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Who

Jeffrey Bertolini

Chief Operating Officer

Company insider

Files Form 4 as: Chief Operating Officer, Carlsmed.

In numbers

Trades disclosed
8
Buys
0
Sells
2
Bought
$0
Sold
$14K
Companies
1
Companies where not an officer
0
First trade
8 Sep 2026
Last trade
5 Oct 2026
Last filed
6 Oct 2026

Companies traded

Where they are an officer
CARL CarlsmedOfficer · Medical Devices · last 5 Oct 20260 buys · 2 sells

Activity over time

1 Sep – 1 Oct
101 Sep1 Oct

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
5 Oct 2026filed 6 Oct 2026CARL CarlsmedMedical DevicesSEC FORM 4 Code M$4,419747 at $5.92filing
5 Oct 2026filed 6 Oct 2026CARL CarlsmedMedical DevicesSEC FORM 4 Sold$11K747 at $14.39filing
5 Oct 2026filed 6 Oct 2026CARL Carlsmedoption or derivative · Medical DevicesSEC FORM 4 Code M—747 at $0.00filing
30 Sep 2026filed 1 Oct 2026CARL CarlsmedMedical DevicesSEC FORM 4 Code M$542243 at $2.23filing
30 Sep 2026filed 1 Oct 2026CARL CarlsmedMedical DevicesSEC FORM 4 Sold$3,400243 at $13.99filing
30 Sep 2026filed 1 Oct 2026CARL Carlsmedoption or derivative · Medical DevicesSEC FORM 4 Code M—243 at $0.00filing
8 Sep 2026filed 10 Sep 2026CARL Carlsmedoption or derivative · Medical DevicesSEC FORM 4 Code A—50,000 at $0.00filing
8 Sep 2026filed 10 Sep 2026CARL Carlsmedoption or derivative · Medical DevicesSEC FORM 4 Code A—50,000 at $0.00filing

News

Comparing Carlsmed (NASDAQ:CARL) and Establishment Labs (NASDAQ:ESTA)CARL · dailypolitical.com · 13 Oct 2026

0 headlines in the last 90 days name Jeffrey Bertolini; 1 article from the last 14 days about the 1 company they traded most, at most three about any one of them.

Sectors

Health Care2

Buys in green, sells in red, by the company’s sector.

Related people

Richard HeppenstallCFO, Treasurer · CFO, Treasurer at Carlsmed, filing Form 4 there in the last year
Casey M. TanseyDirector and 10% owner · 10% owner at Carlsmed, filing Form 4 there in the last year
Presidio Management Group XII, L.L.C.10% owner · 10% owner at Carlsmed, filing Form 4 there in the last year
Kevin SidowDirector · Director at Carlsmed, filing Form 4 there in the last year
Kevin C. OboyleDirector · Director at Carlsmed, filing Form 4 there in the last year