Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORTHOPEDIATRICS CORPKIDS · Entity 5338 | Director | June 01, 2022 | June 03, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ORTHOPEDIATRICS CORP
Report date June 01, 2022 · Filed June 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,291 |
Reported balance
After 2022-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-01 · Grant · Acquired 1,691 · Balance 7,291 F1: Includes restricted stock awards totaling 3,092 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock awards totaling 3,092 shares.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 01, 2022 Filed Jun 3, 2022 12:03 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000060 · wf-form4_165425781201863.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,291 F1 · balance_after: Includes restricted stock awards totaling 3,092 shares. Read SEC document |
| August 31, 2021 Filed Aug 31, 2021 20:52 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 2,445 | $67.58 | $165,233.10 |
DisclosureSEC source: 0001425450-21-000132 · wf-form4_163044309558006.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 7,000 Read SEC document |
| August 27, 2021 Filed Aug 30, 2021 12:56 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,000 | $65.14 | $65,140.00 |
DisclosureSEC source: 0001425450-21-000130 · wf-form4_163032818464679.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,445 Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:57 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 417 | $65.00 | $27,105.00 |
DisclosureSEC source: 0001425450-21-000128 · wf-form4_163001141546853.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,445 Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 18:31 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-21-000100 · wf-form4_162283145912337.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,600 F1 · balance_after: Includes restricted stock awards totaling 2,801 shares. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 18:23 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 7,000 | $49.29 | $345,030.00 |
DisclosureSEC source: 0001425450-20-000120 · wf-form4_160520539280479.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,862 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:06 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 5,000 | $48.10 | $240,500.00 |
DisclosureSEC source: 0001425450-20-000115 · wf-form4_160504237494547.xml · nonDerivative · entry 2 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 17,862 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:06 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 3,000 | $47.13 | $141,390.00 |
DisclosureSEC source: 0001425450-20-000115 · wf-form4_160504237494547.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 22,862 Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 19:35 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-20-000079 · wf-form4_159129930180454.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 F1 · balance_after: Includes restricted stock awards totaling 2,801 shares. Read SEC document |
| May 26, 2020 Filed May 27, 2020 14:20 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 3,000 | $46.36 | $139,080.00 |
DisclosureSEC source: 0001425450-20-000055 · wf-form4_159058924010998.xml · nonDerivative · entry 2 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 25,862 Read SEC document |
| May 26, 2020 Filed May 27, 2020 14:20 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 2,000 | $46.90 | $93,800.00 |
DisclosureSEC source: 0001425450-20-000055 · wf-form4_159058924010998.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 28,862 Read SEC document |
| May 22, 2020 Filed May 26, 2020 19:50 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,000 | $46.20 | $46,200.00 |
DisclosureSEC source: 0001425450-20-000052 · wf-form4_159052262495147.xml · nonDerivative · entry 5 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 30,862 Read SEC document |
| May 22, 2020 Filed May 26, 2020 19:50 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,000 | $46.23 | $46,230.00 |
DisclosureSEC source: 0001425450-20-000052 · wf-form4_159052262495147.xml · nonDerivative · entry 4 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 31,862 Read SEC document |
| May 22, 2020 Filed May 26, 2020 19:50 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,000 | $46.57 | $46,570.00 |
DisclosureSEC source: 0001425450-20-000052 · wf-form4_159052262495147.xml · nonDerivative · entry 3 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 32,862 Read SEC document |
| May 21, 2020 Filed May 26, 2020 19:50 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,000 | $46.48 | $46,480.00 |
DisclosureSEC source: 0001425450-20-000052 · wf-form4_159052262495147.xml · nonDerivative · entry 2 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 33,862 Read SEC document |
| May 21, 2020 Filed May 26, 2020 19:50 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,000 | $46.05 | $46,050.00 |
DisclosureSEC source: 0001425450-20-000052 · wf-form4_159052262495147.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 34,862 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 19:07 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-19-000070 · wf-form4_155993446158054.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 F1 · balance_after: Includes restricted stock awards totaling 2,334 shares. Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 21:01 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-18-000087 · wf-form4_152970128106232.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 F1 · balance_after: Includes restricted stock awards totaling 1,400 shares. Read SEC document |
| May 10, 2018 Filed May 14, 2018 17:57 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | OtherCommon Stock | 35,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-18-000066 · wf-form4_152632066497400.xml · nonDerivative · entry 1 Burns Stephen F · CIK 0001719297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 35,862 F1 · kind: Pro rata distribution to Stephen F Burns Trust from Stepstone OrthoPediatrics Holdings, LLC in which the Trust was a non-managing member. F1 · price: Pro rata distribution to Stephen F Burns Trust from Stepstone OrthoPediatrics Holdings, LLC in which the Trust was a non-managing member. F1 · balance_after: Pro rata distribution to Stephen F Burns Trust from Stepstone OrthoPediatrics Holdings, LLC in which the Trust was a non-managing member. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.