Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NOVANTA INCNOVT · Entity 3857 | Co-Chief Operating Officer | February 20, 2026 | February 24, 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 20, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,096 |
Ending reported balance
After 2026-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-20 · Exercise / conversion · Acquired 1,633 · Balance 2,576 F1: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. Row 2 · 2026-02-20 · Tax withholding · Disposed 480 · Balance 2,096 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,537 |
Reported balance
After 2026-02-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-20 · Grant · Acquired 7,537 · Balance 7,537 F1: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F2: The Restricted Stock Units vest in three equal installments on February 20, 2027, February 20, 2028, and February 20, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,269 |
Reported balance
After 2026-02-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-20 · Exercise / conversion · Disposed 1,633 · Balance 3,269 F1: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F3: The Restricted Stock Units vest in three equal installments on February 20, 2026, February 20, 2027 and February 20, 2028. |
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: The Restricted Stock Units vest in three equal installments on February 20, 2027, February 20, 2028, and February 20, 2029.
F3: The Restricted Stock Units vest in three equal installments on February 20, 2026, February 20, 2027 and February 20, 2028.
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 20, 2026 Filed Feb 24, 2026 22:02 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 1,633 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000050 · form4.xml · derivative · entry 4 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,269 Underlying: Common Stock · 1,633 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 22:02 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 7,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001076930-26-000050 · form4.xml · derivative · entry 3 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,537 Underlying: Common Stock · 7,537 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 22:02 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 480 | $145.96 | $70,060.80 |
DisclosureSEC source: 0001076930-26-000050 · form4.xml · nonDerivative · entry 2 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,096 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:02 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 1,633 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000050 · form4.xml · nonDerivative · entry 1 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,576 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 18, 2026 Filed Feb 20, 2026 21:10 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 1,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000037 · form4.xml · derivative · entry 3 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,779 Underlying: Common Stock · 1,388 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 18, 2026, February 18, 2027 and February 18, 2028. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on February 18, 2026, February 18, 2027 and February 18, 2028. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:10 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 445 | $145.63 | $64,805.35 |
DisclosureSEC source: 0001076930-26-000037 · form4.xml · nonDerivative · entry 2 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 943 Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:10 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 1,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001076930-26-000037 · form4.xml · nonDerivative · entry 1 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,388 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 22:36 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 4,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006398 · form4.xml · derivative · entry 1 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,902 Underlying: Common Stock · 4,902 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 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. F2 · 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 18, 2025 Filed Feb 20, 2025 22:03 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 4,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006025 · form4.xml · derivative · entry 2 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,515 Underlying: Common Stock · 4,515 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 on February 18, 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 on February 18, 2028. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:03 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 4,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006025 · form4.xml · derivative · entry 1 Lesica John · CIK 0002052343 · Co-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,167 Underlying: Common Stock · 4,167 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 in three equal installments on February 18, 2026, February 18, 2027, and February 18, 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. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on February 18, 2026, February 18, 2027, and February 18, 2028. 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.