Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIER GLOBAL CorpCARR · Entity 3043 | Director | July 24, 2026 | July 24, 2026 |
| PTC INC.PTC · Entity 3317 | Director · President and CEO | August 15, 2026 | August 17, 2026 |
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.
CARRIER GLOBAL Corp
Report date July 24, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director DSUSEC Table II · derivative / convertible security | Direct | 2,831.0105 |
Reported balance
After 2026-07-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 2,831.0105 · Balance 2,831.0105 F1: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments.
PTC INC.
Report date August 15, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 92,477 |
Ending reported balance
After 2026-08-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-15 · Exercise / conversion · Acquired 11,471 · Balance 98,024 Row 2 · 2026-08-15 · Tax withholding · Disposed 5,547 · Balance 92,477 F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-15 · Exercise / conversion · Disposed 11,471 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3: RSUs granted on July 27, 2023 that vested on August 15, 2026. F4: This amount represents the total number of derivative securities beneficially owned of the class shown. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.
F3: RSUs granted on July 27, 2023 that vested on August 15, 2026.
F4: 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 |
|---|---|---|---|---|---|---|
| August 15, 2026 Filed Aug 17, 2026 21:40 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 11,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-26-000004 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,471 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 July 27, 2023 that vested on August 15, 2026. F3 · derivative.expiration_date: RSUs granted on July 27, 2023 that vested on August 15, 2026. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| August 15, 2026 Filed Aug 17, 2026 21:40 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 5,547 | $149.75 | $830,663.25 |
DisclosureSEC source: 0001389250-26-000004 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,477 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 |
| August 15, 2026 Filed Aug 17, 2026 21:40 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 11,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-26-000004 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,024 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 |
| July 24, 2026 Filed Jul 24, 2026 20:56 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantDirector DSU · Derivative | 2,831.0105 | $68.88 | $195,000.00 |
DisclosureSEC source: 0001225208-26-006742 · doc4.xml · derivative · entry 1 Barua Neil · CIK 0001389250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,831.0105 Underlying: Common Stock · 2,831.0105 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.exercise_date: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.expiration_date: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. Read SEC document |
| January 12, 2026 Filed Jan 14, 2026 21:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 7,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-26-000002 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,628 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 January 12, 2023 that vested on January 12, 2026. F3 · derivative.expiration_date: RSUs granted on January 12, 2023 that vested on January 12, 2026. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| January 12, 2026 Filed Jan 14, 2026 21:02 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 2,611 | $171.43 | $447,603.73 |
DisclosureSEC source: 0001389250-26-000002 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,553 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 |
| January 12, 2026 Filed Jan 14, 2026 21:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 7,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-26-000002 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,164 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 20, 2025 Filed Nov 21, 2025 21:08 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 4,597 | $170.43 | $783,466.71 |
DisclosureSEC source: 0001389250-25-000003 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,536 F2 · 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 20, 2025 Filed Nov 21, 2025 21:08 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 9,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-25-000003 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,133 F1 · shares: Shares earned under the FY25 Corporate Incentive Plan. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 21:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 40,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-25-000003 · section16.xml · derivative · entry 5 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,711 Underlying: Common Stock · 40,711 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F6 · derivative.exercise_date: RSUs granted on November 19, 2025 that vest in three substantially equal installments on November 15, 2026, 2027 and 2028. F6 · derivative.expiration_date: RSUs granted on November 19, 2025 that vest in three substantially equal installments on November 15, 2026, 2027 and 2028. F7 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 21:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 37,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-25-000003 · section16.xml · derivative · entry 4 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,803 Underlying: Common Stock · 37,803 shares Expires not disclosed F3 · 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 19, 2025 that vest to the extent earned on November 15, 2028. F5 · derivative.expiration_date: Performance-based RSUs granted on November 19, 2025 that vest to the extent earned on November 15, 2028. F7 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 21:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 37,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-25-000003 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,803 Underlying: Common Stock · 37,803 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: Performance-based RSUs granted on November 19, 2025 that vest to the extent earned on November 15, 2026, 2027 and 2028. F4 · derivative.expiration_date: Performance-based RSUs granted on November 19, 2025 that vest to the extent earned on November 15, 2026, 2027 and 2028. F7 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2025 Filed Nov 17, 2025 22:20 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 11,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-25-000002 · section16.xml · derivative · entry 6 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,054 Underlying: Common Stock · 11,027 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: RSUs granted on November 13, 2024 that vest in three substantially equal installments on November 15, 2025, 2026 and 2027. F6 · derivative.expiration_date: RSUs granted on November 13, 2024 that vest in three substantially equal installments on November 15, 2025, 2026 and 2027. F7 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2025 Filed Nov 17, 2025 22:20 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 7,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-25-000002 · section16.xml · derivative · entry 5 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,540 Underlying: Common Stock · 7,526 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 13, 2024 that vest to the extent earned on November 15, 2025, 2026 and 2027. F5 · derivative.expiration_date: Performance-based RSUs granted on November 13, 2024 that vest to the extent earned on November 15, 2025, 2026 and 2027. F7 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2025 Filed Nov 17, 2025 22:20 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 11,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-25-000002 · section16.xml · derivative · entry 4 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,852 Underlying: Common Stock · 11,852 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 15, 2023 that vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F4 · derivative.expiration_date: RSUs granted on November 15, 2023 that vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F7 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2025 Filed Nov 17, 2025 22:20 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 4,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-25-000002 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,926 Underlying: Common Stock · 4,800 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. F3 · derivative.exercise_date: Performance-based RSUs granted on November 15, 2023 that vest to the extent earned on November 15, 2024, 2025 and 2026. F3 · derivative.expiration_date: Performance-based RSUs granted on November 15, 2023 that vest to the extent earned on November 15, 2024, 2025 and 2026. F7 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2025 Filed Nov 17, 2025 22:20 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 17,023 | $179.61 | $3,057,501.03 |
DisclosureSEC source: 0001389250-25-000002 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,627 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, 2025 Filed Nov 17, 2025 22:20 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 35,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001389250-25-000002 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,650 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 |
| August 15, 2025 Filed Aug 18, 2025 20:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 11,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-25-009771 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,471 Underlying: Common Stock · 11,471 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 July 27, 2023 that vest in three substantially equal installments on August 15, 2024, 2025 and 2026. F3 · derivative.expiration_date: RSUs granted on July 27, 2023 that vest in three substantially equal installments on August 15, 2024, 2025 and 2026. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 20:02 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 5,547 | $205.84 | $1,141,794.48 |
DisclosureSEC source: 0001654954-25-009771 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,445 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 |
| August 15, 2025 Filed Aug 18, 2025 20:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 11,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-25-009771 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,992 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 |
| January 12, 2025 Filed Jan 13, 2025 21:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 7,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-25-000284 · section16.xml · derivative · entry 4 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,628 Underlying: Common Stock · 7,628 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 January 12, 2023 that vest in two substantially equal installments on January 12, 2025 and 2026. F4 · derivative.expiration_date: RSUs granted on January 12, 2023 that vest in two substantially equal installments on January 12, 2025 and 2026. Read SEC document |
| January 12, 2025 Filed Jan 13, 2025 21:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 15,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-25-000284 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,256 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 January 12, 2023 that vested on January 12, 2025. F3 · derivative.expiration_date: RSUs granted on January 12, 2023 that vested on January 12, 2025. Read SEC document |
| January 12, 2025 Filed Jan 13, 2025 21:02 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 10,053 | $182.38 | $1,833,466.14 |
DisclosureSEC source: 0001654954-25-000284 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,521 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 |
| January 12, 2025 Filed Jan 13, 2025 21:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 22,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-25-000284 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,574 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 21, 2024 Filed Nov 22, 2024 21:09 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 4,064 | $192.75 | $783,336.00 |
DisclosureSEC source: 0001654954-24-014836 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,690 F2 · 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 21, 2024 Filed Nov 22, 2024 21:09 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 8,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014836 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,754 F1 · shares: Shares earned under the FY24 Corporate Incentive Plan. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 21:07 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 11,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014611 · section16.xml · derivative · entry 4 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,704 Underlying: Common Stock · 11,853 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 15, 2023 that vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F4 · derivative.expiration_date: RSUs granted on November 15, 2023 that vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 21:07 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 7,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014611 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,852 Underlying: Common Stock · 7,466 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: Performance-based RSUs granted on November 15, 2023 that vest to the extent earned on November 15, 2024, 2025 and 2026. F3 · derivative.expiration_date: Performance-based RSUs granted on November 15, 2023 that vest to the extent earned on November 15, 2024, 2025 and 2026. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 21:07 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 9,341 | $190.01 | $1,774,883.41 |
DisclosureSEC source: 0001654954-24-014611 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,349 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, 2024 Filed Nov 18, 2024 21:07 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 19,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014611 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,690 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 13, 2024 Filed Nov 14, 2024 22:38 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 33,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014488 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,081 Underlying: Common Stock · 33,081 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. F4 · derivative.exercise_date: RSUs granted on November 13, 2024 that vest in three substantially equal installments on November 15, 2025, 2026 and 2027. F4 · derivative.expiration_date: RSUs granted on November 13, 2024 that vest in three substantially equal installments on November 15, 2025, 2026 and 2027. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 22:38 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 24,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014488 · section16.xml · derivative · entry 2 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,811 Underlying: Common Stock · 24,811 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. F3 · derivative.exercise_date: Performance-based RSUs granted on November 13, 2024 that vest to the extent earned in one installment on November 15, 2027. F3 · derivative.expiration_date: Performance-based RSUs granted on November 13, 2024 that vest to the extent earned in one installment on November 15, 2027. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 22:38 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 24,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014488 · section16.xml · derivative · entry 1 Barua Neil · CIK 0001389250 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,811 Underlying: Common Stock · 24,811 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 13, 2024 that vest to the extent earned in three substantially equal installments on November 15, 2025, 2026 and 2027. F2 · derivative.expiration_date: Performance-based RSUs granted on November 13, 2024 that vest to the extent earned in three substantially equal installments on November 15, 2025, 2026 and 2027. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 11,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-010835 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,942 Underlying: Common Stock · 11,471 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 July 27, 2023 that vest in three substantially equal installments on August 15, 2024, 2025 and 2026. F3 · derivative.expiration_date: RSUs granted on July 27, 2023 that vest in three substantially equal installments on August 15, 2024, 2025 and 2026. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:02 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 5,547 | $173.36 | $961,627.92 |
DisclosureSEC source: 0001654954-24-010835 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,371 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 |
| August 15, 2024 Filed Aug 16, 2024 20:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 11,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-010835 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,918 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 |
| January 12, 2024 Filed Jan 16, 2024 21:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 7,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-000625 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,256 Underlying: Common Stock · 7,629 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 January 12, 2023 that vest in three substantially equal installments on January 12, 2024, 2025 and 2026. F3 · derivative.expiration_date: RSUs granted on January 12, 2023 that vest in three substantially equal installments on January 12, 2024, 2025 and 2026. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 21:02 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 2,633 | $172.17 | $453,323.61 |
DisclosureSEC source: 0001654954-24-000625 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,447 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 |
| January 12, 2024 Filed Jan 16, 2024 21:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 7,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-000625 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,080 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 27, 2023 Filed Nov 28, 2023 21:03 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 1,888 | $154.75 | $292,168.00 |
DisclosureSEC source: 0001654954-23-014854 · section16.xml · nonDerivative · entry 2 Barua Neil · CIK 0001389250 · Director · CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,451 F2 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person on the shares released. Read SEC document |
| November 27, 2023 Filed Nov 28, 2023 21:03 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 3,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014854 · section16.xml · nonDerivative · entry 1 Barua Neil · CIK 0001389250 · Director · CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,339 F1 · shares: Shares earned under the FY23 Corporate Incentive Plan. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 35,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014549 · section16.xml · derivative · entry 3 Barua Neil · CIK 0001389250 · Director · CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,557 Underlying: Common Stock · 35,557 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. F4 · derivative.exercise_date: RSUs granted on November 15, 2023 that vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F4 · derivative.expiration_date: RSUs granted on November 15, 2023 that vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 17,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014549 · section16.xml · derivative · entry 2 Barua Neil · CIK 0001389250 · Director · CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,778 Underlying: Common Stock · 17,778 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. F3 · derivative.exercise_date: Performance based RSUs granted on November 15, 2023 that vest to the extent earned in one installment on November 15, 2026. F3 · derivative.expiration_date: Performance based RSUs granted on November 15, 2023 that vest to the extent earned in one installment on November 15, 2026. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 17,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014549 · section16.xml · derivative · entry 1 Barua Neil · CIK 0001389250 · Director · CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,778 Underlying: Common Stock · 17,778 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 15, 2023 that vest to the extent earned in three substantially equal installments on November 15, 2024, 2025 and 2026. F2 · derivative.expiration_date: Performance based RSUs granted on November 15, 2023 that vest to the extent earned in three substantially equal installments on November 15, 2024, 2025 and 2026. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| July 27, 2023 Filed Jul 28, 2023 20:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 34,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-009797 · section16.xml · derivative · entry 1 Barua Neil · CIK 0001389250 · Director · CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,413 Underlying: Common Stock · 34,413 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: RSUs granted on July 27, 2023 that vest in three substantially equal installments on August 15, 2024, 2025 and 2026. F2 · derivative.expiration_date: RSUs granted on July 27, 2023 that vest in three substantially equal installments on August 15, 2024, 2025 and 2026. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. 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.