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BERNARD BETSY J

Disclosed activity across 4 companies

Tapewire entity
13958
SEC CIK
0001166854

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PRINCIPAL FINANCIAL GROUP INCPFG · Entity 3209DirectorDecember 21, 2020December 23, 2020
RTX CorpUTX · Entity 2823DirectorJanuary 03, 2005January 04, 2005
ZIMMER BIOMET HOLDINGS, INC.ZBH · Entity 3278DirectorMay 22, 2026May 27, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

PRINCIPAL FINANCIAL GROUP INC

Report date December 21, 2020 · Filed December 23, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect54,068 Reported balance After 2020-12-21 transaction · row 1
1 source row

Row 1 · 2020-12-21 · Grant · Acquired 118 · Balance 54,068

F1: Grant of restricted stock units.

Filing footnotes · ownership attribution and instrument terms

F1: Grant of restricted stock units.

RTX Corp

Report date January 03, 2005 · Filed January 04, 2005

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitSEC Table II · derivative / convertible securityDirect2,537.8534 Reported balance After 2005-01-03 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2005-01-03 · Grant · Acquired 582.5243 · Balance 2,537.8534

F1: Consists of Phantom Stock Units acquired at the election of the reporting person in lieu of his/her annual retainer for services as a non-employee director under a company program that permits him/her to defer receipt of the retainer. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash.

Filing footnotes · ownership attribution and instrument terms

F1: Consists of Phantom Stock Units acquired at the election of the reporting person in lieu of his/her annual retainer for services as a non-employee director under a company program that permits him/her to defer receipt of the retainer. Upon termination of services on the Board of Directors, all such Phantom Stock Units are payable in cash.

ZIMMER BIOMET HOLDINGS, INC.

Report date May 22, 2026 · Filed May 27, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $85.68Direct21,581.562 Reported balance After 2026-05-22 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-05-22 · Grant · Acquired 875.35 · Balance 21,581.562

F1: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3: Units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4: Includes 60.604 phantom stock units accrued on April 30, 2026, 57.375 phantom stock units accrued on January 30, 2026, 49.323 phantom stock units accrued on October 31, 2025 and 53.221 phantom stock units accrued on July 31, 2025, in each case under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect24,506 Reported balance After 2026-05-22 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-05-22 · Grant · Acquired 1,517.274 · Balance 24,506

F2: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F5: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.

Filing footnotes · ownership attribution and instrument terms

F1: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3: Units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4: Includes 60.604 phantom stock units accrued on April 30, 2026, 57.375 phantom stock units accrued on January 30, 2026, 49.323 phantom stock units accrued on October 31, 2025 and 53.221 phantom stock units accrued on July 31, 2025, in each case under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F5: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

SITO MOBILE, LTD.

Report date June 01, 2017 · Filed June 02, 2017

Section 16 reporting ended · disclosed 2017-06-02. Current position is not established by this disclosure.

No balance rows disclosed in this filing.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 22, 2026 Filed May 27, 2026 20:13 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantRestricted Stock Units · Derivative 1,517.274 $0.00 $0.00
Disclosure

SEC source: 0001166854-26-000002 · form4-05272026_080534.xml · derivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,506

Underlying: Common Stock · 1,517.274 shares

Expires not disclosed

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.

Read SEC document
May 22, 2026 Filed May 27, 2026 20:13 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 875.35 $0.00 Strike: $85.68 $0.00
Disclosure

SEC source: 0001166854-26-000002 · form4-05272026_080534.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,581.562

Underlying: Common Stock · 875.35 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F3 · derivative.expiration_date: Units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4 · balance_after: Includes 60.604 phantom stock units accrued on April 30, 2026, 57.375 phantom stock units accrued on January 30, 2026, 49.323 phantom stock units accrued on October 31, 2025 and 53.221 phantom stock units accrued on July 31, 2025, in each case under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
May 29, 2025 Filed Jun 2, 2025 22:43 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantRestricted Stock Units · Derivative 1,404.798 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-010718 · form4.xml · derivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,988.726

Underlying: Common Stock · 1,404.798 shares

Expires not disclosed

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.

Read SEC document
May 29, 2025 Filed Jun 2, 2025 22:43 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 810.46 $0.00 Strike: $92.54 $0.00
Disclosure

SEC source: 0001062993-25-010718 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,485.689

Underlying: Common Stock · 810.46 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. (the "Company") Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: These units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F3 · derivative.expiration_date: These units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4 · balance_after: Includes 46.082 phantom stock units accrued on April 30, 2025 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
May 10, 2024 Filed May 14, 2024 21:00 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantRestricted Stock Units · Derivative 1,068.991 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-010218 · form4.xml · derivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,577.928

Underlying: Common Stock · 1,068.991 shares

Expires not disclosed

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.

Read SEC document
May 10, 2024 Filed May 14, 2024 21:00 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 616.726 $0.00 Strike: $121.61 $0.00
Disclosure

SEC source: 0001062993-24-010218 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,501.129

Underlying: Common Stock · 616.726 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. (the "Company") Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: These units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F3 · derivative.expiration_date: These units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4 · balance_after: Includes 35.416 phantom stock units accrued on January 31, 2024 and 37.432 phantom stock units accrued on April 30, 2024 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
December 31, 2023 Filed Jan 3, 2024 23:11 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 256.526 $0.00 Strike: $121.82 $0.00
Disclosure

SEC source: 0001062993-24-000257 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,811.555

Underlying: Common Stock · 256.526 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 41.951 phantom stock units accrued on October 31, 2023 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
September 30, 2023 Filed Oct 3, 2023 20:06 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 276.647 $0.00 Strike: $112.96 $0.00
Disclosure

SEC source: 0001062993-23-018798 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,513.078

Underlying: Common Stock · 276.647 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 31.177 phantom stock units accrued on July 31, 2023 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
August 25, 2023 Filed Aug 29, 2023 22:51 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 PurchaseCommon Stock 871 $114.84 $100,022.50
Disclosure

SEC source: 0001062993-23-017221 · form4.xml · nonDerivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,271

F2 · balance_after: Includes 4,250 shares of common stock purchased by the reporting person on February 6, 2019, which was reported on a Form 4 filed by the reporting person on February 6, 2019.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 20:25 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 213.296 $0.00 Strike: $146.51 $0.00
Disclosure

SEC source: 0001062993-23-014481 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,205.254

Underlying: Common Stock · 213.296 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

Read SEC document
May 12, 2023 Filed May 16, 2023 20:13 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantRestricted Stock Units · Derivative 950.779 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-011208 · form4.xml · derivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,508.937

Underlying: Common Stock · 950.779 shares

Expires not disclosed

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.

Read SEC document
May 12, 2023 Filed May 16, 2023 20:13 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 500 $0.00 Strike: $136.73 $0.00
Disclosure

SEC source: 0001062993-23-011208 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,991.958

Underlying: Common Stock · 500 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. (the "Company") Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: These units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F3 · derivative.expiration_date: These units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4 · balance_after: Includes 29.842 phantom stock units accrued on April 28, 2023 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 20:14 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 243.172 $0.00 Strike: $128.51 $0.00
Disclosure

SEC source: 0001062993-23-008490 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,462.116

Underlying: Common Stock · 243.172 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 32.201 phantom stock units accrued on January 31, 2023 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:12 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 246.122 $0.00 Strike: $126.97 $0.00
Disclosure

SEC source: 0001062993-23-000260 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,186.743

Underlying: Common Stock · 246.122 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 35.91 phantom stock units accrued on October 31, 2022 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
September 30, 2022 Filed Oct 4, 2022 20:25 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 293.62 $0.00 Strike: $106.43 $0.00
Disclosure

SEC source: 0001062993-22-020325 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,904.711

Underlying: Common Stock · 293.62 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 35.561 phantom stock units accrued on July 29, 2022 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
June 30, 2022 Filed Jul 5, 2022 21:36 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 297.477 $0.00 Strike: $105.05 $0.00
Disclosure

SEC source: 0001062993-22-015941 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,575.53

Underlying: Common Stock · 297.477 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

Read SEC document
May 13, 2022 Filed May 17, 2022 21:29 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantRestricted Stock Units · Derivative 1,129.158 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-012799 · form4.xml · derivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,558.158

Underlying: Common Stock · 1,129.158 shares

Expires not disclosed

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods. Also reflects the adjustments that occurred as of March 1, 2022 in connection with the spinoff of ZimVie Inc. In connection with the spinoff, each then outstanding Restricted Stock Unit was adjusted to preserve the intrinsic value of such award by multiplying it by an equity exchange ratio, rounded up to the nearest whole unit.

Read SEC document
May 13, 2022 Filed May 17, 2022 21:29 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 500 $0.00 Strike: $115.13 $0.00
Disclosure

SEC source: 0001062993-22-012799 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,278.053

Underlying: Common Stock · 500 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. (the "Company") Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: These units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F3 · derivative.expiration_date: These units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4 · balance_after: Includes 29.485 phantom stock units accrued on April 29, 2022 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
March 31, 2022 Filed Apr 4, 2022 20:18 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 242.568 $0.00 Strike: $128.83 $0.00
Disclosure

SEC source: 0001062993-22-009412 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,748.568

Underlying: Common Stock · 242.568 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. (the "Company") Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 30.101 phantom stock units accrued on January 31, 2022 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F5 · balance_after: Holdings reflect the adjustments that occurred as of March 1, 2022 in connection with the Company's spinoff of Zimvie Inc. In connection with the spinoff, each outstanding phantom stock unit was adjusted to preserve the intrinsic value of such award by multiplying it by an equity exchange ratio, rounded up to the nearest whole unit.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 22:22 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 244.083 $0.00 Strike: $128.03 $0.00
Disclosure

SEC source: 0001062993-22-000321 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,012.346

Underlying: Common Stock · 244.083 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 25.029 phantom stock units accrued on October 29, 2021 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
September 30, 2021 Filed Oct 4, 2021 21:07 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 210.622 $0.00 Strike: $148.37 $0.00
Disclosure

SEC source: 0001062993-21-009193 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,743.234

Underlying: Common Stock · 210.622 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 20.991 phantom stock units accrued on July 31, 2021 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 20:38 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 194.184 $0.00 Strike: $160.93 $0.00
Disclosure

SEC source: 0001062993-21-006278 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,511.621

Underlying: Common Stock · 194.184 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

Read SEC document
May 14, 2021 Filed May 18, 2021 23:03 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantRestricted Stock Units · Derivative 779.05 $0.00 $0.00
Disclosure

SEC source: 0001062993-21-004822 · form4.xml · derivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,878.537

Underlying: Common Stock · 779.05 shares

Expires not disclosed

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.

Read SEC document
May 14, 2021 Filed May 18, 2021 23:03 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 500 $0.00 Strike: $166.87 $0.00
Disclosure

SEC source: 0001062993-21-004822 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,317.437

Underlying: Common Stock · 500 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F3 · derivative.expiration_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4 · balance_after: Includes 18.421 phantom stock units accrued on April 30, 2021 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
March 31, 2021 Filed Apr 2, 2021 16:41 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 192.937 $0.00 Strike: $161.97 $0.00
Disclosure

SEC source: 0001062993-21-003332 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,799.016

Underlying: Common Stock · 192.937 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 20.810 phantom stock units accrued on January 29, 2021 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
December 31, 2020 Filed Jan 5, 2021 21:49 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 204.422 $0.00 Strike: $152.87 $0.00
Disclosure

SEC source: 0001062993-21-000106 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,585.269

Underlying: Common Stock · 204.422 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 24.204 phantom stock units accrued on October 30, 2020 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
December 21, 2020 Filed Dec 23, 2020 19:44 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 118 $0.00 $0.00
Disclosure

SEC source: 0001126328-20-000222 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,068

F1 · price: Grant of restricted stock units.

Read SEC document
September 30, 2020 Filed Oct 2, 2020 20:36 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 230.185 $0.00 Strike: $135.76 $0.00
Disclosure

SEC source: 0001062993-20-004773 · form4.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,356.643

Underlying: Common Stock · 230.185 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 22.742 phantom stock units accrued on July 31, 2020 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
June 30, 2020 Filed Jul 2, 2020 20:49 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 263.981 $0.00 Strike: $118.38 $0.00
Disclosure

SEC source: 0000911916-20-000157 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,103.716

Underlying: Common Stock · 263.981 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

Read SEC document
May 08, 2020 Filed May 12, 2020 20:30 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantRestricted Stock Units · Derivative 1,077.229 $0.00 $0.00
Disclosure

SEC source: 0000911916-20-000099 · edgar.xml · derivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,099.487

Underlying: Common Stock · 1,077.229 shares

Expires not disclosed

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.

Read SEC document
May 08, 2020 Filed May 12, 2020 20:30 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 500 $0.00 Strike: $120.68 $0.00
Disclosure

SEC source: 0000911916-20-000099 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,839.735

Underlying: Common Stock · 500 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F3 · derivative.expiration_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4 · balance_after: Includes 23.877 phantom stock units accrued on April 30, 2020 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
March 31, 2020 Filed Apr 2, 2020 21:14 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 315.593 $0.00 Strike: $99.02 $0.00
Disclosure

SEC source: 0000911916-20-000082 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,315.858

Underlying: Common Stock · 315.593 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 18.937 phantom stock units accrued on January 31, 2020 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
March 27, 2020 Filed Mar 31, 2020 19:17 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 883 $0.00 $0.00
Disclosure

SEC source: 0001126328-20-000097 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,950

F1 · price: Grant of restricted stock units.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:36 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 209.732 $0.00 Strike: $149.00 $0.00
Disclosure

SEC source: 0000911916-20-000004 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,981.328

Underlying: Common Stock · 209.732 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 20.483 phantom stock units accrued on October 31, 2019 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
December 27, 2019 Filed Dec 31, 2019 20:52 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 511 $0.00 $0.00
Disclosure

SEC source: 0001126328-19-000259 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,067

F1 · price: Grant of restricted stock units.

Read SEC document
September 30, 2019 Filed Oct 2, 2019 20:34 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 202.013 $0.00 Strike: $136.13 $0.00
Disclosure

SEC source: 0000911916-19-000169 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,751.113

Underlying: Common Stock · 202.013 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 20.065 phantom stock units accrued on July 31, 2019 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
September 27, 2019 Filed Oct 1, 2019 19:54 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 483 $0.00 $0.00
Disclosure

SEC source: 0001126328-19-000216 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,556

F1 · price: Grant of restricted stock units.

Read SEC document
June 30, 2019 Filed Jul 2, 2019 20:17 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 236.397 $0.00 Strike: $116.33 $0.00
Disclosure

SEC source: 0000911916-19-000147 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,529.035

Underlying: Common Stock · 236.397 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

Read SEC document
June 28, 2019 Filed Jul 2, 2019 20:49 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 466 $0.00 $0.00
Disclosure

SEC source: 0001126328-19-000178 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,073

F1 · price: Grant of restricted stock units.

F2 · balance_after: Corrects prior inadvertent administrative error.

Read SEC document
May 21, 2019 Filed May 23, 2019 19:09 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 2,982 $0.00 $0.00
Disclosure

SEC source: 0001126328-19-000156 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,588

F1 · price: Grant of restricted stock units.

Read SEC document
May 10, 2019 Filed May 14, 2019 21:22 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantRestricted Stock Units · Derivative 1,078.122 $0.00 $0.00
Disclosure

SEC source: 0000911916-19-000109 · edgar.xml · derivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,022.258

Underlying: Common Stock · 1,078.122 shares

Expires not disclosed

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F5 · derivative.exercise_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F5 · derivative.expiration_date: The Restricted Stock Units are immediately 100% vested and will be subject to mandatory deferral until the later of (1) the reporting person's termination of service as a Director or (2) the date that is three years after the grant date.

F6 · balance_after: Includes Restricted Stock Units granted in prior years that are subject to different mandatory deferral periods.

Read SEC document
May 10, 2019 Filed May 14, 2019 21:22 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 500 $0.00 Strike: $120.58 $0.00
Disclosure

SEC source: 0000911916-19-000109 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,292.638

Underlying: Common Stock · 500 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. ("Company") Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F3 · derivative.expiration_date: The units are to be settled in shares of Company common stock within sixty days after cessation of the reporting person's service as a Director.

F4 · balance_after: Includes 20.784 phantom stock units accrued on April 30, 2019 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
March 31, 2019 Filed Apr 2, 2019 23:00 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 216.144 $0.00 Strike: $127.23 $0.00
Disclosure

SEC source: 0000911916-19-000097 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,771.854

Underlying: Common Stock · 216.144 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in four 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.

F3 · derivative.expiration_date: Units are to be settled in cash in four 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.

F4 · balance_after: Includes 22.652 phantom stock units accrued on January 31, 2019 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
March 29, 2019 Filed Apr 2, 2019 21:04 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0001126328-19-000112 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,606

F1 · price: Grant of restricted stock units.

Read SEC document
February 06, 2019 Filed Feb 6, 2019 21:50 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 PurchaseCommon Stock 100 $117.42 $11,742.00
Disclosure

SEC source: 0000911916-19-000020 · edgar.xml · nonDerivative · entry 2

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,250

Read SEC document
February 06, 2019 Filed Feb 6, 2019 21:50 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 PurchaseCommon Stock 4,150 $117.41 $487,251.50
Disclosure

SEC source: 0000911916-19-000020 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,150

Read SEC document
December 31, 2018 Filed Jan 3, 2019 21:16 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 265.931 $0.00 Strike: $103.41 $0.00
Disclosure

SEC source: 0000911916-19-000002 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,533.058

Underlying: Common Stock · 265.931 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs.

F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs.

F4 · balance_after: Includes 20.986 phantom stock units accrued on October 31, 2018 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
December 28, 2018 Filed Jan 2, 2019 21:43 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 569 $0.00 $0.00
Disclosure

SEC source: 0001126328-19-000001 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,106

F1 · price: Grant of restricted stock units.

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September 30, 2018 Filed Oct 2, 2018 19:44 UTC ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 GrantPhantom Stock Units · Derivative 210.486 $0.00 Strike: $130.65 $0.00
Disclosure

SEC source: 0000911916-18-000176 · edgar.xml · derivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,246.141

Underlying: Common Stock · 210.486 shares

Expires not disclosed

F1 · security: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

F2 · derivative.exercise_price: The Conversion or Exercise Price of Derivative Security is 1-for-1.

F3 · derivative.exercise_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs.

F3 · derivative.expiration_date: Units are to be settled in cash in a lump sum within sixty days after the end of the calendar year in which the cessation of the reporting person's service as a Director occurs.

F4 · balance_after: Includes 18.635 phantom stock units accrued on July 31, 2018 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.

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September 28, 2018 Filed Oct 2, 2018 20:13 UTC PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 GrantCommon Stock 411 $0.00 $0.00
Disclosure

SEC source: 0001126328-18-000248 · edgar.xml · nonDerivative · entry 1

BERNARD BETSY J · CIK 0001166854 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,537

F1 · price: Grant of restricted stock units.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.