Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGILENT TECHNOLOGIES, INC.A · Entity 3062 | Senior Vice President | November 26, 2025 | December 01, 2025 |
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.
AGILENT TECHNOLOGIES, INC.
Report date November 26, 2025 · Filed December 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,203.056 |
Reported balance
After 2025-11-26 transaction · row 1
1 source rowRow 1 · 2025-11-26 · Tax withholding · Disposed 332 · Balance 12,203.056 F1: The reporting person surrendered 332 shares to Agilent Technologies, Inc. to satisfy the tax liability on the vesting of restricted stock units in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person surrendered 332 shares to Agilent Technologies, Inc. to satisfy the tax liability on the vesting of restricted stock units in accordance with Rule 16b-3.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COHERENT INC
Report date July 01, 2022 · Filed July 01, 2022
Section 16 reporting ended · disclosed 2022-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectFamily Trust | 0 |
Reported balance
After 2022-07-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-07-01 · Disposition to issuer · Disposed 39,827 · Balance 0 F1: On July 1, 2022, II-VI Incorporated ("Buyer"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Watson Merger Sub Inc, a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of March 25, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger (the "Merger"). F2: At the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $220.00 in cash, without interest (the "Cash Consideration"), plus 0.91 of a validly issued, fully paid and nonassessable share of Buyer. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-07-01 · Disposition to issuer · Disposed 20,760 · Balance 0 F3: Reflects performance-based restricted stock units ("PSUs"). F4: Each PSU outstanding immediately prior to the Effective Time was converted into an award of time-based restricted stock units of Buyer (each, a "Converted RSU") covering a number of shares of Buyer common stock, rounded down to the nearest whole share, equal to the product of (x) the number of shares of Issuer common stock subject to such award of Issuer PSUs based on the greater of the target or actual level of achievement of such goals or metrics immediately prior to the Effective Time, as determined by the Issuer and (y) the sum of (A) 0.91 and (B) the quotient obtained by dividing (i) the $220.00 Cash Consideration by (ii) the volume weighted average price of a share of Buyer common stock for a ten trading day period, starting with the opening of trading on the 11th trading day prior to the closing date of the Merger (the "Closing Date") to the closing of trading on the second to last trading day prior to the Closing Date, as reported by Bloomberg. F1: On July 1, 2022, II-VI Incorporated ("Buyer"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Watson Merger Sub Inc, a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of March 25, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger (the "Merger"). |
Filing footnotes · ownership attribution and instrument terms
F1: On July 1, 2022, II-VI Incorporated ("Buyer"), acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Watson Merger Sub Inc, a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of March 25, 2021 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger (the "Merger").
F2: At the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock (other than certain excluded shares) automatically converted into the right to receive $220.00 in cash, without interest (the "Cash Consideration"), plus 0.91 of a validly issued, fully paid and nonassessable share of Buyer.
F3: Reflects performance-based restricted stock units ("PSUs").
F4: Each PSU outstanding immediately prior to the Effective Time was converted into an award of time-based restricted stock units of Buyer (each, a "Converted RSU") covering a number of shares of Buyer common stock, rounded down to the nearest whole share, equal to the product of (x) the number of shares of Issuer common stock subject to such award of Issuer PSUs based on the greater of the target or actual level of achievement of such goals or metrics immediately prior to the Effective Time, as determined by the Issuer and (y) the sum of (A) 0.91 and (B) the quotient obtained by dividing (i) the $220.00 Cash Consideration by (ii) the volume weighted average price of a share of Buyer common stock for a ten trading day period, starting with the opening of trading on the 11th trading day prior to the closing date of the Merger (the "Closing Date") to the closing of trading on the second to last trading day prior to the Closing Date, as reported by Bloomberg.
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 |
|---|---|---|---|---|---|---|
| November 08, 2016 Filed Nov 10, 2016 13:35 UTC | COHERENT INC COHR · Entity 125737 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031393 · edgar.xml · derivative · entry 7 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,598 Underlying: Common Stock · 5,978 shares Expires 2016-11-08 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. F2 · derivative.exercise_date: This Restricted Stock Performance Unit award vests after the three year anniversary of the grant based on the relative performance of the underlying stock versus the Russell 2000 Index for the 90 trading days on and prior to November 8, 2016 versus the same 90 trading day period ending November 8, 2013. The number of shares in the table reflects the number of RSUs at target. The actual range of RSUs is 0-200% of the target number, depending upon what achievement, if any, results at the measurement date. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 13:35 UTC | COHERENT INC COHR · Entity 125737 | Exercise / conversionRestricted Stock Units · Derivative | 1,992 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031393 · edgar.xml · derivative · entry 6 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,587 Underlying: Common Stock · 1,992 shares Expires 2016-11-08 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 |
| November 08, 2016 Filed Nov 10, 2016 13:35 UTC | COHERENT INC COHR · Entity 125737 | Tax withholdingCommon Stock | 2,790 | $116.57 | $325,230.30 |
DisclosureSEC source: 0001179110-16-031393 · edgar.xml · nonDerivative · entry 4 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,042 F1 · shares: Represents shares withheld to satisfy minimum tax withholding obligations for released restricted stock units. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 13:35 UTC | COHERENT INC COHR · Entity 125737 | Exercise / conversionCommon Stock | 5,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031393 · edgar.xml · nonDerivative · entry 3 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,832 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 |
| November 08, 2016 Filed Nov 10, 2016 13:35 UTC | COHERENT INC COHR · Entity 125737 | Tax withholdingCommon Stock | 749 | $116.57 | $87,310.93 |
DisclosureSEC source: 0001179110-16-031393 · edgar.xml · nonDerivative · entry 2 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,854 F1 · shares: Represents shares withheld to satisfy minimum tax withholding obligations for released restricted stock units. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 13:35 UTC | COHERENT INC COHR · Entity 125737 | Exercise / conversionCommon Stock | 1,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031393 · edgar.xml · nonDerivative · entry 1 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,603 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 |
| November 03, 2016 Filed Nov 7, 2016 16:27 UTC | COHERENT INC COHR · Entity 125737 | Exercise / conversionRestricted Stock Units · Derivative | 2,139 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031283 · edgar.xml · derivative · entry 3 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,579 Underlying: Common Stock · 2,139 shares Expires 2016-11-03 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 |
| November 03, 2016 Filed Nov 7, 2016 16:27 UTC | COHERENT INC COHR · Entity 125737 | Tax withholdingCommon Stock | 804 | $114.58 | $92,122.32 |
DisclosureSEC source: 0001179110-16-031283 · edgar.xml · nonDerivative · entry 2 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,611 F1 · shares: Represents shares withheld to satisfy minimum tax withholding obligations for released restricted stock units. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 16:27 UTC | COHERENT INC COHR · Entity 125737 | Exercise / conversionCommon Stock | 2,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031283 · edgar.xml · nonDerivative · entry 1 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,415 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 |
| November 01, 2016 Filed Nov 3, 2016 16:07 UTC | COHERENT INC COHR · Entity 125737 | SaleCommon Stock | 300 | $104.51 | $31,352.10 |
DisclosureSEC source: 0001179110-16-031133 · edgar.xml · nonDerivative · entry 4 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,276 F2 · shares: Sold Pursuant to a Rule 10b5-1 sales plan adopted on May 9, 2016. F5 · price: Represents the weighted average sales price for the shares. The range of prices for such sales was $104.49 to $104.54. The reporting person will provide upon request full information regarding the number of shares sold at each separate price Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 16:07 UTC | COHERENT INC COHR · Entity 125737 | SaleCommon Stock | 471 | $103.38 | $48,690.10 |
DisclosureSEC source: 0001179110-16-031133 · edgar.xml · nonDerivative · entry 3 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,576 F2 · shares: Sold Pursuant to a Rule 10b5-1 sales plan adopted on May 9, 2016. F4 · price: Represents the weighted average sales price for the shares. The range of prices for such sales was $102.98 to $103.91. The reporting person will provide upon request full information regarding the number of shares sold at each separate price. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 16:07 UTC | COHERENT INC COHR · Entity 125737 | SaleCommon Stock | 473 | $102.10 | $48,294.72 |
DisclosureSEC source: 0001179110-16-031133 · edgar.xml · nonDerivative · entry 2 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,047 F2 · shares: Sold Pursuant to a Rule 10b5-1 sales plan adopted on May 9, 2016. F3 · price: Represents the weighted average sales price for the shares. The range of prices for such sales was $101.92 to $102.26. The reporting person will provide upon request full information regarding the number of shares sold at each separate price. Read SEC document |
| October 31, 2016 Filed Nov 3, 2016 16:07 UTC | COHERENT INC COHR · Entity 125737 | OtherCommon Stock | 53 | $77.10 | $4,086.04 |
DisclosureSEC source: 0001179110-16-031133 · edgar.xml · nonDerivative · entry 1 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,520 F1 · price: Purchase under employee stock purchase plan. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 16:01 UTC | COHERENT INC COHR · Entity 125737 | SaleCommon Stock | 273 | $110.40 | $30,139.47 |
DisclosureSEC source: 0001179110-16-030445 · edgar.xml · nonDerivative · entry 2 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,467 F1 · shares: Sold Pursuant to a Rule 10b5-1 sales plan adopted on May 9, 2016. F3 · price: Represents the weighted average sales price for the shares. The range of prices for such sales was $110.35 to $110.42. The reporting person will provide upon request full information regarding the number of shares sold at each separate price. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 16:01 UTC | COHERENT INC COHR · Entity 125737 | SaleCommon Stock | 680 | $109.49 | $74,455.24 |
DisclosureSEC source: 0001179110-16-030445 · edgar.xml · nonDerivative · entry 1 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,740 F1 · shares: Sold Pursuant to a Rule 10b5-1 sales plan adopted on May 9, 2016. F2 · price: Represents the weighted average sales price for the shares. The range of prices for such sales was $109.32 to $109.77. The reporting person will provide upon request full information regarding the number of shares sold at each separate price. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:09 UTC | COHERENT INC COHR · Entity 125737 | SaleCommon Stock | 265 | $106.43 | $28,203.69 |
DisclosureSEC source: 0001179110-16-029316 · edgar.xml · nonDerivative · entry 2 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,420 F1 · shares: Sold Pursuant to a Rule 10b5-1 sales plan adopted on May 9, 2016. F3 · price: Represents the weighted average sales price for the shares. The range of prices for such sales was $106.18 to $106.65. The reporting person will provide upon request full information regarding the number of shares sold at each separate price. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:09 UTC | COHERENT INC COHR · Entity 125737 | SaleCommon Stock | 774 | $105.62 | $81,752.20 |
DisclosureSEC source: 0001179110-16-029316 · edgar.xml · nonDerivative · entry 1 DiMarco Bret · CIK 0001364879 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,685 F1 · shares: Sold Pursuant to a Rule 10b5-1 sales plan adopted on May 9, 2016. F2 · price: Represents the weighted average sales price for the shares. The range of prices for such sales was $105.05 to $106.04. The reporting person will provide upon request full information regarding the number of shares sold at each separate price. 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.