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 | 373,745 |
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 373,745 F1: These shares are subject to a restricted stock unit (RSU) 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. Each RSU represents a contingent right to receive one share of the Issuer's common stock. F2: Includes 373,745 shares issuable upon vesting of RSUs 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are subject to a restricted stock unit (RSU) 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. Each RSU represents a contingent right to receive one share of the Issuer's common stock.
F2: Includes 373,745 shares issuable upon vesting of RSUs 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SeaSpine Holdings Corp
Report date January 05, 2023 · Filed January 10, 2023
Section 16 reporting ended · disclosed 2023-01-10. 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 2023-01-05 transaction · row 1
1 source rowRow 1 · 2023-01-05 · Disposition to issuer · Disposed 131,284 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger by and among the issuer, SeaSpine Holdings Corporation, which became effective on January 5, 2023, in exchange for 54,653 Orthofix MedicalInc. ("Orthofix") ordinary shares having a market value of $22.76 per share at the effective time of the merger. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-05 · Disposition to issuer · Disposed 12,970 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F4: These restricted stock units were assumed by Orthofix in the merger and replaced by 5,399 Orthofix restricted stock units. F3: The restricted stock units vest in three equal installments on each of January 28, 2022, 2023 and 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-05 · Disposition to issuer · Disposed 33,977 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F6: These restricted stock units were assumed by Orthofix in the merger and replaced by 14,144 Orthofix restricted stock units. F5: The restricted stock units vest in three equal installments on each of February 28, 2023, 2024 and 2025. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.68 · Expires 2025-08-01 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-05 · Disposition to issuer · Disposed 60,000 · Balance 0 F8: This option was assumed by Orthofix in the merger and replaced with an option to purchase 24,978 shares of Orthofix at a price of $37.67 per share. F7: The option vests as to 25% of the underlying shares on August 1, 2016 and the remaining 75% vests in twelve substantially equal quarterly installments thereafter. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.19 · Expires 2024-01-27 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-01-05 · Disposition to issuer · Disposed 64,599 · Balance 0 F10: This option was assumed by Orthofix in the merger and replaced with an option to purchase 26,892 shares of Orthofix at a price of $34.09 per share. F9: The option vests as to 12.5% of the underlying shares on August 1, 2016, 6.25% on September 30, 2016 and the remaining 81.25% vests in thirteen substantially equal quarterly installments thereafter. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.24 · Expires 2027-01-01 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-01-05 · Disposition to issuer · Disposed 35,636 · Balance 0 F12: This option was assumed by Orthofix in the merger and replaced with an option to purchase 14,835 shares of Orthofix at a price of $43.82 per share. F11: The option vests as to 25% of the underlying shares on January 1, 2020 and the remaining 75% in twelve substantially equal quarterly installments thereafter. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.01 · Expires 2028-01-01 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-01-05 · Disposition to issuer · Disposed 27,873 · Balance 0 F14: This option was assumed by Orthofix in the merger and replaced with an option to purchase 11,603 shares of Orthofix at a price of $28.85 per share. F13: The option vests as to 25% of the underlying shares on January 1, 2021 and the remaining 75% in twelve substantially equal quarterly installments thereafter. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.93 · Expires 2028-04-23 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-01-05 · Disposition to issuer · Disposed 6,089 · Balance 0 F16: This option was assumed by Orthofix in the merger and replaced with an option to purchase 2,534 shares of Orthofix at a price of $23.86 per share. F15: The option fully vested and became exercisable on June 21, 2020. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.86 · Expires 2029-01-28 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-01-05 · Disposition to issuer · Disposed 16,196 · Balance 0 F18: This option was assumed by Orthofix in the merger and replaced with an option to purchase 6,742 shares of Orthofix at a price of $40.50 per share. F17: The option vests as to 25% of the underlying shares on January 28, 2022 and the remaining 75% in twelve substantially equal quarterly installments thereafter. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.00 · Expires 2030-02-28 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-01-05 · Disposition to issuer · Disposed 21,236 · Balance 0 F20: This option was assumed by Orthofix in the merger and replaced with an option to purchase 8,840 shares of Orthofix at a price of $36.04 per share. F19: The option vests as to 25% of the underlying shares on February 28, 2023 and the remaining 75% in twelve substantially equal quarterly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger by and among the issuer, SeaSpine Holdings Corporation, which became effective on January 5, 2023, in exchange for 54,653 Orthofix MedicalInc. ("Orthofix") ordinary shares having a market value of $22.76 per share at the effective time of the merger.
F2: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.
F3: The restricted stock units vest in three equal installments on each of January 28, 2022, 2023 and 2024.
F4: These restricted stock units were assumed by Orthofix in the merger and replaced by 5,399 Orthofix restricted stock units.
F5: The restricted stock units vest in three equal installments on each of February 28, 2023, 2024 and 2025.
F6: These restricted stock units were assumed by Orthofix in the merger and replaced by 14,144 Orthofix restricted stock units.
F7: The option vests as to 25% of the underlying shares on August 1, 2016 and the remaining 75% vests in twelve substantially equal quarterly installments thereafter.
F8: This option was assumed by Orthofix in the merger and replaced with an option to purchase 24,978 shares of Orthofix at a price of $37.67 per share.
F9: The option vests as to 12.5% of the underlying shares on August 1, 2016, 6.25% on September 30, 2016 and the remaining 81.25% vests in thirteen substantially equal quarterly installments thereafter.
F10: This option was assumed by Orthofix in the merger and replaced with an option to purchase 26,892 shares of Orthofix at a price of $34.09 per share.
F11: The option vests as to 25% of the underlying shares on January 1, 2020 and the remaining 75% in twelve substantially equal quarterly installments thereafter.
F12: This option was assumed by Orthofix in the merger and replaced with an option to purchase 14,835 shares of Orthofix at a price of $43.82 per share.
F13: The option vests as to 25% of the underlying shares on January 1, 2021 and the remaining 75% in twelve substantially equal quarterly installments thereafter.
F14: This option was assumed by Orthofix in the merger and replaced with an option to purchase 11,603 shares of Orthofix at a price of $28.85 per share.
F15: The option fully vested and became exercisable on June 21, 2020.
F16: This option was assumed by Orthofix in the merger and replaced with an option to purchase 2,534 shares of Orthofix at a price of $23.86 per share.
F17: The option vests as to 25% of the underlying shares on January 28, 2022 and the remaining 75% in twelve substantially equal quarterly installments thereafter.
F18: This option was assumed by Orthofix in the merger and replaced with an option to purchase 6,742 shares of Orthofix at a price of $40.50 per share.
F19: The option vests as to 25% of the underlying shares on February 28, 2023 and the remaining 75% in twelve substantially equal quarterly installments thereafter.
F20: This option was assumed by Orthofix in the merger and replaced with an option to purchase 8,840 shares of Orthofix at a price of $36.04 per share.
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 |
|---|---|---|---|---|---|---|
| January 01, 2019 Filed Jan 3, 2019 21:58 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | GrantEmployee Stock Option (Right to Buy) · Derivative | 35,636 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001637761-19-000012 · wf-form4_154655267705658.xml · derivative · entry 8 Lipschultz Tyler · CIK 0001509284 · SVP, Orthobiologics and BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,636 Underlying: Common Stock · 35,636 shares Expires 2027-01-01 F8 · derivative.exercise_date: The option vests as to 25% of the underlying shares on January 1, 2020 and the remaining 75% in twelve substantially equal quarterly installments thereafter. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:58 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | GrantRestricted Stock Units · Derivative | 10,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001637761-19-000012 · wf-form4_154655267705658.xml · derivative · entry 7 Lipschultz Tyler · CIK 0001509284 · SVP, Orthobiologics and BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,691 Underlying: Common Stock · 10,691 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F7 · derivative.exercise_date: The restricted stock units vest in three equal installments on each of January 1, 2020, 2021 and 2022. F7 · derivative.expiration_date: The restricted stock units vest in three equal installments on each of January 1, 2020, 2021 and 2022. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:58 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | Exercise / conversionRestricted Stock Units · Derivative | 12,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001637761-19-000012 · wf-form4_154655267705658.xml · derivative · entry 6 Lipschultz Tyler · CIK 0001509284 · SVP, Orthobiologics and BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,101 Underlying: Common Stock · 12,550 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F6 · derivative.exercise_date: The reporting person was granted 37,651 restricted stock units on March 5, 2018, which vest in three equal installments on each of January 1, 2019, 2020 and 2021. F6 · derivative.expiration_date: The reporting person was granted 37,651 restricted stock units on March 5, 2018, which vest in three equal installments on each of January 1, 2019, 2020 and 2021. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:58 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | Exercise / conversionRestricted Stock Units · Derivative | 15,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001637761-19-000012 · wf-form4_154655267705658.xml · derivative · entry 5 Lipschultz Tyler · CIK 0001509284 · SVP, Orthobiologics and BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,574 Underlying: Common Stock · 15,573 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F5 · derivative.exercise_date: The reporting person was granted 46,720 restricted stock units on February 7, 2017, which vest in three equal installments on each of January 1, 2018, 2019 and 2020. F5 · derivative.expiration_date: The reporting person was granted 46,720 restricted stock units on February 7, 2017, which vest in three equal installments on each of January 1, 2018, 2019 and 2020. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:58 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | Tax withholdingCommon Stock | 4,661 | $18.24 | $85,016.64 |
DisclosureSEC source: 0001637761-19-000012 · wf-form4_154655267705658.xml · nonDerivative · entry 4 Lipschultz Tyler · CIK 0001509284 · SVP, Orthobiologics and BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,973 F4 · shares: These shares were withheld by the issuer to satisfy statutory tax withholding requirements on vesting of restricted stock units that occurred on January 1, 2019. No shares were sold in connection with this transaction. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:58 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | Exercise / conversionCommon Stock | 12,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001637761-19-000012 · wf-form4_154655267705658.xml · nonDerivative · entry 3 Lipschultz Tyler · CIK 0001509284 · SVP, Orthobiologics and BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,634 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:58 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | Exercise / conversionCommon Stock | 15,573 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001637761-19-000012 · wf-form4_154655267705658.xml · nonDerivative · entry 2 Lipschultz Tyler · CIK 0001509284 · SVP, Orthobiologics and BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,084 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:58 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | OtherCommon Stock | 1,046 | $6.43 | $6,721.60 |
DisclosureSEC source: 0001637761-19-000012 · wf-form4_154655267705658.xml · nonDerivative · entry 1 Lipschultz Tyler · CIK 0001509284 · SVP, Orthobiologics and BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,511 F1 · kind: These shares were acquired under the issuer's 2015 Employee Stock Purchase Plan (ESPP) in transactions that were exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 3, 2017, which was the first trading day of the applicable offering period. Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 22:15 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | OtherCommon Stock | 2,261 | $6.43 | $14,529.19 |
DisclosureSEC source: 0001637761-18-000108 · wf-form4_153031054183813.xml · nonDerivative · entry 1 Lipschultz Tyler · CIK 0001509284 · SVP, Orthobiologics and BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,465 F1 · kind: These shares were acquired under the issuer's 2015 Employee Stock Purchase Plan (the "ESPP") in a transaction that was exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 3, 2017, which was the first trading day of the applicable offering period. 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.