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Walters Brian D

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72694
SEC CIK
0001456838

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CompanyLast reported asReport datePublished
MATTHEWS INTERNATIONAL CORPMATW · Entity 5295EVP, Gen Counsel, and Corp SecNovember 20, 2025November 24, 2025

Disclosed balances

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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 November 20, 2025 · Filed November 24, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect86,508 Ending reported balance After 2025-11-20 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2025-11-20 · Exercise / conversion · Acquired 12,000 · Balance 91,763

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 5,255 · Balance 86,508

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 $0.00Direct0 Reported balance After 2025-11-20 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2025-11-20 · Exercise / conversion · Disposed 6,000 · 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 20, 2025 Filed Nov 24, 2025 16:10 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 6,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-25-000078 · wk-form4_1764000652.xml · derivative · entry 3

Walters Brian D · CIK 0001456838 · EVP, Gen Counsel, and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 12,000 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 16:10 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 5,255 $25.10 $131,900.50
Disclosure

SEC source: 0000063296-25-000078 · wk-form4_1764000652.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · EVP, Gen Counsel, and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,508

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 16:10 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 12,000 $0.00 $0.00
Disclosure

SEC source: 0000063296-25-000078 · wk-form4_1764000652.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · EVP, Gen Counsel, and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,763

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 17, 2025 Filed Nov 18, 2025 19:24 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 24,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001456838-25-000004 · wk-form4_1763493850.xml · derivative · entry 4

Walters Brian D · CIK 0001456838 · EVP, Gen Counsel, and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,000

Underlying: Class A Common Stock · 24,000 shares

Expires not disclosed

F3 · 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.

F4 · 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.

F4 · 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.

F4 · 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 14, 2025 Filed Nov 18, 2025 19:24 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 8,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001456838-25-000004 · wk-form4_1763493850.xml · derivative · entry 3

Walters Brian D · CIK 0001456838 · EVP, Gen Counsel, and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,000

Underlying: Class A Common Stock · 8,000 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 19:24 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 3,504 $24.93 $87,354.72
Disclosure

SEC source: 0001456838-25-000004 · wk-form4_1763493850.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · EVP, Gen Counsel, and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,763

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 19:24 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 8,000 $0.00 $0.00
Disclosure

SEC source: 0001456838-25-000004 · wk-form4_1763493850.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · EVP, Gen Counsel, and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,267

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
November 21, 2024 Filed Nov 25, 2024 14:49 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 5,100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000105 · wk-form4_1732546178.xml · derivative · entry 3

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 10,200 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 21, 2024, 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 21, 2024, 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 21, 2024, 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 21, 2024 Filed Nov 25, 2024 14:49 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 4,466 $25.26 $112,811.16
Disclosure

SEC source: 0000063296-24-000105 · wk-form4_1732546178.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,267

F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units.

Read SEC document
November 21, 2024 Filed Nov 25, 2024 14:49 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 10,200 $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000105 · wk-form4_1732546178.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,733

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 21, 2024, 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 18, 2024 Filed Nov 20, 2024 20:58 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 25,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000079 · wk-form4_1732136303.xml · derivative · entry 4

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class A Common Stock · 25,000 shares

Expires not disclosed

F3 · 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.

F4 · 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.

F4 · 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.

F4 · 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
November 17, 2024 Filed Nov 20, 2024 20:58 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 17,900 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000079 · wk-form4_1732136303.xml · derivative · entry 3

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,200

Underlying: Class A Common Stock · 17,900 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 17, 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 November 17, 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.underlying_shares: On November 17, 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 17, 2024 Filed Nov 20, 2024 20:58 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 7,837 $23.76 $186,207.12
Disclosure

SEC source: 0000063296-24-000079 · wk-form4_1732136303.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,533

F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units.

Read SEC document
November 17, 2024 Filed Nov 20, 2024 20:58 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 17,900 $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000079 · wk-form4_1732136303.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,370

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 17, 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 16, 2023 Filed Nov 20, 2023 20:33 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 21,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-23-000113 · wk-form4_1700512412.xml · derivative · entry 3

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 32,250 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 16, 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 and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%.

F1 · derivative.expiration_date: On November 16, 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 and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%.

F1 · derivative.underlying_shares: On November 16, 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 and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:33 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 14,124 $38.07 $537,700.68
Disclosure

SEC source: 0000063296-23-000113 · wk-form4_1700512412.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,470

F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:33 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 32,250 $0.00 $0.00
Disclosure

SEC source: 0000063296-23-000113 · wk-form4_1700512412.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,594

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 16, 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 and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%.

Read SEC document
November 13, 2023 Filed Nov 15, 2023 16:19 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 17,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-23-000093 · wk-form4_1700065181.xml · derivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Class A Common Stock · 17,500 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 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
November 17, 2022 Filed Nov 21, 2022 21:14 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 4,225 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000113 · wf-form4_166906524871894.xml · derivative · entry 3

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 7,273 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 17, 2022, 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 172.15%. The remaining shares subject to the restricted stock unit award were forfeited.

F1 · derivative.expiration_date: On November 17, 2022, 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 172.15%. The remaining shares subject to the restricted stock unit award were forfeited.

F1 · derivative.underlying_shares: On November 17, 2022, 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 172.15%. The remaining shares subject to the restricted stock unit award were forfeited.

Read SEC document
November 17, 2022 Filed Nov 21, 2022 21:14 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 3,330 $27.54 $91,708.20
Disclosure

SEC source: 0000063296-22-000113 · wf-form4_166906524871894.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,344

F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units.

Read SEC document
November 17, 2022 Filed Nov 21, 2022 21:14 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 7,273 $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000113 · wf-form4_166906524871894.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,674

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 17, 2022, 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 172.15%. The remaining shares subject to the restricted stock unit award were forfeited.

Read SEC document
November 15, 2022 Filed Nov 16, 2022 21:21 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Disposition to issuerClass A Common Stock 1,600 $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000092 · wf-form4_166863364324568.xml · nonDerivative · entry 3

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,401

Read SEC document
November 14, 2022 Filed Nov 16, 2022 21:21 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 20,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000092 · wf-form4_166863364324568.xml · derivative · entry 5

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common Stock · 20,000 shares

Expires not disclosed

F3 · 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.

F4 · 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.

F4 · 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.

F4 · 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
November 14, 2022 Filed Nov 16, 2022 21:21 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 4,550 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000092 · wf-form4_166863364324568.xml · derivative · entry 4

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,450

Underlying: Class A Common Stock · 4,550 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, 2022, 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, 2022, 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 21:21 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 2,083 $27.60 $57,490.80
Disclosure

SEC source: 0000063296-22-000092 · wf-form4_166863364324568.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,001

F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units.

Read SEC document
November 14, 2022 Filed Nov 16, 2022 21:21 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 4,550 $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000092 · wf-form4_166863364324568.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,084

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, 2022, 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, 2021 Filed Nov 22, 2021 23:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 3,150 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000141 · wf-form4_163762411166018.xml · derivative · entry 3

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,613 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 18, 2021, 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 114.72%. The remaining shares subject to the restricted stock unit award were forfeited.

F1 · derivative.expiration_date: On November 18, 2021, 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 114.72%. The remaining shares subject to the restricted stock unit award were forfeited.

F1 · derivative.underlying_shares: On November 18, 2021, 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 114.72%. The remaining shares subject to the restricted stock unit award were forfeited.

Read SEC document
November 18, 2021 Filed Nov 22, 2021 23:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,582 $38.55 $60,986.10
Disclosure

SEC source: 0000063296-21-000141 · wf-form4_163762411166018.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,534

F2 · kind: Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units.

Read SEC document
November 18, 2021 Filed Nov 22, 2021 23:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 3,613 $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000141 · wf-form4_163762411166018.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,116

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 18, 2021, 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 114.72%. The remaining shares subject to the restricted stock unit award were forfeited.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 20:10 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 28,100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000126 · wf-form4_163735262093713.xml · derivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,100

Underlying: Class A Common Stock · 28,100 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 17,000 of restricted shares units of which, 40% vests on November 17, 2024; 30% vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% 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 17, 2024. Award also includes an additional 11,100 of time-based restricted share units, which vest on November 17, 2024. 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: Award includes 17,000 of restricted shares units of which, 40% vests on November 17, 2024; 30% vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% 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 17, 2024. Award also includes an additional 11,100 of time-based restricted share units, which vest on November 17, 2024. 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: Award includes 17,000 of restricted shares units of which, 40% vests on November 17, 2024; 30% vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% 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 17, 2024. Award also includes an additional 11,100 of time-based restricted share units, which vest on November 17, 2024. 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
November 16, 2021 Filed Nov 17, 2021 21:36 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Disposition to issuerClass A Common Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000098 · wf-form4_163718499192128.xml · nonDerivative · entry 3

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,503

Read SEC document
November 15, 2021 Filed Nov 17, 2021 21:36 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 4,200 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000098 · wf-form4_163718499192128.xml · derivative · entry 4

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,300

Underlying: Class A Common Stock · 4,200 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 15, 2021, 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 15, 2021, 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 15, 2021 Filed Nov 17, 2021 21:36 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,839 $39.03 $71,776.17
Disclosure

SEC source: 0000063296-21-000098 · wf-form4_163718499192128.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,003

F2 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted share units.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 21:36 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 4,200 $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000098 · wf-form4_163718499192128.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,842

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 15, 2021, 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 19, 2020 Filed Nov 20, 2020 20:41 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Disposition to issuerClass A Common Stock 1,600 $0.00 $0.00
Disclosure

SEC source: 0000063296-20-000120 · wf-form4_160590488398544.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,642

Read SEC document
November 16, 2020 Filed Nov 18, 2020 22:50 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 21,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-20-000091 · wf-form4_160573983292116.xml · derivative · entry 2

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,500

Underlying: Class A Common Stock · 21,500 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, 50% of the grant vests on November 16, 2023; 25% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 25% 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 16, 2023. 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.

F3 · derivative.expiration_date: In general, 50% of the grant vests on November 16, 2023; 25% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 25% 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 16, 2023. 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.

F3 · derivative.underlying_shares: In general, 50% of the grant vests on November 16, 2023; 25% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 25% 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 16, 2023. 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 16, 2020 Filed Nov 18, 2020 22:50 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 2,006 $26.03 $52,216.18
Disclosure

SEC source: 0000063296-20-000091 · wf-form4_160573983292116.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · SVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,242

F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares.

Read SEC document
November 21, 2019 Filed Nov 25, 2019 16:08 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Disposition to issuerClass A Common Stock 750 $0.00 $0.00
Disclosure

SEC source: 0000063296-19-000135 · wf-form4_157469810376519.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,248

Read SEC document
November 18, 2019 Filed Nov 20, 2019 22:09 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,960 $34.77 $68,149.20
Disclosure

SEC source: 0000063296-19-000105 · wf-form4_157428773937365.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,998

F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares.

Read SEC document
November 12, 2019 Filed Nov 14, 2019 22:11 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 13,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-19-000086 · wf-form4_157376949496899.xml · derivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,000

Underlying: Class A Common Stock · 13,000 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: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% 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 12, 2022. 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, 2022 will be forfeited.

F2 · derivative.expiration_date: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% 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 12, 2022. 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, 2022 will be forfeited.

F2 · derivative.underlying_shares: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% 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 12, 2022. 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, 2022 will be forfeited.

Read SEC document
November 15, 2018 Filed Nov 16, 2018 22:07 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,360 $40.55 $55,148.00
Disclosure

SEC source: 0000063296-18-000120 · wf-form4_154240601088203.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,958

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 10,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-18-000120 · wf-form4_154240601088203.xml · derivative · entry 2

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,500

Underlying: Class A Common Stock · 10,500 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 19:17 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,996 $43.57 $86,965.72
Disclosure

SEC source: 0000063296-18-000089 · wf-form4_154222304049869.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,318

F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares.

Read SEC document
November 16, 2017 Filed Nov 17, 2017 21:25 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,123 $57.78 $64,886.94
Disclosure

SEC source: 0000063296-17-000084 · wf-form4_151095390333006.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,314

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 21:25 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantClass A Common Stock 9,600 $0.00 $0.00
Disclosure

SEC source: 0000063296-17-000084 · wf-form4_151095390333006.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,437

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 17:03 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 3,435 $58.64 $201,428.40
Disclosure

SEC source: 0000063296-17-000060 · wf-form4_151076537173975.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,837

F1 · kind: Sale of Shares to the registrant to cover tax withholding on the vesting of restricted shares.

Read SEC document
July 31, 2017 Filed Aug 4, 2017 17:04 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 SaleClass A Common Stock 5,500 $65.60 $360,800.00
Disclosure

SEC source: 0000063296-17-000045 · primary_doc.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,272

Read SEC document
December 02, 2016 Filed Dec 6, 2016 16:31 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 393 $73.23 $28,779.39
Disclosure

SEC source: 0000063296-16-000213 · primary_doc.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,772

F1 · kind: Sales of shares to the registrant to cover tax withholdings on the vesting of restricted shares.

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November 21, 2016 Filed Nov 22, 2016 17:54 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 431 $71.55 $30,838.05
Disclosure

SEC source: 0000063296-16-000198 · primary_doc.xml · nonDerivative · entry 1

Walters Brian D · CIK 0001456838 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,165

F1 · kind: Sale of shares to the registrant to cover tax withholdings on the vesting of restricted shares.

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November 17, 2016 Filed Nov 18, 2016 20:29 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,199 $67.40 $80,812.60
Disclosure

SEC source: 0000063296-16-000186 · primary_doc.xml · nonDerivative · entry 2

Walters Brian D · CIK 0001456838 · VP and General Councel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,596

F2 · kind: Sale of shares to the registrant to cover tax withholdings on the vesting of restricted shares.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.