Welcome to our dedicated page for Orchestra BioMed Holdings SEC filings (Ticker: OBIO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Orchestra BioMed Holdings, Inc. (Nasdaq: OBIO) SEC filings page provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As an emerging growth company, Orchestra BioMed uses current reports on Form 8-K and other filings to describe material agreements, financings, collaborations and governance matters related to its biomedical innovation business.
In these filings, investors can find detailed information about the company’s strategic and financial arrangements that support its flagship programs, Atrioventricular Interval Modulation (AVIM) Therapy and the Virtue Sirolimus AngioInfusion Balloon (Virtue SAB). Recent Form 8-K reports describe revenue participation agreements with Ligand Pharmaceuticals tied to future revenues from AVIM Therapy and Virtue SAB, a secured subordinated convertible loan agreement with Medtronic that can convert into a revenue share, and a termination and right of first refusal agreement with Terumo related to Virtue SAB for coronary artery disease.
Filings also cover underwritten public offerings of common stock and pre-funded warrants, private placements with institutional partners, preferred stock issuances, and stock purchase agreements that provide capital for pivotal clinical trials such as the BACKBEAT global study and the Virtue Trial. Additional disclosures include investor presentations furnished under Regulation FD, conference call transcripts, and annual meeting voting results.
On Stock Titan, these OBIO filings are complemented by AI-powered summaries that highlight key terms, counterparties and financial implications, helping readers quickly understand complex documents such as Form 8-Ks, registration statements and related exhibits. Users can review how Orchestra BioMed structures revenue interests, rights of first refusal, convertible instruments and collaboration amendments, and can monitor ongoing reporting about its status as an emerging growth company and its relationships with partners like Medtronic, Terumo and Ligand.
Aiello Joshua reported acquisition or exercise transactions in a Form 4 filing for OBIO. The filing lists transactions totaling 70,000 shares. Following the reported transactions, holdings were 70,000 shares.
Orchestra BioMed Holdings director and executive Darren Sherman received a stock-based award. On February 12, 2026, he was granted 397,000 shares of common stock in the form of restricted stock units at a price of $0 per share, bringing his directly owned stake to 1,237,569 shares.
The RSUs vest over three years starting from the February 12, 2026 issue date. Vesting occurs in four equal 25% installments at 18, 24, 30, and 36 months, and each unit converts into one share of common stock if he remains in continuous service as President, Chief Operating Officer, and director.
Taylor Andrew Lawrence reported acquisition or exercise transactions in this Form 4 filing.
Orchestra BioMed Holdings Chief Financial Officer granted 181,000 RSUs. On February 12, 2026, CFO Andrew Taylor received an award of 181,000 restricted stock units, each representing a right to one share of common stock at a grant price of $0. The RSUs vest in four equal 25% installments at 18, 24, 30 and 36 months after February 12, 2026, contingent on his continued service. Following this grant, he beneficially owns 632,493 shares of common stock directly.
Orchestra BioMed Holdings outlined new 2026 compensation structures for senior leadership. The Board approved a 2026 cash bonus plan for all executive officers, with payouts tied to specific company performance goals and additional, more demanding stretch goals covering pivotal study enrollment, partnership expansion, and financial and operating metrics.
Under these terms, the Chief Executive Officer and President/Chief Operating Officer have 100% of their 2026 cash bonuses based on achieving these goals. The Chief Financial Officer’s bonus is also tied to these targets but can be adjusted upward by up to 45% or down to zero based on individual performance objectives. The Board also adopted a revised restricted stock unit vesting schedule, shifting to four equal vesting installments over three years at 18, 24, 30, and 36 months.
Hochman David P reported acquisition or exercise transactions in a Form 4 filing for OBIO. The filing lists transactions totaling 504,000 shares. Following the reported transactions, holdings were 1,076,467 shares.
Orchestra BioMed Holdings, Inc. director Chris Cleary reported an automatic share withholding related to equity compensation. On February 5, 2026, the issuer withheld 676 shares of Common Stock at $3.71 per share to cover tax obligations from vesting restricted stock units.
The footnote clarifies that no shares were sold in the market; this was strictly a tax-withholding event handled by the company. After this transaction, Cleary directly beneficially owned 36,901 shares of Orchestra BioMed common stock.
Orchestra BioMed Holdings director and President/COO Darren Sherman reported the vesting of a performance-based stock option for 34,974 shares of common stock. The option carries an exercise price of $2.85 per share and is held directly.
According to the disclosure, this option was originally granted on April 23, 2025. It vests over four years, with 25% scheduled to vest on April 23, 2026, and the remaining 75% vesting in equal installments every three months over the following three years. After the January 28, 2026 transaction, Sherman beneficially owns 34,974 stock options.
Orchestra BioMed Holdings, Inc. reported that it expects to receive up to $21 million in proceeds in connection with the acquisition of Vivasure by Haemonetics. The company disclosed this development via a press release titled “Orchestra BioMed to Receive Up to $21 Million in Proceeds from Acquisition of Vivasure by Haemonetics,” which is filed as an exhibit to this report.
Orchestra BioMed Holdings, Inc. reported that its Chief Financial Officer had 8,670 shares of common stock withheld on 12/10/2025 to cover tax obligations from vesting restricted stock units at $4.67 per share.
After this tax withholding, the officer directly beneficially owns 454,945 shares of Orchestra BioMed common stock, and the company states that no shares were sold in the market as part of this transaction.
Orchestra BioMed Holdings, Inc. reported that a director who also serves as Chief Executive Officer and Chairperson had company shares withheld on 12/10/2025 to cover taxes from vesting restricted stock units. The issuer withheld 40,355 shares of Common Stock at $4.67 per share from the reporting person's direct holdings and 3,283 shares at the same price from shares held through the DPH 2008 Trust, with no shares sold in the market.
After these transactions, the reporting person beneficially owns 572,467 shares of Common Stock directly and 439,482 shares indirectly through the DPH 2008 Trust, along with smaller indirect holdings of 2,000 shares in each of three 2019 trusts and 3,140 shares in the NSH 2008 Family Trust.
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