Berkowitz Mortimer III
SEC CIK 1364333 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| ATEC | Alphatec Holdings, Inc. | Dir | 650.1K | $115.2K | $998.1K | 12 | 2022-06-07 | 2026-06-10 |
Most active insiders at ATEC, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Pelizzon David R | Dir, 10% | — | $20.57M |
| 2 | Pritzker Jennifer N. | 10% | — | $15.65M |
| 3 | Squadron Capital Holdings LLC | 10% | — | $15.65M |
| 4 | Squadron Capital LLC | 10% | — | $15.65M |
| 5 | Miles Patrick | CEO, Dir | $1.01M | $7.60M |
| 6 | Hunsaker Craig E | EVP, PEOPLE, CULTURE | — | $4.66M |
| 7 | Sponsel David | EVP, SALES | — | $4.47M |
| 8 | Lish Scott | COO | — | $4.32M |
| 9 | Rydin Jeffrey P | Dir | — | $3.86M |
| 10 | Marshall Tyson Eliot | GC, CORP. SEC | — | $3.05M |
| 16 | Berkowitz Mortimer III | Dir | — | — |
Transactions 12
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-12 17:30 | 2026-06-10 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | A - Grant | $0.00 | +32.0K | 650.1K | +5% | $0 | |
| 2025-09-11 | 2025-09-09 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | S - Sale | $15.97 | -62.5K | 618.0K | -9% | -$998.1K | |
| 2025-06-13 | 2025-06-11 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | A - Grant | $0.00 | +15.1K | 680.5K | +2% | $0 | |
| 2024-06-14 | 2024-06-12 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | A - Grant | $0.00 | +16.7K | 665.4K | +3% | $0 | |
| 2023-06-21 | 2023-06-20 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | A - Grant | $0.00 | +9,908 | 648.7K | +2% | $0 | |
| D | 2023-05-12 | 2023-05-12 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | F - Tax | $15.55 | -24.3K | 638.8K | -4% | -$377.8K |
| D | 2023-05-12 | 2023-05-12 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | M - OptEx | $3.50 | +107.9K | 663.1K | +19% | +$377.8K |
| DI | 2023-03-09 | 2023-03-07 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | M - OptEx | $3.50 | +107.9K | 634.9K | +20% | +$377.8K |
| DI | 2023-03-09 | 2023-03-07 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | F - Tax | $15.86 | -23.8K | 611.1K | -4% | -$377.8K |
| 2022-06-13 | 2022-06-09 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | P - Purchase | $7.20 | +16.0K | 555.1K | +3% | +$115.2K | |
| D | 2022-06-09 | 2022-06-07 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | M - OptEx | $2.00 | +200.0K | 539.1K | +59% | +$400.0K |
| DI | 2022-06-09 | 2022-06-09 | ATEC | Alphatec Holdings, Inc. | Berkowitz Mortimer III | Dir | M - OptEx | $2.00 | +200.0K | 527.0K | +61% | +$400.0K |
Purchase Sale Sale after option exercise All abbreviations