Schallenberger Mark A.

SEC source: 0001960742-26-000002 · primary_doc.xml · nonDerivative · entry 2

Schallenberger Mark A. · CIK 0001960742 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,106,087

F3 · kind: These shares were withheld by the Issuer to pay tax withholding obligations upon vesting and settlement of restricted stock unit awards.

F3 · shares: These shares were withheld by the Issuer to pay tax withholding obligations upon vesting and settlement of restricted stock unit awards.

F2 · balance_after: Includes an aggregate of 944,758 shares issuable upon vesting and settlement of restricted stock unit (RSU) awards or DSU awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and 22,250 shares issuable upon vesting and settlement of RSU awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2018 Equity Incentive Plan, in each case conditioned upon the Reporting Person remaining an employee of Xtant through the applicable vesting dates.

SEC source: 0001960742-26-000002 · primary_doc.xml · nonDerivative · entry 1

Schallenberger Mark A. · CIK 0001960742 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,113,157

F1 · shares: These shares will vest with respect to 112,500 shares on each of August 15, 2027, August 15, 2028, August 15, 2029, and August 15, 2030 pursuant to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of Xtant through the applicable vesting date. The settlement of the vested shares underlying the DSU award has been deferred and will occur at a later date pursuant to the terms of the DSU award agreement. Each DSU represents a contingent right to receive one share of the Issuer's common stock.

F2 · balance_after: Includes an aggregate of 944,758 shares issuable upon vesting and settlement of restricted stock unit (RSU) awards or DSU awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and 22,250 shares issuable upon vesting and settlement of RSU awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2018 Equity Incentive Plan, in each case conditioned upon the Reporting Person remaining an employee of Xtant through the applicable vesting dates.

SEC source: 0001960742-26-000001 · primary_doc.xml · nonDerivative · entry 1

Schallenberger Mark A. · CIK 0001960742 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 663,157

F1 · kind: These shares were withheld by the Issuer to pay tax withholding obligations upon vesting and settlement of restricted stock unit awards.

F1 · shares: These shares were withheld by the Issuer to pay tax withholding obligations upon vesting and settlement of restricted stock unit awards.

F2 · balance_after: Includes an aggregate of 523,794 shares issuable upon vesting and settlement of restricted stock unit (RSU) awards or DSU awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and 22,250 shares issuable upon vesting and settlement of RSU awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2018 Equity Incentive Plan, in each case conditioned upon the Reporting Person remaining an employee of Xtant through the applicable vesting dates.

SEC source: 0001960742-25-000003 · primary_doc.xml · derivative · entry 2

Schallenberger Mark A. · CIK 0001960742 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 584,506

Underlying: Common Stock · 584,506 shares

Expires 2028-11-15

F3 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's common stock. The PSUs will vest and become earned in one-third increments based on the achievement of specified stock price performance goals during a three-year performance period and subject to additional service-based vesting conditions.

F4 · shares: Represents the maximum number of shares that may be issued pursuant to the PSUs, which is 200% of the target number of shares (292,253).

F3 · derivative.exercise_date: Each PSU represents a contingent right to receive one share of the Issuer's common stock. The PSUs will vest and become earned in one-third increments based on the achievement of specified stock price performance goals during a three-year performance period and subject to additional service-based vesting conditions.

F4 · derivative.underlying_shares: Represents the maximum number of shares that may be issued pursuant to the PSUs, which is 200% of the target number of shares (292,253).

F4 · balance_after: Represents the maximum number of shares that may be issued pursuant to the PSUs, which is 200% of the target number of shares (292,253).

SEC source: 0001960742-25-000003 · primary_doc.xml · nonDerivative · entry 1

Schallenberger Mark A. · CIK 0001960742 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 670,866

F1 · shares: These shares will vest with respect to 73,063 shares on each of November 15, 2026, November 15, 2027, and November 15, 2028, and with respect to 73,064 shares on November 5, 2029 pursuant to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of Xtant through the applicable vesting date. The settlement of the vested shares underlying the DSU award has been deferred and will occur at a later date pursuant to the terms of the DSU award agreement. Each DSU represents a contingent right to receive one share of the Issuer's common stock.

F2 · balance_after: Includes an aggregate of 523,794 shares issuable upon vesting and settlement of restricted stock unit (RSU) awards or DSU awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and 44,500 shares issuable upon vesting and settlement of RSU awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2018 Equity Incentive Plan, in each case conditioned upon the Reporting Person remaining an employee of Xtant through the applicable vesting dates.

SEC source: 0001235802-24-000028 · primary_doc.xml · nonDerivative · entry 1

Schallenberger Mark A. · CIK 0001960742 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 382,695

F1 · shares: These shares will vest and be issued with respect to 44,388 shares on each of April 3, 2025, April 3, 2026, and April 3, 2027 and with respect to 44,387 shares on April 3, 2028 pursuant to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of Xtant through the vesting date.

F2 · balance_after: Includes an aggregate of 293,695 shares issuable upon vesting and settlement of restricted stock unit awards or deferred stock unit awards granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan and 66,750 shares issuable upon vesting and settlement of restricted stock unit awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2018 Equity Incentive Plan, in each case conditioned upon the Reporting Person remaining an employee of Xtant through the applicable vesting dates.

SEC source: 0001235802-25-000007 · primary_doc.xml · nonDerivative · entry 1

Schallenberger Mark A. · CIK 0001960742 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378,613

F1 · shares: The purpose of this Form 4 amendment (this "Form 4/A") is to adjust the number of shares issuable upon vesting and settlement of a deferred stock unit award granted on April 3, 2024. In addition, the adjustment has been made to the reporting person's vesting schedule in footnote (2) and the outstanding equity awards, including the number of deferred stock units as reflected on this Form 4/A and described in footnote (3) to this Form 4/A.

F2 · shares: These shares will vest and be issued with respect to 43,367 shares on each of April 3, 2025, April 3, 2026, and April 3, 2027 and with respect to 43,368 shares on April 3, 2028 pursuant to a deferred stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of Xtant through the applicable vesting date. The settlement of the vested shares, however, will occur at a later date pursuant to the terms of the award agreement.

F3 · balance_after: Includes an aggregate of 289,613 shares issuable upon vesting and settlement of restricted stock unit awards or deferred stock unit awards granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan and 66,750 shares issuable upon vesting and settlement of restricted stock unit awards granted under the Xtant Medical Holdings, Inc. Amended and Restated 2018 Equity Incentive Plan, in each case conditioned upon the Reporting Person remaining an employee of Xtant through the applicable vesting dates.

SEC source: 0001235802-23-000098 · primary_doc.xml · derivative · entry 2

Schallenberger Mark A. · CIK 0001960742 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,501

Underlying: Common Stock · 135,501 shares

Expires 2033-08-15

F3 · derivative.exercise_date: This option vests with respect to 33,875 shares on August 15, 2024 and with respect to the remaining 75% of such shares over the three-year period thereafter in 12 as nearly equal as possible quarterly installments, conditioned upon the Reporting Person remaining an employee of Xtant through the vesting date.

SEC source: 0001235802-23-000098 · primary_doc.xml · nonDerivative · entry 1

Schallenberger Mark A. · CIK 0001960742 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205,144

F1 · shares: These shares will vest and be issued with respect to 29,036 shares on each of August 15, 2024, August 15, 2025, August 15, 2026 and August 15, 2027 pursuant to a restricted stock unit granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of Xtant through the vesting date.

F2 · balance_after: Includes 116,144 shares to be issued upon vesting pursuant to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan and 89,000 shares to be issued upon vesting pursuant to a restricted stock award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2018 Equity Incentive Plan, all conditioned upon the Reporting Person remaining an employee of Xtant through the vesting dates.

SEC source: 0001235802-23-000027 · primary_doc.xml · derivative · entry 2

Schallenberger Mark A. · CIK 0001960742 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,000

Underlying: Common Stock · 105,000 shares

Expires 2033-02-15

F2 · derivative.exercise_date: This option vests with respect to 26,250 shares on February 15, 2024 and with respect to the remaining 75% of such shares over the three-year period thereafter in 12 as nearly equal as possible quarterly installments, conditioned upon the Reporting Person remaining an employee of Xtant through the vesting date.

SEC source: 0001235802-23-000027 · primary_doc.xml · nonDerivative · entry 1

Schallenberger Mark A. · CIK 0001960742 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,000

F1 · shares: These shares will vest and be issued with respect to 22,250 shares on each of February 15, 2024, February 15, 2025, February 15, 2026 and February 15, 2027 pursuant to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. Second Amended and Restated 2018 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of Xtant through the vesting date.

F1 · balance_after: These shares will vest and be issued with respect to 22,250 shares on each of February 15, 2024, February 15, 2025, February 15, 2026 and February 15, 2027 pursuant to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. Second Amended and Restated 2018 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of Xtant through the vesting date.