Zimmer Biomet director acquires 306 cash-settled units

Settlement is in five annual installments, commencing within 60 days after the calendar year in which Robert Hagemann's director service ends.

Rhea-AI Filing Summary

Zimmer Biomet Holdings, Inc. director Robert Hagemann acquired 306.0660 phantom stock units on September 30, 2026, under the Deferred Compensation Plan for Non-Employee Directors. His reported balance after the acquisition was 33,660.8400 phantom stock units, including 85.331 units accrued on July 31, 2026, under the plan’s dividend reinvestment provision. The units are to be settled in cash in five annual installments, commencing within 60 days after the end of the calendar year in which his director service ends. No Rule 10b5-1 plan is reported.

Insider Trade Summary

Grant/Award: 306.066 shares

Grant/Award 1 txn

Insider HAGEMANN ROBERT

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Phantom Stock Units F1, F2, F3, F4	306.066	$0.00	$0.00

Holdings After Transaction: Phantom Stock Units — 33,660.84 contracts (Direct)

Footnotes (4)

1. F1. The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.
2. F2. The Conversion or Exercise Price of Derivative Security is 1-for-1.
3. F3. Units are to be settled in cash in five annual installments commencing within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs.
4. F4. Includes 85.331 phantom stock units accrued on July 31, 2026 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Key Figures

Phantom stock units acquired: 306.0660 phantom stock units Reported balance after acquisition: 33,660.8400 phantom stock units Cash settlement installments: Five annual installments +2 more

5 metrics

Phantom stock units acquired 306.0660 phantom stock units September 30, 2026; accrued under the Deferred Compensation Plan for Non-Employee Directors

Reported balance after acquisition 33,660.8400 phantom stock units Includes 85.331 phantom stock units accrued July 31, 2026 under the dividend reinvestment provision

Cash settlement installments Five annual installments Commencing within 60 days after the end of the calendar year in which director service ceases

Settlement commencement Within 60 days After the end of the calendar year in which director service ceases

Units accrued under dividend reinvestment provision 85.331 phantom stock units Accrued July 31, 2026; included in the reported balance

Key Terms

Phantom Stock Units, Deferred Compensation Plan for Non-Employee Directors, dividend reinvestment provision

3 terms

Phantom Stock Units financial

"The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc."

Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.

Deferred Compensation Plan for Non-Employee Directors financial

"accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors"

dividend reinvestment provision financial

"under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan"

A dividend reinvestment provision is a company policy that lets shareholders automatically use their cash dividends to buy more shares instead of receiving money. Think of it like a subscription that turns each payday into buying an extra slice of the same pie; it helps investors compound their holdings over time, often with lower transaction costs and sometimes at a small discount, which can boost long‑term returns and subtly change ownership percentages.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many ZBH phantom stock units did Robert Hagemann acquire?

Robert Hagemann acquired 306.0660 phantom stock units on September 30, 2026, under the Deferred Compensation Plan for Non-Employee Directors.

When are Robert Hagemann's ZBH phantom stock units settled?

The units are to be settled in cash in five annual installments, commencing within 60 days after the end of the calendar year in which he ceases service as a director.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/02/2026 - 04:22 PM Accepted by SEC EDGAR 10/02/2026 - 04:21 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

HAGEMANN ROBERT

(Last) (First) (Middle)

345 E. MAIN STREET

(Street)

WARSAW INDIANA 46580

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
ZIMMER BIOMET HOLDINGS, INC. [ ZBH ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/30/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Phantom Stock Units(1)	$89.85(2)	09/30/2026		A		306.066		(3)	(3)	Common Stock	306.066	$0	33,660.84(4)	D

Explanation of Responses:

1. The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

2. The Conversion or Exercise Price of Derivative Security is 1-for-1.

3. Units are to be settled in cash in five annual installments commencing within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs.

4. Includes 85.331 phantom stock units accrued on July 31, 2026 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

	/s/ Matthew R. St. Louis, Attorney-in-Fact for Robert Hagemann (power of attorney previously filed)	10/02/2026
	** Signature of Reporting Person	Date
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)