Monogram Orthopedics investors, please visit our FAQ with answers to common questions.
If you have already registered for our Online Access portal, then you may follow the instructions below on how to obtain your book-entry statement and view other correspondence in the Forms & Documents section.
Step 1: Select “Forms & Documents” from the toolbar
Step 2: Click “Book Entry Statement”
Step 3: Click “Generate”
Step 4: Review your information. Download/print for your records and to send to your broker.
Step 5: Final Review and Submission
After you have reviewed and downloaded your statement for common shares, you should contact your broker and tell them you would like to deposit your free trading shares of common stock currently held at the transfer agent, Equity Stock Transfer, via DRS (Direct Registration System).
This will begin a correspondence between you and your broker. Each broker has different policies, and they may request other verification information from you or ask you to fill out a form. They may ask you to list the CUSIP number for your shares. You can also find this on your book-entry statement and provide it to them. (The CUSIP number is also listed at the very top of this memo.)
Only after you’ve completed the necessary steps with your broker, they will then reach out to us directly to initiate the transfer.
After the transfer is completed, the shares will appear in your brokerage account.
Equity Stock Transfer is not a licensed broker-dealer. We are an SEC registered stock transfer agent. The $30 fee you are paying includes the processing fee to move your shares from our accounts to your broker’s account when the company goes public. You will then be able to buy or sell shares in the open market.
If you are a holder of Series A, Series B or Series C Preferred stock, then you are entitled to a 1-for-2 stock split upon the conversion of your preferred shares to common shares. This means that for every one share of preferred stock you own, you will receive two shares of free-trading common stock. (Please note that Series C Preferred shares converted to common shares will remain restricted.) The stock split will occur immediately upon the effectiveness of company’s 8-A filing, which the company plans to submit on May 17th.
Monogram Orthopaedics official name is spelled with an “a” in orthopaedics. You will find evidence of that in the company’s official filings with the SEC here. Over the years, the company has interchangeably used orthopaedics with and without the “a”, and the use of both spellings are fine. As the registered transfer agent of the company, we will always use the official name as registered with the SEC and in state filings.