Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NOVANTA INCNOVT · Entity 3857 | Chief Accounting Officer | February 24, 2026 | February 26, 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 February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,900 |
Ending reported balance
After 2026-02-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-24 · Exercise / conversion · Acquired 479 · Balance 9,041 F1: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. Row 2 · 2026-02-24 · Tax withholding · Disposed 141 · Balance 8,900 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-24 · Exercise / conversion · Disposed 479 · Balance 0 F1: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F2: On February 24, 2023, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit.
F2: On February 24, 2023, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of 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 |
|---|---|---|---|---|---|---|
| February 24, 2026 Filed Feb 26, 2026 21:13 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 479 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000068 · form4.xml · derivative · entry 3 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 479 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 · 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 · price: 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: On February 24, 2023, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On February 24, 2023, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:13 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 141 | $137.44 | $19,379.04 |
DisclosureSEC source: 0001076930-26-000068 · form4.xml · nonDerivative · entry 2 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,900 Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:13 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 479 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000068 · form4.xml · nonDerivative · entry 1 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,041 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 represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:10 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 519 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000062 · form4.xml · derivative · entry 3 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519 Underlying: Common Stock · 519 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 · 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 · price: 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 installments on February 21, 2025, February 23, 2026 and February 22, 2027. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on February 21, 2025, February 23, 2026 and February 22, 2027. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:10 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 176 | $142.38 | $25,058.88 |
DisclosureSEC source: 0001076930-26-000062 · form4.xml · nonDerivative · entry 2 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,562 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:10 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 519 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000062 · form4.xml · nonDerivative · entry 1 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,738 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 represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:11 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000058 · form4.xml · derivative · entry 4 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 981 Underlying: Common Stock · 490 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 · 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 · price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on February 20, 2026, February 20, 2027 and February 20, 2028. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on February 20, 2026, February 20, 2027 and February 20, 2028. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:11 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 1,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001076930-26-000058 · form4.xml · derivative · entry 3 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,062 Underlying: Common Stock · 1,062 shares Expires not disclosed 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. F2 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on February 20, 2027, February 20, 2028, and February 20, 2029. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on February 20, 2027, February 20, 2028, and February 20, 2029. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:11 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 170 | $145.96 | $24,813.20 |
DisclosureSEC source: 0001076930-26-000058 · form4.xml · nonDerivative · entry 2 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,219 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:11 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000058 · form4.xml · nonDerivative · entry 1 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,389 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 represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:57 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 479 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-006937 · form4.xml · derivative · entry 6 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479 Underlying: Common Stock · 479 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 · 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 · price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F3 · derivative.exercise_date: On February 24, 2023, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On February 24, 2023, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:57 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 393 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-006937 · form4.xml · derivative · entry 5 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 393 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 · 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 · price: 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: On February 24, 2022, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On February 24, 2022, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:57 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 140 | $138.30 | $19,362.00 |
DisclosureSEC source: 0001127602-25-006937 · form4.xml · nonDerivative · entry 4 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,899 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:57 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 479 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-006937 · form4.xml · nonDerivative · entry 3 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,039 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 represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:57 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 137 | $138.30 | $18,947.10 |
DisclosureSEC source: 0001127602-25-006937 · form4.xml · nonDerivative · entry 2 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,560 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:57 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 393 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-006937 · form4.xml · nonDerivative · entry 1 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,697 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 represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 22:35 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 518 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-006395 · form4.xml · derivative · entry 3 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,038 Underlying: Common Stock · 518 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 · 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 · 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 Stocks Units vest in three equal installments on February 21, 2025, February 21, 2026 and February 21, 2027. 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 Stocks Units vest in three equal installments on February 21, 2025, February 21, 2026 and February 21, 2027. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 22:35 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 180 | $140.51 | $25,291.80 |
DisclosureSEC source: 0001127602-25-006395 · form4.xml · nonDerivative · entry 2 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,304 Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 22:35 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 518 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-006395 · form4.xml · nonDerivative · entry 1 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,484 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 represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 22:35 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006395 · form4.xml · derivative · entry 4 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,471 Underlying: Common Stock · 1,471 shares Expires not disclosed 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. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on February 20, 2026, February 20, 2027 and February 20, 2028. 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. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on February 20, 2026, February 20, 2027 and February 20, 2028. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 20:49 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 1,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024149 · form4.xml · derivative · entry 2 Burke John Joseph II · CIK 0002034706 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,747 Underlying: Common Stock · 1,747 shares Expires not disclosed 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 at the end of a three-year period on September 16, 2027. 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 at the end of a three-year period on September 16, 2027. 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.