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: 11 Sep 2025, 19:30.
Mortimer Berkowitz III - 09 Sep 2025 Form 4 Insider Report for Alphatec Holdings, Inc. (ATEC)
- Reporting relationship
- Director
- Issuer ticker
- ATEC
- Reported as of
- 09 Sep 2025
- Net transaction value
- -$998,125
- SEC form
- 4
- Accepted by SEC
- 11 Sep 2025, 19:30:06 UTC
- Prior 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.
4 source fields
Reporting owner
1 detail
Key filing fact
Mortimer Berkowitz III filed Form 4 for Alphatec Holdings, Inc. (ATEC) on 11 Sep 2025.
Change
- Previous filing in this sequence was filed on 13 Jun 2025.
- Current net transaction value: -$998,125.
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
- 11 Sep 2025
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
ATEC
transaction
Common Stock
Sale
- Transaction value
- $998,125
- Shares
- -62,500
- Change %
- -9.2%
- Price
- $15.97
- Shares after
- 618,050
- Date
- 09 Sep 2025
- Ownership
- Direct
- Footnotes
- F1
ATEC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 24,802
- Date
- 09 Sep 2025
- Ownership
- By Spouse
- Footnotes
- F2
ATEC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 146,575
- Date
- 09 Sep 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
- 09 Sep 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
- 09 Sep 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
- 09 Sep 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
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.04, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
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.