IP Library Granted Patent US 8,986,319
Granted Patent B2
US 8,986,319 · App. 13/270,405 · Granted Mar 24, 2015

Screw head locker apparatus and methods of use

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Quick Facts
Patent No.
US 8,986,319
App. No.
13/270,405
Granted
Mar 24, 2015
Kind
B2
Abstract

An apparatus for provisionally locking a polyaxial head on a fixed head of a bone screw using a locking bushing includes an elongated housing with a proximal end and a distal end, the distal end having couplers for releasably coupling with the polyaxial head; an inner shaft slidably engaged within the housing and including a distal portion, a middle portion, and a proximal portion; and an actuator that selectively positions the inner shaft within the housing to engage at least one of the distal portion, the middle portion, and the proximal portion with at least one of the couplers and the bushing disposed between the distal portion and the fixed head of the bone screw.

Claims (21)

1. An apparatus for provisionally locking a polyaxial head on a fixed head of a bone screw using a locking bushing, comprising:

an elongated housing with a proximal end and a distal end, the distal end having couplers for releasably coupling with the polyaxial head, wherein the couplers include a pair of tangs with proximal tips and distal ends and are pivotably coupled about a midpoint to the distal end of the housing;

an inner shaft slidably engaged within the housing and including a distal portion, a middle portion, and a proximal portion, wherein the distal portion includes a first diameter, the middle portion includes a second diameter greater than the first diameter, and the proximal portion includes a third diameter greater than the second diameter;

a pair of tensioned bars that engage proximal tips of the couplers to bias the proximal tips towards the inner shaft and the distal ends away from the inner shaft; and

an actuator that selectively positions the inner shaft within the housing to engage at least one of the distal portion, the middle portion, and the proximal portion with at least one of the couplers and the bushing disposed between the distal portion and the fixed head of the bone screw,

wherein the actuator includes a lever pivotably coupled to the proximal end of the housing with a first end operably linked with the inner shaft and a second end with a handle.

2. The apparatus of claim 1 , wherein the actuator positions the inner shaft in a first position to engage the proximal portion with the proximal tips of the couplers to cause the proximal tips to rotate away from the inner shaft and the distal ends of the couplers to rotate towards and to lock with the polyaxial head.

3. The apparatus of claim 2 , wherein the actuator positions the inner shaft in a second position to allow the tensions bars to bias the proximal tips into engagement with the middle portion and release the polyaxial head from the distal end of the couplers.

4. The apparatus of claim 2 , wherein the distal portion simultaneously engages the locking bushing in the first position.

5. The apparatus of claim 2 , wherein the distal portion forces the bushing into frictional engagement between the fixed head of the screw and the polyaxial head.

6. The apparatus of claim 1 , wherein distal ends of the couplers include protrusions extending towards the inner shaft configured to engage with mating pockets in the polyaxial head.

7. An apparatus for provisionally locking a polyaxial head on a fixed head of a bone screw using a locking bushing, comprising:

a barrel with a proximal end and a distal end;

one or more tangs pivotally coupled at a midpoint to the distal end of the barrel, each including a proximal tip and a distal tip having a protrusion for releasably coupling with a pocket in the polyaxial head;

an inner shaft slidably engaged within the barrel and including a distal portion with a first diameter, a middle portion with a second diameter greater than the first diameter, and a proximal portion with a third diameter greater than the second diameter;

one or more tensioned bars on the distal end of the barrel configured to bias each proximal tip of each tang towards the inner shaft; and

an actuator that selectively positions the inner shaft within the barrel to engage at least one of the distal portion, the middle portion, and the proximal portion with at least one of the tangs and the bushing disposed between the distal portion and the fixed head of the bone screw,

wherein the actuator comprises a lever pivotably coupled to the proximal end of the barrel with a first end operably linked with the inner shaft and a second end including a handle.

8. The apparatus of claim 7 , wherein the actuator advances the inner shaft to engage the proximal portion with the proximal tip of the tang such that the proximal tip rotates away from the inner shaft and the distal tip rotates towards the polyaxial head to engage the protrusion with the pocket.

9. The apparatus of claim 8 , wherein the actuator retracts the inner shaft to allow the tensioned bars to bias the proximal tips into engagement with the middle portion such that the distal tip releases the protrusion from the pocket.

10. The apparatus of claim 8 , wherein the distal portion simultaneously engages a proximal surface of the bushing and forces the bushing to frictionally engage between the polyaxial head and the fixed head of the screw.

Assignments (16)
CONFIRMATORY GRANT OF SECURITY INTEREST IN UNITED STATES PATENTS Recorded May 12, 2026
From: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 075560/0884 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 62310/0001 Recorded May 1, 2026
From: MIDCAP FUNDING IV TRUST, AS AGENT
To: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
Reel/Frame 075316/0001 →
RELEASE OF PATENT SECURITY INTEREST AT REEL/FRAME NO. 62681/0020 Recorded May 1, 2026
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS AGENT
To: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
Reel/Frame 075385/0575 →
SECURITY INTEREST Recorded Feb 7, 2023
From: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 062681/0020 →
SECURITY INTEREST Recorded Jan 6, 2023
From: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
To: MIDCAP FUNDING IV TRUST
Reel/Frame 062310/0001 →
RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY AT REEL/FRAME NO. 028358/0193 Recorded Sep 27, 2022
From: MIDCAP FUNDING IV TRUST, AS SUCCESSOR-IN-INTEREST TO MIDCAP FINANCIAL, LLC
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
Reel/Frame 061553/0787 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 47494/0562 Recorded Aug 11, 2021
From: SQUADRON MEDICAL FINANCE SOLUTIONS LLC
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
Reel/Frame 057177/0687 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 7, 2021
From: SMITH, KETCHEN
To: ALPHATEC SPINE, INC.
Reel/Frame 056778/0738 →
RELEASE OF SECURITY INTEREST Recorded Jun 3, 2020
From: MIDCAP FUNDING IV TRUST
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
Reel/Frame 052832/0132 →
SECURITY INTEREST Recorded Nov 9, 2018
From: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
To: SQUADRON MEDICAL FINANCE SOLUTIONS LLC
Reel/Frame 047494/0562 →
RELEASE OF SECURITY INTEREST Recorded Nov 8, 2018
From: GLOBUS MEDICAL, INC.
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
Reel/Frame 047485/0084 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Sep 22, 2016
From: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
To: GLOBUS MEDICAL, INC.
Reel/Frame 040108/0202 →
RELEASE OF SECURITY INTEREST Recorded Sep 8, 2016
From: DEERFIELD PRIVATE DESIGN FUND II, L.P.; DEERFIELD PRIVATE DESIGN INTERNATIONAL II, L.P.; DEERFIELD SPECIAL SITUATIONS FUND, L.P.; DEERFIELD SPECIAL SITUATIONS INTERNATIONAL MASTER FUND, L.P.
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.; ALPHATEC INTERNATIONAL LLC; ALPHATEC PACIFIC, INC.
Reel/Frame 039950/0360 →
SECURITY INTEREST Recorded Mar 27, 2014
From: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.; ALPHATEC INTERNATIONAL LLC; ALPHATEC PACIFIC, INC.
To: DEERFIELD PRIVATE DESIGN FUND II, L.P.; DEERFIELD PRIVATE DESIGN INTERNATIONAL II, L.P.; DEERFIELD SPECIAL SITUATIONS FUND, L.P.; DEERFIELD SPECIAL SITUATIONS INTERNATIONAL MASTER FUND, L.P.
Reel/Frame 032551/0037 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 12, 2012
From: ALPHATEC SPINE, INC.
To: ALPHATEC SPINE, INC.
Reel/Frame 028537/0524 →
SECURITY AGREEMENT Recorded Jun 12, 2012
From: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.; ALPHATEC INTERNATIONAL LLC; ALPHATEC PACIFIC, INC.
To: MIDCAP FINANCIAL, LLC
Reel/Frame 028358/0193 →