Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATTHEWS INTERNATIONAL CORPMATW · Entity 5295 | EVP (Group Pres Ind and Envir) | December 19, 2025 | December 19, 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.
MATTHEWS INTERNATIONAL CORP
Report date December 19, 2025 · Filed December 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 22,470 |
Reported balance
After 2025-12-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-19 · Grant · Acquired 22,470 · Balance 22,470 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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 |
|---|---|---|---|---|---|---|
| December 19, 2025 Filed Dec 19, 2025 21:42 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 22,470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000091 · wk-form4_1766180536.xml · derivative · entry 1 Lane Lee · CIK 0001938763 · EVP (Group Pres Ind and Envir) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,470 Underlying: Class A Common Stock · 22,470 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 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. F2 · 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. F2 · 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 20, 2025 Filed Nov 24, 2025 16:11 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 4,620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000080 · wk-form4_1764000669.xml · derivative · entry 3 Lane Lee · CIK 0001938763 · EVP (Group Pres Ind and Envir) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,240 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 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 | 4,019 | $25.10 | $100,876.90 |
DisclosureSEC source: 0000063296-25-000080 · wk-form4_1764000669.xml · nonDerivative · entry 2 Lane Lee · CIK 0001938763 · EVP (Group Pres Ind and Envir) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,159 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 | 9,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000080 · wk-form4_1764000669.xml · nonDerivative · entry 1 Lane Lee · CIK 0001938763 · EVP (Group Pres Ind and Envir) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,178 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 14, 2025 Filed Nov 18, 2025 19:19 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 6,160 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000057 · wk-form4_1763493537.xml · derivative · entry 3 Lane Lee · CIK 0001938763 · EVP (Group Pres Ind and Envir) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,240 Underlying: Class A Common Stock · 6,160 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 19:19 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 2,679 | $24.93 | $66,787.47 |
DisclosureSEC source: 0000063296-25-000057 · wk-form4_1763493537.xml · nonDerivative · entry 2 Lane Lee · CIK 0001938763 · EVP (Group Pres Ind and Envir) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,938 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 19:19 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 6,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-25-000057 · wk-form4_1763493537.xml · nonDerivative · entry 1 Lane Lee · CIK 0001938763 · EVP (Group Pres Ind and Envir) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,617 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 |
| May 31, 2025 Filed Jun 4, 2025 21:04 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 2,031 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029384 · wk-form4_1749071031.xml · derivative · entry 3 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,031 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 May 31, 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 May 31, 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 |
| May 31, 2025 Filed Jun 4, 2025 21:04 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 910 | $21.45 | $19,519.50 |
DisclosureSEC source: 0001628280-25-029384 · wk-form4_1749071031.xml · nonDerivative · entry 2 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,457 F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| May 31, 2025 Filed Jun 4, 2025 21:04 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 2,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029384 · wk-form4_1749071031.xml · nonDerivative · entry 1 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,367 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 May 31, 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 18, 2024 Filed Nov 20, 2024 20:59 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 21,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000083 · wk-form4_1732136347.xml · derivative · entry 1 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,500 Underlying: Class A Common Stock · 21,500 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 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. F2 · 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. F2 · 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 |
| May 31, 2024 Filed Jun 4, 2024 12:52 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 2,031 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000057 · wk-form4_1717505549.xml · derivative · entry 3 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,031 Underlying: Class A Common Stock · 2,031 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 May 31, 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 May 31, 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 |
| May 31, 2024 Filed Jun 4, 2024 12:52 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 882 | $28.50 | $25,137.00 |
DisclosureSEC source: 0000063296-24-000057 · wk-form4_1717505549.xml · nonDerivative · entry 2 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,336 F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 12:52 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 2,031 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000057 · wk-form4_1717505549.xml · nonDerivative · entry 1 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,218 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 May 31, 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 13, 2023 Filed Nov 15, 2023 16:20 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 12,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000095 · wk-form4_1700065204.xml · derivative · entry 1 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 Underlying: Class A Common Stock · 12,000 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 |
| May 31, 2023 Filed Jul 10, 2023 20:58 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 7,255 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000056 · wf-form4_168902267486667.xml · derivative · entry 3 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,062 Underlying: Class A Common Stock · 7,255 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 May 31, 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. F1 · derivative.expiration_date: On May 31, 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. Read SEC document |
| May 31, 2023 Filed Jul 10, 2023 20:58 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 2,068 | $38.86 | $80,362.48 |
DisclosureSEC source: 0000063296-23-000056 · wf-form4_168902267486667.xml · nonDerivative · entry 2 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,187 F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units. Read SEC document |
| May 31, 2023 Filed Jul 10, 2023 20:58 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 7,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000056 · wf-form4_168902267486667.xml · nonDerivative · entry 1 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,255 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 May 31, 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. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:16 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 15,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000083 · wf-form4_166863329160971.xml · derivative · entry 1 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,400 Underlying: Class A Common Stock · 15,400 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 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. F2 · 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. F2 · 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 |
| May 31, 2022 Filed Jul 27, 2022 19:24 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 11,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000053 · wf-form4_165894987700720.xml · derivative · entry 1 Lane Lee · CIK 0001938763 · SVP Matthews Automation Soluti 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,317 Underlying: Class A Common Stock · 11,317 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: Award includes 11,317 restricted share units of which, 7,255 vest on May 31, 2023; 2,031 vest on May 31, 2024; and 2,031 vest on May 31, 2025. Vesting of all units is generally subject to continuing employment through each vesting date. Upon vesting, units will be converted to an equal number of shares of the Company's common stock. F2 · derivative.expiration_date: Award includes 11,317 restricted share units of which, 7,255 vest on May 31, 2023; 2,031 vest on May 31, 2024; and 2,031 vest on May 31, 2025. Vesting of all units is generally subject to continuing employment through each vesting date. Upon vesting, units will be converted to an equal number of shares of the Company's common stock. 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.