SEC ownership of SHOULDER INNOVATIONS, INC.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001699350.

Comparable stake leader

FMR LLC

Disclosed value leader

FMR LLC

Comparable rows

50/50

Latest evidence

26 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
FMR LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
26 Aug 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001699350
Issuer location
Grand Rapids, MI

Ownership snapshot

Top shareholders of SHOULDER INNOVATIONS, INC. (13F + 13D/G + 3/4/5)

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.

Comparable stake leader
FMR LLC
Disclosed value leader
FMR LLC
Comparable rows
50/50
Latest evidence
26 Aug 2026
13F 13D/G 3/4/5 Lead comparable stake: 18% 13D/G row: FMR LLC Showing 1-8 of 50 holder rows.

Quick read

FMR LLC leads the comparable SEC ownership view at 18%.

50 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.

Open SEC evidence Opens FMR LLC's linked filing trail.
Comparable ownership Top 5
FMR LLC 18%
Presidio Management Group XII, L.... 13%
Gilde Healthcare Holding B.V. 11%
LSV Associates II, LLC 9.3%
Arboretum Ventures VI, L.P. 5.8%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
FMR LLC
13F 13D/G
Company
18%
from 13D/G
$74,507,909
3,673,960 shares
30 Jun 2026
Presidio Management Group XII, L.L.C.
13D/G
Casey M. Tansey
13%
$34,396,877
2,740,787 shares
$0 30 Sep 2025
Gilde Healthcare Holding B.V.
3/4/5 13D/G
10%+ Owner
11%
from 13D/G
$49,401,656
2,185,914 shares
-$4,439,970 26 Aug 2026
LSV Associates II, LLC
13D/G 3/4/5
Former 10% Owner
9.3%
$23,658,457
1,885,136 shares
$0 30 Sep 2025
Arboretum Ventures VI, L.P.
13D/G
5.8%
1,163,891 shares
$0 01 Aug 2025
cultivate(MD) Holdings, LLC
13D/G
Ball Robert Joseph
3.6%
$11,156,265
767,809 shares
-$8,653,850 31 Mar 2026
Paul Buckman
3/4/5
Director
0.31%
$926,287
63,750 shares
26 Jun 2026
Jonathan E. Osborne
3/4/5
Chief Commercial Officer
0.29%
$1,223,999
60,355 shares
06 Aug 2026
How to read this table

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

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$4,916,331.

Buys
$362,700
Insiders: 3
Sells
$5,279,031
Insiders: 2
Net
-$4,916,331
Shares: -213,068
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 24,000 Shares: 237,068
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 237,068 $0 $5,279,031 -$5,279,031
3-6 5,200 0 $78,232 $0 +$78,232
6-9 9,200 0 $136,641 $0 +$136,641
9-12 9,600 0 $147,827 $0 +$147,827

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-14 of 14 reporting-owner rows connected to SHOULDER INNOVATIONS, INC.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
14
Largest Forms 3/4/5 holder
Gilde Healthcare Holding B.V.
Net 12M change
-$4,916,330
Latest report
26 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Gilde Healthcare Holding B.V. 10%+ Owner $49,401,656 -$4,439,970 -8.2% Filing P/S 26 Aug 2026
Casey M. Tansey Director, 10%+ Owner $39,896,922 Mixed 26 Jun 2026
Matthew Fraser Ahearn Chief Operating Officer, Director $5,220,946 -$839,060 -14% Filing P/S 14 Aug 2026
Robert Joseph Ball CEO & Executive Chairman, Director $4,359,561 +$263,156 +6.4% Mixed 30 Apr 2026
David Lawrence Blue Officer $1,694,763 Mixed 30 Jan 2026
Jonathan E. Osborne Chief Commercial Officer $1,223,999 Median 06 Aug 2026
Jeffrey S. Points Chief Financial Officer $1,062,448 +$84,704 +8.7% Mixed 13 Mar 2026
Paul Buckman Director $926,287 Mixed 26 Jun 2026
Kevin K. Sidow Director $364,063 Mixed 26 Jun 2026
Richard Buchholz Director $271,885 +$14,840 +5.8% Mixed 26 Jun 2026
Andrew Hykes Director $98,353 Mixed 26 Jun 2026
Geoffrey B. Pardo Director, 10%+ Owner Mixed 01 Aug 2025
Michael A. Carusi Director Mixed 01 Aug 2025
LSV Associates II, LLC Former 10% Owner Mixed 01 Aug 2025

Recent insider transactions for SHOULDER INNOVATIONS, INC.

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
Gilde Healthcare Holding B.V. SI Common Stock Sale -0.05% $27,030 $22.60 -1,196 2,185,914 26 Aug 2026 See footnote
Gilde Healthcare Holding B.V. SI Common Stock Sale -0.03% $15,404 $22.62 -681 2,187,110 24 Aug 2026 See footnote
Gilde Healthcare Holding B.V. SI Common Stock Sale -0.93% $463,867 $22.61 -20,516 2,187,791 21 Aug 2026 See footnote
Gilde Healthcare Holding B.V. SI Common Stock Sale -0.18% $88,140 $22.60 -3,900 2,208,307 20 Aug 2026 See footnote
Matthew Fraser Ahearn SI Common Stock Sale -5.49% $297,704 $20.99 -14,186 244,176 18 Aug 2026 Direct
Matthew Fraser Ahearn SI Common Stock Sale -3.12% $167,101 $20.10 -8,314 258,362 17 Aug 2026 Direct
Matthew Fraser Ahearn SI Common Stock Gift -0.93% -2,500 266,676 14 Aug 2026 Direct
Gilde Healthcare Holding B.V. SI Common Stock Sale -0.09% $47,347 $22.60 -2,095 2,212,207 06 Aug 2026 See footnote
Gilde Healthcare Holding B.V. SI Common Stock Sale -0.33% $166,132 $22.64 -7,338 2,214,302 05 Aug 2026 See footnote
Gilde Healthcare Holding B.V. SI Common Stock Sale -4.3% $2,272,719 $22.77 -99,812 2,221,640 04 Aug 2026 See footnote
Gilde Healthcare Holding B.V. SI Common Stock Sale -0.46% $244,155 $22.71 -10,751 2,321,452 03 Aug 2026 See footnote
Gilde Healthcare Holding B.V. SI Common Stock Sale -0.85% $455,373 $22.73 -20,034 2,332,203 31 Jul 2026 See Footnote
Gilde Healthcare Holding B.V. SI Common Stock Sale -1.19% $659,803 $23.36 -28,245 2,352,237 30 Jul 2026 See Footnote
Casey M. Tansey SI Common Stock Award 10.6% 5,046 52,712 26 Jun 2026 Direct
Kevin K. Sidow SI Common Stock Award 25.2% 5,046 25,056 26 Jun 2026 Direct
Andrew Hykes SI Common Stock Award 292.9% 5,046 6,769 26 Jun 2026 Direct
Paul Buckman SI Common Stock Award 8.6% 5,046 63,750 26 Jun 2026 Direct
Richard Buchholz SI Common Stock Award 36.9% 5,046 18,712 26 Jun 2026 Direct
Matthew Fraser Ahearn SI Common Stock Sale -1.52% $78,070 $18.84 -4,144 269,176 15 Jun 2026 Direct
Matthew Fraser Ahearn SI Common Stock Sale -5.48% $296,185 $18.68 -15,856 273,320 12 Jun 2026 Direct
Robert Joseph Ball SI Common Stock Options Exercise 3.45% 10,000 300,018 30 Apr 2026 Direct
Robert Joseph Ball SI Stock Option Options Exercise -3.13% -10,000 309,756 30 Apr 2026 Direct
Matthew Fraser Ahearn SI Common Stock Options Exercise 8.17% 21,664 286,765 20 Apr 2026 Direct
Matthew Fraser Ahearn SI Stock Option Options Exercise -71% -21,664 8,864 20 Apr 2026 Direct
Jeffrey S. Points SI Common Stock Purchase 2.91% $30,000 $15.00 2,000 70,785 13 Mar 2026 Direct
Jeffrey S. Points SI Common Stock Options Exercise 23.9% 13,264 68,785 13 Mar 2026 Direct
Jeffrey S. Points SI Stock Option Options Exercise -24% -13,264 42,004 13 Mar 2026 Direct
Paul Buckman SI Common Stock Tax liability -10.7% -7,006 58,704 13 Mar 2026 Direct
Paul Buckman SI Common Stock Options Exercise 226.8% 45,606 65,710 13 Mar 2026 Direct
Paul Buckman SI Stock Option Options Exercise -100% -45,606 0 13 Mar 2026 Direct
Richard Buchholz SI Common Stock Purchase 7.9% $14,840 $14.84 1,000 13,666 13 Mar 2026 Direct
Robert Joseph Ball SI Common Stock Purchase 0.8% $33,392 $15.18 2,200 278,866 13 Mar 2026 Direct
Robert Joseph Ball SI Common Stock Options Exercise 4.56% 12,062 276,666 06 Feb 2026 Direct
Robert Joseph Ball SI Stock Option Options Exercise -6.24% -12,062 181,376 06 Feb 2026 Direct
David Lawrence Blue SI Stock Option Award 88,450 88,450 30 Jan 2026 Direct
Robert Joseph Ball SI Stock Option Award 265,351 265,351 30 Jan 2026 Direct
Matthew Fraser Ahearn SI Stock Option Award 88,450 88,450 30 Jan 2026 Direct
Jeffrey S. Points SI Stock Option Award 126,357 126,357 30 Jan 2026 Direct
Jeffrey S. Points SI Common Stock Award 1.98% 1,076 55,521 31 Dec 2025 Direct
David Lawrence Blue SI Common Stock Award 0.75% 1,041 139,372 31 Dec 2025 Direct
Robert Joseph Ball SI Common Stock Award 1.4% 1,661 120,118 31 Dec 2025 Direct
Matthew Fraser Ahearn SI Common Stock Award 0.22% 477 215,856 31 Dec 2025 Direct
Robert Joseph Ball SI Common Stock Purchase 3.4% $58,075 $14.89 3,900 118,457 12 Dec 2025 Direct
Jeffrey S. Points SI Common Stock Purchase 1.88% $15,055 $14.98 1,005 54,445 12 Dec 2025 Direct
Robert Joseph Ball SI Common Stock Purchase 2.97% $48,934 $14.83 3,300 114,557 11 Dec 2025 Direct
Jeffrey S. Points SI Common Stock Purchase 1.9% $14,577 $14.65 995 53,440 11 Dec 2025 Direct
Jeffrey S. Points SI Common Stock Purchase 3.15% $25,072 $15.67 1,600 52,445 12 Sep 2025 Direct
David Lawrence Blue SI Common Stock Options Exercise 214.8% 94,394 138,331 12 Sep 2025 Direct
David Lawrence Blue SI Stock Option Options Exercise -100% -94,394 0 12 Sep 2025 Direct
Robert Joseph Ball SI Common Stock Purchase 5.7% $92,945 $15.49 6,000 111,259 12 Sep 2025 Direct
* marks a reported price that did not pass the local price check.
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