Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATTHEWS INTERNATIONAL CORPMATW · Entity 5295 | Head, Global Business Services | November 19, 2020 | November 20, 2020 |
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.
MATTHEWS INTERNATIONAL CORP
Report date November 19, 2020 · Filed November 20, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,943 |
Reported balance
After 2020-11-19 transaction · row 1
1 source rowRow 1 · 2020-11-19 · Disposition to issuer · Disposed 527 · Balance 7,943 |
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 |
|---|---|---|---|---|---|---|
| November 19, 2020 Filed Nov 20, 2020 20:41 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerClass A Common Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-20-000121 · wf-form4_160590490310424.xml · nonDerivative · entry 1 Brady Edward M JR · CIK 0001738651 · Head, Global Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,943 Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 22:49 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 450 | $26.03 | $11,713.50 |
DisclosureSEC source: 0000063296-20-000088 · wf-form4_160573977803681.xml · nonDerivative · entry 1 Brady Edward M JR · CIK 0001738651 · Head, Global Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,470 F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 16:01 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | PurchaseClass A Common Stock | 2,000 | $19.00 | $38,000.00 |
DisclosureSEC source: 0000063296-20-000053 · wf-form4_159223686734215.xml · nonDerivative · entry 1 Brady Edward M JR · CIK 0001738651 · Head, Global Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,920 Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 19:28 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | PurchaseClass A Common Stock | 2,000 | $24.00 | $48,000.00 |
DisclosureSEC source: 0000063296-20-000036 · wf-form4_158438686482246.xml · nonDerivative · entry 1 Brady Edward M JR · CIK 0001738651 · Head, Global Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,920 Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 16:09 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerClass A Common Stock | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-19-000136 · wf-form4_157469812841453.xml · nonDerivative · entry 1 Brady Edward M JR · CIK 0001738651 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,920 Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 22:10 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 389 | $34.77 | $13,525.53 |
DisclosureSEC source: 0000063296-19-000110 · wf-form4_157428784228483.xml · nonDerivative · entry 1 Brady Edward M JR · CIK 0001738651 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,147 F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 22:11 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 3,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-19-000084 · wf-form4_157376945080043.xml · derivative · entry 1 Brady Edward M JR · CIK 0001738651 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Class A Common Stock · 3,500 shares Expires not disclosed F1 · derivative.exercise_price: Award of restricted share units under the Company's 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below. F2 · derivative.exercise_date: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 12, 2022. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2022 will be forfeited. F2 · derivative.expiration_date: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 12, 2022. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2022 will be forfeited. F2 · derivative.underlying_shares: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 12, 2022. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2022 will be forfeited. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 22:04 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 212 | $40.55 | $8,596.60 |
DisclosureSEC source: 0000063296-18-000116 · wf-form4_154240587273766.xml · nonDerivative · entry 1 Brady Edward M JR · CIK 0001738651 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,536 F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 22:04 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-18-000116 · wf-form4_154240587273766.xml · derivative · entry 2 Brady Edward M JR · CIK 0001738651 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Class A Common Stock · 3,000 shares Expires not disclosed F2 · derivative.exercise_price: Award of restricted share units under the Company's 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below. F3 · derivative.exercise_date: In general, 40% of the grant vests on November 14, 2021; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2021. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2021 will be forfeited. F3 · derivative.expiration_date: In general, 40% of the grant vests on November 14, 2021; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2021. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2021 will be forfeited. F3 · derivative.underlying_shares: In general, 40% of the grant vests on November 14, 2021; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2021. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2021 will be forfeited. 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.