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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.