Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alphatec Holdings, Inc.ATEC · Entity 4720 | CHIEF OPERATING OFFICER | March 13, 2026 | March 17, 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.
Alphatec Holdings, Inc.
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 815,704 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Sale · Disposed 260,535 · Balance 815,704 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.20 to $12.42, inclusive. The 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 sold at each separate price within the ranges set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.20 to $12.42, inclusive. The 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 sold at each separate price within the ranges set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| February 24, 2022 Filed Feb 28, 2022 21:12 UTC | Alphatec Holdings, Inc. ATEC · Entity 4720 | GrantCommon Stock | 51,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001692 · edgar.xml · nonDerivative · entry 2 Lish Scott · CIK 0001831608 · SVP, Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,942 F2 · security: On February 24, 2022, the issuer granted to the reporting person 51,092 RSUs. The RSUs vest in three equal installments on each of the first three anniversaries of the grant date. F3 · security: Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · shares: On February 24, 2022, the issuer granted to the reporting person 51,092 RSUs. The RSUs vest in three equal installments on each of the first three anniversaries of the grant date. F2 · price: On February 24, 2022, the issuer granted to the reporting person 51,092 RSUs. The RSUs vest in three equal installments on each of the first three anniversaries of the grant date. F2 · balance_after: On February 24, 2022, the issuer granted to the reporting person 51,092 RSUs. The RSUs vest in three equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:12 UTC | Alphatec Holdings, Inc. ATEC · Entity 4720 | GrantCommon Stock | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001692 · edgar.xml · nonDerivative · entry 1 Lish Scott · CIK 0001831608 · SVP, Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,850 F1 · security: On February 24, 2022, the issuer awarded 37,500 restricted stock units (RSUs) to the reporting person upon confirmation by the issuer's compensation committee of satisfaction of certain performance criteria for the fiscal year ended December 31, 2021. The RSUs vest in three equal installments on each of February 24, 2022, February 18, 2023 and February 18, 2024. F3 · security: Each RSU represents a contingent right to receive one share of the issuer's common stock. F1 · shares: On February 24, 2022, the issuer awarded 37,500 restricted stock units (RSUs) to the reporting person upon confirmation by the issuer's compensation committee of satisfaction of certain performance criteria for the fiscal year ended December 31, 2021. The RSUs vest in three equal installments on each of February 24, 2022, February 18, 2023 and February 18, 2024. F1 · price: On February 24, 2022, the issuer awarded 37,500 restricted stock units (RSUs) to the reporting person upon confirmation by the issuer's compensation committee of satisfaction of certain performance criteria for the fiscal year ended December 31, 2021. The RSUs vest in three equal installments on each of February 24, 2022, February 18, 2023 and February 18, 2024. F1 · balance_after: On February 24, 2022, the issuer awarded 37,500 restricted stock units (RSUs) to the reporting person upon confirmation by the issuer's compensation committee of satisfaction of certain performance criteria for the fiscal year ended December 31, 2021. The RSUs vest in three equal installments on each of February 24, 2022, February 18, 2023 and February 18, 2024. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:52 UTC | Alphatec Holdings, Inc. ATEC · Entity 4720 | SaleCommon Stock | 4,760 | $9.66 | $45,981.60 |
DisclosureSEC source: 0001179110-22-001648 · edgar.xml · nonDerivative · entry 1 Lish Scott · CIK 0001831608 · SVP, Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,350 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 9, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.57 to $9.76, inclusive. The 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 sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 10, 2021 Filed Nov 16, 2021 00:34 UTC | Alphatec Holdings, Inc. ATEC · Entity 4720 | SaleCommon Stock | 6,250 | $11.79 | $73,687.50 |
DisclosureSEC source: 0001179110-21-010139 · edgar.xml · nonDerivative · entry 1 Lish Scott · CIK 0001831608 · SVP, Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,110 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 9, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.59 to $11.99, inclusive. The 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 sold at each separate price within the ranges set forth in this footnote. F3 · balance_after: Includes 874 shares acquired under the issuer's employee stock purchase plan on November 15, 2021. Read SEC document |
| August 03, 2021 Filed Aug 6, 2021 00:04 UTC | Alphatec Holdings, Inc. ATEC · Entity 4720 | SaleCommon Stock | 10,000 | $14.24 | $142,400.00 |
DisclosureSEC source: 0001179110-21-007969 · edgar.xml · nonDerivative · entry 1 Lish Scott · CIK 0001831608 · SVP, Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,402 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 9, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.87 to $14.84, inclusive. The 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 sold at each separateprice within the ranges set forth in this footnote. Read SEC document |
| July 12, 2021 Filed Jul 20, 2021 16:32 UTC | Alphatec Holdings, Inc. ATEC · Entity 4720 | SaleCommon Stock | 11,965 | $16.46 | $196,943.90 |
DisclosureSEC source: 0001179110-21-007582 · edgar.xml · nonDerivative · entry 1 Lish Scott · CIK 0001831608 · SVP, Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,402 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 9, 2021. F2 · balance_after: Includes 962 shares acquired under the issuer's employee stock purchase plan on May 14, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:21 UTC | Alphatec Holdings, Inc. ATEC · Entity 4720 | Tax withholdingCommon Stock | 18,842 | $16.54 | $311,646.68 |
DisclosureSEC source: 0001179110-21-002627 · edgar.xml · nonDerivative · entry 1 Lish Scott · CIK 0001831608 · SVP, Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,405 F1 · kind: Shares withheld by issuer to satisfy tax withholding obligations of reporting person resulting from vesting of restricted stock units. F1 · shares: Shares withheld by issuer to satisfy tax withholding obligations of reporting person resulting from vesting of restricted stock units. F1 · balance_after: Shares withheld by issuer to satisfy tax withholding obligations of reporting person resulting from vesting of restricted stock units. Read SEC document |
| February 18, 2021 Filed Feb 23, 2021 01:00 UTC | Alphatec Holdings, Inc. ATEC · Entity 4720 | GrantCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002078 · edgar.xml · nonDerivative · entry 1 Lish Scott · CIK 0001831608 · SVP, Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,247 F1 · security: On February 18, 2021, issuer granted to the reporting person 35,000 restricted stock units (RSUs). The RSUs vest in three equal installments on each of the first three anniversaries of the grant date. Each RSU represents a contingent right to receive one share of the issuer's common stock. F1 · shares: On February 18, 2021, issuer granted to the reporting person 35,000 restricted stock units (RSUs). The RSUs vest in three equal installments on each of the first three anniversaries of the grant date. Each RSU represents a contingent right to receive one share of the issuer's common stock. F1 · balance_after: On February 18, 2021, issuer granted to the reporting person 35,000 restricted stock units (RSUs). The RSUs vest in three equal installments on each of the first three anniversaries of the grant date. Each RSU represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 17:11 UTC | Alphatec Holdings, Inc. ATEC · Entity 4720 | Tax withholdingCommon Stock | 2,162 | $9.82 | $21,230.84 |
DisclosureSEC source: 0001179110-20-011194 · edgar.xml · nonDerivative · entry 1 Lish Scott · CIK 0001831608 · SVP, Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,247 F1 · kind: Shares withheld by issuer to satisfy tax withholding obligations of reporting person resulting from vesting of restricted stock units. F1 · shares: Shares withheld by issuer to satisfy tax withholding obligations of reporting person resulting from vesting of restricted stock units. F2 · balance_after: Includes 1,735 shares acquired under the issuer's employee stock purchase plan on November 13, 2020. 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.