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 |
|---|---|---|---|---|---|---|
| November 15, 2018 Filed Nov 16, 2018 22:07 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 10,034 | $40.55 | $406,878.70 |
DisclosureSEC source: 0000063296-18-000121 · wf-form4_154240604687846.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,742 F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 22:07 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 68,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-18-000121 · wf-form4_154240604687846.xml · derivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,100 Underlying: Class A Common Stock · 68,100 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, 40% of the grant vests on November 14, 2021; 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, 2021. 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, 2021 will be forfeited. F3 · derivative.expiration_date: In general, 40% of the grant vests on November 14, 2021; 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, 2021. 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, 2021 will be forfeited. F3 · derivative.underlying_shares: In general, 40% of the grant vests on November 14, 2021; 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, 2021. 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, 2021 will be forfeited. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 19:16 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 15,435 | $43.57 | $672,502.95 |
DisclosureSEC source: 0000063296-18-000087 · wf-form4_154222298355031.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,776 F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares. Read SEC document |
| April 27, 2018 Filed Apr 30, 2018 21:56 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GrantClass B Common Stock | 2,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001056288-18-000019 · primary_doc.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,150 Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 21:28 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 11,751 | $57.78 | $678,972.78 |
DisclosureSEC source: 0000063296-17-000093 · wf-form4_151095412289684.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,211 F2 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:28 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantClass A Common Stock | 67,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-17-000093 · wf-form4_151095412289684.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,962 F1 · kind: Award of restricted stock under the Company's 2012 Equity Incentive Plan, subject to the agreement entered into under the Plan. In General, 50% of the shares vest on November 15, 2020, subject to continuing employment at that time; 25% of the shares vest in increments of one-third upon the stock price of the Company reaching 105%, 115% and 125% of the price of the Company's common stock on the date of the award for ten consecutive trading days, respectively; and 25% of the shares vest in increments of one-third upon the adjusted earnings per share of the company reaching $3.89, $4.20 and $4.54; and in any event no earlier than one year from the date of the grant, subject to continuing employment at that time. Shares that do not achieve the stock price thresholds on or before November 15, 2022 will be forfeited. Shares that do not achieve the adjusted earnings per share thresholds on or before November 15, 2020 will be forfeited. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 17:02 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 22,000 | $58.64 | $1,290,080.00 |
DisclosureSEC source: 0000063296-17-000059 · wf-form4_151076535351678.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,462 F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares. Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:33 UTC | FEDERATED HERMES, INC. FII · Entity 3961 | GrantClass B Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001318148-17-000014 · primary_doc.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 15:39 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | SaleClass A Common Stock | 3,000 | $73.23 | $219,690.00 |
DisclosureSEC source: 0000063296-16-000203 · primary_doc.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,462 F2 · kind: Sales of shares to the registrant. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 15:39 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 2,916 | $73.23 | $213,538.68 |
DisclosureSEC source: 0000063296-16-000203 · primary_doc.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,462 F1 · kind: Sales of shares to the registrant to cover tax withholdings on the vesting of restricted shares. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 16:58 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 4,117 | $71.55 | $294,571.35 |
DisclosureSEC source: 0000063296-16-000189 · primary_doc.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,378 F1 · kind: Sale of shares to the registrant to cover tax withholdings on the vesting of restricted shares. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 19:25 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 7,983 | $67.40 | $538,054.20 |
DisclosureSEC source: 0000063296-16-000177 · primary_doc.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,495 F2 · kind: Sale of shares to the registrant to cover tax withholdings on the vesting of restricted shares. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 19:25 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantClass A Common Stock | 71,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-16-000177 · primary_doc.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,495 F1 · kind: Award of restricted stock under the Company's 2012 Equity Incentive Plan, subject to the agreement entered into under the Plan. In General, 50% of the shares vest on November 16, 2019, subject to continuing employment at that time; 25% of the shares vest in increments of one-third upon the stock price of the Company reaching 105%, 115% and 125% of the price of the Company's common stock on the date of the award for ten consecutive trading days, respectively; and 25% of the shares vest in increments of one-third upon the adjusted earnings per share of the company reaching $3.65, $3.94 and $4.26; and in any event no earlier than one year from the date of the grant, subject to continuing employment at that time. Shares that do not achieve the stock price thresholds on or before November 16, 2021 will be forfeited. Shares that do not achieve the adjusted earnings per share thresholds on or before November 16, 2019 will be forfeited. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 21:12 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerEmployee Stock Option · Derivative | 34,166 | $40.56 Strike: $40.56 | $1,385,772.96 |
DisclosureSEC source: 0000063296-16-000168 · primary_doc.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 · 34,166 shares Expires 2016-11-15 F2 · shares: The transaction represents the forfeiture of employee stock options, granted under the Company's 1992 Stock Incentive Plan, which did not meet a stock price performance target prior to the expiration of the option term. Read SEC document |
| November 13, 2016 Filed Nov 15, 2016 21:12 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 25,000 | $66.95 | $1,673,750.00 |
DisclosureSEC source: 0000063296-16-000168 · primary_doc.xml · nonDerivative · entry 2 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,478 F1 · kind: Sale of Shares to the registrant to cover tax withholdings on the vesting of restricted shares. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 21:12 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 4,017 | $66.65 | $267,733.05 |
DisclosureSEC source: 0000063296-16-000168 · primary_doc.xml · nonDerivative · entry 1 BARTOLACCI JOSEPH C · CIK 0001211955 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,478 F1 · kind: Sale of Shares to the registrant to cover tax withholdings on the vesting of restricted shares. 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.