Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKBAUD INCBLKB · Entity 476 | Director | August 03, 2026 | August 05, 2026 |
| PTC INC.PTC · Entity 3317 | EVP, Chief Financial Officer | December 31, 2025 | January 02, 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.
BLACKBAUD INC
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,887 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 7,834 · Balance 15,887 F1: Represents a restricted stock award, all of which shall vest on August 3, 2027 or, if earlier, immediately prior to the 2027 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award, all of which shall vest on August 3, 2027 or, if earlier, immediately prior to the 2027 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company.
PTC INC.
Report date December 31, 2025 · Filed January 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,196 |
Ending reported balance
After 2025-12-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-31 · Exercise / conversion · Acquired 30,619 · Balance 43,005 Row 2 · 2025-12-31 · Tax withholding · Disposed 14,809 · Balance 28,196 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 2025-12-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-12-31 · Exercise / conversion · Disposed 2,693 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3: RSUs granted on November 15, 2023 that vested in accordance with the Reporting Person's Executive Agreement. 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 | 0 |
Reported balance
After 2025-12-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-31 · Exercise / conversion · Disposed 8,081 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3: RSUs granted on November 15, 2023 that vested in accordance with the Reporting Person's Executive Agreement. 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 | 0 |
Reported balance
After 2025-12-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-31 · Exercise / conversion · Disposed 5,387 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3: RSUs granted on November 15, 2023 that vested in accordance with the Reporting Person's Executive Agreement. 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 | 0 |
Reported balance
After 2025-12-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-12-31 · Exercise / conversion · Disposed 2,154 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4: RSUs granted on November 13, 2024 that vested in accordance with the Reporting Person's Executive Agreement. 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 | 0 |
Reported balance
After 2025-12-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-12-31 · Exercise / conversion · Disposed 4,307 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4: RSUs granted on November 13, 2024 that vested in accordance with the Reporting Person's Executive Agreement. 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 | 0 |
Reported balance
After 2025-12-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-12-31 · Exercise / conversion · Disposed 2,666 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5: RSUs granted on November 19, 2025 that vested in accordance with the Reporting Person's Executive Agreement. 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 | 0 |
Reported balance
After 2025-12-31 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-12-31 · Exercise / conversion · Disposed 5,331 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5: RSUs granted on November 19, 2025 that vested in accordance with the Reporting Person's Executive Agreement. F6: 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 November 15, 2023 that vested in accordance with the Reporting Person's Executive Agreement.
F4: RSUs granted on November 13, 2024 that vested in accordance with the Reporting Person's Executive Agreement.
F5: RSUs granted on November 19, 2025 that vested in accordance with the Reporting Person's Executive Agreement.
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 15, 2022 Filed Nov 17, 2022 23:00 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 47,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015506 · section16.xml · nonDerivative · entry 1 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,298 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 17, 2021 Filed Nov 18, 2021 23:44 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 13,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012437 · section16.xml · derivative · entry 5 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,582 Underlying: Common Stock · 13,582 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F7 · derivative.exercise_date: Service-based RSUs that vest in three substantially equal installments on November 15, 2022, 2023 and 2024. F7 · derivative.expiration_date: Service-based RSUs that vest in three substantially equal installments on November 15, 2022, 2023 and 2024. F8 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 23:44 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 6,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012437 · section16.xml · derivative · entry 4 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,791 Underlying: Common Stock · 6,791 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F6 · derivative.exercise_date: Target performance-based RSUs that can be earned to the extent the rTSR performance measure is met for FY24. RSUs earned will vest on November 15, 2024. F6 · derivative.expiration_date: Target performance-based RSUs that can be earned to the extent the rTSR performance measure is met for FY24. RSUs earned will vest on November 15, 2024. F8 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 23:44 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 6,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012437 · section16.xml · derivative · entry 3 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,791 Underlying: Common Stock · 6,791 shares Expires not disclosed F4 · 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 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, 2022, 2023 and 2024. F5 · derivative.expiration_date: Target performance-based RSUs that can be earned to the extent the 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, 2022, 2023 and 2024. F8 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 23:44 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 8,996 | $120.41 | $1,083,202.96 |
DisclosureSEC source: 0001654954-21-012437 · section16.xml · nonDerivative · entry 2 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,205 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $119.98 to $120.61. 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 16, 2021 Filed Nov 18, 2021 23:44 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 3,486 | $119.49 | $416,536.21 |
DisclosureSEC source: 0001654954-21-012437 · section16.xml · nonDerivative · entry 1 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,201 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $118.97 to $119.96. 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 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 3,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 19 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,720 Underlying: Common Stock · 3,678 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F14 · derivative.exercise_date: Performance based RSUs granted on November 17, 2020 that vested on November 15, 2021. F14 · derivative.expiration_date: Performance based RSUs granted on November 17, 2020 that vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 5,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 18 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,720 Underlying: Common Stock · 5,722 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F13 · derivative.exercise_date: Performance based RSUs granted on November 17, 2020 that vested on November 15, 2021. F13 · derivative.expiration_date: Performance based RSUs granted on November 17, 2020 that vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 5,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 17 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,442 Underlying: Common Stock · 5,721 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F12 · derivative.exercise_date: RSUs granted on November 17, 2020 that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F12 · derivative.expiration_date: RSUs granted on November 17, 2020 that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 16 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 990 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F11 · derivative.exercise_date: Performance-based RSUs granted on May 18, 2020 that could be earned for FY21 that were earned and vested on November 15, 2021. F11 · derivative.expiration_date: Performance-based RSUs granted on May 18, 2020 that could be earned for FY21 that were earned and vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 15 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 990 Underlying: Common Stock · 990 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. F11 · derivative.exercise_date: Performance-based RSUs granted on May 18, 2020 that could be earned for FY21 that were earned and vested on November 15, 2021. F11 · derivative.expiration_date: Performance-based RSUs granted on May 18, 2020 that could be earned for FY21 that were earned and vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 903 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 14 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 903 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F10 · derivative.exercise_date: Performance-based RSUs granted on May 18, 2020 that could be earned for FY21 that were earned and vested on November 15, 2021. F10 · derivative.expiration_date: Performance-based RSUs granted on May 18, 2020 that could be earned for FY21 that were earned and vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 903 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 13 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 903 Underlying: Common Stock · 903 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. F10 · derivative.exercise_date: Performance-based RSUs granted on May 18, 2020 that could be earned for FY21 that were earned and vested on November 15, 2021. F10 · derivative.expiration_date: Performance-based RSUs granted on May 18, 2020 that could be earned for FY21 that were earned and vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | OtherRestricted Stock Units · Derivative | 1,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 12 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,244 Underlying: Common Stock · 1,244 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. F9 · derivative.exercise_date: RSUs granted on May 18, 2020 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F9 · derivative.expiration_date: RSUs granted on May 18, 2020 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 6,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 11 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,071 Underlying: Common Stock · 6,071 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. F3 · 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 21, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F8 · derivative.expiration_date: RSUs granted on November 21, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 4,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 10 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,833 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F7 · derivative.exercise_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY21 that were earned and vested on November 15, 2021. F7 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY21 that were earned and vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 4,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 9 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,833 Underlying: Common Stock · 4,833 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. F7 · derivative.exercise_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY21 that were earned and vested on November 15, 2021. F7 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY21 that were earned and vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 4,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 8 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,409 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. 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: Performance based RSUs granted on November 21, 2019 that could be earned for FY21 that were earned and vested on November 15, 2021. F6 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY21 that were earned and vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 4,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 7 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,409 Underlying: Common Stock · 4,409 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: Performance based RSUs granted on November 21, 2019 that could be earned for FY21 that were earned and vested on November 15, 2021. F6 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY21 that were earned and vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 8,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 6 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,556 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. 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 on May 15, 2019 that vested on November 15, 2021. F5 · derivative.expiration_date: Performance based RSUs granted on on May 15, 2019 that vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 8,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 5 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,556 Underlying: Common Stock · 8,556 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 on May 15, 2019 that vested on November 15, 2021. F5 · derivative.expiration_date: Performance based RSUs granted on on May 15, 2019 that vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 4,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · derivative · entry 4 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,278 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. 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: RSUs granted on May 15, 2019 that vested on November 15, 2021. F4 · derivative.expiration_date: RSUs granted on May 15, 2019 that vested on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 21,392 | $120.05 | $2,568,109.60 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · nonDerivative · entry 3 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,687 F2 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person on the shares serviced. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 4,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · nonDerivative · entry 2 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,079 F1 · shares: Shares earned under FY21 Corporate Incentive Plan. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 01:32 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 46,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-012386 · section16.xml · nonDerivative · entry 1 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,447 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 29, 2021 Filed Feb 1, 2021 21:05 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,000 | $137.67 | $275,340.00 |
DisclosureSEC source: 0001654954-21-001026 · section16.xml · nonDerivative · entry 1 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,805 Read SEC document |
| December 01, 2020 Filed Dec 1, 2020 21:24 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,813 | $108.42 | $304,977.02 |
DisclosureSEC source: 0001654954-20-013105 · section16.xml · nonDerivative · entry 2 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,805 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $108.202 to $108.79. 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 |
| December 01, 2020 Filed Dec 1, 2020 21:24 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 3,350 | $107.59 | $360,419.80 |
DisclosureSEC source: 0001654954-20-013105 · section16.xml · nonDerivative · entry 1 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,618 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $107.075 to $107.84. 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 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 17,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012724 · section16.xml · derivative · entry 3 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,163 Underlying: Common Stock · 17,163 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: 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. F5 · 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 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 8,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012724 · section16.xml · derivative · entry 2 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,581 Underlying: Common Stock · 8,581 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: 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. F3 · 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. F5 · 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 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 8,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012724 · section16.xml · derivative · entry 1 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,581 Underlying: Common Stock · 8,581 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: 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. F2 · 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. F5 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · derivative · entry 10 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 746 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. F10 · derivative.exercise_date: Performance-based RSUs granted on May 18, 2020 that were earned for the FY20 performance period. F10 · derivative.expiration_date: Performance-based RSUs granted on May 18, 2020 that were earned for the FY20 performance period. F11 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · derivative · entry 9 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 388 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. F9 · derivative.exercise_date: Performance-based RSUs granted on May 18, 2020 that were earned for the FY20 performance period. F9 · derivative.expiration_date: Performance-based RSUs granted on May 18, 2020 that were earned for the FY20 performance period. F11 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · derivative · entry 8 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,488 Underlying: Common Stock · 1,245 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 May 18, 2020 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F8 · derivative.expiration_date: RSUs granted on May 18, 2020 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F11 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 6,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · derivative · entry 7 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,142 Underlying: Common Stock · 6,071 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. F11 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 3,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · derivative · entry 6 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,643 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 were earned for the FY20 performance period. F6 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that were earned for the FY20 performance period. F11 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · derivative · entry 5 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,897 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 were earned for the FY20 performance period. F5 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that were earned for the FY20 performance period. F11 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · derivative · entry 4 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,139 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: Performance based RSUs granted on May 15, 2019 that were earned for the FY20 performance period. F4 · derivative.expiration_date: Performance based RSUs granted on May 15, 2019 that were earned for the FY20 performance period. F11 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 4,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · derivative · entry 3 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,556 Underlying: Common Stock · 4,278 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 May 15, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F3 · derivative.expiration_date: RSUs granted on May 15, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F11 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 7,925 | $97.21 | $770,389.25 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · nonDerivative · entry 2 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,968 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 20,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012634 · section16.xml · nonDerivative · entry 1 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,893 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 21:13 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 832 | $94.68 | $78,773.76 |
DisclosureSEC source: 0001654954-20-012482 · section16.xml · nonDerivative · entry 2 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,486 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 21:13 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 2,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012482 · section16.xml · nonDerivative · entry 1 Talvitie Kristian · CIK 0001777095 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,318 Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 21:57 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 4,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012030 · section16.xml · derivative · entry 1 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,389 Underlying: Common Stock · 4,389 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 20:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Unit · Derivative | 2,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-010526 · section16.xml · derivative · entry 2 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,285 Underlying: Common Stock · 2,285 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: Performance-based RSUs granted on November 21, 2019 and May 18, 2020 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. F4 · derivative.expiration_date: Performance-based RSUs granted on November 21, 2019 and May 18, 2020 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 |
| September 24, 2020 Filed Sep 28, 2020 20:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Unit · Derivative | 2,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-010526 · section16.xml · derivative · entry 1 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,139 Underlying: Common Stock · 2,139 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 May 15, 2019, that could be earned for the FY20 performance period. 50% 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 May 15, 2019, that could be earned for the FY20 performance period. 50% 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 |
| May 18, 2020 Filed May 19, 2020 20:03 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 3,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-005761 · section16.xml · derivative · entry 1 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,946 Underlying: Common Stock · 0 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 May 18, 2020 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. The grant is part of an overall compensation increase. F2 · derivative.expiration_date: RSUs granted May 18, 2020 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. The grant is part of an overall compensation increase. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 21:03 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 18,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013367 · section16.xml · derivative · entry 1 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,213 Underlying: Common Stock · 18,213 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: Service-based RSU's granted on November 21, 2019 that vest in three substantial installments on November 15, 2020, 2021 and 2022. F2 · derivative.expiration_date: Service-based RSU's granted on November 21, 2019 that vest in three substantial installments on November 15, 2020, 2021 and 2022. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:17 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013185 · section16.xml · derivative · entry 7 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,538 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. 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: Performance-based RSUs granted on May 15, 2019 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 59.33% and 2,538 RSUs were earned and vested. F6 · derivative.expiration_date: Performance-based RSUs granted on May 15, 2019 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 59.33% and 2,538 RSUs were earned and vested. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:17 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 2,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013185 · section16.xml · derivative · entry 6 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,538 Underlying: Common Stock · 2,538 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: Performance-based RSUs granted on May 15, 2019 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 59.33% and 2,538 RSUs were earned and vested. F6 · derivative.expiration_date: Performance-based RSUs granted on May 15, 2019 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 59.33% and 2,538 RSUs were earned and vested. F5 · 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.