Mortimer Berkowitz Net Worth

The estimated Net Worth of Mortimer Iii Berkowitz is at least $47.6 Million dollars as of 12 May 2023. Mr. Berkowitz owns over 107,937 units of Alphatec Inc stock worth over $3,613,666 and over the last 18 years he sold ATEC stock worth over $44,002,000. In addition, he makes $0 as Lead Independent Director at Alphatec Inc.

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Mr. Berkowitz ATEC stock SEC Form 4 insiders trading

Mortimer has made over 12 trades of the Alphatec Inc stock since 2006, according to the Form 4 filled with the SEC. Most recently he exercised 107,937 units of ATEC stock worth $377,780 on 12 May 2023.

The largest trade he's ever made was selling 9,200,000 units of Alphatec Inc stock on 21 April 2010 worth over $43,700,000. On average, Mortimer trades about 778,640 units every 278 days since 2006. As of 12 May 2023 he still owns at least 663,058 units of Alphatec Inc stock.

You can see the complete history of Mr. Berkowitz stock trades at the bottom of the page.

Mortimer Berkowitz biography

Mortimer Berkowitz III serves as Lead Independent Director of the Company. He is President and Chief Executive Officer of InnovaHealth Partners, LP, a private equity firm he founded in January 2017. Mr. Berkowitz also is a Managing Member of HGP, LLC - the general partner of HealthpointCapital Partners, LP, a private equity firm - and President, a member of the Board of Managers and a Managing Director of HealthpointCapital, LLC. He has held the position with HGP, LLC from its formation in August 2002, the positions of Managing Director and member of the Board of Managers of HealthpointCapital, LLC from its formation in July 2002 and the position of President of HealthpointCapital, LLC beginning February 2005. From 1990 to 2002, Mr. Berkowitz was Managing Director and co-founder of BPI Capital Partners, LLC, a private equity firm. Prior to 1990, Mr. Berkowitz spent 11 years in the investment banking industry with Goldman, Sachs & Co. (1979-1982), Lehman Brothers Incorporated (1982-1987) and Merrill Lynch & Co. (1987-1990). He has served as Chairman of the Board of Directors of Blue Belt Holdings, Inc., a surgical robotics company, since 2011, a director of BioHorizons, Inc., a dental implant company, since 2006, a director of OrthoSpace, a sports medicine company, since 2015, and a director of ProSomnus, Inc., a sleep technology company, since 2006, all of which are or were (prior to acquisition) HealthpointCapital portfolio companies. He has also served as chairman of Koelis, S.A., a prostate cancer diagnosis and treatment company since 2019 and as a director of Radiaction Medical, a radiation protection technology, since January 2020, both of which are InnovaHealth Partners portfolio companies. He also serves on the Leadership Council of the Harvard School of Public Health. Mr. Berkowitz earned an M.B.A. degree from the Columbia Graduate School of Business and a B.A. degree from Harvard.

How old is Mortimer Berkowitz?

Mortimer Berkowitz is 66, he's been the Lead Independent Director of Alphatec Inc since 2017. There are 2 older and 24 younger executives at Alphatec Inc. The oldest executive at Alphatec Holdings Inc is Ward Woods, 77, who is the Independent Director.

What's Mortimer Berkowitz's mailing address?

Mortimer's mailing address filed with the SEC is C/O ALPHATEC SPINE, INC., 1950 CAMINO VIDA ROBLE, CARLSBAD, CA, 92008.

Insiders trading at Alphatec Inc

Over the last 18 years, insiders at Alphatec Inc have traded over $1,216,108,242 worth of Alphatec Inc stock and bought 24,460,197 units worth $141,338,962 . The most active insiders traders include Mortimer Iii Berkowitz, John Foster, and Llc Hgp. On average, Alphatec Inc executives and independent directors trade stock every 24 days with the average trade being worth of $1,610,824. The most recent stock trade was executed by Evan Bakst on 23 August 2024, trading 35,000 units of ATEC stock currently worth $201,600.

What does Alphatec Inc do?

as a medical technology company, we improve lives by providing innovative spine surgery solutions through our relentless pursuit of superior outcomes. we are dedicated to the design, development, launch and the delivery of spinal fusion products. we seek to accomplish this by working with spine surgeons to design and develop products and systems that address the entire spinal fusion procedure in the most effective and efficient way possible. our product designs and platforms provide innovation through a focus on simplifying procedures for the surgeon with the ultimate objective of superior outcomes. alphatec spine is seeking growth through innovation and continually developing technologies that will have a greater positive impact on patient care and outcomes. please visit our website for more information: www.alphatecspine.com

Complete history of Mr. Berkowitz stock trades at Alphatec Inc

Alphatec Inc executives and stock owners

Alphatec Inc executives and other stock owners filed with the SEC include:

• Patrick Miles,
  Chairman of the Board, President, Chief Executive Officer
• David Sponsel,
  Executive Vice President - Sales
• Jeffrey Black,
  Chief Financial Officer, Executive Vice President
• Patrick S. Miles,
  Exec. Chairman, CEO & Pres
• Craig Hunsaker,
  Executive Vice President - People & Culture, General Counsel
• David P. Sponsel,
  Exec. VP of Sales
• Craig E. Hunsaker,
  Exec. VP of People & Culture, Corp. Sec. and Gen. Counsel
• Donald Williams,
  Independent Director
• Ward Woods,
  Independent Director
• Quentin Blackford,
  Independent Director
• David Mowry,
  Independent Director
• Jeffrey Rydin,
  Director
• James Tullis,
  Independent Director
• Jason Hochberg,
  Independent Director
• Evan Bakst,
  Independent Director
• Karen McGinnis,
  Independent Director
• Josh Berg,
  IR Contact Officer
• David Pelizzon,
  Director
• Mortimer Berkowitz,
  Lead Independent Director
• Mark Ojeda,
  Executive Vice President - Cervical & Biologics
• Kelli Howell,
  Executive Vice President - Clinical Strategies
• Eric Dasso,
  Executive Vice President - Adjunctive Technologies
• Brian Snider,
  Executive Vice President - Marketing and Development
• Mark D. Ojeda,
  Exec. VP of Cervical & Biologics
• Kelli Mari Howell,
  Exec. VP of Clinical Strategies
• Dr. Luiz Pimenta,
  Chief Medical Officer
• Jonathan Allen,
  Exec. VP of Commercial Operations
• Brian R. Snider,
  Exec. VP of Marketing
• Scott Lish,
  Sr. VP of R&D
• J. Todd Koning,
  Chief Financial Officer
• Terry M. Rich,
  President & COO
• Leslie H Cross,
  Director
• Dennis Nelson,
  VP, Finance and Controller
• Stephen Oneil,
  Director
• Siri S Marshall,
  Director
• R Ian Molson,
  Director
• James Corbett,
  President and CEO
• Jonathan Allen,
  EVP, Commerical Operations
• Michael Joseph Plunkett,
  Chief Operating Officer
• Michael O'neill,
  CFO and Vice President
• John Foster,
  Director
• Ebun Garner,
  VP, Legal Affairs & Compliance
• Jennifer N. Pritzker,
  10% owner
• David M Demski,
  
• Keith Valentine,
  
• Healthcare Partners, Llc Se...,
  
• Mitsuo Asai,
  President, Alphatec Pacific
• Tom C Davis,
  Director
• James R Glynn,
  Director
• Rohit M Desai,
  Director
• Luke T Faulstick,
  Director
• William Patrick Ryan,
  Chief Operating Officer
• Partners Ii L P Healthpoint...,
  10% owner
• Ii, Llc Hgp,
  10% owner
• Ross Simmonds,
  Senior VP, Sales & Marketing
• Stephen Lubischer,
  VP, Sales
• Reinecke Steven,
  VP, Research & Development
• Richard Ravitch,
  Director
• Oliver Burckhardt,
  President, International
• Kermit P. Stott,
  VP, Operations
• Co Invest Vehicle Ii, L.P. ...,
  10% owner
• Peter C Wulff,
  CFO, VP and Treasurer
• Dirk Kuyper,
  President and CEO
• Brian Plotkin,
  VP, Information Technology
• Jens Peter Timm,
  VP, Research and Development
• Stephen Hochschuler,
  Director
• Corp Chubb,
  10% owner
• Partners Lp Healthpoint Cap...,
  10% owner
• Llc Hgp,
  10% owner
• Ii, Llchealthpointcapital P...,
  
• Herbert J Bellucci,
  VP, Manufacturing
• Stephen T D Dixon,
  CFO, VP and Treasurer
• Vicky Romanoski,
  Chief Admin Ofcr, VP & Scrty
• Insurance Co Federal,
  10% owner
• Daniel Lacienski,
  Executive VP, Operations
• Kimberly Bradshaw,
  VP, Physician Services
• Steven Yasbek,
  CFO, Treasurer and V.P.
• Shunshiro Yoshimi,
  
• Ronald Hiscock,
  President & CEO
• Scott Weise,
  VP, Business Dev. & Marketing
• Trent Northcutt,
  VP, Sales
• John Todd Koning,
  CHIEF FINANCIAL OFFICER
• Marie Meynadier,
  
• Elizabeth Ann Altman,
  
• Paul Segal,
  
• Tyson Eliot Marshall,
  GENERAL COUNSEL & CORP. SEC.
• Andy Barnett,
  Director
• Scott Lish,
  CHIEF OPERATING OFFICER