Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PTC INC.PTC · Entity 3317 | Director | February 11, 2026 | February 12, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PTC INC.
Report date February 11, 2026 · Filed February 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,393 |
Reported balance
After 2026-02-11 transaction · row 1
1 source rowRow 1 · 2026-02-11 · Exercise / conversion · Acquired 1,500 · Balance 13,393 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-11 · Exercise / conversion · Disposed 1,500 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2: Time-based restricted stock units granted on February 12, 2025 that vested on February 11, 2026. F3: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 42,000 |
Reported balance
Holding disclosure · report date 2026-02-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 42,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.
F2: Time-based restricted stock units granted on February 12, 2025 that vested on February 11, 2026.
F3: This amount represents the total number of derivative securities beneficially owned of the class shown.
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 |
|---|---|---|---|---|---|---|
| February 11, 2026 Filed Feb 12, 2026 21:20 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193635-26-000001 · section16.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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 granted on February 12, 2025 that vested on February 11, 2026. F2 · derivative.expiration_date: Time-based restricted stock units granted on February 12, 2025 that vested on February 11, 2026. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 21:20 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193635-26-000001 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,393 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 |
| February 12, 2025 Filed Feb 13, 2025 22:02 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-25-001471 · section16.xml · derivative · entry 4 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 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 granted on February 12, 2025 that vest on the earlier of the date of PTC's 2026 Annual Meeting of Shareholders or March 15, 2026. F3 · derivative.expiration_date: Time-based restricted stock units granted on February 12, 2025 that vest on the earlier of the date of PTC's 2026 Annual Meeting of Shareholders or March 15, 2026. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-25-001471 · section16.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,383 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 granted February 14, 2024 that vested on February 12, 2025. F2 · derivative.expiration_date: Time-based restricted stock units granted February 14, 2024 that vested on February 12, 2025. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:02 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 1,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-25-001471 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,893 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 21:04 UTC | PTC INC. PTC · Entity 3317 | GiftCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-014449 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,510 F1 · shares: Gift to the Lacy Family Foundation, a charitable foundation. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,170 | $188.09 | $408,155.30 |
DisclosureSEC source: 0001654954-24-002563 · section16.xml · nonDerivative · entry 5 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,037 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on December 1, 2023. F6 · price: This transaction was executed in multiple trades at prices ranging from $187.93 to $188.71. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,786 | $187.62 | $522,709.32 |
DisclosureSEC source: 0001654954-24-002563 · section16.xml · nonDerivative · entry 4 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,207 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on December 1, 2023. F5 · price: This transaction was executed in multiple trades at prices ranging from $186.93 to $187.91. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,803 | $186.50 | $336,259.50 |
DisclosureSEC source: 0001654954-24-002563 · section16.xml · nonDerivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,993 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on December 1, 2023. F4 · price: This transaction was executed in multiple trades at prices ranging from $185.87 to $186.83. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 588 | $185.17 | $108,879.96 |
DisclosureSEC source: 0001654954-24-002563 · section16.xml · nonDerivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,796 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on December 1, 2023. F3 · price: This transaction was executed in multiple trades at prices ranging from $184.83 to $185.52. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 153 | $183.53 | $28,080.09 |
DisclosureSEC source: 0001654954-24-002563 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,384 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on December 1, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $183.01 to $183.81. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 1,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-001849 · section16.xml · derivative · entry 4 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,383 Underlying: Common Stock · 1,383 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's 2025 Annual Stockholder Meeting or March 15, 2025. F3 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2025 Annual Stockholder Meeting or March 15, 2025. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:07 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-001849 · section16.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,901 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 granted on February 16, 2023 that vested on February 14, 2024. F2 · derivative.expiration_date: Time-based restricted stock units granted on February 16, 2023 that vested on February 14, 2024. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:07 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 1,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-24-001849 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,537 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 |
| November 14, 2023 Filed Nov 16, 2023 21:04 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,500 | $155.00 | $387,503.00 |
DisclosureSEC source: 0001654954-23-014484 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,636 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on February 22, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $155.00 to $155.045. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 27, 2023 Filed Jul 28, 2023 20:05 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 200 | $152.09 | $30,418.00 |
DisclosureSEC source: 0001654954-23-009796 · section16.xml · nonDerivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,136 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on February 22, 2023. Read SEC document |
| July 27, 2023 Filed Jul 28, 2023 20:05 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,300 | $150.34 | $345,790.74 |
DisclosureSEC source: 0001654954-23-009796 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,336 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on February 22, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $150.00 to $150.99. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 13, 2023 Filed Jul 13, 2023 21:53 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,500 | $145.02 | $362,539.75 |
DisclosureSEC source: 0001654954-23-009138 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,636 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on February 22, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $145.00 to $145.11. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 06, 2023 Filed Jun 6, 2023 20:18 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,500 | $140.00 | $350,010.00 |
DisclosureSEC source: 0001654954-23-007698 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,136 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on February 22, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $140.00 to $140.045. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:22 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 1,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-001866 · section16.xml · derivative · entry 4 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,901 Underlying: Common Stock · 1,901 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's 2024 Annual Stockholder Meeting or March 15, 2024. F3 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2024 Annual Stockholder Meeting or March 15, 2024. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:22 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-001866 · section16.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,081 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 February 16, 2023. F2 · derivative.expiration_date: Time-based restricted stock units that vested on February 16, 2023. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:22 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-001866 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,636 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 |
| February 09, 2022 Filed Feb 11, 2022 21:20 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-001496 · section16.xml · derivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,081 Underlying: Common Stock · 2,081 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 PTC's 2023 Annual Stockholder Meeting or March 15, 2023. F2 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2023 Annual Stockholder Meeting or March 15, 2023. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| January 31, 2022 Filed Feb 1, 2022 21:05 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-000984 · section16.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,727 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 January 31, 2022. F2 · derivative.expiration_date: Time-based restricted stock units that vested on January 31, 2022. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| January 31, 2022 Filed Feb 1, 2022 21:05 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-000984 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,555 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 |
| May 19, 2021 Filed Dec 17, 2021 21:04 UTC | PTC INC. PTC · Entity 3317 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-013291 · section16.xml · nonDerivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 38,000 F1 · shares: Familial gifts from Trust. Read SEC document |
| May 19, 2021 Filed Dec 17, 2021 21:04 UTC | PTC INC. PTC · Entity 3317 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-013291 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 40,000 F1 · shares: Familial gifts from Trust. Read SEC document |
| May 19, 2021 Filed Mar 3, 2023 21:05 UTC Amendment | PTC INC. PTC · Entity 3317 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-002374 · section16.xml · nonDerivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,828 F1 · shares: These shares were reported as being gifted from the Trust. All subsequent Forms 4 filed reflect the overstatement of 4,000 shares held directly and the corresponding understatement of 4,000 shares held indirectly by the Trust. Read SEC document |
| May 19, 2021 Filed Mar 3, 2023 21:05 UTC Amendment | PTC INC. PTC · Entity 3317 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-002374 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,828 F1 · shares: These shares were reported as being gifted from the Trust. All subsequent Forms 4 filed reflect the overstatement of 4,000 shares held directly and the corresponding understatement of 4,000 shares held indirectly by the Trust. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:04 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-001529 · section16.xml · derivative · entry 4 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,866 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. F3 · derivative.exercise_date: Time-based restricted stock units that vested on February 10, 2021. F3 · derivative.expiration_date: Time-based restricted stock units that vested on February 10, 2021. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:04 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-001529 · section16.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,727 Underlying: Common Stock · 1,727 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 PTC's 2022 Annual Stockholder Meeting or March 15, 2022. F2 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2022 Annual Stockholder Meeting or March 15, 2022. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:04 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 2,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-001529 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,828 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 |
| January 29, 2021 Filed Feb 2, 2021 21:10 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 500 | $137.67 | $68,835.00 |
DisclosureSEC source: 0001654954-21-001093 · section16.xml · nonDerivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,962 F2 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| December 23, 2020 Filed Feb 2, 2021 21:10 UTC | PTC INC. PTC · Entity 3317 | GiftCommon Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-001093 · section16.xml · nonDerivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,000 Read SEC document |
| December 23, 2020 Filed Feb 2, 2021 21:10 UTC | PTC INC. PTC · Entity 3317 | GiftCommon Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-001093 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,462 F1 · shares: Transfer to Irrevocable Trust. Read SEC document |
| November 25, 2020 Filed Nov 25, 2020 21:07 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,500 | $105.04 | $157,554.30 |
DisclosureSEC source: 0001654954-20-012926 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,462 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $105.00 to $105.695. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:04 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-001494 · section16.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,779 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. F3 · derivative.exercise_date: Time-based restricted stock units that vested on February 12, 2020. F3 · derivative.expiration_date: Time-based restricted stock units that vested on February 12, 2020. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:04 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 2,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-001494 · section16.xml · derivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,866 Underlying: Common Stock · 2,866 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 RSUs that vest on the earlier of the date of PTC's 2021 Annual Stockholder Meeting or March 15, 2021. F2 · derivative.expiration_date: Time-based RSUs that vest on the earlier of the date of PTC's 2021 Annual Stockholder Meeting or March 15, 2021. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:04 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-001494 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,962 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 06, 2019 Filed Mar 7, 2019 21:04 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-002398 · section16.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,779 Underlying: Common Stock · 2,779 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. F4 · derivative.exercise_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2020 Annual Stockholder Meeting or March 15, 2020. F4 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2020 Annual Stockholder Meeting or March 15, 2020. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 21:04 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-002398 · section16.xml · derivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,113 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 6, 2019. F2 · derivative.expiration_date: Time-based restricted stock units that vested on March 6, 2019. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 21:04 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-002398 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,183 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 22:22 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002378 · section16.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · 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 22:22 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 4,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002378 · section16.xml · derivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,484 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 22:22 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 4,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002378 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,070 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 |
| October 27, 2017 Filed Oct 27, 2017 21:30 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,609 | $66.23 | $106,557.15 |
DisclosureSEC source: 0001654954-17-009772 · section16.xml · nonDerivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,586 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $66.03 to $66.315. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 27, 2017 Filed Oct 27, 2017 21:30 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,291 | $65.55 | $150,186.28 |
DisclosureSEC source: 0001654954-17-009772 · section16.xml · nonDerivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,195 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $65.00 to $65.88. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 21:30 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 100 | $65.00 | $6,500.00 |
DisclosureSEC source: 0001654954-17-009772 · section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,486 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:01 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 4,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001651 · form4.xml · derivative · entry 3 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,484 Underlying: Common Stock · 4,484 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 2018 Annual Stockholder Meeting or March 15, 2018. F3 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC Inc.'s 2018 Annual Stockholder Meeting 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 |
| March 01, 2017 Filed Mar 3, 2017 21:01 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 7,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001651 · form4.xml · derivative · entry 2 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,471 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 1, 2017. F2 · derivative.expiration_date: Time-based restricted stock units that vested on March 1, 2017. 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.