Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORTHOPEDIATRICS CORPKIDS · Entity 5338 | Director | May 23, 2025 | May 28, 2025 |
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 23, 2025 · Filed May 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,619 |
Reported balance
After 2025-05-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-23 · Grant · Acquired 8,401 · Balance 26,619 F1: Includes restricted stock awards totaling 10,900 shares. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 2,546 |
Reported balance
Holding disclosure · report date 2025-05-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,546 F2: These shares of Common Stock are held by the spouse of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock awards totaling 10,900 shares.
F2: These shares of Common Stock are held by the spouse of the reporting person.
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 23, 2025 Filed May 28, 2025 08:58 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 8,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-25-000071 · wk-form4_1748437075.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,619 F1 · balance_after: Includes restricted stock awards totaling 10,900 shares. Read SEC document |
| May 28, 2024 Filed May 30, 2024 16:42 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 2,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-24-000049 · wk-form4_1717101711.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,218 F1 · balance_after: Includes restricted stock awards totaling 4,640 shares. Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 08:51 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 2,610 | $38.25 | $99,832.50 |
DisclosureSEC source: 0001425450-23-000108 · wk-form4_1692017481.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,452 F1 · balance_after: Includes restricted stock awards totaling 3,560 shares. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 09:40 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 670 | $30.97 Strike: $30.97 | $20,749.90 |
DisclosureSEC source: 0001425450-23-000106 · wk-form4_1691588421.xml · derivative · entry 3 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 670 shares Expires 2023-09-10 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 · derivative.exercise_date: The stock option is fully vested and immediately exercisable. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 09:40 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Tax withholdingCommon Stock | 529 | $39.69 | $20,994.16 |
DisclosureSEC source: 0001425450-23-000106 · wk-form4_1691588421.xml · nonDerivative · entry 2 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,062 F1 · shares: Shares sold to satisfy exercise price obligation upon exercise of a fully vested an immediately exercisable option. F2 · balance_after: Includes restricted stock awards totaling 3,560 shares. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 09:40 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 670 | $30.97 | $20,749.90 |
DisclosureSEC source: 0001425450-23-000106 · wk-form4_1691588421.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,591 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 |
| June 14, 2023 Filed Jun 15, 2023 15:26 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-23-000076 · wk-form4_1686857170.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,921 F1 · balance_after: Includes restricted stock awards totaling 3,560 shares. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 16:14 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 670 | $56.10 Strike: $30.97 | $37,587.00 |
DisclosureSEC source: 0001425450-22-000096 · wf-form4_166068083920447.xml · derivative · entry 3 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 670 shares Expires 2022-08-23 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. F3 · derivative.exercise_date: The stock option is fully vested and immediately exercisable. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 16:14 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Tax withholdingCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000096 · wf-form4_166068083920447.xml · nonDerivative · entry 2 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,956 F2 · shares: Shares sold to satisfy exercise price obligation. F1 · balance_after: Includes restricted stock awards totaling 3,092 shares. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 16:14 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000096 · wf-form4_166068083920447.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,329 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: Includes restricted stock awards totaling 3,092 shares. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 08:10 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-22-000064 · wf-form4_165425821782931.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,659 F1 · balance_after: Includes restricted stock awards totaling 3,092 shares. Read SEC document |
| July 20, 2021 Filed Jul 20, 2021 15:44 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 670 | $30.97 Strike: $30.97 | $20,749.90 |
DisclosureSEC source: 0001425450-21-000106 · wf-form4_162681027208288.xml · derivative · entry 2 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 670 shares Expires 2021-08-03 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. F2 · derivative.exercise_date: The stock option is fully vested and immediately exercisable. Read SEC document |
| July 20, 2021 Filed Jul 20, 2021 15:44 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 670 | $30.97 | $20,749.90 |
DisclosureSEC source: 0001425450-21-000106 · wf-form4_162681027208288.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,968 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: Includes restricted stock awards totaling 2,801. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 14:29 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-21-000094 · wf-form4_162283136222191.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,298 F1 · balance_after: Includes restricted stock awards totaling 2,801 shares. Read SEC document |
| May 10, 2021 Filed May 12, 2021 08:29 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 4,700 | $63.03 | $296,241.00 |
DisclosureSEC source: 0001425450-21-000078 · wf-form4_162082254737078.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,546 F1 · ownership.nature: These shares of Common Stock are held by the spouse of the reporting person. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 15:33 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-20-000076 · wf-form4_159129921176830.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,898 F1 · balance_after: Includes restricted stock awards totaling 2,801 shares. Read SEC document |
| May 27, 2020 Filed May 29, 2020 09:43 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 11 | $46.10 | $507.10 |
DisclosureSEC source: 0001425450-20-000061 · wf-form4_159075978386083.xml · nonDerivative · entry 2 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,498 Read SEC document |
| May 27, 2020 Filed May 29, 2020 09:43 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | SaleCommon Stock | 6,989 | $44.00 | $307,516.00 |
DisclosureSEC source: 0001425450-20-000061 · wf-form4_159075978386083.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,509 Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 15:54 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 670 | $0.00 Strike: $30.97 | $0.00 |
DisclosureSEC source: 0001425450-20-000008 · wf-form4_158171363853883.xml · derivative · entry 5 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 670 shares Expires 2020-09-02 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 |
| February 13, 2020 Filed Feb 14, 2020 15:54 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,357 | $0.00 Strike: $30.97 | $0.00 |
DisclosureSEC source: 0001425450-20-000008 · wf-form4_158171363853883.xml · derivative · entry 4 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,357 shares Expires 2020-03-01 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 |
| February 13, 2020 Filed Feb 14, 2020 15:54 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Tax withholdingCommon Stock | 4,014 | $46.51 | $186,691.14 |
DisclosureSEC source: 0001425450-20-000008 · wf-form4_158171363853883.xml · nonDerivative · entry 3 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,498 Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 15:54 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 670 | $30.97 | $20,749.90 |
DisclosureSEC source: 0001425450-20-000008 · wf-form4_158171363853883.xml · nonDerivative · entry 2 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,512 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 |
| February 13, 2020 Filed Feb 14, 2020 15:54 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 5,357 | $30.97 | $165,906.29 |
DisclosureSEC source: 0001425450-20-000008 · wf-form4_158171363853883.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,842 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 |
| July 09, 2019 Filed Jul 10, 2019 15:46 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 134 | $0.00 Strike: $27.61 | $0.00 |
DisclosureSEC source: 0001425450-19-000076 · wf-form4_156278796056051.xml · derivative · entry 2 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 134 shares Expires 2019-07-09 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 |
| July 09, 2019 Filed Jul 10, 2019 15:46 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | Exercise / conversionCommon Stock | 134 | $27.61 | $3,699.74 |
DisclosureSEC source: 0001425450-19-000076 · wf-form4_156278796056051.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,485 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 |
| June 05, 2019 Filed Jun 7, 2019 15:07 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-19-000069 · wf-form4_155993442885507.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,351 F1 · balance_after: Includes restricted stock awards totaling 2,334 shares. Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 17:04 UTC | ORTHOPEDIATRICS CORP KIDS · Entity 5338 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001425450-18-000093 · wf-form4_152970145519016.xml · nonDerivative · entry 1 Schlotterback Terry D · CIK 0001719251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,951 F1 · balance_after: Includes restricted stock awards totaling 1,400 shares. 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.