SI SHOULDER INNOVATIONS, INC.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Medical technology company focused exclusively on shoulder surgical care with integrated ecosystem including implants, AI-based preoperative planning, and specialized support
• • New product launches in 2025-2026: InSet 70 humeral stem, metal sensitivity implants (FDA cleared Jan 2026), and development of a shoulder-specific robotics platform integrating with ProVoyance
• • Strategic emphasis on ambulatory surgery centers (ASCs) growth, leveraging streamlined two-tray instrument system to improve efficiency and cost-effectiveness vs traditional hospital settings
• • Procedure volume increased 50% from 2024 to 2025, implants utilized in over 17,500 surgeries since 2016, 45 dedicated shoulder specialists with 750+ years combined experience in commercial and clinical education roles
• • Long-term clinical data highlights InSet Glenoid’s 8.7-year mean follow-up with no loosening, revision, or surgical complications, supporting implant longevity and differentiation in shoulder arthroplasty

Risk Factors

• • Regulatory risk: CMS added total shoulder arthroplasty to ASC covered procedures list effective Jan 1, 2024, impacting Medicare reimbursement and ASC demand
• • Geopolitical/macro risk: No specific geopolitical risk disclosed; next material: seasonality with Q3 demand decline due to summer lifestyle impact
• • Operational risk: Dependency on third-party U.S. manufacturers for implant production, requiring inventory scaling to meet growing demand
• • Competitive risk: Growth tied to ASC procedures outpacing hospital settings, facing downward pricing pressure in medical services industry
• • Financial risk: $15M term loan with 11% minimum interest, tranche availability contingent on $45M annualized revenue by Dec 31, 2026

What are the latest SI SEC filings in 2026?

SHOULDER INNOVATIONS, INC. (SI) has filed a 10-K annual report on March 10, 2026, a 10-Q quarterly report on May 13, 2026, an 8-K current report on August 6, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did SI file its most recent 10-K annual report?

SHOULDER INNOVATIONS, INC. (SI) filed its most recent 10-K annual report on March 10, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view SI 10-Q quarterly reports?

SHOULDER INNOVATIONS, INC. (SI)'s most recent 10-Q quarterly report was filed on May 13, 2026. SignalX displays every SI 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has SI filed recently?

SHOULDER INNOVATIONS, INC. (SI)'s most recent 8-K was filed on August 6, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find SI insider trading activity (Form 4)?

SignalX aggregates every SI Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does SI file with the SEC?

SHOULDER INNOVATIONS, INC. (SI) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SI filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for SHOULDER INNOVATIONS, INC. (SI).

What is SI's SEC CIK number?

SHOULDER INNOVATIONS, INC. (SI)'s SEC CIK (Central Index Key) number is 1699350. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1699350 to look up all SI filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find SI return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from SHOULDER INNOVATIONS, INC. (SI) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.