Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NOVANTA INCNOVT · Entity 3857 | General Counsel | February 20, 2025 | February 24, 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.
NOVANTA INC
Report date February 20, 2025 · Filed February 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,681 |
Reported balance
After 2025-02-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-02-20 · Grant · Acquired 1,681 · Balance 1,681 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, 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, 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, 2025 Filed Feb 24, 2025 22:38 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 1,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006400 · form4.xml · derivative · entry 1 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,681 Underlying: Common Stock · 1,681 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 |
| August 15, 2024 Filed Aug 19, 2024 20:34 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 1,329 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-022497 · form4.xml · derivative · entry 3 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,330 Underlying: Common Stock · 1,329 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 annual installments on August 15, 2023, August 15, 2024 and August 15, 2025. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments on August 15, 2023, August 15, 2024 and August 15, 2025. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:34 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 590 | $180.40 | $106,436.00 |
DisclosureSEC source: 0001127602-24-022497 · form4.xml · nonDerivative · entry 2 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,478 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:34 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 1,329 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-022497 · form4.xml · nonDerivative · entry 1 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,068 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, 2024 Filed Feb 23, 2024 23:49 UTC | NOVANTA INC NOVT · Entity 3857 | GrantStock Option (Right to Buy) · Derivative | 3,777 | $0.00 Strike: $157.48 | $0.00 |
DisclosureSEC source: 0001127602-24-006736 · form4.xml · derivative · entry 2 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,777 Underlying: Common Stock · 3,777 shares Expires 2031-02-21 F1 · derivative.exercise_date: The Stock Options vest in three equal annual installments on February 21, 2025, February 21, 2026, and February 21, 2027. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 22:26 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 1,328 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-022860 · form4.xml · derivative · entry 3 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,659 Underlying: Common Stock · 1,328 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 annual installments on August 15, 2023, August 15, 2024 and August 15, 2025. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments on August 15, 2023, August 15, 2024 and August 15, 2025. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 22:26 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 589 | $153.96 | $90,682.44 |
DisclosureSEC source: 0001127602-23-022860 · form4.xml · nonDerivative · entry 2 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 22:26 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 1,328 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-022860 · form4.xml · nonDerivative · entry 1 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,328 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, 2023 Filed Mar 1, 2023 00:51 UTC | NOVANTA INC NOVT · Entity 3857 | GrantStock Option (Right to Buy) · Derivative | 3,524 | $0.00 Strike: $156.72 | $0.00 |
DisclosureSEC source: 0001127602-23-007647 · form4.xml · derivative · entry 1 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,524 Underlying: Common Stock · 3,524 shares Expires 2030-02-24 F1 · derivative.exercise_price: The Stock Options vest in three equal annual installments on February 24, 2024, February 24, 2025 and February 24, 2026. F1 · derivative.exercise_date: The Stock Options vest in three equal annual installments on February 24, 2024, February 24, 2025 and February 24, 2026. F1 · derivative.expiration_date: The Stock Options vest in three equal annual installments on February 24, 2024, February 24, 2025 and February 24, 2026. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 20:30 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 3,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021083 · form4.xml · derivative · entry 1 Welsh Michele Davis · CIK 0001937450 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,987 Underlying: Common Stock · 3,987 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 annual installments on August 15, 2023, August 15, 2024 and August 15, 2025. F1 · derivative.expiration_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments on August 15, 2023, August 15, 2024 and August 15, 2025. 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.