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  4. [Form 3] Orthofix Medical Inc. Initial Statement of Beneficial Ownership

Juniper Investment Company (NASDAQ: OFIX) discloses indirect 10% Orthofix stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

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.

Positive

  • None.

Negative

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Insider Juniper Investment Company, LLC, Bartholdson John A., MICHAS ALEXIS P
Role null | null | null
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.)
Footnotes (1)
  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. 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. 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.
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
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"
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SEC Form 3
FORM 3UNITED 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)
DirectorX10% Owner
Officer (give title below)Other (specify below)
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm 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 share3,219,216IBy: Juniper Targeted Opportunity Fund, L.P.(1)
Common Stock, $0.10 par value per share935,901IBy: Juniper Targeted Opportunities, L.P.(2)
Common Stock, $0.10 par value per share45,426IJuniper 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 ExercisableExpiration DateTitleAmount 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
DirectorX10% 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
DirectorX10% 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
DirectorX10% 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. Bartholdson05/29/2026
/s/ John A. Bartholdson05/29/2026
/s/ Alexis P. Michas05/29/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR

FAQ

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.

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.