Key facts
- This page summarizes Mortimer Berkowitz III's Form 4 filing for Alphatec Holdings, Inc. (ATEC).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 12 Jun 2026, 17:30.
Mortimer Berkowitz III - 10 Jun 2025 Form 4 Insider Report for Alphatec Holdings, Inc. (ATEC)
- Reporting relationship
- Director
- Issuer ticker
- ATEC
- Reported as of
- 10 Jun 2025
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 12 Jun 2026, 17:30:08 UTC
- Prior SEC filing
- 14 Jun 2024
- Next SEC filing
- 13 Jun 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Tyson E. Marshall, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Mortimer Berkowitz III filed Form 4 for Alphatec Holdings, Inc. (ATEC) on 12 Jun 2026.
Change
- Previous filing in this sequence was filed on 14 Jun 2024.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001364333
Primary reporting owner
Berkowitz Mortimer III
- Relationship
- Director
- Address
- C/O ALPHATEC SPINE, INC., 1950 CAMINO VIDA ROBLE, CARLSBAD
- Signature
- /s/ Tyson E. Marshall, Attorney-in-Fact
- Signature date
- 12 Jun 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
ATEC
transaction
Common Stock
Award
- Transaction value
- Shares
- +32,012
- Change %
- +5.2%
- Price
- $0.000000*
- Shares after
- 650,062
- Date
- 10 Jun 2026
- Ownership
- Direct
- Footnotes
- F1
ATEC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 24,802
- Date
- 10 Jun 2025
- Ownership
- By Spouse
- Footnotes
- F2
ATEC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 146,575
- Date
- 10 Jun 2025
- Ownership
- By the Charlotte G. Berkowitz 2016 Trust
- Footnotes
- F2, F3
ATEC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 146,575
- Date
- 10 Jun 2025
- Ownership
- By the Thomas G. Berkowitz 2016 Trust
- Footnotes
- F2, F3
ATEC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 146,575
- Date
- 10 Jun 2025
- Ownership
- By the Hayward M. Berkowitz 2016 Trust
- Footnotes
- F2, F3
ATEC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 146,575
- Date
- 10 Jun 2025
- Ownership
- By the William W. Berkowitz 2016 Trust
- Footnotes
- F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
On June 10, 2026, issuer granted to the reporting person 32,012 restricted stock units. Each restricted stock unit represents a contingent right to receive one share of issuer's common stock. The restricted stock units vest on the earlier of (a) the next annual meeting of stockholders and (b) the death or resignation of the reporting person. In the event of death or resignation of the reporting person, the grant will vest pro-rata based on the number of actual days served by the reporting person from the time of the grant to such death or resignation, divided by 365.
Footnote F2
The reporting person expressly disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein.
Footnote F3
As one of two trustees of the identified trust, the reporting person may be deemed to be the beneficial owner of these shares.