Alphatec Holdings, Inc. — fact timeline

Alphatec Holdings, Inc. shareholders approved Non-binding advisory vote on the compensation of named executive officers at the 2026-06-10 meeting.

“The stockholders approved, on a non-binding advisory basis, the compensation of the Company’s named executive officers by the following vote:”

Alphatec Holdings, Inc. shareholders approved Approval of Alphatec Holdings, Inc. 2026 Employee Stock Purchase Plan at the 2026-06-10 meeting.

“The stockholders approved the Alphatec Holdings, Inc. 2026 Employee Stock Purchase Plan by the following vote:”

Alphatec Holdings, Inc. shareholders approved Approval of Alphatec Holdings, Inc. 2026 Equity Incentive Plan at the 2026-06-10 meeting.

“The stockholders approved the Alphatec Holdings, Inc. 2026 Equity Incentive Plan by the following vote:”

Alphatec Holdings, Inc. shareholders approved Ratification of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year 2026 at the 2026-06-10 meeting.

“The stockholders ratified the selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for its fiscal year ending December 31, 2026 by the following vote:”

Alphatec Holdings, Inc. shareholders approved Election of seven directors to serve until the 2027 Annual Meeting at the 2026-06-10 meeting.

“The stockholders elected each of Mortimer Berkowitz III, Quentin Blackford, David Demski, Karen K. McGinnis, Patrick S. Miles, David R. Pelizzon, and Keith Valentine to serve on the Company’s Board of Directors for a term of one year until the 2027 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified, or until their earlier death or resignation, by the following vote:”

Alphatec Holdings, Inc. reported the quarter ended March 31, 2026 results: revenue $192 million, net income ($34) million. Guidance reaffirmed.

“today announced financial results for the quarter ended March 31, 2026, and business highlights. First Quarter 2026 Financial Results Quarter Ended March 31, 2026 Total revenue $192 million GAAP gross margin 71% Non-GAAP gross margin 72% GAAP operating expenses $159 million Non-GAAP operating expenses $132 million GAAP net income / (loss) ($34) million Non-GAAP net”

Alphatec Holdings, Inc. entered into Credit Agreement with JPMorgan Chase Bank, N.A., as administrative agent valued at $175.0 million term loan A facility and a $125.0 million revolving credit facility (effective 2026-05-01).

“On May 1, 2026 (the "Closing Date"), Alphatec Holdings, Inc. (the "Company") and certain of its domestic subsidiaries (collectively, the "Subsidiary Guarantors"), as guarantors party thereto, entered into a senior secured credit agreement (the "Credit Agreement") with JPMorgan Chase Bank, N.A., as administrative agent (the "Agent") and the lenders and issuing banks party thereto.”

Alphatec Holdings, Inc. incurred credit facility of $175.0 million term loan A facility and $125.0 million revolving credit facility with JPMorgan Chase Bank, N.A., as administrative agent at Term SOFR Rate or the Alternate Base Rate plus an applicable margin based on the maturing fifth anniversary of the Closing Date (the 'Scheduled Maturity Date').

“On May 1, 2026 (the “Closing Date”), Alphatec Holdings, Inc. (the “Company”) and certain of its domestic subsidiaries (collectively, the “Subsidiary Guarantors”), as guarantors party thereto, entered into a senior secured credit agreement (the “Credit Agreement”) with JPMorgan Chase Bank, N.A., as administrative agent (the “Agent”) and the lenders and issuing banks party thereto.”

Alphatec Holdings, Inc.: Approved amendment to increase authorized shares from 220,000,000 to 420,000,000 and common stock from 200,000,000 to 400,000,000 (effective 2025-06-12).

“On June 11, 2025, Alphatec Holdings, Inc. (the “Company”) held its 2025 annual meeting of stockholders (the “Annual Meeting”). At the Annual Meeting, the Company’s stockholders approved an amendment to the Company’s Amended and Restated Certificate of Incorporation (the “Amendment”) to increase the number of authorized shares of its stock from 220,000,000 to 420,000,000 and of its common stock from 200,000,000 to 400,000,000.”

Alphatec Holdings, Inc. incurred convertible notes of $405,000,000 with U.S. Bank Trust Company, National Association at 0.75% per annum maturing March 15, 2030.

“On March 7, 2025, Alphatec Holdings, Inc. (the “ Company ”) issued $405,000,000 principal amount of its 0.75% Convertible Senior Notes due 2030 (the “ Notes ”).”

Keith Valentine was appointed as director at Alphatec Holdings, Inc..

“Effective July 29, 2024, the Company's Board of Directors (“Board”) increased the number of directors to serve on the Board to ten members and appointed Keith Valentine to serve as a director of the Company”

James Tullis departed as Director at Alphatec Holdings, Inc..

“Elizabeth Altman, Marie Meynadier, David Mowry and James Tullis were not nominated for re-election at the Annual Meeting and, as such, each of their respective terms as directors concluded following the Annual Meeting.”

David Mowry departed as Director at Alphatec Holdings, Inc..

“Elizabeth Altman, Marie Meynadier, David Mowry and James Tullis were not nominated for re-election at the Annual Meeting and, as such, each of their respective terms as directors concluded following the Annual Meeting.”

Marie Meynadier departed as Director at Alphatec Holdings, Inc..

“Elizabeth Altman, Marie Meynadier, David Mowry and James Tullis were not nominated for re-election at the Annual Meeting and, as such, each of their respective terms as directors concluded following the Annual Meeting.”

Elizabeth Altman departed as Director at Alphatec Holdings, Inc..

“Elizabeth Altman, Marie Meynadier, David Mowry and James Tullis were not nominated for re-election at the Annual Meeting and, as such, each of their respective terms as directors concluded following the Annual Meeting.”

Alphatec Holdings, Inc. reported the fiscal year ended December 31, 2024 results: revenue $601 million. Guidance raised.

“For the fiscal year ended December 31, 2024, the Company now expects total revenue to grow 25% to $601 million compared to the previous expectation of $595 million. This includes surgical revenue of $536 million and EOS revenue of $65 million. The Company now expects non-GAAP adjusted EBITDA of approximately $23 million compared to the previous expectation of $22 million.”

Alphatec Holdings, Inc. reported the quarter ended March 31, 2024 results: revenue $138 million, net income ($48) million.

“First Quarter 2024 Financial Results Quarter Ended March 31, 2024 Total revenue $138 million GAAP gross margin 70% Non-GAAP gross margin 71% GAAP operating expenses $141 million Non-GAAP operating expenses $115 million GAAP net loss ($48) million Adjusted EBITDA ($3) million Adjusted EBITDA margin (2%) Ending cash balance $144 million”

Alphatec Holdings, Inc. reported year ended December 31, 2023 results: revenue $482 million.

“(EX-99.1) --- EX-99.1 Exhibit 99.1 ATEC Reports Fourth Quarter and Full-Year 2023 Financial Results and Recent Corporate Highlights Full year 2023 total revenue grew 37% to $482 million Full year 2023 adjusted EBITDA margin improved ~890 basis points Full year 2024 total revenue expected to approximate $595 million, enabling adjusted EBITDA margin expansion of”

Alphatec Holdings, Inc. reported the fourth quarter and full-year ended December 31, 2023 results: revenue over $480 million. Guidance initiated.

“ATEC Announces Record Preliminary Revenue Results for 2023 and 2024 Revenue Guidance Full-year 2023 total revenue grew approximately 37% to over $480 million Expected full-year 2024 total revenue of $595 million”

Scott Lish changed role as Chief Operating Officer at Alphatec Holdings, Inc..

“On January 1, 2024, Alphatec Holdings, Inc. (the “Company”) promoted Scott Lish to Chief Operating Officer.”

Alphatec Holdings, Inc. reported the fiscal year ended December 31, 2023 results: revenue $472 million. Guidance raised.

“operational excellence that ATEC is renowned for. Our best is yet to come.” Financial Outlook for the Full Year 2023 The Company continues to expect total revenue to grow 35% to $472 million for the fiscal year ended December 31, 2023, in line with the expectations previewed in conjunction with the release of preliminary third quarter financial results. This includes”

Alphatec Holdings, Inc. reported the quarter ended September 30, 2023 results: revenue $118 million. Guidance raised.

“--- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 ATEC Reports Third Quarter 2023 Financial Results and Raises Full Year 2023 Adjusted EBITDA Guidance Total revenue grew 32% to $118 million Surgical revenue grew 32% to $104 million and EOS revenue grew 30% to $14 million Delivered positive adjusted EBITDA of over $2 million CARLSBAD, Calif., November 6, 2023 –”

Alphatec Holdings, Inc. amended First Amendment to Underwriting Agreement with Morgan Stanley & Co. LLC, Cowen and Company, LLC and Barclays Capital Inc., as representatives of the several underwriters (effective 2023-10-24).

“On October 24, 2023, Alphatec Holdings, Inc. (the “Company”) entered into an Underwriting Agreement, as amended by the First Amendment to Underwriting Agreement, dated October 26 2023 (the “Underwriting Agreement”), with Morgan Stanley & Co. LLC, Cowen and Company, LLC and Barclays Capital Inc., as representatives of the several underwriters named therein (collectively, the “Underwriters”), relating to the issuance and sale of 14,300,000 shares of common stock of the Company (the “Offering”) at a public offering price of $10.50 per share.”

Alphatec Holdings, Inc. entered into Underwriting Agreement with Morgan Stanley & Co. LLC, Cowen and Company, LLC and Barclays Capital Inc., as representatives of the several underwriters valued at $150 million (effective 2023-10-24).

“On October 24, 2023, Alphatec Holdings, Inc. (the “Company”) entered into an Underwriting Agreement, as amended by the First Amendment to Underwriting Agreement, dated October 26 2023 (the “Underwriting Agreement”), with Morgan Stanley & Co. LLC, Cowen and Company, LLC and Barclays Capital Inc., as representatives of the several underwriters named therein (collectively, the “Underwriters”), relating to the issuance and sale of 14,300,000 shares of common stock of the Company (the “Offering”) at a public offering price of $10.50 per share.”

Alphatec Holdings, Inc. reported the quarter ended September 30, 2023 results: net income ($43.2) million to ($42.4) million.

“The Company expects preliminary unaudited net loss for the three months ended September 30, 2023 of ($43.2) million to ($42.4) million”

Dave Demski was appointed as director at Alphatec Holdings, Inc..

“On October 16, 2023, the Board of Directors of Alphatec Holdings Inc. (the "Board") appointed Dave Demski to serve as a director of Alphatec Holdings, Inc. (the "Company") for a term commencing on October 17, 2023 and expiring at the Annual Meeting of Stockholders of the Company in 2024 and until his successor is duly elected and qualifies, unless he sooner dies, retires or resigns.”

Alphatec Holdings, Inc. reported third quarter ended September 30, 2023 results: revenue $117.7M to $118.5M. Guidance raised.

“Alphatec Holdings, Inc. (Nasdaq: ATEC), a provider of innovative solutions dedicated to revolutionizing the approach to spine surgery, announced today select preliminary financial results for the third quarter ended September 30, 2023, and updated full-year 2023 revenue guidance ahead of investor meetings scheduled during the 2023 North American Spine Society (NASS) Annual Meeting . Preliminary Third Quarter 2023 Revenue Ranges Quarter Ended September 30, 2023 Surgical Revenue $103.3M to $103.9M EOS Revenue $14.3M to $14.5M Total Revenue $117.7M to $118.5M”

Alphatec Holdings, Inc. reported the quarter ended June 30, 2023 results: revenue $117 million. Guidance raised.

“ATEC Reports Second Quarter 2023 Financial Results and Raises Full Year 2023 Revenue and Adjusted EBITDA Guidance Total revenue grew 39% to $117 million”

Tyson Marshall was appointed as General Counsel and Corporate Secretary at Alphatec Holdings, Inc..

“On July 19, 2023, the Company appointed Tyson Marshall as the Company’s General Counsel and Corporate Secretary, effective immediately.”

Craig Hunsaker changed role as General Counsel and Corporate Secretary at Alphatec Holdings, Inc..

“Mr. Hunsaker stepped down from his role as the Company’s General Counsel and Corporate Secretary, effective as of July 19, 2023.”

Alphatec Holdings, Inc. shareholders approved Non-binding advisory vote on frequency of future advisory votes on executive compensation at the 2023-06-14 meeting.

“Proposal 6 The stockholders approved, on a non-binding advisory basis, holding the non-binding advisory vote on the compensation of the Company’s named executive officers on an annual basis by the following vote: 1 Year 2 Years 3 Years Abstentions Broker Non-Votes 57,105,729 15,650 132,321 13,477 23,028,753”

Alphatec Holdings, Inc. shareholders approved Non-binding advisory vote on compensation of named executive officers at the 2023-06-14 meeting.

“Proposal 5 The stockholders approved, on a non-binding advisory basis, the compensation of the Company’s named executed officers by the following vote: Votes For Votes Against Abstentions Broker Non-Votes 56,507,999 728,685 30,493 23,028,753”

Alphatec Holdings, Inc. shareholders approved Amendment of the Company’s 2016 Equity Incentive Plan at the 2023-06-14 meeting.

“Proposal 4 The stockholders approved the amendment of the Company’s 2016 Equity Incentive Plan by the following vote: Votes For Votes Against Abstentions Broker Non-Votes 45,377,491 11,867,419 22,267 23,028,753”

Alphatec Holdings, Inc. shareholders approved Amendment of the Company’s 2007 Employee Stock Purchase Plan at the 2023-06-14 meeting.

“Proposal 3 The stockholders approved the amendment of the Company’s 2007 Employee Stock Purchase Plan by the following vote: Votes For Votes Against Abstentions Broker Non-Votes 57,112,289 133,808 21,080 23,028,753”

Alphatec Holdings, Inc. shareholders approved Ratification of Deloitte & Touche LLP as independent registered public accounting firm at the 2023-06-14 meeting.

“Proposal 2 The stockholders ratified the selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for its fiscal year ending December 31, 2023 by the following vote: Votes For Votes Against Abstentions Broker Non-Votes 80,206,770 78,563 10,597 0”

Alphatec Holdings, Inc. shareholders approved Election of directors at the 2023-06-14 meeting.

“Proposal 1 The stockholders elected each of Elizabeth Altman, Evan Bakst, Mortimer Berkowitz III, Quentin Blackford, Karen K. McGinnis, Marie Meynadier, Patrick S. Miles, David H. Mowry, David R. Pelizzon, Jeffrey P. Rydin, James L.L. Tullis, and Ward W. Woods to serve on the Company’s Board of Directors for a term of one year until the 2024 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified, or until their earlier death or resignation, by the following vote: Nominee Votes For Votes Withheld Broker Non-Votes Elizabeth Altman 56,013,332 1,253,845 23,028,753”

Alphatec Holdings, Inc. reported the quarter ended March 31, 2023 results: revenue $109 million. Guidance reaffirmed.

“ATEC Reports First Quarter 2023 Financial Results Total revenue grew 54% to $109 million, including surgical revenue growth of 55% EOS revenue grew to $15 million Adjusted EBITDA margin improved 1,080 basis points year-over-year”

Alphatec Holdings, Inc. entered into Underwriting Agreement with Cowen and Company, LLC valued at approximately $60 million (effective 2023-04-19).

“On April 19, 2023, Alphatec Holdings, Inc. (the “Company”) entered into an Underwriting Agreement (the “Underwriting Agreement”) with Cowen and Company, LLC (the “Underwriter”), relating to an underwritten registered offering (the “Offering”) of 4,285,715 shares of the Company’s common stock, $0.0001 par value per share (the “Common Stock”), at a price of $14.00 per share.”

Alphatec Holdings, Inc. reported full-year 2023 results: revenue $450 million. Guidance raised.

“The Company now anticipates full-year 2023 total revenue of $450 million compared to a prior expectation of $438 million, reflecting growth of approximately 28% year-over-year.”

Alphatec Holdings, Inc. reported first quarter ended March 31, 2023 results: revenue expected range of between $108.0 million and $109.5 million. Guidance reaffirmed.

“Preliminary Financial Results The Company’s preliminary total revenue for the first quarter ended March 31, 2023 grew over 52% year-over-year to an expected range of between $108.0 million and $109.5 million. Preliminary surgical revenue grew for the first quarter ended March 31, 2023 over 53% to an expected range of between $93.2 million and $94.3 million, led by”

Alphatec Holdings, Inc. completed an acquisition involving Integrity Implants Inc. and Fusion Robotics, LLC (the Sellers) and stockholders of Integrity for $55,000,000 (closed 2023-04-19).

“of the Asset Transaction. As consideration for the purchase of the REMI Business assets in the Asset Transaction, Spine agreed to pay to the Sellers cash consideration of $55,000,000. The Asset Transaction was also consummated on April 19, 2023. The REMI (Robotic-Enabled Minimally Invasive) System is an intra-operative platform developed by spine experts with”

Alphatec Holdings, Inc. entered into Asset Purchase Agreement with Integrity Implants Inc. and Fusion Robotics, LLC valued at $55,000,000 cash consideration (effective 2023-04-19).

“On April 19, 2023, Alphatec Spine, Inc., a California corporation (“ Spine ”) and wholly owned subsidiary of Alphatec Holdings, Inc., a Delaware corporation (the “ Company ”), Integrity Implants Inc., a Delaware corporation (“ Integrity ”), Fusion Robotics, LLC, a Delaware limited liability company (“ Fusion ” and together with Integrity, collectively, the “ Sellers ”) and wholly owned subsidiary of Integrity, and stockholders of Integrity identified on Schedule A of the Purchase Agreement (as defined below) (the “ Key Stockholders ”) entered into an Asset Purchase Agreement (the “ Purchase Agreement ”).”

Alphatec Holdings, Inc. reported Year Ended December 31, 2022 results: revenue $351 million. Guidance reaffirmed.

“Full-year revenue grows 44% to $351 million, including EOS revenue of $48 million”

Alphatec Holdings, Inc. reported Quarter Ended December 31, 2022 results: revenue $106 million. Guidance reaffirmed.

“Fourth quarter revenue grows 43% to $106 million”

Alphatec Holdings, Inc. reported full-year 2023 results: revenue $438 million. Guidance initiated.

“The Company anticipates full-year 2023 total revenue of $438 million”

Alphatec Holdings, Inc. reported the year ended December 31, 2022 results: revenue $350.1M to $351.1M.

“Total Revenue $105.2M to $106.2M $350.1M to $351.1M”

Alphatec Holdings, Inc. incurred term loan of an initial term loan facility in the amount of $100.0 million and a delayed draw term loan facility in an aggregate prin with Braidwell Transaction Holdings LLC – Series 1 at SOFR Interest Rate plus 5.75% per annum maturing January 6, 2028.

“The Term Loan Agreement provides for (i) an initial term loan facility in the amount of $100.0 million, which was funded in its entirety on the Closing Date and (ii) a delayed draw term loan facility (the “DDTL”) in an aggregate principal amount not to exceed $50.0 million, which, subject to certain conditions set forth in the Term Loan Agreement, may be drawn until the date that is 18 months after the Closing Date.”

Alphatec Holdings, Inc. amended Omnibus Joinder and Amendment No. 1 to Credit, Security and Guaranty Agreement with MidCap Funding IV Trust (effective 2023-01-06).

“on January 6, 2023, the Company entered into that certain Omnibus Joinder and Amendment No. 1 to Credit, Security and Guaranty Agreement (the “ABL Amendment”), by and among the Company, Spine, SafeOp, the ABL Agent and the lenders party thereto.”

Alphatec Holdings, Inc. entered into Credit, Security and Guaranty Agreement with Braidwell Transaction Holdings LLC – Series 1 valued at $100.0 million (effective 2023-01-06).

“On January 6, 2023 (the “Closing Date”), Alphatec Holdings, Inc. (the “Company”) as borrower, and its wholly owned subsidiaries, Alphatec Spine, Inc. (“Spine”) and SafeOp Surgical, Inc. (“SafeOp,” and together with the Company and Spine, the “Credit Parties”), as guarantors, entered into that certain Credit, Security and Guaranty Agreement (the “Term Loan Agreement”), by and among the Credit Parties, the other guarantors from time to time party thereto, Braidwell Transaction Holdings LLC – Series 1 (“Braidwell”), as a lender, the other lenders from time to time party thereto (together with Braidwell, the “Term Lenders”), and Wilmington Trust, National Association, as administrative agent and collateral agent (in such capacities, the “Term Agent”).”

Alphatec Holdings, Inc. reported fiscal year ended December 31, 2022 results: revenue $340 million. Guidance reaffirmed.

“The Company expects total revenue of $340 million for the fiscal year ended December 31, 2022, in line with the 40% full-year growth rate previewed in conjunction with the release of preliminary third quarter financial results.”