STOCK TITAN

Orthofix fund buys 190,000 shares at $8.86

The reported prices are weighted averages, with footnotes giving a separate trading range for each purchase.

(Very High)
(Positive)
Form Type
4/A

Rhea-AI Filing Summary

Orthofix Medical Inc. (OFIX) reported purchases of its common stock by Juniper Targeted Opportunity Fund, L.P.: 120,000 shares on September 18, 2026, at a weighted average of $8.7393 per share, and 190,000 shares on September 21, 2026, at a weighted average of $8.8599 per share. The reported price ranges were $8.65–$8.81 and $8.63–$8.98, respectively. Juniper Investment Company, LLC, John A. Bartholdson, and Alexis P. Michas were identified as 10% owners. Juniper Investment Company was identified as the fund’s investment manager, and Bartholdson and Michas as managing members who shared voting and dispositive power. All three disclaimed beneficial ownership except to the extent of their pecuniary interests. No Rule 10b5-1 plan is reported.

Positive

  • None.

Negative

  • None.

Insights

Analyzing...

Insider Juniper Investment Company, LLC, Bartholdson John A., MICHAS ALEXIS P
Role 10% Owner | 10% Owner | 10% Owner
Bought 310,000 shs ($2.73M)
Type Security Shares Price Value
Purchase Common Stock, $0.10 par value per share F2, F3 190,000 $8.8599 $1.68M
Purchase Common Stock, $0.10 par value per share F1, F3 120,000 $8.7393 $1.05M
holding Common Stock, $0.10 par value per share F4 -- -- --
holding Common Stock, $0.10 par value per share F5 -- -- --
Holdings After Transaction: Common Stock, $0.10 par value per share — 3,771,216 shares (Indirect, By: Juniper Targeted Opportunity Fund, L.P.); Common Stock, $0.10 par value per share — 84,926 shares (Indirect, By: Juniper Multi-Strategy Fund, L.P.); Common Stock, $0.10 par value per share — 935,901 shares (Indirect, By: Juniper Targeted Opportunities, L.P.)
Footnotes (5)
  1. F1. Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
  2. F2. Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
  3. F3. 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.
  4. F4. 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.
  5. F5. 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.
Shares purchased 120,000 shares Juniper Targeted Opportunity Fund, L.P. purchase on September 18, 2026
Weighted average price $8.7393 per share Purchase on September 18, 2026
Shares purchased 190,000 shares Juniper Targeted Opportunity Fund, L.P. purchase on September 21, 2026
Weighted average price $8.8599 per share Purchase on September 21, 2026
Indirect shares held 84,926 shares Juniper Multi-Strategy Fund, L.P., dated September 18, 2026
Indirect shares held 935,901 shares Juniper Targeted Opportunities, L.P., dated September 18, 2026
weighted average per share price financial
"Represents the weighted average per share price"
pecuniary interest financial
"except to the extent of its pecuniary interest therein"
voting and dispositive power regulatory
"share voting and dispositive power over such shares"

FAQ

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

How many OFIX shares did Juniper Targeted Opportunity Fund buy, and at what prices?

Juniper Targeted Opportunity Fund, L.P. purchased 120,000 shares on September 18, 2026, at a weighted average of $8.7393 per share, and 190,000 shares on September 21, 2026, at a weighted average of $8.8599 per share. The reported price ranges were $8.65–$8.81 and $8.63–$8.98, respectively.

What other OFIX fund holdings were reported?

The reported indirect holdings include 84,926 shares for Juniper Multi-Strategy Fund, L.P. and 935,901 shares for Juniper Targeted Opportunities, L.P., both dated September 18, 2026.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
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. Issuer Name and Ticker or Trading Symbol
Orthofix Medical Inc. [ OFIX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
DirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/18/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)
09/22/2026
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, $0.10 par value per share09/18/2026P120,000A$8.7393(1)3,581,216IBy: Juniper Targeted Opportunity Fund, L.P.(3)
Common Stock, $0.10 par value per share09/21/2026P190,000A$8.8599(2)3,771,216IBy: Juniper Targeted Opportunity Fund, L.P.(3)
Common Stock, $0.10 par value per share84,926IBy: Juniper Multi-Strategy Fund, L.P.(4)
Common Stock, $0.10 par value per share935,901IBy: Juniper Targeted Opportunities, L.P.(5)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)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. Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
2. Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
3. 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.
4. 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.
5. 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.
Juniper Investment Company, LLC, By:/s/ John A. Bartholdson09/23/2026
/s/ John A. Bartholdson09/23/2026
/s/ Alexis P. Michas09/23/2026
** 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 4 (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 4: SEC 1474 (03-26)

Keep reading