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Orchestra BioMed (OBIO) director awarded RSUs, options and tax shares withheld

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Fain Eric S
Role null
Type Security Shares Price Value
Tax Withholding Common Stock 4,261 $0.00 --
Grant/Award Stock Option (Right to Buy) 21,277 $0.00 --
Grant/Award Common Stock, par value $0.0001 per share ("Common Stock") 17,327 $0.00 --
Holdings After Transaction: Common Stock — 104,775 shares (Indirect, By the Fain Living Trust); Stock Option (Right to Buy) — 21,277 shares (Indirect, By the Fain Living Trust); Common Stock, par value $0.0001 per share ("Common Stock") — 109,036 shares (Indirect, By the Fain Living Trust)
Footnotes (1)
  1. Represents an award of restricted stock units ("RSUs") awarded to the Reporting Person on June 23, 2026 (the "Grant Date"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest on the one year anniversary of the Grant Date, subject to the Reporting Person's continuous service through such date. Represents the withholding of shares by the Issuer to satisfy tax withholding obligations in connection with vesting of RSUs. No shares were sold in the market as a result of the vesting of these RSUs and the satisfaction of tax withholding obligations. The stock options will vest on the one year anniversary of the Grant Date, subject to the Reporting Person's continuous service through such date.
RSU shares granted 17,327 shares Restricted stock units granted on June 23, 2026
Options granted 21,277 options Stock Option (Right to Buy) granted on June 23, 2026
Option exercise price $4.04 per share Conversion/exercise price for stock options
Option expiration June 23, 2036 Expiration date of stock options
Shares withheld for taxes 4,261 shares Withholding to satisfy RSU tax obligations on June 24, 2026
Shares held after transactions 104,775 shares Indirect Common Stock holdings via Fain Living Trust after June 24, 2026
restricted stock units ("RSUs") financial
"Represents an award of restricted stock units ("RSUs") awarded to the Reporting Person on June 23, 2026"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
tax withholding obligations financial
"Represents the withholding of shares by the Issuer to satisfy tax withholding obligations in connection with vesting of RSUs"
Stock Option (Right to Buy) financial
"Stock Option (Right to Buy) with an exercise price of 4.0400 and expiration date June 23, 2036"
continuous service financial
"The RSUs will vest on the one year anniversary of the Grant Date, subject to the Reporting Person's continuous service through such date"
indirect ownership financial
"direct_or_indirect: "I", nature_of_ownership: "By the Fain Living Trust" indicating indirect ownership"
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FAQ

What did Orchestra BioMed (OBIO) director Eric Fain report in this Form 4?

Eric Fain, through the Fain Living Trust, reported receiving restricted stock units and stock options, plus share withholding for taxes. The transactions reflect equity compensation and related tax settlements, with no open-market share purchases or sales disclosed in this filing.

How many Orchestra BioMed (OBIO) shares were granted to the Fain Living Trust?

The Fain Living Trust was granted 17,327 shares of Orchestra BioMed Common Stock via restricted stock units. Each RSU converts into one share after vesting, which is scheduled to occur one year after the June 23, 2026 grant date, subject to continuous service.

What stock options did the Fain Living Trust receive in Orchestra BioMed (OBIO)?

The Fain Living Trust received stock options covering 21,277 shares of Orchestra BioMed Common Stock. These options have a strike price of $4.04 per share, vest after one year of continuous service from June 23, 2026, and expire on June 23, 2036.

Were any Orchestra BioMed (OBIO) shares sold on the market in this Form 4?

No market sales occurred. The 4,261-share disposition was issuer share withholding to satisfy tax obligations on RSU vesting. The footnote clarifies no shares were sold in the market; they were retained by the issuer solely for tax payment purposes.

How many Orchestra BioMed (OBIO) shares did the Fain Living Trust hold after these transactions?

After the reported transactions, the Fain Living Trust held 104,775 shares of Orchestra BioMed Common Stock. These holdings are reported as indirect ownership for Eric Fain and reflect equity remaining after the tax-related share withholding on vested RSUs.

When do the Orchestra BioMed (OBIO) RSUs and options granted to the Fain Living Trust vest?

Both the restricted stock units and the stock options granted on June 23, 2026 vest on the one-year anniversary of that grant date. Vesting is conditioned on the reporting person’s continuous service through that anniversary, as described in the footnotes.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Fain Eric S

(Last)(First)(Middle)
C/O ORCHESTRA BIOMED HOLDINGS, INC.
150 UNION SQUARE DRIVE

(Street)
NEW HOPE PENNSYLVANIA 18938

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Orchestra BioMed Holdings, Inc. [ OBIO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/23/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, par value $0.0001 per share ("Common Stock")06/23/2026A17,327(1)A$0109,036IBy the Fain Living Trust
Common Stock06/24/2026F(2)4,261D$0104,775IBy the Fain Living Trust
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option (Right to Buy)$4.0406/23/2026A21,277 (3)06/23/2036Common Stock21,277$021,277IBy the Fain Living Trust
Explanation of Responses:
1. Represents an award of restricted stock units ("RSUs") awarded to the Reporting Person on June 23, 2026 (the "Grant Date"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest on the one year anniversary of the Grant Date, subject to the Reporting Person's continuous service through such date.
2. Represents the withholding of shares by the Issuer to satisfy tax withholding obligations in connection with vesting of RSUs. No shares were sold in the market as a result of the vesting of these RSUs and the satisfaction of tax withholding obligations.
3. The stock options will vest on the one year anniversary of the Grant Date, subject to the Reporting Person's continuous service through such date.
/s/ Andrew Taylor, Attorney-in-Fact06/25/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)