Mortimer III Berkowitz
CIK 1364333 · Chairman · last filed 2025-09-11
Mortimer III Berkowitz is a Chairman who has filed 22 SEC Form 4 insider transactions across 1 company since 2007. The most recent filing shows the insider sold $998.1K of ATEC on Sep 11, 2025. Across all open-market trades the lifetime net is −$25.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $5.3M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$5.32M
1
22
-$25.36M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| ATEC | Director | 642,852 | $8.28 | $5.32M | -$25.36M | 22 | 2025-09-11 |
Recent Filings
22 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-09-11 | ATEC | Sell (S) | −62,500 | -$998.1K | EDGAR |
| 2025-06-13 | ATEC | Grant (A) | +15,131 | $0 | EDGAR |
| 2024-06-14 | ATEC | Grant (A) | +16,747 | $0 | EDGAR |
| 2023-06-21 | ATEC | Grant (A) | +9,908 | $0 | EDGAR |
| 2023-05-12 | ATEC | Mixed | +83,643 | $8 | EDGAR |
| 2023-03-09 | ATEC | Mixed | +84,117 | -$6 | EDGAR |
| 2022-06-13 | ATEC | Buy (P) | +16,000 | $115.2K | EDGAR |
| 2022-06-09 | ATEC | Exer (M) | +400,000 | $800.0K | EDGAR |
| 2018-06-19 | ATEC | Other (J) | −2,637,774 | $0 | EDGAR |
| 2018-05-21 | ATEC | Exer (M) | +253,970 | $0 | EDGAR |