Jonathan Root R.'s most recent trade in Carlsmed Inc was a trade of 2,948,794 Series A Preferred Stock done . Disclosure was reported to the exchange on July 22, 2025.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 2,948,794 | 0 | - | - | Series A Preferred Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 2,948,794 | 2,948,794 | - | - | Common Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 1,117,743 | 1,117,743 | - | - | Common Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 1,117,743 | 0 | - | - | Series C Preferred Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 825,135 | 0 | - | - | Series B Preferred Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 825,135 | 3,773,929 | - | - | Common Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 531,877 | 0 | - | - | Series C Preferred Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 531,877 | 4,305,806 | - | - | Common Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | Purchase of securities on an exchange or from another person at price $ 15.00 per share. | 22 Jul 2025 | 466,666 | 483,999 | - | 15 | 6,999,990 | Common Stock |
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 149,655 | 0 | - | - | Series A Preferred Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 149,655 | 149,655 | - | - | Common Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 41,876 | 0 | - | - | Series B Preferred Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 41,876 | 191,531 | - | - | Common Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 26,993 | 0 | - | - | Series C Preferred Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | 22 Jul 2025 | 26,993 | 218,524 | - | - | Common Stock | ||
| Carlsmed Inc | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Jul 2025 | 17,333 | 17,333 | - | 0 | Common Stock | |
| Omada Health Inc. | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Jul 2025 | 237 | 9,973 | - | 0 | Common Stock | |
| Edgewise Therapeutics Inc | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Jun 2025 | 30,000 | 30,000 | - | - | Stock Option (Right to Buy) | |
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 4,539,436 | 4,571,769 | - | - | Common Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 1,813,927 | 0 | - | - | Series A Preferred Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 1,775,025 | 0 | - | - | Series B Preferred Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 357,402 | 0 | - | - | Series C Preferred Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 334,151 | 0 | - | - | Series D Preferred Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 258,931 | 0 | - | - | Series C-1 Preferred Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 145,223 | 146,257 | - | - | Common Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 58,030 | 0 | - | - | Series A Preferred Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 56,786 | 0 | - | - | Series B Preferred Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 11,434 | 0 | - | - | Series C Preferred Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 10,690 | 0 | - | - | Series D Preferred Stock | ||
| Omada Health Inc. | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Jun 2025 | 9,736 | 9,736 | - | 0 | Common Stock | |
| Omada Health Inc. | Jonathan D. Root | Director | 05 Jun 2025 | 8,283 | 0 | - | - | Series C-1 Preferred Stock | ||
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2025 | 1,309 | 0 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2025 | 1,309 | 21,741 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2025 | 1,185 | 1,186 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2025 | 1,185 | 22,542 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.82 per share. | 09 Feb 2025 | 384 | 21,357 (0%) | 0% | 26.8 | 10,299 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.82 per share. | 09 Feb 2025 | 348 | 22,194 (0%) | 0% | 26.8 | 9,333 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 Feb 2025 | 29,941 | 29,941 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 Feb 2025 | 5,298 | 21,995 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.72 per share. | 06 Feb 2025 | 1,563 | 20,432 (0%) | 0% | 26.7 | 41,763 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 05 Feb 2025 | 3,168 | 6,337 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 05 Feb 2025 | 3,168 | 17,794 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | CFO and President, Commercial | Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.82 per share. | 05 Feb 2025 | 1,097 | 16,697 (0%) | 0% | 26.8 | 29,422 | Common Stock |
| Edgewise Therapeutics Inc | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Jun 2024 | 20,594 | 20,594 | - | - | Stock Option (Right to Buy) | |
| Inari Medical Inc | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 42.41 per share. | 24 Apr 2024 | 4,126 | 541,149 | - | 42.4 | 174,984 | Common Stock |
| Inari Medical Inc | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 42.41 per share. | 24 Apr 2024 | 4,126 | 541,149 | - | 42.4 | 174,984 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2024 | 1,308 | 1,309 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Root Jonathan R. | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2024 | 1,308 | 14,173 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan Root R. | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2024 | 1,184 | 2,371 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Root Jonathan R. | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2024 | 1,184 | 14,973 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan Root R. | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 36.85 per share. | 09 Feb 2024 | 384 | 13,789 (0%) | 0% | 36.8 | 14,150 | Common Stock |
| Harley-Davidson, Inc. | R. Root Jonathan | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 36.85 per share. | 09 Feb 2024 | 347 | 14,626 (0%) | 0% | 36.9 | 12,787 | Common Stock |
| Harley-Davidson, Inc. | R. Root Jonathan | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Feb 2024 | 9,505 | 9,505 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | R. Root Jonathan | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 05 Feb 2024 | 6,997 | 15,013 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Root Jonathan R. | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 33.88 per share. | 05 Feb 2024 | 2,148 | 12,865 (0%) | 0% | 33.9 | 72,774 | Common Stock |
| Harley-Davidson, Inc. | R. Root Jonathan | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Feb 2024 | 1,669 | 8,594 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Root R. Jonathan | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Feb 2024 | 1,669 | 0 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Root R. Jonathan | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 34.19 per share. | 03 Feb 2024 | 578 | 8,016 (0%) | 0% | 34.2 | 19,762 | Common Stock |
| Inari Medical Inc | Jonathan D. Root | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 27 May 2023 | 2,982 | 537,023 | - | 0 | Common Stock | |
| Inari Medical Inc | Jonathan D. Root | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 27 May 2023 | 2,982 | 0 | - | - | Restricted Stock Unit | |
| Inari Medical Inc | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 May 2023 | 2,412 | 534,041 | - | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Feb 2023 | 3,555 | 3,555 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2023 | 1,307 | 6,781 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2023 | 1,307 | 2,617 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Feb 2023 | 739 | 7,137 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Payment of exercise price or tax liability using portion of securities received from the company at price $ 47.82 per share. | 09 Feb 2023 | 383 | 6,398 (0%) | 0% | 47.8 | 18,315 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Payment of exercise price or tax liability using portion of securities received from the company at price $ 47.82 per share. | 09 Feb 2023 | 212 | 6,925 (0%) | 0% | 47.8 | 10,138 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Sale of securities on an exchange or to another person at price $ 50.17 per share. | 06 Feb 2023 | 2,239 | 5,474 (0%) | 0% | 50.2 | 112,324 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Feb 2023 | 1,668 | 7,832 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Feb 2023 | 1,668 | 1,669 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Feb 2023 | 702 | 7,956 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Feb 2023 | 702 | 0 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Payment of exercise price or tax liability using portion of securities received from the company at price $ 51.31 per share. | 03 Feb 2023 | 578 | 7,254 (0%) | 0% | 51.3 | 29,657 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Payment of exercise price or tax liability using portion of securities received from the company at price $ 51.31 per share. | 03 Feb 2023 | 243 | 7,713 (0%) | 0% | 51.3 | 12,468 | Common Stock |
| Edgewise Therapeutics Inc | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 24 Jun 2022 | 42,087 | 42,087 | - | - | Stock Option (Right to Buy) | |
| Inari Medical Inc | Jonathan D. Root | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 26 May 2022 | 2,983 | 2,982 | - | - | Restricted Stock Unit | |
| Inari Medical Inc | Jonathan D. Root | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 26 May 2022 | 2,983 | 531,629 | - | 0 | Common Stock | |
| Inari Medical Inc | Jonathan D. Root | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 May 2022 | 2,420 | 528,646 | - | 0 | Common Stock | |
| Edgewise Therapeutics Inc | Jonathan D. Root | Director | Other type of transaction at price $ 0.00 per share. | 25 Feb 2022 | 3,473,543 | 0 | - | - | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Feb 2022 | 3,924 | 3,924 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 05 Feb 2022 | 702 | 6,272 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 05 Feb 2022 | 702 | 702 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.75 per share. | 05 Feb 2022 | 244 | 6,028 (0%) | 0% | 35.8 | 8,723 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 04 Feb 2022 | 191 | 6,219 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.75 per share. | 04 Feb 2022 | 55 | 6,164 (0%) | 0% | 35.7 | 1,966 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Feb 2022 | 1,668 | 6,148 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Feb 2022 | 1,668 | 3,337 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.60 per share. | 03 Feb 2022 | 578 | 5,570 (0%) | 0% | 35.6 | 20,577 | Common Stock |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Feb 2022 | 677 | 0 | - | - | Restricted Stock Units | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Feb 2022 | 677 | 4,715 (0%) | 0% | 0 | Common Stock | |
| Harley-Davidson, Inc. | Jonathan R. Root | SVP - HDFSI | Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.92 per share. | 01 Feb 2022 | 235 | 4,480 (0%) | 0% | 35.9 | 8,441 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 5.68 per share. | 02 Dec 2021 | 7,861 | 4,384,301 | - | 5.7 | 44,650 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 5.68 per share. | 02 Dec 2021 | 252 | 140,261 | - | 5.7 | 1,431 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 6.53 per share. | 29 Nov 2021 | 26,559 | 4,410,810 | - | 6.5 | 173,483 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 6.70 per share. | 29 Nov 2021 | 24,965 | 4,437,369 | - | 6.7 | 167,141 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 6.44 per share. | 29 Nov 2021 | 18,648 | 4,392,162 | - | 6.4 | 120,037 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 6.53 per share. | 29 Nov 2021 | 850 | 141,110 | - | 6.5 | 5,553 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 6.69 per share. | 29 Nov 2021 | 799 | 141,960 | - | 6.7 | 5,349 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 6.44 per share. | 29 Nov 2021 | 597 | 140,513 | - | 6.4 | 3,843 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 7.36 per share. | 23 Nov 2021 | 35,388 | 4,467,204 | - | 7.4 | 260,279 | Common Stock |
| eFFECTOR Therapeutics Inc | Jonathan D. Root | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 7.40 per share. | 23 Nov 2021 | 14,418 | 4,502,592 | - | 7.4 | 106,736 | Common Stock |