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EdgarHawk

John T. Treace

Chief Executive Officer

Director Officer 10% Owner

Latest: CEO buying · May 2026

7 filings analyzed · 1 company · Latest 2026-06-12

Companies

Company Buys Sells Direction
TREACE MEDICAL CONCEPTS, INC. TMCI 12 0 Net buying

Activity

June 2026
medium
Buy
24,606 shares
$99,196
Significance 5/10

CEO John T. Treace buys 24,606 shares across 2 transactions at $4.03 avg, amid recent +70.4% 30-day rally and unprofitable operations.

John T. Treace, Chief Executive Officer of Treace Medical Concepts, executed 2 separate purchases totaling 24,606 shares for $99,195.55 at a blended average price of $4.03 on June 10-11, 2026. The stock has recently surged +70.4% over the past 30 days and +167.8% over 90 days, rising from depressed levels but currently trading at $3.91, well below its 52-week high of $7.78. However, the company remains unprofitable with net income of $-17,961,000.00 and annual revenue growth of only +1.6%, raising questions about the sustainability of recent momentum. Notably, Treace has executed 5 prior purchases at TMCI within the preceding two weeks (May 14–June 1), and his cross-ticker track record shows a 75.00% win rate on prior buys, yet outcomes on his same-ticker purchases are not yet measurable. The pattern of repeated buying during a strong price recovery in an unprofitable company warrants closer examination of whether the recent rally reflects durable operational improvements or technical/cyclical factors.

high
Buy
50,000 shares
$177,915
Significance 7/10

CEO John T. Treace purchases 50,000 shares of TMCI at $3.56; stock up 93.6% in 30 days, currently -53.7% from 52-week high of $7.78.

CEO John T. Treace purchased 50,000 shares of TMCI at $3.56 on 2026-06-01, increasing his holdings to 7,323,833 shares. The company faces fundamental headwinds: it reported net income of $-17,961,000.00 for its most recent full fiscal year, with latest-quarter revenue of $47,198,000.00 and annual revenue growth of only +1.6%. The stock has recovered sharply, posting a 30-day return of +93.6% and 90-day return of +129.3%, though it remains -53.7% from its 52-week high of $7.78. Notably, 4 of 5 prior TMCI purchases by this insider showed positive 90-day returns, with his cross-ticker track record showing an 81.82% 90-day win rate across 11 buys. The timing and accumulation pattern merit attention given the company's unprofitable status and the insider's demonstrated execution at this specific ticker.

May 2026
high
Buy
115,520 shares
$340,589
Significance 7/10

CEO John T. Treace purchases 115,520 shares at TMCI over 3 days (avg $2.95); stock up +61.3% in 30 days, +65.6% in 90 days.

John T. Treace, CEO of Treace Medical Concepts, Inc., executed 3 separate purchases totaling 115,520 shares for $340,588.70 between May 26–28, 2026, at prices ranging from $2.79 to $3.02. His holdings grew from 7,158,313 to 7,273,833 shares. The stock has risen +61.3% in the 30 days and +65.6% in the 90 days following this filing, and trades at $3.08 against a 52-week range of $1.17–$7.78. Notably, 4 of his 5 prior purchases at this ticker demonstrated well-timed entry points (positive 90-day returns), suggesting a pattern of advantageous entry timing at TMCI. The company remains unprofitable (full-year net income negative, latest quarter net income $-18.0M against revenue of $47.2M) despite modest annual revenue growth of +1.6%, warranting focus on whether the recent price recovery reflects operational improvement or market sentiment shift.

high
Buy
153,763 shares
$375,505
Significance 6/10

CEO Treace bought 153,763 shares (153.8K) at $2.17–$2.62 over 3 days, totaling $375,505.24, amid stock recovery (+48.9% in 90 days).

John T. Treace, CEO of TREACE MEDICAL CONCEPTS (TMCI), executed three open-market purchases totaling 153,763 shares for $375,505.24 ($2.44 blended average) over May 12–14, 2026, while the stock trades 64.4% below its 52-week high of $7.78 yet has recovered +48.9% over the prior 90 days. The purchase occurs at a depressed valuation: the company is unprofitable (net income: $-18.0M on quarterly revenue of $47.2M), and the stock remains distressed. Notably, his prior trades at TMCI show mixed timing accuracy: 3 of 5 prior buys were well-timed at the 90-day mark, but his most recent purchase (2025-03-04) posted a -34.3% 90-day return, suggesting execution risk. The current acquisition during a recovery bounce, coupled with the company's fundamental losses and his prior same-ticker underperformance, warrants close monitoring of whether this signals confidence in a turnaround or reflects desperation to catch a temporary rebound.

March 2025
high
Buy
60,000 shares
$524,064
Significance 7/10

CEO Treace John T. purchased 60,000 shares of TMCI at $8.73; holdings now 6.80M shares amid -35.7% decline from 52-week high.

John T. Treace, the CEO, executed an open-market purchase of 60,000 shares at $8.73 on 2025-03-04, increasing his holdings to 6.80M shares. This transaction occurs in the context of significant recent weakness: the stock is -35.7% from its 52-week high and down -12.0% over 30 days, though it has rebounded +9.7% over 90 days. Notably, Treace's prior TMCI purchases show a strong timing pattern: 4 of his 5 prior buys at this ticker demonstrated positive 90-day returns (ranging from +1.1% to +41.2%), indicating a historical tendency to purchase ahead of subsequent appreciation at this company. His cross-ticker open-market history is even more compelling: 7 prior buys with an 85.71% 90-day win rate and average 90-day return of +21.0%. However, the company remains fundamentally unprofitable, with net income of -$15.4M in the latest quarter despite revenue growth of +11.9% year-over-year and quarterly revenue of $45.1M. The purchase thus represents substantial capital allocation by the principal executive at a depressed valuation following recent sell-off, but against a backdrop of ongoing operating losses.

September 2024
medium
Buy
50,000 shares
$265,630
Significance 4/10

CEO Treace buys 50,000 shares of TMCI at $5.31; stock down 67.2% from 52-week high, currently trading -15.7% over 30 days.

CEO John T. Treace purchased 50,000 shares at $5.31 on 2024-09-16, increasing his holdings to 6,523,095 shares. The purchase occurs amid significant stock weakness: TMCI trades at $5.21, down 67.2% from its 52-week high of $15.86, and has declined 15.7% over the past 30 days. The company is unprofitable on a full-year basis (net income $-21.2M) despite strong revenue growth of +31.9%, which complicates the signal from this buy. Notably, Treace's prior four measurable trades at TMCI show a 75% win rate at the 90-day mark, with three of four prior buys well-timed; however, his most recent TMCI purchase on 2024-08-14 delivered -14.7% over 30 days, suggesting recent timing difficulty at this specific ticker. The cross-ticker track record shows strength (80% win rate, +18.8% average 30d return), but direct applicability to TMCI performance is limited.

August 2024
high
Buy
85,000 shares
$510,314
Significance 7/10

CEO John T. Treace buys 85,000 shares at $6.00 on 2024-08-14; stock down -65.9% from 52-week high.

John T. Treace, CEO of Treace Medical Concepts, purchased 85,000 shares at $6.00 on 2024-08-14, bringing his holdings to 6.47M shares. The stock is currently trading at $5.98, down -65.9% from its 52-week high of $17.54 and -29.2% over the prior 30 days. His prior trades at this ticker show strong 90-day timing: 4 of 4 measured prior buys delivered positive 90-day returns (ranging from +7.5% to +38.0%), and his broader cross-ticker track record across 5 prior buys shows a 100% win rate with average 90-day returns of +20.9%. The company remains unprofitable (full-year net income negative) despite +31.9% annual revenue growth, creating a fundamental mismatch between growth metrics and earnings. This purchase occurs as the stock trades near its lowest levels in the 52-week period and follows a sharp 30-day drawdown, setting up a test of whether his demonstrated timing acuity at this ticker will persist in an unprofitable but growing environment.

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