CARLSMED, INC.
For the period ended Mar 31, 2026. Filed May 5, 2026.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Mar 31, 2026 · Filed May 5, 2026
CARL$14.52-5.2%Stored close · as of Nov 6, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
(in thousands, except for share amounts)
| Series A ConvertiblePreferred Stock · Series B ConvertiblePreferred Stock · Series C ConvertiblePreferred Stock · Common Stock · AdditionalPaid-In · Accumulated · TotalStockholders’ | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Shares | Amount | Shares | Amount | Shares | Amount | Shares | Amount | Capital | Deficit | Equity (Deficit) | |
| Balance as of December 31, 2024 | 4,902,814 | $13,578 | 4,335,051 | $29,801 | 4,890,123 | $52,847 | 4,139,219 | $— | $541 | $(71,171) | $(70,630) |
| Issuance of Series C convertible preferred stock, net of issuance costs of $80 | — | — | — | — | 1,117,743 | 12,503 | — | — | — | — | — |
| Deemed dividend related to issuance of Series C convertible preferred stock | — | — | — | — | — | — | — | — | (584) | — | (584) |
| Vesting of early exercised stock options | — | — | — | — | — | — | 8,960 | — | 10 | — | 10 |
| Exercise of vested stock options | — | — | — | — | — | — | 422,364 | — | 149 | — | 149 |
| Stock-based compensation expense | — | — | — | — | — | — | — | — | 175 | — | 175 |
| Net loss | — | — | — | — | — | — | — | — | — | (5,729) | (5,729) |
| Balance as of March 31, 2025 | 4,902,814 | $13,578 | 4,335,051 | $29,801 | 6,007,866 | $65,350 | 4,570,543 | $— | $291 | $(76,900) | $(76,609) |
| Balance as of December 31, 2025 | — | $— | — | $— | — | $— | 26,604,505 | $— | $199,674 | $(100,805) | $98,869 |
| Vesting of early exercised stock options | — | — | — | — | — | — | 8,961 | — | 10 | — | 10 |
| Cashless exercise of warrants | — | — | — | — | — | — | 30,366 | — | — | — | — |
| Exercise of vested stock options | — | — | — | — | — | — | 537,669 | — | 436 | — | 436 |
| Stock-based compensation expense | — | — | — | — | — | — | — | — | 1,629 | — | 1,629 |
| Net loss | — | — | — | — | — | — | — | — | — | (8,696) | (8,696) |
| Balance as of March 31, 2026 | — | $— | — | $— | — | $— | 27,181,501 | $— | $201,749 | $(109,501) | $92,248 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.