TapewireFind a company

organization · Reporting owner

Juniper Investment Company, LLC

Disclosed activity across 3 companies

Tapewire entity
22535
SEC CIK
0001794034

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Bioventus Inc.BVS · Entity 499610% ownerAugust 10, 2023August 15, 2023
LINCOLN EDUCATIONAL SERVICES CORPLINC · Entity 5139AffiliateJune 11, 2026June 15, 2026
Orthofix Medical Inc.OFIX · Entity 197510% ownerSeptember 18, 2026September 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes6,768,835 Reported balance After 2023-08-10 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 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-derivativeIndirectSee Footnotes6,818,872 Reported balance After 2023-08-11 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 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-derivativeIndirectSee Footnotes6,833,857 Reported balance After 2023-08-14 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 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-derivativeDirect7,576 Reported balance Holding disclosure · report date 2023-08-10 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, no par value per shareSEC Table I · non-derivativeIndirectJuniper 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 row

Row 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-derivativeIndirectJuniper 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 row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $0.10 par value per shareSEC Table I · non-derivativeIndirectBy: 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 rows

Row 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-derivativeIndirectBy: 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 row

Row 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-derivativeIndirectBy: 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 row

Row 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 API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 03, 2021 Filed Dec 6, 2021 21:01 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock, no par value per share 24,683 $7.19 $177,423.87
Disclosure

SEC source: 0001019056-21-000630 · ownership.xml · nonDerivative · entry 2

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 880,259

F3 · price: The reported price is a weighted average price. The shares were purchased on December 3, 2021 in multiple transactions on the open market at prices ranging from $7.10 to $7.19 by Juniper Fund. The Reporting Persons undertake to provide to 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 range set forth in this footnote.

F2 · ownership.nature: As the investment manager of Juniper Fund, Juniper may be deemed to beneficially own the securities held by the Juniper Fund. Juniper disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein.

Read SEC document
December 02, 2021 Filed Dec 6, 2021 21:01 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock, no par value per share 97,880 $7.22 $706,595.72
Disclosure

SEC source: 0001019056-21-000630 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 855,576

F1 · price: The reported price is a weighted average price. The shares were purchased on December 2, 2021 in multiple transactions on the open market at prices ranging from $7.18 to $7.22 by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"). Juniper Investment Company, LLC ("Juniper") serves as the investment manager of Juniper Fund. The Reporting Persons undertake to provide to 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 range set forth in this footnote.

F2 · ownership.nature: As the investment manager of Juniper Fund, Juniper may be deemed to beneficially own the securities held by the Juniper Fund. Juniper disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein.

Read SEC document
December 01, 2021 Filed Dec 2, 2021 21:01 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock, no par value per share 117,227 $7.15 $838,090.99
Disclosure

SEC source: 0001019056-21-000622 · ownership.xml · nonDerivative · entry 2

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 757,696

F3 · price: The reported price is a weighted average price. The shares were purchased on December 1, 2021 in multiple transactions on the open market at prices ranging from $7.095 to $7.24 by Juniper Fund. The Reporting Persons undertake to provide to 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 range set forth in this footnote.

F2 · ownership.nature: As the investment manager of Juniper Fund, Juniper may be deemed to beneficially own the securities held by the Juniper Fund. Juniper disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein.

Read SEC document
November 30, 2021 Filed Dec 2, 2021 21:01 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock, no par value per share 11,300 $7.02 $79,276.28
Disclosure

SEC source: 0001019056-21-000622 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 640,469

F1 · price: The reported price is a weighted average price. The shares were purchased on November 30, 2021 in multiple transactions on the open market at prices ranging from $6.945 to $7.07 by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"). Juniper Investment Company, LLC ("Juniper") serves as the investment manager of Juniper Fund. The Reporting Persons undertake to provide to 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 range set forth in this footnote.

F2 · ownership.nature: As the investment manager of Juniper Fund, Juniper may be deemed to beneficially own the securities held by the Juniper Fund. Juniper disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein.

Read SEC document
November 26, 2021 Filed Nov 30, 2021 21:01 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock, no par value per share 65,895 $6.90 $454,675.50
Disclosure

SEC source: 0001019056-21-000608 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 629,169

F1 · price: The reported price is a weighted average price. The shares were purchased on November 26, 2021 in multiple transactions on the open market at prices ranging from $6.67 to $7.15 by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"). Juniper Investment Company, LLC ("Juniper") serves as the investment manager of Juniper Fund. The Reporting Persons undertake to provide to 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 range set forth in this footnote.

F2 · ownership.nature: As the investment manager of Juniper Fund, Juniper may be deemed to beneficially own the securities held by the Juniper Fund. Juniper disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein.

Read SEC document
November 10, 2021 Filed Nov 12, 2021 14:00 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock, no par value per share 14,000 $7.29 $102,060.00
Disclosure

SEC source: 0001019056-21-000582 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Multi-Strategy Fund, L.P.

Disclosed balance after: 14,000

F1 · price: The reported price is a weighted average price. The shares were purchased on November 10, 2021 in multiple transactions on the open market at prices ranging from $7.20 to $7.30. The reporting person, Juniper Investment Company, LLC ("Juniper") undertakes to provide to 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 range set forth in this footnote.

F2 · ownership.nature: Juniper, the reporting person, serves as the investment manager of Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy Fund") and may be deemed to beneficially own the securities held by Juniper Multi-Strategy Fund. The reporting person disclaims beneficial ownership of all interests reported herein except to the extent of the reporting person's pecuniary interest therein.

Read SEC document
September 15, 2020 Filed Sep 16, 2020 20:03 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 SaleCommon Stock, no par value per share 12,230 $7.01 $85,732.30
Disclosure

SEC source: 0001019056-20-000499 · ownership.xml · nonDerivative · entry 2

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 563,274

F3 · price: The reported price is a weighted average price. The shares were sold on September 15, 2020 in multiple transactions at prices ranging from $7.07 to $7.00. The reporting person undertakes to provide to the Issuer or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Shares held by Juniper Targeted Opportunity Fund, L.P.

Read SEC document
September 14, 2020 Filed Sep 16, 2020 20:03 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 SaleCommon Stock, no par value per share 39,344 $6.89 $271,080.16
Disclosure

SEC source: 0001019056-20-000499 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 575,504

F2 · price: The reported price is a weighted average price. The shares were sold on September 14, 2020 in multiple transactions at prices ranging from $6.99 to $6.70. The reporting person undertakes to provide to the Issuer or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Shares held by Juniper Targeted Opportunity Fund, L.P.

Read SEC document
September 11, 2020 Filed Sep 12, 2020 01:51 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 SaleCommon Stock, no par value per share 29,591 $6.80 $201,218.80
Disclosure

SEC source: 0001019056-20-000497 · ownership.xml · nonDerivative · entry 3

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 614,848

F4 · shares: The reported price is a weighted average price. The shares were sold on September 11, 2020 in multiple transactions at prices ranging from $6.63 to $7.07. The reporting person undertakes to provide to the Issuer or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P.

Read SEC document
September 10, 2020 Filed Sep 12, 2020 01:51 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 SaleCommon Stock, no par value per share 7,929 $7.05 $55,899.45
Disclosure

SEC source: 0001019056-20-000497 · ownership.xml · nonDerivative · entry 2

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 644,439

F3 · shares: The reported price is a weighted average price. The shares were sold on September 10, 2020 in multiple transactions at prices ranging from $7.23 to $7.05. The reporting person undertakes to provide to the Issuer or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P.

Read SEC document
September 09, 2020 Filed Sep 12, 2020 01:51 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 SaleCommon Stock, no par value per share 25,082 $7.01 $175,824.82
Disclosure

SEC source: 0001019056-20-000497 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 652,368

F2 · shares: The reported price is a weighted average price. The shares were sold on September 9, 2020 in multiple transactions at prices ranging from $7.35 to $6.90. The reporting person undertakes to provide to the Issuer or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P.

Read SEC document
December 13, 2019 Filed Dec 13, 2019 22:55 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 8,052 $2.31 $18,600.12
Disclosure

SEC source: 0001019056-19-000668 · ownership.xml · nonDerivative · entry 4

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · John A. Bartholdson

Disclosed balance after: 8,052

F7 · ownership.nature: Represents securities held of record by John A. Bartholdson.

Read SEC document
December 13, 2019 Filed Dec 13, 2019 22:55 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 1,366 $2.14 $2,923.24
Disclosure

SEC source: 0001019056-19-000668 · ownership.xml · nonDerivative · entry 3

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 677,450

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 12, 2019 Filed Dec 13, 2019 22:55 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 73,600 $2.19 $161,184.00
Disclosure

SEC source: 0001019056-19-000668 · ownership.xml · nonDerivative · entry 2

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 676,084

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 11, 2019 Filed Dec 13, 2019 22:55 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 6,150 $2.20 $13,530.00
Disclosure

SEC source: 0001019056-19-000668 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 602,484

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 10, 2019 Filed Dec 11, 2019 00:12 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 119,806 $2.25 $269,563.50
Disclosure

SEC source: 0001019056-19-000664 · ownership.xml · nonDerivative · entry 3

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 596,334

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 09, 2019 Filed Dec 11, 2019 00:12 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 14,226 $1.89 $26,887.14
Disclosure

SEC source: 0001019056-19-000664 · ownership.xml · nonDerivative · entry 2

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 476,528

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:12 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 9,889 $1.95 $19,283.55
Disclosure

SEC source: 0001019056-19-000664 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 462,302

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

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.