{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-04T03:25:43.895684+00:00","company":{"ticker":"CARL","cik":1794546,"company_name":"CARLSMED, INC."},"pagination":{"limit":100,"returned":4,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"78a37dce96f95b96f5fc86b3b7e16f6b74d91cff","cik":1794546,"ticker":"CARL","company_name":"CARLSMED, INC.","filed_at":"2026-05-05T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"raised","item_codes_triggered":["2.02"],"net_income_text":"($8.7) million","period_text":"first quarter ended March 31, 2026","report_date":"2026-10-05","result_type":"reported_results","revenue_text":"$16.1 million"},"claim":"CARLSMED, INC. reported first quarter ended March 31, 2026 results: revenue $16.1 million, net income ($8.7) million. Guidance raised.","evidence_excerpt":"set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nEX-99.1 Carlsmed ® Reports First Quarter 2026 Financial Results First quarter 2026 revenue of $16.1 million, representing 58% growth year-over-year Full year 2026 revenue guidance raised to $72 million to $77 million CARLSBAD, CALIFORNIA, MAY 5, 2026 (GLOBE NEWSWIRE) -- Carlsmed, Inc.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001794546-26-000010","anchor_url":"https://secwatch.observer/filing/0001794546-26-000010#claim-78a37dce96f95b96f5fc86b3b7e16f6b74d91cff","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1794546/000179454626000010/0001794546-26-000010-index.htm"},{"fact_type":"debt_financing","fact_key":"37e14145d47fc0ddbf0acf3f09897a189a35cbdd","cik":1794546,"ticker":"CARL","company_name":"CARLSMED, INC.","filed_at":"2025-10-30T23:59:59+00:00","payload":{"counterparty":null,"effective_date":"2025-10-29","event":"amendment","instrument_type":"credit_facility","interest_rate_text":"the greater of (a) the WSJ Prime Rate + 0.25% or (b) 5.25%","item_codes_triggered":["2.03"],"maturity_text":"October 15, 2030","principal_text":"up to $50.0 million"},"claim":"CARLSMED, INC. amended credit facility of up to $50.0 million at the greater of (a) the WSJ Prime Rate + 0.25% or (b) 5.25% maturing October 15, 2030.","evidence_excerpt":"Customers Bank (the “Customers Loan Agreement”). The Fifth Amendment provides the Company with a credit facility consisting of (i) a term loan in the principal amount of up to $50.0 million (the “Term Loan”), $17.5 million of which is contingent upon the achievement of requisite revenue milestones, and (ii) a $10.0 million non-formula revolving line of credit (the","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-25-258525","anchor_url":"https://secwatch.observer/filing/0001193125-25-258525#claim-37e14145d47fc0ddbf0acf3f09897a189a35cbdd","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1794546/000119312525258525/0001193125-25-258525-index.htm"},{"fact_type":"governance_change","fact_key":"48f6ea2515ace74f71a2fda86c3ba1e12f958f5b","cik":1794546,"ticker":"CARL","company_name":"CARLSMED, INC.","filed_at":"2025-07-24T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2025-07-24","item_codes_triggered":["5.03"],"summary_text":"Amended and restated bylaws became effective upon IPO closing."},"claim":"CARLSMED, INC.: Amended and restated bylaws became effective upon IPO closing (effective 2025-07-24).","evidence_excerpt":"and its amended and restated bylaws (the “Bylaws”) became effective, in connection with the closing of the initial public offering of shares of the Company’s common stock","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000950170-25-098327","anchor_url":"https://secwatch.observer/filing/0000950170-25-098327#claim-48f6ea2515ace74f71a2fda86c3ba1e12f958f5b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1794546/000095017025098327/0000950170-25-098327-index.htm"},{"fact_type":"governance_change","fact_key":"be3ce2b5adc299ac9e60a9d8040baa785eee55d5","cik":1794546,"ticker":"CARL","company_name":"CARLSMED, INC.","filed_at":"2025-07-24T23:59:59+00:00","payload":{"change_type":"charter_amendment","effective_date":"2025-07-24","item_codes_triggered":["5.03"],"summary_text":"Amended and restated certificate of incorporation effective upon IPO closing."},"claim":"CARLSMED, INC.: Amended and restated certificate of incorporation effective upon IPO closing (effective 2025-07-24).","evidence_excerpt":"On July 24, 2025, Carlsmed, Inc. (the “Company”) filed its amended and restated certificate of incorporation (the “Certificate of Incorporation”), and its amended and restated bylaws (the “Bylaws”) became effective, in connection with the closing of the initial public offering of shares of the Company’s common stock","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000950170-25-098327","anchor_url":"https://secwatch.observer/filing/0000950170-25-098327#claim-be3ce2b5adc299ac9e60a9d8040baa785eee55d5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1794546/000095017025098327/0000950170-25-098327-index.htm"}]}