Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIENT INCAMOT · Entity 4689 | Director | May 03, 2017 | May 05, 2017 |
| BORGWARNER INCBWA · Entity 3425 | Director | April 29, 2026 | May 01, 2026 |
| Bioventus Inc.BVS · Entity 4996 | 10% owner | August 10, 2023 | August 15, 2023 |
| LINCOLN EDUCATIONAL SERVICES CORPLINC · Entity 5139 | 10% owner | May 15, 2024 | May 17, 2024 |
| Orthofix Medical Inc.OFIX · Entity 1975 | 10% owner | September 18, 2026 | September 23, 2026 |
| REVVITY, INC.RVTY · Entity 3382 | Director | August 25, 2026 | August 25, 2026 |
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.
ALLIENT INC
Report date May 03, 2017 · Filed May 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,957 |
Reported balance
After 2017-05-03 transaction · row 1
1 source rowRow 1 · 2017-05-03 · Grant · Acquired 2,314 · Balance 6,957 F1: Grant of restricted shares pursuant to the Company's Non-Employee Director Compensation Policy under the 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on April 30, 2018, 2019 and 2020. |
| Common StockSEC Table I · non-derivative | IndirectBy Juniper Public Fund, L.P. | 712,080 |
Reported balance
Holding disclosure · report date 2017-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 712,080 F2: Juniper Public Fund, L.P. is the beneficial owner of these securities and Juniper HF Investors II, LLC is the general partner of Juniper Public Fund. The Reporting Person is a managing member of Juniper HF Investors and disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 40 |
Reported balance
Holding disclosure · report date 2017-05-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 40 F3: The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted shares pursuant to the Company's Non-Employee Director Compensation Policy under the 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on April 30, 2018, 2019 and 2020.
F2: Juniper Public Fund, L.P. is the beneficial owner of these securities and Juniper HF Investors II, LLC is the general partner of Juniper Public Fund. The Reporting Person is a managing member of Juniper HF Investors and disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F3: The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
BORGWARNER INC
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,319 |
Reported balance
After 2026-04-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 3,228 · Balance 82,319 F1: Represents a restricted stock award granted on April 29, 2026, that will vest 100% on the first anniversary of the grant date. F2: Reflects an adjustment to the number of shares beneficially owned after a reconciliation of the Issuer's records regarding the reporting person's exempt transactions. |
| Common StockSEC Table I · non-derivative | Direct | 82,402 |
Reported balance
After 2026-04-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-04-29 · Grant · Acquired 83 · Balance 82,402 F3: Represents shares acquired pursuant to dividend reinvestments exempt from Section 16 pursuant to Rule 16a-11 and settled upon the vesting of restricted stock awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award granted on April 29, 2026, that will vest 100% on the first anniversary of the grant date.
F2: Reflects an adjustment to the number of shares beneficially owned after a reconciliation of the Issuer's records regarding the reporting person's exempt transactions.
F3: Represents shares acquired pursuant to dividend reinvestments exempt from Section 16 pursuant to Rule 16a-11 and settled upon the vesting of restricted stock awards.
Bioventus Inc.
Report date August 10, 2023 · Filed August 15, 2023
Jointly reported with Juniper Investment Company, LLC, Bartholdson John A.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 6,768,835 |
Reported balance
After 2023-08-10 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-08-10 · Purchase · Acquired 111,848 · Balance 6,768,835 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.23 to $4.57, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,068,554 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 6,818,872 |
Reported balance
After 2023-08-11 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2023-08-11 · Purchase · Acquired 50,037 · Balance 6,818,872 F4: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.49 to $4.69, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F3: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. F6: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,118,591 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 6,833,857 |
Reported balance
After 2023-08-14 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2023-08-14 · Purchase · Acquired 14,985 · Balance 6,833,857 F5: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.75 to $4.80, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F3: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. F7: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,133,576 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). |
| Class A Common StockSEC Table I · non-derivative | Direct | 7,576 |
Reported balance
Holding disclosure · report date 2023-08-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,576 F8: These securities are directly owned by John A. Bartholdson. Mr. Bartholdson is a director of the Issuer. The other Reporting Persons included in this Form 4 do not have beneficial ownership of such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.23 to $4.57, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
F2: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,068,554 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities").
F3: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein.
F4: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.49 to $4.69, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
F5: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.75 to $4.80, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
F6: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,118,591 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities").
F7: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,133,576 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities").
F8: These securities are directly owned by John A. Bartholdson. Mr. Bartholdson is a director of the Issuer. The other Reporting Persons included in this Form 4 do not have beneficial ownership of such securities.
LINCOLN EDUCATIONAL SERVICES CORP
Report date May 15, 2024 · Filed May 17, 2024
Jointly reported with Juniper Investment Company, LLC, Juniper Targeted Opportunities, LP
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par value per shareSEC Table I · non-derivative | IndirectAlexis P. Michas | 291,276 |
Reported balance
After 2024-05-15 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2024-05-15 · Sale · Disposed 5,033 · Balance 291,276 |
| Common Stock, no par value per shareSEC Table I · non-derivative | IndirectAlexis P. Michas | 288,909 |
Reported balance
After 2024-05-15 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2024-05-15 · Sale · Disposed 2,367 · Balance 288,909 |
| Common Stock, no par value per shareSEC Table I · non-derivative | IndirectAlexis P. Michas | 284,982 |
Reported balance
After 2024-05-15 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2024-05-15 · Sale · Disposed 3,927 · Balance 284,982 |
| Common Stock, no par value per shareSEC Table I · non-derivative | IndirectAlexis P. Michas | 281,426 |
Reported balance
After 2024-05-16 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2024-05-16 · Sale · Disposed 3,556 · Balance 281,426 |
| Common Stock, no par value per shareSEC Table I · non-derivative | IndirectAlexis P. Michas | 279,141 |
Reported balance
After 2024-05-16 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2024-05-16 · Sale · Disposed 2,285 · Balance 279,141 |
| Common Stock, no par value per shareSEC Table I · non-derivative | IndirectSee Footnote | 3,319,534 |
Reported balance
Holding disclosure · report date 2024-05-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 3,319,534 F1: Comprised of (i) 956,223 shares held by Juniper Targeted Opportunities L.P. ("Juniper Targeted Opportunities") and (ii) 2,363,311 shares held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"). Juniper Investment Company, LLC ("Juniper Investment Company") serves as the investment advisor to Juniper Targeted Opportunities and Juniper Fund. Mr. Michas and another individual serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and Juniper Fund and as a result, Mr. Michas shares voting and dispositive power over such shares with Juniper Investment Company and the other individual. Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities and Juniper Fund reflected herein except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Comprised of (i) 956,223 shares held by Juniper Targeted Opportunities L.P. ("Juniper Targeted Opportunities") and (ii) 2,363,311 shares held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"). Juniper Investment Company, LLC ("Juniper Investment Company") serves as the investment advisor to Juniper Targeted Opportunities and Juniper Fund. Mr. Michas and another individual serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and Juniper Fund and as a result, Mr. Michas shares voting and dispositive power over such shares with Juniper Investment Company and the other individual. Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities and Juniper Fund reflected herein except to the extent of his pecuniary interest therein.
Orthofix Medical Inc.
Report date September 18, 2026 · Filed September 23, 2026 · Amendment
Jointly reported with Juniper Investment Company, LLC, Bartholdson John A.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par value per shareSEC Table I · non-derivative | IndirectBy: Juniper Targeted Opportunity Fund, L.P. | 3,771,216 |
Last balance in matching sequence
After 2026-09-21 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-09-18 · Purchase · Acquired 120,000 · Balance 3,581,216 F1: Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Row 2 · 2026-09-21 · Purchase · Acquired 190,000 · Balance 3,771,216 F2: Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. |
| Common Stock, $0.10 par value per shareSEC Table I · non-derivative | IndirectBy: Juniper Multi-Strategy Fund, L.P. | 84,926 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 84,926 F4: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein. |
| Common Stock, $0.10 par value per shareSEC Table I · non-derivative | IndirectBy: Juniper Targeted Opportunities, L.P. | 935,901 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 935,901 F5: As the investment manager of Juniper Targeted Opportunities, LP (Juniper Targeted Opportunities"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Targeted Opportunities, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunities, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of their pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
F2: Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
F3: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein.
F4: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein.
F5: As the investment manager of Juniper Targeted Opportunities, LP (Juniper Targeted Opportunities"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Targeted Opportunities, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunities, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of their pecuniary interest therein.
REVVITY, INC.
Report date August 25, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy The Cayre and Alexis Michas Foundation Corp. | 6,985 |
Reported balance
After 2026-08-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-25 · Gift · Disposed 285 · Balance 6,985 F1: This transaction involved a gift of securities by The Cayre and Alexis Michas Foundation Corp. of an aggregate of 285 shares of common stock to a charitable organization. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. F2: Securities held in a charitable foundation that was established for the sole purpose of making charitable contributions. The directors of the foundation are the Reporting Person, his spouse and their adult children. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Direct | 63,780 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 63,780 F3: Includes shares related to dividends on shares in the Deferred Compensation Plan in the Reporting Person's account. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse IRA | 500 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 500 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction involved a gift of securities by The Cayre and Alexis Michas Foundation Corp. of an aggregate of 285 shares of common stock to a charitable organization. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F2: Securities held in a charitable foundation that was established for the sole purpose of making charitable contributions. The directors of the foundation are the Reporting Person, his spouse and their adult children. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F3: Includes shares related to dividends on shares in the Deferred Compensation Plan in the Reporting Person's account.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AstroNova, Inc.
Report date August 26, 2026 · Filed August 26, 2026
Section 16 reporting ended · disclosed 2026-08-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-26 transaction · row 1
1 source rowRow 1 · 2026-08-26 · Disposition to issuer · Disposed 29,319 · Balance 0 F1: Disposed of pursuant to that certain Agreement and Plan of Merger, dated as of June 16, 2026, by and among AstroNova, Inc. (the "Company"), Orion Merger Parent, Inc. ("Parent"), and Orion MergerCo X, Inc., a wholly owned subsidiary of Parent (as it may be amended from time to time, the "Merger Agreement"). |
| Common StockSEC Table I · non-derivative | IndirectJuniper Targeted Opportunity Fund, L.P. | 0 |
Reported balance
After 2026-08-26 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-26 · Disposition to issuer · Disposed 535,203 · Balance 0 F2: Shares held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund") were disposed of pursuant to the Merger Agreement. Juniper Investment Company, LLC ("Juniper Investment") serves as investment manager for Juniper Fund. Mr. Michas is a managing member of Juniper Investment and of the general partner of Juniper Fund and, therefore, may be deemed to beneficially own the shares held by Juniper Fund. Mr. Michas disclaims beneficial ownership of holdings of Juniper Fund reflected herein except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to that certain Agreement and Plan of Merger, dated as of June 16, 2026, by and among AstroNova, Inc. (the "Company"), Orion Merger Parent, Inc. ("Parent"), and Orion MergerCo X, Inc., a wholly owned subsidiary of Parent (as it may be amended from time to time, the "Merger Agreement").
F2: Shares held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund") were disposed of pursuant to the Merger Agreement. Juniper Investment Company, LLC ("Juniper Investment") serves as investment manager for Juniper Fund. Mr. Michas is a managing member of Juniper Investment and of the general partner of Juniper Fund and, therefore, may be deemed to beneficially own the shares held by Juniper Fund. Mr. Michas disclaims beneficial ownership of holdings of Juniper Fund reflected herein except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| September 21, 2026 Filed Sep 23, 2026 19:52 UTC Amendment | Orthofix Medical Inc. OFIX · Entity 1975 | PurchaseCommon Stock, $0.10 par value per share | 190,000 | $8.86 | $1,683,381.00 |
DisclosureSEC source: 0001794034-26-000007 · primary_doc.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,771,216 F2 · price: Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| September 21, 2026 Filed Sep 22, 2026 20:26 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 190,000 | $8.86 | $1,683,381.00 |
DisclosureSEC source: 0001794034-26-000006 · primary_doc.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,771,216 F2 · price: Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| September 18, 2026 Filed Sep 23, 2026 19:52 UTC Amendment | Orthofix Medical Inc. OFIX · Entity 1975 | PurchaseCommon Stock, $0.10 par value per share | 120,000 | $8.74 | $1,048,716.00 |
DisclosureSEC source: 0001794034-26-000007 · primary_doc.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,581,216 F1 · price: Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:26 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 120,000 | $8.74 | $1,048,716.00 |
DisclosureSEC source: 0001794034-26-000006 · primary_doc.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,581,216 F1 · price: Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| August 26, 2026 Filed Aug 26, 2026 21:10 UTC | AstroNova, Inc. ALOT · Entity 9547 | Disposition to issuerCommon Stock | 535,203 | $29.00 | $15,520,887.00 |
DisclosureSEC source: 0002064832-26-000302 · form4.xml · nonDerivative · entry 2 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 0 F2 · ownership.nature: Shares held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund") were disposed of pursuant to the Merger Agreement. Juniper Investment Company, LLC ("Juniper Investment") serves as investment manager for Juniper Fund. Mr. Michas is a managing member of Juniper Investment and of the general partner of Juniper Fund and, therefore, may be deemed to beneficially own the shares held by Juniper Fund. Mr. Michas disclaims beneficial ownership of holdings of Juniper Fund reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 26, 2026 Filed Aug 26, 2026 21:10 UTC | AstroNova, Inc. ALOT · Entity 9547 | Disposition to issuerCommon Stock | 29,319 | $29.00 | $850,251.00 |
DisclosureSEC source: 0002064832-26-000302 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to that certain Agreement and Plan of Merger, dated as of June 16, 2026, by and among AstroNova, Inc. (the "Company"), Orion Merger Parent, Inc. ("Parent"), and Orion MergerCo X, Inc., a wholly owned subsidiary of Parent (as it may be amended from time to time, the "Merger Agreement"). Read SEC document |
| August 25, 2026 Filed Aug 25, 2026 20:05 UTC | REVVITY, INC. RVTY · Entity 3382 | GiftCommon Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-365114 · ownership.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Cayre and Alexis Michas Foundation Corp. Disclosed balance after: 6,985 F1 · kind: This transaction involved a gift of securities by The Cayre and Alexis Michas Foundation Corp. of an aggregate of 285 shares of common stock to a charitable organization. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. F2 · balance_after: Securities held in a charitable foundation that was established for the sole purpose of making charitable contributions. The directors of the foundation are the Reporting Person, his spouse and their adult children. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 21:05 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 20,000 | $10.01 | $200,260.00 |
DisclosureSEC source: 0001794034-26-000005 · primary_doc.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Multi-Strategy Fund, L.P. Disclosed balance after: 84,926 F2 · price: Represents the weighted average per share price with a range from $9.97 and $10.04. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 21:05 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 19,500 | $10.38 | $202,484.10 |
DisclosureSEC source: 0001794034-26-000005 · primary_doc.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Multi-Strategy Fund, L.P. Disclosed balance after: 64,926 F1 · price: Represents the weighted average per share price with a range from $10.30 and $10.43. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| May 22, 2026 Filed May 29, 2026 20:57 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 242,000 | $10.70 | $2,589,206.40 |
DisclosureSEC source: 0001794034-26-000004 · primary_doc.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,461,216 F1 · price: Represents the weighted average per share price with a range from $10.2450 and $10.9500. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:05 UTC | REVVITY, INC. RVTY · Entity 3382 | GrantCommon Stock | 1,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-216736 · ownership.xml · nonDerivative · entry 2 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,767 F2 · balance_after: Includes shares related to dividends on shares in the Reporting Person's Deferred Compensation Plan account. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:05 UTC | REVVITY, INC. RVTY · Entity 3382 | GrantCommon Stock | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-216736 · ownership.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,300 F1 · shares: The Reporting Person was granted restricted stock units, with each unit representing a contingent right to receive one share of the issuer's common stock. The grant of restricted stock units will fully vest on April 27, 2027, the scheduled date for the issuer's next annual meeting of shareholders, subject to the Reporting Person's continued service through such date or, if earlier, upon the Reporting Person's death, disability or qualifying retirement, or the termination of the Reporting Person's service within 12 months following a change in control. F2 · balance_after: Includes shares related to dividends on shares in the Reporting Person's Deferred Compensation Plan account. Read SEC document |
| April 29, 2026 Filed May 1, 2026 16:44 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004758 · doc4.xml · nonDerivative · entry 2 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,402 F3 · shares: Represents shares acquired pursuant to dividend reinvestments exempt from Section 16 pursuant to Rule 16a-11 and settled upon the vesting of restricted stock awards. Read SEC document |
| April 29, 2026 Filed May 1, 2026 16:44 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 3,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004758 · doc4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,319 F1 · shares: Represents a restricted stock award granted on April 29, 2026, that will vest 100% on the first anniversary of the grant date. F2 · balance_after: Reflects an adjustment to the number of shares beneficially owned after a reconciliation of the Issuer's records regarding the reporting person's exempt transactions. Read SEC document |
| April 09, 2026 Filed Apr 13, 2026 20:36 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 3,053 | $0.00 | $0.00 |
DisclosureSEC source: 0002064832-26-000166 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,319 F1 · kind: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 21:17 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 4,440 | $0.00 | $0.00 |
DisclosureSEC source: 0000008146-25-000005 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,266 F1 · kind: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 21:09 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 8,772 | $42.31 | $371,183.67 |
DisclosureSEC source: 0001225208-25-007735 · doc4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,903.45 F1 · price: The price in Column 4 is a weighted average price. The actual prices received ranged from $42.2050 to $42.3900. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 21:14 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 3,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-015182 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,826 F1 · kind: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 20:05 UTC | REVVITY, INC. RVTY · Entity 3382 | SaleCommon Stock | 500 | $89.01 | $44,505.00 |
DisclosureSEC source: 0001193125-25-191227 · ownership.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Cayre and Alexis Michas Foundation Corp. Disclosed balance after: 7,270 F1 · balance_after: Securities held in a charitable foundation that was established for the sole purpose of making charitable contributions. The directors of the foundation are the Reporting Person, his spouse and their adult children. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 20:51 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 3,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-011575 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,755 F1 · kind: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| April 30, 2025 Filed May 1, 2025 20:05 UTC | REVVITY, INC. RVTY · Entity 3382 | GrantCommon Stock | 1,552 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-061824 · ownership.xml · nonDerivative · entry 2 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,054 F2 · balance_after: Includes shares related to dividends on shares in the Reporting Person's Deferred Compensation Plan account. Read SEC document |
| April 30, 2025 Filed May 1, 2025 20:05 UTC | REVVITY, INC. RVTY · Entity 3382 | GrantCommon Stock | 1,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-061824 · ownership.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,502 F1 · shares: The Reporting Person was granted restricted stock units, with each unit representing a contingent right to receive one share of the issuer's common stock. The grant of restricted stock units will fully vest on April 28, 2026, the scheduled date for the issuer's next annual meeting of shareholders, subject to the Reporting Person's continued service through such date or, if earlier, upon the Reporting Person's death, disability or qualifying retirement, or the termination of the Reporting Person's service within 12 months following a change in control. F2 · balance_after: Includes shares related to dividends on shares in the Reporting Person's Deferred Compensation Plan account. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:51 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 5,814 | $28.38 | $165,001.32 |
DisclosureSEC source: 0001225208-25-004552 · doc4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,675.45 F1 · shares: The shares will vest 100% on the first anniversary of the grant date. F2 · balance_after: The Amount of Securities Beneficially Owned includes shares acquired pursuant to dividend reinvestments exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| March 19, 2025 Filed Mar 25, 2025 21:36 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 1,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006271 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,207 F1 · shares: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 21:33 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020121 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,497 F1 · shares: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| September 10, 2024 Filed Sep 11, 2024 20:14 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016469 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,289 F1 · shares: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:05 UTC | REVVITY, INC. RVTY · Entity 3382 | SaleCommon Stock | 850 | $118.62 | $100,827.00 |
DisclosureSEC source: 0000950170-24-098047 · ownership.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Cayre and Alexis Michas Foundation Corp. Disclosed balance after: 7,770 F1 · price: The price reported represents a weighted average sale price of shares sold in multiple transactions at prices ranging from $118.60 to $118.76. The Reporting Person hereby undertakes, upon request of the Staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. F2 · balance_after: Securities held in a charitable foundation that was established for the sole purpose of making charitable contributions. The directors of the foundation are the Reporting Person, his spouse and their adult children. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 20:48 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 1,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012511 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,059 F1 · shares: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| May 16, 2024 Filed May 17, 2024 20:01 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 2,285 | $12.01 | $27,442.85 |
DisclosureSEC source: 0001019056-24-000176 · ownership.xml · nonDerivative · entry 5 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 279,141 Read SEC document |
| May 16, 2024 Filed May 17, 2024 20:01 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 3,556 | $12.00 | $42,672.00 |
DisclosureSEC source: 0001019056-24-000176 · ownership.xml · nonDerivative · entry 4 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 281,426 Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:01 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 3,927 | $12.01 | $47,163.27 |
DisclosureSEC source: 0001019056-24-000176 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 284,982 Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:01 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 2,367 | $12.00 | $28,404.00 |
DisclosureSEC source: 0001019056-24-000176 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 288,909 Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:01 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 5,033 | $12.10 | $60,899.30 |
DisclosureSEC source: 0001019056-24-000176 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 291,276 Read SEC document |
| May 01, 2024 Filed May 2, 2024 20:05 UTC | REVVITY, INC. RVTY · Entity 3382 | GrantCommon Stock | 1,413 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-052071 · ownership.xml · nonDerivative · entry 2 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,190 F2 · balance_after: Includes shares related to dividends on shares in the Reporting Person's Deferred Compensation Plan account. Read SEC document |
| May 01, 2024 Filed May 2, 2024 20:05 UTC | REVVITY, INC. RVTY · Entity 3382 | GrantCommon Stock | 1,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-052071 · ownership.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,777 F1 · shares: The Reporting Person was granted restricted stock units, with each unit representing a contingent right to receive one share of the issuer's common stock. The grant of restricted stock units will fully vest on April 22, 2025, the scheduled date for the issuer's next annual meeting of shareholders, subject to the reporting person's continued service through such date or, if earlier, upon the reporting person's death, disability or qualifying retirement, or the termination of the reporting person's service within 12 months following a change in control. F2 · balance_after: Includes shares related to dividends on shares in the Reporting Person's Deferred Compensation Plan account. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 15:54 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 4,903 | $33.65 | $164,985.95 |
DisclosureSEC source: 0001225208-24-005262 · doc4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,811.45 F1 · shares: The shares will vest 100% on the first anniversary of the grant date. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:35 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 980 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007052 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,981 F1 · shares: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| March 13, 2024 Filed Mar 13, 2024 20:41 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 7,855 | $10.00 | $78,550.00 |
DisclosureSEC source: 0001019056-24-000126 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 296,309 Read SEC document |
| March 13, 2024 Filed Mar 13, 2024 20:41 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 200 | $10.01 | $2,002.00 |
DisclosureSEC source: 0001019056-24-000126 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 304,164 Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 20:41 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 1,945 | $10.00 | $19,450.00 |
DisclosureSEC source: 0001019056-24-000126 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 304,364 Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:05 UTC | REVVITY, INC. RVTY · Entity 3382 | SaleCommon Stock | 5,000 | $109.98 | $549,900.00 |
DisclosureSEC source: 0000950170-24-023828 · ownership.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,604 F1 · price: The price reported represents a weighted average sale price of shares sold in multiple transactions at prices ranging from $109.94 to $110.01. The Reporting Person hereby undertakes, upon request of the Staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes shares related to dividends on shares in the Reporting Person's Deferred Compensation Plan account. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 21:29 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022081 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,001 F1 · shares: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| November 28, 2023 Filed Nov 29, 2023 21:05 UTC | REVVITY, INC. RVTY · Entity 3382 | GiftCommon Stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066729 · ownership.xml · nonDerivative · entry 2 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Cayre and Alexis Michas Foundation Corp. Disclosed balance after: 8,620 F3 · kind: This transaction involved a gift of securities by The Cayre and Alexis Michas Foundation Corp. of an aggregate of 230 shares of common stock to charitable organizations. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. F2 · balance_after: Securities held in a charitable foundation that was established for the sole purpose of making charitable contributions. The directors of the foundation are the reporting person, his spouse and their adult children. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 21:05 UTC | REVVITY, INC. RVTY · Entity 3382 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066729 · ownership.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Cayre and Alexis Michas Foundation Corp. Disclosed balance after: 8,850 F1 · kind: This transaction involved a gift of securities by The Cayre and Alexis Michas Foundation Corp. of an aggregate of 250 shares of common stock to a charitable organization. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. F2 · balance_after: Securities held in a charitable foundation that was established for the sole purpose of making charitable contributions. The directors of the foundation are the reporting person, his spouse and their adult children. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 21:39 UTC | AstroNova, Inc. ALOT · Entity 9547 | GrantCommon Stock | 1,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018069 · form4.xml · nonDerivative · entry 1 MICHAS ALEXIS P · CIK 0001044005 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,751 F1 · shares: Restricted stock award made to the reporting person pursuant to the Amended and Restated Non-Employee Director Annual Compensation Program. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 20:05 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 14,985 | $4.79 | $71,778.15 |
DisclosureSEC source: 0001214659-23-011365 · marketforms-62230.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,833,857 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.75 to $4.80, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. F7 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,133,576 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:05 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 50,037 | $4.56 | $228,168.72 |
DisclosureSEC source: 0001214659-23-011365 · marketforms-62230.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,818,872 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.49 to $4.69, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. F6 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,118,591 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 20:05 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 111,848 | $4.47 | $499,960.56 |
DisclosureSEC source: 0001214659-23-011365 · marketforms-62230.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,768,835 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.23 to $4.57, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,068,554 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | OtherCommon Stock, no par value per share | 144,963 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019056-23-000274 · ownership.xml · nonDerivative · entry 4 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · John A. Bartholdson Disclosed balance after: 193,965 F5 · kind: Shares distributed for no consideration to Mr. Bartholdson. See footnote 3 above. F5 · price: Shares distributed for no consideration to Mr. Bartholdson. See footnote 3 above. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | OtherCommon Stock, no par value per share | 289,916 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019056-23-000274 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 306,309 F4 · kind: Shares distributed for no consideration to Mr. Michas. See footnote 3 above. F4 · price: Shares distributed for no consideration to Mr. Michas. See footnote 3 above. 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.