{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-24-002719","form_type":"8-K","ticker":"TMCI","cik":"0001630627","company_name":"TREACE MEDICAL CONCEPTS, INC.","filed_at":"2024-01-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.868549+00:00","generated_at":"2026-06-07T02:20:06.871281+00:00","sec_items":["2.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Treace Medical reports preliminary Q4 2023 revenue ~$62M, full-year ~$187M above guidance","bullets":["Preliminary Q4 revenue $61.8M–$62.2M, ~25% YoY increase; full-year revenue $186.7M–$187.1M, ~32% increase and above guidance of $182M–$186M.","Blended avg. revenue per Lapiplasty kit in Q4 was $6,437, a record high and 9% increase over Q4 2022.","Added ~164 new active surgeons in Q4 and ~468 for full year; total active surgeons ~2,855, up 20% YoY.","Direct sales reps at 227, up 35% over end of 2022; direct channel contributed 82% of Q4 revenue.","2024 financial guidance to be provided on the Feb 27, 2024 earnings call."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-24-002719","json":"https://secwatch.observer/filing/0000950170-24-002719.json","markdown":"https://secwatch.observer/filing/0000950170-24-002719.md","text":"https://secwatch.observer/filing/0000950170-24-002719.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1630627/000095017024002719/0000950170-24-002719-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1630627/000095017024002719/tmci-20240108.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T02:20:06.871281+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"47ef49fbc78e076e1c12d87102e5f9d9a1720797","claim":"TREACE MEDICAL CONCEPTS, INC. reported the fourth quarter of 2023 results: revenue $61.8 million to $62.2 million.","evidence_excerpt":"Preliminary revenue of $61.8 million to $62.2 million in the fourth quarter of 2023","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1630627/000095017024002719/0000950170-24-002719-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter of 2023"},{"label":"Revenue","value":"$61.8 million to $62.2 million"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"},{"claim_id":"4b03fae668673e32461e2b810094a399bad0a4ba","claim":"TREACE MEDICAL CONCEPTS, INC. reported the full-year 2023 results: revenue $186.7 million to $187.1 million.","evidence_excerpt":"Preliminary revenue of $186.7 million to $187.1 million for the full-year 2023","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1630627/000095017024002719/0000950170-24-002719-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full-year 2023"},{"label":"Revenue","value":"$186.7 million to $187.1 million"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}