Jeffrey Bertolini, Chief Operating Officer of Carlsmed, Inc., was reported in a beneficial ownership statement filed September 10, 2026 as having acquired 50,000 stock options in the company on September 8, 2026.

Key Highlights

  • Reporting person: Jeffrey Bertolini, Chief Operating Officer of Carlsmed, Inc.
  • Security acquired: Stock Option (Right to Buy) covering 50,000 shares of Common Stock
  • Exercise price: $15.23 per share
  • Transaction date: September 8, 2026, with options expiring September 7, 2036
  • Vesting schedule: One-year cliff beginning September 8, 2026, then equal installments on each quarterly anniversary, subject to continued service
  • Price paid for derivative: $0
  • Beneficial ownership following transaction: 50,000 derivative securities held directly

Bertolini Option Grant Details and Vesting Terms at Carlsmed

According to the filing, Carlsmed, Inc. (NASDAQ:CARL), headquartered at 1800 Aston Avenue, Suite 100, Carlsbad, California 92008, granted its Chief Operating Officer Jeffrey Bertolini stock options with an exercise price of $15.23 per share. The transaction was coded as an acquisition ("A") under Table II, covering derivative securities in the form of Stock Options (Right to Buy), with an underlying security of Common Stock. The price paid by Bertolini for the derivative at the time of the grant was reported as $0.

The filing's explanation of responses states that the grant "includes 50,000 stock options exercisable into approximately 50,000 shares of the Issuer's common stock, which began to vest on September 8, 2026, subject to a one year cliff, and shall vest in equal installments on each quarterly anniversary thereafter, subject to the Reporting Person's continued service through each such vesting date." Following the reported transaction, Bertolini holds 50,000 derivative securities directly, with no indirect beneficial ownership reported. The options carry an expiration date of September 7, 2036. The filing was signed by Leonard Greenstein as attorney-in-fact for Jeffrey Bertolini and submitted on September 10, 2026.

What Was Disclosed

The filing reported that Carlsmed's Chief Operating Officer received a grant of 50,000 stock options at an exercise price of $15.23, with a ten-year term, vesting beginning with a one-year cliff and continuing quarterly thereafter contingent on continued service.