Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Covista Inc.CVSA · Entity 3964 | Chief Financial Officer | August 23, 2026 | August 25, 2026 |
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.
Covista Inc.
Report date August 23, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,571 |
Ending reported balance
After 2026-08-23 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-08-23 · Tax withholding · Disposed 1,279 · Balance 47,027 F1: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Row 2 · 2026-08-23 · Grant · Acquired 7,056 · Balance 54,083 F2: Common stock issued in payout of performance share units awarded on November 8, 2023. Row 3 · 2026-08-23 · Tax withholding · Disposed 3,126 · Balance 50,957 F3: Represents the satisfaction of tax withholding obligations upon the vesting of the performance shares awarded. Row 4 · 2026-08-23 · Grant · Acquired 10,080 · Balance 61,037 F2: Common stock issued in payout of performance share units awarded on November 8, 2023. Row 5 · 2026-08-23 · Tax withholding · Disposed 4,466 · Balance 56,571 F3: Represents the satisfaction of tax withholding obligations upon the vesting of the performance shares awarded. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units.
F2: Common stock issued in payout of performance share units awarded on November 8, 2023.
F3: Represents the satisfaction of tax withholding obligations upon the vesting of the performance shares awarded.
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 |
|---|---|---|---|---|---|---|
| May 12, 2021 Filed May 14, 2021 20:11 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 5,440 | $36.79 | $200,137.60 |
DisclosureSEC source: 0001127602-21-016818 · form4.xml · nonDerivative · entry 1 Phelan Robert J. · CIK 0001802419 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,880 F1 · shares: Consists of restricted stock units which convert into a share of common stock on a one-for-one basis. The equity grant will vest 100 percent on the three-year anniversary of the grant date of May 12, 2021. Read SEC document |
| February 12, 2021 Filed Aug 16, 2021 23:49 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 989 | $40.66 | $40,212.74 |
DisclosureSEC source: 0001127602-21-023809 · form5.xml · nonDerivative · entry 1 Phelan Robert J. · CIK 0001802419 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,891 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| August 26, 2020 Filed Aug 28, 2020 20:45 UTC | Covista Inc. ATGE · Entity 3964 | GrantEmployee Stock Option (Right to Buy) · Derivative | 3,900 | $0.00 Strike: $32.03 | $0.00 |
DisclosureSEC source: 0001127602-20-024379 · form4.xml · derivative · entry 2 Phelan Robert J. · CIK 0001802419 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,900 Underlying: Common Stock · 3,900 shares Expires 2030-08-26 F2 · derivative.exercise_date: The option vests in four equal annual installments beginning on August 26, 2021. Read SEC document |
| August 26, 2020 Filed Aug 28, 2020 20:45 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024379 · form4.xml · nonDerivative · entry 1 Phelan Robert J. · CIK 0001802419 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,440 F1 · shares: Consists of restricted stock units which convert into a share of common stock on a one-for-one basis. The restricted stock units vest in four equal installments beginning on August 26, 2021. 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.