FolioLanternBeta
KIDSOrthopediatrics Corp · Insider ownership research

Orthopediatrics Corp insiders sold $1.0M in the past 12 months. How much of their stake is that?

0% was sold under disclosed trading plans, 100% to cover taxes. The largest seller, David Bailey (President and CEO, Director), sold $337K.Share-of-stake figures for this company are being verified and will be added when that check is finished. Why

Updated Oct 16, 2026 from SEC filings · covers Oct 17, 2025 to Oct 16, 2026
$337K
largest seller, David Bailey, past 12 months
0%
of sales were under disclosed trading plans, past 12 months
5 of 15
officers and directors sold shares, past 12 months
Is this normal? In line with the past 5 years. 5 insiders sold; the average is 7 a year. Year by year
Latest filing: Filed Jun 10 for a stock award on Jun 9. David Bailey received an award of 119K shares. Filing
SEC ownership filings: 31 filed in the 12 months to Oct 16, 2026; 303 on record since Oct 11, 2017 · See the evidence

What stands out

Routine activity: 0% of sales were under disclosed plans, and no insider sold more than 1% of vested holdings.

A share of stake is shown for 0 of the 5 officers and directors who sold. 15 are left out

i
Left out: David Bailey, Fred Hite, Mark Throdahl, Gregory Odle, Joseph Hauser, Daniel Gerritzen, David Pelizzon, Harold Ruf, Terry Schlotterback, Bryan Hughes, Samuel Riccitelli, (Reynolds) Infante, Jimmy McDonald, George Dyer and Kelly Fischer (share of stake is being verified).
Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.

David Bailey
President and CEO, Director
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$337KTo cover taxes
Fred Hite
COO and CFO, Director
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$224KTo cover taxes
Daniel Gerritzen
General Counsel and Secretary
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$149KTo cover taxes
Joseph Hauser
Pres. Trauma & Def. Correction
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$148KTo cover taxes
Gregory Odle
President of Scoliosis
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$145KTo cover taxes
Amounts, filings and trading plans for each seller

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

To cover taxesOne dollar scale for every month; the tallest bar is labeled
OctNovDecJanFebMar 2026: $1.0M to cover taxes$1.0MMarAprMayJunJulAugSepOct

Recent activity

Past 30 days, Sep 17, 2026 to Oct 16, 2026

No officer or director trades were reported for the past 30 days. The most recent before that:

May 13, 2026Daniel Gerritzen gave away 2.5K shares as a gift.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Daniel Gerritzen
General Counsel and Secretary
2,479n/an/an/aMay 13, 2026May 14, 2026

Outside holders, reported separately

Squadron Capital LLC sold $15.6M, Jennifer Pritzker sold $15.6M and David Pelizzon (for the outside shareholder represented on the board) sold $15.6M in the past 12 months. Large shareholders and the funds or companies that board members represent are not part of management, so they are left out of the figures above.

Details

Common questions

Is the Orthopediatrics Corp CEO selling stock?

Yes. David Bailey sold 20K shares ($337K) in the past 12 months, none of it under a trading plan disclosed in the filings.

Why are Orthopediatrics Corp insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 0% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 100% were to cover taxes. A trading plan schedules sales in advance.

Are any Orthopediatrics Corp insiders buying?

No. Officers and directors reported no purchases in the past 12 months.

The evidence

Who sold5 officers and directors: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan
David Bailey
President and CEO, Director
$337K
20K shares
Not confirmed
share of stake is being verified. Why
To cover taxes
Fred Hite
COO and CFO, Director
$224K
13K shares
Not confirmed
share of stake is being verified. Why
To cover taxes
Daniel Gerritzen
General Counsel and Secretary
$149K
8.6K shares
Not confirmed
share of stake is being verified. Why
To cover taxes
Joseph Hauser
Pres. Trauma & Def. Correction
$148K
8.6K shares
Not confirmed
share of stake is being verified. Why
To cover taxes
Gregory Odle
President of Scoliosis
$145K
8.4K shares
Not confirmed
share of stake is being verified. Why
To cover taxes

Board members representing outside shareholders, reported separately: David Pelizzon (the shareholder sold $15.6M). Details

Outside holder, reported separately: Squadron Capital LLC (a 10% owner, not part of management). Sold $15.6M (700K shares) from Aug 24, 2026 to Sep 10, 2026. Latest filing

Outside holder, reported separately: Jennifer Pritzker (a 10% owner, not part of management). Sold $15.6M (700K shares) from Aug 24, 2026 to Sep 10, 2026. Latest filing

The full ownership picture0 of 15 officers and directors confirmed

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 16, 2025SoldHeld Oct 16, 2026Still held
David Bailey
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for David Bailey are complete.
President and CEO, Director
n/a−20Kn/an/a
Vesting, gifts, unvested awards and holding lines for David Bailey

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David Bailey are complete; balances and unit counts will be added when the check is finished.

−1.6Kgifted (net of own trusts)
Fred Hite
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Fred Hite are complete.
COO and CFO, Director
n/a−13Kn/an/a
Vesting, gifts, unvested awards and holding lines for Fred Hite

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Fred Hite are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Mark Throdahl
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Mark Throdahl are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Mark Throdahl

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Mark Throdahl are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Gregory Odle
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Gregory Odle are complete.
President of Scoliosis
n/a−8.4Kn/an/a
Vesting, gifts, unvested awards and holding lines for Gregory Odle

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Gregory Odle are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Joseph Hauser
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Joseph Hauser are complete.
Pres. Trauma & Def. Correction
n/a−8.6Kn/an/a
Vesting, gifts, unvested awards and holding lines for Joseph Hauser

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Joseph Hauser are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Daniel Gerritzen
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Daniel Gerritzen are complete.
General Counsel and Secretary
n/a−8.6Kn/an/a
Vesting, gifts, unvested awards and holding lines for Daniel Gerritzen

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Daniel Gerritzen are complete; balances and unit counts will be added when the check is finished.

−2.5Kgifted (net of own trusts)
David Pelizzon
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for David Pelizzon are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for David Pelizzon

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David Pelizzon are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Harold Ruf
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Harold Ruf are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Harold Ruf

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Harold Ruf are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Terry Schlotterback
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Terry Schlotterback are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Terry Schlotterback

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Terry Schlotterback are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Bryan Hughes
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Bryan Hughes are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Bryan Hughes

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Bryan Hughes are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Samuel Riccitelli
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Samuel Riccitelli are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Samuel Riccitelli

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Samuel Riccitelli are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
(Reynolds) Infante
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for (Reynolds) Infante are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for (Reynolds) Infante

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for (Reynolds) Infante are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Jimmy McDonald
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jimmy McDonald are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Jimmy McDonald

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jimmy McDonald are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
George Dyer
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for George Dyer are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for George Dyer

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for George Dyer are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Kelly Fischer
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Kelly Fischer are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Kelly Fischer

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Kelly Fischer are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Holdings and share of stake for Orthopediatrics Corp are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.

What explains the selling$1.0M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $1.0M across 58,171 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

Taxes

$1.0M of sales (100.0%) cite tax obligations in their footnotes. Example: Daniel Gerritzen, Mar 16, 2026

SellerShares soldProceedsUnder a disclosed planShare of totalSales dates
David Bailey
President and CEO, Director
20K$337K0%34%Mar 16, 2026 to Mar 16, 2026
Fred Hite
COO and CFO, Director
13K$224K0%22%Mar 16, 2026 to Mar 16, 2026
Daniel Gerritzen
General Counsel and Secretary
8.6K$149K0%15%Mar 16, 2026 to Mar 16, 2026
Joseph Hauser
Pres. Trauma & Def. Correction
8.6K$148K0%15%Mar 16, 2026 to Mar 16, 2026
Gregory Odle
President of Scoliosis
8.4K$145K0%14%Mar 16, 2026 to Mar 16, 2026

Sales by month

MonthSale proceedsDisclosed planTo cover taxesNo plan disclosed
Oct 2025$0$0$0$0
Nov 2025$0$0$0$0
Dec 2025$0$0$0$0
Jan 2026$0$0$0$0
Feb 2026$0$0$0$0
Mar 2026$1.0M$0$1.0M$0
Apr 2026$0$0$0$0
May 2026$0$0$0$0
Jun 2026$0$0$0$0
Jul 2026$0$0$0$0
Aug 2026$0$0$0$0
Sep 2026$0$0$0$0
Oct 2026$0$0$0$0
Board members representing outside shareholders (1)Listed and sourced; not part of the management totals or the answer line

Directors whose reported holdings sit mostly in an investment fund or a corporate shareholder they represent, not in their own name, with beneficial ownership disclaimed except for their own financial interest. Listed and sourced here; not part of the management totals or the answer line. Shares a fund hands to its own investors are distributions, not sales.

Board memberHeld Oct 16, 2025SoldHeld Oct 16, 2026Still held
David Pelizzon
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for David Pelizzon are complete.
Director
n/a−700Kn/an/a
Vesting, gifts, unvested awards and holding lines for David Pelizzon

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David Pelizzon are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Is this normal? Selling year by year5 earlier years to compare with

In line with the past 5 years. 5 insiders sold; the average is 7 a year.

12 months endingShares soldInsiders who soldProceeds
Oct 16, 2026
Latest 12 months
58K5$1.0M
Oct 16, 2025
1 year earlier
29K5$722K
Oct 16, 2024
2 years earlier
27K6$770K
Oct 17, 2023
3 years earlier
37K7$1.7M
Oct 17, 2022
4 years earlier
26K6$1.5M
Oct 17, 2021
5 years earlier
143K9$8.1M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty15 officers and directors not confirmed

Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Orthopediatrics Corp are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology303 filings on record, 31 filed in the 12-month period, and how we read them

All 303 Forms 3, 4 and 5 on record for Orthopediatrics Corp (SEC CIK 1425450), filed from Oct 11, 2017 to Sep 11, 2026; 31 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 16, 2026. Prices are the ones reported in each filing, often weighted averages.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (3)No filing in 18 months; last reported balances, not in any total
NameLast filedLast reported balance
Kevin UngerJun 3, 20227,291 shares, last reported balance as of Jun 1, 2022
Stephen BurnsJun 3, 202214,291 shares, last reported balance as of Jun 1, 2022
Bernie Berry IIINov 4, 202126,940 shares, last reported balance as of Nov 2, 2021

Spotted something wrong on this page? Report an error. We check every report against the SEC filing and list what we fix in the corrections log.