Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Azenta, Inc.AZTA · Entity 4724 | EVP, Chief Financial Officer | November 19, 2024 | November 21, 2024 |
| BETA Technologies, Inc.BETA · Entity 1930 | CHIEF FINANCIAL OFFICER | May 07, 2026 | May 12, 2026 |
| DENTSPLY SIRONA Inc.XRAY · Entity 4448 | Interim CFO | December 02, 2024 | December 04, 2024 |
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.
Azenta, Inc.
Report date November 19, 2024 · Filed November 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 23,892 |
Reported balance
After 2024-11-19 transaction · row 1
1 source rowRow 1 · 2024-11-19 · Sale · Disposed 712 · Balance 23,892 F1: Represents the sale of shares by the reporting person to satisfy the reporting person's obligations with respect to withholding taxes in connection with the vesting on November 15, 2024 of 1,909 restricted stock units from one grant held by the reporting person and previously reported on Form 4. F2: Represents the weighted average price for shares sold between November 18, 2024 and November 19, 2024 at a range between $38.83 and $41.48. The reporting person will provide to the Securities and Exchange Commission, the issuer and any stockholder, upon request, full information regarding the number of shares purchased or sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the sale of shares by the reporting person to satisfy the reporting person's obligations with respect to withholding taxes in connection with the vesting on November 15, 2024 of 1,909 restricted stock units from one grant held by the reporting person and previously reported on Form 4.
F2: Represents the weighted average price for shares sold between November 18, 2024 and November 19, 2024 at a range between $38.83 and $41.48. The reporting person will provide to the Securities and Exchange Commission, the issuer and any stockholder, upon request, full information regarding the number of shares purchased or sold at each separate price.
BETA Technologies, Inc.
Report date May 07, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 90,465 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Sale · Disposed 18,586 · Balance 90,465 F1: Mandatory sale to cover tax liability associated with the settlement of performance-based restricted stock units. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.6100 to $19.6099, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 2 to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Mandatory sale to cover tax liability associated with the settlement of performance-based restricted stock units.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.6100 to $19.6099, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 2 to this Form 4.
DENTSPLY SIRONA Inc.
Report date December 02, 2024 · Filed December 04, 2024
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 12, 2026 01:08 UTC | BETA Technologies, Inc. BETA · Entity 1930 | SaleClass A common stock | 18,586 | $18.12 | $336,808.06 |
DisclosureSEC source: 0001997198-26-000003 · primarydocument.xml · nonDerivative · entry 1 Cueto Herman · CIK 0001997198 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,465 F1 · kind: Mandatory sale to cover tax liability associated with the settlement of performance-based restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.6100 to $19.6099, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 2 to this Form 4. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 21:00 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 35,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-159246 · ownership.xml · nonDerivative · entry 1 Cueto Herman · CIK 0001997198 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,051 F1 · kind: Represents shares of Class A common stock received upon the vesting of performance-based restricted stock units ("PSUs") awarded to the Reporting Person on January 30, 2026, which vested based on the Issuer's satisfaction of certain performance criteria. In light of the performance-based vesting criteria of the PSUs, such shares were not previously reportable under Section 16. Each PSU represents the contingent right to receive one share of Class A common stock of the Issuer. Read SEC document |
| January 30, 2026 Filed Feb 4, 2026 01:45 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 47,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036368 · ownership.xml · nonDerivative · entry 1 Cueto Herman · CIK 0001997198 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,560 Read SEC document |
| November 07, 2025 Filed Nov 13, 2025 01:21 UTC | BETA Technologies, Inc. BETA · Entity 1930 | GrantClass A common stock | 6,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-278330 · ownership.xml · nonDerivative · entry 1 Cueto Herman · CIK 0001997198 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,239 F1 · shares: The reported securities represent restricted stock units which each represent the right to acquire one share of Class A common stock upon vesting, which is scheduled to occur in four equal installments on each of the first, second, third and fourth anniversaries of the vesting commencement date, subject to continued service by the Reporting Person through each such date. Read SEC document |
| November 05, 2025 Filed Nov 8, 2025 02:00 UTC | BETA Technologies, Inc. BETA · Entity 1930 | PurchaseClass A common stock | 4,167 | $34.00 | $141,678.00 |
DisclosureSEC source: 0001193125-25-272838 · ownership.xml · nonDerivative · entry 1 Cueto Herman · CIK 0001997198 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,858 F1 · shares: The reported securities represent shares of Class A common stock purchased by the reporting person under the directed share program in connection with the Issuer's initial public offering. Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 21:10 UTC | Azenta, Inc. AZTA · Entity 4724 | SaleCommon | 712 | $40.07 | $28,529.84 |
DisclosureSEC source: 0000950170-24-129719 · ownership.xml · nonDerivative · entry 1 Cueto Herman · CIK 0001997198 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,892 F1 · shares: Represents the sale of shares by the reporting person to satisfy the reporting person's obligations with respect to withholding taxes in connection with the vesting on November 15, 2024 of 1,909 restricted stock units from one grant held by the reporting person and previously reported on Form 4. F2 · price: Represents the weighted average price for shares sold between November 18, 2024 and November 19, 2024 at a range between $38.83 and $41.48. The reporting person will provide to the Securities and Exchange Commission, the issuer and any stockholder, upon request, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| October 17, 2024 Filed Oct 21, 2024 20:10 UTC | Azenta, Inc. AZTA · Entity 4724 | SaleCommon | 1,595 | $43.68 | $69,669.60 |
DisclosureSEC source: 0000950170-24-115940 · ownership.xml · nonDerivative · entry 1 Cueto Herman · CIK 0001997198 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,604 F1 · shares: The sale of shares by the reporting person to satisfy the reporting person's obligations with respect to withholding taxes in connection with the vesting on October 16, 2024 of 9,163 restricted stock units held by the reporting person. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 20:10 UTC | Azenta, Inc. AZTA · Entity 4724 | GrantCommon | 11,309 | $55.27 | $625,048.43 |
DisclosureSEC source: 0000950170-24-096207 · ownership.xml · nonDerivative · entry 1 Cueto Herman · CIK 0001997198 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,199 F1 · shares: Grant of restricted stock units to the Reporting Person under the Company's Equity Incentive Plan. No amount was paid upon grant of the units.The units will vest over two years, 50% on August 9, 2025 and 50% on August 9, 2026. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 21:05 UTC | Azenta, Inc. AZTA · Entity 4724 | GrantCommon Stock | 9,163 | $54.57 | $500,024.91 |
DisclosureSEC source: 0001209191-23-055706 · doc4.xml · nonDerivative · entry 2 Cueto Herman · CIK 0001997198 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,890 F2 · shares: Grant of restricted stock units to the Reporting Person under the Company's Long Term Incentive Plan. No amount was paid upon grant of the units. The units are subject to time-based vesting and will vest 50% per year, beginning on October 16, 2024. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 21:05 UTC | Azenta, Inc. AZTA · Entity 4724 | GrantCommon Stock | 5,727 | $54.57 | $312,522.39 |
DisclosureSEC source: 0001209191-23-055706 · doc4.xml · nonDerivative · entry 1 Cueto Herman · CIK 0001997198 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,727 F1 · shares: Grant of restricted stock units to the Reporting Person under the Company's Long Term Incentive Plan. No amount was paid upon grant of the units. The units are subject to time-based vesting and will vest 33-1/3% per year, beginning on November 15, 2024. 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.