BERTOLINI JEFFREY enters CARLSMED, INC. with 22.49K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 9/10/2026ACC: 0002147819-26-000004
Officer· Chief Operating Officer
Since Sep 2026
22.49K
Baseline shares
100% direct
22.49K
Direct ownership
1 position
64.18K
Derivative underlying
3 instruments
1
Security positions
All direct
Non-Derivative Holdings1
Common Stock
DirectShares owned22.49K
Total
22.49K direct22.49K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 22.49K | Direct |
| Total | 22.49K | 22.49K direct |
Derivative Holdings3
Stock Option (Right to Buy)
DirectUnderlying security
Common Stock
Underlying shares
6.07K
Shares owned
N/A
Exercise price
2.23
Expiration
—
Exercise window
—
Stock Option (Right to Buy)
DirectUnderlying security
Common Stock
Underlying shares
35.71K
Shares owned
N/A
Exercise price
15.00
Expiration
—
Exercise window
—
Stock Option (Right to Buy)
DirectUnderlying security
Common Stock
Underlying shares
22.40K
Shares owned
N/A
Exercise price
5.92
Expiration
—
Exercise window
—
Total
Underlying
64.18K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Stock Option (Right to Buy) Direct | Common Stock | 2.23 | — | — | 6.07K | N/A |
| Stock Option (Right to Buy) Direct | Common Stock | 15.00 | — | — | 35.71K | N/A |
| Stock Option (Right to Buy) Direct | Common Stock | 5.92 | — | — | 22.40K | N/A |
| Total | 64.18K | 0.00 | ||||