Aiello Joshua

SEC source: 0001104659-26-103205 · tm2624220-1_4seq1.xml · nonDerivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,441

F1 · kind: Represents the withholding of shares by the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock units ("RSUs"). No shares were sold in the market as a result of the vesting of these RSUs and the satisfaction of tax withholding obligations.

SEC source: 0001104659-26-036167 · tm269936-2_4seq1.xml · nonDerivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,644

F1 · kind: Represents the withholding of shares by the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock units ("RSUs"). No shares were sold in the market as a result of the vesting of these RSUs and the satisfaction of tax withholding obligations.

SEC source: 0001104659-26-015325 · tm266316-4_4seq1.xml · derivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,000

Underlying: Common Stock · 70,000 shares

Expires 2036-02-12

F1 · derivative.exercise_date: The stock options will vest as follows: (i) 25% of the stock options will vest on February 12, 2027 (the "Vesting Commencement Date") and (ii) the remaining 75% stock options will vest in equal installments every three months on the same day of the month as the Vesting Commencement Date, starting on May 12, 2027, subject to the Reporting Person's continuous service through such dates.

SEC source: 0001104659-26-000271 · tm261746-2_4seq1.xml · nonDerivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,885

F1 · kind: Represents the withholding of shares by the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock units. No shares were sold in the market as a result of the vesting of these restricted stock units and the satisfaction of tax withholding obligations.

SEC source: 0001104659-25-091745 · tm2526559-3_4seq1.xml · nonDerivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,126

F1 · kind: Represents the withholding of shares by the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock units. No shares were sold in the market as a result of the vesting of these restricted stock units and the satisfaction of tax withholding obligations.

SEC source: 0001104659-25-075779 · tm2523004-1_4seq1.xml · nonDerivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,329

F1 · kind: Represents an award of restricted stock units ("RSUs") to the Reporting Person on August 7, 2025 (the "Grant Date"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest over a three-year period as follows: (i) 33.33% of the shares will vest 24 months after the Grant Date, (ii) 33.33% of the shares will vest 30 months after the Grant Date, and (iii) 33.34% of the shares will vest 36 months after the Grant Date, subject to the Reporting Person's continuous service through such dates.

SEC source: 0001104659-25-061170 · tm2518577-1_4seq1.xml · nonDerivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,329

F1 · kind: Represents the withholding of shares by the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock units. No shares were sold in the market as a result of the vesting of these restricted stock units and the satisfaction of tax withholding obligations.

SEC source: 0001104659-25-032332 · tm2511637-4_4seq1.xml · derivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,000

Underlying: Common Stock · 48,000 shares

Expires 2035-04-03

F1 · derivative.exercise_date: The stock options will vest as follows: (i) 12,000 of the stock options will vest on April 4, 2026 (the "Vesting Commencement Date") and (ii) the remaining 36,000 stock options will vest in equal installments every three months on the same day of the month as the Vesting Commencement Date, starting on July 4, 2026, subject to the Reporting Person's continuous service through such dates.

SEC source: 0001104659-25-029494 · tm2510858-1_4seq1.xml · nonDerivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,722

F1 · kind: Represents the withholding of shares by the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock units. No shares were sold in the market as a result of the vesting of these restricted stock units and the satisfaction of tax withholding obligations.

SEC source: 0001104659-24-060004 · tm2414108-6_4seq1.xml · derivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,000

Underlying: Common Stock · 42,000 shares

Expires 2034-05-08

F1 · derivative.exercise_date: The stock options will vest as follows: (i) 10,500 of the stock options will vest on May 8, 2025 (the "Vesting Date") and (ii) the remaining 31,500 stock options will vest in equal installments every three months on the same day of the month as the Vesting Date, starting on August 8, 2025, subject to the Reporting Person's continuous service through such dates.

SEC source: 0001104659-23-083497 · tm2321855-4_4seq1.xml · derivative · entry 2

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,500

Underlying: Common Stock · 7,500 shares

Expires 2033-07-20

F2 · derivative.exercise_date: The stock options vest over a four-year period as follows: (i) 25% of the underlying shares will vest on the one-year anniversary of the grant date and (ii) 75% of the underlying shares will vest in equal installments on a quarterly basis on the last day of each quarter, starting on the last day of the first quarter after the first anniversary of the grant date, or September 30, 2024, subject to the Reporting Person's continuous service through such dates.

SEC source: 0001104659-23-083497 · tm2321855-4_4seq1.xml · nonDerivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

F1 · shares: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest over a three-year period as follows: (i) 34% of the shares will vest on the 18-month anniversary of the grant date, (ii) 33% the shares will vest on the two-year anniversary of the grant date, and (iii) 33% the shares will vest on the three-year anniversary of the grant date, subject to the Reporting Person's continuous service through such dates.

SEC source: 0001213900-23-006191 · ownership.xml · derivative · entry 5

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,228

Underlying: Common Stock · 18,228 shares

Expires 2032-08-25

F9 · price: Received in the Business Combination in exchange for an incentive stock option to acquire 39,200 shares of Legacy Orchestra Common Stock for $4.65 per share.

F8 · derivative.exercise_date: The incentive stock options vest over a three-year period as follows: (i) 33% of the underlying shares vested on the grant date and (ii) 67% of the underlying shares have vested and will vest in equal installments on a quarterly basis on the day of the month of each quarter that is the same day of the month as the grant date, starting with the corresponding date in the first quarter after the grant date, subject to the Reporting Person's continuous service through such dates. The grant date is August 18, 2022.

SEC source: 0001213900-23-006191 · ownership.xml · derivative · entry 4

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,650

Underlying: Common Stock · 4,650 shares

Expires 2032-04-11

F7 · price: Received in the Business Combination in exchange for an incentive stock option to acquire 10,000 shares of Legacy Orchestra Common Stock for $1.89 per share.

F6 · derivative.exercise_date: The incentive stock options vest over a three-year period as follows: (i) 33% of the underlying shares vested on the grant date and (ii) 67% of the underlying shares have vested and will vest in equal installments on a quarterly basis, on the day of the month of each quarter that is the same day of the month as the grant date, starting with the corresponding date in the first quarter after the grant date, subject to the Reporting Person's continuous service through such dates. The grant date is April 12, 2022.

SEC source: 0001213900-23-006191 · ownership.xml · derivative · entry 3

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,185

Underlying: Common Stock · 4,185 shares

Expires 2031-08-04

F5 · price: Received in the Business Combination in exchange for a nonstatutory stock option to acquire 9,000 shares of Legacy Orchestra Common Stock for $2.21 per share.

F4 · derivative.exercise_date: The NSOs have vested and will vest in equal installments over a three-year period on a monthly basis, on the day of the month of each month that is the same day of the month as the grant date, starting with the first month after the grant date, subject to the Reporting Person's continuous service through such dates. The grant date is August 5, 2021.

SEC source: 0001213900-23-006191 · ownership.xml · derivative · entry 2

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,975

Underlying: Common Stock · 6,975 shares

Expires 2030-10-13

F3 · price: Received in the Business Combination in exchange for a nonstatutory stock option to acquire 15,000 shares of Legacy Orchestra Common Stock for $3.56 per share.

F2 · derivative.exercise_date: The nonstatutory stock options ("NSOs") have vested and will vest in equal installments over a three-year period on a monthly basis, on the day of the month of each month that is the same day of the month as the grant date, starting with the first month after the grant date, subject to the Reporting Person's continuous service through such dates. The grant date is October 14, 2020.

SEC source: 0001213900-23-006191 · ownership.xml · derivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,975

Underlying: Common Stock · 6,975 shares

Expires 2029-08-06

F1 · price: These securities were received on the closing date of the merger (the "Business Combination") contemplated by the Agreement and Plan of Merger, dated as of July 4, 2022, as amended by Amendment No. 1 thereto dated as of July 21, 2022 and Amendment No. 2 thereto dated as of November 21, 2022 (as amended, the "Merger Agreement"), by and among Orchestra BioMed Holdings, Inc. (f/k/a Health Sciences Acquisitions Corporation 2) ("HSAC2"), HSAC Olympus Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of HSAC2, and Orchestra BioMed, Inc., a Delaware corporation ("Legacy Orchestra"), in exchange for a nonstatutory stock option to acquire 15,000 shares of common stock of Legacy Orchestra Legacy Orchestra ("Legacy Orchestra Common Stock") for $2.00 per share.

SEC source: 0001213900-23-041615 · ownership.xml · derivative · entry 1

Aiello Joshua · CIK 0001960418 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,228

Underlying: Common Stock · 18,228 shares

Expires 2032-08-17

F1 · security: On January 30, 2023, the Reporting Person filed a Form 4 which inadvertently misstated the expiration date of one class of nonstatutory stock options ("NSOs"). In accordance with Instruction 9(b) to Form 4, this amendment is filed solely to correct the incorrect expiration date in Table II, Column 6 to August 17, 2032; as provided in that instruction, the remainder of the information in the original filing is not restated in this amendment, and no other amendment is made to the original filing.

F3 · price: Received in the Business Combination in exchange for a nonstatutory stock option to acquire 39,200 shares of Legacy Orchestra Common Stock for $4.65 per share.

F2 · derivative.exercise_date: The NSOs vest over a three-year period as follows: (i) 33% of the underlying shares vested on the grant date and (ii) 67% of the underlying shares have vested and will vest in equal installments on a quarterly basis on the day of the month of each quarter that is the same day of the month as the grant date, starting with the corresponding date in the first quarter after the grant date, subject to the Reporting Person's continuous service through such dates. The grant date is August 18, 2022.