Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEX CORP /DE/IEX · Entity 3323 | Director | May 06, 2026 | May 08, 2026 |
| NOVANTA INCNOVT · Entity 3857 | Director · Chief Executive Officer | July 02, 2026 | July 07, 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.
IDEX CORP /DE/
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 1,880 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 805 · Balance 1,880 F1: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. These RSUs vest in full on the earlier of May 6, 2027, and the date of the Issuer's next annual stockholders meeting if it is at least 50 weeks after the prior year's meeting, subject to the Reporting Person's continuous service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. These RSUs vest in full on the earlier of May 6, 2027, and the date of the Issuer's next annual stockholders meeting if it is at least 50 weeks after the prior year's meeting, subject to the Reporting Person's continuous service through such date.
NOVANTA INC
Report date July 02, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,761 |
Ending reported balance
After 2026-07-02 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-07-02 · Sale · Disposed 3,024 · Balance 33,237 F1: The sales reported in this Form 4 were effected pursuant to a pre-established Rule 10b5-1 trading plan that was adopted on September 11, 2025 through a trust for which the reporting person's spouse is a trustee. F2: This transaction was executed in multiple trades ranging from $159.72 to $160.66. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request from the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 2 · 2026-07-02 · Sale · Disposed 1,672 · Balance 31,565 F1: The sales reported in this Form 4 were effected pursuant to a pre-established Rule 10b5-1 trading plan that was adopted on September 11, 2025 through a trust for which the reporting person's spouse is a trustee. F3: This transaction was executed in multiple trades ranging from $160.74 to $161.74. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request from the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 3 · 2026-07-02 · Sale · Disposed 1,167 · Balance 30,398 F1: The sales reported in this Form 4 were effected pursuant to a pre-established Rule 10b5-1 trading plan that was adopted on September 11, 2025 through a trust for which the reporting person's spouse is a trustee. F4: This transaction was executed in multiple trades ranging from $161.83 to $162.76. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request from the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 4 · 2026-07-02 · Sale · Disposed 437 · Balance 29,961 F1: The sales reported in this Form 4 were effected pursuant to a pre-established Rule 10b5-1 trading plan that was adopted on September 11, 2025 through a trust for which the reporting person's spouse is a trustee. F5: This transaction was executed in multiple trades ranging from $163.09 to $163.95. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request from the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 5 · 2026-07-02 · Sale · Disposed 200 · Balance 29,761 F1: The sales reported in this Form 4 were effected pursuant to a pre-established Rule 10b5-1 trading plan that was adopted on September 11, 2025 through a trust for which the reporting person's spouse is a trustee. |
| Common StockSEC Table I · non-derivative | IndirectMatthijs Glastra 2021 Irrevocable Trust | 54,382 |
Reported balance
Holding disclosure · report date 2026-07-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 54,382 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a pre-established Rule 10b5-1 trading plan that was adopted on September 11, 2025 through a trust for which the reporting person's spouse is a trustee.
F2: This transaction was executed in multiple trades ranging from $159.72 to $160.66. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request from the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F3: This transaction was executed in multiple trades ranging from $160.74 to $161.74. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request from the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F4: This transaction was executed in multiple trades ranging from $161.83 to $162.76. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request from the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F5: This transaction was executed in multiple trades ranging from $163.09 to $163.95. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request from the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| March 30, 2017 Filed Mar 31, 2017 23:24 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 2,201 | $26.75 | $58,876.75 |
DisclosureSEC source: 0001127602-17-013431 · form4.xml · nonDerivative · entry 2 Glastra Matthijs · CIK 0001561438 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,474 Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 23:24 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 6,782 | $26.75 | $181,418.50 |
DisclosureSEC source: 0001127602-17-013431 · form4.xml · nonDerivative · entry 1 Glastra Matthijs · CIK 0001561438 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,675 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. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:14 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 4,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010426 · form4.xml · derivative · entry 3 Glastra Matthijs · CIK 0001561438 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,316 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 represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F1 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F2 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments on March 3, 2015, March 3, 2016 and March 3, 2017. F1 · derivative.expiration_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments on March 3, 2015, March 3, 2016 and March 3, 2017. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:14 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 1,401 | $25.55 | $35,795.55 |
DisclosureSEC source: 0001127602-17-010426 · form4.xml · nonDerivative · entry 2 Glastra Matthijs · CIK 0001561438 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,893 Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:14 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 4,316 | $25.55 | $110,273.80 |
DisclosureSEC source: 0001127602-17-010426 · form4.xml · nonDerivative · entry 1 Glastra Matthijs · CIK 0001561438 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,294 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. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 17:57 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 39,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009520 · form4.xml · derivative · entry 1 Glastra Matthijs · CIK 0001561438 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,095 Underlying: Common Stock · 39,095 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F1 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments on February 28, 2018, February 28, 2019, February 28, 2020 and February 28, 2021. F1 · derivative.expiration_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments on February 28, 2018, February 28, 2019, February 28, 2020 and February 28, 2021. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 19:04 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 10,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008868 · form4.xml · derivative · entry 3 Glastra Matthijs · CIK 0001561438 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,359 Underlying: Common Stock · 10,358 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 represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F1 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F2 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments on February 26, 2016, February 26, 2017 and February 26, 2018. F1 · derivative.expiration_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments on February 26, 2016, February 26, 2017 and February 26, 2018. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 19:04 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 3,446 | $24.55 | $84,599.30 |
DisclosureSEC source: 0001127602-17-008868 · form4.xml · nonDerivative · entry 2 Glastra Matthijs · CIK 0001561438 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,978 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 19:04 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 10,358 | $24.55 | $254,288.90 |
DisclosureSEC source: 0001127602-17-008868 · form4.xml · nonDerivative · entry 1 Glastra Matthijs · CIK 0001561438 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,424 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. 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.