CASEY NIALL enters CARLSMED, INC. with 933.97K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 7/22/2025ACC: 0000950170-25-097649
DirectorOfficer· Chief IP Officer
Since Jan 2026
933.97K
Baseline shares
100% direct
933.97K
Direct ownership
1 position
116.09K
Derivative underlying
2 instruments
1
Security positions
All direct
Non-Derivative Holdings1
Common Stock
DirectShares owned933.97K
Total
933.97K direct933.97K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 933.97K | Direct |
| Total | 933.97K | 933.97K direct |
Derivative Holdings2
Series B Preferred Stock
DirectUnderlying security
Common Stock
Underlying shares
3.61K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Stock Option (Right to Buy)
DirectUnderlying security
Common Stock
Underlying shares
112.48K
Shares owned
N/A
Exercise price
4.35
Expiration
—
Exercise window
—
Total
Underlying
116.09K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Series B Preferred Stock Direct | Common Stock | — | — | 3.61K | N/A | |
| Stock Option (Right to Buy) Direct | Common Stock | 4.35 | — | — | 112.48K | N/A |
| Total | 116.09K | 0.00 | ||||