Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INCPFG · Entity 3209 | Director | December 21, 2020 | December 23, 2020 |
| RTX CorpUTX · Entity 2823 | Director | January 03, 2005 | January 04, 2005 |
| ZIMMER BIOMET HOLDINGS, INC.ZBH · Entity 3278 | Director | May 22, 2026 | May 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,068 |
Reported balance
After 2020-12-21 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 2,537.8534 |
Reported balance
After 2005-01-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $85.68 | Direct | 21,581.562 |
Reported balance
After 2026-05-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 24,506 |
Reported balance
After 2026-05-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:13 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.