Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIMMER BIOMET HOLDINGS, INC.ZBH · Entity 3278 | See remarks below. | September 04, 2026 | September 09, 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.
ZIMMER BIOMET HOLDINGS, INC.
Report date September 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,231 |
Reported balance
After 2026-09-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-04 · Sale · Disposed 3,000 · Balance 65,231 F1: Includes 471 shares acquired under the Employee Stock Purchase Plan and pursuant to dividend reinvestment through July 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 471 shares acquired under the Employee Stock Purchase Plan and pursuant to dividend reinvestment through July 31, 2026.
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 21, 2017 Filed Mar 23, 2017 21:03 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantEmployee Stock Option (right to buy) · Derivative | 23,255 | $0.00 Strike: $121.88 | $0.00 |
DisclosureSEC source: 0000911916-17-000131 · edgar.xml · derivative · entry 1 Phipps Chad F · CIK 0001346672 · Sr. VP/Gen Counsel/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,255 Underlying: Common Stock · 23,255 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 19:07 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionRestricted Stock Units · Derivative | 4,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-17-000112 · edgar.xml · derivative · entry 3 Phipps Chad F · CIK 0001346672 · Sr. VP/Gen Counsel/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,587 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Zimmer Biomet Holdings, Inc. common stock. F3 · derivative.exercise_date: The earned RSUs vested on March 17, 2017. F3 · derivative.expiration_date: The earned RSUs vested on March 17, 2017. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 19:07 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Tax withholdingCommon Stock | 1,925 | $120.47 | $231,904.75 |
DisclosureSEC source: 0000911916-17-000112 · edgar.xml · nonDerivative · entry 2 Phipps Chad F · CIK 0001346672 · Sr. VP/Gen Counsel/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,424 F1 · 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 19:07 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionCommon Stock | 4,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-17-000112 · edgar.xml · nonDerivative · entry 1 Phipps Chad F · CIK 0001346672 · Sr. VP/Gen Counsel/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,349 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 |
| February 09, 2017 Filed Feb 13, 2017 19:54 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | GrantRestricted Stock Units · Derivative | 4,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000911916-17-000060 · edgar.xml · derivative · entry 1 Phipps Chad F · CIK 0001346672 · Sr. VP/Gen Counsel/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,587 Underlying: Common Stock · 4,587 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 4,587 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 4,587 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 4,587 RSUs. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:22 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,500 | $0.00 Strike: $83.68 | $0.00 |
DisclosureSEC source: 0000911916-17-000044 · edgar.xml · derivative · entry 3 Phipps Chad F · CIK 0001346672 · Sr. VP/Gen Counsel/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,500 shares Expires 2017-02-05 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_date: Vested annually over four years in increments of 25% each year, commencing on February 6, 2008. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:22 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | SaleCommon Stock | 10,500 | $117.62 | $1,234,980.60 |
DisclosureSEC source: 0000911916-17-000044 · edgar.xml · nonDerivative · entry 2 Phipps Chad F · CIK 0001346672 · Sr. VP/Gen Counsel/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,762 F1 · shares: Securities acquired or sold pursuant to a written plan intended to comply with Rule 10b5-1(c)(i) adopted by Mr. Phipps on August 16, 2016. F3 · price: Represents the sale of 10,500 shares in multiple transactions, ranging in price from $117.32 to $117.90 per share, resulting in a weighted average sale price of $117.6172. 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 |
| February 02, 2017 Filed Feb 6, 2017 21:22 UTC | ZIMMER BIOMET HOLDINGS, INC. ZBH · Entity 3278 | Exercise / conversionCommon Stock | 10,500 | $83.68 | $878,640.00 |
DisclosureSEC source: 0000911916-17-000044 · edgar.xml · nonDerivative · entry 1 Phipps Chad F · CIK 0001346672 · Sr. VP/Gen Counsel/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,262 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 · shares: Securities acquired or sold pursuant to a written plan intended to comply with Rule 10b5-1(c)(i) adopted by Mr. Phipps on August 16, 2016. F2 · balance_after: Includes 169 shares acquired under the Zimmer Biomet Holdings, Inc. (the "Company") Employee Stock Purchase Plan between May 2, 2016 and January 30, 2017 and 249 shares purchased between April 29, 2016 and January 27, 2017 under the dividend reinvestment plan for the Company's common stock. 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.