Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FEDERATED HERMES, INC.FHI · Entity 3961 | Director | May 01, 2026 | May 04, 2026 |
| MATTHEWS INTERNATIONAL CORPMATW · Entity 5295 | Director · President and CEO | November 20, 2025 | November 24, 2025 |
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.
FEDERATED HERMES, INC.
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 22,450 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 2,000 · Balance 22,450 |
MATTHEWS INTERNATIONAL CORP
Report date November 20, 2025 · Filed November 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 635,812 |
Ending reported balance
After 2025-11-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-11-20 · Exercise / conversion · Acquired 90,000 · Balance 674,953 F1: On November 20, 2025, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. Row 2 · 2025-11-20 · Tax withholding · Disposed 39,141 · Balance 635,812 F2: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-11-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-11-20 · Exercise / conversion · Disposed 45,000 · Balance 0 F1: On November 20, 2025, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 20, 2025, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%.
F2: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units.
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 01, 2026 Filed May 4, 2026 20:05 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-203954 · ownership.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,450 Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 16:11 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 45,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000084 · wk-form4_1764000704.xml · derivative · entry 3 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 90,000 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. F1 · derivative.exercise_date: On November 20, 2025, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. F1 · derivative.expiration_date: On November 20, 2025, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. F1 · derivative.underlying_shares: On November 20, 2025, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 16:11 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 39,141 | $25.10 | $982,439.10 |
DisclosureSEC source: 0000063296-25-000084 · wk-form4_1764000704.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,812 F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 16:11 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 90,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000084 · wk-form4_1764000704.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 674,953 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. F1 · kind: On November 20, 2025, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 19:29 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 145,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000063 · wk-form4_1763494141.xml · derivative · entry 4 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,800 Underlying: Class A Common Stock · 145,800 shares Expires not disclosed F3 · derivative.exercise_price: Award of restricted share units under the Company's Amended and Restated 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below. F4 · derivative.exercise_date: In general, 40% of the grant vests on November 17, 2028; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 17, 2028. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. F4 · derivative.expiration_date: In general, 40% of the grant vests on November 17, 2028; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 17, 2028. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. F4 · derivative.underlying_shares: In general, 40% of the grant vests on November 17, 2028; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 17, 2028. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 19:29 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 60,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000063 · wk-form4_1763494141.xml · derivative · entry 3 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 Underlying: Class A Common Stock · 60,000 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. F1 · derivative.exercise_date: On November 14, 2025, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. F1 · derivative.expiration_date: On November 14, 2025, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. F1 · derivative.underlying_shares: On November 14, 2025, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 19:29 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 26,094 | $24.93 | $650,523.42 |
DisclosureSEC source: 0000063296-25-000063 · wk-form4_1763494141.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 584,953 F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 19:29 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000063 · wk-form4_1763494141.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 611,047 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. F1 · kind: On November 14, 2025, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| April 25, 2025 Filed Apr 28, 2025 20:00 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-059271 · ownership.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,450 Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 14:49 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000106 · wk-form4_1732546188.xml · derivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 60,000 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. F1 · derivative.exercise_date: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. F1 · derivative.expiration_date: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. F1 · derivative.underlying_shares: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 14:49 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000106 · wk-form4_1732546188.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,047 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. F1 · kind: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 20:58 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 145,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000080 · wk-form4_1732136314.xml · derivative · entry 3 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,800 Underlying: Class A Common Stock · 145,800 shares Expires not disclosed F2 · derivative.exercise_price: Award of restricted share units under the Company's Amended and Restated 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below. F3 · derivative.exercise_date: In general, 40% of the grant vests on November 18, 2027; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 18, 2027. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. F3 · derivative.expiration_date: In general, 40% of the grant vests on November 18, 2027; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 18, 2027. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. F3 · derivative.underlying_shares: In general, 40% of the grant vests on November 18, 2027; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 18, 2027. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. Read SEC document |
| November 17, 2024 Filed Nov 20, 2024 20:58 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 40,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000080 · wk-form4_1732136314.xml · derivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 40,000 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. F1 · derivative.exercise_date: On November 17, 2024, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. F1 · derivative.expiration_date: On November 17, 2024, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. F1 · derivative.underlying_shares: On November 17, 2024, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| November 17, 2024 Filed Nov 20, 2024 20:58 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000080 · wk-form4_1732136314.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491,047 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. F1 · kind: On November 17, 2024, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| April 26, 2024 Filed Apr 29, 2024 20:05 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-049837 · ownership.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,050 Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 16:34 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GiftClass A Common Stock | 7,275 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000129 · wk-form4_1703090060.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,047 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 20:35 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 135,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000119 · wk-form4_1700512494.xml · derivative · entry 3 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 203,250 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. F1 · derivative.exercise_date: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%. F1 · derivative.expiration_date: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%. F1 · derivative.underlying_shares: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 20:35 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 88,395 | $38.07 | $3,365,197.65 |
DisclosureSEC source: 0000063296-23-000119 · wk-form4_1700512494.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,322 F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 20:35 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 203,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000119 · wk-form4_1700512494.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,717 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. F1 · kind: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 16:19 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000090 · wk-form4_1700065146.xml · derivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · derivative.exercise_price: Award of restricted share units under the Company's Amended and Restated 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below. F2 · derivative.exercise_date: In general, 40% of the grant vests on November 13, 2026; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 13, 2026. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. F2 · derivative.expiration_date: In general, 40% of the grant vests on November 13, 2026; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 13, 2026. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. F2 · derivative.underlying_shares: In general, 40% of the grant vests on November 13, 2026; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 13, 2026. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. Read SEC document |
| April 28, 2023 Filed Apr 28, 2023 20:03 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026020 · doc4.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,650 Read SEC document |
| December 21, 2022 Filed Dec 21, 2022 20:44 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GiftClass A Common Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000129 · wf-form4_167165542884551.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,467 Read SEC document |
| November 21, 2022 Filed Nov 21, 2022 21:29 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | SaleClass A Common Stock | 10,000 | $30.17 | $301,700.00 |
DisclosureSEC source: 0000063296-22-000119 · wf-form4_166906616571891.xml · nonDerivative · entry 3 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,117 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:29 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 26,227 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000119 · wf-form4_166906616571891.xml · derivative · entry 4 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 45,149 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. F1 · derivative.exercise_date: On November 17, 2022, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 172.15%. The remaining shares subject to the restricted stock unit award were forfeited. F1 · derivative.expiration_date: On November 17, 2022, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 172.15%. The remaining shares subject to the restricted stock unit award were forfeited. F1 · derivative.underlying_shares: On November 17, 2022, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 172.15%. The remaining shares subject to the restricted stock unit award were forfeited. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:29 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 19,631 | $27.54 | $540,637.74 |
DisclosureSEC source: 0000063296-22-000119 · wf-form4_166906616571891.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,117 F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:29 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 45,149 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000119 · wf-form4_166906616571891.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,748 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. F1 · kind: On November 17, 2022, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 172.15%. The remaining shares subject to the restricted stock unit award were forfeited. Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 21:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerClass A Common Stock | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000086 · wf-form4_166863350234947.xml · nonDerivative · entry 3 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,599 Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 150,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000086 · wf-form4_166863350234947.xml · derivative · entry 5 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Class A Common Stock · 150,000 shares Expires not disclosed F3 · derivative.exercise_price: Award of restricted share units under the Company's Amended and Restated 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below. F4 · derivative.exercise_date: In general, 40% of the grant vests on November 14, 2025; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2025. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited. F4 · derivative.expiration_date: In general, 40% of the grant vests on November 14, 2025; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2025. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited. F4 · derivative.underlying_shares: In general, 40% of the grant vests on November 14, 2025; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2025. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 28,245 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000086 · wf-form4_166863350234947.xml · derivative · entry 4 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,455 Underlying: Class A Common Stock · 28,245 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. F1 · derivative.exercise_date: On November 14, 2022, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. F1 · derivative.expiration_date: On November 14, 2022, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 12,281 | $27.60 | $338,955.60 |
DisclosureSEC source: 0000063296-22-000086 · wf-form4_166863350234947.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,849 F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 28,245 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000086 · wf-form4_166863350234947.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,130 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. F1 · kind: On November 14, 2022, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:33 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026747 · doc4.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,250 Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 23:34 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 20,430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000139 · wf-form4_163762407704977.xml · derivative · entry 3 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 23,437 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. F1 · derivative.exercise_date: On November 18, 2021, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 114.72%. The remaining shares subject to the restricted stock unit award were forfeited. F1 · derivative.expiration_date: On November 18, 2021, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 114.72%. The remaining shares subject to the restricted stock unit award were forfeited. F1 · derivative.underlying_shares: On November 18, 2021, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 114.72%. The remaining shares subject to the restricted stock unit award were forfeited. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 23:34 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 10,191 | $38.55 | $392,863.05 |
DisclosureSEC source: 0000063296-21-000139 · wf-form4_163762407704977.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,885 F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 23:34 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 23,437 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000139 · wf-form4_163762407704977.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,076 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. F1 · kind: On November 18, 2021, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 114.72%. The remaining shares subject to the restricted stock unit award were forfeited. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 20:09 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000121 · wf-form4_163735253190165.xml · derivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · derivative.exercise_price: Award of restricted share units under the Company's 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below. F2 · derivative.exercise_date: In general, 40% of the grant vests on November 17, 2024; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 17, 2024. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited. F2 · derivative.expiration_date: In general, 40% of the grant vests on November 17, 2024; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 17, 2024. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited. F2 · derivative.underlying_shares: In general, 40% of the grant vests on November 17, 2024; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 17, 2024. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 21:35 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerClass A Common Stock | 11,833 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000096 · wf-form4_163718493971023.xml · nonDerivative · entry 3 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,639 Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:35 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 27,240 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000096 · wf-form4_163718493971023.xml · derivative · entry 4 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,860 Underlying: Class A Common Stock · 27,240 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. F1 · derivative.exercise_date: On November 15, 2021, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. F1 · derivative.expiration_date: On November 15, 2021, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:35 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 11,844 | $39.03 | $462,271.32 |
DisclosureSEC source: 0000063296-21-000096 · wf-form4_163718493971023.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,472 F2 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:35 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 27,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000096 · wf-form4_163718493971023.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,316 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. F1 · kind: On November 15, 2021, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:14 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029853 · doc4.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,900 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 19:01 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | SaleClass A Common Stock | 5,000 | $29.16 | $145,800.00 |
DisclosureSEC source: 0000063296-20-000126 · wf-form4_160624446914463.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,076 Read SEC document |
| November 19, 2020 Filed Nov 20, 2020 20:39 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerClass A Common Stock | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-20-000113 · wf-form4_160590476411534.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,076 Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 22:50 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 135,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-20-000090 · wf-form4_160573981438558.xml · derivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,500 Underlying: Class A Common Stock · 135,500 shares Expires not disclosed F2 · derivative.exercise_price: Award of restricted share units under the Company's 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below. F3 · derivative.exercise_date: In general, 50% of the grant vests on November 16, 2023; 25% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 25% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 16, 2023. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. F3 · derivative.expiration_date: In general, 50% of the grant vests on November 16, 2023; 25% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 25% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 16, 2023. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. F3 · derivative.underlying_shares: In general, 50% of the grant vests on November 16, 2023; 25% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 25% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 16, 2023. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 22:50 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 14,000 | $26.03 | $364,420.00 |
DisclosureSEC source: 0000063296-20-000090 · wf-form4_160573981438558.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,326 F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares. Read SEC document |
| May 01, 2020 Filed May 1, 2020 20:18 UTC | FEDERATED HERMES, INC. FHI · Entity 3961 | GrantClass B Common Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-026521 · doc4.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,650 Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 16:10 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerClass A Common Stock | 5,916 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-19-000139 · wf-form4_157469819878323.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,326 Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 22:07 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 15,500 | $34.77 | $538,935.00 |
DisclosureSEC source: 0000063296-19-000101 · wf-form4_157428766026694.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,242 F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 22:11 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 80,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-19-000085 · wf-form4_157376947179833.xml · derivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,700 Underlying: Class A Common Stock · 80,700 shares Expires not disclosed F1 · derivative.exercise_price: Award of restricted share units under the Company's 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below. F2 · derivative.exercise_date: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 12, 2022. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2022 will be forfeited. F2 · derivative.expiration_date: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 12, 2022. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2022 will be forfeited. F2 · derivative.underlying_shares: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 12, 2022. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2022 will be forfeited. Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 20:08 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GrantClass B Common Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026409 · doc4.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 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.