Comparable stake leader
Squadron Capital LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001350653.
Comparable stake leader
Squadron Capital LLC
Disclosed value leader
Squadron Capital LLC
Comparable rows
2/50
Latest evidence
10 Sep 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
2 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Squadron Capital LLC |
13D/G
3/4/5
Jennifer N. Pritzker · 10%+ Owner
|
8.9%
Reported 13D/G
· 15 Dec 2025
|
$259,293,623
13,215,781 shares
|
$0 | 15 Dec 2025 |
| L-5 Healthcare Partners, LLC |
3/4/5
13D/G
Director by deputization, 10%+ Owner
|
5%
Reported 13D/G
· 23 Apr 2025
|
$166,223,070
11,081,538 shares
|
— | 10 May 2023 |
| Jennifer N. Pritzker |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$225,036,896
10,703,045 shares
|
-$15,650,098 | 08 Dec 2025 |
| Squadron Capital Holdings LLC |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$223,865,296
10,645,045 shares
|
-$15,650,098 | 08 Dec 2025 |
| Paul Segal |
3/4/5
Director
|
—
denominator unverified
|
$147,384,455
11,081,538 shares
|
— | 15 Jun 2023 |
| David R. Pelizzon |
3/4/5
Director
|
—
denominator unverified
|
$117,219,857
10,773,884 shares
|
-$20,565,098 | 10 Jun 2026 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$97,975,756
11,326,677 shares
|
— | 30 Jun 2026 |
| BRAIDWELL LP |
13F
Company
|
—
denominator unverified
|
$56,496,947
6,531,439 shares
|
— | 30 Jun 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$93,755,096.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 115,000 | 8,168 | $1,013,150 | $78,821 | +$934,329 |
| 3-6 | 135,000 | 6,050 | $996,192 | $48,460 | +$947,732 |
| 6-9 | 0 | 806,761 | $0 | $10,170,578 | -$10,170,578 |
| 9-12 | 0 | 4,153,342 | $0 | $85,466,578 | -$85,466,578 |
Reporting owners
Showing 1-20 of 30 reporting-owner rows connected to Alphatec Holdings, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jennifer N. Pritzker | 10%+ Owner | $225,036,896 | -$15,650,098 | -6.5% | Mixed | 08 Dec 2025 |
| Squadron Capital LLC | 10%+ Owner | $223,865,296 | -$15,650,098 | -6.5% | Filing P/S | 08 Dec 2025 |
| Squadron Capital Holdings LLC | 10%+ Owner | $223,865,296 | -$15,650,098 | -6.5% | Filing P/S | 08 Dec 2025 |
| L-5 Healthcare Partners, LLC | Director by deputization, 10%+ Owner | $166,223,070 | Mixed | 10 May 2023 | ||
| Paul Segal | Director | $147,384,455 | Mixed | 15 Jun 2023 | ||
| David R. Pelizzon | Director | $117,219,857 | -$20,565,098 | -15% | Mixed | 10 Jun 2026 |
| Patrick Miles | CEO, Director | $54,178,969 | -$5,194,850 | -8.7% | Mixed | 10 Sep 2026 |
| Ward W. Woods Jr. | Director | $28,008,326 | Mixed | 11 Jun 2025 | ||
| James L. L. Tullis | Director | $25,761,387 | Mixed | 31 Dec 2023 | ||
| Craig E. Hunsaker | Evp, People & Culture | $23,243,953 | -$4,664,627 | -17% | Mixed | 06 Mar 2026 |
| Mortimer Berkowitz III | Director | $16,728,085 | Mixed | 09 Sep 2025 | ||
| Scott Lish | Chief Operating Officer | $10,033,159 | -$4,323,903 | -30% | Filing P/S | 13 Mar 2026 |
| Brian Snider | Evp, Marketing | $9,830,730 | Mixed | 05 Aug 2022 | ||
| Kelli M. Howell | Evp, Clinical Strategies | $8,101,470 | Mixed | 05 Aug 2022 | ||
| Jeffrey P. Rydin | Director | $7,446,720 | -$3,864,000 | -34% | Filing P/S | 03 Nov 2025 |
| John Todd Koning | Chief Financial Officer | $7,424,911 | -$986,192 | -12% | Filing P/S | 13 Mar 2026 |
| Evan Bakst | Director | $6,657,322 | Mixed | 23 Aug 2024 | ||
| Quentin S. Blackford | Director | $6,532,145 | Mixed | 10 Jun 2026 | ||
| David Sponsel | Evp, Sales | $6,321,748 | -$4,472,266 | -41% | Filing P/S | 11 Mar 2026 |
| Tyson E. Marshall | General Counsel & Corp. Sec. | $6,083,340 | -$3,045,596 | -33% | Filing P/S | 05 Aug 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Thomas Andrew Carls | ATEC | Common Stock | Award | 7936.5% | 200,000 | 202,520 | 05 Oct 2026 | Direct | ||
| Patrick Miles | ATEC | Common Stock | Purchase | 1.99% | $1,013,150 | $8.81 | 115,000 | 5,893,551 | 10 Sep 2026 | Direct |
| Tyson E. Marshall | ATEC | Common Stock | Sale | -1.28% | $78,821 | $9.65 | -8,168 | 630,398 | 05 Aug 2026 | Direct |
| Karen K. Mcginnis | ATEC | Common Stock | Sale | -6.01% | $48,460 | $8.01 | -6,050 | 94,671 | 11 Jun 2026 | Direct |
| Karen K. Mcginnis | ATEC | Common Stock | Award | 46.6% | 32,012 | 100,721 | 10 Jun 2026 | Direct | ||
| Quentin S. Blackford | ATEC | Common Stock | Award | 5.63% | 32,012 | 600,381 | 10 Jun 2026 | Direct | ||
| Keith Valentine | ATEC | Common Stock | Award | 13.8% | 32,012 | 264,283 | 10 Jun 2026 | Direct | ||
| David R. Pelizzon | ATEC | Common Stock | Award | 9.23% | 32,012 | 378,839 | 10 Jun 2026 | Direct | ||
| David M. Demski | ATEC | Common Stock | Award | 8.01% | 32,012 | 431,635 | 10 Jun 2026 | Direct | ||
| Mortimer Berkowitz III | ATEC | Common Stock | Award | 5.18% | 32,012 | 650,062 | 10 Jun 2026 | Direct | ||
| Keith Valentine | ATEC | Common Stock | Purchase | 17.7% | $245,000 | $7.00 | 35,000 | 232,271 | 11 May 2026 | Direct |
| Keith Valentine | ATEC | Common Stock | Purchase | 28.6% | $330,606 | $7.54 | 43,847 | 197,271 | 08 May 2026 | Direct |
| Keith Valentine | ATEC | Common Stock | Purchase | 57.7% | $420,586 | $7.49 | 56,153 | 153,424 | 07 May 2026 | Direct |
| Tyson E. Marshall | ATEC | Common Stock | Tax liability | -3.53% | -23,393 | 638,566 | 07 Apr 2026 | Direct | ||
| Tyson E. Marshall | ATEC | Common Stock | Options Exercise | 18.3% | 102,500 | 661,959 | 07 Apr 2026 | Direct | ||
| Tyson E. Marshall | ATEC | Employee Stock Option (right to buy) | Options Exercise | -100% | -87,500 | 0 | 07 Apr 2026 | Direct | ||
| John Todd Koning | ATEC | Common Stock | Sale | -11.7% | $986,192 | $12.36 | -79,789 | 600,721 | 13 Mar 2026 | Direct |
| Scott Lish | ATEC | Common Stock | Sale | -24.2% | $3,204,580 | $12.30 | -260,535 | 815,704 | 13 Mar 2026 | Direct |
| David Sponsel | ATEC | Common Stock | Sale | -24.4% | $2,046,419 | $12.52 | -163,452 | 504,932 | 11 Mar 2026 | Direct |
| Craig E. Hunsaker | ATEC | Common Stock | Gift | -0.03% | -600 | 1,725,609 | 09 Mar 2026 | Direct | ||
| Craig E. Hunsaker | ATEC | Common Stock | Sale | -4.58% | $1,030,424 | $12.45 | -82,765 | 1,726,209 | 09 Mar 2026 | Direct |
| Craig E. Hunsaker | ATEC | Common Stock | Sale | -1.82% | $410,616 | $12.22 | -33,602 | 1,808,974 | 06 Mar 2026 | Direct |
| John Todd Koning | ATEC | Common Stock | Tax liability | -9.2% | -68,910 | 680,510 | 05 Mar 2026 | Direct | ||
| Patrick Miles | ATEC | Common Stock | Tax liability | -3.66% | -219,749 | 5,778,551 | 05 Mar 2026 | Direct | ||
| Tyson E. Marshall | ATEC | Common Stock | Sale | -13.7% | $1,109,549 | $12.49 | -88,835 | 559,459 | 05 Mar 2026 | Direct |
| Tyson E. Marshall | ATEC | Common Stock | Award | 87.7% | 302,852 | 648,294 | 25 Feb 2026 | Direct | ||
| Tyson E. Marshall | ATEC | Restricted Stock Units | Award | 84,918 | 42,459 | 25 Feb 2026 | Direct | |||
| David Sponsel | ATEC | Common Stock | Award | 91.2% | 318,884 | 668,384 | 25 Feb 2026 | Direct | ||
| David Sponsel | ATEC | Restricted Stock Units | Award | 93,410 | 46,705 | 25 Feb 2026 | Direct | |||
| John Todd Koning | ATEC | Common Stock | Award | 81.2% | 335,868 | 749,420 | 25 Feb 2026 | Direct | ||
| John Todd Koning | ATEC | Restricted Stock Units | Award | 110,394 | 55,197 | 25 Feb 2026 | Direct | |||
| Scott Lish | ATEC | Common Stock | Award | 74.5% | 459,480 | 1,076,239 | 25 Feb 2026 | Direct | ||
| Scott Lish | ATEC | Restricted Stock Units | Award | 127,378 | 63,689 | 25 Feb 2026 | Direct | |||
| Craig E. Hunsaker | ATEC | Common Stock | Award | 33.2% | 459,480 | 1,842,576 | 25 Feb 2026 | Direct | ||
| Craig E. Hunsaker | ATEC | Restricted Stock Units | Award | 127,378 | 63,689 | 25 Feb 2026 | Direct | |||
| Patrick Miles | ATEC | Common Stock | Award | 19.2% | 966,293 | 5,998,300 | 25 Feb 2026 | Direct | ||
| Patrick Miles | ATEC | Restricted Stock Units | Award | 305,706 | 152,853 | 25 Feb 2026 | Direct | |||
| Craig E. Hunsaker | ATEC | Common Stock | Tax liability | -2.89% | -41,105 | 1,383,096 | 12 Feb 2026 | Direct | ||
| Craig E. Hunsaker | ATEC | Common Stock | Options Exercise | 21.4% | 251,176 | 1,424,201 | 12 Feb 2026 | Direct | ||
| Craig E. Hunsaker | ATEC | Employee Stock Option (right to buy) | Options Exercise | -100% | -251,176 | 0 | 12 Feb 2026 | Direct | ||
| David Sponsel | ATEC | Common Stock | Sale | -14.7% | $833,261 | $13.79 | -60,425 | 349,500 | 05 Feb 2026 | Direct |
| Craig E. Hunsaker | ATEC | Common Stock | Sale | -3.09% | $549,536 | $14.71 | -37,358 | 1,173,025 | 03 Feb 2026 | Direct |
| Patrick Miles | ATEC | Common Stock | Sale | -1.91% | $2,101,000 | $21.01 | -100,000 | 5,135,398 | 05 Jan 2026 | Direct |
| Scott Lish | ATEC | Common Stock | Sale | -3.01% | $390,836 | $19.64 | -19,900 | 641,432 | 16 Dec 2025 | Direct |
| David R. Pelizzon | ATEC | Common Stock | Sale | -2.35% | $4,915,000 | $19.66 | -250,000 | 10,395,045 | 16 Dec 2025 | By Squadron Capital LLC |
| David M. Demski | ATEC | Common Stock | Sale | -6.98% | $636,000 | $21.20 | -30,000 | 399,623 | 11 Dec 2025 | Direct |
| Craig E. Hunsaker | ATEC | Common Stock | Sale | -2.53% | $679,051 | $20.84 | -32,584 | 1,256,558 | 10 Dec 2025 | Direct |
| David Sponsel | ATEC | Common Stock | Sale | -4.58% | $438,794 | $20.79 | -21,106 | 439,767 | 10 Dec 2025 | Direct |
| David R. Pelizzon | ATEC | Common Stock | Sale | -0.27% | $606,379 | $21.03 | -28,834 | 10,645,045 | 09 Dec 2025 | By Squadron Capital LLC |
| Squadron Capital LLC | ATEC | Common Stock | Sale | -0.27% | $606,379 | $21.03 | -28,834 | 10,645,045 | 09 Dec 2025 | Direct |