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 |
|---|---|---|---|---|---|---|
| April 28, 2017 Filed May 1, 2017 20:35 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000087 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,046 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, 2017. The RSUs issued on April 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 |
| February 24, 2017 Filed Feb 27, 2017 21:35 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 602 | $61.94 | $37,287.88 |
DisclosureSEC source: 0000105634-17-000052 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,032 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 22:03 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000017 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,634 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, 2017. The RSUs issued on January 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 restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 17:17 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 4,499 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000007 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,619 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 RSU's. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 16:43 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-16-000481 · edgar.xml · nonDerivative · entry 1 Mauricio Maxine Lum · CIK 0001663011 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,120 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 28, 2016. The RSUs issued on October 28, 2016 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.