Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORTHOPEDIATRICS CORPKIDS · Entity 5338 | General Counsel and Secretary | May 13, 2026 | May 14, 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 May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 147,054 |
Reported balance
After 2026-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-13 · Gift · Disposed 2,479 · Balance 147,054 F1: Shares of OrthoPediatrics Corp common stock were given as a bone fide gift. F2: Includes restricted stock awards totaling 121,054 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of OrthoPediatrics Corp common stock were given as a bone fide gift.
F2: Includes restricted stock awards totaling 121,054 shares.
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 |
|---|---|---|---|---|---|---|
| May 13, 2026 Filed May 14, 2026 17:09 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GiftCommon Stock | 2,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-26-000038 · wk-form4_1778778584.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,054 F1 · shares: Shares of OrthoPediatrics Corp common stock were given as a bone fide gift. F2 · balance_after: Includes restricted stock awards totaling 121,054 shares. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 20:18 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 8,614 | $17.25 | $148,591.50 |
DisclosureSEC source: 0001425450-26-000019 · wk-form4_1773778678.xml · nonDerivative · entry 2 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,533 F1 · shares: Shares sold to satisfy tax withholding obligations upon vesting of restricted shares. F2 · balance_after: Includes restricted stock awards totaling 121,054 shares. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:18 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 47,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-26-000019 · wk-form4_1773778678.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,147 Read SEC document |
| March 18, 2025 Filed Mar 18, 2025 18:51 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 5,310 | $24.86 | $132,006.60 |
DisclosureSEC source: 0001425450-25-000027 · wk-form4_1742323895.xml · nonDerivative · entry 2 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,767 F1 · shares: Shares sold to satisfy tax withholding obligations upon vesting of restricted shares. F2 · balance_after: Includes restricted stock awards totaling 93,291 shares. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 18:51 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 38,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-25-000027 · wk-form4_1742323895.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,077 Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 17:32 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 10,000 | $29.30 | $293,000.00 |
DisclosureSEC source: 0001425450-24-000083 · wk-form4_1724347953.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,304 F1 · balance_after: Includes restricted stock awards totaling 66,518 shares. Read SEC document |
| June 11, 2024 Filed Jun 11, 2024 20:18 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 34,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000071 · wk-form4_1718137132.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,304 F1 · balance_after: Includes restricted stock awards totaling 66,518 shares. Read SEC document |
| March 11, 2024 Filed Mar 12, 2024 12:43 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 2,741 | $27.59 | $75,624.19 |
DisclosureSEC source: 0001425450-24-000024 · wk-form4_1710247420.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,403 F1 · shares: Shares sold to satisfy tax withholding obligations upon vesting of restricted shares. F2 · balance_after: Includes restricted stock awards totaling 31,617 shares. Read SEC document |
| March 15, 2023 Filed Mar 15, 2023 20:32 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 19,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-23-000050 · wf-form4_167891232502189.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,144 F1 · balance_after: Includes restricted stock awards totaling 37,373 shares. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 14:11 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 3,315 | $44.62 | $147,916.29 |
DisclosureSEC source: 0001425450-23-000028 · wf-form4_167819830025469.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,527 F1 · shares: Shares sold to satisfy tax withholding obligations upon vesting of restricted shares. F2 · balance_after: Includes restricted stock awards totaling 17,756 shares. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 14:03 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000034 · wf-form4_164743939146516.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,842 F1 · balance_after: Includes restricted stock awards totaling 25,073 shares. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 19:19 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 3,918 | $58.46 | $229,046.28 |
DisclosureSEC source: 0001425450-22-000015 · wf-form4_164633512507236.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,842 F1 · shares: Shares sold to satisfy tax withholding obligations upon vesting of restricted shares. F2 · balance_after: Includes restricted stock awards totaling 13,073 shares. Read SEC document |
| May 10, 2021 Filed May 12, 2021 12:29 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 4,000 | $63.03 | $252,120.00 |
DisclosureSEC source: 0001425450-21-000079 · wf-form4_162082256475703.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,760 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 16:03 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 5,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-21-000041 · wf-form4_161478742558421.xml · nonDerivative · entry 2 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,760 F2 · balance_after: Includes restricted stock awards totaling 22,175 shares. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 16:03 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 2,633 | $55.85 | $147,053.05 |
DisclosureSEC source: 0001425450-21-000041 · wf-form4_161478742558421.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,004 F1 · shares: Shares sold to satisfy tax withholding obligations upon vesting of restricted shares. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 18:23 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 8,000 | $47.04 | $376,320.00 |
DisclosureSEC source: 0001425450-20-000121 · wf-form4_160520540910487.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,637 Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 19:44 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 7,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-20-000016 · wf-form4_158335106660373.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,637 F1 · balance_after: Includes restricted stock awards totaling 22,419 shares. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 14:20 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 9,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-19-000021 · wf-form4_155145001292524.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,320 F1 · balance_after: Includes restricted stock awards totaling 15,102 shares. Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 19:47 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,278 | $30.97 Strike: $30.97 | $70,549.66 |
DisclosureSEC source: 0001425450-18-000106 · wf-form4_153626320755147.xml · derivative · entry 6 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,278 shares Expires 2020-07-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock option is fully vested and immediately exercisable. Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 19:47 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,247 | $27.61 Strike: $27.61 | $200,089.67 |
DisclosureSEC source: 0001425450-18-000106 · wf-form4_153626320755147.xml · derivative · entry 5 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,247 shares Expires 2019-01-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock option is fully vested and immediately exercisable. Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 19:47 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 2,278 | $33.72 | $76,814.16 |
DisclosureSEC source: 0001425450-18-000106 · wf-form4_153626320755147.xml · nonDerivative · entry 4 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,218 Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 19:47 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 7,247 | $33.73 | $244,441.31 |
DisclosureSEC source: 0001425450-18-000106 · wf-form4_153626320755147.xml · nonDerivative · entry 3 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,496 Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 19:47 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 2,278 | $30.97 | $70,549.66 |
DisclosureSEC source: 0001425450-18-000106 · wf-form4_153626320755147.xml · nonDerivative · entry 2 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,743 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 19:47 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 7,247 | $27.61 | $200,089.67 |
DisclosureSEC source: 0001425450-18-000106 · wf-form4_153626320755147.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,465 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 19:33 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 11,145 | $17.92 | $199,718.40 |
DisclosureSEC source: 0001425450-18-000055 · wf-form4_152390714306366.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,218 F1 · shares: Shares sold to satisfy tax withholding obligations upon vesting of restricted shares. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 20:41 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-18-000030 · wf-form4_151993681427453.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,363 F1 · balance_after: Includes restricted stock awards totaling 31,330 shares. Read SEC document |
| October 16, 2017 Filed Oct 16, 2017 22:04 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Tax withholdingCommon Stock | 2,300 | $13.00 | $29,900.00 |
DisclosureSEC source: 0001144204-17-052685 · tv477018_4.xml · nonDerivative · entry 2 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,363 F2 · shares: Represents shares delivered to the Issuer to satisfy tax withholdings in connection with the lapse of restrictions on 5,333 shares of restricted common stock. Read SEC document |
| October 16, 2017 Filed Oct 16, 2017 22:04 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 5,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-052685 · tv477018_4.xml · nonDerivative · entry 1 Gerritzen Daniel J · CIK 0001718972 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,663 F1 · shares: Represents shares of restricted stock granted pursuant to the Issuer's 2017 Incentive Award Plan. These shares will vest in full on the six month anniversary of the grant date (subject to the reporting person's continued service through such date); provided, however, that these shares will vest in full if the reporting person's employment is terminated by reason of death or disability or without "cause," or if the reporting person terminates his employment for "good reason" (each as defined in the reporting person's employment agreement). 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.