Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIMMER BIOMET HOLDINGS, INC.ZBH · Entity 3278 | Group President | March 20, 2018 | March 22, 2018 |
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.
ZIMMER BIOMET HOLDINGS, INC.
Report date March 20, 2018 · Filed March 22, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $114.44 · Expires 2028-03-20 | Direct | 18,520 |
Reported balance
After 2018-03-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-20 · Grant · Acquired 18,520 · Balance 18,520 F1: Vests annually over four years in increments of 25% each year, commencing on March 20, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Vests annually over four years in increments of 25% each year, commencing on March 20, 2019.
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 |
|---|---|---|---|---|---|---|
| March 20, 2018 Filed Mar 22, 2018 20:12 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantEmployee Stock Option (right to buy) · Derivative | 18,520 | $0.00 Strike: $114.44 | $0.00 |
DisclosureSEC source: 0000911916-18-000070 · edgar.xml · derivative · entry 1 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,520 Underlying: Common Stock · 18,520 shares Expires 2028-03-20 F1 · derivative.exercise_date: Vests annually over four years in increments of 25% each year, commencing on March 20, 2019. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:37 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantEmployee Stock Option (right to buy) · Derivative | 19,605 | $0.00 Strike: $119.61 | $0.00 |
DisclosureSEC source: 0000911916-18-000044 · edgar.xml · derivative · entry 1 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,605 Underlying: Common Stock · 19,605 shares Expires 2028-02-20 Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 21:01 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantEmployee Stock Option (right to buy) · Derivative | 19,384 | $0.00 Strike: $121.88 | $0.00 |
DisclosureSEC source: 0000911916-17-000129 · edgar.xml · derivative · entry 1 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,384 Underlying: Common Stock · 19,384 shares Expires 2027-03-21 F1 · derivative.exercise_date: Vests annually over four years in increments of 25% each year, commencing on March 21, 2018. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 19:08 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionRestricted Stock Units · Derivative | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-17-000113 · edgar.xml · derivative · entry 3 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,497 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. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zimmer Biomet Holdings, Inc. common stock. F4 · derivative.exercise_date: The earned RSUs vested on March 17, 2017. F4 · derivative.expiration_date: The earned RSUs vested on March 17, 2017. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 19:08 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Tax withholdingCommon Stock | 480 | $120.47 | $57,825.60 |
DisclosureSEC source: 0000911916-17-000113 · edgar.xml · nonDerivative · entry 2 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,102 F2 · shares: Represents shares withheld by Zimmer Biomet Holdings, Inc. to satisfy tax withholding obligations on the vesting of restricted stock units. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 19:08 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionCommon Stock | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-17-000113 · edgar.xml · nonDerivative · entry 1 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,582 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 · balance_after: Includes 80 shares acquired under the Zimmer Biomet Holdings, Inc. (the "Company") Employee Stock Purchase Plan between December 30, 2016 and January 30, 2017, 5 shares purchased on January 27, 2017 under the dividend reinvestment plan for the Company's common stock, and 11 shares acquired between November 1, 2016 and January 30, 2017 through dividend reinvestment in Mr. Nolan's IRA. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 19:52 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-17-000058 · edgar.xml · derivative · entry 1 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,497 Underlying: Common Stock · 1,497 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zimmer Biomet Holdings, Inc. common stock. F2 · shares: On March 17, 2014, the reporting person was granted performance-based RSUs, with the number of RSUs earned to be determined based on the extent to which certain performance conditions were met for a performance period of 2014 - 2016. As determined on February 9, 2017, based on the Company's actual performance for 2014 - 2016, the reporting person earned 1,497 RSUs. F3 · derivative.exercise_date: Earned RSUs will vest on March 17, 2017. F3 · derivative.expiration_date: Earned RSUs will vest on March 17, 2017. F2 · derivative.underlying_shares: On March 17, 2014, the reporting person was granted performance-based RSUs, with the number of RSUs earned to be determined based on the extent to which certain performance conditions were met for a performance period of 2014 - 2016. As determined on February 9, 2017, based on the Company's actual performance for 2014 - 2016, the reporting person earned 1,497 RSUs. F2 · balance_after: On March 17, 2014, the reporting person was granted performance-based RSUs, with the number of RSUs earned to be determined based on the extent to which certain performance conditions were met for a performance period of 2014 - 2016. As determined on February 9, 2017, based on the Company's actual performance for 2014 - 2016, the reporting person earned 1,497 RSUs. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 15:05 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | SaleCommon Stock | 5,050 | $101.11 | $510,618.63 |
DisclosureSEC source: 0000911916-16-000697 · edgar.xml · nonDerivative · entry 2 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,989 F2 · shares: Securities sold pursuant to a written plan intended to comply with Rule 10b5-1(c)(i) adopted by Mr. Nolan on November 3, 2016. F3 · price: Represents the sale of 5,050 shares in multiple transactions, ranging in price from $101.01 to $101.24 per share, resulting in a weighted average sale price of $101.1126. The reporting person will provide, upon request by the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each price within the range. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 15:05 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionRestricted Stock Units · Derivative | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-16-000697 · edgar.xml · derivative · entry 3 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,050 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. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zimmer Biomet Holdings, Inc. common stock. F5 · derivative.exercise_date: The RSUs vested on December 1, 2016. F5 · derivative.expiration_date: The RSUs vested on December 1, 2016. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 15:05 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-16-000697 · edgar.xml · nonDerivative · entry 1 Nolan David A. Jr. · CIK 0001635757 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,039 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 · balance_after: Includes 1 share acquired under the Zimmer Biomet Holdings, Inc. (the "Company") Employee Stock Purchase Plan between August 1, 2016 and October 31, 2016, 5 shares purchased on October 28, 2016 under the dividend reinvestment plan for the Company's common stock, and 9 shares acquired between August 1, 2016 and October 31, 2016 through dividend reinvestment in Mr. Nolan's IRA. 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.