Richard Heppenstall was named Chief Financial Officer of Carlsmed, Inc., succeeding Leo Greenstein, effective September 28, 2026. As of November 6, 2026, Carlsmed, Inc. has reported 2 leadership change filings to the SEC under Item 5.02 of Form 8-K, from September 8, 2026 to September 30, 2026, naming 2 appointments and 1 departure (Form 8-K, September 30, 2026).
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Carlsmed, Inc. reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-09-08 to 2026-09-30. They name 3 people, with 2 appointments and 1 departure. Every row below is cited to the filing it comes from, and this page adds each new change as Carlsmed, Inc. files it.
Also on the record for Carlsmed, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| November 14, 2025 | Stake report, Schedule 13G, by B CAPITAL GROUP MANAGEMENT, L.P. | 27.8% of the class | 5%+ stakes | Source |
| November 13, 2025 | Stake report, Schedule 13G, by Casey M Tansey | 22% of the class | 5%+ stakes | Source |
| July 24, 2025 | IPO filing, Form 424B4 | $15 a share | IPO filings | Source |
| July 24, 2025 | Stake report, Schedule 13G, by Michael Cordonnier | 5.9% of the class | 5%+ stakes | Source |
| July 15, 2025 | IPO filing, Form S-1/A | $14 to $16 a share | IPO filings | Source |
| June 26, 2025 | IPO filing, Form S-1 | — | IPO filings | Source |
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Carlsmed, Inc. elsewhere on the record
- 5%+ stake filings Nov 2025
- IPO filing Jul 2025
- Who owns it
Companies that share a holder
- U.S. Venture Partners XII, L.P. also filed stake reports on 2 other companies: Mobia Medical, Inc. (Aug 2026), Shoulder Innovations, Inc. (Nov 2025)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-09-30 | Out | Chief Financial Officer | 2026-09-25 | 8-K, 2026-09-30 | |
| 2026-09-30 | In | Chief Financial Officer | 2026-09-28 | 8-K, 2026-09-30 | |
| 2026-09-08 | In | Chief Operating Officer | 2026-09-08 | 8-K, 2026-09-08 |
Who leads Carlsmed, Inc., as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Financial Officer: Richard Heppenstall, appointed, effective 2026-09-28 (filed 2026-09-30).
- Chief Operating Officer: Jeffrey Bertolini, appointed, effective 2026-09-08 (filed 2026-09-08).
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Departing: Leo Greenstein, Chief Financial Officer, effective 2026-09-25
On September 28, 2026, Carlsmed, Inc. (the "Company") announced that Leo Greenstein has departed his role as the Company's Chief Financial Officer, effective September 25, 2026 (the "Separation Date").
Appointed: Richard Heppenstall, Chief Financial Officer, effective 2026-09-28
On September 24, 2026, the Board of Directors of the Company appointed Richard Heppenstall as Chief Financial Officer of the Company, effective September 28, 2026 (the "Transition Date").
- The Company appreciates Mr. Greenstein's contributions and wishes him well in his future endeavors.
- Mr. Greenstein's departure is not a result of any disagreement with the Company's independent auditors or any member of management on any matter of accounting principles or practices, financial statement disclosure, or internal controls.
- On September 29, 2026, the Company and Mr. Greenstein entered into a Separation and Release Agreement (the "Separation Agreement") and an Advisory Agreement (the "Advisory Agreement").
- Pursuant to the Separation Agreement, Mr. Greenstein will receive (i) cash payments of $500,000 in equal installments, which is an amount equal to 12 months of his base salary, (ii) a pro-rated annual incentive award for calendar year 2026 based on achievement of performance targets, payable at the same time when annual incentive awards are paid to other senior executives, and (iii) COBRA premiums for up to 12 months.
- The foregoing severance, incentive award and COBRA benefits are consistent with those that would have been due under Mr. Greenstein's previously disclosed employment agreement.
- Mr. Greenstein's remaining unvested equity awards will be cancelled and forfeited for no consideration.
Appointed: Jeffrey Bertolini, Chief Operating Officer, effective 2026-09-08
On September 4, 2026, the Board of Directors of Carlsmed, Inc. (the "Company") appointed Jeffrey Bertolini as Chief Operating Officer of the Company, effective September 8, 2026.
- Mr. Bertolini, age 60, has served as the Company's Senior Vice President, Operational Excellence since March 2025.
- Previously, Mr. Bertolini was Vice President of Advanced Manufacturing Technologies of the Company from September 2024 to March 2025.
- Before joining the Company, Mr. Bertolini was Senior Vice President, Operations & Technology of SI-BONE, Inc. from July 2022 to October 2024 and Vice President, Global Planning and Field Ops of NuVasive, Inc. from April 2020 to June 2022.
- He holds an MBA from Rensselaer Polytechnic Institute and a Bachelor of Science in Procurement and Logistics Management from Arizona State University.
- The Company previously entered into an employment agreement with Mr. Bertolini, effective as of July 10, 2025 (the "Employment Agreement").
- The Employment Agreement provides for an initial annual base salary of $375,000 and the eligibility to earn an annual cash incentive award with a target incentive opportunity equal to 40% of his base salary.
- Mr. Bertolini's salary was increased to $440,000 per annum on March 9, 2026.
- In connection with Mr. Bertolini's appointment as Chief Operating Officer, his salary was increased to $475,000 per annum, effective as of September 8, 2026 and his target incentive opportunity was increased to 60% of his base salary.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.