CARL CARLSMED, INC.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: proprietary aprevo platform for personalized spine fusion surgical implants using AI-driven surgical planning software
• • New: 2025 launch of FDA-cleared aprevo cervical spine fusion technology and personalized cervical plating solutions
• • Strategic shift: July 2025 IPO converted all preferred stock to common, enhanced equity capital structure and reclassified warrants to equity
• • Quantitative: cash and short-term investments grew to $109.9M in 2025 from $40.2M in 2024, revenue increased $50.5M (+86%)
• • Noteworthy: executed a 1-for-5.58 reverse stock split in July 2025 concurrent with IPO and significant equity recapitalization

Management Discussion & Analysis

• • No revenue, segment, or profitability details disclosed in this MD&A excerpt
• • Risks highlighted on liquidity due to loan covenants and uninsured cash deposits exposure
• • No dividends planned; future returns depend solely on stock price appreciation
• • Potential dilution from future equity issuances per 2025 Equity Incentive and Employee Stock Purchase Plans
• • Forward risks: regulatory compliance costs, internal control requirements, stock price volatility, and acquisition integration uncertainties

What are the latest CARL SEC filings in 2026?

CARLSMED, INC. (CARL) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CARL file its most recent 10-K annual report?

CARLSMED, INC. (CARL) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CARL 10-Q quarterly reports?

CARLSMED, INC. (CARL)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every CARL 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CARL filed recently?

CARLSMED, INC. (CARL)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CARL insider trading activity (Form 4)?

SignalX aggregates every CARL Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CARL file with the SEC?

CARLSMED, INC. (CARL) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CARL filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for CARLSMED, INC. (CARL).

What is CARL's SEC CIK number?

CARLSMED, INC. (CARL)'s SEC CIK (Central Index Key) number is 1794546. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1794546 to look up all CARL filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CARL return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from CARLSMED, INC. (CARL) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.