Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NOVANTA INCNOVT · Entity 3857 | Chief Human Resources Officer | March 01, 2024 | March 05, 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.
NOVANTA INC
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,114 |
Reported balance
After 2024-03-01 transaction · row 1
1 source rowRow 1 · 2024-03-01 · Sale · Disposed 6,119 · Balance 33,114 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2023.
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 28, 2019 Filed Mar 1, 2019 16:34 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 1,672 | $81.73 | $136,652.56 |
DisclosureSEC source: 0001127602-19-009114 · form4.xml · nonDerivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,709 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 |
| February 22, 2019 Filed Feb 26, 2019 22:50 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008438 · form4.xml · derivative · entry 3 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,463 Underlying: Common Stock · 487 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 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. 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 four equal annual installments on February 22, 2019, February 22, 2020, February 22, 2021 and February 22, 2022. 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 four equal annual installments on February 22, 2019, February 22, 2020, February 22, 2021 and February 22, 2022. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:50 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 243 | $78.58 | $19,094.94 |
DisclosureSEC source: 0001127602-19-008438 · form4.xml · nonDerivative · entry 2 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,037 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:50 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 487 | $78.58 | $38,268.46 |
DisclosureSEC source: 0001127602-19-008438 · form4.xml · nonDerivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,280 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 |
| February 21, 2019 Filed Feb 26, 2019 22:50 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 1,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008438 · form4.xml · derivative · entry 4 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,398 Underlying: Common Stock · 1,398 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F1 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F3 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments on February 21, 2020, February 21, 2021, February 21, 2022 and February 21, 2023. F1 · derivative.expiration_date: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. F3 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments on February 21, 2020, February 21, 2021, February 21, 2022 and February 21, 2023. Read SEC document |
| February 21, 2019 Filed Mar 12, 2019 17:13 UTC | NOVANTA INC NOVT · Entity 3857 | GrantCommon Stock | 7,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-010984 · form4.xml · nonDerivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,690 F1 · balance_after: Represents amount of common stock beneficially owned by the reporting person as of March 12, 2019 and reflects transactions reported on two Form 4s filed by the reporting person on February 26, 2019 and March 1, 2019, which inadvertently omitted from the amount in Column 5 "Amount of Securities Beneficially Owned Following Reported Transaction(s)" the shares deemed acquired on February 21, 2019 that are reported on this Form 4. Read SEC document |
| April 16, 2018 Filed Apr 17, 2018 13:53 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 2,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014715 · form4.xml · derivative · entry 3 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,370 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 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. 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 April 15, 2016, April 15, 2017 and April 15, 2018. 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 April 15, 2016, April 15, 2017 and April 15, 2018. Read SEC document |
| April 16, 2018 Filed Apr 17, 2018 13:53 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 1,054 | $58.30 | $61,448.20 |
DisclosureSEC source: 0001127602-18-014715 · form4.xml · nonDerivative · entry 2 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,793 Read SEC document |
| April 16, 2018 Filed Apr 17, 2018 13:53 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 2,370 | $58.30 | $138,171.00 |
DisclosureSEC source: 0001127602-18-014715 · form4.xml · nonDerivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,847 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 |
| April 02, 2018 Filed Apr 3, 2018 17:29 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 2,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013546 · form4.xml · derivative · entry 3 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,575 Underlying: Common Stock · 2,575 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 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. 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 March 30, 2017, March 30, 2018 and March 30, 2019. 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 March 30, 2017, March 30, 2018 and March 30, 2019. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 17:29 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 1,145 | $51.05 | $58,452.25 |
DisclosureSEC source: 0001127602-18-013546 · form4.xml · nonDerivative · entry 2 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,477 Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 17:29 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 2,575 | $51.05 | $131,453.75 |
DisclosureSEC source: 0001127602-18-013546 · form4.xml · nonDerivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,622 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 |
| February 28, 2018 Filed Mar 1, 2018 15:43 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 1,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009260 · form4.xml · derivative · entry 3 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,016 Underlying: Common Stock · 1,671 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 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. 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 four equal annual installments on February 28, 2018, February 28, 2019, February 28, 2020 and February 28, 2021. 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 four equal annual installments on February 28, 2018, February 28, 2019, February 28, 2020 and February 28, 2021. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 15:43 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 575 | $55.85 | $32,113.75 |
DisclosureSEC source: 0001127602-18-009260 · form4.xml · nonDerivative · entry 2 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,047 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 15:43 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 1,671 | $55.85 | $93,325.35 |
DisclosureSEC source: 0001127602-18-009260 · form4.xml · nonDerivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,622 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 |
| February 22, 2018 Filed Feb 26, 2018 20:39 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008370 · form4.xml · derivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,950 Underlying: Common Stock · 1,950 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. 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 four equal annual installments on February 22, 2019, February 22, 2020, February 22, 2021 and February 22, 2022. 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 four equal annual installments on February 22, 2019, February 22, 2020, February 22, 2021 and February 22, 2022. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 20:05 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 2,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014910 · form4.xml · derivative · entry 3 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,370 Underlying: Common Stock · 2,369 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 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. 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 April 15, 2016, April 15, 2017 and April 15, 2018. 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 April 15, 2016, April 15, 2017 and April 15, 2018. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 20:05 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 769 | $26.40 | $20,301.60 |
DisclosureSEC source: 0001127602-17-014910 · form4.xml · nonDerivative · entry 2 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,951 Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 20:05 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 2,369 | $26.40 | $62,541.60 |
DisclosureSEC source: 0001127602-17-014910 · form4.xml · nonDerivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,720 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 |
| March 30, 2017 Filed Mar 31, 2017 23:22 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionRestricted Stock Units · Derivative | 2,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013430 · form4.xml · derivative · entry 3 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,150 Underlying: Common Stock · 2,574 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 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. 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 March 30, 2017, March 30, 2018 and March 30, 2019. 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 March 30, 2017, March 30, 2018 and March 30, 2019. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 23:22 UTC | NOVANTA INC NOVT · Entity 3857 | Tax withholdingCommon Stock | 813 | $26.75 | $21,747.75 |
DisclosureSEC source: 0001127602-17-013430 · form4.xml · nonDerivative · entry 2 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,351 Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 23:22 UTC | NOVANTA INC NOVT · Entity 3857 | Exercise / conversionCommon Stock | 2,574 | $26.75 | $68,854.50 |
DisclosureSEC source: 0001127602-17-013430 · form4.xml · nonDerivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,164 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 |
| February 28, 2017 Filed Mar 2, 2017 18:02 UTC | NOVANTA INC NOVT · Entity 3857 | GrantRestricted Stock Units · Derivative | 6,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009524 · form4.xml · derivative · entry 1 Young Brian S · CIK 0001533151 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,687 Underlying: Common Stock · 6,687 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents the right to receive one Novanta Inc. common share upon vesting of such Restricted Stock Unit. 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 four equal annual installments on February 28, 2018, February 28, 2019, February 28, 2020 and February 28, 2021. 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 four equal annual installments on February 28, 2018, February 28, 2019, February 28, 2020 and February 28, 2021. 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.