Alphatec Holdings, Inc. filings document the reporting record of a spine-focused medical technology company. Its Form 8-K disclosures include quarterly and annual operating results, surgical and EOS revenue commentary, non-GAAP profitability measures, preliminary financial information and related press-release exhibits.
The company’s regulatory filings also cover material financing agreements, including senior secured credit facilities, revolving borrowing capacity, term-loan arrangements and references to convertible senior notes. Proxy and governance filings document director elections, board composition, executive and director compensation, equity awards, committee matters and other shareholder voting disclosures.
Alphatec Holdings, Inc. EVP, Data & Imaging Solutions Thomas Andrew Carls received a grant of 200,000 restricted stock units (RSUs) on October 5, 2026. Each RSU represents a contingent right to receive one share of common stock. The transaction is reported as an award, and the resulting reported direct position was 202,520 shares.
Alphatec Holdings, Inc. executive Carls Thomas Andrew, EVP, Data & Imaging Solutions, reported direct ownership of 2,520 shares of common stock as of September 14, 2026.
Alphatec Holdings, Inc. (ATEC) reported that CEO and director Miles Patrick purchased 115,000 shares of common stock on September 10, 2026, in an open-market or private transaction at a weighted average price of $8.81 per share. After this purchase, he holds 5,893,551 shares directly, plus additional shares held indirectly through an IRA and MOM, LLC.
Marshall Tyson Eliot, General Counsel & Corporate Secretary of Alphatec Holdings, Inc., sold 8,168 shares of common stock on August 5, 2026. The sale was executed under a Rule 10b5-1 trading plan adopted March 14, 2025 to satisfy tax withholding obligations from vesting restricted stock units. The weighted average sale price was $9.65 per share, with individual trades between $9.41 and $10.01. Following this transaction, Eliot directly holds 630,398 Alphatec shares.
Alphatec Holdings generated $213.5 million in revenue from products and services in the quarter ended June 30 2026, up 15% from a year earlier, and $405.6 million for the first half, up 14%. Higher product volume from a growing surgeon user base and broader product portfolio lifted gross profit to $154.1 million. The operating loss narrowed substantially to $1.9 million from $13.1 million, while net loss improved to $25.8 million from $41.1 million.
Cash flow from operating activities turned stronger at $21.8 million for the first six months, though cash and cash equivalents declined to $118.7 million as the company invested $42.6 million in property, equipment and intangibles and used cash for debt transactions. Total debt principal was $685.0 million, including $405.0 million of 0.75% Convertible Senior Notes due 2030 and new $175.0 million JP Morgan term debt plus $40.0 million drawn on a revolver used to refinance prior facilities. Stockholders’ equity moved to a deficit of $12.1 million, and subsequent to quarter-end the remaining $63.3 million of 2026 convertible notes was repaid in cash.
Alphatec Holdings reported solid Q2 2026 growth while remaining loss‑making on a GAAP basis. Total revenue was $214 million, up 15% year‑over‑year, with surgical revenue of $196 million, up 17% on 20% case volume growth. GAAP gross margin was 72.2%, and non‑GAAP gross margin was 72.5%.
Profitability metrics improved. Adjusted EBITDA was $36 million, a 16.8% margin and 420 basis‑point expansion year‑over‑year, and the company generated positive free cash flow, ending with $119 million in cash. Alphatec reported non‑GAAP net income of $11 million for the quarter. For 2026, it reaffirmed total revenue guidance of $882 million and raised adjusted EBITDA guidance to $140 million, while continuing to target at least $20 million of free cash flow.
Alphatec Holdings director Karen K. McGinnis reported both an equity award and a small share sale. On June 10, 2026, she received 32,012 restricted stock units, each representing a contingent right to one share of common stock, vesting at the next annual stockholder meeting or upon earlier death or resignation on a pro-rata basis.
On June 11, 2026, she sold 6,050 shares of Alphatec common stock at an average price of $8.01 per share. The filing states these sales were executed under a Rule 10b5-1 trading plan adopted to satisfy tax withholding obligations from vesting restricted stock units. After the transactions, she directly held 94,671 shares of common stock.
Blackford Quentin S. reported acquisition or exercise transactions in this Form 4 filing.
Alphatec Holdings director Quentin S. Blackford received a grant of 32,012 restricted stock units (RSUs) on June 10, 2026. Each RSU represents a contingent right to receive one share of Alphatec common stock. The RSUs vest on the earlier of the next annual meeting of stockholders or Blackford’s death or resignation, with pro-rata vesting based on days served if vesting is triggered by death or resignation. Following this equity award, Blackford directly holds 600,381 shares of Alphatec common stock.
Valentine Keith reported acquisition or exercise transactions in this Form 4 filing.
Alphatec Holdings, Inc. director Keith Valentine reported receiving a grant of 32,012 restricted stock units (RSUs) on June 10, 2026. Each RSU represents a contingent right to receive one share of Alphatec common stock. The RSUs vest on the earlier of the next annual meeting of stockholders or the director’s death or resignation, with pro-rata vesting based on days served if service ends early. Following this equity award, Valentine holds 264,283 shares of Alphatec common stock directly.