{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-287490","form_type":"8-K","ticker":"ZBH","cik":"0001136869","company_name":"ZIMMER BIOMET HOLDINGS, INC.","filed_at":"2023-12-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.324834+00:00","generated_at":"2026-06-07T19:10:44.274773+00:00","sec_items":["1.01","2.03","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Zimmer Biomet issues $500M of 5.350% Notes due 2028","bullets":["Issued $500M aggregate principal of 5.350% Notes due December 1, 2028; interest payable semi-annually.","Notes redeemable prior to Nov 1, 2028 at Treasury Rate plus 20 bps plus accrued interest.","Change of control triggers repurchase at 101% of principal plus accrued interest.","Underwriting agreement with Barclays, Goldman Sachs, Mizuho, Morgan Stanley as underwriters.","Notes issued under Ninth Supplemental Indenture with Computershare Trust as trustee."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-287490","json":"https://secwatch.observer/filing/0001193125-23-287490.json","markdown":"https://secwatch.observer/filing/0001193125-23-287490.md","text":"https://secwatch.observer/filing/0001193125-23-287490.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1136869/000119312523287490/0001193125-23-287490-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1136869/000119312523287490/d939721d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T19:10:44.274773+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"27e74b7f8f680ab9efeaa02e4167134fa23cda05","claim":"ZIMMER BIOMET HOLDINGS, INC. incurred senior notes of $500.0 million aggregate principal amount with Barclays Capital Inc., Goldman Sachs & Co. LLC, Mizuho Securities USA LLC and Morgan Stanley & Co. LLC at 5.350% per annum maturing December 1, 2028.","evidence_excerpt":"USA LLC and Morgan Stanley & Co. LLC, as representatives of the underwriters named therein (collectively, the “Underwriters”), in connection with the public offering of $500.0 million aggregate principal amount of the Company’s 5.350% Note due 2028 (the “Notes”). The issuance of the Notes was completed on December 1, 2023. The Underwriting Agreement contains","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1136869/000119312523287490/0001193125-23-287490-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"senior notes"},{"label":"Principal","value":"$500.0 million aggregate principal amount"},{"label":"Counterparty","value":"Barclays Capital Inc., Goldman Sachs & Co. LLC, Mizuho Securities USA LLC and Morgan Stanley & Co. LLC"},{"label":"Rate","value":"5.350% per annum"},{"label":"Maturity","value":"December 1, 2028"},{"label":"Event","value":"incurrence"}],"fact_type":"debt_financing"},{"claim_id":"ac8190c17629f5c5df5bfb835f33654f08283d18","claim":"ZIMMER BIOMET HOLDINGS, INC. entered into Underwriting Agreement with Barclays Capital Inc., Goldman Sachs & Co. LLC, Mizuho Securities USA LLC and Morgan Stanley & Co. LLC valued at $500.0 million aggregate principal amount (effective 2023-11-28).","evidence_excerpt":"On November 28, 2023, Zimmer Biomet Holdings, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Barclays Capital Inc., Goldman Sachs & Co. LLC, Mizuho Securities USA LLC and Morgan Stanley & Co. LLC, as representatives of the underwriters named therein (collectively, the “Underwriters”), in connection with the public offering of $500.0 million aggregate principal amount of the Company’s 5.350% Note due 2028 (the “Notes”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1136869/000119312523287490/0001193125-23-287490-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"underwriting"},{"label":"Counterparty","value":"Barclays Capital Inc., Goldman Sachs & Co. LLC, Mizuho Securities USA LLC and Morgan Stanley & Co. LLC"},{"label":"Value","value":"$500.0 million aggregate principal amount"},{"label":"Effective","value":"2023-11-28"}],"fact_type":"material_agreement"},{"claim_id":"d0b5b1407ee7016ac544a0154b3ac161d27c3b3e","claim":"ZIMMER BIOMET HOLDINGS, INC. entered into Ninth Supplemental Indenture with Computershare Trust Company, N.A. (effective 2023-12-01).","evidence_excerpt":"The Notes were issued pursuant to the Ninth Supplemental Indenture dated as of December 1, 2023 (the “Supplemental Indenture”), to the Company’s Indenture (the “Base Indenture”) dated as of November 17, 2009, between the Company and Computershare Trust Company, N.A., as successor to Wells Fargo Bank, National Association, as trustee.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1136869/000119312523287490/0001193125-23-287490-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"notes offering"},{"label":"Counterparty","value":"Computershare Trust Company, N.A."},{"label":"Effective","value":"2023-12-01"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}