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.
A director of Orchestra BioMed Holdings, Inc. (OBIO) reported a purchase of company common stock on 09/19/2025. The Form 4 shows 1,000 shares were acquired at $2.45 per share, bringing the reporting persons beneficial ownership to 108,482 shares, held directly. The filing was signed by an attorney-in-fact on behalf of the reporting person.
Joshua Aiello, Principal Accounting Officer reported a routine withholding transaction related to vested restricted stock units. On 09/17/2025 he had 203 shares of Orchestra BioMed Holdings, Inc. (OBIO) disposed of at $2.46 per share under transaction code F(1), which the filer explains represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. The filing shows 19,126 shares beneficially owned following the transaction, held directly. The form is signed by an attorney-in-fact on behalf of the reporting person on 09/19/2025. No market sale occurred according to the explanation.
Andrew Taylor, Chief Financial Officer of Orchestra BioMed Holdings, Inc. (OBIO) reported a non‑derivative transaction on 09/17/2025 reflecting the withholding of 16,102 common shares at an effective price of $2.46 to satisfy tax withholding obligations associated with the vesting of restricted stock units. The filing shows 466,686 shares remain beneficially owned after the withholding. The Form 4 was signed by the reporting person on 09/19/2025. The disclosure notes that no shares were sold in the market as part of the tax withholding.
Orchestra BioMed Holdings, Inc. (OBIO) Form 4: The filing reports that David P. Hochman, Chief Executive Officer and Chairperson, had shares withheld to satisfy tax obligations upon vesting of restricted stock units on 09/17/2025. The issuer withheld 40,355 shares at a price of $2.46 each and 3,283 shares at $2.46 each, with no market sales executed. After these transactions Mr. Hochman beneficially owns 611,105 shares directly and 446,048 shares indirectly (held by the DPH 2008 Trust). The form was signed by an attorney-in-fact on 09/19/2025.
Eric S. Fain, a director of Orchestra BioMed Holdings, Inc. (OBIO), reported an acquisition of 5,760 shares of the company's common stock at a weighted-average price of $2.61 per share. Following this transaction the reporting person beneficially owns 71,709 shares indirectly through the Fain Living Trust. The filing identifies the purchase as multiple transactions aggregated to a weighted-average price and notes the reporting person is filing individually as a director. No derivative transactions, dispositions, or other changes in ownership are reported in this Form 4.
Orchestra BioMed Holdings, Inc. (OBIO) reporting person Darren Sherman, identified as President and Chief Operating Officer, acquired 3,000 shares of the company's common stock on 08/25/2025 at a price of $2.62 per share. Following the transaction, Mr. Sherman directly beneficially owns 926,837 shares. The Form 4 was signed by an attorney-in-fact.
David P. Hochman, Chief Executive Officer and Chairperson of Orchestra BioMed Holdings, Inc. (OBIO), reported purchasing a total of 6,000 shares of the company's common stock on 08/21/2025 at a weighted-average price of $2.49 per share (individual trade prices ranged from $2.49 to $2.50). After the reported purchase, Mr. Hochman beneficially owns 651,460 shares directly and additional shares indirectly via multiple family trusts (total indirect positions listed: 449,331; 2,000; 2,000; 2,000; 3,140). The Form 4 was signed by an attorney-in-fact on 08/25/2025. The filing discloses insider buying by the CEO/chair but does not provide reasons for the transactions.
Orchestra BioMed Holdings, Inc. insider filing shows Chief Financial Officer Andrew Taylor reported a non-derivative purchase of 2,000 shares of the company on 08/25/2025 at a price of $2.55 per share. Following the transaction, the reporting person beneficially owned 482,788 shares. The Form 4 was filed by a single reporting person and bears the reporting person's signature dated 08/25/2025.
Orchestra BioMed Holdings, Inc. reported a net loss of $19.4 million for the three months ended June 30, 2025 and $38.1 million year-to-date, compared with $16.0 million and $29.4 million in the prior-year periods. Total revenue remained modest at $0.836 million for the quarter, driven by partnership and product sales, while research and development expense rose to $13.9 million in the quarter as the company advances multiple clinical programs.
On the balance sheet, cash and cash equivalents totaled $18.7 million and marketable securities $15.2 million, giving total assets of $42.8 million versus $76.2 million at year-end 2024. Stockholders' equity declined to $0.3 million. Operating cash used was $32.1 million for the six months ended June 30, 2025. Deferred revenue from the Terumo collaboration was $14.0 million, with approximately $4.5 million expected to be recognized in the next 12 months. Management states available capital (including subsequent proceeds) is sufficient to fund operations through at least one year from issuance.
Orchestra BioMed Holdings, Inc. reported an award of 80,000 restricted stock units (RSUs) to reporting person Taylor Andrew Lawrence, identified as Chief Financial Officer, with an earliest transaction date of 08/07/2025. Each RSU represents a contingent right to one share of common stock and the reported acquisition was recorded at a price of $0 per RSU.
The RSUs vest in three tranches subject to the reporting person’s continuous service: 33.33% at 24 months, 33.33% at 30 months and 33.34% at 36 months after the grant date. After the award the reporting person beneficially owns 480,788 shares, reported as direct ownership. The Form 4 is signed by Andrew Taylor on 08/08/2025.