Short answer
CARLSMED, INC. (CARL) filed an 8-K current report with the SEC on September 8, 2026 reporting Item 5.02 (Departure/Election of Directors or Officers), Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). Jeffrey Bertolini appointed Chief Operating Officer effective September 8, 2026.
CARLSMED, INC. 8-K event analysis
AI summary of each reported item and its exhibits
Item 5.02 · Departure/Election of Directors or Officers
- Jeffrey Bertolini appointed Chief Operating Officer effective September 8, 2026
- Internal promotion from Senior Vice President, Operational Excellence, supporting operational continuity
- Annual salary increased to $475,000, with target cash incentive opportunity raised to 60%
- Grant of 50,000 stock options aligns compensation with shareholder value
- Employment agreement provides 12 months’ salary and COBRA reimbursements after qualifying termination outside change-in-control periods
Item 7.01 · Regulation FD Disclosure
- Bertolini appointed Chief Operating Officer, signaling a leadership change in day-to-day operations
- Appointment details and management rationale contained in Exhibit 99.1 press release
Item EX-99.1 · Exhibit EX-99.1
- Jeff Bertolini promoted to Chief Operating Officer, effective immediately
- Leadership change elevates operations executive with prior SI-BONE, NuVasive, and US Surgical experience
- COO mandate focused on scaling AI-enabled personalized spine surgery operations
- No compensation, succession, or financial terms disclosed in the exhibit
Generated from the filing text and exhibits; verify against the original. What 8-K item codes mean
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