Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under CARLSMED, INC. in our court records and SEC 8-K records (as of 2026-10-18).
- Leadership changes: the latest reported is Leo Greenstein, Chief Financial Officer (Form 8-K filed 2026-09-30). Check you are dealing with the people now in charge.
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names B Capital Group Management, L.P. (filed 2025-11-14).
Who is behind it
CARLSMED, INC.: incorporated in Delaware; business address in Carlsbad, California; industry Surgical & Medical Instruments & Apparatus (Form D, 2026-09-30).
Officers and directors, each with the role and the filing that names them:
- Michael Cordonnier: Executive Officer, Director (Form D, 2024-03-21)
- Leonard Greenstein: Executive Officer (Form D, 2024-03-21)
- Niall Casey: Executive Officer, Director (Form D, 2024-03-21)
- Jonathan Root: Director (Form D, 2024-03-21)
- Philip Young: Director (Form D, 2024-03-21)
- Kevin Sidow: Director (Form D, 2024-03-21)
- Shariq Hussain: Executive Officer (Form D, 2024-03-21)
- Robert Mittendorff: Director (Form D, 2024-03-21)
- Sharon Schulzki: Executive Officer (Form D, 2024-03-21)
| Report | Holder | Share |
|---|---|---|
| Schedule 13G, 2025-11-14 | B Capital Group Management, L.P. | 27.8% |
| Schedule 13G, 2025-11-13 | Casey M Tansey | 22% |
| Schedule 13G, 2025-07-24 | Michael Cordonnier | 5.9% |
| Filed | Person | Role | Change | Effective |
|---|---|---|---|---|
| Form 8-K, 2026-09-30 | Leo Greenstein | Chief Financial Officer | departed | 2026-09-25 |
| Form 8-K, 2026-09-30 | Richard Heppenstall | Chief Financial Officer | appointed | 2026-09-28 |
| Form 8-K, 2026-09-08 | Jeffrey Bertolini | Chief Operating Officer | appointed | 2026-09-08 |
Money raised
| Filed | Sold | Offered |
|---|---|---|
| Form D, 2024-03-21 | $38.50M | $52.50M |
Latest IPO step: CARLSMED, INC. filed its final IPO prospectus, ticker CARL (424B4, 2025-07-24).
IPO filings: 424B4, 2025-07-24, S-1/A, 2025-07-15, S-1, 2025-06-26; ticker CARL on Nasdaq Global Select Market.
Related pages
Leadership changes5%+ holdersIPO filings
Filings, cases and notices link to their records. A not-found line names the records searched; it is not proof of absence.
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Cite this page
Permanent URL:
https://mentionfox.com/who-owns/carlsmedLast updated 2026-10-18
Primary record: Schedule 13G, 2025-11-14 · Form D, 2024-03-21 · Form 8-K, 2026-09-30 · Form 8-K, 2026-09-08
Who owns CARLSMED, INC.? Owners, funding and legal record. MentionFox, 2026-10-18. https://mentionfox.com/who-owns/carlsmed