Revvity (NYSE: RVTY) executive gifts 27,785 shares to trust
Rhea-AI Filing Summary
REVVITY, INC. (RVTY) officer Joel S. Goldberg reported two related stock transfers involving Common Stock. Goldberg made a bona fide gift of 27,785 shares from his direct holdings, reducing his directly held shares to 13,729. The same 27,785 shares were received as a gift by an entity classified as indirectly owned, the Goldberg Irrevocable 2021 Trust, which held 91,494 shares after the transfer. The trust is for the sole benefit of Goldberg’s children, with his spouse as trustee, and Goldberg disclaims beneficial ownership of those trust shares except to any pecuniary interest, if any.
Positive
- None.
Negative
- None.
Insider Trade Summary
55,570 shares gifted
Gift
2 txns
Insider
Goldberg Joel S
Role
Please See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 27,785 | $0.00 | $0.00 |
| Gift | Common Stock | 27,785 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 13,729 shares (Direct);
Common Stock — 91,494 shares (Indirect, By Goldberg Irrevocable 2021 Trust)
Footnotes (1)
- F1. The securities gifted by the Reporting Person were transferred to an irrevocable trust for the sole benefit of the Reporting Person's children. The Reporting Person's spouse is the trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
Key Figures
Gifted shares (direct disposition): 27,785 shares
Direct holdings after gift: 13,729 shares
Indirect holdings after gift: 91,494 shares
+2 more
5 metrics
Gifted shares (direct disposition)
27,785 shares
Common Stock transferred as a bona fide gift from direct ownership on 2026-08-14
Direct holdings after gift
13,729 shares
Common Stock directly held by Joel S. Goldberg following the disposition
Indirect holdings after gift
91,494 shares
Common Stock held indirectly through the Goldberg Irrevocable 2021 Trust after the acquisition leg
Total gift shares reported
55,570 shares
Aggregate shares involved in bona fide gift transactions in the transaction summary
Gift price per share
$0.0000
Reported price per share for both bona fide gift transactions
Key Terms
bona fide gift, irrevocable trust, beneficial ownership
3 terms
bona fide gift financial
"transaction_code_description: "Bona fide gift" for Common Stock transfers"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
irrevocable trust financial
"transferred to an irrevocable trust for the sole benefit of the Reporting Person's children"
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
beneficial ownership financial
"The Reporting Person disclaims beneficial ownership of these securities"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
What insider stock transfers did RVTY executive Joel S. Goldberg report?
Joel S. Goldberg reported two bona fide gift transactions totaling 55,570 shares of REVVITY common stock. One leg reduced his direct holdings, while the other increased shares held indirectly through the Goldberg Irrevocable 2021 Trust.
Were the RVTY insider transactions made under a Rule 10b5-1 trading plan?
The filing indicates the Rule 10b5-1 checkbox is not affirmed. There is no statement that these bona fide gift transactions occurred pursuant to a Rule 10b5-1 or pre-arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
