Berkowitz Mortimer III
Director · ATEC
As of 2026-09-16, Berkowitz Mortimer III has 3 Form 4 transactions on record across 1 company — 1 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Reconstructed holdings
- Direct $6.8M
- Indirect $0
| ATEC | direct | 650,062 sh | $6.8M |
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2025-09-09 | ATEC | Sale | 62,500 @ $15.97 | $998K | −9.2% of holding | 618,050 | Form 4 |
2 award / exercise / gift records — not counted as purchases
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.