Mortimer Berkowitz III
Insider
First SEC filing: June 2, 2006 · Latest: June 12, 2026
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 10, 2026 | ATEC | A | 32,012 | · | · | 650,062 Direct | +5.18% | Acquired | (price as of 2026-10-02) |
| Sept. 9, 2025 | ATEC | S | 62,500 | $15.97 | $998,125 | 618,050 Direct | -9.18% | Disposed | -37.2% (price as of 2026-10-02) |
| June 11, 2025 | ATEC | A | 15,131 | · | · | 680,550 Direct | +2.27% | Acquired | (price as of 2026-10-02) |
| June 12, 2024 | ATEC | A | 16,747 | · | · | 665,419 Direct | +2.58% | Acquired | (price as of 2026-10-02) |
| June 20, 2023 | ATEC | A | 9,908 | · | · | 648,672 Direct | +1.55% | Acquired | (price as of 2026-10-02) |
| May 12, 2023 | ATEC | M | 107,937 | $3.50 | $377,780 | 663,058 Direct | +19.44% | Acquired | 186.6% (price as of 2026-10-02) |
| May 12, 2023 | ATEC | F | 24,294 | $15.55 | $377,772 | 638,764 Direct | -3.66% | Disposed | -35.5% (price as of 2026-10-02) |
| May 12, 2023 | ATEC | M | 107,937 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 7, 2023 | ATEC | M | 107,937 | $3.50 | $377,780 | 634,922 Indirect | +20.48% | Acquired | 186.6% (price as of 2026-10-02) |
| March 7, 2023 | ATEC | F | 23,820 | $15.86 | $377,785 | 611,102 Indirect | -3.75% | Disposed | -36.8% (price as of 2026-10-02) |
| March 7, 2023 | ATEC | M | 107,937 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| June 9, 2022 | ATEC | P | 16,000 | $7.20 | $115,200 | 555,121 Direct | +2.97% | Acquired | 39.3% (price as of 2026-10-02) |
| June 9, 2022 | ATEC | M | 200,000 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| June 9, 2022 | ATEC | M | 200,000 | $2.00 | $400,000 | 526,985 Indirect | +61.16% | Acquired | 401.5% (price as of 2026-10-02) |
| June 7, 2022 | ATEC | M | 200,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| June 7, 2022 | ATEC | M | 200,000 | $2.00 | $400,000 | 539,121 Direct | +58.98% | Acquired | 401.5% (price as of 2026-10-02) |
| June 15, 2018 | ATEC | J | 8,396 | · | · | 339,121 Direct | +2.54% | Acquired | (price as of 2026-10-02) |
| June 15, 2018 | ATEC | J | 2,807 | · | · | 330,725 Direct | +0.86% | Acquired | (price as of 2026-10-02) |
| June 15, 2018 | ATEC | J | 1,742,546 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| June 15, 2018 | ATEC | J | 906,431 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| May 17, 2018 | ATEC | M | 400 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| May 17, 2018 | ATEC | M | 400 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 17, 2018 | ATEC | M | 126,985 | · | · | 326,985 Indirect | +63.49% | Acquired | (price as of 2026-10-02) |
| May 17, 2018 | ATEC | M | 126,985 | · | · | 327,918 Direct | +63.20% | Acquired | (price as of 2026-10-02) |
| March 8, 2018 | ATEC | A | 107,937 | · | · | 107,937 Indirect | · | Acquired | (price as of 2026-10-02) |
| March 8, 2018 | ATEC | A | 107,937 | · | · | 107,937 Direct | · | Acquired | (price as of 2026-10-02) |
| March 8, 2018 | ATEC | A | 400 | $1000.00 | $400,000 | 400 Indirect | · | Acquired | -99.0% (price as of 2026-10-02) |
| March 8, 2018 | ATEC | A | 400 | $1000.00 | $400,000 | 400 Direct | · | Acquired | -99.0% (price as of 2026-10-02) |
| Oct. 27, 2017 | ATEC | M | 200,000 | · | · | 200,933 Direct | +21436.23% | Acquired | (price as of 2026-10-02) |
| Oct. 27, 2017 | ATEC | M | 200,000 | · | · | 200,000 Indirect | · | Acquired | (price as of 2026-10-02) |
| Oct. 27, 2017 | ATEC | M | 400 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Oct. 27, 2017 | ATEC | M | 400 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| March 29, 2017 | ATEC | A | 200,000 | · | · | 200,000 Indirect | · | Acquired | (price as of 2026-10-02) |
| March 29, 2017 | ATEC | A | 200,000 | · | · | 200,000 Direct | · | Acquired | (price as of 2026-10-02) |
| March 29, 2017 | ATEC | A | 400 | $1000.00 | $400,000 | 400 Indirect | · | Acquired | -99.0% (price as of 2026-10-02) |
| March 29, 2017 | ATEC | A | 400 | $1000.00 | $400,000 | 400 Direct | · | Acquired | -99.0% (price as of 2026-10-02) |
| Nov. 28, 2012 | ATEC | S | 100,000 | $1.51 | $151,000 | 10,777,173 Indirect | -0.92% | Disposed | -44.6% (price as of 2026-10-02) |
| Nov. 28, 2012 | ATEC | S | 100,000 | $1.51 | $151,000 | 21,010,565 Indirect | -0.47% | Disposed | -44.6% (price as of 2026-10-02) |
| March 7, 2012 | ATEC | J | 1,344,179 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| April 21, 2010 | ATEC | S | 9,200,000 | $4.75 | $43,700,000 | 33,331,917 Indirect | -21.63% | Disposed | -82.4% (price as of 2026-10-02) |
| March 26, 2010 | ATEC | A | 22,500,271 | · | · | 42,531,917 Indirect | +112.32% | Acquired | (price as of 2026-10-02) |
| June 4, 2009 | ATEC | P | 3,937,007 | $2.54 | $9,999,998 | 20,031,646 Indirect | +24.46% | Acquired | -67.1% (price as of 2026-10-02) |
| Aug. 8, 2008 | ATEC | P | 5,000 | $4.96 | $24,800 | 16,105,839 Direct | +0.03% | Acquired | -83.1% (price as of 2026-10-02) |
| Nov. 20, 2007 | ATEC | A | 12,500 | $4.19 | $52,375 | 16,100,839 Direct | -0.08% | Disposed | -80.1% (price as of 2026-10-02) |
| Sept. 26, 2007 | ATEC | P | 2,750,000 | $3.45 | $9,487,500 | 16,100,839 Indirect | +20.60% | Acquired | -75.8% (price as of 2026-10-02) |
| June 14, 2007 | ATEC | P | 4,200 | $3.60 | $15,120 | 13,350,839 Direct | +0.03% | Acquired | -76.8% (price as of 2026-10-02) |
| Aug. 11, 2006 | ATEC | P | 1,800 | $5.89 | $10,602 | 13,346,639 Direct | +0.01% | Acquired | -85.8% (price as of 2026-10-02) |
| Aug. 10, 2006 | ATEC | P | 200 | $5.49 | $1,098 | 13,346,639 Direct | 0.00% | Acquired | -84.8% (price as of 2026-10-02) |
| June 7, 2006 | ATEC | J | 154,009 | · | · | 13,344,639 Indirect | +1.17% | Acquired | (price as of 2026-10-02) |
| June 7, 2006 | ATEC | J | 1,557,200 | · | · | 1,557,200 Indirect | · | Acquired | (price as of 2026-10-02) |
| June 7, 2006 | ATEC | C | 3,258,664 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| June 7, 2006 | ATEC | J | 131,277 | · | · | 1,458,631 Indirect | +9.89% | Acquired | (price as of 2026-10-02) |
| June 7, 2006 | ATEC | J | 152,368 | · | · | 13,326,406 Indirect | +1.16% | Acquired | (price as of 2026-10-02) |
| June 7, 2006 | ATEC | C | 11,633,430 | · | · | 13,174,038 Indirect | +755.12% | Acquired | (price as of 2026-10-02) |
| June 7, 2006 | ATEC | J | 1,327,354 | · | · | 1,327,354 Indirect | · | Acquired | (price as of 2026-10-02) |
| June 7, 2006 | ATEC | J | 1,540,608 | · | · | 1,540,608 Indirect | · | Acquired | (price as of 2026-10-02) |
| June 7, 2006 | ATEC | J | 4,000,000 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 12, 2023 | ATEC | Warrants (right to buy) | Common Stock | $3.50 | May 17, 2023 | 107,937 | Disposed |
| March 7, 2023 | ATEC | Warrants (right to buy) | Common Stock | $3.50 | May 17, 2023 | 107,937 | Disposed |
| June 9, 2022 | ATEC | Warrants (right to buy) | Common Stock | $2.00 | June 15, 2022 | 200,000 | Disposed |
| June 7, 2022 | ATEC | Warrants (right to buy) | Common Stock | $2.00 | June 15, 2022 | 200,000 | Disposed |
| May 17, 2018 | ATEC | Series B Convertible Preferred Stock | Common Stock | · | · | 400 | Disposed |
| May 17, 2018 | ATEC | Series B Convertible Preferred Stock | Common Stock | · | · | 400 | Disposed |
| March 8, 2018 | ATEC | Warrants (right to buy) | Common Stock | $3.50 | · | 107,937 | Acquired |
| March 8, 2018 | ATEC | Warrants (right to buy) | Common Stock | $3.50 | · | 107,937 | Acquired |
| March 8, 2018 | ATEC | Series B Convertible Preferred Stock | Common Stock | · | · | 400 | Acquired |
| March 8, 2018 | ATEC | Series B Convertible Preferred Stock | Common Stock | · | · | 400 | Acquired |
| Oct. 27, 2017 | ATEC | Series A Convertible Preferred Stock | Common Stock | $0.00 | · | 400 | Disposed |
| Oct. 27, 2017 | ATEC | Series A Convertible Preferred Stock | Common Stock | $0.00 | · | 400 | Disposed |
| March 29, 2017 | ATEC | Warrants (right to buy) | Common Stock | $2.00 | · | 200,000 | Acquired |
| March 29, 2017 | ATEC | Warrants (right to buy) | Common Stock | $2.00 | · | 200,000 | Acquired |
| March 29, 2017 | ATEC | Series A Convertible Preferred Stock | Common Stock | $2.00 | · | 400 | Acquired |
| March 29, 2017 | ATEC | Series A Convertible Preferred Stock | Common Stock | $2.00 | · | 400 | Acquired |
| June 7, 2006 | ATEC | Series B Common Stock | Common Stock | · | · | 3,258,664 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.