SI SHOULDER INNOVATIONS, INC.
company
SEC Filings & Insider Trading Activity 2026

CIK: 1699350
Health Care
Surgical & Medical Instruments & Apparatus 8 filings
Russell 2000

Latest SHOULDER INNOVATIONS, INC. (SI) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on March 10, 2026, a 10-Q quarterly report filed on November 12, 2025, an 8-K current report filed on April 27, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for SHOULDER INNOVATIONS, INC. (SI) (SEC CIK 1699350), with AI-powered section-by-section summaries updated daily.

8-K: 5
10-Q: 2
10-K: 1

Latest 2026 SEC Filing Dates

10-K Annual Report
Mar 10, 2026
10-Q Quarterly Report
Nov 12, 2025
8-K Current Report
Apr 27, 2026

AI 10-K Annual Report Analysis
Latest 10-K (2025-12-31)

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
+3 more insights

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
+3 more insights

AI 10-Q Quarterly Report Analysis
Latest 10-Q (2025-09-30)

Risk Factors

  • New debt amendment risk: Second amendment to Trinity Loan Agreement in July 2025 raises covenant breach default risk on $15M principal
  • Updated financial risk: Net loss $32.6M for nine months ended Sept 30, 2025 vs $11.8M prior year, reflecting higher operating expenses and investment
Read full Q3 2025 10-Q analysis →

AI 8-K Current Report Analysis
Recent 8-K Filings

Filed Mar 10, 2026
8-K
Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Q4 and full-year 2025 earnings announced March 10, 2026 — financials in Exhibit 99.1
  • Filing structured as "furnished" not "filed," limiting legal liability under Exchange Act Section 18

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Michael Carusi, Class I director, will not seek re-election at 2026 Annual Meeting — board seat to become vacant
  • Departure explicitly not due to disagreement with management, operations, policies, or practices

Annual Reports Archive
10-K

AI-powered analysis of SHOULDER INNOVATIONS, INC. (SI) 10-K annual reports filed with SEC EDGAR.

Quarterly Reports Archive
10-Q

AI-powered analysis of SHOULDER INNOVATIONS, INC. (SI) 10-Q quarterly reports filed with SEC EDGAR.

Recent 8-K Filings
Current Reports

AI-powered analysis of SHOULDER INNOVATIONS, INC. (SI) 8-K current reports disclosing material events.

Financial Summary
XBRL

FY2023FY2024FY2025
Profitability
Revenue$31.6M$47.3M
Gross Profit$24.3M$36.2M
Operating Income-$14.7M-$26.3M
Net Income-$15.6M-$40.4M
Gross Margin77.0%76.5%
Op. Margin-46.3%-55.6%
Net Margin-49.4%-85.3%
Balance Sheet
Total Assets$43.1M$169.9M
Equity-$39.7M-$54.7M$140.8M
ROE28.6%-28.7%

Source: XBRL financial data from SHOULDER INNOVATIONS, INC. (SI) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.

Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4

FormFiling DatePeriodAnalysisSEC
8-K
Apr 27, 2026
8-K
Apr 14, 2026
8-K
Mar 10, 2026Analysis
10-K
Mar 10, 2026Dec 31, 2025Analysis
8-K
Mar 2, 2026Analysis
8-K
Dec 3, 2025
10-Q
Nov 12, 2025Sep 30, 2025Analysis
10-Q
Sep 9, 2025Jun 30, 2025

Frequently Asked Questions

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 November 12, 2025, an 8-K current report on April 27, 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 November 12, 2025. 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 April 27, 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.

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