Jeffrey Bertolini
CIK: 0002147819
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
CARLSMED, INC.
Discretionary Trading P&L
Holdings
Transaction History (7 total)
- Oct 30, 2026CARL
CARLSMED, INC.
Sale(S)Direct243 shares at avg. $15.80$4K - Oct 30, 2026CARL
CARLSMED, INC.
Exercise(M)Direct243 shares at avg. $2.23$542.376 - Oct 5, 2026CARL
CARLSMED, INC.
Exercise(M)Direct747 shares at avg. $5.92$4K - Oct 5, 2026CARL
CARLSMED, INC.
Sale(S)Direct747 shares at avg. $14.39$11K - Sep 30, 2026CARL
CARLSMED, INC.
Exercise(M)Direct243 shares at avg. $2.23$542.376 - Sep 30, 2026CARL
CARLSMED, INC.
Sale(S)Direct243 shares at avg. $13.99$3K - Sep 8, 2026CARL
CARLSMED, INC.
Award(A)DirectStock Option (Right to Buy)
50K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Oct 30, 2026 | CARL CARLSMED, INC. | Sale(S) | 243 | $15.80 | $3,839 | Direct |
| Oct 30, 2026 | CARL CARLSMED, INC. | Exercise(M) | 243 | $2.23 | $542 | Direct |
| Oct 5, 2026 | CARL CARLSMED, INC. | Exercise(M) | 747 | $5.92 | $4,419 | Direct |
| Oct 5, 2026 | CARL CARLSMED, INC. | Sale(S) | 747 | $14.39 | $10,749 | Direct |
| Sep 30, 2026 | CARL CARLSMED, INC. | Exercise(M) | 243 | $2.23 | $542 | Direct |
| Sep 30, 2026 | CARL CARLSMED, INC. | Sale(S) | 243 | $13.99 | $3,400 | Direct |
| Sep 8, 2026 | CARL CARLSMED, INC. | Award(A) Stock Option (Right to Buy) | 50,000 | - | - | Direct |
1-7 of 7 transactions
About Bertolini Jeffrey
Bertolini Jeffrey (SEC CIK 0002147819) files insider reports with the SEC as Chief Operating Officer of CARLSMED, INC. (CARL).
Signal8 holds 5 ownership filings by Bertolini Jeffrey (1 Form 3, 4 Form 4), filed between Sep 10, 2026 and Nov 2, 2026. Those filings report 7 transactions, from Sep 8, 2026 to Oct 30, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on Bertolini Jeffrey's filings is in CARLSBAD, CA.
Recent filings by Bertolini Jeffrey
- Oct 30, 2026: Open-market sale of CARL shares (Form 4, code S).
- Oct 30, 2026: Option exercise of CARL shares (Form 4, code M).
- Oct 5, 2026: Option exercise of CARL shares (Form 4, code M).
- Oct 5, 2026: Open-market sale of CARL shares (Form 4, code S).
- Sep 30, 2026: Option exercise of CARL shares (Form 4, code M).
Other insiders filing for CARLSMED, INC. (CARL)
- Presidio Management Group XII, L.L.C., 10% Owner
- OBOYLE KEVIN C, Director
- Sidow Kevin, Director
- ROOT JONATHAN D, Director
- YOUNG PHILIP M, Director
- Cordonnier Michael, CEO, President