Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Envista Holdings CorpNVST · Entity 4007 | SVP, Orthodontics | May 25, 2024 | May 29, 2024 |
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.
Envista Holdings Corp
Report date May 25, 2024 · Filed May 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,223 |
Reported balance
After 2024-05-25 transaction · row 1
1 source rowRow 1 · 2024-05-25 · Tax withholding · Disposed 642 · Balance 53,223 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 25, 2024 Filed May 29, 2024 20:24 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 642 | $18.25 | $11,716.50 |
DisclosureSEC source: 0001757073-24-000058 · wk-form4_1717014231.xml · nonDerivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,223 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"). Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 23:00 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 18,040 | $0.00 Strike: $22.65 | $0.00 |
DisclosureSEC source: 0001757073-24-000024 · wk-form4_1709074827.xml · derivative · entry 4 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,040 Underlying: Common Stock · 18,040 shares Expires 2034-02-25 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, 2024 Filed Feb 27, 2024 23:00 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantPerformance Share Unit · Derivative | 14,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001757073-24-000024 · wk-form4_1709074827.xml · derivative · entry 3 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,215 Underlying: Common Stock · 14,215 shares Expires not disclosed F3 · derivative.exercise_price: Consists of Performance Share Units that will vest, if at all, based on certification of achievement of identified performance measures over a three-year performance period. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-200% of the amount reported depending on the level of performance achieved. F3 · derivative.exercise_date: Consists of Performance Share Units that will vest, if at all, based on certification of achievement of identified performance measures over a three-year performance period. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-200% of the amount reported depending on the level of performance achieved. F3 · derivative.expiration_date: Consists of Performance Share Units that will vest, if at all, based on certification of achievement of identified performance measures over a three-year performance period. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-200% of the amount reported depending on the level of performance achieved. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 23:00 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 7,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001757073-24-000024 · wk-form4_1709074827.xml · nonDerivative · entry 2 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,865 F2 · 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. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 23:00 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 1,241 | $22.65 | $28,108.65 |
DisclosureSEC source: 0001757073-24-000024 · wk-form4_1709074827.xml · nonDerivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,135 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"). Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:40 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEnvista deferred contribution programs - Envista Stock Fund · Derivative | 1,219 | $23.74 | $28,939.06 |
DisclosureSEC source: 0001757073-24-000004 · wk-form4_1707169193.xml · derivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,706 Underlying: Common Stock · 1,219 shares Expires not disclosed F1 · derivative.exercise_price: The notional shares convert on a one-for-one basis. F3 · price: 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 last day in January 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). 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 nonelective 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 nonelective 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 last day in January 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 16, 2023 Filed Nov 20, 2023 22:49 UTC | Envista Holdings Corp NVST · Entity 4007 | PurchaseCommon Stock | 2 | $22.90 | $45.80 |
DisclosureSEC source: 0001757073-23-000077 · wk-form4_1700520563.xml · nonDerivative · entry 3 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,376 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 22:49 UTC | Envista Holdings Corp NVST · Entity 4007 | PurchaseCommon Stock | 1 | $22.90 | $22.90 |
DisclosureSEC source: 0001757073-23-000077 · wk-form4_1700520563.xml · nonDerivative · entry 2 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,374 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 22:49 UTC | Envista Holdings Corp NVST · Entity 4007 | PurchaseCommon Stock | 2,182 | $22.89 | $49,945.98 |
DisclosureSEC source: 0001757073-23-000077 · wk-form4_1700520563.xml · nonDerivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,373 Read SEC document |
| May 25, 2023 Filed May 31, 2023 20:42 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 642 | $32.95 | $21,153.90 |
DisclosureSEC source: 0001757073-23-000053 · wk-form4_1685565737.xml · nonDerivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,191 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"). Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:31 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEnvista deferred contribution programs - Envista Stock Fund · Derivative | 9 | $33.05 | $297.45 |
DisclosureSEC source: 0001757073-23-000043 · wf-form4_168426905290869.xml · derivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,487 Underlying: Common Stock · 9 shares Expires not disclosed F1 · derivative.exercise_price: The notional shares convert on a one-for-one basis. F2 · derivative.exercise_date: Deferred Contribution Plan ("DCP") participants are permitted to voluntarily defer into the program, on a pre-tax basis, up to 85% of his or her salary and/or up to 85% of his or her non-equity incentive compensation with respect to a given plan year. Participants are at all times fully vested in amounts they voluntarily defer into their DCP accounts. F2 · derivative.expiration_date: Deferred Contribution Plan ("DCP") participants are permitted to voluntarily defer into the program, on a pre-tax basis, up to 85% of his or her salary and/or up to 85% of his or her non-equity incentive compensation with respect to a given plan year. Participants are at all times fully vested in amounts they voluntarily defer into their DCP accounts. F3 · balance_after: The incremental number of notional phantom shares of Common Stock credited to a person's DCP account is based on the incremental amount of contribution to the person's DCP balance divided by the closing price of Common Stock as reported on the NYSE on the date of the contribution (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 DCP and Excess Contribution Plan account. Read SEC document |
| April 28, 2023 Filed May 2, 2023 20:18 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEnvista deferred contribution programs - Envista Stock Fund · Derivative | 8 | $38.49 | $307.92 |
DisclosureSEC source: 0001757073-23-000039 · wf-form4_168305869537317.xml · derivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,478 Underlying: Common Stock · 8 shares Expires not disclosed F1 · derivative.exercise_price: The notional shares convert on a one-for-one basis. F2 · derivative.exercise_date: Deferred Contribution Plan ("DCP") participants are permitted to voluntarily defer into the program, on a pre-tax basis, up to 85% of his or her salary and/or up to 85% of his or her non-equity incentive compensation with respect to a given plan year. Participants are at all times fully vested in amounts they voluntarily defer into their DCP accounts. F2 · derivative.expiration_date: Deferred Contribution Plan ("DCP") participants are permitted to voluntarily defer into the program, on a pre-tax basis, up to 85% of his or her salary and/or up to 85% of his or her non-equity incentive compensation with respect to a given plan year. Participants are at all times fully vested in amounts they voluntarily defer into their DCP accounts. F3 · balance_after: The incremental number of notional phantom shares of Common Stock credited to a person's DCP account is based on the incremental amount of contribution to the person's DCP balance divided by the closing price of Common Stock as reported on the NYSE on the date of the contribution (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 DCP and Excess Contribution Plan account. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 20:27 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEnvista deferred contribution programs - Envista Stock Fund · Derivative | 0 | $37.66 | $0.00 |
DisclosureSEC source: 0001757073-23-000038 · wf-form4_168184965793767.xml · derivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,470 Underlying: Common Stock · 8 shares Expires not disclosed F1 · derivative.exercise_price: The notional shares convert on a one-for-one basis. F2 · derivative.exercise_date: Deferred Contribution Plan ("DCP") participants are permitted to voluntarily defer into the program, on a pre-tax basis, up to 85% of his or her salary and/or up to 85% of his or her non-equity incentive compensation with respect to a given plan year. Participants are at all times fully vested in amounts they voluntarily defer into their DCP accounts. F2 · derivative.expiration_date: Deferred Contribution Plan ("DCP") participants are permitted to voluntarily defer into the program, on a pre-tax basis, up to 85% of his or her salary and/or up to 85% of his or her non-equity incentive compensation with respect to a given plan year. Participants are at all times fully vested in amounts they voluntarily defer into their DCP accounts. F3 · balance_after: The incremental number of notional phantom shares of Common Stock credited to a person's DCP account is based on the incremental amount of contribution to the person's DCP balance divided by the closing price of Common Stock as reported on the NYSE on the date of the contribution (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 DCP and Excess Contribution Plan account. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 20:34 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEnvista deferred contribution programs - Envista Stock Fund · Derivative | 928 | $38.73 | $35,941.44 |
DisclosureSEC source: 0001757073-23-000029 · wf-form4_168081326505646.xml · derivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,462 Underlying: Common Stock · 928 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 last day in January 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 |
| February 25, 2023 Filed Feb 28, 2023 21:51 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantPerformance Share Unit · Derivative | 8,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001757073-23-000014 · wf-form4_167762108654028.xml · derivative · entry 5 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,315 Underlying: Common Stock · 8,315 shares Expires not disclosed F5 · derivative.exercise_price: Consists of Performance Share Units ("PSUs") that will vest, if at all, based on certification of achievement of identified performance measures over a three-year performance period. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-200% of the amount reported depending on the level of performance achieved. F5 · derivative.exercise_date: Consists of Performance Share Units ("PSUs") that will vest, if at all, based on certification of achievement of identified performance measures over a three-year performance period. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-200% of the amount reported depending on the level of performance achieved. F5 · derivative.expiration_date: Consists of Performance Share Units ("PSUs") that will vest, if at all, based on certification of achievement of identified performance measures over a three-year performance period. The amount reported represents the amount of shares payable at target performance; the Reporting Person could earn 0%-200% of the amount reported depending on the level of performance achieved. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 21:51 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,980 | $0.00 Strike: $38.25 | $0.00 |
DisclosureSEC source: 0001757073-23-000014 · wf-form4_167762108654028.xml · derivative · entry 4 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,980 Underlying: Common Stock · 10,980 shares Expires 2033-02-25 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, 2023 Filed Feb 28, 2023 21:51 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 16,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001757073-23-000014 · wf-form4_167762108654028.xml · nonDerivative · entry 3 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,833 F3 · shares: Consist of RSUs that will vest as to 50% on February 25, 2025 and 50% on February 25, 2026, subject to continued service through each such date. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 21:51 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 4,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001757073-23-000014 · wf-form4_167762108654028.xml · nonDerivative · entry 2 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,838 F2 · 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. Each RSU will convert on a 1-for-1 basis, in shares of the Issuer's common stock. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 21:51 UTC | Envista Holdings Corp NVST · Entity 4007 | Tax withholdingCommon Stock | 630 | $38.25 | $24,097.50 |
DisclosureSEC source: 0001757073-23-000014 · wf-form4_167762108654028.xml · nonDerivative · entry 1 Conley Eric · CIK 0001966479 · SVP, Orthodontics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,258 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"). 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.