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, 2019 Filed Nov 19, 2019 21:17 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 4,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013185 · section16.xml · derivative · entry 5 Talvitie Kristian · CIK 0001777095 · 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. 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: Time-based RSU's granted on May 15, 2019 that vest in three subsequent installments on November 15, 2019, 2020 and 2021. F4 · derivative.expiration_date: Time-based RSU's granted on May 15, 2019 that vest in three subsequent installments on November 15, 2019, 2020 and 2021. 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 | Tax withholdingCommon Stock | 2,009 | $74.09 | $148,846.81 |
DisclosureSEC source: 0001654954-19-013185 · section16.xml · nonDerivative · entry 4 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,163 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 15, 2019 Filed Nov 19, 2019 21:17 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 6,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013185 · section16.xml · nonDerivative · entry 3 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,172 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 15, 2019 Filed Nov 19, 2019 21:17 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 566 | $74.09 | $41,934.94 |
DisclosureSEC source: 0001654954-19-013185 · section16.xml · nonDerivative · entry 2 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,356 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 15, 2019 Filed Nov 19, 2019 21:17 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 1,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013185 · section16.xml · nonDerivative · entry 1 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,922 F1 · shares: Bonus shares granted upon satisfaction of performance conditions for FY 2019. Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:01 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 12,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-006264 · section16.xml · derivative · entry 1 Talvitie Kristian · CIK 0001777095 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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: Time-based RSUs granted on May 15, 2019 that vest in three substantially equal installments on November 15, 2019, 2020 and 2021. F2 · derivative.expiration_date: Time-based RSUs granted on May 15, 2019 that vest in three substantially equal installments on November 15, 2019, 2020 and 2021. 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.