Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALIGN TECHNOLOGY INCALGN · Entity 3488 | SVP & Mng Dir Info Tech | February 20, 2020 | February 25, 2020 |
| INTUITIVE SURGICAL INCISRG · Entity 2878 | Director | April 30, 2026 | May 01, 2026 |
| ZIMMER BIOMET HOLDINGS, INC.ZBH · Entity 3278 | Director | September 30, 2026 | October 03, 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.
ALIGN TECHNOLOGY INC
Report date February 20, 2020 · Filed February 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,972 |
Reported balance
After 2020-02-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-20 · Exercise / conversion · Acquired 14,036 · Balance 20,972 F1: Includes 10 shares acquired under the ALGN ESPP on January 31, 2020. |
| Common StockSEC Table I · non-derivative | Direct | 13,409 |
Reported balance
After 2020-02-20 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-02-20 · Tax withholding · Disposed 7,563 · Balance 13,409 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-02-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-02-20 · Exercise / conversion · Disposed 1,902 · Balance 0 F2: Represents par value of ALGN common stock. F3: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,250 |
Reported balance
After 2020-02-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-02-20 · Exercise / conversion · Disposed 1,250 · Balance 1,250 F2: Represents par value of ALGN common stock. F4: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will annually and shares will be delivered to reporting person on each vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 800 |
Reported balance
After 2020-02-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-02-20 · Exercise / conversion · Disposed 400 · Balance 800 F2: Represents par value of ALGN common stock. F5: 1/4th of the restricted stock unit granted on February 20, 2018 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will annually and shares will be delivered to reporting person on each vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,451 |
Reported balance
After 2020-02-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-02-20 · Exercise / conversion · Disposed 484 · Balance 1,451 F2: Represents par value of ALGN common stock. F6: 1/4th of the restricted stock unit granted on February 20, 2019 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,811 |
Reported balance
After 2020-02-20 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-02-20 · Exercise / conversion · Acquired 1,811 · Balance 1,811 F2: Represents par value of ALGN common stock. F8: 1/4th of the restricted stock unit granted on February 20, 2020 will become vested on February 20, 2021 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. |
| Market Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,000 |
Reported balance
After 2020-02-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-02-20 · Exercise / conversion · Disposed 10,000 · Balance 10,000 F2: Represents par value of ALGN common stock. F7: The market stock unit granted on February 20, 2017 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. |
| Market Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 9,193 |
Reported balance
After 2020-02-20 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2020-02-20 · Exercise / conversion · Acquired 9,193 · Balance 9,193 F2: Represents par value of ALGN common stock. F9: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). |
| Common StockSEC Table I · non-derivative | IndirectHeld jointly with spouse | 1,400 |
Reported balance
Holding disclosure · report date 2020-02-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,400 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 10 shares acquired under the ALGN ESPP on January 31, 2020.
F2: Represents par value of ALGN common stock.
F3: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date.
F4: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will annually and shares will be delivered to reporting person on each vest date.
F5: 1/4th of the restricted stock unit granted on February 20, 2018 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will annually and shares will be delivered to reporting person on each vest date.
F6: 1/4th of the restricted stock unit granted on February 20, 2019 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date.
F7: The market stock unit granted on February 20, 2017 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date.
F8: 1/4th of the restricted stock unit granted on February 20, 2020 will become vested on February 20, 2021 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date.
F9: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement).
INTUITIVE SURGICAL INC
Report date April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,510 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Exercise / conversion · Acquired 531 · Balance 1,510 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-30 · Exercise / conversion · Disposed 531 · Balance 0 F1: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. |
| Restricted Stock Units - 4-30-2026SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 554 |
Reported balance
After 2026-04-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-30 · Grant · Acquired 554 · Balance 554 F1: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.
ZIMMER BIOMET HOLDINGS, INC.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $89.85 | Direct | 7,033.757 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 173.901 · Balance 7,033.757 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 17.252 phantom stock units accrued on July 31, 2026 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. |
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 17.252 phantom stock units accrued on July 31, 2026 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:11 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 173.901 | $0.00 Strike: $89.85 | $0.00 |
DisclosureSEC source: 0001689392-26-000012 · form4-10022026_081033.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,033.757 Underlying: Common Stock · 173.901 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 17.252 phantom stock units accrued on July 31, 2026 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:22 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 180.323 | $0.00 Strike: $86.65 | $0.00 |
DisclosureSEC source: 0001689392-26-000010 · form4-07022026_080701.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,842.604 Underlying: Common Stock · 180.323 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. Read SEC document |
| May 22, 2026 Filed May 27, 2026 20:10 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,517.274 | $0.00 | $0.00 |
DisclosureSEC source: 0001689392-26-000008 · form4-05272026_080551.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,875 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 20:10 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 875.35 | $0.00 Strike: $85.68 | $0.00 |
DisclosureSEC source: 0001689392-26-000008 · form4-05272026_080551.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,662.281 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 16.937 phantom stock units accrued on April 30, 2026 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| April 30, 2026 Filed May 1, 2026 00:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units - 4-30-2026 · Derivative | 554 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001689392-26-000006 · edgardoc.xml · derivative · entry 3 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 554 Underlying: Common Stock · 554 shares Expires not disclosed F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 30, 2026 Filed May 1, 2026 00:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001689392-26-000006 · edgardoc.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 531 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 30, 2026 Filed May 1, 2026 00:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 531 | $0.00 | $0.00 |
DisclosureSEC source: 0001689392-26-000006 · edgardoc.xml · nonDerivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,510 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:19 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 175.404 | $0.00 Strike: $89.08 | $0.00 |
DisclosureSEC source: 0001689392-26-000004 · form4-04022026_080441.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,769.994 Underlying: Common Stock · 175.404 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 15.067 phantom stock units accrued on January 30, 2026 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:05 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 172.977 | $0.00 Strike: $90.33 | $0.00 |
DisclosureSEC source: 0001689392-26-000002 · form4-01052026_090129.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,579.523 Underlying: Common Stock · 172.977 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 12.952 phantom stock units accrued on October 31, 2025 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 21:18 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 159.276 | $0.00 Strike: $98.10 | $0.00 |
DisclosureSEC source: 0001689392-25-000004 · form4-10022025_091043.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,393.594 Underlying: Common Stock · 159.276 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 Securities 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 13.119 phantom stock units accrued on July 31, 2025 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:28 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 171.496 | $0.00 Strike: $91.11 | $0.00 |
DisclosureSEC source: 0001062993-25-012455 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,221.199 Underlying: Common Stock · 171.496 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. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 22:47 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,404.798 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-010729 · form4.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,357.726 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 22:47 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 810.46 | $0.00 Strike: $92.54 | $0.00 |
DisclosureSEC source: 0001062993-25-010729 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,049.703 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 9.929 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 01, 2025 Filed May 2, 2025 00:59 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-25-000147 · edgardoc.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531 Underlying: Common Stock · 531 shares Expires not disclosed F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 25, 2025 Filed Apr 25, 2025 18:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 739 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-25-000117 · edgardoc.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 739 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 25, 2025 Filed Apr 25, 2025 18:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-25-000117 · edgardoc.xml · nonDerivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 979 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:07 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 138.876 | $0.00 Strike: $112.51 | $0.00 |
DisclosureSEC source: 0001062993-25-006819 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,229.314 Underlying: Common Stock · 138.876 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 8.579 phantom stock units accrued on January 31, 2025 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:11 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 147.782 | $0.00 Strike: $105.73 | $0.00 |
DisclosureSEC source: 0001062993-25-000146 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,081.859 Underlying: Common Stock · 147.782 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 8.711 phantom stock units accrued on October 31, 2024 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:25 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 144.998 | $0.00 Strike: $107.76 | $0.00 |
DisclosureSEC source: 0001062993-24-017262 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,925.366 Underlying: Common Stock · 144.998 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 7.803 phantom stock units accrued on July 31, 2024 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:46 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 144.035 | $0.00 Strike: $108.48 | $0.00 |
DisclosureSEC source: 0001062993-24-013321 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,772.565 Underlying: Common Stock · 144.035 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. Read SEC document |
| May 10, 2024 Filed May 14, 2024 21:08 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,068.991 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010231 · form4.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,952.928 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 21:08 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 616.726 | $0.00 Strike: $121.61 | $0.00 |
DisclosureSEC source: 0001062993-24-010231 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,628.53 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 5.737 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 |
| April 25, 2024 Filed Apr 27, 2024 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 739 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000163 · edgardoc.xml · derivative · entry 3 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739 Underlying: Common Stock · 739 shares Expires not disclosed F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 25, 2024 Filed Apr 27, 2024 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 240 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000163 · edgardoc.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 240 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 25, 2024 Filed Apr 27, 2024 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000163 · edgardoc.xml · nonDerivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 21:23 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 117.702 | $0.00 Strike: $132.75 | $0.00 |
DisclosureSEC source: 0001062993-24-007764 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,006.067 Underlying: Common Stock · 117.702 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 5.258 phantom stock units accrued on January 31, 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 23:12 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 128.263 | $0.00 Strike: $121.82 | $0.00 |
DisclosureSEC source: 0001062993-24-000259 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,883.107 Underlying: Common Stock · 128.263 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 6.005 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 |
| November 10, 2023 Filed Nov 13, 2023 22:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 240 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000207 · edgardoc.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240 Underlying: Common Stock · 240 shares Expires not disclosed F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 22:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 722 | $0.00 Strike: $277.49 | $0.00 |
DisclosureSEC source: 0001035267-23-000207 · edgardoc.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 722 Underlying: Common Stock · 722 shares Expires 2030-11-09 F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:04 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 138.324 | $0.00 Strike: $112.96 | $0.00 |
DisclosureSEC source: 0001062993-23-018792 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,748.839 Underlying: Common Stock · 138.324 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 4.331 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 30, 2023 Filed Sep 1, 2023 20:01 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | PurchaseCommon Stock | 1,000 | $120.37 | $120,370.00 |
DisclosureSEC source: 0001062993-23-017404 · form4.xml · nonDerivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:22 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 93.85 | $0.00 Strike: $146.51 | $0.00 |
DisclosureSEC source: 0001062993-23-014471 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,593.386 Underlying: Common Stock · 93.85 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. Read SEC document |
| June 30, 2023 Filed Jul 12, 2023 20:03 UTC Amendment | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 106.648 | $0.00 Strike: $146.51 | $0.00 |
DisclosureSEC source: 0001062993-23-014836 · form4a.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,606.184 Underlying: Common Stock · 106.648 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. Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:15 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 950.779 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011215 · form4.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,883.937 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 20:15 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 500 | $0.00 Strike: $136.73 | $0.00 |
DisclosureSEC source: 0001062993-23-011215 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,499.536 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 3.274 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 20:17 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 106.996 | $0.00 Strike: $128.51 | $0.00 |
DisclosureSEC source: 0001062993-23-008497 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,996.262 Underlying: Common Stock · 106.996 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 3.379 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 21:13 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 108.293 | $0.00 Strike: $126.97 | $0.00 |
DisclosureSEC source: 0001062993-23-000270 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,885.887 Underlying: Common Stock · 108.293 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 3.768 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 20:26 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 129.193 | $0.00 Strike: $106.43 | $0.00 |
DisclosureSEC source: 0001062993-22-020329 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773.826 Underlying: Common Stock · 129.193 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 3.300 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 21:33 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 130.89 | $0.00 Strike: $105.05 | $0.00 |
DisclosureSEC source: 0001062993-22-015934 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,641.333 Underlying: Common Stock · 130.89 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. Read SEC document |
| May 13, 2022 Filed May 17, 2022 21:32 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,129.158 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012805 · form4.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,933.158 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 21:32 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 500 | $0.00 Strike: $115.13 | $0.00 |
DisclosureSEC source: 0001062993-22-012805 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510.443 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 1.713 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 20:20 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 106.73 | $0.00 Strike: $128.83 | $0.00 |
DisclosureSEC source: 0001062993-22-009419 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,008.73 Underlying: Common Stock · 106.73 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 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 1.560 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 23:15 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 107.397 | $0.00 Strike: $128.03 | $0.00 |
DisclosureSEC source: 0001062993-22-000391 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872.56 Underlying: Common Stock · 107.397 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 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 1.297 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 21:20 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 92.674 | $0.00 Strike: $148.37 | $0.00 |
DisclosureSEC source: 0001062993-21-009209 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 763.866 Underlying: Common Stock · 92.674 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 0.858 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 20:41 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 85.441 | $0.00 Strike: $160.93 | $0.00 |
DisclosureSEC source: 0001062993-21-006284 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670.334 Underlying: Common Stock · 85.441 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. Read SEC document |
| May 14, 2021 Filed May 18, 2021 23:05 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 779.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-004828 · form4.xml · derivative · entry 2 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 779.05 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. F4 · 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. F4 · 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. Read SEC document |
| May 14, 2021 Filed May 18, 2021 23:05 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 500 | $0.00 Strike: $166.87 | $0.00 |
DisclosureSEC source: 0001062993-21-004828 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584.893 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. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 16:44 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantPhantom Stock Units · Derivative | 84.893 | $0.00 Strike: $161.97 | $0.00 |
DisclosureSEC source: 0001062993-21-003340 · form4.xml · derivative · entry 1 Kolli Sreelakshmi · CIK 0001689392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84.893 Underlying: Common Stock · 84.893 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. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:38 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 9,193 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012262 · doc4.xml · derivative · entry 10 Kolli Sreelakshmi · CIK 0001689392 · SVP & Mng Dir Info Tech 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,193 Underlying: Common Stock · 9,193 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F9 · derivative.exercise_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F9 · derivative.expiration_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:38 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 1,811 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012262 · doc4.xml · derivative · entry 9 Kolli Sreelakshmi · CIK 0001689392 · SVP & Mng Dir Info Tech 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,811 Underlying: Common Stock · 1,811 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F8 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2020 will become vested on February 20, 2021 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F8 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2020 will become vested on February 20, 2021 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. 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.