Form 4: Alphatec Holdings Executive Receives Significant RSU Grants

Sentiment:

SEC Form 4 Filing


David Sponsel, EVP of Sales at Alphatec Holdings, was granted a total of 269,019 restricted stock units (RSUs) on January 29, 2025, with varying vesting schedules.

Summary

  • David Sponsel, the EVP of Sales at Alphatec Holdings, received multiple grants of restricted stock units (RSUs) on January 29, 2025.
  • The first grant was for 133,591 RSUs, awarded based on the company's performance criteria for the fiscal year ending December 31, 2024.
  • These RSUs will vest in three equal installments on March 5, 2025, March 5, 2026, and March 5, 2027.
  • A second grant of 114,322 RSUs was also awarded, vesting in three equal installments on March 5, 2026, March 5, 2027, and March 5, 2028.
  • Additionally, 21,106 RSUs were granted in lieu of a portion of Sponsel's 2024 cash bonus, vesting on December 5, 2025.
  • The total number of RSUs granted was 269,019, increasing Sponsel's direct holdings to 771,330 shares.

Sentiment

Score: 7

Explanation: The document reflects a positive event for the executive and indicates the company's commitment to incentivizing its leadership. It is a standard practice and does not indicate any negative sentiment.

Positives

  • The RSU grants indicate the company's confidence in the executive's performance and future contributions.
  • The vesting schedules provide an incentive for continued performance and retention of the executive.
  • The grant of RSUs in lieu of cash bonus suggests a strategic approach to compensation.

Risks

  • The vesting of RSUs is contingent on the executive's continued employment with the company.
  • The value of the RSUs is subject to the market price of the company's stock, which can fluctuate.

Future Outlook

The document does not contain any specific forward-looking statements beyond the vesting schedules of the RSUs.

Industry Context

The granting of RSUs is a common practice in the industry to incentivize and retain key executives. This is a standard form 4 filing for a stock grant.

Comparison to Industry Standards

  • RSU grants are a common form of executive compensation in the medical device industry, aligning executive interests with shareholder value.
  • Companies like Medtronic and Stryker also use equity-based compensation to attract and retain talent.
  • The vesting schedules are typical for RSU grants, usually over a 3-4 year period.

Stakeholder Impact

  • Shareholders may view the RSU grants as a positive sign of the company's commitment to retaining key talent.
  • Employees may see this as a positive sign of the company's financial health and commitment to its leadership.

Key Dates

DateDescription
01/24/2025Date used to determine the 30-day average trading price of the issuer's common stock for the bonus RSU grant.
01/29/2025Date of the RSU grants to David Sponsel.
01/31/2025Date the Form 4 was signed.
03/05/2025First vesting date for the first RSU grant.
03/05/2026Second vesting date for the first RSU grant and first vesting date for the second RSU grant.
03/05/2027Third vesting date for the first RSU grant and second vesting date for the second RSU grant.
03/05/2028Third vesting date for the second RSU grant.
12/05/2025Vesting date for the RSU grant in lieu of cash bonus.

Keywords

RSU, Restricted Stock Units, Executive Compensation, Stock Grant, Alphatec Holdings, ATEC, David Sponsel, Vesting, Equity

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