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Berkowitz Mortimer III profile photo

Mortimer Berkowitz III

CIK: 0001364333

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)1 (33.3%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)2 (66.7%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

Alphatec Holdings, Inc. logo
ATEC

Alphatec Holdings, Inc.

Director

Discretionary Trading P&L

Holdings

Transaction History (3 total)

  • Alphatec Holdings, Inc. logo
    ATEC

    Alphatec Holdings, Inc.

    Jun 10, 2026
    Award(A)
    Direct
    32K shares-
  • Alphatec Holdings, Inc. logo
    ATEC

    Alphatec Holdings, Inc.

    Sep 9, 2025
    Sale(S)
    Direct
    62.5K shares at avg. $15.97$998K
  • Alphatec Holdings, Inc. logo
    ATEC

    Alphatec Holdings, Inc.

    Jun 11, 2025
    Award(A)
    Direct
    15.1K shares-

1-3 of 3

About Berkowitz Mortimer III

Berkowitz Mortimer III (SEC CIK 0001364333) files insider reports with the SEC as Director of Alphatec Holdings, Inc. (ATEC).

Signal8 holds 3 ownership filings by Berkowitz Mortimer III, all Form 4s, filed between Jun 13, 2025 and Jun 12, 2026. Those filings report 3 transactions, from Jun 11, 2025 to Jun 10, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Berkowitz Mortimer III's filings is in CARLSBAD, CA.

Recent filings by Berkowitz Mortimer III

  • Jun 10, 2026: Grant or award of ATEC shares (Form 4, code A).
  • Sep 9, 2025: Open-market sale of ATEC shares (Form 4, code S).
  • Jun 11, 2025: Grant or award of ATEC shares (Form 4, code A).

Other insiders filing for Alphatec Holdings, Inc. (ATEC)

How to read Form 4 transaction codes