Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORTHOPEDIATRICS CORPKIDS · Entity 5338 | Director | June 09, 2026 | June 10, 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.
ORTHOPEDIATRICS CORP
Report date June 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,837 |
Reported balance
After 2026-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 11,436 · Balance 19,837 F1: Includes restricted stock awards totaling 17,037 shares. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 19,247 |
Reported balance
Holding disclosure · report date 2026-06-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,247 F2: Reflects shares held by The Last Chance Legacy Trust, dated April 3, 2023, of which the reporting person is trustee and in which he is deemed to have a pecuniary interest under Section 16 regulations. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. F3: Includes restricted stock awards totaling 922 shares. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 2,400 |
Reported balance
Holding disclosure · report date 2026-06-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,400 F4: Reflects shares held by the Harald Ruf Roth IRA. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock awards totaling 17,037 shares.
F2: Reflects shares held by The Last Chance Legacy Trust, dated April 3, 2023, of which the reporting person is trustee and in which he is deemed to have a pecuniary interest under Section 16 regulations. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein.
F3: Includes restricted stock awards totaling 922 shares.
F4: Reflects shares held by the Harald Ruf Roth IRA.
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 |
|---|---|---|---|---|---|---|
| June 09, 2026 Filed Jun 10, 2026 13:49 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 11,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-26-000057 · wk-form4_1781099369.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,837 F1 · balance_after: Includes restricted stock awards totaling 17,037 shares. Read SEC document |
| May 23, 2025 Filed May 28, 2025 12:59 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 8,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-25-000073 · wk-form4_1748437144.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,401 F1 · balance_after: Includes restricted stock awards totaling 8,401 shares. Read SEC document |
| June 10, 2024 Filed Jun 10, 2024 20:23 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 2,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000059 · wk-form4_1718051023.xml · nonDerivative · entry 2 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 19,247 F2 · balance_after: Includes restricted stock awards totaling 4,640 shares. F3 · balance_after: Reflects shares held by The Last Chance Legacy Trust, dated April 3, 2023, of which the reporting person is trustee and in which he is deemed to have a pecuniary interest under Section 16 regulations. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| June 10, 2024 Filed Jun 10, 2024 20:23 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 2,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000059 · wk-form4_1718051023.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · acquired: Reflects a gift from the reporting person to The Last Chance Legacy Trust, dated April 3, 2023. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:43 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 2,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000053 · wk-form4_1717101771.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,326 F1 · balance_after: Includes restricted stock awards totaling 4,640 shares. Read SEC document |
| July 17, 2023 Filed Jun 10, 2024 20:05 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 1,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000056 · wk-form4_1718049921.xml · nonDerivative · entry 4 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 18,881 F1 · shares: Reflects gifting not previously reported currently held by The Last Chance Legacy Trust, dated April 3, 2023. Read SEC document |
| July 17, 2023 Filed Jun 10, 2024 20:05 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 1,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000056 · wk-form4_1718049921.xml · nonDerivative · entry 3 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,766 F1 · shares: Reflects gifting not previously reported currently held by The Last Chance Legacy Trust, dated April 3, 2023. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 19:30 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-23-000080 · wk-form4_1686857427.xml · nonDerivative · entry 3 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 15,321 Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 19:30 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-23-000080 · wk-form4_1686857427.xml · nonDerivative · entry 2 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,560 F1 · shares: On June 14, 2023, the reporting person had 1,497 of restricted stock which vested. Upon vesting these shares were distributed to the Donna Ruff DAP Trust dated July 30, 2020, of which the reporting person is trustee and in which he is deemed to have a pecuniary interest under Section 16 regulations. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. F2 · balance_after: Includes restricted stock awards totaling 3,560 shares. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 19:30 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-23-000080 · wk-form4_1686857427.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,057 Read SEC document |
| June 16, 2022 Filed Jun 16, 2022 17:22 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | PurchaseCommon Stock | 1,235 | $39.45 | $48,720.75 |
DisclosureSEC source: 0001425450-22-000076 · wf-form4_165540010906875.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 13,824 F1 · balance_after: Shares are owned by the Donna Ruf DAP Trust dated July 30, 2020, of which the reporting person is trustee and in which he is deemed to have a pecuniary interest under Section 16 regulations. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein Read SEC document |
| June 07, 2022 Filed Jun 10, 2024 20:05 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 1,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000056 · wk-form4_1718049921.xml · nonDerivative · entry 2 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 16,916 F1 · shares: Reflects gifting not previously reported currently held by The Last Chance Legacy Trust, dated April 3, 2023. Read SEC document |
| June 07, 2022 Filed Jun 10, 2024 20:05 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 1,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000056 · wk-form4_1718049921.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,731 F1 · shares: Reflects gifting not previously reported currently held by The Last Chance Legacy Trust, dated April 3, 2023. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 14:10 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000074 · wf-form4_165426540945364.xml · nonDerivative · entry 3 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,589 F2 · shares: On June 1, 2022, the reporting person had 1,400 of restricted shares which vested. Upon vesting these shares were distributed to the Donna Ruff DAP Trust dated July 30, 2020, of which the reporting person is trustee and in which he is deemed to have a pecuniary interest under Section 16 regulations. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 14:10 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000074 · wf-form4_165426540945364.xml · nonDerivative · entry 2 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,092 F2 · shares: On June 1, 2022, the reporting person had 1,400 of restricted shares which vested. Upon vesting these shares were distributed to the Donna Ruff DAP Trust dated July 30, 2020, of which the reporting person is trustee and in which he is deemed to have a pecuniary interest under Section 16 regulations. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 14:10 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000074 · wf-form4_165426540945364.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,492 F1 · balance_after: Includes restricted stock awards totaling 3,092 shares. Read SEC document |
| May 16, 2022 Filed May 17, 2022 20:38 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | OtherCommon Stock | 5,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000056 · wf-form4_165281982770975.xml · nonDerivative · entry 2 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 11,189 F1 · balance_after: The reporting person is co-manager of Ruf Enterprises, LLC. On May 16, 2022, Ruf Enterprises, LLC distributed its 11,980 shares of OrthoPediatrics common stock to its members. 5,990 shares were distributed to the Donna Ruf DAP Trust dated July 30, 2020, of which the reporting person is trustee and in which he is deemed to have a pecuniary interest under Section 16 regulations. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. The remaining 5,990 shares were distributed to a trust in which the reporting person is neither a trustee nor is deemed to have a pecuniary interest under Section 16 regulations. Read SEC document |
| May 16, 2022 Filed May 17, 2022 20:38 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | OtherCommon Stock | 11,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000056 · wf-form4_165281982770975.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,199 F1 · balance_after: The reporting person is co-manager of Ruf Enterprises, LLC. On May 16, 2022, Ruf Enterprises, LLC distributed its 11,980 shares of OrthoPediatrics common stock to its members. 5,990 shares were distributed to the Donna Ruf DAP Trust dated July 30, 2020, of which the reporting person is trustee and in which he is deemed to have a pecuniary interest under Section 16 regulations. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. The remaining 5,990 shares were distributed to a trust in which the reporting person is neither a trustee nor is deemed to have a pecuniary interest under Section 16 regulations. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 18:30 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-21-000096 · wf-form4_162283139410367.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 F1 · balance_after: Includes restricted stock awards totaling 1,400 shares. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 13:59 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | PurchaseCommon Stock | 2,880 | $46.98 | $135,302.40 |
DisclosureSEC source: 0001425450-21-000052 · wf-form4_161598956938330.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 18,580 F1 · shares: Represents 2,400 shares that were purchased by Mr. Ruf via his IRA (Harald Ruf Roth IRA) and 480 shares that were purchased by Ruf Enterprises, LLC in the open market. Read SEC document |
| March 15, 2021 Filed Jun 10, 2024 20:05 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | OtherCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000056 · wk-form4_1718049921.xml · nonDerivative · entry 6 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,400 F2 · ownership.nature: Reflects 2,400 shares held by the Harald Ruf Roth IRA since March 15, 2021. Read SEC document |
| March 15, 2021 Filed Jun 10, 2024 20:05 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | OtherCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000056 · wk-form4_1718049921.xml · nonDerivative · entry 5 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 16,481 F2 · ownership.nature: Reflects 2,400 shares held by the Harald Ruf Roth IRA since March 15, 2021. Read SEC document |
| December 28, 2020 Filed Feb 12, 2021 18:28 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 15,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-21-000020 · wf-form5_161315451783600.xml · nonDerivative · entry 2 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,700 F1 · balance_after: These shares are held by the Donna Ruf DAP Trust dated July 30, 2020. As the trustee of the Donna Ruf DAP Trust, the reporting person may be deemed to be the beneficial owner of these shares. Read SEC document |
| December 28, 2020 Filed Feb 12, 2021 18:28 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-21-000020 · wf-form5_161315451783600.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,700 F1 · ownership.direct: These shares are held by the Donna Ruf DAP Trust dated July 30, 2020. As the trustee of the Donna Ruf DAP Trust, the reporting person may be deemed to be the beneficial owner of these shares. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 19:33 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-20-000074 · wf-form4_159129916245614.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,700 F1 · balance_after: Includes restricted stock awards totaling 2,801 shares. F2 · ownership.direct: Held as tenants-in-common with the reporting person's son. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 19:06 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-19-000067 · wf-form4_155993434757790.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,300 F1 · balance_after: Includes restricted stock awards totaling 2,334 shares. F2 · ownership.direct: 11,500 shares held as tenants-in-common with the reporting person's son. Read SEC document |
| April 09, 2019 Filed Apr 10, 2019 18:56 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | OtherCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-19-000032 · wf-form4_155492256632892.xml · nonDerivative · entry 2 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,900 F1 · kind: Distribution of restricted shares from Ruf and Associates LLC, of which the reporting person is the managing member. F2 · balance_after: Includes 11,500 shares held as tenants-in-common with the reporting person's son and 1,400 restricted shares. Read SEC document |
| April 09, 2019 Filed Apr 10, 2019 18:56 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | OtherCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-19-000032 · wf-form4_155492256632892.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · kind: Distribution of restricted shares from Ruf and Associates LLC, of which the reporting person is the managing member. F1 · ownership.nature: Distribution of restricted shares from Ruf and Associates LLC, of which the reporting person is the managing member. Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 21:04 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-18-000092 · wf-form4_152970142672123.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,400 F1 · balance_after: Includes restricted stock awards totaling 1,400 shares. F2 · ownership.nature: These shares are held by Ruf and Associates LLC ("Ruf"). As the President of Ruf, the reporting person is deemed to be the beneficial owner of these shares. The reporting person expressly disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. The inclusion of these shares in this report shall not be deemed to be an admission of beneficial ownership for purposes of Section 16 or for any other purpose. Read SEC document |
| October 16, 2017 Filed Oct 16, 2017 22:06 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | PurchaseCommon Stock | 11,500 | $13.00 | $149,500.00 |
DisclosureSEC source: 0001144204-17-052689 · tv477022_4.xml · nonDerivative · entry 1 Ruf Harold · CIK 0001719213 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 F1 · shares: Represents shares that were purchased through a directed share program in connection with the Issuer's initial public offering. F2 · ownership.direct: Held as tenants-in-common with the reporting person's son. 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.