Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ORTHOPEDIATRICS CORP
Report date November 02, 2021 · Filed November 04, 2021
Section 16 reporting ended · disclosed 2021-11-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,940 |
Reported balance
After 2021-11-02 transaction · row 1
1 source rowRow 1 · 2021-11-02 · Grant · Acquired 2,119 · Balance 26,940 |
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 |
|---|---|---|---|---|---|---|
| November 02, 2021 Filed Nov 4, 2021 20:29 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 2,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-21-000150 · wf-form4_163605754367726.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,940 Read SEC document |
| August 10, 2021 Filed Aug 10, 2021 21:26 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 670 | $0.00 Strike: $30.97 | $0.00 |
DisclosureSEC source: 0001425450-21-000123 · wf-form4_162863079230390.xml · derivative · entry 5 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 670 shares Expires 2022-08-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option is fully vested and immediately exercisable. Read SEC document |
| August 10, 2021 Filed Aug 10, 2021 21:26 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 670 | $0.00 Strike: $30.97 | $0.00 |
DisclosureSEC source: 0001425450-21-000123 · wf-form4_162863079230390.xml · derivative · entry 4 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 670 shares Expires 2023-09-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option is fully vested and immediately exercisable. Read SEC document |
| August 10, 2021 Filed Aug 10, 2021 21:26 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 670 | $30.97 | $20,749.90 |
DisclosureSEC source: 0001425450-21-000123 · wf-form4_162863079230390.xml · nonDerivative · entry 3 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,821 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · balance_after: Includes restricted stock awards totaling 2,801 shares. Read SEC document |
| August 10, 2021 Filed Aug 10, 2021 21:26 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 670 | $30.97 | $20,749.90 |
DisclosureSEC source: 0001425450-21-000123 · wf-form4_162863079230390.xml · nonDerivative · entry 2 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,151 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 09, 2021 Filed Aug 10, 2021 21:26 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 100 | $72.00 | $7,200.00 |
DisclosureSEC source: 0001425450-21-000123 · wf-form4_162863079230390.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,481 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 15:41 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 2,000 | $66.60 | $133,200.00 |
DisclosureSEC source: 0001425450-21-000112 · wf-form4_162800524549611.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,581 F1 · shares: Shares sold pursuant to a 10b5-1 plan. F2 · balance_after: Includes restricted stock awards totaling 2,801 shares. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 19:46 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 300 | $64.54 | $19,362.00 |
DisclosureSEC source: 0001425450-21-000104 · wf-form4_162387275732696.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,581 F1 · balance_after: Includes restricted stock awards totaling 2,801 shares subject to vesting requirements. 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: 0001425450-21-000102 · wf-form4_162283149202005.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,881 F1 · balance_after: Includes restricted stock awards totaling 2,801 shares. Read SEC document |
| May 06, 2021 Filed May 6, 2021 17:52 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 3,209 | $60.00 | $192,540.00 |
DisclosureSEC source: 0001425450-21-000073 · wf-form4_162032351584912.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,481 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| May 03, 2021 Filed May 4, 2021 18:41 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 4,791 | $60.15 | $288,178.65 |
DisclosureSEC source: 0001425450-21-000064 · wf-form4_162015364066322.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,690 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 14:57 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 699 | $57.00 | $39,843.00 |
DisclosureSEC source: 0001425450-21-000031 · wf-form4_161461064518735.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,481 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 20:34 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,600 | $57.09 | $91,344.00 |
DisclosureSEC source: 0001425450-21-000029 · wf-form4_161411243494831.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,180 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| February 19, 2021 Filed Feb 22, 2021 17:56 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,701 | $57.16 | $97,229.16 |
DisclosureSEC source: 0001425450-21-000026 · wf-form4_161401657149655.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,780 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| February 18, 2021 Filed Feb 19, 2021 17:44 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 4,000 | $54.07 | $216,280.00 |
DisclosureSEC source: 0001425450-21-000023 · wf-form4_161375664577491.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,481 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| January 27, 2021 Filed Jan 28, 2021 15:17 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 3,136 | $51.73 | $162,225.28 |
DisclosureSEC source: 0001425450-21-000012 · wf-form4_161184705429682.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,481 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| August 25, 2020 Filed Aug 25, 2020 20:28 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 670 | $30.97 Strike: $30.97 | $20,749.90 |
DisclosureSEC source: 0001425450-20-000109 · wf-form4_159838732251016.xml · derivative · entry 2 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 670 shares Expires 2020-09-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock option is fully vested and immediately exercisable. Read SEC document |
| August 25, 2020 Filed Aug 25, 2020 20:28 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 670 | $30.97 | $20,749.90 |
DisclosureSEC source: 0001425450-20-000109 · wf-form4_159838732251016.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,617 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 19:33 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-20-000075 · wf-form4_159129918777775.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,947 F1 · balance_after: Includes restricted stock awards totaling 2,801 shares. Read SEC document |
| May 28, 2020 Filed May 29, 2020 13:43 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,000 | $46.75 | $46,750.00 |
DisclosureSEC source: 0001425450-20-000060 · wf-form4_159075976151863.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,547 Read SEC document |
| May 26, 2020 Filed May 28, 2020 13:48 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,263 | $47.50 | $59,992.50 |
DisclosureSEC source: 0001425450-20-000057 · wf-form4_159067368922784.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,547 Read SEC document |
| May 21, 2020 Filed May 26, 2020 19:51 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 1,000 | $45.71 | $45,710.00 |
DisclosureSEC source: 0001425450-20-000053 · wf-form4_159052264664724.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,810 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 19:05 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-19-000066 · wf-form4_155993431016882.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,810 F1 · balance_after: Includes restricted stock awards totaling 2,334 shares. Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 21:02 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-18-000089 · wf-form4_152970133730820.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,410 F1 · balance_after: Includes restricted stock awards totaling 1,400 shares. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 21:09 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | PurchaseCommon Stock | 3,747 | $18.07 | $67,708.29 |
DisclosureSEC source: 0001425450-18-000038 · wf-form4_152097536366040.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,010 F1 · shares: Represents shares that were purchased by Mr. Berry via his IRA in the open market. Read SEC document |
| October 16, 2017 Filed Oct 16, 2017 22:06 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | ConversionSeries B Convertible Preferred Stock · Derivative | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-052688 · tv477021_4.xml · derivative · entry 2 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,020 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of Series B Convertible Preferred Stock converted into approximately 0.67 shares of Common Stock for no additional consideration immediately prior to the completion of the Issuer's initial public offering. F2 · derivative.exercise_date: Each share of Series B Convertible Preferred Stock converted into approximately 0.67 shares of Common Stock for no additional consideration immediately prior to the completion of the Issuer's initial public offering. F2 · derivative.expiration_date: Each share of Series B Convertible Preferred Stock converted into approximately 0.67 shares of Common Stock for no additional consideration immediately prior to the completion of the Issuer's initial public offering. Read SEC document |
| October 16, 2017 Filed Oct 16, 2017 22:06 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | ConversionCommon Stock | 4,020 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-17-052688 · tv477021_4.xml · nonDerivative · entry 1 Berry Bernie B III · CIK 0001719253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,263 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares received upon conversion of the Series B Convertible Preferred Stock immediately prior to the completion of the Issuer's initial public offering. F2 · price: Each share of Series B Convertible Preferred Stock converted into approximately 0.67 shares of Common Stock for no additional consideration immediately prior to the completion of the Issuer's initial public offering. 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.