Welcome to our dedicated page for Treace Medical Concepts SEC filings (Ticker: TMCI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Treace Medical Concepts, Inc. filings document the regulatory disclosures of a medical technology company focused on devices for bunion and related midfoot surgery. Its 8-K reports cover operating results, preliminary unaudited financial information, Regulation FD investor materials, press-release exhibits and Inline XBRL cover data.
The company’s SEC record also includes disclosures on material financing arrangements, including term loan and revolving loan agreements, as well as officer departures, board changes and committee matters. Proxy materials address annual meeting procedures, director elections, executive compensation, equity awards and corporate governance for the Delaware corporation.
Treace Medical Concepts director Betsy Hanna received an equity award of 30,000 restricted stock units (RSUs). Each RSU converts into one share of common stock and will vest 100% on the earlier of May 19, 2027 or the 2027 annual stockholder meeting, contingent on continued service. After this grant, she holds 75,243 shares, including the 30,000 RSUs, with settlement of these units deferred until a change in control or her separation of service.
Treace Medical Concepts, Inc. reported a Schedule 13G/A amendment showing Armistice Capital, LLC and Steven Boyd beneficially own 6,364,000 shares of common stock, representing 9.85% of the class as reported. The filing states Armistice Capital, as investment manager to Armistice Capital Master Fund Ltd., exercises shared voting and dispositive power over those shares.
The statement identifies the Reporting Persons, gives principal addresses, and includes a joint filing statement and signatures dated May 15, 2026. The filing explains the Master Fund holds the shares and disclaims beneficial ownership to the extent of its inability to vote or dispose of the securities due to the Investment Management Agreement.
Treace Medical Concepts, Inc. Chief Executive Officer John T. Treace reported open-market purchases of the company’s common stock. On May 14, he bought 61,750 shares at a weighted average price of $2.6153 per share. On May 13, he bought 49,013 shares at $2.4592 per share, and on May 12, he bought 43,000 shares at $2.1739 per share, all in multiple transactions within stated price ranges. Following these purchases, he directly owns 7,158,313 shares, which include 542,784 restricted stock units, and also reports indirect holdings through trusts and his spouse while disclaiming beneficial ownership of those indirectly held shares.
Bank of America Corporation filed a Schedule 13G reporting beneficial ownership of 3,533,774 shares of Treace Medical Concepts, Inc. Common Stock. The filing states this equals 5.5% of the class based on 64,590,503 outstanding shares as of February 20, 2026, per the issuers Form 10-K. The Schedule 13G lists shared voting and dispositive power over the reported shares and identifies related subsidiaries (BofA Securities, Inc.; Bank of America, N.A.; Merrill Lynch International) as relevant holders.
Treace Medical Concepts reported first quarter 2026 revenue of $47.2 million, a 10% decline from $52.6 million in the same period of 2025. Gross profit was $37.4 million with gross margin steady at 79.3%. Net loss widened to $18.0 million, or $0.28 per share, and Adjusted EBITDA was a loss of $5.5 million.
Cash, cash equivalents, and marketable securities totaled $51.9 million as of March 31, 2026, and the company also has access to an existing credit facility providing an additional $115 million of liquidity. Management reaffirmed full-year 2026 revenue guidance of $202–$212 million and expects an Adjusted EBITDA loss of $4–$6 million, alongside about a 50% reduction in cash usage versus 2025.
Treace Medical Concepts, Inc. Chief Financial Officer Mark Hair reported a routine share disposition related to tax withholding. On this Form 4, 11,547 shares of common stock were withheld to cover tax obligations, leaving him with 952,002 shares, including 786,691 restricted stock units.
Treace Medical Concepts, Inc. announced preliminary first quarter 2026 results and a leadership change. For the three months ended March 31, 2026, preliminary revenue is expected to be in the range of $47.0 million to $47.2 million. Preliminary cash, cash equivalents and marketable securities are expected to total about $51.9 million as of March 31, 2026, up from $48.4 million as of December 31, 2025 and a smaller increase in the first quarter of 2025.
The company updated its full-year 2026 revenue guidance to $202 million to $212 million, slightly raising the low end of the prior outlook to reflect continued case volume growth and headwinds from product and price mix in its expanded bunion portfolio. Treace also disclosed that Chief Commercial Officer Gaetano M. Guglielmino will depart as of April 8, 2026. His responsibilities will be absorbed by existing staff, with the Senior Vice President, Sales reporting directly to the Chief Executive Officer. Guglielmino will serve as an independent consultant through January 31, 2027 under a paid consulting agreement that includes a monthly fee, COBRA premiums, a pro-rated 2026 bonus, apartment rent coverage until lease assignment, and continued vesting of prior equity awards.
Treace Medical Concepts, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on May 19, 2026 at 11:00 a.m. Eastern Time. Stockholders will elect three Class II directors, approve on an advisory basis executive compensation, and ratify Grant Thornton LLP as independent auditor for 2026.
The Board recommends voting FOR all three proposals. The record date is March 23, 2026, covering 64,784,436 outstanding common shares. Treace highlights a bunion-focused portfolio now addressing all four bunion classes, with over 134,000 Lapiplasty patients treated since late 2015 and several new systems launched in 2025.
The company emphasizes a culture of integrity, a seven-member classified board with six independent directors, and human capital initiatives, including approximately 450 employees, internal promotions, low undesired turnover and high employee engagement relative to medical device and biotechnology peers.