Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PTC INC.PTC · Entity 3317 | Chief Accounting Officer | May 12, 2026 | May 12, 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 May 12, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,265 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Sale · Disposed 816 · Balance 1,265 |
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 |
|---|---|---|---|---|---|---|
| May 12, 2026 Filed May 12, 2026 20:06 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 816 | $145.83 | $118,993.20 |
DisclosureSEC source: 0001654954-26-004735 · form4.xml · nonDerivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,265 Read SEC document |
| May 07, 2026 Filed May 8, 2026 22:09 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 370 | $147.65 | $54,630.50 |
DisclosureSEC source: 0001654954-26-004635 · form4.xml · nonDerivative · entry 2 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,081 F3 · 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 |
| May 07, 2026 Filed May 8, 2026 22:09 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-26-004635 · form4.xml · nonDerivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,451 F1 · shares: RSUs granted on May 7, 2026 that vested on May 7, 2026. F2 · balance_after: Amount reflects 58 shares purchased under the 2016 Employee Stock Purchase Plan for the offering period ending January 31, 2026. Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 21:02 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,323 | $173.52 | $229,566.96 |
DisclosureSEC source: 0002007480-25-000006 · section16.xml · nonDerivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,207 Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 21:07 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 325 | $170.43 | $55,389.75 |
DisclosureSEC source: 0002007480-25-000004 · section16.xml · nonDerivative · entry 2 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,530 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 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 1,104 | $0.00 | $0.00 |
DisclosureSEC source: 0002007480-25-000004 · section16.xml · nonDerivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,855 F1 · shares: Shares earned under the FY25 Corporate Incentive Plan. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 916 | $0.00 | $0.00 |
DisclosureSEC source: 0002007480-25-000004 · section16.xml · derivative · entry 4 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 916 Underlying: Common Stock · 916 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: RSUs granted on November 19, 2025 that vest in three substantially equal installments on November 15, 2026, 2027 and 2028. F5 · derivative.expiration_date: RSUs granted on November 19, 2025 that vest in three substantially equal installments on November 15, 2026, 2027 and 2028. F6 · 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 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 916 | $0.00 | $0.00 |
DisclosureSEC source: 0002007480-25-000004 · section16.xml · derivative · entry 3 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 916 Underlying: Common Stock · 916 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. F6 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 235 | $0.00 | $0.00 |
DisclosureSEC source: 0002007480-25-000003 · section16.xml · derivative · entry 6 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 516 Underlying: Common Stock · 235 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 13, 2024 that vest to the extent earned on November 15, 2025, 2026 and 2027. F6 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 259 | $0.00 | $0.00 |
DisclosureSEC source: 0002007480-25-000003 · section16.xml · derivative · entry 5 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 516 Underlying: Common Stock · 259 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: RSUs granted on November 13, 2024 that vest in three substantially equal installments on November 15, 2025, 2026 and 2027. F5 · 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 808 | $0.00 | $0.00 |
DisclosureSEC source: 0002007480-25-000003 · section16.xml · derivative · entry 4 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 808 Underlying: Common Stock · 808 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 770 | $0.00 | $0.00 |
DisclosureSEC source: 0002007480-25-000003 · section16.xml · derivative · entry 3 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 770 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: RSUs granted on November 16, 2022 that vested on November 15, 2025. F3 · derivative.expiration_date: RSUs granted on November 16, 2022 that vested on November 15, 2025. 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 610 | $179.61 | $109,562.10 |
DisclosureSEC source: 0002007480-25-000003 · section16.xml · nonDerivative · entry 2 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,751 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 21:54 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 2,072 | $0.00 | $0.00 |
DisclosureSEC source: 0002007480-25-000003 · section16.xml · nonDerivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,361 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 04, 2025 Filed Aug 4, 2025 20:02 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 676 | $216.46 | $146,323.58 |
DisclosureSEC source: 0001654954-25-008931 · section16.xml · nonDerivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289 F1 · balance_after: Amount includes 71 shares purchased under the 2016 Employee Stock Purchase Plan for the offering period ending January 31, 2025 and 64 shares purchased under the 2016 Employee Stock Purchase Plan for the offering period ending July 31, 2025. Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 21:06 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,703 | $193.20 | $329,026.75 |
DisclosureSEC source: 0001654954-24-014833 · section16.xml · nonDerivative · entry 3 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 830 F3 · price: This transaction was executed in multiple trades at prices ranging from $193.20 to $193.23. 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 21, 2024 Filed Nov 22, 2024 21:06 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 282 | $192.75 | $54,355.50 |
DisclosureSEC source: 0001654954-24-014833 · section16.xml · nonDerivative · entry 2 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,533 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 21:06 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 958 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014833 · section16.xml · nonDerivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,815 F1 · shares: Shares earned under the FY24 Corporate Incentive Plan. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 21:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 808 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014607 · section16.xml · derivative · entry 5 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,616 Underlying: Common Stock · 808 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: RSUs granted on November 15, 2023 that vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F5 · derivative.expiration_date: RSUs granted on November 15, 2023 that vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F6 · 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 21:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 770 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014607 · section16.xml · derivative · entry 4 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 770 Underlying: Common Stock · 770 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 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F4 · derivative.expiration_date: RSUs granted on November 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F6 · 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 21:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014607 · section16.xml · derivative · entry 3 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 835 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: RSUs granted on November 17, 2021 that vested on November 15, 2024. F3 · derivative.expiration_date: RSUs granted on November 17, 2021 that vested on November 15, 2024. F6 · 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 21:03 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 710 | $190.01 | $134,907.10 |
DisclosureSEC source: 0001654954-24-014607 · section16.xml · nonDerivative · entry 2 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,857 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 21:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 2,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014607 · section16.xml · nonDerivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,567 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 22:43 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014491 · section16.xml · derivative · entry 2 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 775 Underlying: Common Stock · 775 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: RSUs granted on November 13, 2024 that vest in three substantially equal installments on November 15, 2025, 2026 and 2027. F3 · derivative.expiration_date: RSUs granted on November 13, 2024 that vest in three substantially equal installments on November 15, 2025, 2026 and 2027. F4 · 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 22:43 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014491 · section16.xml · derivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 775 Underlying: Common Stock · 775 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. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| August 20, 2024 Filed Aug 20, 2024 20:02 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 590 | $176.08 | $103,887.20 |
DisclosureSEC source: 0001654954-24-010951 · section16.xml · nonDerivative · entry 1 CHRISTENSON ALICE · CIK 0002007480 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154 F1 · balance_after: Amount reflects 69 shares purchased under the 2016 Employee Stock Purchase Plan for the offering period ending July 31, 2024. 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.