Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Envista Holdings CorpNVST · Entity 4007 | VP & Chief Acct. Officer | February 25, 2022 | March 01, 2022 |
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.
Envista Holdings Corp
Report date February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,701 |
Reported balance
After 2022-02-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-02-25 · Tax withholding · Disposed 1,083 · Balance 21,701 F1: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). F2: Includes the net balance of RSUs resulting from the vesting of and related tax withholding transaction noted herein. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. |
| Common StockSEC Table I · non-derivative | Direct | 25,311 |
Reported balance
After 2022-02-25 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-02-25 · Grant · Acquired 3,610 · Balance 25,311 F3: Consists of RSUs that will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.52 · Expires 2032-02-25 | Direct | 10,060 |
Reported balance
After 2022-02-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-02-25 · Grant · Acquired 10,060 · Balance 10,060 F4: This Option will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU").
F2: Includes the net balance of RSUs resulting from the vesting of and related tax withholding transaction noted herein. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock.
F3: Consists of RSUs that will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date.
F4: This Option will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date.
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 |
|---|---|---|---|---|---|---|
| February 25, 2022 Filed Mar 1, 2022 21:45 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,060 | $0.00 Strike: $48.52 | $0.00 |
DisclosureSEC source: 0001757073-22-000035 · wf-form4_164617108436688.xml · derivative · entry 3 Moore Kari Lyn · CIK 0001788641 · VP & Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,060 Underlying: Common Stock · 10,060 shares Expires 2032-02-25 F4 · derivative.exercise_date: This Option will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:45 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 3,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001757073-22-000035 · wf-form4_164617108436688.xml · nonDerivative · entry 2 Moore Kari Lyn · CIK 0001788641 · VP & Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,311 F3 · shares: Consists of RSUs that will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:45 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 1,083 | $48.52 | $52,547.16 |
DisclosureSEC source: 0001757073-22-000035 · wf-form4_164617108436688.xml · nonDerivative · entry 1 Moore Kari Lyn · CIK 0001788641 · VP & Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,701 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). F2 · balance_after: Includes the net balance of RSUs resulting from the vesting of and related tax withholding transaction noted herein. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| November 25, 2021 Filed Nov 29, 2021 22:27 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 1,814 | $41.58 | $75,426.12 |
DisclosureSEC source: 0001757073-21-000159 · wf-form4_163822481183188.xml · nonDerivative · entry 1 Moore Kari Lyn · CIK 0001788641 · VP & Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,784 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:27 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 17,310 | $0.00 Strike: $37.94 | $0.00 |
DisclosureSEC source: 0001757073-21-000034 · wf-form4_161437477805465.xml · derivative · entry 3 Moore Kari Lyn · CIK 0001788641 · VP & Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,310 Underlying: Common Stock · 17,310 shares Expires 2031-02-25 F4 · derivative.exercise_date: This Option will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:27 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 4,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001757073-21-000034 · wf-form4_161437477805465.xml · nonDerivative · entry 2 Moore Kari Lyn · CIK 0001788641 · VP & Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,598 F3 · shares: Consists of RSUs that will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:27 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 543 | $37.94 | $20,601.42 |
DisclosureSEC source: 0001757073-21-000034 · wf-form4_161437477805465.xml · nonDerivative · entry 1 Moore Kari Lyn · CIK 0001788641 · VP & Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,983 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). F2 · balance_after: Includes the net balance of RSUs resulting from the vesting of and related tax withholding transaction noted herein. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| February 12, 2021 Filed Feb 18, 2021 01:02 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEnvista deferred contribution programs - Envista Stock Fund · Derivative | 693 | $35.54 Strike: $0.00 | $24,629.22 |
DisclosureSEC source: 0001757073-21-000015 · wf-form4_161361013829830.xml · derivative · entry 1 Moore Kari Lyn · CIK 0001788641 · VP & Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693 Underlying: Common Stock · 693 shares Expires not disclosed F1 · derivative.exercise_price: The notional shares convert on a one-for-one basis. F2 · derivative.exercise_date: Company contributions to the Excess Contribution Program ("ECP") consist of matching contributions (based on amounts the reporting person voluntary defers into the Envista Deferred Compensation Plan) and/or non-elective contributions. A participant vests in the matching contribution in the ECP made each year on the first anniversary after it is credited to the participant's account. A participant vests in the non-elective contribution in the ECP made each year on the later of the first anniversary after it is credited to the participant's account, or the date the participant has completed three years of service with Envista. F2 · derivative.expiration_date: Company contributions to the Excess Contribution Program ("ECP") consist of matching contributions (based on amounts the reporting person voluntary defers into the Envista Deferred Compensation Plan) and/or non-elective contributions. A participant vests in the matching contribution in the ECP made each year on the first anniversary after it is credited to the participant's account. A participant vests in the non-elective contribution in the ECP made each year on the later of the first anniversary after it is credited to the participant's account, or the date the participant has completed three years of service with Envista. F3 · derivative.underlying_shares: Represents the Company's annual contribution to the Envista stock fund (the "ECP Stock Fund") in the reporting person's ECP account. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Envista common stock, calculated by dividing the contribution amount by the closing price of Envista common stock as reported on the NYSE as of the first day of the year in which the contribution is made. The price shown in Table II, Column 8 is the closing price per share of Envista common stock as reported on the NYSE on the date the contribution was actually made (or the closing price for the immediately preceding business day, if such date is not a business day). F3 · balance_after: Represents the Company's annual contribution to the Envista stock fund (the "ECP Stock Fund") in the reporting person's ECP account. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Envista common stock, calculated by dividing the contribution amount by the closing price of Envista common stock as reported on the NYSE as of the first day of the year in which the contribution is made. The price shown in Table II, Column 8 is the closing price per share of Envista common stock as reported on the NYSE on the date the contribution was actually made (or the closing price for the immediately preceding business day, if such date is not a business day). F4 · balance_after: Consists of unfunded, notional shares of Envista common stock in the Envista stock fund of the reporting person's ECP account. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 21:53 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 1,814 | $29.12 | $52,823.68 |
DisclosureSEC source: 0001757073-20-000043 · wf-form4_160677317916655.xml · nonDerivative · entry 1 Moore Kari Lyn · CIK 0001788641 · VP & Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,526 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). F2 · balance_after: Includes the net balance of RSUs resulting from the vesting of and related tax withholding transaction noted herein. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 01:40 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 24,380 | $0.00 Strike: $26.50 | $0.00 |
DisclosureSEC source: 0001415889-20-000532 · form4-02262020_050257.xml · derivative · entry 2 Moore Kari Lyn · CIK 0001788641 · VICE PRESIDENT, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,380 Underlying: Common Stock · 24,380 shares Expires 2030-02-25 F2 · derivative.exercise_date: This Option will vest ratably on each anniversary of the date of grant over five years, subject to continued service through each such date. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 01:40 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 6,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000532 · form4-02262020_050257.xml · nonDerivative · entry 1 Moore Kari Lyn · CIK 0001788641 · VICE PRESIDENT, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,605 F1 · shares: Consists of RSUs that will vest ratably on each anniversary of the date of grant over five years, subject to continued service through each such date. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 21:15 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantRestricted Stock Unit · Derivative | 15,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-001416 · form4-11272019_011142.xml · derivative · entry 1 Moore Kari Lyn · CIK 0001788641 · VICE PRESIDENT, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,735 Underlying: Common Stock · 15,735 shares Expires 2029-11-25 F1 · derivative.exercise_price: Restricted stock units are payable in shares of common stock on a one-to-one basis. F2 · derivative.exercise_date: One-third of each of the restricted stock units granted vest on each of the first, second, and third anniversary of the grant date. 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.