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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 21:01 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 7,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001651 · form4.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,586 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 19, 2017 Filed Jan 20, 2017 21:35 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 6,028 | $50.00 | $301,400.00 |
DisclosureSEC source: 0001354488-17-000134 · issuerdirect_section16.xml · nonDerivative · entry 1 LACY PAUL A · CIK 0001193635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,115 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. 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.