ZBHZimmer Biomet
Zimmer Biomet is a global medical technology leader with a comprehensive portfolio designed to maximize mobility and improve health. 10-K, Item 1
Deals between ZBH and its directors, executives, owners of more than 5% or their families: a relative on the payroll, a plane the company charters from its CEO, a director's company that buys from it. SEC rules (Item 404) make the company list every such deal over $120,000 in its proxy statement. Below: what the proxy filed 2026-04-01 reports that the one filed 2025-04-14 did not, quoted as filed.
New this year
Paragraphs about a deal, a person or a relative with nothing like them in the proxy filed 2025-04-14.
Nothing new: every deal in this year's section was reported last year too.
The whole section 7 paragraphs, proxy filed 2026-04-01
CERTAIN RELATIONSHIPS AND RELATED PERSON TRANSACTIONS“On an annual basis, each director and executive officer is obligated to complete a director and officer questionnaire which requires disclosure of any transactions with us in which the director or executive officer, or any member of his or her immediate family, has an interest. Under our Audit Committee’s charter, which is available on our website at www.zimmerbiomet.com, our Audit Committee must review and approve all related person transactions in which any executive officer, director, director nominee or more than 5% shareholder of the company, or any of their immediate family members, has a direct or indirect material interest. The Audit Committee may not approve a related person transaction unless (1) it is in or not inconsistent with our best interest and (2) where applicable, the terms of such transaction are at least as favorable to us as could be obtained from an unrelated third party.”
Read it in the proxy ↗
CERTAIN RELATIONSHIPS AND RELATED PERSON TRANSACTIONS“Under our Code of Business Conduct and Ethics, which is available on our website at www.zimmerbiomet.com, and related policies and procedures, actual or potential conflicts of interest involving any other employee must be disclosed to and resolved by our Human Resources Department, in consultation with our Compliance Office.”
Read it in the proxy ↗
Stock Trading Policy and prohibition on Pledging and Hedging“We have adopted a Stock Trading Policy that governs the purchase, sale and other disposition of the Company’s common stock by our directors, officers and employees and certain of their family members and related parties that is reasonably designed to promote compliance with insider trading laws, rules, and regulations, including applicable listing standards. The policy prohibits buying or selling the Company's common stock while aware of material non-public information about the Company and from disclosing (“tipping”) such information to others. It is also the Company’s policy to comply with all applicable insider trading laws when transacting in its own securities.”
Read it in the proxy ↗
Stock Trading Policy and prohibition on Pledging and Hedging“Our Stock Trading Policy prohibits all members of our Board, all executive officers, all employees at or above a director level and certain other designated employees (as well as such individuals’ family members, others living in their home and any entities that such individuals influence or control) from the following:”
Read it in the proxy ↗
Stock Trading Policy and prohibition on Pledging and Hedging“purchasing any financial instruments (including prepaid variable forward contracts, equity swaps, collars and exchange funds), or otherwise engaging in transactions, that hedge or offset, or are designed to hedge or offset, any decrease in the market value of Zimmer Biomet securities that such person holds, directly or indirectly, whether or not the Zimmer Biomet securities were acquired as part of his or her compensation;”
Read it in the proxy ↗
Stock Trading Policy and prohibition on Pledging and Hedging“engaging in short sales of Zimmer Biomet securities; and • holding Zimmer Biomet securities in a margin account or otherwise pledging Zimmer Biomet securities as collateral for a loan.”
Read it in the proxy ↗
Stock Trading Policy and prohibition on Pledging and Hedging“The prohibition on hedging included in our Stock Trading Policy does not preclude covered persons from engaging in general portfolio diversification or investing in broad-based index funds.”
Read it in the proxy ↗
Paragraphs are compared by their words, not read by AI: one counts as new when no paragraph last year shares half of its words, or when it names a person or company last year's section did not. A deal reported again with a new amount is not new. Always check the filing. Open the proxy ↗ · Last year's proxy ↗
Work on ZBH in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/ZBH/export.csv") into a cell.