Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATTHEWS INTERNATIONAL CORPMATW · Entity 5295 | EVP, Gen Counsel, and Corp Sec | November 20, 2025 | November 24, 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 November 20, 2025 · Filed November 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 86,508 |
Ending reported balance
After 2025-11-20 transaction · row 2
2 source rows · reconciled sequenceRow 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 $0.00 | Direct | 0 |
Reported balance
After 2025-11-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| November 16, 2016 Filed Nov 18, 2016 20:29 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantClass A Common Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-16-000186 · primary_doc.xml · nonDerivative · entry 1 Walters Brian D · CIK 0001456838 · VP and General Councel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,596 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 16, 2019, 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 $3.65, $3.94 and $4.26; 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 16, 2021 will be forfeited. Shares that do not achieve the adjusted earnings per share thresholds on or before November 16, 2019 will be forfeited. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 21:01 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerEmployee Stock Option · Derivative | 2,666 | $40.56 Strike: $40.56 | $108,132.96 |
DisclosureSEC source: 0000063296-16-000167 · primary_doc.xml · derivative · entry 3 Walters Brian D · CIK 0001456838 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,666 shares Expires 2016-11-15 F2 · shares: The transaction represents the forfeiture of employee stock options, granted under the Company's 1992 Stock Incentive Plan, which did not meet a stock price performance target prior to the expiration of the option term. Read SEC document |
| November 13, 2016 Filed Nov 15, 2016 21:01 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 1,709 | $66.95 | $114,417.55 |
DisclosureSEC source: 0000063296-16-000167 · primary_doc.xml · nonDerivative · entry 2 Walters Brian D · CIK 0001456838 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,795 F1 · kind: Sale of Shares to the registrant to cover tax withholdings on the vesting of restricted shares. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 21:01 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Tax withholdingClass A Common Stock | 393 | $66.65 | $26,193.45 |
DisclosureSEC source: 0000063296-16-000167 · 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: 36,795 F1 · kind: Sale of Shares to the registrant to cover tax withholdings on the vesting of restricted shares. 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.