Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EMCOR Group, Inc.EME · Entity 3131 | CAO, EVP & General Counsel | July 31, 2026 | August 03, 2026 |
| NOVANTA INCNOVT · Entity 3857 | Director | January 02, 2026 | January 06, 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.
EMCOR Group, Inc.
Report date July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,484 |
Reported balance
After 2026-07-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-31 · Grant · Acquired 4 · Balance 22,484 F1: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on July 31, 2026. The RSUs issued on July 31, 2026 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2: Includes shares issuable in respect of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on July 31, 2026. The RSUs issued on July 31, 2026 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued.
F2: Includes shares issuable in respect of RSUs.
NOVANTA INC
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,548 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Exercise / conversion · Acquired 1,325 · Balance 4,548 F1: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2026, the RSUs were settled in Novanta Inc. common shares. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Exercise / conversion · Disposed 1,325 · Balance 0 F1: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2026, the RSUs were settled in Novanta Inc. common shares. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,799 |
Reported balance
After 2026-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-02 · Grant · Acquired 1,799 · Balance 1,799 F2: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F3: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2026, the RSUs were settled in Novanta Inc. common shares.
F2: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date).
F3: The Restricted Stock Units were fully vested and non-forfeitable on the Grant 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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 3, 2026 19:00 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-26-000119 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,484 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on July 31, 2026. The RSUs issued on July 31, 2026 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| April 30, 2026 Filed May 1, 2026 14:42 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-26-000059 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,480 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on April 30, 2026. The RSUs issued on April 30, 2026 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 20:05 UTC | EMCOR Group, Inc. EME · Entity 3131 | GiftCommon Stock | 1,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-26-000041 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,476 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:06 UTC | EMCOR Group, Inc. EME · Entity 3131 | SaleCommon Stock | 3,357 | $735.00 | $2,467,395.00 |
DisclosureSEC source: 0000105634-26-000037 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,853 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 17:01 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 1,709 | $724.62 | $1,238,375.58 |
DisclosureSEC source: 0000105634-26-000033 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,210 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 16:44 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-26-000012 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,919 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on January 30, 2026. The RSUs issued on January 30, 2026 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 19:04 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 1,507 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-26-000004 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,913 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future in respect of restricted stock units ("RSUs") granted pursuant to the EMCOR Group, Inc. Long Term Incentive Plan. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:13 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 1,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001076930-26-000019 · form4.xml · derivative · entry 3 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,799 Underlying: Common Stock · 1,799 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F3 · derivative.exercise_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. F3 · derivative.expiration_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:13 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 1,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000019 · form4.xml · derivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,325 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2026, the RSUs were settled in Novanta Inc. common shares. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2026, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2026, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2026, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:13 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 1,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000019 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,548 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2026, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 16:30 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-25-000086 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,406 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on October 30, 2025. The RSUs issued on October 30, 2025 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 15:08 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-013416 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,403 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on July 31, 2025. The RSUs issued on July 31, 2025 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| April 30, 2025 Filed May 1, 2025 16:15 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-008276 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,400 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on April 30, 2025. The RSUs issued on April 30, 2025 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 20:06 UTC | EMCOR Group, Inc. EME · Entity 3131 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005482 · form4.xml · nonDerivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,392 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 20:06 UTC | EMCOR Group, Inc. EME · Entity 3131 | SaleCommon Stock | 1,250 | $370.07 | $462,587.50 |
DisclosureSEC source: 0001062993-25-005482 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,642 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 16:08 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 1,690 | $402.71 | $680,579.90 |
DisclosureSEC source: 0001062993-25-003874 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,892 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 18:00 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001463 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,582 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on January 31, 2025. The RSUs issued on January 31, 2025 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 17:56 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-000083 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,574 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future in respect of restricted stock units ("RSUs") granted pursuant to the EMCOR Group, Inc. Long Term Incentive Plan. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:41 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-000789 · form4.xml · derivative · entry 3 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,325 Underlying: Common Stock · 1,325 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F2 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F3 · derivative.exercise_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. F2 · derivative.expiration_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F3 · derivative.expiration_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:41 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 1,217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-000789 · form4.xml · derivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,217 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2025, the RSUs were settled in Novanta Inc. common shares. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2025, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2025, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2025, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:41 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 1,217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-000789 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,223 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 2, 2025, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| October 30, 2024 Filed Oct 31, 2024 16:06 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-018151 · form4.xml · nonDerivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · EVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,854 F2 · shares: Represents RSUs issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on October 30, 2024. The RSUs issued on October 30, 2024 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F3 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| October 29, 2024 Filed Oct 31, 2024 16:06 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-018151 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,847 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person. F3 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| July 30, 2024 Filed Jul 31, 2024 15:09 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-014203 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,347 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on July 30, 2024. The RSUs issued on July 30, 2024 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| July 03, 2024 Filed Jul 8, 2024 21:00 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-020192 · form4.xml · derivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 278 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On July 3, 2024, the RSUs were settled in Novanta Inc. common shares. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On July 3, 2024, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On July 3, 2024, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On July 3, 2024, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| July 03, 2024 Filed Jul 8, 2024 21:00 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-020192 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,006 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On July 3, 2024, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 17:07 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012157 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,337 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person. F2 · balance_after: Includes shares issuable in respect of RSUs Read SEC document |
| May 22, 2024 Filed May 23, 2024 20:04 UTC | EMCOR Group, Inc. EME · Entity 3131 | SaleCommon Stock | 4,620 | $389.58 | $1,799,859.60 |
DisclosureSEC source: 0001062993-24-011048 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,837 F1 · price: The price reported is the weighted average of all the shares sold on May 22, 2024. The shares were sold at an average price of $389.58, at varying prices in the range of $389.36 to $389.74 The Reporting Person undertakes, upon request by the Staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| April 30, 2024 Filed May 1, 2024 20:02 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-009157 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,457 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on April 30, 2024. The RSUs issued on April 30, 2024 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| February 29, 2024 Filed Feb 29, 2024 21:19 UTC | EMCOR Group, Inc. EME · Entity 3131 | GiftCommon Stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-004933 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,528 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:25 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 2,080 | $313.52 | $652,121.60 |
DisclosureSEC source: 0001062993-24-005241 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,448 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 31, 2024 Filed Feb 1, 2024 17:09 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001699 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · CAO, EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,903 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on January 31, 2024. The RSUs issued on January 31, 2024 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 21:44 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-000842 · form4.xml · derivative · entry 3 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 464 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2024, the RSUs were settled in Novanta Inc. common shares. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2024, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2024, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2024, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 21:44 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-000842 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2024, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:51 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 3,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000140 · form4.xml · nonDerivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · EVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,889 F3 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future in respect of RSUs granted pursuant to the EMCOR Group Inc. Long Term incentive Plan. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:44 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000842 · form4.xml · derivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,217 Underlying: Common Stock · 1,217 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F2 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F3 · derivative.exercise_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. F2 · derivative.expiration_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F3 · derivative.expiration_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 18:51 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000140 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,411 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future in respect of restricted stock units ("RSUs") granted to the reporting person. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| October 30, 2023 Filed Oct 31, 2023 21:16 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-019924 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,411 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on October 30, 2023. The RSUs issued on October 30, 2023 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| July 31, 2023 Filed Jul 31, 2023 19:22 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015464 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,401 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on July 31, 2023. The RSUs issued on July 31, 2023 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:34 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020414 · form4.xml · derivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278 Underlying: Common Stock · 278 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F1 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F2 · derivative.exercise_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. F1 · derivative.expiration_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F2 · derivative.expiration_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. Read SEC document |
| April 28, 2023 Filed May 1, 2023 18:05 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-009755 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,391 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on April 28, 2023. The RSUs issued on April 28, 2023 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 21:27 UTC | EMCOR Group, Inc. EME · Entity 3131 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-004998 · form4.xml · nonDerivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,378 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 21:27 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 1,517 | $165.52 | $251,093.84 |
DisclosureSEC source: 0001062993-23-004998 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,978 Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:42 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001944 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,495 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on January 31, 2023. The RSUs issued on January 31, 2023 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 21:28 UTC | EMCOR Group, Inc. EME · Entity 3131 | SaleCommon Stock | 2,500 | $149.62 | $374,050.00 |
DisclosureSEC source: 0001062993-23-001021 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,478 F1 · shares: The sales reported in the Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 3, 2022. F2 · price: The price reported is the weighted average of all the shares sold on January 17, 2023. The shares were sold at an average price of $149.62, at varying prices in the range of $148.43 to $151.98 The Reporting Person undertakes, upon request by the Staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes shares issuable in respect to restricted stock units. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 20:38 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 4,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000478 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,978 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future in respect of restricted stock units ("RSUs") granted pursuant to the EMCOR Group, Inc. Long Term Incentive Plan. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:35 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000876 · form4.xml · derivative · entry 4 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461 Underlying: Common Stock · 461 shares Expires not disclosed F3 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F3 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F3 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F4 · derivative.exercise_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. F3 · derivative.expiration_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share on the first anniversary of the Grant Date (or, if such date is not a business day, on the first business day immediately following the first anniversary of the Grant Date). F4 · derivative.expiration_date: The Restricted Stock Units were fully vested and non-forfeitable on the Grant Date. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:35 UTC | NOVANTA INC NOVT · Entity 3857 | GrantDeferred Stock Units · Derivative | 501 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000876 · form4.xml · derivative · entry 3 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790 Underlying: Common Stock · 501 shares Expires not disclosed F2 · derivative.exercise_price: As of the date the reporting person ceases to be a director of the issuer, each Deferred Stock Unit will convert into a share of issuer common stock. The Deferred Stock Units were fully vested and non-forfeitable on the Grant Date. F2 · price: As of the date the reporting person ceases to be a director of the issuer, each Deferred Stock Unit will convert into a share of issuer common stock. The Deferred Stock Units were fully vested and non-forfeitable on the Grant Date. F2 · derivative.exercise_date: As of the date the reporting person ceases to be a director of the issuer, each Deferred Stock Unit will convert into a share of issuer common stock. The Deferred Stock Units were fully vested and non-forfeitable on the Grant Date. F2 · derivative.expiration_date: As of the date the reporting person ceases to be a director of the issuer, each Deferred Stock Unit will convert into a share of issuer common stock. The Deferred Stock Units were fully vested and non-forfeitable on the Grant Date. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:35 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000876 · form4.xml · derivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 359 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2023, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2023, the RSUs were settled in Novanta Inc. common shares. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2023, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2023, the RSUs were settled in Novanta Inc. common shares. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2023, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:35 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000876 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") was the economic equivalent of one Novanta Inc. common share. On January 3, 2023, the RSUs were settled in Novanta Inc. common shares. 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.