Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xtant Medical Holdings, Inc.XTNT · Entity 7196 | Director | August 15, 2024 | August 19, 2024 |
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.
Xtant Medical Holdings, Inc.
Report date August 15, 2024 · Filed August 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 353,124 |
Reported balance
After 2024-08-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-08-15 · Grant · Acquired 162,162 · Balance 353,124 F1: These shares are subject to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, and vest and become issuable on August 15, 2025, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. F2: Includes 162,162 shares to be issued upon vesting pursuant to restricted stock unit awards granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are subject to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, and vest and become issuable on August 15, 2025, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date.
F2: Includes 162,162 shares to be issued upon vesting pursuant to restricted stock unit awards granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the vesting dates.
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 |
|---|---|---|---|---|---|---|
| August 15, 2024 Filed Aug 19, 2024 20:57 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 162,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001235802-24-000070 · primary_doc.xml · nonDerivative · entry 1 MITCHELL-KELLER LORI D · CIK 0001242852 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 353,124 F1 · shares: These shares are subject to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, and vest and become issuable on August 15, 2025, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. F2 · balance_after: Includes 162,162 shares to be issued upon vesting pursuant to restricted stock unit awards granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the vesting dates. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:32 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantStock Option (right to buy) · Derivative | 28,230 | $0.00 Strike: $1.20 | $0.00 |
DisclosureSEC source: 0001235802-23-000093 · primary_doc.xml · derivative · entry 2 MITCHELL-KELLER LORI D · CIK 0001242852 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,230 Underlying: Common Stock · 28,230 shares Expires 2033-08-15 F3 · derivative.exercise_date: This option vests on August 15, 2024, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:32 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 145,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001235802-23-000093 · primary_doc.xml · nonDerivative · entry 1 MITCHELL-KELLER LORI D · CIK 0001242852 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,962 F1 · shares: These shares are subject to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan, and vest and become issuable on August 15, 2024, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. F2 · balance_after: Includes 145,180 shares to be issued upon vesting pursuant to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. 2023 Equity Incentive Plan and 45,782 shares to be issued upon vesting pursuant to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2018 Equity Incentive Plan, all conditioned upon the Reporting Person remaining a director of Xtant through the vesting dates. Read SEC document |
| June 15, 2023 Filed Jun 15, 2023 20:14 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 45,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001235802-23-000067 · primary_doc.xml · nonDerivative · entry 1 MITCHELL-KELLER LORI D · CIK 0001242852 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,782 F1 · shares: These shares are subject to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. Second Amended and Restated 2018 Equity Incentive Plan, (as amended from time to time), and vest and become issuable on June 15, 2024, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. F1 · balance_after: These shares are subject to a restricted stock unit award granted under the Xtant Medical Holdings, Inc. Second Amended and Restated 2018 Equity Incentive Plan, (as amended from time to time), and vest and become issuable on June 15, 2024, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. 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.