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| Keyboard |
| Shoulder Innovations Inc | |
|---|---|
| Ticker | SIEGY |
| CIK # | 0001699350 |
| CUSIP | 826197501 |
| Sector | Life Sciences - Surgical & Medical Instruments & Apparatus |
| Address | 13827 Port Sheldon Street, Holland, MI 49424 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Shoulder Innovations Inc | 2025-03-18 | 20.1 M | Exemption: 506(b) · Remaining: $20,018,555 · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001699350] | 10-K | |
| [0001699350] | 10-Q | |
| [0001699350] | 3 | |
| [0001699350] | 4 | |
| [0001699350] | 8-K | |
| [0001699350] | D | |
| [0001699350] | SC 13D | |
| [0001699350] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| LSV Associates II LLC | Shoulder Innovations Inc | [2025-11-14] | 0.0 |
| Presidio Management Group XII LLC | Shoulder Innovations Inc | [2025-11-14] | 0.0 |
| Cultivate MD Holdings LLC | Shoulder Innovations Inc | [2025-11-12] | 0.0 |
| Arboretum Ventures VI LP | Shoulder Innovations Inc | [2025-08-08] | 0.0 |
| Gilde Healthcare Holding BV | Shoulder Innovations Inc | [2025-08-05] | 0.0 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Buckman Paul
Common Stock
|
2026-03-13 | Option exercise | 26,205 | $2.10 | 55,030 |
|
Buckman Paul
Common Stock
|
2026-03-13 | Tax withheld | 3,292 | $14.62 | 48,129 |
|
Buckman Paul
Common Stock
|
2026-03-13 | Tax withheld | 3,714 | $14.82 | 55,041 |
|
Points Jeffrey S
Common Stock
|
2026-03-13 | Option exercise | 13,264 | $2.48 | 32,895 |
|
Points Jeffrey S
Stock Option · derivative
|
2026-03-13 | Option exercise | 13,264 | $0.00 | |
|
Ball Robert Joseph
Common Stock
|
2026-03-13 | Buy | 2,200 | $15.18 | 33,396 |
|
Buchholz Richard
Common Stock
|
2026-03-13 | Buy | 1,000 | $14.84 | 14,840 |
|
Buckman Paul
Common Stock
|
2026-03-13 | Option exercise | 19,401 | $2.48 | 48,114 |
|
Points Jeffrey S
Common Stock
|
2026-03-13 | Buy | 2,000 | $15.00 | 30,000 |
|
Buckman Paul
Stock Option · derivative
|
2026-03-13 | Option exercise | 19,401 | $0.00 | |
|
Buckman Paul
Stock Option · derivative
|
2026-03-13 | Option exercise | 26,205 | $0.00 | |
|
Ball Robert Joseph
Stock Option · derivative
|
2026-02-06 | Option exercise | 10,000 | $0.00 | |
|
Ball Robert Joseph
Stock Option · derivative
|
2026-02-06 | Option exercise | 2,062 | $0.00 | |
|
Ball Robert Joseph
Common Stock
|
2026-02-06 | Option exercise | 10,000 | $2.48 | 24,800 |
|
Ball Robert Joseph
Common Stock
|
2026-02-06 | Option exercise | 2,062 | $2.10 | 4,330 |
|
Ahearn Matthew Fraser
Stock Option · derivative
|
2026-01-30 | Grant | 88,450 | $0.00 | |
|
Points Jeffrey S
Stock Option · derivative
|
2026-01-30 | Grant | 126,357 | $0.00 | |
|
Blue David Lawrence
Stock Option · derivative
|
2026-01-30 | Grant | 88,450 | $0.00 | |
|
Ball Robert Joseph
Stock Option · derivative
|
2026-01-30 | Grant | 265,351 | $0.00 | |
|
Ahearn Matthew Fraser
Common Stock
|
2025-12-31 | Grant | 477 | $12.16 | 5,800 |
| showing 20 of 94 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 50 | 843,683 |
| 2025-12-31 | 56 | 780,605 |
| 2025-09-30 | 59 | 790,993 |
| 2025-06-30 | 55 | 790,444 |
| 2025-03-31 | 52 | 823,658 |
| 2024-12-31 | 46 | 814,304 |
| 2024-09-30 | 41 | 591,620 |
| 2024-06-30 | 47 | 622,334 |
| 2024-03-31 | 44 | 553,781 |
| 2023-12-31 | 44 | 765,508 |
| 2023-09-30 | 49 | 12,367,103 |
| 2023-06-30 | 53 | 16,543,495 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Cardinal Capital Management Inc | [2026-06-30] | SOLE | 293,443 | 293,443 |
| Cohen Klingenstein LLC | [2026-06-30] | SOLE | 28,200 | 28,200 |
| Henry James International Management Inc | [2026-06-30] | SOLE | 21,248 | 21,248 |
| Gamma Investing LLC | [2026-06-30] | DFND | 8,073 | 8,073 |
| Chicago Trust Co NA | [2026-06-30] | SOLE | 3,570 | 4,277 |
| Yousif Capital Management LLC | [2026-06-30] | SOLE | 0 | 3,556 |
| Fulton Bank NA | [2026-06-30] | SOLE | 2,692 | 2,692 |
| Old National Bancorp /IN/ | [2026-06-30] | SOLE | 1,197 | 1,629 |
| Diversified Trust Co | [2026-06-30] | SOLE | 21 | 1,508 |
| Benedict Financial Advisors Inc | [2026-06-30] | SOLE | 1,503 | 1,503 |
| Thurston Springer Miller Herd & Titak Inc | [2026-06-30] | SOLE | 1,179 | 1,179 |
| Chicago Trust Co NA | [2026-06-30] | OTR | 398 | 932 |
| Vermillion Wealth Management Inc | [2026-06-30] | SOLE | 0 | 903 |
| Adirondack Trust Co | [2026-06-30] | SOLE | 148 | 148 |
| Old National Bancorp /IN/ | [2026-06-30] | OTR | 102 | 102 |
| Gleason Group Inc | [2026-06-30] | SOLE | 0 | 42 |
| Horizon Financial Services LLC | [2026-06-30] | SOLE | 0 | 20 | Prev | Page 1 | Next |