Treace Medical Concepts, INC

Market Movers (8-K)

NASDAQ
Treace Medical Concepts stockholders re-elected three directors, approved executive compensation, and ratified the appointment of Grant Thornton LLP.
NASDAQ
Treace Medical Concepts reported a 10% decrease in first-quarter 2026 revenue to $47.2 million and an increased net loss of $18.0 million, while reaffirming full-year guidance.
Worse than expected
NASDAQ
Treace Medical Concepts announced preliminary Q1 2026 revenue between $47.0M-$47.2M and updated full-year 2026 guidance, alongside the departure of its Chief Commercial Officer.
NASDAQ
Treace Medical Concepts reported full-year 2025 revenue growth of 2% to $212.7 million but saw a Q4 2025 revenue decrease of 9% and projects a 2026 revenue decline.
Capital raise
Worse than expected
NASDAQ
Treace Medical Concepts announced preliminary unaudited Q4 and full-year 2025 revenue, with full-year results meeting guidance despite a Q4 decline.
NASDAQ
Treace Medical Concepts has secured a new $175 million debt financing package and appointed John K. Bakewell as lead independent director.
Capital raise

Quarterly Earnings (10-Q)

NASDAQ
Treace Medical Concepts reported a 10.2% revenue decrease in Q1 2026 compared to the prior year, driven by a shift from higher-priced Lapiplasty systems to lower-priced minimally invasive alternatives.
Worse than expected
NASDAQ
Treace Medical Concepts reports an 11.4% revenue increase in Q3 2025, driven by new product sales and initial stocking orders, but faces increased net losses due to rising legal and operating expenses.
Worse than expected
Capital raise
NASDAQ
Treace Medical Concepts reported a narrower net loss and increased revenue for the second quarter and first half of 2025, driven by higher product sales and reduced sales and marketing expenses.
Better than expected
Capital raise
NASDAQ
Treace Medical Concepts saw a slight increase in revenue for the first quarter of 2025, while continuing to invest in new product development and manage macroeconomic headwinds.
NASDAQ
Treace Medical Concepts saw a 10.6% increase in revenue in the third quarter of 2024 compared to the same period last year, driven by new product adoption and increased sales of ancillary products.
Worse than expected
Capital raise
NASDAQ
Treace Medical Concepts experienced a revenue increase of 6% year-over-year in the second quarter, but also saw a significant rise in operating expenses and net losses.
Worse than expected
Capital raise

Annual Reports (10-K)

NASDAQ
Treace Medical Concepts, Inc. reported a net loss of $59.0 million for fiscal year 2025, despite a slight revenue increase and new product introductions in the competitive bunion correction market.
Capital raise
Worse than expected
NASDAQ
Treace Medical Concepts' 2024 10-K filing reveals a year of revenue growth alongside continued net losses, highlighting strategic investments in product innovation and market penetration within the bunion and midfoot correction market.
Worse than expected
NASDAQ
Treace Medical Concepts updates its non-employee director compensation program and files its annual report, highlighting financial performance and strategic initiatives.
Worse than expected

Insider Trading (Form 4)

NASDAQ
CEO John Treace filed an amendment to correct administrative errors regarding the volume of shares purchased on June 10 and 11, 2026.
NASDAQ
CEO John Treace purchased 52,317 shares of Treace Medical Concepts, Inc. across two days of open market transactions.
NASDAQ
John T. Treace, CEO of Treace Medical Concepts, Inc. (TMCI), acquired 50,000 shares of common stock on June 1, 2026, at an average price of $3.5583 per share.
NASDAQ
CEO John Treace purchased 115,520 shares of Treace Medical Concepts, Inc. across three days in May 2026.
NASDAQ
Treace Medical Concepts director John Bakewell was granted 30,000 restricted stock units as part of an equity compensation award.
NASDAQ
Treace Medical Concepts director Jane E. Kiernan was granted 30,000 restricted stock units as part of annual compensation.

Proxy Statements (Def-14A)

NASDAQ
Treace Medical Concepts, Inc. has released its 2026 proxy statement detailing director elections, executive compensation, and auditor ratification.
Worse than expected
NASDAQ
Treace Medical Concepts, Inc. announces its 2025 Annual Meeting of Stockholders to be held virtually on May 20, 2025, with proxy materials available online.
NASDAQ
Treace Medical Concepts schedules its 2025 Annual Meeting of Stockholders for May 20, 2025, highlighting key accomplishments and a board transition.
Worse than expected
NASDAQ
Treace Medical Concepts, Inc. announces its annual stockholder meeting to be held virtually on May 17, 2022, with proposals including the election of directors and ratification of the independent auditor.
NASDAQ
Treace Medical Concepts will hold its 2024 Annual Meeting of Stockholders virtually on May 21, 2024, to vote on director elections, executive compensation, and auditor ratification.

Schedule 13G - Passive Investments

NASDAQ
Armistice Capital, LLC and Steven Boyd have reported beneficial ownership of 9.85% of Treace Medical Concepts, Inc. common stock as of March 31, 2026.
NASDAQ
Bank of America Corporation has reported a beneficial ownership of 3,533,774 shares, representing 5.5% of the outstanding common stock of Treace Medical Concepts, Inc.
NASDAQ
Neil Gagnon and affiliated entities, Gagnon Securities LLC and Gagnon Advisors, LLC, reported a combined beneficial ownership of 9.6% in Treace Medical Concepts, Inc. as of December 31, 2025.
NASDAQ
William Blair Investment Management, LLC has disclosed a 1.8% beneficial ownership stake in Treace Medical Concepts, Inc. as of December 31, 2025.
NASDAQ
Armistice Capital, LLC and Steven Boyd have reported a 9.99% beneficial ownership stake in Treace Medical Concepts, Inc., holding 6,316,000 shares as of September 30, 2025.
NASDAQ
William Blair Investment Management, LLC has reported a 5.8% beneficial ownership stake in Treace Medical Concepts, Inc. common stock.