AI brief of an SEC Form 8-K · CARLSMED, INC. (CARL)

Carlsmed names Jeffrey Bertolini chief operating officer, effective September 8, 2026

Neutral Impact 4 of 5 leadership Written later

Carlsmed appointed Jeffrey Bertolini, previously its senior vice president of operational excellence, as chief operating officer effective September 8, 2026. His base salary rose to $475,000 and his target incentive rose to 60% of salary, and he received 50,000 stock options. The filing reports no financial results, so the change is a management appointment rather than a change in reported performance.

Key points

  • Jeffrey Bertolini, age 60, appointed chief operating officer by the board on September 4, 2026, effective September 8, 2026.
  • Base salary increased to $475,000 from $440,000; target annual incentive increased to 60% of base salary.
  • Granted 50,000 stock options on September 8, 2026.
  • Previously served as senior vice president, operational excellence, since March 2025, and joined the company in September 2024.

The filing

CompanyCARLSMED, INC. (CARL)
Form8-K, current report
Filed with the SECSep 8, 2026, 4:06 PM ET
Accession number0001794546-26-000018

Items reported: 5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 08, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.