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 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.
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.