ATEC on Nasdaq
Alphatec Holdings, Inc.
In its 2026 annual report the company says: “We are a medical technology company, headquartered in Carlsbad, California, focused on the design, development, and advancement of technology for better surgical treatment of spine disorders.”4 Its shares trade on Nasdaq under the symbol ATEC.2
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Last updated Oct 21, 2026.
Overview
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- TickerATEC on Nasdaq2
- IndustrySurgical & Medical Instruments & Apparatus2
- HeadquartersCarlsbad, United States2
- Incorporated inDE3
- Business address1950 Camino Via Roble, Carlsbad, Ca3
- Filer categoryLarge accelerated filer3
- Legal formCorporation2
- LEI549300EZE8CQ8K65FS242
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O CORPORATION SERVICE COMPANY, 19808 Wilmington, United States2
- Registered withDivision of Corporations, Department of State, 39353222
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We are a medical technology company, headquartered in Carlsbad, California, focused on the design, development, and advancement of technology for better surgical treatment of spine disorders. By applying our unique, 100% spine focus and deep industry know-how, we aim to revolutionize spine surgery through clinical distinction. The sophisticated approaches that we create from the ground up integrate with our expanding InformatiX ™ ("IX") platform to objectively inform surgery and achieve the goals of spine surgery more predictably and more reproducibly. We have a comprehensive product portfolio designed to address the spine’s various pathologies and we are perpetually innovating to accomplish our vision to be the standard bearer in spine.4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
69.6%Gross margin5
-10.7%Operating margin5
-18.8%Net margin5
25.0%Revenue growth, 20255
-1153.7%Return on equity5
40.35×Debt to equity5
$2.8MFree cash flow5
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Regions
United States brought in 94% of the revenue Alphatec Holdings, Inc. broke down this way in fiscal 2025.
Regions by year
| Regions | 2023 | 2024 | 2025 |
|---|---|---|---|
| United States | $445.4M | $571.3M | $716.1M |
| Outside the United States | $36.9M | $40.3M | $48.0M |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Cost of revenue30¢$232.3M
- Selling, general and admin64¢$498.5M
- Interest6¢$45.9M
- Income tax0¢$45.0K
Out of $764.2M in revenue.5 The company lost money this year.
Where each dollar of operating cash went, fiscal 2025
- Capital spending94¢$42.5M
- Kept or used elsewhere6¢$2.8M
Out of $45.2M of cash from operations.5
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Revenue | $764.2M | $611.6M | $482.3M |
| Cost of sales | $232.3M | $187.3M | $172.1M |
| Gross profit | $531.9M | $424.3M | $310.2M |
| Research and development | $76.3M | $80.7M | $70.1M |
| Sales, general and administrative | $498.5M | $450.2M | $374.1M |
| Litigation-related expenses | $23.8M | $9.8M | $22.3M |
| Amortization of acquired intangible assets | $15.1M | $16.3M | $14.3M |
| Transaction-related expenses | $0 | $210.0K | $2.1M |
| Restructuring expenses | $378.0K | $3.2M | $719.0K |
| Total operating expenses | $614.0M | $560.4M | $483.6M |
| Operating loss | -$82.1M | -$136.2M | -$173.4M |
| Interest expense, net | -$45.9M | -$24.9M | -$16.6M |
| Loss on debt extinguishment | -$17.6M | $0 | $0 |
| Gain on derivative liability | $620.0K | $0 | $0 |
| Other income (expense), net | $1.6M | -$1.0M | $3.1M |
| Total other expense, net | -$61.3M | -$25.9M | -$13.5M |
| Net loss before taxes | -$143.4M | -$162.1M | -$186.9M |
| Income tax (benefit) provision | -$45.0K | $50.0K | -$277.0K |
| Net loss | -$143.4M | -$162.1M | -$186.6M |
| Net loss per share, basic | -$0.96 | -$1.13 | -$1.54 |
| Net loss per share, diluted | -$0.96 | -$1.13 | -$1.54 |
| Weighted average shares outstanding, basic | 150.1M shares | 142.9M shares | 121.2M shares |
| Weighted average shares outstanding, diluted | 150.1M shares | 142.9M shares | 121.2M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 5 fiscal years (annual) or 5 quarters (quarterly), latest first.5
| Period ending | 2025-12-31 | 2025-05-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|---|
| Cash and cash equivalents | $160.8M | $138.8M | |||
| Accounts receivable, net of allowances of $12,685 and $4,763, respectively | $97.3M | $83.0M | |||
| Inventories | $169.4M | $175.3M | |||
| Prepaid expenses and other current assets | $23.3M | $20.3M | |||
| Total current assets | $450.9M | $417.4M | |||
| Property and equipment, net | $135.3M | $156.4M | |||
| Right-of-use assets | $31.2M | $34.7M | |||
| Goodwill | $75.2M | $71.0M | |||
| Intangible assets, net | $93.5M | $93.5M | |||
| Other assets | $5.1M | $2.7M | |||
| Total assets | $791.2M | $775.7M | |||
| Accounts payable | $40.9M | $53.0M | |||
| Accrued expenses and other current liabilities | $97.0M | $81.5M | |||
| Contract liabilities | $10.4M | $10.5M | |||
| Short-term debt | $64.5M | $1.7M | |||
| Current portion of operating lease liabilities | $6.3M | $6.5M | |||
| Total current liabilities | $219.2M | $153.0M | |||
| Long-term debt | $501.4M | $574.5M | |||
| Operating lease liabilities, less current portion | $23.9M | $27.3M | |||
| Other long-term liabilities | $10.7M | $11.4M | |||
| Redeemable preferred stock, $0.0001 par value; 20,000 shares authorized, and 3,319 shares issued and outstanding at December 31, 2025 and 2024 | $23.6M | $23.6M | |||
| Common stock, $0.0001 par value; 400,000 authorized; 150,257 shares issued and outstanding at December 31, 2025, and 144,129 shares issued and outstanding at December 31, 2024 | $15.0K | $14.0K | |||
| Treasury stock, 1,808 shares at December 31, 2025 and December 31, 2024 | -$25.1M | -$25.1M | |||
| Additional paid-in capital | $1.5B | $1.3B | |||
| Accumulated other comprehensive loss | -$4.4M | -$13.7M | |||
| Accumulated deficit | -$1.4B | -$1.3B | |||
| Total stockholders' equity (deficit) | $12.4M | -$14.2M | $78.1M | -$34.7M | |
| Total liabilities and stockholders' equity (deficit) | $791.2M | $775.7M | |||
| Accounts receivable, net of allowances | $12.7M | $4.8M | |||
| Redeemable preferred stock, par value (dollars per share) | $0.00 | $0.00 | |||
| Redeemable preferred stock, shares authorized | 20.0M shares | 20.0M shares | |||
| Redeemable preferred stock, shares issued | 3.3M shares | 3.3M shares | |||
| Redeemable preferred stock, shares outstanding | 3.3M shares | 3.3M shares | |||
| Common stock, par value (dollars per share) | $0.00 | $0.00 | |||
| Common stock, shares authorized | 400.0M shares | 400.0M shares | 200.0M shares | ||
| Common stock, shares issued | 150.3M shares | 144.1M shares | |||
| Common stock, shares outstanding | 150.3M shares | 144.1M shares | |||
| Treasury stock, shares | 1.8M shares | 1.8M shares |
| Period ending | 2025-12-31 | 2025-05-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|---|
| Cash and cash equivalents | $160.8M | $138.8M | |||
| Accounts receivable, net of allowances of $12,685 and $4,763, respectively | $97.3M | $83.0M | |||
| Inventories | $169.4M | $175.3M | |||
| Prepaid expenses and other current assets | $23.3M | $20.3M | |||
| Total current assets | $450.9M | $417.4M | |||
| Property and equipment, net | $135.3M | $156.4M | |||
| Right-of-use assets | $31.2M | $34.7M | |||
| Goodwill | $75.2M | $71.0M | |||
| Intangible assets, net | $93.5M | $93.5M | |||
| Other assets | $5.1M | $2.7M | |||
| Total assets | $791.2M | $775.7M | |||
| Accounts payable | $40.9M | $53.0M | |||
| Accrued expenses and other current liabilities | $97.0M | $81.5M | |||
| Contract liabilities | $10.4M | $10.5M | |||
| Short-term debt | $64.5M | $1.7M | |||
| Current portion of operating lease liabilities | $6.3M | $6.5M | |||
| Total current liabilities | $219.2M | $153.0M | |||
| Long-term debt | $501.4M | $574.5M | |||
| Operating lease liabilities, less current portion | $23.9M | $27.3M | |||
| Other long-term liabilities | $10.7M | $11.4M | |||
| Redeemable preferred stock, $0.0001 par value; 20,000 shares authorized, and 3,319 shares issued and outstanding at December 31, 2025 and 2024 | $23.6M | $23.6M | |||
| Common stock, $0.0001 par value; 400,000 authorized; 150,257 shares issued and outstanding at December 31, 2025, and 144,129 shares issued and outstanding at December 31, 2024 | $15.0K | $14.0K | |||
| Treasury stock, 1,808 shares at December 31, 2025 and December 31, 2024 | -$25.1M | -$25.1M | |||
| Additional paid-in capital | $1.5B | $1.3B | |||
| Accumulated other comprehensive loss | -$4.4M | -$13.7M | |||
| Accumulated deficit | -$1.4B | -$1.3B | |||
| Total stockholders' equity (deficit) | $12.4M | -$14.2M | $78.1M | -$34.7M | |
| Total liabilities and stockholders' equity (deficit) | $791.2M | $775.7M | |||
| Accounts receivable, net of allowances | $12.7M | $4.8M | |||
| Redeemable preferred stock, par value (dollars per share) | $0.00 | $0.00 | |||
| Redeemable preferred stock, shares authorized | 20.0M shares | 20.0M shares | |||
| Redeemable preferred stock, shares issued | 3.3M shares | 3.3M shares | |||
| Redeemable preferred stock, shares outstanding | 3.3M shares | 3.3M shares | |||
| Common stock, par value (dollars per share) | $0.00 | $0.00 | |||
| Common stock, shares authorized | 400.0M shares | 400.0M shares | 200.0M shares | ||
| Common stock, shares issued | 150.3M shares | 144.1M shares | |||
| Common stock, shares outstanding | 150.3M shares | 144.1M shares | |||
| Treasury stock, shares | 1.8M shares | 1.8M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net loss | -$143.4M | -$162.1M | -$186.6M |
| Depreciation and amortization | $77.5M | $78.4M | $56.1M |
| Stock-based compensation | $73.7M | $73.3M | $81.2M |
| Amortization of debt discount and debt issuance costs | $22.5M | $4.5M | $3.6M |
| Amortization of right-of-use assets | $5.1M | $4.9M | $3.5M |
| Write-down for excess and obsolete inventories | $13.5M | $15.4M | $13.6M |
| Loss on disposal of assets | $2.5M | $3.1M | $3.7M |
| Loss on debt extinguishment | $17.6M | $0 | $0 |
| Gain on derivative liability | -$620.0K | $0 | $0 |
| Other | $8.4M | $5.2M | $455.0K |
| Accounts receivable | -$21.9M | -$14.6M | -$12.8M |
| Inventories | -$6.3M | -$54.7M | -$45.6M |
| Prepaid expenses and other current assets | -$1.8M | -$97.0K | -$11.1M |
| Other assets | $405.0K | -$466.0K | -$541.0K |
| Accounts payable | -$11.2M | $9.7M | $7.0M |
| Accrued expenses | $15.8M | -$1.8M | $17.0M |
| Lease liabilities | -$4.9M | -$5.5M | -$3.6M |
| Contract liabilities | -$271.0K | -$3.3M | $1.8M |
| Other long-term liabilities | -$1.5M | $3.4M | -$6.4M |
| Net cash provided by (used in) operating activities | $45.2M | -$44.7M | -$78.5M |
| Purchases of property and equipment | -$42.5M | -$83.2M | -$80.5M |
| Purchase of intangible assets | -$7.2M | -$9.9M | -$6.5M |
| Acquisition of business, net of cash acquired | $0 | $0 | -$55.0M |
| Cash paid for equity investment | -$3.0M | $0 | $0 |
| Other | -$770.0K | ||
| Net cash used in investing activities | -$53.4M | -$93.1M | -$142.0M |
| Proceeds from issuance of convertible notes, net | $392.9M | $0 | $0 |
| Repurchase of convertible notes | -$268.2M | $0 | $0 |
| Repayment of revolving credit facility | -$64.0M | -$164.2M | -$119.5M |
| Purchase of capped calls | -$42.5M | $0 | $0 |
| Proceeds from revolving credit facility | $14.2M | $175.0M | $134.0M |
| Payment of debt issuance costs | -$706.0K | -$140.0K | -$3.3M |
| Proceeds from term debt, net of debt discount | $0 | $48.0M | $148.5M |
| Net cash received (paid for) common stock exercises | $515.0K | -$560.0K | -$1.1M |
| Proceeds from common stock offerings, net of offering costs | $0 | $0 | $213.2M |
| Repayment of OCEANEs | $0 | $0 | -$13.3M |
| Other | -$2.1M | -$1.9M | -$1.5M |
| Net cash provided by financing activities | $30.0M | $56.2M | $356.9M |
| Effect of exchange rate changes on cash | $128.0K | -$551.0K | -$185.0K |
| Net change in cash and cash equivalents | $22.0M | -$82.1M | $136.3M |
| Cash paid for interest | $23.8M | $20.3M | $17.3M |
| Cash paid for income taxes | $389.0K | $275.0K | $333.0K |
| Financed insurance | $1.3M | $1.2M | $1.3M |
| Purchases of property and equipment in accounts payable and accrued expenses | $7.8M | $8.7M | $10.4M |
| Purchases of intangible assets in accrued expenses and other long-term liabilities | $3.2M | $250.0K | $99.0K |
| Recognition of derivative liability | $124.1M | $0 | $0 |
| Recognition of lease liability | $136.0K | $11.9M | $424.0K |
No quarter-by-quarter statement was filed.
Corporate structure
Alphatec Holdings, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Alphatec Holdings, Inc.
- Squadron Capital LLC Filed SCHEDULE 13D/A on Alphatec Holdings, Inc., latest Dec 17, 2025
- L-5 Healthcare Partners, LLC Filed SCHEDULE 13D/A on Alphatec Holdings, Inc., latest Apr 23, 2025 (8 filings since Jun 29, 2022)
- BlackRock Filed SC 13G on Alphatec Holdings, Inc., latest Jan 29, 2024
- Alphatec Holdings, Inc. Carlsbad, California, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What Alphatec Holdings, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Property and equipment
| Item | Latest | A year before | Change |
|---|---|---|---|
| Property and equipment, before depreciation | $368.7M5 Dec 31, 2025 | $340.0M5 Dec 31, 2024 | +8.4% |
| Accumulated depreciation | $233.3M5 Dec 31, 2025 | $183.6M5 Dec 31, 2024 | +27.1% |
| Property and equipment, net | $135.3M5 Dec 31, 2025 | $156.4M5 Dec 31, 2024 | −13.5% |
| Operating-lease assets (leased space) | $31.2M5 Dec 31, 2025 | $34.7M5 Dec 31, 2024 | −10.0% |
Investments
| Item | Latest | A year before | Change |
|---|---|---|---|
| Cash and cash equivalents | $160.8M5 Dec 31, 2025 | $138.8M5 Dec 31, 2024 | +15.8% |
Intangibles and goodwill
| Item | Latest | A year before | Change |
|---|---|---|---|
| Goodwill | $75.2M5 Dec 31, 2025 | $71.0M5 Dec 31, 2024 | +6.0% |
| Intangible assets, net (excluding goodwill) | $93.5M5 Dec 31, 2025 | $93.5M5 Dec 31, 2024 | −0.1% |
| Finite-lived intangibles, gross | $149.1M5 Dec 31, 2025 | $128.4M5 Dec 31, 2024 | +16.2% |
| Accumulated amortization | $75.8M5 Dec 31, 2025 | $54.1M5 Dec 31, 2024 | +40.3% |
| Finite-lived intangibles, net | $73.3M5 Dec 31, 2025 | $74.3M5 Dec 31, 2024 | −1.3% |
Inventory
| Item | Latest | A year before | Change |
|---|---|---|---|
| Inventory, total | $169.4M5 Dec 31, 2025 | $175.3M5 Dec 31, 2024 | −3.3% |
| Raw materials | $12.0M5 Dec 31, 2025 | $19.4M5 Dec 31, 2024 | −38.3% |
| Finished goods | $157.5M5 Dec 31, 2025 | $155.9M5 Dec 31, 2024 | +1.0% |
Properties, in its own words
Our corporate office is located in Carlsbad, California. The table below provides selected information regarding the leased principal properties used in our operations.
Location · Use · ApproximateSquareFootage
The rest of Item 2
Carlsbad, California · Corporate headquarters · 121,541
Memphis, Tennessee · Distribution facility · 75,643
Paris, France · Office facilities · 23,946
Item 2 of the 10-K filed Feb 24, 2026.4
Leadership
Who has led Alphatec Holdings, Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
Chief operating officer
2010201520202025
- Chief executive officerPatrick Miles Mar 12, 2018 to now14
- Chief executive officerTerry Rich Dec 16, 2016 to Oct 12, 201715
- Chief executive officerLeslie H. Cross Mar 13, 2012 to Dec 6, 201316
- Chief executive officerDirk Kuyper Jul 26, 2007 to Sep 12, 201117
- Chief executive officerRonald Hiscock Jun 2, 2006 to Nov 13, 200618
- ChairPatrick Miles Oct 4, 2017 to Dec 29, 201719
- ChairLeslie H. Cross Mar 13, 2012 to Dec 6, 201316
- ChairMortimer Berkowitz Iii. Oct 15, 2007 to Nov 23, 200720
- PresidentTerry Rich Mar 12, 2018 to Aug 1, 201821
- PresidentMichael Joseph Plunkett Nov 18, 2016 to Aug 24, 201722
- PresidentOliver Burckhardt Oct 19, 2010 to Jan 21, 201123
- PresidentMitsuo Asai May 12, 2008 to Apr 14, 201624
- PresidentDirk Kuyper Jul 26, 2007 to Sep 12, 201117
- PresidentRonald Hiscock Jun 2, 2006 to Nov 13, 200618
- Chief financial officerJohn Todd Koning Apr 21, 2021 to now25
- Chief financial officerJeffrey G. Black Mar 15, 2017 to Mar 10, 202126
- Chief financial officerPeter C. Wulff Jun 23, 2008 to Aug 12, 201027
- Chief financial officerStephen T. D. Dixon Jun 5, 2006 to Jun 9, 200628
- Chief financial officerSteven Yasbek Nov 9, 2006 to Aug 24, 200729
- Chief operating officerScott Lish Feb 5, 2024 to now30
- Chief operating officerTerry Rich Mar 12, 2018 to Aug 1, 201821
- Chief operating officerMichael Joseph Plunkett Feb 6, 2014 to Aug 24, 201731
Board members and other officers (48)
- EVP, Data & Imaging SolutionsThomas Andrew Carls Sep 24, 2026 to now32
- SVP, DevelopmentScott Lish Nov 9, 2020 to Mar 1, 202333
- EVP, SalesDavid Sponsel Apr 8, 2019 to now34
- EVP, Clinical StrategiesKelli Mari Howell Mar 14, 2018 to Aug 9, 202235
- OfficerCraig E. Hunsaker Mar 27, 2017 to now36
- OfficerBrian Snider Mar 30, 2017 to Aug 9, 202237
- SVP, InternationalMark Bullivant Nov 18, 2014 to Nov 18, 201438
- VP, Research and DevelopmentJens Peter Timm May 12, 2008 to Jan 5, 201139
- VP, SalesStephen Lubischer Apr 13, 2007 to Nov 26, 201240
- VP, OperationsKermit P. Stott Nov 9, 2007 to Jan 5, 201141
- VP, Legal Affairs & ComplianceEbun Garner Jun 2, 2006 to Jun 16, 200642
- VP, ManufacturingHerbert J. Bellucci Jun 2, 2006 to Nov 13, 200643
- VP, Research & DevelopmentReinecke Steven Jun 2, 2006 to Aug 24, 200744
- VP, Business Dev. & MarketingScott Weise Jun 2, 2006 to Jun 16, 200645
- Chief Admin Ofcr, VP and ScrtyVicky Romanoski Jun 2, 2006 to Nov 13, 200646
- VP, Information TechnologyBrian Plotkin Jun 5, 2006 to Jun 16, 200647
- Executive VP of OperationsDaniel Lacienski Jun 5, 2006 to Jun 9, 200648
- VP, Physician ServicesKimberly Bradshaw Jun 5, 2006 to Jun 16, 200649
- VP, SalesTrent Northcutt Jun 5, 2006 to Jun 16, 200650
- Senior VP, Sales & MarketingRoss Simmonds Oct 30, 2006 to Oct 30, 200651
- Board memberKeith Valentine Jul 31, 2024 to now52
- Board memberPaul Segal Jun 14, 2023 to Mar 6, 202453
- Board memberDavid M. Demski Oct 19, 2023 to now54
- Board memberMarie Meynadier Jun 22, 2021 to Jun 21, 202355
- Board memberDavid R. Pelizzon Jun 19, 2020 to now56
- Board memberKaren K. McGinnis Jun 28, 2019 to now57
- Board memberWard W. Woods Jr. Jan 29, 2018 to now58
- Board memberPatrick Miles Mar 12, 2018 to now14
- Board memberJames L. L. Tullis Mar 13, 2018 to Feb 13, 202459
- Board memberEvan Bakst Mar 16, 2018 to Aug 26, 202460
- Board memberJason Hochberg Mar 16, 2018 to Dec 16, 202161
- Board memberDavid H. Mowry Apr 10, 2017 to Sep 13, 202362
- Board memberJeffrey P. Rydin Jun 21, 2017 to now63
- Board memberQuentin S. Blackford Oct 6, 2017 to now64
- Board memberTerry Rich Dec 16, 2016 to Aug 1, 201815
- Board memberTom C. Davis Dec 8, 2014 to May 19, 201565
- Board memberLuke T. Faulstick Dec 31, 2012 to Sep 18, 201366
- Board memberLeslie H. Cross Jul 5, 2011 to Jun 26, 201767
- Board memberDirk Kuyper Mar 17, 2008 to Sep 12, 201168
- Board memberRohit M. Desai Mar 19, 2008 to Mar 31, 201569
- Board memberSiri S. Marshall Nov 6, 2008 to Dec 16, 201670
- Board memberStephen Hochschuler Apr 30, 2007 to Sep 21, 201071
- Board memberRichard Ravitch Aug 10, 2007 to Aug 6, 200972
- Board memberMortimer Berkowitz Iii. Jun 2, 2006 to now73
- Board memberR. Ian Molson Jun 2, 2006 to Jun 26, 201774
- Board memberRonald Hiscock Jun 2, 2006 to Aug 9, 200618
- General counselTyson Eliot Marshall Jul 21, 2023 to now75
- General counselEbun Garner Aug 18, 2006 to Dec 16, 201676
Timeline
- Aug 4, 20268-K Results of operations77
- Jun 11, 20268-K Executive or director change; Shareholder vote78
- May 5, 20268-K Entered a material agreement; Ended a material agreement; Results of operations79
- Mar 3, 20268-K Executive or director change; Other events80
- Feb 24, 20268-K Results of operations81
- Jan 12, 20268-K Results of operations82
- Nov 7, 20258-K Other events83
- Oct 30, 20258-K Results of operations84
- Jul 31, 20258-K Results of operations85
- Jun 13, 20258-K Bylaws or fiscal year changed; Shareholder vote86
- May 1, 20258-K Results of operations87
- Apr 3, 20258-K Executive or director change88
- Mar 12, 2018New chief executive Patrick Miles becomes CEO14
- Dec 16, 2016New chief executive Terry Rich becomes CEO15
- Mar 13, 2012New chief executive Leslie H. Cross becomes CEO16
- Jul 26, 2007New chief executive Dirk Kuyper becomes CEO17
- Jun 2, 2006New chief executive Ronald Hiscock becomes CEO18
- Mar 4, 2005Founded Alphatec Holdings, Inc. is founded2
Calendar
Coming up
- Oct 29, 2026Reports results for the quarter ending Sep/2026 A year earlier it reported ($0.19) a share, on Oct 30, 2025.89
When it reported results
- Aug 4, 2026Reported quarterly or annual results77
- May 5, 2026Reported quarterly or annual results79
- Feb 24, 2026Reported quarterly or annual results81
- Jan 12, 2026Reported quarterly or annual results82
- Oct 30, 2025Reported quarterly or annual results84
- Jul 31, 2025Reported quarterly or annual results85
- May 1, 2025Reported quarterly or annual results87
- Feb 26, 2025Reported quarterly or annual results90
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
511 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 50 major events, 313 insider forms, 10 large holders, 118 other. The latest 20:
- Oct 5, 20264 EDGAR
- Sep 24, 20263 EDGAR
- Sep 10, 20264 EDGAR
- Aug 7, 20264 EDGAR
- Aug 5, 2026144 EDGAR
- Aug 4, 202610-Q EDGAR
- Aug 4, 2026S-8 EDGAR
- Aug 4, 20268-K EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
- Jun 12, 20264 EDGAR
- Jun 11, 2026144 EDGAR
- Jun 11, 2026S-8 EDGAR
- Jun 11, 20268-K EDGAR
- May 28, 2026SD EDGAR
- May 11, 20264 EDGAR
- May 5, 202610-Q EDGAR
The 511 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
221 open-market trades by officers, directors and large owners since October 2021: 45 buys and 176 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Miles PatrickCEO | Buy | 115,000 | $8.81 | $1.0M | Form 4 |
| Aug 5, 2026 | Marshall Tyson EliotGENERAL COUNSEL & CORP. SEC. | Sale | 8,168 | $9.65 | $78.8K | Form 4 |
| Jun 11, 2026 | MCGINNIS KAREN KDirector | Sale | 6,050 | $8.01 | $48.5K | Form 4 |
| May 11, 2026 | Valentine KeithDirector | Buy | 35,000 | $7.00 | $245.0K | Form 4 |
| May 8, 2026 | Valentine KeithDirector | Buy | 43,847 | $7.54 | $330.6K | Form 4 |
| May 7, 2026 | Valentine KeithDirector | Buy | 56,153 | $7.49 | $420.6K | Form 4 |
| Mar 13, 2026 | Lish ScottCHIEF OPERATING OFFICER | Sale | 260,535 | $12.30 | $3.2M | Form 4 |
| Mar 13, 2026 | Koning John ToddCHIEF FINANCIAL OFFICER | Sale | 79,789 | $12.36 | $986.2K | Form 4 |
| Mar 11, 2026 | Sponsel DavidEVP, SALES | Sale | 163,452 | $12.52 | $2.0M | Form 4 |
| Mar 9, 2026 | Hunsaker Craig EEVP, PEOPLE & CULTURE | Sale | 82,765 | $12.45 | $1.0M | Form 4 |
| Mar 6, 2026 | Hunsaker Craig EEVP, PEOPLE & CULTURE | Sale | 33,602 | $12.22 | $410.6K | Form 4 |
| Mar 5, 2026 | Marshall Tyson EliotGENERAL COUNSEL & CORP. SEC. | Sale | 88,835 | $12.49 | $1.1M | Form 4 |
| Feb 5, 2026 | Sponsel DavidEVP, SALES | Sale | 60,425 | $13.79 | $833.3K | Form 4 |
| Feb 3, 2026 | Hunsaker Craig EEVP, PEOPLE & CULTURE | Sale | 37,358 | $14.71 | $549.5K | Form 4 |
| Jan 5, 2026 | Miles PatrickCEO | Sale | 100,000 | $21.01 | $2.1M | Form 4 |
| Dec 16, 2025 | Lish ScottCHIEF OPERATING OFFICER | Sale | 19,900 | $19.64 | $390.8K | Form 4 |
| Dec 16, 2025 | Pelizzon David RDirector | Sale | 250,000 | $19.66 | $4.9M | Form 4 |
| Dec 11, 2025 | Demski David MDirector | Sale | 30,000 | $21.20 | $636.0K | Form 4 |
| Dec 10, 2025 | Sponsel DavidEVP, SALES | Sale | 21,106 | $20.79 | $438.8K | Form 4 |
| Dec 10, 2025 | Hunsaker Craig EEVP, PEOPLE & CULTURE | Sale | 32,584 | $20.84 | $679.1K | Form 4 |
All 221 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Squadron Capital LLCSCHEDULE 13D/A, 1 filing Dec 17, 202591
- L-5 Healthcare Partners, LLCSCHEDULE 13D/A, 8 filings Jun 29, 2022 to Apr 23, 202592
- BlackRockSC 13G, 1 filing Jan 29, 202493
Executive pay
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
| Year | Executive | Age | Salary | Total pay |
|---|---|---|---|---|
| 2025 | Patrick S. Miles | $762.0K | $10.3M94 | |
| 2025 | Craig E. Hunsaker | 62 | $498.6K | $6.3M94 |
| 2025 | Scott Lish | 45 | $485.0K | $5.3M94 |
| 2025 | David P. Sponsel | 47 | $445.4K | $4.0M94 |
| 2025 | J. Todd Koning | 53 | $480.8K | $3.8M94 |
| 2024 | PresidentChairman and Chief Executive Officer | $756.6K | $6.2M94 | |
| 2024 | Executive Vice PresidentPeople & Culture | $482.4K | $3.4M94 | |
| 2024 | Executive VicePresident and Chief Financial Officer | $467.1K | $2.6M94 | |
| 2024 | Chief Operating Officer | $424.1K | $2.6M94 | |
| 2023 | PresidentChairman and Chief Executive Officer | $713.3K | $9.5M94 | |
| 2023 | Executive Vice PresidentPeople & Culture | $470.0K | $4.6M94 | |
| 2023 | Executive VicePresident and Chief Financial Officer | $442.1K | $3.4M94 | |
| 2023 | Chief Operating Officer | $380.0K | $2.6M94 |
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 11,326,677 | $98.0M | 0.0% | +1,238,495 |
| Braidwell LP | 6,531,439 | $56.5M | 2.2% | +4,358,714 |
| American Century Companies Inc | 6,521,659 | $56.4M | 0.0% | +96,882 |
| Vanguard Capital Management LLC | 5,122,681 | $44.3M | 0.0% | +208,902 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,536,538 | $30.6M | 0.0% | −79,792 |
| State Street Corp | 3,481,349 | $30.1M | 0.0% | +450,185 |
| Jacobs Levy Equity Management, Inc | 3,352,133 | $29.0M | 0.1% | New |
| Geode Capital Management, LLC | 3,188,894 | $27.6M | 0.0% | +282,472 |
| Royal Bank Of Canada | 2,995,410 | $25.9M | 0.0% | −1,521,182 |
| Nuveen, LLC | 2,601,600 | $22.5M | 0.0% | −247,813 |
| Tremblant Capital Group | 2,577,799 | $22.3M | 0.6% | +385,715 |
| Citadel Advisors LLC | 2,461,400 | $21.3M | 0.0% | +1,604,061 |
| Aqr Capital Management LLC | 2,386,326 | $20.6M | 0.0% | +1,000,703 |
| Emerald Advisers, LLC | 2,104,451 | $18.2M | 0.4% | +297,144 |
| UBS Group AG | 2,018,823 | $17.5M | 0.0% | +74,138 |
| First Eagle Investment Management, LLC | 1,993,274 | $17.2M | 0.0% | +1,296,637 |
| Bank Of America Corp /de/ | 1,976,534 | $17.1M | 0.0% | −584,437 |
| Nomura Asset Management International Inc. | 1,974,452 | $17.1M | 0.0% | +682,345 |
| Cerity Partners LLC | 1,881,945 | $16.3M | 0.0% | +60,834 |
| Goldman Sachs Group Inc | 1,654,423 | $14.3M | 0.0% | −89,794 |
| Raymond James Financial Inc | 1,639,330 | $14.2M | 0.0% | +634,027 |
| Arrowstreet Capital, Limited Partnership | 1,564,766 | $13.5M | 0.0% | +1,057,749 |
| Morgan Stanley | 1,535,750 | $13.3M | 0.0% | −115,812 |
| Penn Capital Management Company, LLC | 1,488,060 | $12.9M | 0.8% | +91,118 |
| Northern Trust Corp | 1,428,231 | $12.4M | 0.0% | +69,490 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How Alphatec Holdings, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARAlphatec Holdings, Inc.1
- CIK0001350653
- Employer ID (EIN)20-24638984
- Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company4
- Incorporated inDelaware4
- Fiscal year endsDecember 311
- Industry code (SIC)3841 Surgical & Medical Instruments & Apparatus1
- SEC reviewing officeOffice of Industrial Applications and Services, Division of Corporation Finance1
- Business address1950 Camino Via Roble, Carlsbad, CA1
- Phone760-431-92861
- Shares outstanding154,451,076 as of Jul 28, 202612
- Public float$1.3B as of Jun 30, 20254
- AuditorDeloitte & Touche LLP, New York, New York, United States PCAOB ID 34; it also attests to the company’s internal control over financial reporting4
- On EDGAR sinceFeb 6, 20061
- Filings1,653 in all: 4 (807), 8-K (264), 144 (83), 3 (76), 10-Q (61), 4/A (35), S-8 (23), DEF 14A (21)1
All 47 form types
10-K (20), CT ORDER (20), UPLOAD (20), SC 13G/A (19), DEFA14A (17), 424B5 (16), CORRESP (16), SD (13), EFFECT (12), SC 13D/A (12), SC 13G (12), S-3 (11), 8-K/A (9), 10-K/A (8), S-3/A (8), 5 (7), D (6), S-1/A (6), 3/A (4), 424B3 (4), ARS (4), FWP (4), PRE 14A (4), SC 13D (4), SCHEDULE 13D/A (4), 10-Q/A (3), 425 (3), NT 10-K (3), PRER14A (2), S-3ASR (2), S-3MEF (2), 424B4 (1), 424B8 (1), 8-A12G (1), DEFM14A (1), PREM14A (1), S-1 (1), SC TO-I (1), SC TO-I/A (1)
- Latest filingsAnnual report (10-K) Feb 24, 2026
Quarterly report (10-Q) Aug 4, 2026
Proxy statement (DEF 14A) Apr 29, 2026
Latest 8-K (8-K) Aug 4, 2026
Securities registered for trading
| Class | Symbol | Exchange |
|---|---|---|
| Common Stock, par value $0.0001 per share | ATEC | The NASDAQ Global Select Market |
From the cover page of the 10-K filed Feb 24, 2026 (Section 12(b) of the Exchange Act).4
Risk factors and legal proceedings
The risks Alphatec Holdings, Inc. names in Item 1A of its 10-K filed Feb 24, 2026: 40 risks under these headings, as written.4
- Risks Related to Our Business and Industry
- We operate in a highly competitive market segment, face competition from large, well-established medical device companies with significant resources, and may not be able to compete effectively.
- Our reliance on sales agents could affect our ability to market our products efficiently and profitably.
- Demand for our products, and prices at which customers and patients are willing to pay for our products depend upon the ability of our customers to obtain adequate third-party coverage and reimbursement product purchases.
- If we or our suppliers fail to comply with applicable regulations, the manufacture of our products could be delayed.
- If we fail to timely obtain governmental clearances or approvals for our future products or modifications to our products, our ability to commercially distribute and market our products could suffer.
- To be commercially successful, we must convince the spine surgeon community that our products are an attractive alternative to competitive products.
- Our business plan relies on certain assumptions pertaining to the market for our products that, if incorrect, may adversely affect our growth and profitability.
- We are dependent on our senior management team, sales and marketing team, engineering team and key surgeon advisors, and the loss of any of them could harm our business.
- We rely on a limited number of third parties to manufacture and supply our products. Any problems experienced by these manufacturers could result in a delay or interruption in the supply of our products until such manufacturer cures the problem or until we locate and qualify an alternative source of supply.
- We depend on third-party suppliers, and in one case a single supplier, for key raw materials and the loss of any of these third-party suppliers, or their inability to supply us with adequate raw materials, could harm our business.
- Consolidation in the healthcare industry could lead to price concessions or exclusion of some suppliers from some markets, which could have an adverse effect on our business, financial condition or results of operations.
The other 29 risks
- Our business is dependent upon the effective operation of our information systems, software, or information security practices and those of our business partners or third-party service providers. Security breaches, loss of data and other disruptions could compromise sensitive information related to our business, prevent us from accessing critical information or expose us to liability, which could adversely affect our business and our reputation.
- Operation of our business internationally is subject to our continued compliance with the laws and regulations of each country in which we operate, as well as the business and legal customs in those jurisdictions and geographies.
- A significant percentage of our revenues are derived from sales of our systems that include polyaxial pedicle screws.
- We may be subject to or otherwise affected by federal and state healthcare laws, including fraud and abuse, health information privacy and security, and disclosure laws, and could face substantial penalties if we are unable to fully comply with such laws.
- If we fail to properly manage our anticipated growth, our business could suffer.
- Nearly all of our operations are currently conducted in locations that may be at risk of damage from fire, earthquakes or other natural disasters.
- Public health crises, political crises, and other catastrophic events or other events outside of our control may impact our business.
- Tariffs and other trade measures could adversely affect our business, results of operations, financial position and cash flows
- If we choose to acquire new and complementary businesses, products or technologies, we may be unable to complete these acquisitions or successfully integrate them in a cost-effective and non-disruptive manner.
- The use of artificial intelligence ("AI") technology by our employees or business partners could result in misuse or loss of proprietary information, violation of laws and regulations, or damage to our reputation and credibility.
- Alphatec Holdings is a holding company with no operations, and unless it receives dividends or other payments from its subsidiaries, it will be unable to fulfill its cash obligations.
- Risks Related to Our Intellectual Property, Regulatory Penalties and Litigation
- If we become subject to product liability claims, we may be required to pay damages that exceed our insurance coverage.
- Because biologics products entail a potential risk of communicable disease to human recipients, we may be the subject of product liability claims regarding our biologics products.
- Any claims relating to our improper handling, storage or disposal of biological, hazardous and radioactive materials could be time consuming and costly.
- If our patents and other intellectual property rights do not adequately protect our products, we may lose market share to our competitors and be unable to operate our business profitably.
- The medical device industry is characterized by patent and other intellectual property litigation and we could become subject to litigation that could be costly, result in the diversion of management’s time and efforts, require us to pay damages, and/or prevent us from marketing our existing or future products.
- Risks Related to Our Financial Results, Credit and Certain Financial Obligations and Need for Financing
- We may need to raise additional funds in the future and such funds may not be available on acceptable terms, if at all.
- We have a history of net losses, we expect to continue to incur net losses in the near future, and we may not achieve or maintain profitability.
- A significant economic downturn or volatility in the economy in any market in which we operate could have a material adverse impact on our business, financial condition, results of operations, or cash flows.
- Our quarterly financial results could fluctuate significantly.
- Covenants in our loan documents and indenture may restrict our business and operations and if we do not effectively manage our covenants, our financial condition and results of operations could be adversely affected.
- Risks Related to Our Common Stock
- Our stock price may fluctuate significantly, particularly if holders of substantial amounts of our stock attempt to sell, and holders may have difficulty selling their shares based on trading volumes of our stock.
- We may become involved in securities class action litigation that could divert management’s attention and harm our business.
- Securities analysts may not provide coverage of our common stock or may issue negative reports, which may have a negative impact on the market price of our common stock.
- Because of their significant stock ownership, our executive officers, directors and principal stockholders will be able to exert control over us and our significant corporate decisions.
- Anti-takeover provisions in our organizational documents and change of control provisions in some of our employment agreements and agreements with sales agents, and in some of our outstanding debt agreements, as well as the terms of our redeemable preferred stock, may discourage or prevent a change of control, even if an acquisition would be beneficial to our stockholders, which could affect our stock price adversely.
- Our ability to use our net operating loss carryforwards and certain other tax attributes may be limited.
- We could be subject to changes in our tax rates, new tax legislation or additional tax liabilities.
Legal proceedings
For a description of our material legal proceedings, refer to Note 7 of our Notes to Consolidated Financial Statements included in this Annual Report on Form 10-K, which is incorporated herein by reference.
The opening of Item 3, Legal Proceedings.4
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15SEC EDGARTerry Rich, Chief executive officer
- 16
- 17SEC EDGARDirk Kuyper, Chief executive officer
- 18
- 19SEC EDGARPatrick Miles, Chair
- 20SEC EDGARMortimer Berkowitz Iii., Chair
- 21SEC EDGARTerry Rich, President
- 22SEC EDGARMichael Joseph Plunkett, President
- 23SEC EDGAROliver Burckhardt, President
- 24SEC EDGARMitsuo Asai, President
- 25
- 26
- 27
- 28
- 29
- 30SEC EDGARScott Lish, Chief operating officer
- 31
- 32
- 33SEC EDGARScott Lish, SVP, Development
- 34SEC EDGARDavid Sponsel, EVP, Sales
- 35
- 36SEC EDGARCraig E. Hunsaker, Officer
- 37SEC EDGARBrian Snider, Officer
- 38SEC EDGARMark Bullivant, SVP, International
- 39
- 40SEC EDGARStephen Lubischer, VP, Sales
- 41SEC EDGARKermit P. Stott, VP, Operations
- 42
- 43
- 44
- 45
- 46
- 47
- 48
- 49
- 50SEC EDGARTrent Northcutt, VP, Sales
- 51
- 52SEC EDGARKeith Valentine, Board member
- 53SEC EDGARPaul Segal, Board member
- 54SEC EDGARDavid M. Demski, Board member
- 55SEC EDGARMarie Meynadier, Board member
- 56SEC EDGARDavid R. Pelizzon, Board member
- 57SEC EDGARKaren K. McGinnis, Board member
- 58SEC EDGARWard W. Woods Jr., Board member
- 59SEC EDGARJames L. L. Tullis, Board member
- 60SEC EDGAREvan Bakst, Board member
- 61SEC EDGARJason Hochberg, Board member
- 62SEC EDGARDavid H. Mowry, Board member
- 63SEC EDGARJeffrey P. Rydin, Board member
- 64SEC EDGARQuentin S. Blackford, Board member
- 65SEC EDGARTom C. Davis, Board member
- 66SEC EDGARLuke T. Faulstick, Board member
- 67SEC EDGARLeslie H. Cross, Board member
- 68SEC EDGARDirk Kuyper, Board member
- 69SEC EDGARRohit M. Desai, Board member
- 70SEC EDGARSiri S. Marshall, Board member
- 71SEC EDGARStephen Hochschuler, Board member
- 72SEC EDGARRichard Ravitch, Board member
- 73
- 74SEC EDGARR. Ian Molson, Board member
- 75
- 76SEC EDGAREbun Garner, General counsel
- 77SEC EDGARResults of operations
- 78
- 79
- 80
- 81SEC EDGARResults of operations
- 82SEC EDGARResults of operations
- 83SEC EDGAROther events
- 84SEC EDGARResults of operations
- 85SEC EDGARResults of operations
- 86
- 87SEC EDGARResults of operations
- 88SEC EDGARExecutive or director change
- 89NasdaqNasdaq calendar
- 90
- 91
- 92
- 93
- 94