Mortimer III Berkowitz
CIK 1364333 · Chairman · last filed 2025-09-11
"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.
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Disclosed Exposure
$5.32M
Companies
1
Total Filings
22
Lifetime Open-Market Net
-$25.36M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| 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 · Page 2 of 3
22 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2018-03-12 | ATEC | Grant (A) | — | $0 | EDGAR |
| 2017-10-31 | ATEC | Exer (M) | +400,000 | $0 | EDGAR |
| 2017-03-31 | ATEC | Grant (A) | — | $0 | EDGAR |
| 2012-11-30 | ATEC | Sell (S) | −200,000 | -$302.0K | EDGAR |
| 2012-03-09 | ATEC | Other (J) | −1,344,179 | $0 | EDGAR |
| 2010-04-22 | ATEC | Sell (S) | −9,200,000 | -$43.70M | EDGAR |
| 2010-04-12 | ATEC | Grant (A) | +22,500,271 | $0 | EDGAR |
| 2009-06-08 | ATEC | Buy (P) | +3,937,007 | $10.00M | EDGAR |
| 2008-11-06 | ATEC | Buy (P) | +5,000 | $24.8K | EDGAR |
| 2007-11-23 | ATEC | Grant (A) | −12,500 | -$52.4K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.