Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Envista Holdings CorpNVST · Entity 4007 | Director · Chief Executive Officer | February 25, 2024 | February 27, 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 February 25, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 310,565 |
Ending reported balance
After 2024-02-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-25 · Tax withholding · Disposed 33,367 · Balance 261,995 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 ("RSUs"). Row 2 · 2024-02-25 · Grant · Acquired 48,570 · Balance 310,565 F2: 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. |
| Performance Share UnitSEC Table II · derivative / convertible security | Direct | 133,985 |
Reported balance
After 2024-02-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-25 · Grant · Acquired 133,985 · Balance 133,985 F3: 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.65 · Expires 2034-02-25 | Direct | 113,370 |
Reported balance
After 2024-02-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-02-25 · Grant · Acquired 113,370 · Balance 113,370 F4: This Option will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date. |
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 ("RSUs").
F2: 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.
F3: 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.
F4: This Option will vest ratably on each anniversary of the date of grant over three years, subject to continued service through each such date.
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 |
|---|---|---|---|---|---|---|
| December 18, 2019 Filed Dec 20, 2019 18:38 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantCommon Stock | 393,828 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-029819 · doc4.xml · nonDerivative · entry 1 Aghdaei Amir · CIK 0001410055 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 474,283 F1 · shares: These are restricted stock units ("RSUs") that include (i) awards that were originally granted by Danaher Corporation ("Danaher") in the form of performance-based restricted stock units relating to shares of Danaher common stock 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 time-based RSUs relating to shares of Issuer common stock and (ii) RSUs that were originally granted by Danaher and, pursuant to the terms of the Employee Matters Agreement, were adjusted into RSUs relating to shares of Issuer common stock in connection with the Separation. F2 · balance_after: Includes 70,455 RSUs that were previously reported in Table II. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 16:14 UTC | Envista Holdings Corp NVST · Entity 4007 | PurchaseCommon Stock | 10,000 | $22.00 | $220,000.00 |
DisclosureSEC source: 0001415889-19-001103 · form4-09242019_010909.xml · nonDerivative · entry 1 Aghdaei Amir · CIK 0001410055 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 19:32 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantRestricted Stock Unit · Derivative | 70,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-001057 · form4-09182019_040944.xml · derivative · entry 2 Aghdaei Amir · CIK 0001410055 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,455 Underlying: Common Stock · 70,455 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 19:32 UTC | Envista Holdings Corp NVST · Entity 4007 | GrantEmployee Stock Option (Right to Buy) · Derivative | 281,820 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001415889-19-001057 · form4-09182019_040944.xml · derivative · entry 1 Aghdaei Amir · CIK 0001410055 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,820 Underlying: Common Stock · 281,820 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.