organization · Reporting owner
Juniper Investment Company, LLC
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bioventus Inc.BVS · Entity 4996 | 10% owner | August 10, 2023 | August 15, 2023 |
| LINCOLN EDUCATIONAL SERVICES CORPLINC · Entity 5139 | Affiliate | June 11, 2026 | June 15, 2026 |
| Orthofix Medical Inc.OFIX · Entity 1975 | 10% owner | September 18, 2026 | September 23, 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.
Bioventus Inc.
Report date August 10, 2023 · Filed August 15, 2023
Jointly reported with Bartholdson John A., MICHAS ALEXIS P
| 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 June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par value per shareSEC Table I · non-derivative | IndirectJuniper Targeted Opportunity Fund, L.P. | 1,781,778 |
Reported balance
After 2026-06-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-11 · Sale · Disposed 11,812 · Balance 1,781,778 F1: Represents the weighted average per share price with a range from $47.6500 and $48.1800. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2: Represents 1,732,966 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Issuer, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest therein. |
| Common Stock, no par value per shareSEC Table I · non-derivative | IndirectJuniper Targeted Opportunity Fund, L.P. | 1,732,966 |
Reported balance
After 2026-06-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-06-12 · Sale · Disposed 37,000 · Balance 1,732,966 F3: Represents the weighted average per share price with a range from $46.2200 and $48.0300. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2: Represents 1,732,966 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Issuer, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average per share price with a range from $47.6500 and $48.1800. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
F2: Represents 1,732,966 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Issuer, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest therein.
F3: Represents the weighted average per share price with a range from $46.2200 and $48.0300. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
Orthofix Medical Inc.
Report date September 18, 2026 · Filed September 23, 2026 · Amendment
Jointly reported with Bartholdson John A., MICHAS ALEXIS P
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.
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 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 |
| June 12, 2026 Filed Jun 15, 2026 20:07 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 37,000 | $46.88 | $1,734,711.70 |
DisclosureSEC source: 0001019056-26-000106 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · Affiliate 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 1,732,966 F3 · price: Represents the weighted average per share price with a range from $46.2200 and $48.0300. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: Represents 1,732,966 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Issuer, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 20:07 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 11,812 | $47.87 | $565,389.65 |
DisclosureSEC source: 0001019056-26-000106 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · Affiliate 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 1,781,778 F1 · price: Represents the weighted average per share price with a range from $47.6500 and $48.1800. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: Represents 1,732,966 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Issuer, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 04, 2026 Filed Jun 5, 2026 19:14 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 25,208 | $51.13 | $1,288,950.58 |
DisclosureSEC source: 0001019056-26-000104 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · Affiliate 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 1,781,778 F3 · price: Represents the weighted average per share price with a range from $50.6000 and $51.2900. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: Represents 1,781,778 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Issuer, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 03, 2026 Filed Jun 5, 2026 19:14 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 81,504 | $50.10 | $4,083,383.00 |
DisclosureSEC source: 0001019056-26-000104 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · Affiliate 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 1,806,986 F1 · price: Represents the weighted average per share price with a range from $50.0400 and $50.3093. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: Represents 1,781,778 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Issuer, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his 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 15, 2026 Filed May 18, 2026 21:35 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 1,985 | $50.11 | $99,468.35 |
DisclosureSEC source: 0001019056-26-000102 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · Affiliate 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: Not disclosed F2 · ownership.nature: Represents 1,888,490 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Issuer, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| May 14, 2026 Filed May 18, 2026 21:35 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 47,836 | $51.16 | $2,447,265.84 |
DisclosureSEC source: 0001019056-26-000102 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · Affiliate 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: Not disclosed F1 · price: Represents the weighted average per share price with a range from $51.00 and $51.64. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: Represents 1,888,490 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Issuer, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 18:33 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 275,000 | $34.55 | $9,500,645.00 |
DisclosureSEC source: 0001019056-26-000054 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · Affiliate 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 2,088,311 F1 · price: Represents the weighted average per share price with a range from $34.2900 and $35.2100. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: Represents 2,088,311 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. Mr. Bartholdson and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest herein. Read SEC document |
| February 25, 2026 Filed Mar 3, 2026 14:59 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 150,000 | $35.67 | $5,350,500.00 |
DisclosureSEC source: 0001019056-26-000061 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · Affiliate 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 1,938,311 F1 · price: Represents the weighted average per share price with a range from $35.55 and $35.87. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: Represents 1,938,311 shares held by Juniper Targeted Opportunity Fund, L.P. (the "Juniper Fund"), of which Juniper Investment Company, LLC ("Juniper Investment") serves as the investment advisor. John A. Bartholdson, the Chairman of the Board of the Reporting Person, and another individual serve as the managing members of Juniper Investment. As a result, Mr. Bartholdson shares voting and dispositive power over such shares with the Juniper Fund, Juniper Investment and the other individual. Mr. Bartholdson disclaims beneficial ownership of such shares reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 00:17 UTC Amendment | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 36,560 | $14.82 | $541,720.49 |
DisclosureSEC source: 0001019056-25-000154 · ownership.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 0 F1 · price: Represents the weighted average per share price with a range from $14.6900 and $14.9500. 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 Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:06 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 36,350 | $14.82 | $538,608.86 |
DisclosureSEC source: 0001019056-25-000150 · ownership.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 0 F1 · price: Represents the weighted average per share price with a range from $14.6900 and $14.9500. 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 Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 12, 2025 Filed Mar 12, 2025 21:21 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 33,019 | $15.47 | $510,902.99 |
DisclosureSEC source: 0001019056-25-000143 · ownership.xml · nonDerivative · entry 3 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 36,560 F3 · price: Represents the weighted average per share price with a range from $15.2500 and $15.6200. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 21:21 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 60,943 | $15.61 | $951,350.70 |
DisclosureSEC source: 0001019056-25-000143 · ownership.xml · nonDerivative · entry 2 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 69,579 F2 · price: Represents the weighted average per share price with a range from $15.5000 and $15.7100. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:21 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 19,478 | $15.52 | $302,279.08 |
DisclosureSEC source: 0001019056-25-000143 · ownership.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 130,522 F1 · price: Represents the weighted average per share price with a range from $15.4500 and $15.6200. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:22 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 51,506 | $18.50 | $952,861.00 |
DisclosureSEC source: 0001019056-25-000115 · ownership.xml · nonDerivative · entry 2 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · Director · Chairman Juniper Targeted Opportunities, LP · CIK 0001680619 · Director · Chairman Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 150,000 F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:22 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 224,038 | $18.09 | $4,053,273.09 |
DisclosureSEC source: 0001019056-25-000115 · ownership.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · Director · Chairman Juniper Targeted Opportunities, LP · CIK 0001680619 · Director · Chairman Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 201,506 F1 · price: Represents the weighted average per share price with a range from $18.0000 and $18.3000. 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 Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| December 09, 2024 Filed Dec 9, 2024 22:17 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 61,289 | $16.19 | $991,980.85 |
DisclosureSEC source: 0001019056-24-000347 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 425,544 F3 · price: Represents the weighted average per share price with a range from $16.0600 and $16.7700. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 22:17 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 60,000 | $16.13 | $967,848.00 |
DisclosureSEC source: 0001019056-24-000347 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 486,833 F2 · price: Represents the weighted average per share price with a range from $16.0400 and $16.2450. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 22:17 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 15,827 | $16.12 | $255,135.99 |
DisclosureSEC source: 0001019056-24-000347 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 546,833 F1 · price: Represents the weighted average per share price with a range from $16.1000 and $16.1600. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| December 04, 2024 Filed Dec 4, 2024 21:50 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 37,034 | $16.17 | $598,732.38 |
DisclosureSEC source: 0001019056-24-000340 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 562,660 F3 · price: Represents the weighted average per share price with a range from $16.1200 and $16.3000. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 21:50 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 1,184 | $16.45 | $19,479.40 |
DisclosureSEC source: 0001019056-24-000340 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 599,694 F2 · price: Represents the weighted average per share price with a range from $16.2500 and $16.5100. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:50 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 4,127 | $16.51 | $68,144.20 |
DisclosureSEC source: 0001019056-24-000340 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 600,878 F1 · price: Represents the weighted average per share price with a range from $16.5000 and $16.5300. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 22:21 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 60,000 | $16.62 | $997,062.00 |
DisclosureSEC source: 0001019056-24-000337 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 605,005 F3 · price: Represents the weighted average per share price with a range from $16.5000 and $16.7200. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 22:21 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 4,921 | $16.50 | $81,197.48 |
DisclosureSEC source: 0001019056-24-000337 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 665,005 F2 · price: Represents the weighted average per share price with a range from $16.5000 and $16.5050. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 22:21 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 34,997 | $16.52 | $578,178.44 |
DisclosureSEC source: 0001019056-24-000337 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 669,926 F1 · price: Represents the weighted average per share price with a range from $16.5000 and $16.5750. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| November 22, 2024 Filed Nov 22, 2024 21:46 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 25,376 | $16.16 | $410,099.00 |
DisclosureSEC source: 0001019056-24-000335 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 704,923 F3 · price: Represents the weighted average per share price with a range from $16.1500 and $16.2100. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 21:46 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 128,700 | $15.56 | $2,002,752.18 |
DisclosureSEC source: 0001019056-24-000335 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 730,299 F2 · price: Represents the weighted average per share price with a range from $15.5000 and $15.7650. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:46 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 8,018 | $15.50 | $124,286.22 |
DisclosureSEC source: 0001019056-24-000335 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 858,999 F1 · price: Represents the weighted average per share price with a range from $15.5000 and $15.5250. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 22:14 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 7,123 | $16.86 | $120,104.46 |
DisclosureSEC source: 0001019056-24-000328 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 867,017 F1 · price: Represents the weighted average per share price with a range from $16.8000 and $16.9400. 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 Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 19, 2024 Filed Aug 19, 2024 21:45 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 2,270 | $12.04 | $27,339.65 |
DisclosureSEC source: 0001019056-24-000248 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 874,140 F5 · price: Represents the weighted average per share price with a range from $12.000 and $12.075. 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 Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 21:45 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 19,611 | $12.02 | $235,686.96 |
DisclosureSEC source: 0001019056-24-000248 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 876,410 F4 · price: Represents the weighted average per share price with a range from $12.000 and $12.140. 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 Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 21:45 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 39,916 | $12.04 | $480,656.50 |
DisclosureSEC source: 0001019056-24-000248 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 896,021 F1 · price: Represents the weighted average per share price with a range from $12.000 and $12.120. 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 Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 14, 2024 Filed Aug 14, 2024 21:30 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 17,031 | $12.01 | $204,525.28 |
DisclosureSEC source: 0001019056-24-000246 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 935,937 F4 · price: Represents the weighted average per share price with a range from $12.000 and $12.085. 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 Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 13, 2024 Filed Aug 14, 2024 21:30 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 1,348 | $12.00 | $16,176.00 |
DisclosureSEC source: 0001019056-24-000246 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 952,968 F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 21:30 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 1,907 | $12.00 | $22,887.81 |
DisclosureSEC source: 0001019056-24-000246 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 954,316 F1 · price: Represents the weighted average per share price with a range from $12.000 and $12.010. 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 Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 9 | $11.82 | $106.34 |
DisclosureSEC source: 0001019056-24-000187 · ownership.xml · nonDerivative · entry 20 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,299 Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 233 | $11.81 | $2,751.73 |
DisclosureSEC source: 0001019056-24-000187 · ownership.xml · nonDerivative · entry 19 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,308 Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 4,300 | $11.80 | $50,740.00 |
DisclosureSEC source: 0001019056-24-000187 · ownership.xml · nonDerivative · entry 18 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,541 Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 300 | $11.80 | $3,539.25 |
DisclosureSEC source: 0001019056-24-000187 · ownership.xml · nonDerivative · entry 17 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,841 Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 2,200 | $11.80 | $25,949.00 |
DisclosureSEC source: 0001019056-24-000187 · ownership.xml · nonDerivative · entry 16 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,141 Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 2,934 | $11.79 | $34,591.86 |
DisclosureSEC source: 0001019056-24-000187 · ownership.xml · nonDerivative · entry 15 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,341 Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 200 | $11.79 | $2,357.00 |
DisclosureSEC source: 0001019056-24-000187 · ownership.xml · nonDerivative · entry 14 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,275 Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 3,413 | $11.78 | $40,205.14 |
DisclosureSEC source: 0001019056-24-000187 · ownership.xml · nonDerivative · entry 13 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,475 Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 2,800 | $11.77 | $32,956.00 |
DisclosureSEC source: 0001019056-24-000187 · ownership.xml · nonDerivative · entry 12 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,888 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.