Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ChronoScale Holdings CorpEKSO · Entity 4331 | Director | May 16, 2025 | May 19, 2025 |
| PTC INC.PTC · Entity 3317 | Director | October 05, 2026 | October 06, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ChronoScale Holdings Corp
Report date May 16, 2025 · Filed May 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 462,409 |
Reported balance
After 2025-05-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-16 · Grant · Acquired 236,202 · Balance 462,409 F1: Represents restricted stock units ("RSUs"). Each RSU represents the economic equivalent of one share of EKSO common stock and shall be settled in shares of EKSO common stock upon vesting. F2: This award of RSUs was granted effective May 16, 2025, the date of the Issuer's 2025 Annual Meeting of Stockholders (the "Grant Date"), pursuant to an automatic annual non-employee director grant provision approved by the Company's Board of Directors on April 13, 2021. The RSUs are scheduled to vest and settle at the earlier of the date of the next Annual Meeting of Stockholders or the one-year anniversary of the Grant Date. F3: Includes 236,202 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs"). Each RSU represents the economic equivalent of one share of EKSO common stock and shall be settled in shares of EKSO common stock upon vesting.
F2: This award of RSUs was granted effective May 16, 2025, the date of the Issuer's 2025 Annual Meeting of Stockholders (the "Grant Date"), pursuant to an automatic annual non-employee director grant provision approved by the Company's Board of Directors on April 13, 2021. The RSUs are scheduled to vest and settle at the earlier of the date of the next Annual Meeting of Stockholders or the one-year anniversary of the Grant Date.
F3: Includes 236,202 unvested RSUs.
PTC INC.
Report date October 05, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,679 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Sale · Disposed 1,750 · Balance 6,679 F1: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on May 14, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on May 14, 2026.
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 |
|---|---|---|---|---|---|---|
| March 06, 2019 Filed Mar 7, 2019 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-002400 · section16.xml · nonDerivative · entry 1 Lathan Corinna · CIK 0001714701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,757 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 20:29 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,405 | $92.58 | $130,074.90 |
DisclosureSEC source: 0001654954-18-009322 · section16.xml · nonDerivative · entry 2 Lathan Corinna · CIK 0001714701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,644 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 20:29 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 3,512 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-009322 · section16.xml · derivative · entry 3 Lathan Corinna · CIK 0001714701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,511 Underlying: Common Stock · 3,512 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: Time-based restricted stock units that vest in two equal installments on each of August 15, 2018 and August 15, 2019. F3 · derivative.expiration_date: Time-based restricted stock units that vest in two equal installments on each of August 15, 2018 and August 15, 2019. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 20:29 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 3,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-009322 · section16.xml · nonDerivative · entry 1 Lathan Corinna · CIK 0001714701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,049 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 22:01 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002366 · section16.xml · derivative · entry 3 Lathan Corinna · CIK 0001714701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,113 Underlying: Common Stock · 3,113 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: Time-based restricted stock units that vest on the earlier of the date of PTC Inc.'s 2019 Annual Stockholder Meeting or March 15, 2019. F3 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC Inc.'s 2019 Annual Stockholder Meeting or March 15, 2019. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 22:01 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002366 · section16.xml · derivative · entry 2 Lathan Corinna · CIK 0001714701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,537 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_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2 · derivative.exercise_date: Time-based restricted stock units that vested on March 8, 2018. F2 · derivative.expiration_date: Time-based restricted stock units that vested on March 8, 2018. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 22:01 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 2,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002366 · section16.xml · nonDerivative · entry 1 Lathan Corinna · CIK 0001714701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 7,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-007725 · section16.xml · derivative · entry 2 Lathan Corinna · CIK 0001714701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,023 Underlying: Common Stock · 7,023 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: Time-based restricted stock units that vest as to 3,512 RSUs on August 15, 2018 and 3,511 RSUs on August 15, 2019. F3 · derivative.expiration_date: Time-based restricted stock units that vest as to 3,512 RSUs on August 15, 2018 and 3,511 RSUs on August 15, 2019. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 2,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-007725 · section16.xml · derivative · entry 1 Lathan Corinna · CIK 0001714701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 Underlying: Common Stock · 2,537 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2 · derivative.exercise_date: Time-based restricted stock units that vest on the earlier of the date of the 2018 Annual Meeting of Stockholders or March 15, 2018. F2 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of the 2018 Annual Meeting of Stockholders or March 15, 2018. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.