filing: No plan indicated Ownership: Direct 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. Read SEC document |
| July 22, 2025 Filed Jul 25, 2025 00:32 UTC | CARLSMED, INC. CARL · Entity 5551 | GrantCommon Stock | 17,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-098542 · ownership.xml · nonDerivative · entry 1 Sidow Kevin · CIK 0001416947 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,333 F1 · shares: Constitute 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 equal annual installments over three years. F2 · shares: Includes 17,333 unvested restricted stock units convertible into approximately 17,333 shares of the Issuer's common stock. F2 · balance_after: Includes 17,333 unvested restricted stock units convertible into approximately 17,333 shares of the Issuer's common stock. 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.