{"filing":{"accession_number":"0001794546-26-000018","cik":"0001794546","ticker":"CARL","company_name":"CARLSMED, INC.","form":"8-K","filing_date":"2026-09-08","report_date":"2026-09-04","primary_document":"carl-20260904.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1794546/000179454626000018/carl-20260904.htm"},"events":[{"id":31962,"run_id":29357,"accession_number":"0001794546-26-000018","anchor_item_number":"5.02","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"summary":"Jeffrey Bertolini was appointed Chief Operating Officer of Carlsmed, Inc., effective September 8, 2026, by the Board of Directors on September 4, 2026. The appointment includes compensatory arrangements with a salary increase to $475,000, target incentive opportunity increased to 60%, and a grant of 50,000 stock options. Bertolini was promoted from Senior Vice President of Operational Excellence and brings senior leadership experience from major medical device companies including SI-BONE, NuVasive, and US Surgical.","company_name":"CARLSMED, INC.","ticker":"CARL","filing_date":"2026-09-08","form":"8-K","submitted_at":null,"items":[{"id":35010,"accession_number":"0001794546-26-000018","item_number":"5.02","item_title":"Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"Jeffrey Bertolini was appointed Chief Operating Officer of Carlsmed, Inc., effective September 8, 2026, by the Board of Directors on September 4, 2026. While the disclosure also includes compensatory details (salary increase to $475,000, target incentive opportunity increased to 60%, and a grant of 50,000 stock options), the principal disclosed action is the appointment of an executive officer to a C-suite role. This is material to investors as it represents a significant leadership change at a medical technology company.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-08T20:09:35.077647+00:00","company_name":"","ticker":null,"filing_date":""},{"id":35011,"accession_number":"0001794546-26-000018","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"The filing discloses the appointment of Jeff Bertolini as Chief Operating Officer, effective immediately. The press release emphasizes his promotion from Senior Vice President of Operational Excellence and highlights his prior senior leadership experience at major medical device companies (SI-BONE, NuVasive, US Surgical). The CEO's statement underscores the materiality of this appointment to the company's operational scaling strategy. This is a clear executive appointment of a named officer to a C-suite role.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-08T20:09:35.077647+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":35010,"accession_number":"0001794546-26-000018","item_number":"5.02","item_title":"Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"Jeffrey Bertolini was appointed Chief Operating Officer of Carlsmed, Inc., effective September 8, 2026, by the Board of Directors on September 4, 2026. While the disclosure also includes compensatory details (salary increase to $475,000, target incentive opportunity increased to 60%, and a grant of 50,000 stock options), the principal disclosed action is the appointment of an executive officer to a C-suite role. This is material to investors as it represents a significant leadership change at a medical technology company.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-08T20:09:35.077647+00:00","company_name":"CARLSMED, INC.","ticker":"CARL","filing_date":"2026-09-08"},{"id":35011,"accession_number":"0001794546-26-000018","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"The filing discloses the appointment of Jeff Bertolini as Chief Operating Officer, effective immediately. The press release emphasizes his promotion from Senior Vice President of Operational Excellence and highlights his prior senior leadership experience at major medical device companies (SI-BONE, NuVasive, US Surgical). The CEO's statement underscores the materiality of this appointment to the company's operational scaling strategy. This is a clear executive appointment of a named officer to a C-suite role.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-08T20:09:35.077647+00:00","company_name":"CARLSMED, INC.","ticker":"CARL","filing_date":"2026-09-08"}]}