Investor Relations

MGRM

Analyst Coverage

Firm:‍
Zacks Small-Cap Research
Analyst:
Tom Kerr, CFA

Transfer Agent

Equity Stock Transfer
237 West 37th St. Suite 602
New York, NY 10018
Tel: 212.575.5757
info@equitystock.com

Key Contact

Chris Tyson
Executive Vice President
MZ North America
Direct: 949-491-8235
MGRM@mzgroup.us
Monogram Orthopaedics Inc. is followed by the analysts listed above. Please note that any opinions, estimates or forecasts regarding Monogram Orthopaedics Inc.'s performance made by these analysts are theirs alone and do not represent opinions, forecasts or predictions of Monogram Orthopaedics Inc. or its management. Monogram Orthopaedics Inc. does not by its reference above or distribution imply its endorsement of or concurrence with such information, conclusions or recommendations

News

Monogram Company Analyst Day 2024
PDF
Monogram Management Presentation and Q&A (2023 FYE & Q4)
Thursday, March 21, 2024
View

Corporate Governance

Recent
Filings

Code of
Ethics

Compensation
Committee

Audit Committee
Charter

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FAQs

Public Offering and Listing

When will Monogram list its shares?
We are in the process of conducting a Regulation A+ offering of our Class A Common Stock and have applied for the listing of our shares on Nasdaq. The offering and listing are expected to occur by the end of May.
I am an existing investor. How can I express my interest in buying shares in the public offering?
Monogram has kicked off the process of moving forward with a public listing to trade on NASDAQ Investors can submit their allocation requests and we can begin the formal allocation of shares by accepting requests with our broker dealer by visiting monogramorthopedics.com.
What will the stock ticker symbol be for Monogram?
We have reserved the ticker symbol, “MGRM.”
What are the tax implications of an equity crowdfunding investment?
We cannot give tax advice, and we encourage you to talk with your accountant or tax advisor before making an investment.
What is the offering price per share for Monogram?
The price per share is $7.25 and the minimum purchase is 150 shares or $1087.50.
What is the current valuation for Monogram?
The pre money valuation for the offering is $246M.
Where will Monogram’s shares be traded?
We are applying to list our shares for trading on Nasdaq. Once approved the shares will trade on day following the closing of the offering.
Which class of stock will be listed on Nasdaq?
Monogram intends to list its Class A Common Stock.
When will existing shareholders be able to start trading shares purchased during prior Offerings?
We intend to market the offering for about 60 days. Please note that the shares issued in this offering would not be subject to a lockup. Additionally, on the first day of trading, we anticipate that you will be able to buy more shares in the open market on most trading platforms such as Robinhood, Fidelity, E-Trade or whatever your favorite broker might be. Once the bankers and the Company have determined that we may proceed with the offering, the Company will complete the public listing process and formally notify NASDAQ. The closing will then occur, and trading will begin the next business day.

Please note that SEC Rule 144 mandates that shares purchased under Reg CF (Regulation Crowdfunding) are not eligible for immediate trading and have a 12-month required lock-up period starting from when the investment closed. Equity Stock Transfer has records of when any Reg-CF series-C investments closed. 
Does Monogram pay dividends?
Not at this time.

Transfer Agent

What is a transfer agent?
Transfer agents maintain a record of ownership, including contact information, of an issuer’s registered stockholders. After the Class A Common Stock is listed on NASDAQ, you will be able to deposit any shares into which your Preferred Stock converts with a broker. Until you deposit your shares in a brokerage account, the transfer agent will maintain the record of your ownership. Once you deposit your shares with a broker, the broker will maintain that record.
Who is Monogram’s transfer agent? / How do I trade my stock if I don’t own Common Stock?
Monogram’s transfer agent is Equity Stock Transfer. Stockholders who purchased Preferred Stock will be able to convert their Preferred Stock into Common Stock through Equity Stock Transfer. If you’re a holder of Preferred Stock, please follow the step-by-step instructions to transfer your free trading shares to the broker of your choice - once the Company is listed on Nasdaq:
  • If you have already paid and registered for Online Access to our shareholder portal, and created your username and password, please skip to step 4.
  • To transfer your free trading shares to your broker, you must obtain Online Access here: https://monogram-orthopaedics.equitystock.com/pay and follow the directions. Your DRS (Direct Registration System) transfer agent fees to transfer your shares to your broker are covered when you obtain Online Access.
  • After you complete the payment for Online Access, you will receive email instructions on how to register.
  • Once you have registered and created your username and password, through the Online Access portal, you will be able to download your Common Stock book-entry statement along with a Welcome Letter on how to initiate the DRS process through your broker.
  • Once your broker initiates the DRS process, we will be able to transfer the shares to your brokerage account.

How do I transfer my shares to my brokerage account?
You will need to contact your broker and request to have your shares transferred. Once you have registered and created your username and password, through the Online Access portal, you will be able to download your Common Stock book-entry statement along with a Welcome Letter on how to initiate the process through your broker.
What happens to my stock if the Company cannot contact me?
State law governs the Company’s obligations to surrender stock to the state if it cannot locate a shareholder after a period of time. Thus, shareholders are encouraged to keep their addresses up to date with the transfer agent.
Does Monogram issue 1099’s or K-1’s?
Monogram is a C-Corp and, therefore, does not issue K-1’s.

Prior Investments

I invested through SeedInvest. How do I go about getting my shares to be able to trade them?
The Series A Preferred Stock purchased through SeedInvest are held in street name by New Direction IRA, Inc. Therefore, if you purchased stock through SeedInvest, you will need to work through SeedInvest to convert your stock to Class A Common Stock in order to trade the shares after the Company is listed on Nasdaq. The contact email for SeedInvest is: contactus@seedinvest.com. 
I invested through StartEngine. How do I go about getting my shares to be able to trade them?
Shares purchased through StartEngine are held by our transfer agent. You will be able to manage your shares directly through the transfer agent, Equity Stock Transfer.
I invested through the Reg CF Offering. How do I go about getting my shares to be able to trade them?
Please note that SEC Rule 144 mandates that shares purchased under Reg CF (Regulation Crowdfunding) are not eligible for immediate trading and have a 12-month required lock-up period starting from when the investment closed. Equity Stock Transfer has records of when any Reg-CF series-C investments closed. 

General

Where is Monogram's corporate headquarters?
We are based in the heart of Austin Texas.The corporate address is 3913 Todd Lane, Austin, TX 78744
Where is the company incorporated?
We are a Delaware corporation.
Where can I find the Company’s SEC filings?
All of Monogram’s regulatory filings, include financial reports, can be found here: EDGAR Entity Landing Page (sec.gov)
Who is on the Monogram’s Advisory Board?
Who is on the Monogram’s Management Team?

For Further Information

Who can I contact about specific investor relations questions?
Email: invest@monogramorthopedics.com
Tel: (512)790-5151
Form 1 A
Please visit: https://www.sec.gov/Archives/edgar/data/1769759/000110465923024829/tm237645d1_partiiandiii.html