| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CARLSMED, INC. | 10%+ Owner | Common Stock | 5.01M | Jul 24, 2025 | By B Capital Global Growth III, L.P. | ||
| CARLSMED, INC. | 10%+ Owner | Common Stock | 2.38M | Jul 24, 2025 | By B Capital Healthcare I, L.P. | ||
| CARLSMED, INC. | 10%+ Owner | Common Stock | 931K | Jul 24, 2025 | By Hornet Co-Invest, L.P. | ||
| CARLSMED, INC. | 10%+ Owner | Series B Preferred Stock | 0 | Jul 24, 2025 | By B Capital Global Growth III, L.P. | ||
| CARLSMED, INC. | 10%+ Owner | Series B Preferred Stock | 0 | Jul 24, 2025 | By B Capital Healthcare I, L.P. | ||
| CARLSMED, INC. | 10%+ Owner | Series C Preferred Stock | 0 | Jul 24, 2025 | By B Capital Global Growth III, L.P. | ||
| CARLSMED, INC. | 10%+ Owner | Series C Preferred Stock | 0 | Jul 24, 2025 | By B Capital Healthcare I, L.P. | ||
| CARLSMED, INC. | 10%+ Owner | Series C Preferred Stock | 0 | Jul 24, 2025 | By Hornet Co-Invest, L.P. |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CARL | CARLSMED, INC. | Jul 24, 2025 | 9 | $20M | 4 | Jul 24, 2025 | 10%+ Owner |
| CARL | CARLSMED, INC. | Jul 22, 2025 | 0 | $0 | 3 | Jul 22, 2025 | 10%+ Owner |