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.
Orchestra BioMed Holdings director and officer Darren Sherman reported a tax-related share disposition linked to restricted stock units. On the vesting of RSUs, the company withheld 33,317 shares of common stock at an effective price of $4.57 per share to cover tax obligations. According to the filing, no shares were sold in the market in connection with this event. After this withholding, Sherman directly holds 1,204,252 shares of Orchestra BioMed common stock.
Orchestra BioMed Holdings, Inc. insider Joshua Aiello, the Principal Accounting Officer, reported a small share disposition tied to taxes, not a market trade. The company withheld 241 shares of Common Stock at $4.57 per share to cover tax obligations from restricted stock unit vesting. After this withholding, Aiello directly holds 18,644 shares of Common Stock.
Orchestra BioMed Holdings director and officer David P. Hochman reported a tax-related share disposition tied to restricted stock units. On the reported date, 32,438 shares of Common Stock at $4.57 per share were withheld by the company to satisfy RSU tax obligations, and no shares were sold in the market.
After this withholding, Hochman directly owns 1,054,029 shares of Common Stock. He also reports additional indirect holdings through several trusts, including 439,482 shares held by the DPH 2008 Trust and smaller positions in other family trusts.
Orchestra BioMed Holdings director and officer David P. Hochman bought 10,000 shares of Common Stock in an open-market purchase at a weighted average price of $4.29 per share. After this transaction, he directly owns 1,086,467 shares, with additional indirect holdings reported through several family trusts.
Orchestra BioMed Holdings is a biomedical innovation company developing device-based therapies for hypertension and artery disease through risk‑sharing partnerships. Its lead candidates are AVIM Therapy, a pacemaker‑delivered bioelectronic treatment for uncontrolled hypertension, and Virtue Sirolimus AngioInfusion Balloon (Virtue SAB) for coronary and peripheral artery disease.
AVIM Therapy is being co-developed with Medtronic under an exclusive global collaboration for hypertensive pacemaker patients. A pivotal BACKBEAT study is underway, targeting up to 500 patients, with enrollment completion currently planned for mid‑2026. AVIM Therapy has U.S. FDA Breakthrough Device Designation and IDE approval, and prior pilot studies showed statistically significant blood pressure reductions in pacemaker‑indicated patients.
Virtue SAB, which uses a microporous balloon to deliver an extended‑release sirolimus formulation without a permanent implant, is in a U.S. IDE pivotal Virtue Trial, expected to enroll about 740 patients with completion of enrollment planned for mid‑2027. Terumo holds a right of first refusal on coronary rights and has made multiple cash and equity investments. Ligand Pharmaceuticals has purchased a revenue participation right on future AVIM and Virtue SAB revenues for $35 million and also invested in equity. The company highlights large potential addressable markets in cardiac rhythm management and interventional cardiology.
Medtronic plc and Covidien Group S. reported shared beneficial ownership of 10,078,625 shares of Orchestra BioMed Holdings, Inc. common stock, representing 17.8%. The calculation is based on 56,464,731 shares outstanding as of November 6, 2025.
The filing is an Amendment No. 3 to a Schedule 13G/A and is signed by authorized representatives with a joint filing agreement in place.
Orchestra BioMed Holdings investor RTW Investments and related funds report beneficial ownership of 11,942,426 shares of common stock, representing 19.7% of the company. This reflects an increase after the RTW funds raised the “Maximum Percentage” in their pre-funded warrants from 9.99% to 19.99%.
As a result of this change, they are deemed to beneficially own all shares underlying the pre-funded warrants, adding 3,636,363 shares to their reported stake. RTW Master Fund, RTW Innovation Master Fund and RTW Biotech Opportunities Operating Ltd hold combinations of common stock and immediately exercisable pre-funded warrants. The ownership percentages are based on 57,069,462 shares outstanding as of February 19, 2026.
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.