Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orchestra BioMed Holdings, Inc.OBIO · Entity 434 | Director | August 12, 2026 | August 14, 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.
Orchestra BioMed Holdings, Inc.
Report date August 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 29,153 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Tax withholding · Disposed 4,238 · Balance 29,153 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| August 12, 2026 Filed Aug 14, 2026 20:15 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | Tax withholdingCommon Stock, par value $0.0001 per share | 4,238 | $4.42 | $18,731.96 |
DisclosureSEC source: 0001104659-26-097174 · tm2623285-1_4seq1.xml · nonDerivative · entry 1 Cleary Chris · CIK 0002054585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,153 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. Read SEC document |
| June 24, 2026 Filed Jun 25, 2026 20:19 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | Tax withholdingCommon Stock, par value $0.0001 per share | 3,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-077777 · tm2618965-4_4seq1.xml · nonDerivative · entry 1 Cleary Chris · CIK 0002054585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,391 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. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 20:19 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantStock Option (Right to Buy) · Derivative | 42,553 | $0.00 Strike: $4.04 | $0.00 |
DisclosureSEC source: 0001104659-26-077777 · tm2618965-4_4seq1.xml · derivative · entry 2 Cleary Chris · CIK 0002054585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,553 Underlying: Common Stock · 42,553 shares Expires 2036-06-23 F2 · derivative.exercise_date: The stock options will vest on the one year anniversary of June 23rd, 2026 (the "Grant Date"), subject to the Reporting Person's continuous service through such date. Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 21:16 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | Tax withholdingCommon Stock, par value $0.0001 per share ("Common Stock") | 676 | $3.71 | $2,507.96 |
DisclosureSEC source: 0001104659-26-011533 · tm265397-2_4seq1.xml · nonDerivative · entry 1 Cleary Chris · CIK 0002054585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,901 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. Read SEC document |
| August 07, 2025 Filed Aug 8, 2025 23:12 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantCommon Stock, par value $0.0001 per share ("Common Stock") | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-075783 · tm2523004-4_4seq1.xml · nonDerivative · entry 1 Cleary Chris · CIK 0002054585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,577 F1 · shares: Represents an award of restricted stock units ("RSUs") awarded 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 will vest on the one year anniversary of the Grant Date, subject to the Reporting Person's continuous service through such date. Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 21:20 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantStock Option (Right to Buy) · Derivative | 36,797 | $0.00 Strike: $3.22 | $0.00 |
DisclosureSEC source: 0001104659-25-063103 · tm2519252-6_4seq1.xml · derivative · entry 2 Cleary Chris · CIK 0002054585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,797 Underlying: Common Stock · 36,797 shares Expires 2035-06-24 F2 · derivative.exercise_date: The stock options will vest in one installment on the earlier of (x) the one year anniversary of the Grant Date or (y) the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such dates. Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 21:20 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantCommon Stock, par value $0.0001 per share ("Common Stock") | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-063103 · tm2519252-6_4seq1.xml · nonDerivative · entry 1 Cleary Chris · CIK 0002054585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,577 F1 · shares: Represents an award of restricted stock units ("RSUs") awarded to the Reporting Person on June 24, 2025 (the "Grant Date"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest in one installment on the earlier of (x) the one year anniversary of the Grant Date or (y) the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continuous service through such dates. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:16 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantStock Option (Right to Buy) · Derivative | 30,742 | $0.00 Strike: $5.58 | $0.00 |
DisclosureSEC source: 0001104659-25-009678 · tm255523-2_4seq1.xml · derivative · entry 2 Cleary Chris · CIK 0002054585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,742 Underlying: Common Stock · 30,742 shares Expires 2035-02-03 F2 · derivative.exercise_date: The stock options shall vest as follows: (1) 9,223 stock options shall vest on June 24, 2025 and (2) the remaining 21,519 stock options shall vest in three equal, annual installments beginning on February 3, 2026, subject to the Reporting Person's continuous service through such date. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:16 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantCommon Stock, par value $0.0001 per share ("Common Stock") | 10,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-009678 · tm255523-2_4seq1.xml · nonDerivative · entry 1 Cleary Chris · CIK 0002054585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,155 F1 · shares: Represents an award of restricted stock units ("RSUs") awarded to the Reporting Person on February 3, 2025. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest as follows: (1) 2,987 RSUs vest on June 24, 2025 and (2) the remaining 7,168 RSUs vest in three equal, annual installments beginning on February 3, 2026, subject to the Reporting Person's continuous service through such dates. 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.