Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xtant Medical Holdings, Inc.XTNT · Entity 7196 | Director | August 15, 2026 | August 18, 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.
Xtant Medical Holdings, Inc.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 733,136 |
Reported balance
After 2026-08-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-15 · Grant · Acquired 215,517 · Balance 733,136 F1: These shares are subject to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and will vest on August 15, 2027, conditioned upon the Reporting Person remaining a director of Xtant through the 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: Includes 681,087 shares issuable upon settlement of DSUs granted under the Xtant Medial Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the respective vesting date. |
| Common StockSEC Table I · non-derivative | IndirectThe Platinum Legacy Trust, dated February 24, 2017, Jonn R. Beeson, Trustee | 1,015,272 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,015,272 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are subject to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and will vest on August 15, 2027, conditioned upon the Reporting Person remaining a director of Xtant through the 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: Includes 681,087 shares issuable upon settlement of DSUs granted under the Xtant Medial Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the respective vesting date.
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 |
|---|---|---|---|---|---|---|
| August 15, 2026 Filed Aug 18, 2026 22:21 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 215,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001975134-26-000001 · primary_doc.xml · nonDerivative · entry 1 Beeson Jonn R. · CIK 0001975134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 733,136 F1 · shares: These shares are subject to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and will vest on August 15, 2027, conditioned upon the Reporting Person remaining a director of Xtant through the 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 681,087 shares issuable upon settlement of DSUs granted under the Xtant Medial Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the respective vesting date. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 22:24 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 158,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001975134-25-000003 · primary_doc.xml · nonDerivative · entry 1 Beeson Jonn R. · CIK 0001975134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 517,619 F1 · shares: These shares are subject to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and will vest on November 15, 2026, conditioned upon the Reporting Person remaining a director of Xtant through the 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 465,570 shares issuable upon settlement of deferred stock units granted under the Xtant Medial Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the respective vesting dates. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:40 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 162,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001235802-24-000068 · primary_doc.xml · nonDerivative · entry 1 Beeson Jonn R. · CIK 0001975134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,391 F1 · shares: These shares are subject to a deferred stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, and vest on August 15, 2025, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. F2 · balance_after: Includes 307,342 shares issuable upon settlement of deferred stock units granted under the Xtant Medial Holdings, Inc. 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the respective vesting dates. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:18 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantStock Option (right to buy) · Derivative | 28,230 | $0.00 Strike: $1.20 | $0.00 |
DisclosureSEC source: 0001235802-23-000091 · primary_doc.xml · derivative · entry 3 Beeson Jonn R. · CIK 0001975134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,230 Underlying: Common Stock · 28,230 shares Expires 2033-08-15 F3 · derivative.exercise_date: This option vests on August 15, 2024, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:18 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 145,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001235802-23-000091 · primary_doc.xml · nonDerivative · entry 1 Beeson Jonn R. · CIK 0001975134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,229 F1 · shares: These shares are subject to a deferred stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, and vest on August 15, 2024, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. F2 · balance_after: Includes 145,180 shares issuable upon settlement of deferred stock units granted under the Xtant Medial Holdings, Inc. 2023 Equity Incentive Plan and 52,049 shares to be issued upon vesting pursuant to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2018 Equity Incentive Plan, all conditioned upon the Reporting Person remaining a director of Xtant through the vesting dates. Read SEC document |
| May 15, 2023 Filed May 16, 2023 21:02 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 52,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001235802-23-000054 · primary_doc.xml · nonDerivative · entry 1 Beeson Jonn R. · CIK 0001975134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,049 F1 · shares: These shares are subject to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. Second Amended and Restated 2018 Equity Incentive Plan, (as amended from time to time), and vest and become issuable on May 15, 2024, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. F1 · balance_after: These shares are subject to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. Second Amended and Restated 2018 Equity Incentive Plan, (as amended from time to time), and vest and become issuable on May 15, 2024, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. 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.