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BARTOLACCI JOSEPH C

Disclosed activity across 2 companies

Tapewire entity
50067
SEC CIK
0001211955

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
FEDERATED HERMES, INC.FHI · Entity 3961DirectorMay 01, 2026May 04, 2026
MATTHEWS INTERNATIONAL CORPMATW · Entity 5295Director · President and CEONovember 20, 2025November 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table I · non-derivativeDirect22,450 Reported balance After 2026-05-01 transaction · row 1
1 source row

Row 1 · 2026-05-01 · Grant · Acquired 2,000 · Balance 22,450

MATTHEWS INTERNATIONAL CORP

Report date November 20, 2025 · Filed November 24, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect635,812 Ending reported balance After 2025-11-20 transaction · row 2
2 source rows · reconciled sequence

Row 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 $0.00Direct0 Reported balance After 2025-11-20 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.