STOCK TITAN

Orthofix Medical (NASDAQ: OFIX) logs new insider trades

(Moderate)
(Negative)
Form Type
4

Rhea-AI Filing Summary

Orthofix Medical Inc. (symbol: OFIX) is the issuer of record for a Form 4 filing submitted to the SEC.

Positive

  • None.

Negative

  • None.
Insider Juniper Investment Company, LLC, Bartholdson John A., MICHAS ALEXIS P
Role 10% Owner | 10% Owner | 10% Owner
Sold 39,500 shs ($403K)
Type Security Shares Price Value
Sale Common Stock, $0.10 par value per share F2, F3 20,000 $10.013 $200K
Sale Common Stock, $0.10 par value per share F1, F3 19,500 $10.3838 $202K
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 — 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.); Common Stock, $0.10 par value per share — 3,461,216 shares (Indirect, By: Juniper Targeted Opportunity Fund, L.P.)
Footnotes (5)
  1. F1. Represents the weighted average per share price with a range from $10.30 and $10.43. 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 $9.97 and $10.04. 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 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.
  4. F4. 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.
  5. F5. 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.

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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)
08/14/2026
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)

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 share08/14/2026S19,500A$10.3838(1)64,926IBy: Juniper Multi-Strategy Fund, L.P.(3)
Common Stock, $0.10 par value per share08/17/2026S20,000A$10.013(2)84,926IBy: Juniper Multi-Strategy Fund, L.P.(3)
Common Stock, $0.10 par value per share935,901IBy: Juniper Targeted Opportunities, L.P.(4)
Common Stock, $0.10 par value per share3,461,216IBy: Juniper Targeted Opportunity Fund, 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 $10.30 and $10.43. 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 $9.97 and $10.04. 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 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.
4. 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.
5. 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.
Juniper Investment Company, LLC, By:/s/ John A. Bartholdson08/18/2026
/s/ John A. Bartholdson08/18/2026
/s/ Alexis P. Michas08/18/2026
** 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)