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.
Maria Teresa Hilado, a director of Zimmer Biomet Holdings, Inc. (ZBH), reported an acquisition of 344.036 phantom stock units on 09/30/2025 under the companys Deferred Compensation Plan for Non-Employee Directors. The phantom units convert 1-for-1 into common stock value and are to be settled in cash in ten annual installments commencing within 60 days after the end of the calendar year in which her director service ends. The report notes 26.33 of the units were credited on 07/31/2025 via the plans dividend reinvestment provision. Following the transaction the filing shows total beneficial ownership of 10,875.718 shares.
Robert Hagemann, a non-employee director of Zimmer Biomet Holdings, Inc. (ZBH), was granted 280.326 phantom stock units on 09/30/2025 under the company's Deferred Compensation Plan for Non-Employee Directors. The units convert on a 1-for-1 basis into common stock value and are recorded at a per-unit price of $98.1, producing a reported aggregate value of $31,207.57. The filing notes that 79.18 of the units were accrued on 07/31/2025 under a dividend reinvestment provision. The phantom units are payable in cash in five annual installments beginning within 60 days after the calendar year in which the director's service ends.
Insider transaction disclosed for ZIMMER BIOMET HOLDINGS, INC. (ZBH). The reporting person, Sang Yi, Group President, Asia Pacific and an officer and director, reported a sale of 1,200 shares of common stock on 09/11/2025 at a price of $103.585 per share. After the sale, the filing shows 18,584 shares beneficially owned by the reporting person. The filing also notes that the reported beneficial ownership includes 160 shares acquired under the Employee Stock Purchase Plan on June 30, 2025. The Form 4 was signed by an attorney-in-fact on 09/15/2025.
Form 144 notice for Zimmer Biomet Holdings, Inc. (ZBH) shows a proposed sale of 1,200 common shares through Fidelity Brokerage Services on 09/11/2025 with an aggregate market value of $124,302.00. The filing reports 198,095,984 shares outstanding for the issuer and lists the planned exchange as the NYSE. The securities being offered were acquired by restricted stock vesting on 03/01/2024 (1,144 shares) and 03/06/2024 (56 shares), with payment characterized as compensation.
The filing also discloses prior sales by the same person, Sang Uk Yi, of 1,000 shares on 06/11/2025 for $95,000.00 and 800 shares on 06/13/2025 for $74,010.96. The signer certifies no undisclosed material adverse information and acknowledges the Rule 144 representation and criminal penalties for misstatements.
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.
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.
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.
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.
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%).
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.