Juniper reports 10% Orthofix stake on Form 3

Orthofix Medical Inc. received a Form 3 from Juniper Investment Company, LLC and related persons, reporting their status as ten percent owners of Orthofix common stock.

Rhea-AI Filing Summary

Orthofix Medical Inc. received a Form 3 from Juniper Investment Company, LLC and related persons, reporting their status as ten percent owners of Orthofix common stock. The filing lists indirect holdings of Orthofix shares through Juniper Targeted Opportunity Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy funds.

Juniper Investment Company, as investment manager to these funds, may be deemed to beneficially own the funds’ Orthofix shares, while disclosing that it, and managing members John A. Bartholdson and Alexis P. Michas, disclaim beneficial ownership except to the extent of their pecuniary interests.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Juniper Investment Company, LLC, Bartholdson John A., MICHAS ALEXIS P

Role 10% Owner | 10% Owner | 10% Owner

Type	Security	Shares	Price	Value
holding	Common Stock, $0.10 par value per share	--	--	--
holding	Common Stock, $0.10 par value per share	--	--	--
holding	Common Stock, $0.10 par value per share	--	--	--

Holdings After Transaction: Common Stock, $0.10 par value per share — 3,219,216 shares (Indirect, By: Juniper Targeted Opportunity Fund, L.P.); Common Stock, $0.10 par value per share — 935,901 shares (Indirect, By: Juniper Targeted Opportunities, L.P.); Common Stock, $0.10 par value per share — 45,426 shares (Indirect, Juniper Multi-Strategy Fund, L.P.)

Footnotes (3)

1. F1. As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein.
2. F2. As the investment manager of Juniper Targeted Opportunities, LP (Juniper Targeted Opportunities"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Targeted Opportunities, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunities, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of their pecuniary interest therein.
3. F3. As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein.

Key Figures

Indirect holding - Juniper Multi-Strategy Fund: 45,426 shares Indirect holding - Juniper Targeted Opportunities: 935,901 shares Indirect holding - Juniper Targeted Opportunity Fund: 3,219,216 shares

3 metrics

Indirect holding - Juniper Multi-Strategy Fund 45,426 shares Orthofix common stock held indirectly

Indirect holding - Juniper Targeted Opportunities 935,901 shares Orthofix common stock held indirectly

Indirect holding - Juniper Targeted Opportunity Fund 3,219,216 shares Orthofix common stock held indirectly

Key Terms

ten percent owner, indirect ownership, beneficial ownership, voting and dispositive power

4 terms

ten percent owner regulatory

"reporting persons are each marked as a ten percent owner of Orthofix"

indirect ownership financial

"positions are reported as indirect ownership through Juniper investment funds"

beneficial ownership regulatory

"Juniper Investment Company may be deemed to beneficially own the securities held"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

voting and dispositive power financial

"Bartholdson and Michas share voting and dispositive power over such shares"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Orthofix (OFIX) Form 3 by Juniper Investment Company report?

The Form 3 reports Juniper Investment Company, LLC and related persons as ten percent owners of Orthofix common stock, with shares held indirectly through several Juniper funds. It establishes their initial beneficial ownership position and related relationships with those investment vehicles.

How many Orthofix (OFIX) shares do Juniper Multi-Strategy and related funds hold?

The filing shows Juniper Multi-Strategy Fund holding 45,426 Orthofix common shares, Juniper Targeted Opportunities holding 935,901 shares, and Juniper Targeted Opportunity Fund holding 3,219,216 shares, all reported as indirect ownership positions associated with Juniper Investment Company’s investment management role.

How are John A. Bartholdson and Alexis P. Michas related to Orthofix (OFIX) holdings?

The Form 3 states that John A. Bartholdson and Alexis P. Michas are managing members of Juniper Investment Company and the general partners of the Juniper funds. They share voting and dispositive power over the funds’ Orthofix shares, subject to the disclaimers noted.

Do Juniper Investment Company and its principals fully own the reported Orthofix (OFIX) shares?

The filing explains that Juniper Investment Company and its managing members may be deemed to beneficially own the funds’ Orthofix shares but disclaim beneficial ownership of all reported interests except to the extent of their pecuniary interests in those investment funds.

What type of ownership is reported for Juniper’s Orthofix (OFIX) position?

All reported positions are described as indirect ownership of Orthofix common stock through Juniper Targeted Opportunity Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy funds, with Juniper Investment Company acting as investment manager to these limited partnerships.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/29/2026 - 02:59 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Juniper Investment Company, LLC

(Last) (First) (Middle)

555 MADISON AVENUE

24TH FLOOR

(Street)

NEW YORK NEW YORK 10022-3315

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
05/21/2026

3. Issuer Name and Ticker or Trading Symbol
Orthofix Medical Inc. [ OFIX ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

6. Individual or Joint/Group Filing (Check Applicable Line)

	Form filed by One Reporting Person
X	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock, $0.10 par value per share	3,219,216	I	By: Juniper Targeted Opportunity Fund, L.P.(1)
Common Stock, $0.10 par value per share	935,901	I	By: Juniper Targeted Opportunities, L.P.(2)
Common Stock, $0.10 par value per share	45,426	I	Juniper Multi-Strategy Fund, L.P.(3)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

1. Name and Address of Reporting Person^*

Juniper Investment Company, LLC

(Last) (First) (Middle)

555 MADISON AVENUE

24TH FLOOR

(Street)

NEW YORK NEW YORK 10022-3315

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Bartholdson John A.

(Last) (First) (Middle)

C/O STONINGTON PARTNERS, INC.

540 MADISON AVENUE, 25TH FLOOR

(Street)

NEW YORK NEW YORK 10022

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

MICHAS ALEXIS P

(Last) (First) (Middle)

77 4TH AVENUE

C/O REVVITY

(Street)

WALTHAM MASSACHUSETTS 02451-7567

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

Explanation of Responses:

1. As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein.

2. As the investment manager of Juniper Targeted Opportunities, LP (Juniper Targeted Opportunities"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Targeted Opportunities, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunities, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of their pecuniary interest therein.

3. As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein.

	Juniper Investment Company, LLC, By:/s/ John A. Bartholdson	05/29/2026
	/s/ John A. Bartholdson	05/29/2026
	/s/ Alexis P. Michas	05/29/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)