Short answer
CARLSMED, INC. (CARL) filed an 8-K current report with the SEC on September 30, 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). CFO Leo Greenstein departed September 25, 2026 without accounting or internal-control disagreements.
CARLSMED, INC. 8-K event analysis
AI summary of each reported item and its exhibits
Item 5.02 · Departure/Election of Directors or Officers
- CFO Leo Greenstein departed September 25, 2026 without accounting or internal-control disagreements
- Separation package includes $500,000 cash, pro-rated 2026 incentive, COBRA for 12 months, and accelerated equity vesting
- Richard Heppenstall appointed CFO September 28, 2026, bringing prior medical-device finance leadership at ZimVie, Breg, and Orthofix
- New CFO receives $500,000 base salary, 60% target incentive, and $2,800,000 in inducement equity awards
- Transition costs include up to $150,000 relocation reimbursement and advisory payments of $60,000 to Greenstein through December 31, 2026
Item 7.01 · Regulation FD Disclosure
- Heppenstall appointed Chief Financial Officer effective September 28, 2026
- Leadership change potentially relevant to financial reporting, capital strategy, and investor communications
- Press release details available in Exhibit 99.1
Item EX-99.1 · Exhibit EX-99.1
- Richard Heppenstall appointed CFO effective immediately, replacing Leo Greenstein after three years
- Heppenstall brings nearly 30 years across healthcare, life sciences, and technology, including CFO experience at ZimVie and Breg
- FY2026 revenue guidance reaffirmed at $74–$78 million, implying 50% growth at the midpoint
- October 1 CMS reimbursement effective for aprevo Lumbar, supporting commercialization and adoption prospects
- Upcoming aprevo Lumbar Bi-lateral and corra cervical launches increase execution demands under new financial leadership
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