Carlsmed (CARL) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Nov 14, 2026

Net selling: insiders sold $29K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersForm 4, 90 days: -$29K net
CongressSTOCK Act, 180 days: None
Big funds13F, latest quarter: No large changes
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

Unlock the full results

Questions about CARL filings

Are insiders buying or selling Carlsmed, Inc. (CARL) stock?

Net selling: insiders sold $29K and bought $0 of CARL stock on the open market in the 90 days to Nov 14, 2026, according to SEC Form 4 filings. $29K of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Bertolini, Jeffrey (Chief Operating Officer), who sold $29K. The latest filing was on Nov 4, 2026.

Which members of Congress have traded CARL recently?

None. No member of Congress disclosed a CARL trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this CARL smart-money data?

This summary uses filings available on Nov 14, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

Smart money on CARL

Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
Lean short3 sales · $25.9K
3 of 3 on scheduled plans. Form 4 filings.
Congress
No recent politician filings found
Funds
No recent fund filings found
Influencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about CARL filings

Are insiders buying or selling Carlsmed, Inc. (CARL) stock?

Which members of Congress have traded CARL recently?

None. No member of Congress disclosed a CARL trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this CARL smart-money data?

Insiders

What insiders are doing

4 trades · 6 mo

Sold$29K

Sells (3)

BJ
Bertolini Jeffrey
Chief Operating Officer · Nov 4
$11K
sold
BJ
Bertolini Jeffrey
Chief Operating Officer · Nov 2
$4K
sold
BJ
Bertolini Jeffrey
Chief Operating Officer · Oct 6
$11K
sold

1 more trades

Pro opens all of them for $16.50/month, paid yearly.

Unlock all 1 trades

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Reported Nov 10, 2026

Earnings came in 70.3% above what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Nov 10, 2026

Period ending

Sep 30, 2026

Earnings per share

-$0.11+70.32% beat

-$0.38 expected

Revenue

$21.6M

SEC filing

EPS: Yahoo Finance

Next report

What the street expects next

Estimates as of Nov 13, 2026

EPS expected

-$0.34

-$0.35 to -$0.33

Revenue expected

$22.5M

5 analysts

Last 30 days

1up0down

Analysts raising estimates

Estimate drift

+0.01

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Sep 30, 2026Reported Nov 10, 2026	-$0.11est. -$0.38	+70.32%beat	$21.6MSEC filing	+64.9%from $13.1M
Jun 30, 2026Reported Aug 5, 2026	-$0.39est. -$0.40	+1.27%beat	$18.9MSEC filing	+56.7%from $12.1M
Mar 31, 2026Reported May 5, 2026	-$0.26est. -$0.40	+33.34%beat	$16.1MSEC filing	+58.2%from $10.2M
Dec 31, 2025Reported Feb 25, 2026	-$0.29est. -$0.43	+31.54%beat	$15.2MYahoo Finance	No year-ago quarter
Sep 30, 2025Reported Nov 6, 2025	-$0.37est. -$0.49	+24.49%beat	$13.1MSEC filing	+98.4%from $6.6M
Jun 30, 2025Reported Aug 28, 2025	-$1.37est. -$0.91	-50.55%miss	$12.1MSEC filing	+98.7%from $6.1M
Mar 31, 2025Reported Jun 26, 2025	-$0.26est. -$0.25	-4.00%miss	$10.2MSEC filing	No year-ago quarter
Sep 30, 2024Reported Nov 6, 2025	Not on file	No estimate	$6.6MSEC filing	No year-ago quarter

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $18.77
High: $19.00
Low: $16.70
Prev close: $18.60
52-wk high: $19.15
52-wk low: $8.50
Mkt cap: $474.1M
ROE: -44.0%
P/S: 6.6x
P/B: 6.8x
Profit margin: -55.8%
Op margin: -59.0%

Fundamentals

Is the business strong?

This company is not yet profitable.

Net margin: -55.8%
Market cap: $474M

Valuation

P/S6.61
P/B6.75

Quality

Operating margin-59.0%
ROE-44.0%
ROA-21.1%

Growth

Technicals

Price structure

This stock is in a strong uptrend.

Trend

Strong uptrend

100 / 100

RSI 14

60balanced

20D volatility

118%annualized

52-week range

$17.30

$8.50$19.15

20D support

$13.31recent floor

20D resistance

$19.15recent ceiling

Returns

5D +12.9%20D +24.0%60D +11.5%

Price vs moving averages

SMA20 +14.2%SMA50 +15.8%SMA200 +38.1%

Volume pace

1.68xvs prior 20D

Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Sep 30, 2026Nov 10, 2026

-$0.11est. -$0.38

+70.32%

$21.6MSEC filing

+64.9%from $13.1M

Jun 30, 2026Aug 5, 2026

-$0.39est. -$0.40

+1.27%

$18.9MSEC filing

+56.7%from $12.1M

Mar 31, 2026May 5, 2026

-$0.26est. -$0.40

+33.34%

$16.1MSEC filing

+58.2%from $10.2M

Dec 31, 2025Feb 25, 2026

-$0.29est. -$0.43

+31.54%

$15.2MYahoo Finance

No year-ago quarter

Sep 30, 2025Nov 6, 2025

-$0.37est. -$0.49

+24.49%

$13.1MSEC filing

+98.4%from $6.6M

Jun 30, 2025Aug 28, 2025

-$1.37est. -$0.91

-50.55%

$12.1MSEC filing

+98.7%from $6.1M

Mar 31, 2025Jun 26, 2025

-$0.26est. -$0.25

-4.00%

$10.2MSEC filing

No year-ago quarter

Sep 30, 2024Nov 6, 2025

Not on file

No estimate

$6.6MSEC filing

No year-ago quarter

Carlsmed, Inc.

Smart money at a glance

What do analysts expect?

Questions about CARL filings

Smart money on CARL

Questions about CARL filings

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 70.3% above what analysts expected.

What the street expects next

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Carlsmed, Inc.

Smart money at a glance

What do analysts expect?

Questions about CARL filings

Smart money on CARL

Questions about CARL filings

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 70.3% above what analysts expected.

What the street expects next

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Carlsmed, Inc.

Overview

Questions about CARL filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

Carlsmed, Inc.

Overview

Questions about CARL filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.