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 |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Dec 19, 2022 21:20 UTC | EMCOR Group, Inc. EME · Entity 3131 | SaleCommon Stock | 2,500 | $145.27 | $363,175.00 |
DisclosureSEC source: 0001062993-22-024093 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,883 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 December 15, 2022. The shares were sold at an average price of $145.27, at varying prices in the range of $144.39 to $146.45. 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 |
| October 31, 2022 Filed Nov 1, 2022 20:12 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-021347 · form4.xml · nonDerivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,383 F2 · 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 31, 2022. The RSUs issued on October 31, 2022 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 to RSUs. Read SEC document |
| October 31, 2022 Filed Nov 1, 2022 20:12 UTC | EMCOR Group, Inc. EME · Entity 3131 | SaleCommon Stock | 5,000 | $141.59 | $707,950.00 |
DisclosureSEC source: 0001062993-22-021347 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,369 F1 · price: The price reported is the weighted average of all the shares sold on October 31, 2022. The shares were sold at an average price of $141.59, at varying prices in the range of $141.57 to $141.65. 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 RSUs. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 13:55 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017057 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,369 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 29, 2022. The RSUs issued on July 29, 2022 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 |
| May 12, 2022 Filed May 16, 2022 15:22 UTC | EMCOR Group, Inc. EME · Entity 3131 | GiftCommon Stock | 944 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012509 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,354 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| May 12, 2022 Filed Aug 3, 2022 20:39 UTC | NOVANTA INC NOVT · Entity 3857 | GrantDeferred Stock Units · Derivative | 25 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-020382 · form4.xml · derivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,289 Underlying: Common Stock · 25 shares Expires not disclosed F1 · 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. F1 · 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. F1 · 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. F1 · 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 |
| April 29, 2022 Filed May 2, 2022 21:24 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-011297 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,298 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 29, 2022. The RSUs issued on April 29, 2022 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 25, 2022 Filed Feb 28, 2022 20:14 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 2,115 | $116.95 | $247,349.25 |
DisclosureSEC source: 0001062993-22-005879 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,282 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 31, 2022 Filed Feb 1, 2022 21:32 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002000 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,397 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, 2022. The RSUs issued on January 31, 2022 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 04, 2022 Filed Jan 5, 2022 21:40 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 531 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-000885 · 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 · 531 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 4, 2022, 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 4, 2022, 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 4, 2022, 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 4, 2022, 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 4, 2022, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 21:40 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 531 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-000885 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905 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 4, 2022, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 20:37 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 4,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000209 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,375 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, 2022 Filed Jan 5, 2022 21:40 UTC | NOVANTA INC NOVT · Entity 3857 | GrantDeferred Stock Units · Derivative | 359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-000885 · form4.xml · derivative · entry 4 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264 Underlying: Common Stock · 359 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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. F4 · 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, 2022 Filed Jan 5, 2022 21:40 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000885 · form4.xml · derivative · entry 3 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359 Underlying: Common Stock · 359 shares Expires not disclosed F2 · 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). 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 |
| October 29, 2021 Filed Nov 1, 2021 19:28 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010046 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,986 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 29, 2021. The RSUs issued on October 29, 2021 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 30, 2021 Filed Aug 2, 2021 14:29 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-006876 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,971 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, 2021. The RSUs issued on July 30, 2021 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 |
| May 26, 2021 Filed May 27, 2021 20:48 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-018194 · 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 · 374 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 May 26, 2021, 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 May 26, 2021, 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 May 26, 2021, 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 May 26, 2021, 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 May 26, 2021, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| May 26, 2021 Filed May 27, 2021 20:48 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-018194 · form4.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374 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 May 26, 2021, the RSUs were settled in Novanta Inc. common shares. Read SEC document |
| April 30, 2021 Filed May 4, 2021 13:32 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-21-000101 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,954 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, 2021. The RSUs issued on April 30, 2021 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 19, 2021 Filed Mar 22, 2021 15:34 UTC | EMCOR Group, Inc. EME · Entity 3131 | GiftCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-21-000068 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,937 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 16:21 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 1,303 | $97.37 | $126,873.11 |
DisclosureSEC source: 0000105634-21-000055 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,737 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 29, 2021 Filed Feb 1, 2021 15:31 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-21-000020 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,040 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 29, 2021. The RSUs issued on January 29, 2021 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 04, 2021 Filed Jan 5, 2021 16:46 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 5,434 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-21-000008 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,013 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 04, 2021 Filed Jan 6, 2021 21:32 UTC | NOVANTA INC NOVT · Entity 3857 | GrantDeferred Stock Units · Derivative | 531 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000991 · form4.xml · derivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905 Underlying: Common Stock · 531 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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. F3 · 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 04, 2021 Filed Jan 6, 2021 21:32 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 531 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000991 · form4.xml · derivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531 Underlying: Common Stock · 531 shares Expires not disclosed F1 · 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). 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 |
| October 30, 2020 Filed Nov 2, 2020 16:13 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-20-000168 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,579 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, 2020. The RSUs issued on October 30, 2020 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 30, 2020 Filed Jul 31, 2020 17:04 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-20-000138 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,563 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, 2020. The RSUs issued on July 30, 2020 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 |
| May 26, 2020 Filed May 27, 2020 19:14 UTC | NOVANTA INC NOVT · Entity 3857 | GrantDeferred Stock Units · Derivative | 374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-017989 · form4.xml · derivative · entry 2 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374 Underlying: Common Stock · 374 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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. F3 · 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. Read SEC document |
| May 26, 2020 Filed May 27, 2020 19:14 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 374 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017989 · form4.xml · derivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374 Underlying: Common Stock · 374 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 30, 2020 Filed May 1, 2020 19:07 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-20-000084 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,546 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, 2020. The RSUs issued on April 30, 2020 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 28, 2020 Filed Mar 2, 2020 16:27 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 1,454 | $76.92 | $111,841.68 |
DisclosureSEC source: 0000105634-20-000049 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,529 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 21:14 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-20-000019 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,983 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, 2020. The RSUs issued on January 31, 2020 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 RSU's. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:32 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 4,701 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-20-000006 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,965 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 |
| October 30, 2019 Filed Oct 31, 2019 20:49 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000199 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,264 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, 2019. The RSUs issued on October 30, 2019 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 RSU's. Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 20:28 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000164 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,252 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, 2019. The RSUs issued on July 30, 2019 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 RSU's. Read SEC document |
| April 30, 2019 Filed May 1, 2019 18:45 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000085 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,239 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, 2019. The RSUs issued on April 30, 2019 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 RSU's. Read SEC document |
| February 28, 2019 Filed Feb 28, 2019 19:59 UTC | EMCOR Group, Inc. EME · Entity 3131 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000056 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,225 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 16:39 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 2,701 | $71.99 | $194,444.99 |
DisclosureSEC source: 0000105634-19-000052 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,725 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 18:51 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000014 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,426 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, 2019. The RSUs issued on January 30, 2019 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, 2019 Filed Jan 3, 2019 21:21 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 6,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000008 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,402 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 |
| October 30, 2018 Filed Oct 31, 2018 18:32 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-18-000191 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,832 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, 2018. The RSUs issued on October 30, 2018 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 |
| August 08, 2018 Filed Aug 8, 2018 20:32 UTC | EMCOR Group, Inc. EME · Entity 3131 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-18-000166 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,817 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| July 31, 2018 Filed Aug 1, 2018 20:00 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-18-000138 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,317 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, 2018. The RSUs issued on July 31, 2018 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, 2018 Filed May 1, 2018 20:12 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-18-000074 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,303 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, 2018. The RSUs issued on April 30, 2018 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 23, 2018 Filed Mar 2, 2018 22:15 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 1,008 | $76.45 | $77,061.60 |
DisclosureSEC source: 0000105634-18-000053 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,289 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 14:50 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-18-000016 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,297 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, 2018. The RSUs issued on January 30, 2018 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, 2018 Filed Jan 3, 2018 21:20 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 3,998 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-18-000006 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,282 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 |
| October 30, 2017 Filed Oct 31, 2017 17:46 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000220 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,284 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, 2017. The RSUs issued on October 30, 2017 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 |
| September 15, 2017 Filed Sep 18, 2017 20:46 UTC | EMCOR Group, Inc. EME · Entity 3131 | GiftCommon Stock | 788 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000168 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,272 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 19:16 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000157 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,060 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 28, 2017. The RSUs issued on July 28, 2017 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 restricted stock units. 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.