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.
OBIO affiliate filed a Form 144 proposing the sale of 15,000 shares of Common Stock. The filing lists two tranches tied to restricted stock vesting: 12,196 shares dated 09/06/2024 and 2,804 shares dated 09/09/2024
The notice names Fidelity Brokerage Services LLC and indicates listing on NASDAQ; the filing date shown is 06/01/2026.
Orchestra BioMed Holdings, Inc. Chief Financial Officer Andrew Taylor Lawrence had 3,076 shares of common stock withheld at a price of $3.98 per share to cover tax obligations tied to vesting restricted stock units. No shares were sold in the market, and he now holds 629,417 shares directly.
Orchestra BioMed Holdings, Inc. director and officer Darren Sherman reported a tax-withholding share disposition tied to RSU vesting. On the transaction date, 4,925 shares of common stock were withheld by the company at $3.98 per share to satisfy tax obligations from vesting restricted stock units.
The footnote clarifies that no shares were sold in the market in connection with this event. After this routine tax-withholding transaction, Sherman directly holds 1,199,327 shares of Orchestra BioMed common stock.
Orchestra BioMed Holdings director Aryeh Jason made a small open-market purchase of company stock. On May 18, 2026, he bought 665 shares of common stock at a weighted average price of about $3.75–$3.76 per share. After this transaction, he directly owns 118,118 shares.
Orchestra BioMed Holdings director Jason Aryeh bought additional company stock in the open market. On May 15, 2026, he purchased 8,971 shares of common stock at a weighted average price of $3.90 per share, through multiple trades priced between $3.70 and $4.03.
Following this transaction, Aryeh directly owns 117,453 shares of Orchestra BioMed common stock. The filing notes that detailed trade-by-trade pricing within this range is available on request from the company, its shareholders, or the SEC staff.
Orchestra BioMed Holdings, Inc. director and officer David P. Hochman reported an open-market purchase of 5,000 shares of Common Stock on May 15, 2026 at a weighted average price of $3.77 per share. Following this purchase, he directly holds 1,059,029 shares of Common Stock.
The filing also lists indirect holdings through several family trusts, including 439,482 shares held by the DPH 2008 Trust and smaller positions held by the NSH 2008 Family Trust and three 2019 trusts.
Orchestra BioMed Holdings director Eric S. Fain, through the Fain Living Trust, bought 20,000 shares of common stock in an open-market purchase on May 14, 2026 at a weighted average price of $4.13 per share. Following this transaction, the trust holds 91,709 shares indirectly.
Orchestra BioMed Holdings, Inc. reported a Q1 2026 net loss attributable to common stockholders of $20.7 million, or $0.33 per share, compared with a $18.8 million loss a year earlier.
Total revenue fell to $0.1 million, primarily from product sales, after partnership revenue dropped to zero from $0.7 million. Operating expenses increased to $22.2 million, driven by higher research and development spending of $15.8 million and selling, general and administrative costs of $6.4 million.
At March 31, 2026, the company held $28.4 million in cash and cash equivalents and $66.0 million in marketable securities, with total assets of $100.7 million and stockholders’ equity of $41.2 million. Management states that existing cash, securities and contractual financing commitments are sufficient to fund operations for at least one year after the financial statements’ issuance date.
RTW Investments and affiliated funds updated their ownership report on Orchestra BioMed Holdings after exercising pre-funded warrants. On April 27, 2026, the RTW funds exercised pre-funded warrants for 1,250,032 shares at $0.0001 per share on a cashless basis, leading to 1,250,000 new common shares being issued and 32 shares withheld to cover the exercise price.
Following these transactions and including certain additional warrants exercisable within 60 days, RTW Investments and Dr. Roderick Wong are reported as beneficial owners of 11,942,394 shares of common stock, representing 19.2% of Orchestra BioMed’s outstanding common stock as calculated in the filing.
RTW Investments, LP and affiliated RTW Funds associated with Roderick Wong reported exercising 1,250,032 Pre-Funded Warrants of Orchestra BioMed Holdings, Inc. into common stock at $0.0001 per share on April 27, 2026. The exercise was completed on a cashless basis, with 32 shares withheld to cover the exercise price and 1,250,000 shares issued to the RTW Funds. Following these transactions, the RTW Funds indirectly held 9,556,063 shares of common stock. The Pre-Funded Warrants are immediately exercisable but include a 19.99% beneficial ownership cap, and the reporting persons disclaim beneficial ownership except to the extent of their pecuniary interest.