Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PTC INC.PTC · Entity 3317 | EVP, Chief Customer Officer | November 17, 2020 | November 19, 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.
PTC INC.
Report date November 17, 2020 · Filed November 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,926 |
Reported balance
After 2020-11-19 transaction · row 1
1 source rowRow 1 · 2020-11-19 · Sale · Disposed 3,130 · Balance 10,926 F1: This transaction was executed in multiple trades at prices ranging from $98.27 to $98.49. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Restricted Stock UntisSEC Table II · derivative / convertible security | Direct | 4,752 |
Reported balance
After 2020-11-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-11-17 · Grant · Acquired 4,752 · Balance 4,752 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3: Target performance-based RSUs that can be earned to the extent the rTSR performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F6: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,505 |
Reported balance
After 2020-11-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-11-17 · Grant · Acquired 9,505 · Balance 9,505 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4: Service-based RSUs that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F6: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,742 |
Reported balance
After 2020-11-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-11-17 · Grant · Acquired 4,752 · Balance 4,742 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5: Target performance-based RSUs that can be earned to the extent the adjusted free cash flow performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F6: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 399 |
Reported balance
Holding disclosure · report date 2020-11-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 399 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $98.27 to $98.49. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.
F3: Target performance-based RSUs that can be earned to the extent the rTSR performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023.
F4: Service-based RSUs that vest in three substantially equal installments on November 15, 2021, 2022 and 2023.
F5: Target performance-based RSUs that can be earned to the extent the adjusted free cash flow performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023.
F6: This amount represents the total number of derivative securities beneficially owned of the class shown.
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 19, 2020 21:16 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 3,130 | $98.28 | $307,620.47 |
DisclosureSEC source: 0001654954-20-012730 · section16.xml · nonDerivative · entry 1 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,926 F1 · price: This transaction was executed in multiple trades at prices ranging from $98.27 to $98.49. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:16 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 4,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012730 · section16.xml · derivative · entry 5 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,742 Underlying: Common Stock · 4,752 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5 · derivative.exercise_date: Target performance-based RSUs that can be earned to the extent the adjusted free cash flow performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F5 · derivative.expiration_date: Target performance-based RSUs that can be earned to the extent the adjusted free cash flow performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:16 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 9,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012730 · section16.xml · derivative · entry 4 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,505 Underlying: Common Stock · 9,505 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: Service-based RSUs that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F4 · derivative.expiration_date: Service-based RSUs that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:16 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Untis · Derivative | 4,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012730 · section16.xml · derivative · entry 3 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,752 Underlying: Common Stock · 4,752 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: Target performance-based RSUs that can be earned to the extent the rTSR performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F3 · derivative.expiration_date: Target performance-based RSUs that can be earned to the extent the rTSR performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012631 · section16.xml · derivative · entry 9 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,598 Underlying: Common Stock · 1,800 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F8 · derivative.exercise_date: RSUs granted on November 15, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F8 · derivative.expiration_date: RSUs granted on November 15, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F9 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012631 · section16.xml · derivative · entry 8 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,885 Underlying: Common Stock · 1,443 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F7 · derivative.exercise_date: RSUs granted on November 21, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F7 · derivative.expiration_date: RSUs granted on November 21, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F9 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012631 · section16.xml · derivative · entry 7 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,932 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F6 · derivative.exercise_date: Performance based RSUs granted on November 21, 2019 that vested on November 15, 2020. F6 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that vested on November 15, 2020. F9 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012631 · section16.xml · derivative · entry 6 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,006 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5 · derivative.exercise_date: Performance based RSUs granted on November 21, 2019 that vested on November 15, 2020. F5 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that vested on November 15, 2020. F9 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 978 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012631 · section16.xml · derivative · entry 5 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 978 Underlying: Common Stock · 978 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: RSUs granted on November 14, 2018 that vested on November 15, 2020. F4 · derivative.expiration_date: RSUs granted on November 14, 2018 that vested on November 15, 2020. F9 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 782 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012631 · section16.xml · derivative · entry 4 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 782 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: RSUs granted on November 15, 2017 that vested on November 15, 2020. F3 · derivative.expiration_date: RSUs granted on November 15, 2017 that vested on November 15, 2020. F9 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:44 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 2,335 | $97.21 | $226,985.35 |
DisclosureSEC source: 0001654954-20-012631 · section16.xml · nonDerivative · entry 2 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,056 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person incurred in connection with the vesting of the Reporting Person's restricted stock unit awards. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 7,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012631 · section16.xml · nonDerivative · entry 1 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,391 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 |
| November 12, 2020 Filed Nov 16, 2020 21:09 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 380 | $94.68 | $35,978.40 |
DisclosureSEC source: 0001654954-20-012475 · section16.xml · nonDerivative · entry 2 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,450 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 21:09 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 1,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012475 · section16.xml · nonDerivative · entry 1 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,830 Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 22:02 UTC | PTC INC. PTC · Entity 3317 | GrantRestrickted Stock Units · Derivative | 1,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012036 · section16.xml · derivative · entry 1 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,932 Underlying: Common Stock · 1,932 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2 · derivative.exercise_date: Performance-based RSUs granted on November 21, 2019 that could be earned for the FY20 performance period. These RSUs are now eligible to vest on November 15, 2020. F2 · derivative.expiration_date: Performance-based RSUs granted on November 21, 2019 that could be earned for the FY20 performance period. These RSUs are now eligible to vest on November 15, 2020. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 20:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Unit · Derivative | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-010530 · section16.xml · derivative · entry 1 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,006 Underlying: Common Stock · 1,006 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2 · derivative.exercise_date: Performance-based RSUs granted on November 21, 2019 that could be earned for the FY20 performance period. 62.5% of the RSUs eligible to be earned for FY20 are now eligible to vest on November 15, 2020. F2 · derivative.expiration_date: Performance-based RSUs granted on November 21, 2019 that could be earned for the FY20 performance period. 62.5% of the RSUs eligible to be earned for FY20 are now eligible to vest on November 15, 2020. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 20:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-006728 · section16.xml · derivative · entry 5 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 118 Underlying: Common Stock · 60 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: RSUs granted June 15, 2019 that vest in three substantially equal installments on June 15, 2020, 2021 and 2022. F4 · derivative.expiration_date: RSUs granted June 15, 2019 that vest in three substantially equal installments on June 15, 2020, 2021 and 2022. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 20:03 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 258 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-006728 · section16.xml · derivative · entry 4 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 258 Underlying: Common Stock · 258 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: RSUs granted June 15, 2020 that vest in three substantially equal installments on June 15, 2021, 2022 and 2023. F3 · derivative.expiration_date: RSUs granted June 15, 2020 that vest in three substantially equal installments on June 15, 2021, 2022 and 2023. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 20:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-006728 · section16.xml · nonDerivative · entry 3 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,449 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 |
| June 15, 2020 Filed Jun 17, 2020 20:03 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 22 | $77.26 | $1,699.72 |
DisclosureSEC source: 0001654954-20-006728 · section16.xml · nonDerivative · entry 2 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 316 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person incurred in connection with the vesting of the Reporting Person's restricted stock unit awards Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 20:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-006728 · section16.xml · nonDerivative · entry 1 CAMACHO EDUARDA · CIK 0001803580 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 338 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.