---
schema_version: "secwatch.filing_event.v1"
accession: "0001794546-26-000018"
form_type: "8-K"
ticker: "CARL"
cik: "0001794546"
company_name: "CARLSMED, INC."
filed_at: "2026-09-08T20:06:16+00:00"
generated_at: "2026-09-08T20:07:13.039283+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Carlsmed names Jeffrey Bertolini COO; salary $475k, 50k options granted

## Summary
- Jeffrey Bertolini, 60, promoted to COO effective September 8, 2026; previously SVP Operational Excellence since March 2025.
- New salary set at $475,000/year with target cash incentive raised to 60% of base salary; 50,000 stock options granted on September 8.
- Prior roles include SVP Operations & Technology at SI-BONE (2022-2024) and VP Global Planning at NuVasive (2020-2022).
- Employment agreement dated July 10, 2025 provides severance on termination without cause: 12 months salary, prorated incentive, COBRA.

## SEC filing metadata
- accession: 0001794546-26-000018
- form_type: 8-K
- ticker: CARL
- cik: 0001794546
- company_name: CARLSMED, INC.
- filed_at: 2026-09-08T20:06:16+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1794546/000179454626000018/0001794546-26-000018-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1794546/000179454626000018/carl-20260904.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001794546-26-000018
- JSON: https://secwatch.observer/filing/0001794546-26-000018.json
- Plain text: https://secwatch.observer/filing/0001794546-26-000018.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.