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ATEC · Alphatec Holdings, Inc.
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ATEC Alphatec (ATEC) Insider Trading, Ownership & Congress Trades

Medical Devices · Surgical & medical instruments & apparatus · CIK 0001350653
Quote by TradingView
C-suite buying · 1Form 144 · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
145
13F, latest reported quarter

What the filings say about ATEC

Insiders, 180 days
+$1.9M net bought
2 buyers · 2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$84.5K
1 notice

Alphatec insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Alphatec Holdings, Inc. insiders bought a net $1.9M of stock across 242 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Miles Patrick
CEO
BUY
2026-09-10 SEC
115,000
$1.0M
+2.7%
Context
  • 35 earlier Form 4 trades (code P or S) here by this insider (1 buy, 34 sales), the last on Jan 5, 2026.
  • The trade is 2.0% of the 5,893,551 shares held after it.
  • No other insider bought within 30 days.
  • 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO Miles Patrick bought about $1.0M of ATEC on Sep 10, 2026, the largest insider purchase at the company since 2021; 145 funds added in the latest 13F quarter.
Marshall Tyson Eliot
GENERAL COUNSEL & CORP. SEC.
SELL
2026-08-07 SECtraded 2026-08-05
8,168
$78.8K
+14.5%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Mar 5, 2026.
  • The trade is 1.3% of the 630,398 shares held after it.
  • No other insider sold within 30 days.
  • 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: GENERAL COUNSEL & CORP. SEC. Marshall Tyson Eliot sold about $78.8K of ATEC on Aug 5, 2026; 145 funds added in the latest 13F quarter.
MCGINNIS KAREN K
Director
SELL
2026-06-12 SECtraded 2026-06-11
6,050
$48.5K
+31.1%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Jun 11, 2025.
  • The trade is 6.4% of the 94,671 shares held after it.
  • No other insider sold within 30 days.
  • 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director MCGINNIS KAREN K sold about $48.5K of ATEC on Jun 11, 2026; 145 funds added in the latest 13F quarter.
Valentine Keith
Director
BUY
2026-05-11 SEC
35,000
$245.0K
+40.4%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on May 8, 2026.
  • +23.5% median (+23.5% mean) 90-day return after 3 previous buys.
  • The trade is 15.1% of the 232,271 shares held after it.
  • No other insider bought within 30 days.
  • 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Valentine Keith bought about $245.0K of ATEC on May 11, 2026; 145 funds added in the latest 13F quarter.
Valentine Keith
Director
BUY
2026-05-11 SECtraded 2026-05-08
43,847
$330.6K
+40.4%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on May 7, 2026.
  • +24.0% median (+24.0% mean) 90-day return after 2 previous buys.
  • The trade is 22.2% of the 197,271 shares held after it.
  • No other insider bought within 30 days.
  • 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Valentine Keith bought about $330.6K of ATEC on May 8, 2026; 145 funds added in the latest 13F quarter.
242 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 237 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$1.9M over 180 days
+$934.3K over 90 days
more than 96% of Medical Devices
Congress
no House purchase disclosed in the last 12 months
Funds
145 funds bought in last quarter
more than 75% of Medical Devices
Revenue
+25.0% year over year
more than 75% of Medical Devices
Margin
-18.8% net margin
below 52% of Medical Devices
Buybacks
no share repurchases reported
Short interest
11.5% of the float short (float per yahoo 2026-10-26) · 7.0 days to cover · settled 2026-09-30
more than 84% of Medical Devices
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch ATEC

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-31.6%12M
-56%-23%+10%+43%2025-102025-122026-022026-042026-062026-082026-10 2025-11-12 · Squadron Capital Holdings LLC sold $5.2M2025-11-12 · Pritzker Jennifer N. sold $5.2M2025-11-12 · Pelizzon David R sold $5.2M2025-11-12 · Squadron Capital LLC sold $5.2M2025-11-24 · Pritzker Jennifer N. sold $5.2M2025-11-24 · Squadron Capital Holdings LLC sold $5.2M2025-11-24 · Pelizzon David R sold $5.2M2025-11-24 · Squadron Capital LLC sold $5.2M2025-12-16 · Pelizzon David R sold $4.9M2025-12-08 · Pelizzon David R sold $4.7M2025-12-08 · Squadron Capital LLC sold $4.7M2025-12-08 · Squadron Capital Holdings LLC sold $4.7M2025-12-08 · Pritzker Jennifer N. sold $4.7M2025-11-03 · Rydin Jeffrey P sold $3.9M2026-03-13 · Lish Scott sold $3.2M2025-12-01 · Miles Patrick sold $2.2M2026-01-05 · Miles Patrick sold $2.1M2026-03-11 · Sponsel David sold $2.0M2025-10-31 · Hunsaker Craig E sold $2.0M2025-11-03 · Miles Patrick sold $1.9M2025-11-20 · Marshall Tyson Eliot sold $1.4M2025-10-24 · Sponsel David sold $1.1M2026-03-05 · Marshall Tyson Eliot sold $1.1M2026-03-09 · Hunsaker Craig E sold $1.0M2026-09-10 · Miles Patrick bought $1.0M2026-03-13 · Koning John Todd sold $986.2K2026-02-05 · Sponsel David sold $833.3K2025-12-10 · Hunsaker Craig E sold $679.1K2025-12-11 · Demski David M sold $636.0K2025-12-09 · Pelizzon David R sold $606.4K2025-12-09 · Squadron Capital LLC sold $606.4K2025-12-09 · Squadron Capital Holdings LLC sold $606.4K2025-12-09 · Pritzker Jennifer N. sold $606.4K2026-02-03 · Hunsaker Craig E sold $549.5K2025-11-20 · Lish Scott sold $495.0K2025-12-10 · Sponsel David sold $438.8K2026-05-07 · Valentine Keith bought $420.6K2026-03-06 · Hunsaker Craig E sold $410.6K2025-12-16 · Lish Scott sold $390.8K2026-05-08 · Valentine Keith bought $330.6K2025-12-05 · Marshall Tyson Eliot sold $278.4K2026-05-11 · Valentine Keith bought $245.0K2026-08-05 · TYSON MARSHALL filed to sell $84.5K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns ATEC: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
11,326,677 sh
$98.0M
BRAIDWELL LP
6,531,439 sh
$56.5M
AMERICAN CENTURY COMPANIES INC
6,521,659 sh
$56.4M
VANGUARD CAPITAL MANAGEMENT LLC
5,122,681 sh
$44.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.
3,536,538 sh
$30.6M

Congress trades in ATEC

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

ATEC planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
TYSON MARSHALL
Filed 2026-08-05
$84.5K

ATEC mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Motley Fool Small-Cap Growth ETF
$1.6M position · as of 2026-05-31
2.7%
Jacob Discovery Fund
$327.1K position · as of 2026-05-31
2.0%
abrdn Focused U.S. Small Cap Active ETF
$194.2K position · as of 2026-07-31
1.9%
State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF
$2.6M position · as of 2026-06-30
1.7%
abrdn U.S. Small Cap Equity Fund
$6.4M position · as of 2026-07-31
1.6%
Buffalo Mid Cap Growth Fund
$1.2M position · as of 2026-06-30
1.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.3M
$29.7M
$4.8M
+92%
+55%
2024
$6.2M
$4.1M
$2.9M
-75%
-27%
2023
$9.5M
$23.3M
$3.4M
+8%
+24%
2022
$5.9M
$7.4M
$2.3M
-31%
-1%
2021
$5.3M
$8.3M
$2.8M
-44%
+38%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $1.9M bought by insiders over 180 days, 145 funds added last quarter, $84.5K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
PENBLFSMTDSIBNWRBYISRGTXGDXCMEWTMDXOMIRMD

ATEC financials

Revenue growth
+25.0%
XBRL, annual
Net margin
-18.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$815.1M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-13.5%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$2.3M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Cash flow to debt
0.10x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
-1,880%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-13.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-8.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$2.1B
market value at close 2026-10-27 on 2026-07-28 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
+0.1%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$764.2M$611.6M$482.3M$350.9M
Gross profit$531.9M$424.3M$310.2M$233.1M
Operating income-$82.1M-$136.2M-$173.4M-$147.0M
Net income-$143.4M-$162.1M-$186.6M-$151.3M
EPS (diluted)-0.96-1.13-1.54-1.46
Operating cash flow$45.2M-$44.7M-$78.5M-$75.1M
Cash$160.8M$138.8M$221.0M$84.7M
Long-term debt$501.4M$574.5M$511.0M$349.5M
SEC XBRL, fiscal years, as known on 2026-10-28

ATEC Stock Sonar score 6/7 axes

Find similar shapesCompare

ATEC ranks highest on insider conviction (85th percentile) and growth (75th), and lowest on profitability (37th), among Medical Devices peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
37
Inputs
  • Return on equity-1880% · 2 pct, sector of 183
  • Return on assets-13.9% · 51 pct, sector of 214
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-8.3% · 57 pct, sector of 188
Financial health
60
Inputs
  • Debt to equityequity is zero or negative, the ratio has no meaning
  • Cash flow to debt0.10x · 60 pct, sector of 150
Growth
75
Inputs
  • Revenue growth, YoY+25.0% · 75 pct, sector of 219
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
85
Inputs
  • Net Form 4 buying (codes P and S), 180d$1.9M · 96 pct, sector of 140
  • Insider buyers, 180d2 · 74 pct, sector of 142
Institutional and government
75
Inputs
  • Funds adding, latest quarter145 · 75 pct, sector of 191
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
68
Inputs
  • Short interest, % of float+11.5% · 15 pct, sector of 240
  • Recalls per $1B revenue, 3y0.00 per $1B · 100 pct, sector of 116
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+3.9% · 87 pct, sector of 198
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

ATEC filings, in plain words

Are Alphatec insiders buying or selling ATEC?

In the 180 days to 2026-10-28, Alphatec insiders were net buyers, a net $1.9M: $2.0M of purchases and $127.3K of sales reported on Form 4, by 2 buyers and 2 sellers.

Are there planned insider sales of ATEC?

Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $84.5K of stock; the latest, by TYSON MARSHALL, was filed 2026-08-05.

Read the full summary

In the 180 days to 2026-10-28, Alphatec insiders were net buyers of ATEC, a net $1.9M across purchases and sales reported on Form 4 by 2 buyers and 2 sellers. Purchases outweighed sales more than tenfold by value. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $84.5K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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