TC | 
Stat | 
Stk | 
Ins | 
Fil | 
+d | 
+w | 
+m | 
+q | 
+h | 
+y | 
avg | 
				
|---|---|---|---|---|---|---|---|---|---|---|---|
| S | %ret | 1 | 1 | 2 | 8 | 7 | -11 | -10 | -27 | -19 | -9 | 
| S | %wins | 0 | 50 | 100 | 50 | 50 | 50 | 50 | 
Filing Date | 
					T Date | 
					Ticker | 
					Issuer | Inc | 					Sector | 
					Ind | Industry |  
						Owner | 
						oSt | 
						Rel | 
						Title | 
					 
					T | 
					TVal | 
					Price | 
					L | 
					Qty | 
					oc | 
					Own | 
					H | 
					r2y | 
					r1y | 
					r6m | 
					r3m | 
					r6w | 
					r3w | 
					r7d | 
					r3d | 
					f1d | 
					f1w | 
					f1m | 
					f3m | 
					f6m | 
					f1y | 
				
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
9/11/25 19:30  | 9/9/25  | ATEC | Alphatec Holdings, Inc. | DE | Health | MdEq | Surgical & Medical Instrument | Berkowitz Mortimer III | CA | D | S | -998 | 15.97 | 0 | -63 | -5 | 1,229 | D | |||||||||||||||
11/30/12 18:01  | 11/28/12  | ATEC | Alphatec Holdings, Inc. | DE | Health | MdEq | Surgical & Medical Instrument | Berkowitz Mortimer III | NY | DT | S | -302 | 1.51 | 0 | -200 | -1 | 31,811 | I | -25 | -20 | -6 | -5 | -14 | -3 | -1 | -1 | 13 | 0 | -4 | 16 | 12 | 18 | |
4/22/10 17:12  | 4/21/10  | ATEC | Alphatec Holdings, Inc. | DE | Health | MdEq | Surgical & Medical Instrument | Berkowitz Mortimer III | NY | DT | S | -43,700 | 4.75 | 0 | -9,200 | -22 | 33,343 | I | 28 | 276 | 28 | 22 | 3 | -3 | 6 | 8 | 3 | 13 | -18 | -36 | -66 | -56 | 
| D | Derivative transaction in filing (usually option exercise) | 
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price | 
| A | Amended filing | 
| E | Error detected in filing | 
| S - Sale | Sale of securities on an exchange or to another person | 
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) | 
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company | 
| P - Purchase | Purchase of securities on an exchange or from another person |