Form 4: Envista SVP Mischa Reis Reports Equity Transactions

Envista Holdings Corp's SVP of Strategy & Business Development, Mischa Reis, reported the acquisition of restricted stock units, performance share units, and stock options, alongside a disposition of shares for tax withholding.

Summary

• Mischa Reis, SVP, Strategy & Business Development at Envista Holdings Corp, reported equity transactions on February 25, 2026.
• Disposed of 2,976 shares of common stock at $29.59 to cover tax withholding obligations from Restricted Stock Unit (RSU) vesting.
• Acquired 5,915 shares of common stock from the vesting of RSUs, granted at a price of $0.
• Acquired 10,770 Performance Share Units (PSUs) at a price of $0, which will vest based on achievement of identified performance measures over a three-year period, with potential payout from 0% to 200% of the target amount.
• Acquired 14,020 Employee Stock Options with an exercise price of $29.59, vesting ratably over three years and expiring on February 25, 2036.
• Following these transactions, Mischa Reis beneficially owns 35,321 shares of common stock, 10,770 Performance Share Units, and 14,020 Employee Stock Options.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a routine disclosure of executive compensation, which is generally positive as it aligns management incentives with shareholder interests, but does not indicate any new operational or financial developments.

Positives

• Mischa Reis received significant equity grants, including 5,915 Restricted Stock Units, 10,770 Performance Share Units, and 14,020 Employee Stock Options.
• The Performance Share Units offer a potential payout of up to 200% of the target amount, aligning executive incentives with company performance.

Negatives

• NA

Risks

• NA

Future Outlook

The Restricted Stock Units and Employee Stock Options will vest ratably over three years, subject to continued service. Performance Share Units will vest based on the achievement of identified performance measures over a three-year performance period.

Management Comments

• NA

Industry Context

StockSavvy.ai notes that equity compensation, including RSUs, PSUs, and stock options, is a standard practice across various industries, particularly in technology and healthcare, to align executive interests with shareholder value and incentivize long-term performance. These grants are typical for senior executives in publicly traded companies like Envista Holdings Corp.

Comparison to Industry Standards

• The structure of equity compensation, including RSUs, PSUs, and stock options with multi-year vesting schedules, is consistent with common executive compensation practices observed in peer companies within the medical technology and dental products industry, such as Dentsply Sirona Inc. (XRAY) or Align Technology, Inc. (ALGN).
• The performance-based vesting for PSUs is a standard mechanism to link executive pay directly to company performance metrics, a practice widely adopted by leading corporations to enhance accountability and drive strategic objectives.

Stakeholder Impact

• Shareholders: The equity grants align the interests of a key executive with shareholders, potentially incentivizing long-term value creation.
• Employees: The compensation structure reflects standard practices for senior leadership, which can influence overall employee compensation philosophy.

Next Steps

• RSUs and Employee Stock Options will vest ratably on each anniversary of the grant date over three years, subject to continued service.
• Performance Share Units will vest based on the certification of achievement of identified performance measures over a three-year performance period.

Key Dates

Keywords

Envista Holdings, NVST, Mischa Reis, Form 4, insider trading, equity compensation, RSU, PSU, stock options, executive compensation