Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PTC INC.PTC · Entity 3317 | Chief Product Officer | 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.
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 | 3,331 |
Ending reported balance
After 2026-08-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-15 · Exercise / conversion · Acquired 4,099 · Balance 4,535 Row 2 · 2026-08-15 · Tax withholding · Disposed 1,204 · Balance 3,331 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. |
| Restructed Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,198 |
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 4,099 · Balance 8,198 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3: RSUs granted on August 11, 2025 that vest in three substantially equal installments on August 15, 2026, 2027 and 2028. 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 August 11, 2025 that vest in three substantially equal installments on August 15, 2026, 2027 and 2028.
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 21:42 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestructed Stock Units · Derivative | 4,099 | $0.00 | $0.00 |
DisclosureSEC source: 0000857005-26-000003 · section16.xml · derivative · entry 3 STEVENSON JON · CIK 0002098061 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,198 Underlying: Common Stock · 4,099 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 August 11, 2025 that vest in three substantially equal installments on August 15, 2026, 2027 and 2028. F3 · derivative.expiration_date: RSUs granted on August 11, 2025 that vest in three substantially equal installments on August 15, 2026, 2027 and 2028. 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 21:42 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 1,204 | $149.75 | $180,299.00 |
DisclosureSEC source: 0000857005-26-000003 · section16.xml · nonDerivative · entry 2 STEVENSON JON · CIK 0002098061 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,331 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 21:42 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 4,099 | $0.00 | $0.00 |
DisclosureSEC source: 0000857005-26-000003 · section16.xml · nonDerivative · entry 1 STEVENSON JON · CIK 0002098061 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,535 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 24, 2025 23:00 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 184 | $170.43 | $31,359.12 |
DisclosureSEC source: 0000857005-25-000013 · section16.xml · nonDerivative · entry 2 STEVENSON JON · CIK 0002098061 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 436 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 24, 2025 23:00 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0000857005-25-000013 · section16.xml · nonDerivative · entry 1 STEVENSON JON · CIK 0002098061 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 620 F1 · shares: Shares earned under the FY25 Corporate Incentive Plan. 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.