Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALL CorpBALL · Entity 3320 | E.V.P and C.F.O | June 11, 2025 | June 12, 2025 |
| CARPENTER TECHNOLOGY CORPCRS · Entity 3210 | Director | October 07, 2025 | October 09, 2025 |
| Envista Holdings CorpNVST · Entity 4007 | Chief Financial Officer | September 17, 2023 | September 18, 2023 |
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.
BALL Corp
Report date June 11, 2025 · Filed June 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-06-11 transaction · row 1
1 source rowRow 1 · 2025-06-11 · Exercise / conversion · Disposed 12,802 · Balance 0 F1: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $54.5100 to $54.6200 per share. 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, information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $54.5100 to $54.6200 per share. 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, information regarding the number of shares sold at each separate price.
CARPENTER TECHNOLOGY CORP
Report date October 07, 2025 · Filed October 09, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,392.2 |
Reported balance
After 2025-10-07 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-10-07 · Grant · Acquired 557 · Balance 1,392.2 F1: Converts to common stock on a 1-for-1 basis F3: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2: Payable upon the later of separation of service or a specified date or event. F4: Includes dividend equivalents not previously reported. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $256.27 · Expires 2035-10-07 | Direct | 304 |
Reported balance
After 2025-10-07 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2025-10-07 · Grant · Acquired 304 · Balance 304 F5: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts to common stock on a 1-for-1 basis
F2: Payable upon the later of separation of service or a specified date or event.
F3: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors.
F4: Includes dividend equivalents not previously reported.
F5: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors.
Envista Holdings Corp
Report date September 17, 2023 · Filed September 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,900 |
Reported balance
After 2023-09-17 transaction · row 1
1 source rowRow 1 · 2023-09-17 · Tax withholding · Disposed 1,965 · Balance 43,900 F1: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU").
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, 2021 Filed May 11, 2021 21:52 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,017 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001757073-21-000062 · wf-form4_162076995211121.xml · derivative · entry 7 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,341 Underlying: Common Stock · 12,017 shares Expires 2027-02-24 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F5 · derivative.exercise_date: The Option will vest as to 3,341 shares of Issuer common stock on February 24, 2022, subject to continued service through such date. The remainder of the Option is fully vested. Read SEC document |
| May 07, 2021 Filed May 11, 2021 21:52 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,410 | $0.00 Strike: $13.57 | $0.00 |
DisclosureSEC source: 0001757073-21-000062 · wf-form4_162076995211121.xml · derivative · entry 6 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,410 shares Expires 2025-11-15 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F4 · derivative.exercise_date: The Options vested as to 3,155 shares of Issuer common stock on November 15, 2019 and as to 3,255 shares of Issuer common stock on November 15, 2020. Read SEC document |
| May 07, 2021 Filed May 11, 2021 21:52 UTC | Envista Holdings Corp NVST · Entity 4007 | SaleCommon Stock | 35,021 | $45.17 | $1,581,898.57 |
DisclosureSEC source: 0001757073-21-000062 · wf-form4_162076995211121.xml · nonDerivative · entry 5 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,887 F2 · kind: The sales reported were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.42, 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 (3) to this Form 4. Read SEC document |
| May 07, 2021 Filed May 11, 2021 21:52 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 7,808 | $19.49 | $152,177.92 |
DisclosureSEC source: 0001757073-21-000062 · wf-form4_162076995211121.xml · nonDerivative · entry 4 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,908 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. Read SEC document |
| May 07, 2021 Filed May 11, 2021 21:52 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 8,786 | $19.04 | $167,285.44 |
DisclosureSEC source: 0001757073-21-000062 · wf-form4_162076995211121.xml · nonDerivative · entry 3 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,100 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. Read SEC document |
| May 07, 2021 Filed May 11, 2021 21:52 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 12,017 | $16.51 | $198,400.67 |
DisclosureSEC source: 0001757073-21-000062 · wf-form4_162076995211121.xml · nonDerivative · entry 2 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,314 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. Read SEC document |
| May 07, 2021 Filed May 11, 2021 21:52 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 6,410 | $13.57 | $86,983.70 |
DisclosureSEC source: 0001757073-21-000062 · wf-form4_162076995211121.xml · nonDerivative · entry 1 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,297 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:19 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 100 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0001757073-21-000054 · wf-form4_161800313335195.xml · derivative · entry 9 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,672 Underlying: Common Stock · 100 shares Expires 2028-11-15 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F5 · derivative.exercise_date: The Option will vest as to 3,954 shares of Issuer common stock on each of November 15, 2021 and November 15, 2022 and as to 3,956 shares of Issuer common stock on November 15, 2023, subject to continued service through each such date. The remainder of the Option is fully vested. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:19 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 166 | $0.00 Strike: $19.04 | $0.00 |
DisclosureSEC source: 0001757073-21-000054 · wf-form4_161800313335195.xml · derivative · entry 8 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,754 Underlying: Common Stock · 166 shares Expires 2028-02-24 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F4 · derivative.exercise_date: The Option will vest as to 2,984 shares of Issuer common stock on each of February 24, 2022 and February 24, 2023, subject to continued service through each such date. The remainder of the Option is fully vested. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:19 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,336 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001757073-21-000054 · wf-form4_161800313335195.xml · derivative · entry 7 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,358 Underlying: Common Stock · 1,336 shares Expires 2027-02-24 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F3 · derivative.exercise_date: The Option will vest as to 3,341 shares of Issuer common stock on February 24, 2022, subject to continued service through such date. The remainder of the Option is fully vested. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:19 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 100 | $0.00 Strike: $13.57 | $0.00 |
DisclosureSEC source: 0001757073-21-000054 · wf-form4_161800313335195.xml · derivative · entry 6 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,410 Underlying: Common Stock · 100 shares Expires 2025-11-15 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:19 UTC | Envista Holdings Corp NVST · Entity 4007 | SaleCommon Stock | 1,702 | $45.00 | $76,590.00 |
DisclosureSEC source: 0001757073-21-000054 · wf-form4_161800313335195.xml · nonDerivative · entry 5 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,887 F2 · kind: The sales reported were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:19 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 100 | $19.49 | $1,949.00 |
DisclosureSEC source: 0001757073-21-000054 · wf-form4_161800313335195.xml · nonDerivative · entry 4 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,589 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:19 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 166 | $19.04 | $3,160.64 |
DisclosureSEC source: 0001757073-21-000054 · wf-form4_161800313335195.xml · nonDerivative · entry 3 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,489 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:19 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 1,336 | $16.51 | $22,057.36 |
DisclosureSEC source: 0001757073-21-000054 · wf-form4_161800313335195.xml · nonDerivative · entry 2 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,323 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 21:19 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 100 | $13.57 | $1,357.00 |
DisclosureSEC source: 0001757073-21-000054 · wf-form4_161800313335195.xml · nonDerivative · entry 1 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,987 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: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:13 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,345 | $0.00 Strike: $12.65 | $0.00 |
DisclosureSEC source: 0001757073-21-000043 · wf-form4_161662036840372.xml · derivative · entry 6 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,345 shares Expires 2026-02-24 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: These Options were originally granted by Danaher Corporation ("Danaher") and, pursuant to the terms of the Employee Matters Agreement, were converted into Options relating to shares of Issuer common stock in connection with the Issuer's separation from Danaher on December 18, 2019. F4 · derivative.exercise_date: The Option vested as to 3,667 shares of Issuer common stock on February 24, 2020 and as to 3,678 shares of Issuer common stock on February 24, 2021. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:13 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,563 | $0.00 Strike: $12.62 | $0.00 |
DisclosureSEC source: 0001757073-21-000043 · wf-form4_161662036840372.xml · derivative · entry 5 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,563 shares Expires 2025-02-24 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: These Options were originally granted by Danaher Corporation ("Danaher") and, pursuant to the terms of the Employee Matters Agreement, were converted into Options relating to shares of Issuer common stock in connection with the Issuer's separation from Danaher on December 18, 2019. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:13 UTC | Envista Holdings Corp NVST · Entity 4007 | SaleCommon Stock | 1,100 | $41.39 | $45,529.00 |
DisclosureSEC source: 0001757073-21-000043 · wf-form4_161662036840372.xml · nonDerivative · entry 4 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,887 F2 · kind: The sales reported were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:13 UTC | Envista Holdings Corp NVST · Entity 4007 | SaleCommon Stock | 23,321 | $40.75 | $950,330.75 |
DisclosureSEC source: 0001757073-21-000043 · wf-form4_161662036840372.xml · nonDerivative · entry 3 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,987 F2 · kind: The sales reported were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.26 to $41.13, 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 (3) to this Form 4. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:13 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 7,345 | $12.65 | $92,914.25 |
DisclosureSEC source: 0001757073-21-000043 · wf-form4_161662036840372.xml · nonDerivative · entry 2 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,308 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: These Options were originally granted by Danaher Corporation ("Danaher") and, pursuant to the terms of the Employee Matters Agreement, were converted into Options relating to shares of Issuer common stock in connection with the Issuer's separation from Danaher on December 18, 2019. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:13 UTC | Envista Holdings Corp NVST · Entity 4007 | Exercise / conversionCommon Stock | 3,563 | $12.62 | $44,965.06 |
DisclosureSEC source: 0001757073-21-000043 · wf-form4_161662036840372.xml · nonDerivative · entry 1 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,963 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: These Options were originally granted by Danaher Corporation ("Danaher") and, pursuant to the terms of the Employee Matters Agreement, were converted into Options relating to shares of Issuer common stock in connection with the Issuer's separation from Danaher on December 18, 2019. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:29 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 49,440 | $0.00 Strike: $37.94 | $0.00 |
DisclosureSEC source: 0001757073-21-000035 · wf-form4_161437488886937.xml · derivative · entry 4 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,440 Underlying: Common Stock · 49,440 shares Expires 2031-02-25 F4 · derivative.exercise_date: This Option will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:29 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 13,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001757073-21-000035 · wf-form4_161437488886937.xml · nonDerivative · entry 3 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,400 F3 · shares: Consists of RSUs that will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:29 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 1,306 | $37.94 | $49,549.64 |
DisclosureSEC source: 0001757073-21-000035 · wf-form4_161437488886937.xml · nonDerivative · entry 2 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,220 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). F2 · balance_after: Includes the net balance of RSUs resulting from the vesting of and related tax withholding transaction noted herein. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:29 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 2,630 | $39.16 | $102,990.80 |
DisclosureSEC source: 0001757073-21-000035 · wf-form4_161437488886937.xml · nonDerivative · entry 1 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,526 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). F2 · balance_after: Includes the net balance of RSUs resulting from the vesting of and related tax withholding transaction noted herein. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| February 12, 2021 Filed Feb 18, 2021 01:12 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEnvista deferred contribution programs - Envista Stock Fund · Derivative | 1,038 | $35.54 Strike: $0.00 | $36,890.52 |
DisclosureSEC source: 0001757073-21-000022 · wf-form4_161361071903507.xml · derivative · entry 1 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,431 Underlying: Common Stock · 1,038 shares Expires not disclosed F1 · derivative.exercise_price: The notional shares convert on a one-for-one basis. F2 · derivative.exercise_date: Company contributions to the Excess Contribution Program ("ECP") consist of matching contributions (based on amounts the reporting person voluntary defers into the Envista Deferred Compensation Plan) and/or non-elective contributions. A participant vests in the matching contribution in the ECP made each year on the first anniversary after it is credited to the participant's account. A participant vests in the non-elective contribution in the ECP made each year on the later of the first anniversary after it is credited to the participant's account, or the date the participant has completed three years of service with Envista. F2 · derivative.expiration_date: Company contributions to the Excess Contribution Program ("ECP") consist of matching contributions (based on amounts the reporting person voluntary defers into the Envista Deferred Compensation Plan) and/or non-elective contributions. A participant vests in the matching contribution in the ECP made each year on the first anniversary after it is credited to the participant's account. A participant vests in the non-elective contribution in the ECP made each year on the later of the first anniversary after it is credited to the participant's account, or the date the participant has completed three years of service with Envista. F3 · balance_after: Represents the Company's annual contribution to the Envista stock fund (the "ECP Stock Fund") in the reporting person's ECP account. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Envista common stock, calculated by dividing the contribution amount by the closing price of Envista common stock as reported on the NYSE as of the first day of the year in which the contribution is made. The price shown in Table II, Column 8 is the closing price per share of Envista common stock as reported on the NYSE on the date the contribution was actually made (or the closing price for the immediately preceding business day, if such date is not a business day). F4 · balance_after: Consists of unfunded, notional shares of Envista common stock in the Envista stock fund of the reporting person's ECP account. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 02:13 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 821 | $29.78 | $24,449.38 |
DisclosureSEC source: 0001757073-20-000039 · wf-form4_160557918653184.xml · nonDerivative · entry 1 Yu Howard H · CIK 0001787930 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,156 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). F2 · balance_after: Includes the net balance of RSUs resulting from the vesting of and related tax withholding transaction noted herein. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 01:35 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 69,650 | $0.00 Strike: $26.50 | $0.00 |
DisclosureSEC source: 0001415889-20-000526 · form4-02262020_050230.xml · derivative · entry 3 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,650 Underlying: Common Stock · 69,650 shares Expires 2030-02-25 F4 · derivative.exercise_date: This Option will vest ratably on each anniversary of the date of grant over five years, subject to continued service through each such date. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 01:35 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 18,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000526 · form4-02262020_050230.xml · nonDerivative · entry 2 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,977 F3 · shares: Consists of RSUs that will vest ratably on each anniversary of the date of grant over five years, subject to continued service through each such date. Read SEC document |
| February 24, 2020 Filed Feb 27, 2020 01:35 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 2,926 | $27.30 | $79,879.80 |
DisclosureSEC source: 0001415889-20-000526 · form4-02262020_050230.xml · nonDerivative · entry 1 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,107 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations applicable to the vesting of stock-settled Restricted Stock Units ("RSU"). F2 · balance_after: Includes the net balance of RSUs resulting from the vesting of and related tax withholding transaction noted herein. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 22:53 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEnvista deferred contribution programs - Envista Stock Fund · Derivative | 393 | $28.29 Strike: $0.00 | $11,117.97 |
DisclosureSEC source: 0001415889-20-000411 · form4-02212020_020208.xml · derivative · entry 1 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393 Underlying: Common Stock · 393 shares Expires not disclosed F1 · derivative.exercise_price: The notional shares convert on a one-for-one basis. F2 · derivative.exercise_date: Company contributions to the Excess Contribution Program ("ECP") consist of matching contributions (based on amounts the reporting person voluntary defers into the Envista Deferred Compensation Plan) and/or non-elective contributions. A participant vests in the matching contribution in the ECP made each year on the first anniversary after it is credited to the participant's account. A participant vests in the non-elective contribution in the ECP made each year on the later of the first anniversary after it is credited to the participant's account, or the date the participant has completed three years of service with Envista. F2 · derivative.expiration_date: Company contributions to the Excess Contribution Program ("ECP") consist of matching contributions (based on amounts the reporting person voluntary defers into the Envista Deferred Compensation Plan) and/or non-elective contributions. A participant vests in the matching contribution in the ECP made each year on the first anniversary after it is credited to the participant's account. A participant vests in the non-elective contribution in the ECP made each year on the later of the first anniversary after it is credited to the participant's account, or the date the participant has completed three years of service with Envista. F3 · derivative.underlying_shares: Represents the Company's annual contribution to the Envista stock fund (the "ECP Stock Fund") in the reporting person's ECP account. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Envista common stock, calculated by dividing the contribution amount by the closing price of Envista common stock as reported on the NYSE as of the first day of the year in which the contribution is made. The price shown in Table II, Column 8 is the closing price per share of Envista common stock as reported on the NYSE on the date the contribution was actually made (or the closing price for the immediately preceding business day, if such date is not a business day). F3 · balance_after: Represents the Company's annual contribution to the Envista stock fund (the "ECP Stock Fund") in the reporting person's ECP account. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Envista common stock, calculated by dividing the contribution amount by the closing price of Envista common stock as reported on the NYSE as of the first day of the year in which the contribution is made. The price shown in Table II, Column 8 is the closing price per share of Envista common stock as reported on the NYSE on the date the contribution was actually made (or the closing price for the immediately preceding business day, if such date is not a business day). F4 · balance_after: Consists of unfunded, notional shares of Envista common stock in the Envista stock fund of the reporting person's ECP account. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 23:33 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 38,344 | $0.00 Strike: $21.76 | $0.00 |
DisclosureSEC source: 0000899243-19-029815 · doc4.xml · derivative · entry 9 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,344 Underlying: Common Stock · 38,344 shares Expires 2029-02-24 F3 · security: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F11 · derivative.exercise_date: This Option will vest as to 7,668 shares of Issuer common stock on each of February 24, 2020, February 24, 2021, February 24, 2022 and February 24, 2023 and as to 7,672 shares of Issuer common stock on February 24, 2024, subject to continued service through each such date. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 23:33 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 23,006 | $0.00 Strike: $21.76 | $0.00 |
DisclosureSEC source: 0000899243-19-029815 · doc4.xml · derivative · entry 8 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,006 Underlying: Common Stock · 23,006 shares Expires 2029-02-24 F3 · security: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F10 · derivative.exercise_date: This Option will vest as to 4,601 shares of Issuer common stock on each of February 24, 2020, February 24, 2021, February 24, 2022 and February 24, 2023 and as to 4,602 shares of Issuer common stock on February 24, 2024, subject to continued service through each such date. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 23:33 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 19,772 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0000899243-19-029815 · doc4.xml · derivative · entry 7 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,772 Underlying: Common Stock · 19,772 shares Expires 2028-11-15 F3 · security: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F9 · derivative.exercise_date: This Option will vest as to 3,954 shares of Issuer common stock on each of November 15, 2020, November 15, 2021 and November 15, 2022 and as to 3,956 shares of Issue common stock on November 15, 2023, subject to continued service through each such date. The remainder of the Option is fully vested. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 23:33 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 14,920 | $0.00 Strike: $19.04 | $0.00 |
DisclosureSEC source: 0000899243-19-029815 · doc4.xml · derivative · entry 6 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,920 Underlying: Common Stock · 14,920 shares Expires 2028-02-24 F3 · security: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F8 · derivative.exercise_date: This Option will vest as to 2,984 shares of Issuer common stock on each of February 24, 2020, February 24, 2021, February 24, 2022 and February 24, 2023, subject to continued service through each such date. The remainder of the Option is fully vested. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 23:33 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 16,694 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0000899243-19-029815 · doc4.xml · derivative · entry 5 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,694 Underlying: Common Stock · 16,694 shares Expires 2027-02-24 F3 · security: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F7 · derivative.exercise_date: This Option will vest as to 3,338 shares of Issuer common stock on each of February 24, 2020 and February 24, 2021 and as to 3,342 shares of Issuer common stock on February 24, 2022, subject to continued service through each such date. The remainder of the Option is fully vested. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 23:33 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,345 | $0.00 Strike: $12.65 | $0.00 |
DisclosureSEC source: 0000899243-19-029815 · doc4.xml · derivative · entry 4 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,345 Underlying: Common Stock · 7,345 shares Expires 2026-02-24 F3 · security: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F6 · derivative.exercise_date: This Option will vest as to 3,672 shares of Issuer common stock on February 24, 2020 and as to 3,673 shares of Issuer common stock on February 24, 2021, subject to continued service through each such date. The remainder of the Option is fully vested. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 23:33 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,510 | $0.00 Strike: $13.57 | $0.00 |
DisclosureSEC source: 0000899243-19-029815 · doc4.xml · derivative · entry 3 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,510 Underlying: Common Stock · 6,510 shares Expires 2025-11-15 F3 · security: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F5 · derivative.exercise_date: This Option will vest as to 3,255 shares of Issuer common stock on November 15, 2020, subject to continued service through such date. The remainder of the Option is fully vested. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 23:33 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 3,563 | $0.00 Strike: $12.62 | $0.00 |
DisclosureSEC source: 0000899243-19-029815 · doc4.xml · derivative · entry 2 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,563 Underlying: Common Stock · 3,563 shares Expires 2025-02-24 F3 · security: These Options were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into Options relating to shares of Issuer common stock in connection with the Separation. F4 · derivative.exercise_date: This Option will vest as to 3,563 shares of Issuer common stock on February 24, 2020, subject to continued service through such date. The remainder of the Option is fully vested. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 23:33 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 35,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-029815 · doc4.xml · nonDerivative · entry 1 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,033 F1 · shares: These are restricted stock units ("RSUs") that were originally granted by Danaher Corporation ("Danaher") and, in connection with Issuer's separation from Danaher on December 18, 2019 (the "Separation") and pursuant to the terms of the Employee Matters Agreement, dated as of September 19, 2019, by and between Danaher and Issuer (the "Employee Matters Agreement"), were adjusted into RSUs relating to shares of Issuer common stock. F2 · balance_after: Includes 11,365 RSUs that were previously reported in Table II. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 20:19 UTC | Envista Holdings Corp NVST · Entity 4007 | PurchaseCommon Stock | 2,000 | $22.00 | $44,000.00 |
DisclosureSEC source: 0001415889-19-001108 · form4-09242019_010916.xml · nonDerivative · entry 1 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: Represents shares purchased through the Issuer's directed share program in connection with its initial public offering. Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 23:31 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantRestricted Stock Unit · Derivative | 11,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-001055 · form4-09182019_040956.xml · derivative · entry 2 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,365 Underlying: Common Stock · 11,365 shares Expires 2029-09-17 F2 · derivative.exercise_price: Restricted stock units are payable in shares of common stock on a one-to-one basis. F1 · derivative.exercise_date: One-half of each of the options and restricted stock units granted vest on each of the fourth and fifth anniversary of the grant date. Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 23:31 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 45,460 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001415889-19-001055 · form4-09182019_040956.xml · derivative · entry 1 Yu Howard H · CIK 0001787930 · SENIOR VICE PRESIDENT, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,460 Underlying: Common Stock · 45,460 shares Expires 2029-09-17 F1 · derivative.exercise_date: One-half of each of the options and restricted stock units granted vest on each of the fourth and fifth anniversary of the grant date. 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.