Berkowitz Mortimer III — SEC Form 4 filings
SEC reporting owner CIK 1364333. 4 Form 4 filings on record with FilingPulse; latest filed 2026-06-12.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2024-06-14 to 2026-06-12. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 1 leg across 1 filing — 62,500 shares, $998,125 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 3.
- Largest priced transaction: sale of 62,500 shares @ $15.97 ($998,125) in Alphatec Holdings, Inc., filed 2025-09-11.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Alphatec Holdings, Inc. (ATEC) | Director | 4 | — | 1 leg · 62,500 sh · $998,125 | 3 |
Form 4 filings — Berkowitz Mortimer III
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-12 | 4 | Alphatec Holdings, Inc. (ATEC) | Grant/award (A): 32,012 @ $0 | EDGAR |
| 2025-09-11 | 4 | Alphatec Holdings, Inc. (ATEC) | Sale (S): 62,500 @ $15.97 | EDGAR |
| 2025-06-13 | 4 | Alphatec Holdings, Inc. (ATEC) | Grant/award (A): 15,131 @ $0 | EDGAR |
| 2024-06-14 | 4 | Alphatec Holdings, Inc. (ATEC) | Grant/award (A): 16,747 @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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