Zimmer Biomet Holdings, Inc. filings document a public medical technology company with common stock listed under ZBH and several registered notes listed on the New York Stock Exchange. Recent 8-K reports cover quarterly and annual operating results, updated financial guidance, executive officer departures and interim finance leadership, debt securities, and completed acquisition activity.
The company's proxy and event filings disclose board and executive compensation matters, governance votes, Section 12(b) securities, material agreements, senior unsecured debt obligations, and exhibits tied to earnings releases. These records frame Zimmer Biomet's capital structure, leadership changes, shareholder governance and financial reporting for its orthopedic and musculoskeletal technology business.
Zimmer Biomet Holdings, Inc. reported a director-level deferred compensation transaction involving phantom stock units. On 12/31/2025, a director acquired 304.439 phantom stock units under the company’s Deferred Compensation Plan for Non-Employee Directors at a 1-for-1 ratio with common stock.
After this transaction, the director beneficially owned 31,586.952 phantom stock units in total. These units are to be settled in cash in five annual installments, beginning within sixty days after the end of the calendar year in which the director’s service on the board ends. The total includes 74.943 phantom stock units that were accrued on 10/31/2025 through the plan’s dividend reinvestment feature.
Zimmer Biomet Holdings, Inc. director Michael J. Farrell reported a deferred compensation transaction involving phantom stock units as of 12/31/2025. He acquired 415.144 phantom stock units tied to Zimmer Biomet common stock under the company's Deferred Compensation Plan for Non-Employee Directors at a stated conversion rate of 1-for-1. Each unit represents the economic value of one share, but the units are to be settled in cash, in a lump sum, within sixty days after he ceases serving as a director. Following this transaction, he holds 17,775.682 phantom stock units directly, which includes 41.590 units that were previously accrued on 10/31/2025 through the plan’s dividend reinvestment feature.
Zimmer Biomet Holdings senior vice president and chief human resources officer Lori Winkler reported routine equity compensation activity involving restricted stock units (RSUs) tied to the company’s common stock. On 11/28/2025, RSUs covering 56.534 shares and 122.695 shares were settled into common stock at an exercise price of $0 per share, reflecting previously granted awards becoming deliverable. On the same date, 56.534 shares and 122.695 shares of common stock were withheld at a price of $97.52 per share to cover FICA and related tax obligations associated with her retirement eligibility under the terms of those awards. Following these transactions, she directly holds 6,833 shares of common stock, along with remaining RSUs that vest on March 6, 2026, and in two tranches on February 20, 2026 and February 20, 2027.
Zimmer Biomet Holdings (ZBH) reported an insider equity transaction by its Exec VP & CFO, Suketu Upadhyay. On November 10, 2025, 10,632 performance-based RSUs vested and were converted into common stock at $0 per share. To cover taxes, 4,731 shares were withheld at a price of $87.73 per share.
Following these transactions, the executive’s directly held common stock totaled 54,754 shares. The filing notes these RSUs each represented the right to receive one share of common stock, and the earned performance-based RSUs vested on November 10, 2025.
Zimmer Biomet (ZBH) reported third‑quarter results. Net sales were $2,001.4 million, up from $1,824.2 million. Operating profit rose to $351.3 million from $279.5 million, while net earnings attributable to the company were $230.9 million versus $249.1 million a year ago. Diluted EPS was $1.16 (prior year $1.23). By category, Q3 sales were Knees $792.4 million, Hips $506.2 million, S.E.T. $541.5 million, and Technology & Data, Bone Cement and Surgical $161.3 million.
For the first nine months, net sales reached $5,987.7 million with operating cash flow of $1,179.7 million. The balance sheet showed cash and cash equivalents of $1,292.7 million and long‑term debt of $7,512.6 million as of September 30, 2025. The company completed the Paragon 28 acquisition, paying $1,241.5 million in cash plus contingent consideration fair‑valued at $35.0 million, recording $635.6 million of goodwill. During 2025, Zimmer Biomet issued new senior notes (including $1,748.1 million in U.S. dollar notes and $744.0 million in Swiss Notes) and redeemed $863.0 million of 2025 notes. A quarterly dividend of $0.24 per share was declared.
Zimmer Biomet Holdings, Inc. furnished an 8-K announcing a press release with financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and its information is incorporated by reference in the report.
The Item 2.02 information, including Exhibit 99.1, is being furnished and is not deemed “filed” for purposes of Section 18 of the Exchange Act, nor incorporated into other filings except by specific reference. An additional Exhibit 104 (Cover Page Interactive Data File) is included.
Zimmer Biomet Holdings (ZBH) reported an insider equity award on a Form 4. The company’s Executive Vice President and CFO received 10,632 restricted stock units (RSUs), recorded as an acquisition at $0 per unit and held directly.
The RSUs were part of a performance-based grant made on September 1, 2023, with results measured over October 1, 2024 to September 30, 2025. On October 24, 2025, the final outcome was determined, and 10,632 RSUs were earned. Each RSU represents the right to receive one share of Zimmer Biomet common stock. The earned RSUs are scheduled to vest on November 10, 2025.
Zimmer Biomet Holdings, Inc. completed its acquisition of Monogram Technologies Inc. through a merger on October 7, 2025, making Monogram a wholly owned subsidiary. At the merger’s effective time, each share of Monogram common stock was converted into the right to receive $4.04 in cash, without interest, plus one contractual contingent value right under a Contingent Value Rights Agreement with Computershare Trust Company, N.A. Each share of Monogram Series D preferred stock became entitled to $2.25 in cash, without interest, plus any accrued but unpaid dividends, and each share of Series E preferred stock became entitled to $100.00 in cash, without interest. The company also issued a press release on October 7, 2025 announcing the merger closing.
Devdatt Kurdikar, a Director of Zimmer Biomet Holdings, Inc. (ZBH), reported on Form 4 that 140.163 phantom stock units were acquired on 09/30/2025 under the company’s Deferred Compensation Plan for Non-Employee Directors. The derivative units convert on a 1-for-1 basis into common stock and are scheduled to be settled in shares within sixty days after the director’s service ends. The report shows 1,613.887 shares of common stock beneficially owned following the reported transaction, and it notes 3.428 phantom units were added on 07/31/2025 via the plan’s dividend reinvestment provision.
Kolli Sreelakshmi, a director of Zimmer Biomet Holdings, Inc. (ZBH), reported on Form 4 that 159.276 phantom stock units were acquired on 09/30/2025 under the company’s Deferred Compensation Plan for Non-Employee Directors. The units convert 1-for-1 into common shares and are to be settled in company stock within sixty days after the director stops service. Following the transaction, the report shows beneficial ownership of 5,393.594 shares (including 13.119 units added via dividend reinvestment on 07/31/2025). The Form 4 was signed by an attorney-in-fact on 10/02/2025.