Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alphatec Holdings, Inc.ATEC · Entity 4720 | Director · CEO | September 10, 2026 | September 11, 2026 |
| NUVASIVE INCNUVA · Entity 110002 | Director | June 07, 2017 | June 09, 2017 |
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 September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,893,551 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Purchase · Acquired 115,000 · Balance 5,893,551 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.73 to $8.84, 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 purchased at each separate price within the ranges set forth in this footnote. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 10,900 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,900 |
| Common StockSEC Table I · non-derivative | IndirectBy MOM, LLC | 250,000 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 250,000 |
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 at prices ranging from $8.73 to $8.84, 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 purchased at each separate price within the ranges set forth in this footnote.
NUVASIVE INC
Report date June 07, 2017 · Filed June 09, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,756 |
Reported balance
After 2017-06-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-06-07 · Sale · Disposed 15,000 · Balance 72,756 F1: Weighted average sales price from sales transactions ranging from $78.15 to $78.60. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares sold at each separate price. F2: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average sales price from sales transactions ranging from $78.15 to $78.60. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares sold at each separate price.
F2: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards.
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 01, 2017 Filed Feb 3, 2017 18:01 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionPRSUs · Derivative | 4,256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007794 · doc4.xml · derivative · entry 7 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,512 Underlying: Common Stock · 4,256 shares Expires not disclosed 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. F5 · security: Each Performance Restricted Stock Unit ("PRSU") represents the right to receive one share of the Issuer's common stock upon vesting. F7 · derivative.exercise_date: This PRSU award was granted to the Reporting Person on February 17, 2015. In accordance with the terms of the PRSU award, the award vested as to 4,257 shares on February 1, 2016, vested as to 4,256 shares on February 1, 2017, and will vest as to 4,256 shares on each of February 1, 2018 and February 1, 2019. F7 · derivative.expiration_date: This PRSU award was granted to the Reporting Person on February 17, 2015. In accordance with the terms of the PRSU award, the award vested as to 4,257 shares on February 1, 2016, vested as to 4,256 shares on February 1, 2017, and will vest as to 4,256 shares on each of February 1, 2018 and February 1, 2019. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:01 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionPRSUs · Derivative | 14,927 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007794 · doc4.xml · derivative · entry 6 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,927 shares Expires not disclosed 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. F5 · security: Each Performance Restricted Stock Unit ("PRSU") represents the right to receive one share of the Issuer's common stock upon vesting. F6 · derivative.exercise_date: This PRSU award was granted to the Reporting Person on February 19, 2014. In accordance with the terms of the PRSU award, the award vested as to 14,927 shares on February 1, 2016 and vested as to 14,927 shares on February 1, 2017. F6 · derivative.expiration_date: This PRSU award was granted to the Reporting Person on February 19, 2014. In accordance with the terms of the PRSU award, the award vested as to 14,927 shares on February 1, 2016 and vested as to 14,927 shares on February 1, 2017. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:01 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionRSUs · Derivative | 5,303 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007794 · doc4.xml · derivative · entry 5 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,303 shares Expires not disclosed 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. F3 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F4 · derivative.exercise_date: This RSU award was granted to the Reporting Person on February 19, 2014. In accordance with the terms of the RSU award, the award vested as to 5,304 shares on each of February 1, 2015 and February 1, 2016, and vested as to 5,303 shares on February 1, 2017. F4 · derivative.expiration_date: This RSU award was granted to the Reporting Person on February 19, 2014. In accordance with the terms of the RSU award, the award vested as to 5,304 shares on each of February 1, 2015 and February 1, 2016, and vested as to 5,303 shares on February 1, 2017. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:01 UTC | NUVASIVE INC NUVA · Entity 110002 | Tax withholdingCommon Stock | 10,823 | $70.76 | $765,835.48 |
DisclosureSEC source: 0001209191-17-007794 · doc4.xml · nonDerivative · entry 4 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,779 F2 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations. F1 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:01 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionCommon Stock | 4,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007794 · doc4.xml · nonDerivative · entry 3 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,602 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 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:01 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionCommon Stock | 14,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007794 · doc4.xml · nonDerivative · entry 2 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,346 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 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:01 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionCommon Stock | 5,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007794 · doc4.xml · nonDerivative · entry 1 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,419 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 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 20:59 UTC | NUVASIVE INC NUVA · Entity 110002 | GrantPRSUs · Derivative | 42,397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006526 · doc4.xml · derivative · entry 1 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,397 Underlying: Common Stock · 42,397 shares Expires not disclosed F1 · security: Each performance restricted stock unit ("PRSU") represents the right to receive one share of the Issuer's common stock upon vesting. F2 · derivative.exercise_date: As disclosed by the Issuer on a Form 8-K filed on September 12, 2016, this PRSU award was granted to the Reporting Person on September 11, 2016, contingent upon purchases of the Issuer's common stock made by the Reporting Person through January 28, 2017. The number of PRSUs reported on this Form 4 represents the target payout of the PRSU award. The number of shares payable upon vesting of the PRSUs could range from 0% to 200% of target, if and to the extent that the Issuer's stock price reaches specified levels as of September 11, 2021, the end of the performance period. F2 · derivative.expiration_date: As disclosed by the Issuer on a Form 8-K filed on September 12, 2016, this PRSU award was granted to the Reporting Person on September 11, 2016, contingent upon purchases of the Issuer's common stock made by the Reporting Person through January 28, 2017. The number of PRSUs reported on this Form 4 represents the target payout of the PRSU award. The number of shares payable upon vesting of the PRSUs could range from 0% to 200% of target, if and to the extent that the Issuer's stock price reaches specified levels as of September 11, 2021, the end of the performance period. Read SEC document |
| November 02, 2016 Filed Nov 2, 2016 17:53 UTC | NUVASIVE INC NUVA · Entity 110002 | PurchaseCommon Stock | 300 | $57.41 | $17,223.00 |
DisclosureSEC source: 0001209191-16-148019 · doc4.xml · nonDerivative · entry 3 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 16,967 F2 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 17:53 UTC | NUVASIVE INC NUVA · Entity 110002 | PurchaseCommon Stock | 12,988 | $59.15 | $768,240.20 |
DisclosureSEC source: 0001209191-16-148019 · doc4.xml · nonDerivative · entry 2 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 16,677 F3 · price: Weighted average purchase price from purchase transactions ranging from $58.58 to $59.57. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares purchased at each separate price. F2 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 17:53 UTC | NUVASIVE INC NUVA · Entity 110002 | PurchaseCommon Stock | 3,679 | $58.45 | $215,037.55 |
DisclosureSEC source: 0001209191-16-148019 · doc4.xml · nonDerivative · entry 1 Miles Patrick · CIK 0001289409 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 3,679 F1 · price: Weighted average purchase price from purchase transactions ranging from $58.24 to $58.57. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares purchased at each separate price. F2 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. 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.