Filings Radar

SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.

ZIMMER BIOMET HOLDINGS, INC. (ZBH)

CIK 0001136869 5 material events

Insider activity (SEC Form 4)

Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.

Open-market · last 30 days: 0 buyers bought $0 1 seller sold $295K
Open-market · last 90 days: 0 buyers bought $0 1 seller sold $295K
InsiderRoleDateTransactionSharesValue
Phipps Chad F See remarks below. 2026-09-04 Open-market sell 3000 $295K
Thornal Kevin R Grp Pres-Global Business 2026-08-01 Option exercise 9957 $0
Thornal Kevin R Grp Pres-Global Business 2026-08-01 Tax withholding 4266 $395K
Yi Sang Group President, Asia Pacific 2026-05-29 Open-market sell 4200 $347K
Yi Sang Group President, Asia Pacific 2026-05-29 Open-market sell 800 $66K
Noor Jehanzeb See remarks below. 2026-04-01 Option exercise 6626 $0
Noor Jehanzeb See remarks below. 2026-04-01 Tax withholding 1677 $152K
Winkler Lori SVP and CHRO 2026-03-12 Open-market sell 2650 $251K
Phipps Chad F See remarks below. 2026-03-06 Option exercise 4692 $0
Phipps Chad F See remarks below. 2026-03-06 Tax withholding 1889 $175K
Phipps Chad F See remarks below. 2026-03-06 Option exercise 2094 $0
Phipps Chad F See remarks below. 2026-03-06 Tax withholding 843 $78K
Stellato Paul A VP, Controller, CAO 2026-03-06 Option exercise 1363 $0
Stellato Paul A VP, Controller, CAO 2026-03-06 Tax withholding 633 $59K
Stellato Paul A VP, Controller, CAO 2026-03-06 Option exercise 607 $0
Stellato Paul A VP, Controller, CAO 2026-03-06 Tax withholding 282 $26K
Tornos Ivan Chairman, President and CEO, Director 2026-03-06 Option exercise 24436 $0
Tornos Ivan Chairman, President and CEO, Director 2026-03-06 Tax withholding 13516 $1.3M
Tornos Ivan Chairman, President and CEO, Director 2026-03-06 Option exercise 4830 $0
Tornos Ivan Chairman, President and CEO, Director 2026-03-06 Tax withholding 2671 $247K
Most recent 20 reported transactions. Open-market buys (P) and sells (S) are the deliberate ones; grants and option exercises are compensation. Not investment advice.

Risk Radar (year-over-year Risk Factors)

← All Risk Radar

Fiscal period ending 2025-12-31 versus 2024-12-31view filing on EDGAR →

Risk has broadened and deepened across operations, leverage, and macro dimensions, with no meaningful offsets. The most acute near-term pressure is a simultaneous sales force transformation and portfolio rationalization — both carrying concrete execution risks — layered on top of a 21% debt increase and tariffs that have already moved from hypothetical to realized COGS and revenue harm. While no single change rises to existential distress, the convergence of operational disruption, higher leverage, and worsening geopolitical and tax exposure represents a substantive deterioration in the overall risk profile.

5 company-specific · 3 common-mode

Company-specific changes

New Materialized

New disclosure of multi-year U.S. sales force transformation from independent distributors to employees, with explicit risks of operational disruption, key personnel loss, sales coverage gaps, and revenue impact across multiple markets.

We are transforming aspects of our sales and distribution network and go-to-market model in the U.S. and certain other markets, and these efforts may not be successful and they involve risks and…

Materialized 2026-09-08 · Exec departure view 8-K →

The risk factor explicitly warns that the U.S. sales force transformation may lead to disruptions for sales personnel and key personnel loss; the departure of the Group President of Global Businesses and the Americas due to a position restructuring directly realizes the risk of key personnel loss tied to the ongoing sales and go-to-market transformation.

his position is being restructured. Mr. Thornal will be departing from the Company, effective on September 30, 2026.

New

New disclosure of active portfolio rationalization with concrete execution risks: customer loss, supply chain disruption, inventory obsolescence, asset impairments, and management distraction.

Our product portfolio rationalization activities may not be successful or we may not fully realize the expected cost savings and/or operating efficiencies from our portfolio rationalization…

Revised

Prior year described ERP disruption as past event with potential future risk. This year explicitly adds "loss of customers and sales" as realized consequence, escalating from hypothetical to documented harm.

Challenges integrating, transitioning and implementing a new enterprise resource planning ("ERP") system have adversely affected our business and operations, and may in the future have further…

New

New disclosure of material operational and supply-chain risks from natural disasters and climate-related regulations, with documented past business interruptions and forward-looking cost impacts.

Natural disasters, or legal, regulatory or market measures to address natural disasters, could materially adversely affect our business and financial results. Natural disasters present risks to our…

Revised

Total indebtedness increased 21% from $6.2B to $7.5B year-over-year, materially worsening leverage and debt burden despite lower near-term principal obligations.

Financial, Credit and Liquidity Risks We incurred substantial additional indebtedness in connection with previous mergers and acquisitions, may incur additional substantial indebtedness in connection…

Also disclosed — common-mode (Tariffs trade policy, Global tax reform pillar two, Geopolitical macro uncertainty)
Tariffs trade policy Revised

Escalated from hypothetical risk to realized impact: tariffs "have adversely affected" (past tense), with specific mention of actual adverse consequences on COGS and revenue.

Tariffs, trade restrictions and other trade measures have adversely affected, and could continue to adversely affect, our business and financial results. We operate in multiple countries and maintain…

Global tax reform pillar two Revised

New OECD administrative guidance (Jan 2026) introduces uncertainty and modifies Pillar 2 framework, escalating tax risk beyond prior year's stated expectations.

Changes in tax laws in countries in which we do business are expected to negatively impact our effective tax rate; further changes in tax laws may have a further negative impact. Changes in the tax…

Geopolitical macro uncertainty Revised

Added explicit mention of unpredictable demand in developing markets and expanded geopolitical tensions (Russia, Venezuela). Escalated conflict language from "possible expansion" to "conflicts in the Middle East."

Global Operational Risks We conduct a significant amount of our sales and manufacturing activities outside of the U.S., which subjects us to additional business risks and may cause our profitability…

Material year-over-year changes to this company's Risk Factors (Item 1A), found by comparing each annual report to the prior year, judged for materiality, and classified as company-specific or common-mode against the cross-company catalog. Common-mode changes are the macro themes many companies disclose in common; they are collapsed above. A filing marked unchanged had no material change from the prior year; its summary describes the company's standing risks, which remain in force. Fiscal periods are the reporting period ends. Not investment advice.

Exec departure

8-K filed 2026-09-08 confidence 92% Item 5.02

Kevin Thornal, Group President of Global Businesses and the Americas, is departing the company effective September 30, 2026, following a position restructuring. Thornal will receive severance benefits under the Executive Severance Plan.

View raw filing on EDGAR →

Exec appointment

8-K filed 2026-09-08 confidence 85% Item 7.01

Three executives were promoted effective October 1, 2026: Gary Campbell to President, Americas; Brian Hatcher to President, Recon, S.E.T., CMFT, Neuro and Biosurgery; and Bradley Kessler to President, Americas – Robotics, Technology and Data. All three will report directly to the CEO as part of a leadership restructuring designed to streamline operations.

View raw filing on EDGAR →

Earnings release

8-K filed 2026-08-05 confidence 98% Item 2.02

Zimmer Biomet issued a press release on August 5, 2026, reporting second quarter 2026 financial results, including net sales of $2.177 billion (4.8% growth), diluted EPS of $1.03, and adjusted diluted EPS of $2.07. The company also updated full-year 2026 financial guidance, raising revenue and adjusted EPS projections. This is a standard quarterly earnings disclosure under Item 2.02, with the press release attached as Exhibit 99.1.

View raw filing on EDGAR →

Debt Issuance

8-K filed 2026-06-29 confidence 92% Item 1.01

Zimmer Biomet entered into two new revolving credit facilities totaling $2.75 billion ($1.5 billion five-year and $1.25 billion 364-day) on June 26, 2026, and terminated two prior 2025 credit agreements. This refinancing materially affects the company's capital structure and liquidity position.

View raw filing on EDGAR →

Shareholder vote

8-K filed 2026-05-27 confidence 98% Item 5.07

This is a clear disclosure of shareholder vote results from Zimmer Biomet's annual meeting held May 22, 2026, covering four proposals: director elections, auditor ratification, advisory compensation approval, and a shareholder proposal on board chair independence. The detailed vote tabulation for each proposal is the core content of Item 5.07, which is the standard Item for reporting shareholder meeting outcomes. The results are material to investors as they reflect shareholder governance decisions and approval of executive compensation.

View raw filing on EDGAR →