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.
Orchestra BioMed Holdings, Inc. filings document the governance, financing and material agreements of a biomedical company developing AVIM Therapy and Virtue SAB through strategic medical-device partnerships. Current reports describe revenue participation rights, strategic financing, distribution and right-of-first-refusal arrangements, underwritten common stock and pre-funded warrant offerings, investor presentations, and other business updates.
Proxy materials cover board elections, auditor ratification, executive compensation votes, equity and employee stock purchase plans, and related annual-meeting governance. The filing record also includes compensatory-arrangement disclosures for executive bonus plans, registration-statement references, exhibit filings and capital-structure disclosure tied to its cardiovascular product candidates.
Orchestra BioMed Holdings director David Pacitti reported a single transaction involving company stock. On 2026-08-12, 3,761 shares of common stock were withheld at $4.42 per share to satisfy tax withholding obligations arising from the vesting of restricted stock units. According to the company’s disclosure, no shares were sold in the market in connection with this event. After this withholding, Pacitti’s directly held stake totaled 54,750 shares of common stock.
Orchestra BioMed Holdings, Inc. director Eric S. Fain reported an indirect disposition of 5,145 shares of common stock on 2026-08-12. The shares, held by The Fain Living Trust, were withheld by the company to cover tax withholding obligations arising from vesting of restricted stock units. No shares were sold in the market, and the trust’s indirect holdings after this event were 99,630 shares.
Orchestra BioMed Holdings, Inc. director John Prosper Mack reported a Form 4 transaction where 4,885 shares of common stock were withheld by the company at $4.42 per share to satisfy tax withholding obligations upon vesting of restricted stock units. According to the company, no shares were sold in the market, and Mack’s directly held stake after the withholding is 66,544 shares.
Orchestra BioMed Holdings, Inc. director Chris Cleary reported a Form 4 transaction involving 4,238 shares of common stock on August 12, 2026. The shares were withheld by the company solely to satisfy tax withholding obligations upon vesting of restricted stock units, with no shares sold in the market. Following this withholding, Cleary directly holds 29,153 common shares.
Orchestra BioMed Holdings, Inc. reported minimal revenue and higher losses while strengthening its cash position for the quarter ended June 30, 2026. Total revenue for the six months was $0.2 million, down from $1.7 million a year earlier as prior partnership revenue ended and product sales remained modest. Net loss widened to $44.4 million from $38.1 million, driven primarily by increased research and development spending related to its flagship AVIM Therapy and Virtue SAB programs.
Liquidity is supported by cash and cash equivalents of $20.5 million and marketable securities of $89.5 million as of June 30, 2026. The company raised capital through an at-the-market equity program and received $15.0 million from a royalty purchase agreement with Ligand and $20.0 million from a convertible loan from Medtronic. These arrangements created significant long-term obligations, including a $34.6 million royalty liability and a $20.4 million Medtronic note. Stockholders’ equity declined to $19.3 million, reflecting the ongoing accumulated deficit of $407.0 million, though management states available cash and investments are sufficient to fund operations for at least one year after issuance.
Orchestra BioMed Holdings, Inc. executive Darren Sherman reported selling 15,000 shares of common stock on August 3, 2026 at a weighted average price of $4.09 per share, in trades ranging from $3.94 to $4.15, under a Rule 10b5-1 trading plan adopted on December 18, 2025. Following the sale, he directly held 1,154,327 shares.
Orchestra BioMed Holdings Inc. (OBIO) has a shareholder filing to sell common stock under Rule 144. The filing lists a planned sale of 15,000 shares of common stock through Fidelity Brokerage Services LLC with an aggregate market value of $61,291.68, to be sold on or after August 3, 2026 on NASDAQ. These shares were acquired from the issuer as restricted stock vesting on November 25, 2024 as compensation. The reporting shareholder, Darren Sherman, also reports prior sales during the last three months of 15,000 shares of common stock on June 1, 2026 for $58,049.53 and 15,000 shares on July 1, 2026 for $64,066.02.
Orchestra BioMed Holdings director and officer Darren Sherman sold 15,000 shares of common stock in an open-market sale. The transaction occurred at a weighted average price of about $4.27 per share, with individual sale prices ranging from $4.21 to $4.32.
The sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on December 18, 2025. After this transaction, Sherman directly holds 1,169,327 shares, indicating he retains a substantial continuing stake in Orchestra BioMed.
Darren Sherman filed a Form 144 to sell common stock. The notice lists a proposed sale of 15,000 shares reported with a sale date of 06/01/2026 and a gross amount of $58,049.53. The filing also lists restricted stock vesting events of 9,292 and 5,708 shares on 09/09/2024 and 11/25/2024, respectively.
Orchestra BioMed Holdings director compensation and tax withholding activity was reported through the Fain Living Trust. On June 23, 2026, the trust received 17,327 shares of Common Stock as a grant of restricted stock units, each representing one future share subject to service-based vesting after one year.
On the same date, the trust was granted 21,277 stock options with an exercise price of $4.04 per share, expiring on June 23, 2036, which also vest after one year of continuous service. On June 24, 2026, 4,261 shares were withheld by the issuer to cover tax obligations upon RSU vesting, with no market sale of shares. Following these transactions, the trust held 104,775 shares of Common Stock indirectly for the reporting person.