Mortimer Berkowitz  III net worth and biography

Mortimer III Biography and Net Worth

Director of Alphatec

Mortimer Berkowitz III is the Lead Director and has served as a member of the Board of Directors since March 2005. From April 2007 through July 2011, he also served as the Chairman of the Board of Directors. He is currently President and CEO of InnovaHealth Partners, L.P. He is also a managing member of HGP, LLC, which is the general partner of HealthpointCapital Partners, LP, President, and a managing director of HealthpointCapital, LLC. He has held the position with HGP, LLC since its formation in August 2002, as well as the positions of managing director and member of the Board of Managers of HealthpointCapital, LLC since its formation in July 2002 and the position of President of HealthpointCapital, LLC since February 2005. Prior to joining HealthpointCapital, LLC, Mr. Berkowitz was managing director and co-founder of BPI Capital Partners, LLC, a private equity firm founded in 1990. Prior to 1990, Mr. Berkowitz spent 11 years in the investment banking industry with Goldman, Sachs & Co., Lehman Brothers Incorporated and Merrill Lynch & Co. Mr. Berkowitz serves on the Leadership Council of the Harvard School of Public Health.

What is Mortimer Berkowitz III's net worth?

The estimated net worth of Mortimer Berkowitz III is at least $13.26 million as of September 9th, 2025. III owns 618,050 shares of Alphatec stock worth more than $13,257,173 as of December 7th. This net worth evaluation does not reflect any other assets that III may own. Learn More about Mortimer Berkowitz III's net worth.

How do I contact Mortimer Berkowitz III?

The corporate mailing address for III and other Alphatec executives is 5818 EL CAMINO REAL, CARLSBAD CA, 92008. Alphatec can also be reached via phone at (760) 431-9286 and via email at [email protected]. Learn More on Mortimer Berkowitz III's contact information.

Has Mortimer Berkowitz III been buying or selling shares of Alphatec?

Mortimer Berkowitz III has not been actively trading shares of Alphatec during the last quarter. Most recently, Mortimer Berkowitz III sold 62,500 shares of the business's stock in a transaction on Tuesday, September 9th. The shares were sold at an average price of $15.97, for a transaction totalling $998,125.00. Following the completion of the sale, the director now directly owns 618,050 shares of the company's stock, valued at $9,870,258.50. Learn More on Mortimer Berkowitz III's trading history.

Who are Alphatec's active insiders?

Alphatec's insider roster includes Evan Bakst (Director), Jeffrey Black (CFO), David Demski (Director), Jason Hochberg (Director), Craig Hunsaker (EVP), Mortimer III (Director), John Koning (Chief Financial Officer), Scott Lish (SVP), Tyson Marshall (General Counsel & Corporate Secretary), Patrick Miles (CEO), David Mowry (Director), David Pelizzon (Director), Jennifer Pritzker (Major Shareholder), Jeffrey Rydin (Director), Paul Segal (Major Shareholder), David Sponsel (EVP), and James Tullis (Director). Learn More on Alphatec's active insiders.

Are insiders buying or selling shares of Alphatec?

In the last twelve months, insiders at the medical technology company sold shares 47 times. They sold a total of 3,582,443 shares worth more than $63,320,843.20. The most recent insider tranaction occured on December, 1st when CEO Patrick Miles sold 100,000 shares worth more than $2,211,000.00. Insiders at Alphatec own 22.8% of the company. Learn More about insider trades at Alphatec.

Information on this page was last updated on 12/1/2025.

Mortimer Berkowitz III Insider Trading History at Alphatec

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/9/2025Sell62,500$15.97$998,125.00618,050View SEC Filing Icon  
6/9/2022Buy16,000$7.20$115,200.00555,121View SEC Filing Icon  
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Mortimer Berkowitz III Buying and Selling Activity at Alphatec

This chart shows Mortimer Berkowitz III's buying and selling at Alphatec by year and by quarter.

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Alphatec Company Overview

Alphatec logo
Alphatec Holdings, Inc., a medical technology company, designs, develops, and advances technologies for the surgical treatment of spinal disorders in the United States and internationally. It manufactures and sells implants and instruments through third-party suppliers. The company offers Alpha InformatiX product platform, including EOS imaging system that provides full-body imaging; VEA alignment mobile application, which leverages EOS technology to more quickly quantify alignment parameters on a mobile device; SafeOp Neural InformatiX System that automates electromyographic and somatosensory evoked potential monitoring; and Valence, an intra-operative system that integrates navigation and robotics into spine procedures, as well as Sigma Prone TransPsoas (PTP) Access and PTP Patient Positioning Systems. It also provides split-blade retractors; Sigma-ALIF Access System, a procedure-specific access system; spinal implants and fixation systems comprising NanoTec surface modifications, Calibrate PSX, and Invictus, as well as various standalone implants for height restoration and stabilization. In addition, the company provides biologics comprising 3D ProFuse Osteoconductive Bioscaffold for ease of handling and better endplate-to-endplate contact; AlphaGRAFT Demineralized Bone Matrix (DBM) comprising demineralized human tissues; AlphaGRAFT DBM Fibers comprising demineralized fibers; AlphaGRAFT Cellular Bone Matrix (CBM), a growth factor-enriched cellular bone matrix; AlphaGRAFT CBM that is delivered in granular, fiber, or structural form; BioCORE Moldable Bioactive Graft, a synthetic mineral-collagen composite matrix that can be molded to fit the bone defect; and Amnioshield Amniotic Tissue Barrier, an allograft for spinal surgical barrier applications. The company sells its products through a network of independent sales agents and direct sales representatives. Alphatec Holdings, Inc. was founded in 1990 and is headquartered in Carlsbad, California.
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Today's Range

Now: $21.45
Low: $21.28
High: $21.65

50 Day Range

MA: $17.79
Low: $13.14
High: $23.23

2 Week Range

Now: $21.45
Low: $8.69
High: $22.66

Volume

1,848,528 shs

Average Volume

2,027,225 shs

Market Capitalization

$3.19 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.08