secwatch.observer — SEC 8-K summary
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Issuer:     CARLSMED, INC. (CARL)
CIK:        0001794546
Form:       8-K
Filed at:   2026-09-08T20:06:16+00:00
Accession:  0001794546-26-000018
Event type: leadership
Sentiment:  neutral
Materiality: 0.50
Item codes: 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1794546/000179454626000018/0001794546-26-000018-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1794546/000179454626000018/carl-20260904.htm
  HTML page:      https://secwatch.observer/filing/0001794546-26-000018

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer