This is a mandatory sell-to-cover transaction for tax purposes, not a discretionary insider sale. No material signal about the company's outlook. Monitor for any future discretionary Form 4 filings by insiders.
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Executive Summary
Former officer Leonard M. Greenstein filed a Form 144 notice to sell 4,136 shares of Carlsmed common stock, with an estimated aggregate market value of approximately $57,872. The sale is described as being solely to cover tax withholding obligations arising from the settlement of a vested equity award distribution. This is a routine sell-to-cover transaction, not a discretionary insider sale.
Key Facts
- Filer: Leonard M. Greenstein, a former officer of Carlsmed, Inc.
- Proposed sale: 4,136 shares of common stock.
- Estimated aggregate market value: $57,872.15.
- Reason: Sale to cover tax obligation from settlement of a vested equity award distribution.
- Broker: Fidelity Brokerage Services LLC.
- Filing date: October 14, 2026; proposed sale date also October 14, 2026.
Financial Impact
Approximately $57,872 in shares to be sold, representing a small fraction of the company's market cap.
Risk Factors
- None from this filing; routine tax-related sale.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001959173-26-007372 |
| Document: 0001959173-26-007372-index.html | 0001959173-26-007372 |
| Document: 0001959173-26-007372.txt | 0001959173-26-007372 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 12d ago | 144 | $13.85 | awaiting T+20 | — | $14.91 (+7.65%) |
Sep 30, 2026 26d ago | 8-K | $14.07 | awaiting T+20 | — | $14.91 (+5.97%) |
Sep 28, 2026 28d ago | Press Release | $14.18 $14.91 | ▲ +5.15% | ▲ +5.18% | $14.91 (+5.15%) |
Sep 15, 2026 5w ago | Insider Buy | $15.31 $14.47 | ▼ −5.49% | ▼ −8.66% | $14.91 (−2.61%) |
Aug 24, 2026 9w ago | EFFECT | $15.80 $15.42 | ▼ −2.41% | ▼ −3.72% | $14.91 (−5.63%) |
Jul 22, 2026 13w ago | Press Release | $11.00 $16.50 | ▲ +50.00% | ▲ +46.69% | $14.91 (+35.55%) |
US Market Status
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