STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
47
13F, latest reported quarter
What the filings say about OBIO
Insiders, 180 days
-$136.3K net sold
4 buyers · 1 seller · 40% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$230.6K
3 notices
Orchestra BioMed insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Orchestra BioMed Holdings, Inc. insiders sold a net $136.3K of stock across 47 Form 4 purchases and sales, with 4 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.
11 earlier Form 4 trades (code P or S) here by this insider (2 buys, 9 sales), the last on Sep 1, 2026.
The trade is 1.3% of the 1,119,402 shares held after it.
No other insider sold within 30 days.
47 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Sherman Darren sold about $95.4K of OBIO under a 10b5-1 plan on Oct 1, 2026, the largest insider sale at the company on our record; 47 funds added in the latest 13F quarter.
17 earlier Form 4 trades (code P or S) here by this insider (17 buys), the last on Jun 1, 2026.
+2.0% median (+12.3% mean) 90-day return after 14 previous buys.
The trade is 0.9% of the 1,070,746 shares held after it.
1 other insider bought within 30 days.
47 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Hochman David P bought about $47.9K of OBIO on Sep 3, 2026; 1 other insider bought within 30 days and 47 funds added in the latest 13F quarter.
10 earlier Form 4 trades (code P or S) here by this insider (2 buys, 8 sales), the last on Aug 26, 2026.
The trade is 1.3% of the 1,134,402 shares held after it.
No other insider sold within 30 days.
47 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Sherman Darren sold about $74.1K of OBIO under a 10b5-1 plan on Sep 1, 2026, the largest insider sale at the company on our record; 47 funds added in the latest 13F quarter.
9 earlier Form 4 trades (code P or S) here by this insider (1 buy, 8 sales), the last on Aug 3, 2026.
The trade is 100.0% of the 2,000 shares held after it.
1 other insider bought within 30 days.
47 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Sherman Darren bought about $10.7K of OBIO on Aug 26, 2026; 1 other insider bought within 30 days and 47 funds added in the latest 13F quarter.
Nobody has filed for crossing 5%. That is a fact, not missing data.
OBIO planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Sherman Darren
Filed 2026-10-01
$94.0K
Sherman Darren
Filed 2026-09-01
$75.3K
Sherman Darren
Filed 2026-08-03
$61.3K
Sherman Darren
Filed 2026-07-01
$64.8K
OBIO mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Simplify Propel Opportunities ETF
$946.7K position · as of 2026-06-30
1.2%
Ultra-Small Company Market Fund
$317.2K position · as of 2026-06-30
0.2%
Clearwater Select Equity Fund
$372.9K position · as of 2026-06-30
0.1%
iShares Micro-Cap ETF
$577.2K position · as of 2026-06-30
0.0%
GuideMark Small/Mid Cap Core Fund
$21.4K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$39.0K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
4 insiders reported buying shares.
The record shows a net $136.3K sold by insiders over 180 days, 47 funds added last quarter, $230.6K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
TTM operating cash flow over long-term debt only, 2026-03-31
Cash flow to debt OBIO
FY Dec 2025
-3.26x
FY Dec 2024
-3.37x
FY Dec 2023
-4.61x
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
-3.89x
Mar 2026
-3.63x
Dec 2025
-3.26x
Sep 2025
-4.02x
Jun 2025
-3.96x
Mar 2025
-3.60x
Dec 2024
-3.37x
Sep 2024
-4.80x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-601.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity OBIO
FY Dec 2025
-121.8%
FY Dec 2024
-120.8%
FY Dec 2023
-81.5%
FY Dec 2022
-205.2%
FY Dec 2021
n/a
Jun 2026
-601.8%
Mar 2026
-188.2%
Dec 2025
-121.8%
Sep 2025
-167.0%
Jun 2025
-313.8%
Mar 2025
-179.1%
Dec 2024
-120.8%
Sep 2024
-91.7%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-74.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets OBIO
FY Dec 2025
-55.2%
FY Dec 2024
-71.2%
FY Dec 2023
-51.5%
FY Dec 2022
-26.1%
FY Dec 2021
-0.2%
Jun 2026
-74.5%
Mar 2026
-68.4%
Dec 2025
-55.2%
Sep 2025
-83.4%
Jun 2025
-121.0%
Mar 2025
-93.6%
Dec 2024
-71.2%
Sep 2024
-60.2%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on invested capital OBIO
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-90.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed OBIO
FY Dec 2025
-65.5%
FY Dec 2024
-89.3%
FY Dec 2023
-64.0%
FY Dec 2022
-27.4%
FY Dec 2021
-0.2%
Jun 2026
-90.6%
Mar 2026
-84.2%
Dec 2025
-65.5%
Sep 2025
-105.0%
Jun 2025
-170.4%
Mar 2025
-118.9%
Dec 2024
-89.3%
Sep 2024
-78.1%
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing OBIO
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$328.1M
market value at close 2026-10-26 on 2026-08-06 shares, plus long-term debt only, 2026-03-31, minus cash 2026-06-30
Enterprise value OBIO
FY Dec 2025
$214.6M
FY Dec 2024
$144.8M
FY Dec 2023
$305.8M
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
$252.9M
Mar 2026
$235.3M
Dec 2025
$214.6M
Sep 2025
$106.8M
Jun 2025
$98.9M
Mar 2025
$160.6M
Dec 2024
$144.8M
Sep 2024
$178.8M
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-17.7%
TTM free cash flow over market value at close 2026-10-26
FCF yield OBIO
FY Dec 2025
-21.1%
FY Dec 2024
-33.4%
FY Dec 2023
-14.2%
FY Dec 2022
-26.7%
FY Dec 2021
n/a
Jun 2026
-22.9%
Mar 2026
-22.1%
Dec 2025
-21.1%
Sep 2025
-45.4%
Jun 2025
-58.1%
Mar 2025
-33.2%
Dec 2024
-33.4%
Sep 2024
-24.8%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing OBIO
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
OBIO ranks highest on growth (98th percentile) and insider conviction (80th), and lowest on profitability (17th), among Medical Devices peers.
Profitability
17
Inputs
Return on equity-601.8% · 5 pct, sector of 183
Return on assets-74.5% · 24 pct, sector of 214
Return on invested capitaltax provision or pre-tax income not filed for the four quarters
Return on capital employed-90.6% · 21 pct, sector of 188
Financial health
22
Inputs
Debt to equity0.78x · 25 pct, sector of 159
Cash flow to debt-3.89x · 19 pct, sector of 150
Growth
98
Inputs
Revenue growth, YoY+1169% · 100 pct, sector of 219
Backlog growth, YoY+150.0% · 97 pct, sector of 37
Insider conviction
80
Inputs
Net Form 4 buying (codes P and S), 180d$33K · 68 pct, sector of 140
Insider buyers, 180d4 · 91 pct, sector of 142
Institutional and government
41
Inputs
Funds adding, latest quarter47 · 41 pct, sector of 191
Congress net buyers, 365dno Congress trades in 365 days
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
55
Inputs
Short interest, % of float+7.8% · 32 pct, sector of 241
Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
New text in Risk Factors, latest 10-K+5.8% · 78 pct, sector of 198
1 not measured: US patents
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
OBIO filings, in plain words
Are Orchestra BioMed insiders buying or selling OBIO?
In the 180 days to 2026-10-28, Orchestra BioMed insiders were net sellers, a net $136.3K: $216.6K of purchases and $352.9K of sales reported on Form 4, by 4 buyers and 1 seller.
Are there planned insider sales of OBIO?
Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $230.6K of stock; the latest, by Sherman Darren, was filed 2026-10-01.
Read the full summary
In the 180 days to 2026-10-28, Orchestra BioMed insiders were net sellers of OBIO, a net $136.3K across purchases and sales reported on Form 4 by 4 buyers and 1 seller. 2 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. 40% of the 5 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $230.6K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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