Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NOVANTA INCNOVT · Entity 3857 | Chief Financial Officer | March 16, 2026 | March 18, 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.
NOVANTA INC
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,616 |
Ending reported balance
After 2026-03-16 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-16 · Exercise / conversion · Acquired 9,957 · Balance 106,573 F1: The sales reported in this Form 4 was effected pursuant to a pre-established Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. Row 2 · 2026-03-16 · Sale · Disposed 3,215 · Balance 103,358 F1: The sales reported in this Form 4 was effected pursuant to a pre-established Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2: This transaction was executed in multiple trades ranging from $115.40 to $116.40. 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 · 2026-03-16 · Sale · Disposed 4,719 · Balance 98,639 F1: The sales reported in this Form 4 was effected pursuant to a pre-established Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F3: This transaction was executed in multiple trades ranging from $116.41 to $117.40. 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 · 2026-03-16 · Sale · Disposed 1,937 · Balance 96,702 F1: The sales reported in this Form 4 was effected pursuant to a pre-established Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F4: This transaction was executed in multiple trades ranging from $117.42 to $118.41. 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 · 2026-03-16 · Sale · Disposed 86 · Balance 96,616 F1: The sales reported in this Form 4 was effected pursuant to a pre-established Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F5: This transaction was executed in multiple trades ranging from $118.53 to $119.02. 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.13 · Expires 2026-03-30 | Direct | 0 |
Reported balance
After 2026-03-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-16 · Exercise / conversion · Disposed 9,957 · Balance 0 F1: The sales reported in this Form 4 was effected pursuant to a pre-established Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F6: The Stock Options vested in three equal installments on March 30, 2017, March 30, 2018, and March 30, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBuckley Family Irrevocable Trust | 36,219 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 36,219 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 was effected pursuant to a pre-established Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.
F2: This transaction was executed in multiple trades ranging from $115.40 to $116.40. 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 $116.41 to $117.40. 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 $117.42 to $118.41. 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 $118.53 to $119.02. 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.
F6: The Stock Options vested in three equal installments on March 30, 2017, March 30, 2018, and March 30, 2019.
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 |
|---|---|---|---|---|---|---|
| February 27, 2017 Filed Feb 28, 2017 19:02 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 14,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008867 · form4.xml · derivative · entry 3 Buckley Robert · CIK 0001513778 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,320 Underlying: Common Stock · 14,320 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 19:02 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 6,857 | $24.55 | $168,339.35 |
DisclosureSEC source: 0001127602-17-008867 · form4.xml · nonDerivative · entry 2 Buckley Robert · CIK 0001513778 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,551 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 19:02 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 14,320 | $24.55 | $351,556.00 |
DisclosureSEC source: 0001127602-17-008867 · form4.xml · nonDerivative · entry 1 Buckley Robert · CIK 0001513778 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,408 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.