Latest 10-Q

What changed in Carlsmed, Inc.'s latest quarterly report, compared with the one before.

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Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.

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13F holders

Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.

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Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.

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Lobbying

What Carlsmed, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.

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Lobbying and contracts

$185.0K · — in 12 mo

What Carlsmed, Inc. reported spending on lobbying next to the federal contracts it was awarded, by year.Lobbying: each report counts once. If a report was amended, only the newest version counts. Totals use the company's own report when it files one (it includes payments to hired firms); otherwise the hired firms' reported income. Registrations and reports with no amount are not counted. A firm that hands part of its work to another firm may report the same money as that other firm does; the filings do not allow us to tell. Contracts: each award is counted once, for the company that received it (or its listed parent when only the parent is matched), in the year of its first obligation. The amount is the total obligated to date, so a later increase is counted in the year the award began. Only awards of $1 million or more are collected. Agencies: the offices named on lobbying reports and the awarding agencies of contracts are matched to one department name (the Army, Navy and Air Force count as the Department of Defense; NIH, FDA and CMS as Health and Human Services). An agency is listed under both when the company lobbied it and was awarded a contract by it in the same period. Offices outside this list, and Congress, are not counted as agencies.

$0$50.0K$100.0K$150.0K2025 · Lobbying: $80,0002025 · Federal contracts: $020252026 YTD · Lobbying: $140,0002026 YTD · Federal contracts: $02026 YTD

Lobbying Federal contractsBoth bars use one dollar scale.

Lobbying and federal contracts of Carlsmed, Inc. by year
Gifts by the company's PAC to candidates for Congress. They come from donations to the PAC, not from the company's own funds.
2026 (year to date)$140.0K3Health issues, Medicare and MedicaidHHS—————
2025$80.0K2Health issues, Medicare and MedicaidHHS—————

Agencies both lobbied and awarding contracts

No agency appears on both sides in the last 12 months.

Lobbying and contract awards are reported separately; showing them together does not mean one caused the other.

All companies · Contract awards · Lobbying reports

Capitol Hires at Carlsmed, Inc.

2 hires

Lobbyists for Carlsmed, Inc. who say they once worked in Congress or the executive branch.

Capitol Hires at Carlsmed, Inc.
The covered position the lobbyist says they held: an office of a member of Congress, a committee or an executive-branch body, as written in the filing. The member's name is a link only when exactly one member of Congress fits the name, chamber, first name and years given; otherwise it stays as written.The lobbying report (LDA form LD-2) that names this lobbyist and office, with a link to it. Report period is the quarter the report covers; Posted is the day it was filed or amended, which can be much later. The same lobbyist is named again on each quarterly report for the same client, so a row is shown once, from the newest report, with the number of filings that name them.
Edward WatersTimothy H. Bishop
Member office · Democrat-NY
Legislative AssistantManatt, Phelps, and Phillips
Report period 2026 Q3 ↗
Posted Oct 19, 2026 · in 8 filings
Nicholas BathU.S. Senate Committee on Health, Education, Labor and Pensions
Committee
Health Policy DirectorManatt, Phelps, and Phillips
Report period 2026 Q3 ↗
Posted Oct 19, 2026 · in 8 filings

Each row reflects what was disclosed at the time of filing. A lobbyist listed may no longer be registered.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

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More filings and data

Each opens the table.

About the company

The basics from the company’s SEC registration.

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$17.12−$0.18 (−1.04%) Nov 13 close
Oct 13, 2026: $14.47Oct 14, 2026: $13.85Oct 15, 2026: $13.95Oct 16, 2026: $13.41Oct 19, 2026: $13.66Oct 20, 2026: $14.18Oct 21, 2026: $14.31Oct 22, 2026: $14.61Oct 23, 2026: $14.53Oct 26, 2026: $14.91Oct 27, 2026: $15.42Oct 28, 2026: $15.31Oct 29, 2026: $15.77Oct 30, 2026: $14.95Nov 2, 2026: $15.02Nov 3, 2026: $14.40Nov 4, 2026: $16.09Nov 5, 2026: $15.32Nov 6, 2026: $14.52Nov 9, 2026: $16.05Nov 10, 2026: $14.71Nov 11, 2026: $18.60Nov 12, 2026: $17.30Nov 13, 2026: $17.12
Oct 13, 2026Low $13.41 · High $18.60Nov 13, 2026
Aug 13, 2026: $13.99Aug 14, 2026: $14.32Aug 17, 2026: $13.78Aug 18, 2026: $14.88Aug 19, 2026: $15.52Aug 20, 2026: $16.50Aug 21, 2026: $16.05Aug 24, 2026: $15.80Aug 25, 2026: $16.07Aug 26, 2026: $16.18Aug 27, 2026: $16.75Aug 28, 2026: $16.88Aug 31, 2026: $16.29Sep 1, 2026: $16.37Sep 2, 2026: $16.34Sep 3, 2026: $15.52Sep 4, 2026: $15.60Sep 8, 2026: $15.23Sep 9, 2026: $14.99Sep 10, 2026: $14.76Sep 11, 2026: $14.73Sep 14, 2026: $15.34Sep 15, 2026: $15.23Sep 16, 2026: $15.31Sep 17, 2026: $15.39Sep 18, 2026: $15.58Sep 21, 2026: $15.60Sep 22, 2026: $15.42Sep 23, 2026: $14.76Sep 24, 2026: $14.82Sep 25, 2026: $15.10Sep 28, 2026: $14.18Sep 29, 2026: $14.09Sep 30, 2026: $14.07Oct 1, 2026: $13.76Oct 2, 2026: $14.27Oct 5, 2026: $15.30Oct 6, 2026: $14.64Oct 7, 2026: $14.38Oct 8, 2026: $14.05Oct 9, 2026: $14.42Oct 12, 2026: $14.78Oct 13, 2026: $14.47Oct 14, 2026: $13.85Oct 15, 2026: $13.95Oct 16, 2026: $13.41Oct 19, 2026: $13.66Oct 20, 2026: $14.18Oct 21, 2026: $14.31Oct 22, 2026: $14.61Oct 23, 2026: $14.53Oct 26, 2026: $14.91Oct 27, 2026: $15.42Oct 28, 2026: $15.31Oct 29, 2026: $15.77Oct 30, 2026: $14.95Nov 2, 2026: $15.02Nov 3, 2026: $14.40Nov 4, 2026: $16.09Nov 5, 2026: $15.32Nov 6, 2026: $14.52Nov 9, 2026: $16.05Nov 10, 2026: $14.71Nov 11, 2026: $18.60Nov 12, 2026: $17.30Nov 13, 2026: $17.12
Aug 13, 2026Low $13.41 · High $18.60Nov 13, 2026
Nov 13, 2025: $12.72Nov 14, 2025: $13.11Nov 17, 2025: $12.31Nov 18, 2025: $12.25Nov 19, 2025: $11.84Nov 20, 2025: $11.82Nov 21, 2025: $12.49Nov 24, 2025: $13.89Nov 25, 2025: $14.75Nov 26, 2025: $16.21Nov 28, 2025: $16.28Dec 1, 2025: $14.99Dec 2, 2025: $15.11Dec 3, 2025: $16.99Dec 4, 2025: $14.41Dec 5, 2025: $13.26Dec 8, 2025: $12.31Dec 9, 2025: $12.94Dec 10, 2025: $12.70Dec 11, 2025: $13.13Dec 12, 2025: $12.95Dec 15, 2025: $12.91Dec 16, 2025: $12.60Dec 17, 2025: $12.60Dec 18, 2025: $12.56Dec 19, 2025: $12.85Dec 22, 2025: $12.98Dec 23, 2025: $13.50Dec 24, 2025: $13.81Dec 26, 2025: $13.71Dec 29, 2025: $13.17Dec 30, 2025: $13.31Dec 31, 2025: $12.35Jan 2, 2026: $11.63Jan 5, 2026: $12.09Jan 6, 2026: $12.44Jan 7, 2026: $12.80Jan 8, 2026: $12.87Jan 9, 2026: $12.69Jan 12, 2026: $14.44Jan 13, 2026: $14.27Jan 14, 2026: $12.76Jan 15, 2026: $13.54Jan 16, 2026: $12.57Jan 20, 2026: $12.68Jan 21, 2026: $13.23Jan 22, 2026: $13.25Jan 23, 2026: $13.23Jan 26, 2026: $13.23Jan 27, 2026: $13.46Jan 28, 2026: $12.84Jan 29, 2026: $12.67Jan 30, 2026: $12.42Feb 2, 2026: $12.46Feb 3, 2026: $11.94Feb 4, 2026: $11.51Feb 5, 2026: $11.29Feb 6, 2026: $11.67Feb 9, 2026: $12.05Feb 10, 2026: $12.04Feb 11, 2026: $11.42Feb 12, 2026: $10.76Feb 13, 2026: $10.95Feb 17, 2026: $11.18Feb 18, 2026: $11.85Feb 19, 2026: $12.51Feb 20, 2026: $12.77Feb 23, 2026: $13.05Feb 24, 2026: $13.06Feb 25, 2026: $12.56Feb 26, 2026: $14.56Feb 27, 2026: $14.57Mar 2, 2026: $13.37Mar 3, 2026: $13.21Mar 4, 2026: $12.99Mar 5, 2026: $12.32Mar 6, 2026: $12.00Mar 9, 2026: $11.94Mar 10, 2026: $11.80Mar 11, 2026: $11.70Mar 12, 2026: $11.36Mar 13, 2026: $11.40Mar 16, 2026: $11.70Mar 17, 2026: $11.70Mar 18, 2026: $10.98Mar 19, 2026: $10.86Mar 20, 2026: $9.99Mar 23, 2026: $10.40Mar 24, 2026: $10.19Mar 25, 2026: $10.10Mar 26, 2026: $9.86Mar 27, 2026: $9.66Mar 30, 2026: $9.23Mar 31, 2026: $9.05Apr 1, 2026: $9.63Apr 2, 2026: $9.73Apr 6, 2026: $9.69Apr 7, 2026: $9.74Apr 8, 2026: $10.00Apr 9, 2026: $9.72Apr 10, 2026: $8.94Apr 13, 2026: $9.70Apr 14, 2026: $10.44Apr 15, 2026: $10.95Apr 16, 2026: $10.68Apr 17, 2026: $10.98Apr 20, 2026: $10.94Apr 21, 2026: $10.75Apr 22, 2026: $10.62Apr 23, 2026: $10.08Apr 24, 2026: $10.21Apr 27, 2026: $9.86Apr 28, 2026: $9.07Apr 29, 2026: $8.83Apr 30, 2026: $8.89May 1, 2026: $9.48May 4, 2026: $9.09May 5, 2026: $8.92May 6, 2026: $9.84May 7, 2026: $9.75May 8, 2026: $9.80May 11, 2026: $9.66May 12, 2026: $9.83May 13, 2026: $10.23May 14, 2026: $10.76May 15, 2026: $11.01May 18, 2026: $10.93May 19, 2026: $11.29May 20, 2026: $11.77May 21, 2026: $12.65May 22, 2026: $12.11May 26, 2026: $11.89May 27, 2026: $11.72May 28, 2026: $11.81May 29, 2026: $11.42Jun 1, 2026: $11.10Jun 2, 2026: $10.17Jun 3, 2026: $10.20Jun 4, 2026: $11.14Jun 5, 2026: $11.07Jun 8, 2026: $11.05Jun 9, 2026: $11.29Jun 10, 2026: $11.45Jun 11, 2026: $11.62Jun 12, 2026: $11.42Jun 15, 2026: $11.04Jun 16, 2026: $10.57Jun 17, 2026: $9.98Jun 18, 2026: $10.07Jun 22, 2026: $9.84Jun 23, 2026: $10.69Jun 24, 2026: $11.09Jun 25, 2026: $11.24Jun 26, 2026: $11.76Jun 29, 2026: $11.12Jun 30, 2026: $10.38Jul 1, 2026: $11.71Jul 2, 2026: $11.34Jul 6, 2026: $12.29Jul 7, 2026: $12.57Jul 8, 2026: $12.11Jul 9, 2026: $12.21Jul 10, 2026: $11.90Jul 13, 2026: $12.11Jul 14, 2026: $10.80Jul 15, 2026: $11.08Jul 16, 2026: $11.82Jul 17, 2026: $11.66Jul 20, 2026: $11.33Jul 21, 2026: $11.50Jul 22, 2026: $11.02Jul 23, 2026: $11.00Jul 24, 2026: $10.80Jul 27, 2026: $11.45Jul 28, 2026: $12.31Jul 29, 2026: $12.78Jul 30, 2026: $12.66Jul 31, 2026: $12.59Aug 3, 2026: $12.93Aug 4, 2026: $13.43Aug 5, 2026: $13.56Aug 6, 2026: $13.70Aug 7, 2026: $13.82Aug 10, 2026: $13.73Aug 11, 2026: $13.73Aug 12, 2026: $13.72Aug 13, 2026: $13.99Aug 14, 2026: $14.32Aug 17, 2026: $13.78Aug 18, 2026: $14.88Aug 19, 2026: $15.52Aug 20, 2026: $16.50Aug 21, 2026: $16.05Aug 24, 2026: $15.80Aug 25, 2026: $16.07Aug 26, 2026: $16.18Aug 27, 2026: $16.75Aug 28, 2026: $16.88Aug 31, 2026: $16.29Sep 1, 2026: $16.37Sep 2, 2026: $16.34Sep 3, 2026: $15.52Sep 4, 2026: $15.60Sep 8, 2026: $15.23Sep 9, 2026: $14.99Sep 10, 2026: $14.76Sep 11, 2026: $14.73Sep 14, 2026: $15.34Sep 15, 2026: $15.23Sep 16, 2026: $15.31Sep 17, 2026: $15.39Sep 18, 2026: $15.58Sep 21, 2026: $15.60Sep 22, 2026: $15.42Sep 23, 2026: $14.76Sep 24, 2026: $14.82Sep 25, 2026: $15.10Sep 28, 2026: $14.18Sep 29, 2026: $14.09Sep 30, 2026: $14.07Oct 1, 2026: $13.76Oct 2, 2026: $14.27Oct 5, 2026: $15.30Oct 6, 2026: $14.64Oct 7, 2026: $14.38Oct 8, 2026: $14.05Oct 9, 2026: $14.42Oct 12, 2026: $14.78Oct 13, 2026: $14.47Oct 14, 2026: $13.85Oct 15, 2026: $13.95Oct 16, 2026: $13.41Oct 19, 2026: $13.66Oct 20, 2026: $14.18Oct 21, 2026: $14.31Oct 22, 2026: $14.61Oct 23, 2026: $14.53Oct 26, 2026: $14.91Oct 27, 2026: $15.42Oct 28, 2026: $15.31Oct 29, 2026: $15.77Oct 30, 2026: $14.95Nov 2, 2026: $15.02Nov 3, 2026: $14.40Nov 4, 2026: $16.09Nov 5, 2026: $15.32Nov 6, 2026: $14.52Nov 9, 2026: $16.05Nov 10, 2026: $14.71Nov 11, 2026: $18.60Nov 12, 2026: $17.30Nov 13, 2026: $17.12
Nov 13, 2025Low $8.83 · High $18.60Nov 13, 2026
Congress purchase Congress sale Insider sale over $1M

Adjusted for stock splits; not for dividends. Where prices come from.

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Information, not investment advice. Company matching is automatic; check the source before relying on one row.