TapewireFind a company

organization · Reporting owner

Juniper Targeted Opportunities, LP

Disclosed activity across 2 companies

Tapewire entity
81898
SEC CIK
0001680619

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Bioventus Inc.BVS · Entity 499610% ownerJune 12, 2023June 29, 2023
LINCOLN EDUCATIONAL SERVICES CORPLINC · Entity 513910% ownerMarch 14, 2017March 18, 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.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common Stock, $0.001 par value per shareSEC Table I · non-derivativeIndirectBy: Juniper Targeted Opportunity Fund, L.P.4,624,431 Reported balance Holding disclosure · report date 2023-06-12 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 4,624,431

F1: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein.

Class A Common Stock, $0.001 par value per shareSEC Table I · non-derivativeIndirectBy: Juniper Targeted Opportunities, LP1,604,256 Reported balance Holding disclosure · report date 2023-06-12 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 1,604,256

F2: As the investment manager of Juniper Targeted Opportunities, LP (Juniper Targeted Opportunities"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Targeted Opportunities, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of their pecuniary interest therein.

Class A Common Stock, $0.001 par value per shareSEC Table I · non-derivativeIndirectJuniper Multi-Strategy Fund, L.P.75,850 Reported balance Holding disclosure · report date 2023-06-12 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 75,850

F3: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein.

Class A Common Stock, $0.001 par value per shareSEC Table I · non-derivativeIndirectJohn A. Bartholdson22,727 Reported balance Holding disclosure · report date 2023-06-12 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 22,727

F4: Represents securities held of record by John A. Bartholdson. Mr. Bartholdson is a director of the Issuer.

Filing footnotes · ownership attribution and instrument terms

F1: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein.

F2: As the investment manager of Juniper Targeted Opportunities, LP (Juniper Targeted Opportunities"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Targeted Opportunities, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of their pecuniary interest therein.

F3: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein.

F4: Represents securities held of record by John A. Bartholdson. Mr. Bartholdson is a director of the Issuer.

LINCOLN EDUCATIONAL SERVICES CORP

Report date March 14, 2017 · Filed March 18, 2025 · Amendment

Jointly reported with Bartholdson John A., Juniper Investment Company, LLC

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, no par value per shareSEC Table I · non-derivativeIndirectJuniper Targeted Opportunities L.P.0 Reported balance After 2025-03-14 transaction · row 1 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 1 · 2025-03-14 · Sale · Disposed 36,560 · Balance 0

F1: Represents the weighted average per share price with a range from $14.6900 and $14.9500. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.

F2: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein.

Common Stock, no par value per shareSEC Table I · non-derivativeIndirectJuniper Targeted Opportunity Fund, L.P.2,363,311 Reported balance Holding disclosure · report date 2017-03-14 · row 2 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 2 · Balance 2,363,311

F3: As the investment manager of Juniper Targeted Opportunity Fund, L.P. ("Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. Bartholdson and Mr. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunity Fund and as a result, each of Mr. Bartholdson and Mr. Michas shares voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of his pecuniary interest therein.

Common Stock, no par value per shareSEC Table I · non-derivativeIndirectBartholdson, John A.203,315 Reported balance Holding disclosure · report date 2017-03-14 · row 3 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 3 · Balance 203,315

Filing footnotes · ownership attribution and instrument terms

F1: Represents the weighted average per share price with a range from $14.6900 and $14.9500. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.

F2: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein.

F3: As the investment manager of Juniper Targeted Opportunity Fund, L.P. ("Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. Bartholdson and Mr. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunity Fund and as a result, each of Mr. Bartholdson and Mr. Michas shares voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of his pecuniary interest therein.

Transaction history

JSON API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 12, 2023 Filed Jun 14, 2023 20:00 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 SaleCommon Stock, no par value per share 108,839 $6.50 $707,453.50
Disclosure

SEC source: 0001019056-23-000270 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Juniper Targeted Opportunities L.P.

Disclosed balance after: 2,318,031

F1 · price: Represents the weighted average per share price with a range from $6.45 and $6.615. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission ("SEC") upon request.

F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. Bartholdson and another individual serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson shares voting and dispositive power over such shares with Juniper Investment Company and the other individual. Mr. Bartholdson disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein.

Read SEC document
June 02, 2023 Filed Jun 6, 2023 18:38 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 OtherCommon Stock, no par value per share 835,844 Not disclosed Not disclosed
Disclosure

SEC source: 0001019056-23-000261 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · Former 10% Owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Juniper Targeted Opportunities L.P.

Disclosed balance after: 2,426,870

F1 · kind: On June 2, 2023, Juniper Targeted Opportunities L.P. ("Juniper Targeted Opportunities") distributed 835,844 shares of Common Stock to certain of its limited partners based on their respective pro rata interest in such shares for no consideration.

F1 · price: On June 2, 2023, Juniper Targeted Opportunities L.P. ("Juniper Targeted Opportunities") distributed 835,844 shares of Common Stock to certain of its limited partners based on their respective pro rata interest in such shares for no consideration.

F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. Bartholdson and another individual serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson shares voting and dispositive power over such shares with Juniper Investment Company and the other individual. Mr. Bartholdson disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein.

Read SEC document
November 30, 2022 Filed Dec 1, 2022 22:26 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 OtherSeries A Convertible Preferred Stock · Derivative 7,700 $1,000.00 Strike: $2.36 $7,700,000.00
Disclosure

SEC source: 0001019056-22-000679 · ownership.xml · derivative · entry 7

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunities, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 3,262,714 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of Series A Convertible Preferred Stock was converted into 423.729 shares of Common Stock for an effective price of $2.36 per share of Common Stock.

F1 · kind: Mandatory conversion by the Issuer of its Series A Convertible Preferred Stock into shares of its Common Stock exempt under SEC Rule 16b-6(b).

F7 · derivative.exercise_date: 11/14/2019 - The date on which the Series A Preferred Stock was issued.

F8 · derivative.expiration_date: None.

F3 · ownership.nature: Juniper Investment Company, LLC ("Juniper Investment") is the investment manager of Juniper Targeted Opportunity Fund, L.P. ("Juniper Opportunity Fund") and Juniper Targeted Opportunities, L.P. ("Juniper Opportunities LP") and Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy") and may be deemed to beneficially own the securities held by them. Alexis P. Michas and John A. Bartholdson ("Managing Members") are the managing members of Juniper Investment, Juniper HF Investors II, LLC (the general partner of the Juniper Opportunity Fund) and Juniper TO Investors, LLC (the general partner of Juniper Opportunities LP) and Juniper HF Investors, LLC (the general partner of Juniper Multi-Strategy), through which the Managing Members may be deemed to have an indirect beneficial ownership with respect to the shares held by Juniper Opportunity Fund, Juniper Opportunities LP and Juniper Multi-Strategy.

F4 · ownership.nature: (Footnote 3 continued). Each Reporting Person disclaims beneficial ownership of all interests reported herein except to the extent of such Reporting Person's pecuniary interests.

Read SEC document
November 30, 2022 Filed Dec 1, 2022 22:26 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 OtherSeries A Convertible Preferred Stock · Derivative 3,500 $1,000.00 Strike: $2.36 $3,500,000.00
Disclosure

SEC source: 0001019056-22-000679 · ownership.xml · derivative · entry 6

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P

Disclosed balance after: 0

Underlying: Common Stock · 1,483,052 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of Series A Convertible Preferred Stock was converted into 423.729 shares of Common Stock for an effective price of $2.36 per share of Common Stock.

F1 · kind: Mandatory conversion by the Issuer of its Series A Convertible Preferred Stock into shares of its Common Stock exempt under SEC Rule 16b-6(b).

F7 · derivative.exercise_date: 11/14/2019 - The date on which the Series A Preferred Stock was issued.

F8 · derivative.expiration_date: None.

F3 · ownership.nature: Juniper Investment Company, LLC ("Juniper Investment") is the investment manager of Juniper Targeted Opportunity Fund, L.P. ("Juniper Opportunity Fund") and Juniper Targeted Opportunities, L.P. ("Juniper Opportunities LP") and Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy") and may be deemed to beneficially own the securities held by them. Alexis P. Michas and John A. Bartholdson ("Managing Members") are the managing members of Juniper Investment, Juniper HF Investors II, LLC (the general partner of the Juniper Opportunity Fund) and Juniper TO Investors, LLC (the general partner of Juniper Opportunities LP) and Juniper HF Investors, LLC (the general partner of Juniper Multi-Strategy), through which the Managing Members may be deemed to have an indirect beneficial ownership with respect to the shares held by Juniper Opportunity Fund, Juniper Opportunities LP and Juniper Multi-Strategy.

F4 · ownership.nature: (Footnote 3 continued). Each Reporting Person disclaims beneficial ownership of all interests reported herein except to the extent of such Reporting Person's pecuniary interests.

Read SEC document
November 30, 2022 Filed Dec 1, 2022 22:26 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 OtherCommon Stock 3,262,714 $2.36 $7,700,005.04
Disclosure

SEC source: 0001019056-22-000679 · ownership.xml · nonDerivative · entry 2

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunities, L.P.

Disclosed balance after: 3,262,714

F1 · kind: Mandatory conversion by the Issuer of its Series A Convertible Preferred Stock into shares of its Common Stock exempt under SEC Rule 16b-6(b).

F2 · price: Each share of Series A Convertible Preferred Stock was converted into 423.729 shares of Common Stock for an effective price of $2.36 per share of Common Stock.

F3 · ownership.nature: Juniper Investment Company, LLC ("Juniper Investment") is the investment manager of Juniper Targeted Opportunity Fund, L.P. ("Juniper Opportunity Fund") and Juniper Targeted Opportunities, L.P. ("Juniper Opportunities LP") and Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy") and may be deemed to beneficially own the securities held by them. Alexis P. Michas and John A. Bartholdson ("Managing Members") are the managing members of Juniper Investment, Juniper HF Investors II, LLC (the general partner of the Juniper Opportunity Fund) and Juniper TO Investors, LLC (the general partner of Juniper Opportunities LP) and Juniper HF Investors, LLC (the general partner of Juniper Multi-Strategy), through which the Managing Members may be deemed to have an indirect beneficial ownership with respect to the shares held by Juniper Opportunity Fund, Juniper Opportunities LP and Juniper Multi-Strategy.

F4 · ownership.nature: (Footnote 3 continued). Each Reporting Person disclaims beneficial ownership of all interests reported herein except to the extent of such Reporting Person's pecuniary interests.

Read SEC document
November 30, 2022 Filed Dec 1, 2022 22:26 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 OtherCommon Stock 1,483,052 $2.36 $3,500,002.72
Disclosure

SEC source: 0001019056-22-000679 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

Juniper Targeted Opportunity Fund, L.P. · CIK 0001524397 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 2,363,311

F1 · kind: Mandatory conversion by the Issuer of its Series A Convertible Preferred Stock into shares of its Common Stock exempt under SEC Rule 16b-6(b).

F2 · price: Each share of Series A Convertible Preferred Stock was converted into 423.729 shares of Common Stock for an effective price of $2.36 per share of Common Stock.

F3 · ownership.nature: Juniper Investment Company, LLC ("Juniper Investment") is the investment manager of Juniper Targeted Opportunity Fund, L.P. ("Juniper Opportunity Fund") and Juniper Targeted Opportunities, L.P. ("Juniper Opportunities LP") and Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy") and may be deemed to beneficially own the securities held by them. Alexis P. Michas and John A. Bartholdson ("Managing Members") are the managing members of Juniper Investment, Juniper HF Investors II, LLC (the general partner of the Juniper Opportunity Fund) and Juniper TO Investors, LLC (the general partner of Juniper Opportunities LP) and Juniper HF Investors, LLC (the general partner of Juniper Multi-Strategy), through which the Managing Members may be deemed to have an indirect beneficial ownership with respect to the shares held by Juniper Opportunity Fund, Juniper Opportunities LP and Juniper Multi-Strategy.

F4 · ownership.nature: (Footnote 3 continued). Each Reporting Person disclaims beneficial ownership of all interests reported herein except to the extent of such Reporting Person's pecuniary interests.

Read SEC document
December 13, 2019 Filed Dec 13, 2019 22:55 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 8,052 $2.31 $18,600.12
Disclosure

SEC source: 0001019056-19-000668 · ownership.xml · nonDerivative · entry 4

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · John A. Bartholdson

Disclosed balance after: 8,052

F7 · ownership.nature: Represents securities held of record by John A. Bartholdson.

Read SEC document
December 13, 2019 Filed Dec 13, 2019 22:55 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 1,366 $2.14 $2,923.24
Disclosure

SEC source: 0001019056-19-000668 · ownership.xml · nonDerivative · entry 3

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 677,450

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 12, 2019 Filed Dec 13, 2019 22:55 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 73,600 $2.19 $161,184.00
Disclosure

SEC source: 0001019056-19-000668 · ownership.xml · nonDerivative · entry 2

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 676,084

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 11, 2019 Filed Dec 13, 2019 22:55 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 6,150 $2.20 $13,530.00
Disclosure

SEC source: 0001019056-19-000668 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 602,484

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 10, 2019 Filed Dec 11, 2019 00:12 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 119,806 $2.25 $269,563.50
Disclosure

SEC source: 0001019056-19-000664 · ownership.xml · nonDerivative · entry 3

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 596,334

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 09, 2019 Filed Dec 11, 2019 00:12 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 14,226 $1.89 $26,887.14
Disclosure

SEC source: 0001019056-19-000664 · ownership.xml · nonDerivative · entry 2

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 476,528

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:12 UTC LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 PurchaseCommon Stock 9,889 $1.95 $19,283.55
Disclosure

SEC source: 0001019056-19-000664 · ownership.xml · nonDerivative · entry 1

Juniper Investment Company, LLC · CIK 0001794034 · 10% owner

Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner

MICHAS ALEXIS P · CIK 0001044005 · 10% owner

Bartholdson John A. · CIK 0001382909 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · Juniper Targeted Opportunity Fund, L.P.

Disclosed balance after: 462,302

F1 · ownership.nature: Represents securities held of record by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund").

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.