An amended statement of changes in beneficial ownership for Carlsmed, Inc. (NASDAQ:CARL) was filed on September 15, 2026, correcting a prior filing dated July 24, 2025, to report a common stock purchase by Casey M. Tansey that had been omitted due to an administrative error.

Key Highlights

  • Reporting persons: Presidio Management Group XII, L.L.C., U.S. Venture Partners XII, L.P., and Casey M. Tansey, each identified as a 10% owner and director.
  • Transaction: 200,000 shares of Carlsmed common stock acquired (transaction code P) on July 24, 2025, at $15 per share.
  • Resulting ownership: 200,000 shares of common stock beneficially owned indirectly following the reported transaction, held by Casey M. Tansey per the filing's footnote.
  • Amendment purpose: The original July 24, 2025 filing "inadvertently omitted the purchase of common stock by Mr. Tansey and indicated that he did not directly own any shares of the Issuer's common stock," according to the filing.
  • Signed: Dale Holladay signed as authorized signatory on behalf of Presidio Management Group XII, L.L.C., U.S. Venture Partners XII, L.P., and as attorney-in-fact for Casey M. Tansey, on September 15, 2026.

Correction to July 2025 Common Stock Purchase at Carlsmed

According to the amended filing, the reporting persons are Presidio Management Group XII, L.L.C., U.S. Venture Partners XII, L.P., and Casey M. Tansey, all sharing an address of 1460 El Camino Real, Suite 100, Menlo Park, California 94025, care of U.S. Venture Partners. Each is identified in the filing as both a 10% owner and a director of Carlsmed, Inc., a company listed on NASDAQ under the ticker CARL.

The filing discloses that on July 24, 2025, 200,000 shares of Carlsmed common stock were acquired at a price of $15 per share, with those shares held indirectly by Casey M. Tansey. The amended document states it is being filed "solely to correct" the administrative omission from the original July 24, 2025 filing, which had failed to report the purchase and had incorrectly indicated Tansey held no direct shares in the issuer. No derivative securities transactions are reported in Table II of the filing.

What Was Disclosed

The amended filing corrects an administrative error in a July 24, 2025 ownership report, adding a previously omitted purchase of 200,000 shares of Carlsmed common stock at $15 per share by Casey M. Tansey, resulting in 200,000 shares of indirect beneficial ownership.