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ZIMMER BIOMET HOLDINGS, INC. (ZBH) SEC Filings, Jul-Sep 2025

ZBH NYSE

Welcome to our dedicated page for ZIMMER BIOMET HOLDINGS SEC filings (Ticker: ZBH), 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.

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Lori Winkler, Senior Vice President and CHRO of Zimmer Biomet Holdings, reported sales of common stock on September 8, 2025. The Form 4 discloses 1,500 shares sold at a weighted average price of $104.15 per share (individual sale prices ranged from $104.15 to $104.18). After the transactions, Ms. Winkler beneficially owns 6,833 shares, held directly. The sale was reported on the Form 4 filed September 10, 2025, and was executed by an attorney-in-fact on her behalf.

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Zimmer Biomet issued two series of senior unsecured debt denominated in Swiss francs totaling CHF 600,000,000. The company sold CHF 210,000,000 of 0.930% Bonds 2025–2030 (Tranche A) and CHF 390,000,000 of 1.560% Bonds 2025–2035 (Tranche B). Each tranche includes a clean-up call allowing the company to redeem the entire tranche at par either (a) on or after June 4, 2030 for Tranche A and June 4, 2035 for Tranche B, or (b) if 85% or more of the tranche has been redeemed or purchased and cancelled. The filing is signed by Chad F. Phipps, Senior Vice President, General Counsel and Secretary.

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Paul A. Stellato, Vice President, Controller and Chief Accounting Officer of Zimmer Biomet Holdings, Inc. (ZBH), reported insider transactions dated 09/01/2025. The filing shows 1,281 shares of common stock were acquired upon vesting of restricted stock units (RSUs) at a $0 per-share acquisition price, increasing his beneficial ownership to 4,112 shares; the filing notes 59 of those shares derive from the Employee Stock Purchase Plan. Separately, 402 shares were disposed of in a sale at $105.60 per share, leaving beneficial ownership of 3,710 shares. The Form 4 is signed by an attorney-in-fact on behalf of Mr. Stellato.

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Lori Winkler, SVP and CHRO of Zimmer Biomet Holdings, Inc. (ZBH), reported a sale of 1,500 shares of the issuer's common stock on 08/18/2025 at a reported price of $102.49 per share. Following the transaction, Winkler beneficially owned 8,333 shares, held directly. The Form 4 was signed by an attorney-in-fact on 08/20/2025.

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Schedule 13G/A summary: Dodge & Cox reports beneficial ownership of 22,097,463 shares of Zimmer Biomet common stock, representing 11.2% of the class. The firm reports sole voting power over 20,878,838 shares and sole dispositive power over 22,097,463 shares, with no shared voting or dispositive power. The filing identifies Dodge & Cox as an investment adviser and states the shares are held in the ordinary course of business and not for the purpose of changing or influencing control. The Dodge & Cox Stock Fund is disclosed as holding 14,622,400 shares (7.4%).

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Kevin R. Thornal, Group President-Global Business at Zimmer Biomet (ZBH), was granted 29,870 restricted stock units (RSUs) on 08/01/2025. Each RSU represents a contingent right to one share of common stock and the award carries a $0 purchase price, indicating a compensation grant rather than a market purchase. The RSUs vest in three equal installments, with one-third vesting on each of August 1, 2026, August 1, 2027 and August 1, 2028. Following the reported transaction, Mr. Thornal beneficially owns 29,870 shares directly. This filing discloses a routine executive equity award intended to align the officer’s incentives with shareholder value over a multi-year period.

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Zimmer Biomet reports a proposed sale of 7,500 common shares through Fidelity Brokerage on the NYSE, with an aggregate market value of $766,708.20, scheduled for 08/13/2025. The filing lists 198,095,984 shares outstanding and shows the securities to be sold were acquired through employee programs: small ESPP purchases on 12/29/2023 (25), 06/28/2024 (28) and 12/31/2024 (29), and restricted stock vesting on 02/18/2025 (5,911) and 02/20/2025 (1,507). The filer reports Nothing to Report for sales in the past three months and includes the standard representation that the seller is not aware of undisclosed material adverse information.

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Zimmer Biomet Holdings, Inc. (NYSE: ZBH) filed an 8-K dated 7 Aug 2025 to disclose Item 2.02 – Results of Operations and Financial Condition.

  • The company issued a press release (Exhibit 99.1) announcing its financial results for the quarter ended 30 Jun 2025; the actual figures are not included in the filing.
  • The 8-K clarifies that the press release is being furnished, not filed, thereby limiting Exchange Act liability.
  • No other material transactions, guidance changes or strategic updates are reported.

The document also lists ZBH’s registered securities (common stock and three note issues) and provides standard emerging-growth-company and signature boilerplate.

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Zimmer Biomet Holdings, Inc. (NYSE: ZBH) has entered into a definitive Agreement and Plan of Merger to acquire Monogram Technologies Inc. On 11 July 2025 the company and its wholly-owned subsidiary, Honey Badger Merger Sub, signed the merger agreement under which Merger Sub will be merged into Monogram, making Monogram a wholly-owned subsidiary of Zimmer Biomet at closing.

Transaction consideration will be paid entirely in cash plus a contractual contingent value right (CVR):

  • Monogram common stockholders will receive $4.04 per share in cash plus one CVR.
  • Series D preferred holders will receive $2.25 per share in cash plus any accrued but unpaid dividends.
  • Series E preferred holders will receive $100.00 per share in cash.
The CVR entitles holders to additional future payments if specified milestones are achieved, details of which will be set forth in a separate agreement executed at or before closing.

The company furnished an investor presentation (Exhibit 99.1) and a joint press release (Exhibit 99.2); both are incorporated by reference but are deemed “furnished,” not “filed,” under the Exchange Act. Zimmer Biomet stresses that forward-looking statements in the materials are subject to numerous risks, including regulatory approvals, Monogram shareholder approval, competing offers, integration challenges, and potential termination fees.

No financial statements or pro-forma financial data were included in this Form 8-K. Closing timing and expected financial impact were not disclosed.

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FAQ

How many ZIMMER BIOMET HOLDINGS (ZBH) SEC filings are available on StockTitan?

StockTitan tracks 132 SEC filings for ZIMMER BIOMET HOLDINGS (ZBH), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for ZIMMER BIOMET HOLDINGS (ZBH)?

The most recent SEC filing for ZIMMER BIOMET HOLDINGS (ZBH) was filed on September 10, 2025.