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Schertell Julie

Disclosed activity across 3 companies

Tapewire entity
82003
SEC CIK
0001509525

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Ingersoll Rand Inc.IR · Entity 3152DirectorFebruary 26, 2025February 28, 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.

Ingersoll Rand Inc.

Report date February 26, 2025 · Filed February 28, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect2,792 Reported balance After 2025-02-27 transaction · row 1
1 source row

Row 1 · 2025-02-27 · Exercise / conversion · Acquired 2,129 · Balance 2,792

F1: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect2,309 Reported balance After 2025-02-26 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2025-02-26 · Grant · Acquired 2,309 · Balance 2,309

F2: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-02-27 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2025-02-27 · Exercise / conversion · Disposed 2,129 · Balance 0

F1: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Filing footnotes · ownership attribution and instrument terms

F1: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F2: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Mativ Holdings, Inc.

Report date February 16, 2023 · Filed March 15, 2025

Section 16 reporting ended · disclosed 2025-03-15. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect227,478 Reported balance After 2024-02-16 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2024-02-16 · Exercise / conversion · Acquired 16,038 · Balance 227,478

F1: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

Common StockSEC Table I · non-derivativeDirect211,440 Reported balance After 2024-02-16 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2024-02-16 · Disposition to issuer · Disposed 16,038 · Balance 211,440

F1: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

Common StockSEC Table I · non-derivativeDirect313,356 Reported balance After 2025-02-25 transaction · row 3 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 3 · 2025-02-25 · Exercise / conversion · Acquired 113,916 · Balance 313,356

F3: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. On February 25, 2025, the Compensation Committee of the issuer determined that based on the issuer's performance between July 2022 and December 2024, 150% of the target number of RSUs vested on performance-based vesting requirements. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Common StockSEC Table I · non-derivativeDirect199,440 Reported balance After 2025-02-25 transaction · row 4 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 4 · 2025-02-25 · Disposition to issuer · Disposed 113,916 · Balance 199,440

F5: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F6: The transaction reflects the cash settlement of 113,916 vested RSUs.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Common StockSEC Table I · non-derivativeDirect205,346 Reported balance After 2025-01-26 transaction · row 5 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 5 · 2025-01-26 · Grant · Acquired 5,906 · Balance 205,346

F7: On January 26, 2022, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on January 26, 2023 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 5,906 RSUs vested on January 26, 2025.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

Common StockSEC Table I · non-derivativeDirect202,682 Reported balance After 2025-01-26 transaction · row 6 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 6 · 2025-01-26 · Tax withholding · Disposed 2,664 · Balance 202,682

F7: On January 26, 2022, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on January 26, 2023 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 5,906 RSUs vested on January 26, 2025.

F8: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

Common StockSEC Table I · non-derivativeDirect244,023 Reported balance After 2025-01-26 transaction · row 7 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 7 · 2025-01-26 · Grant · Acquired 41,341 · Balance 244,023

F9: On January 26, 2022, the reporting person was granted 41,341 RSUs subject to time vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 41,341 RSUs vested on January 26, 2025.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Common StockSEC Table I · non-derivativeDirect225,400 Reported balance After 2025-01-26 transaction · row 8 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 8 · 2025-01-26 · Tax withholding · Disposed 18,623 · Balance 225,400

F8: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F9: On January 26, 2022, the reporting person was granted 41,341 RSUs subject to time vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 41,341 RSUs vested on January 26, 2025.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Common StockSEC Table I · non-derivativeDirect257,156 Reported balance After 2025-02-13 transaction · row 9 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 9 · 2025-02-13 · Exercise / conversion · Acquired 31,756 · Balance 257,156

F10: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Common StockSEC Table I · non-derivativeDirect242,858 Reported balance After 2025-02-13 transaction · row 10 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 10 · 2025-02-13 · Tax withholding · Disposed 14,298 · Balance 242,858

F8: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F10: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Common StockSEC Table I · non-derivativeDirect258,896 Reported balance After 2025-02-16 transaction · row 11 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 11 · 2025-02-16 · Exercise / conversion · Acquired 16,038 · Balance 258,896

F5: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Common StockSEC Table I · non-derivativeDirect242,858 Reported balance After 2025-02-16 transaction · row 12 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 12 · 2025-02-16 · Disposition to issuer · Disposed 16,038 · Balance 242,858

F5: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F6: The transaction reflects the cash settlement of 113,916 vested RSUs.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Common StockSEC Table I · non-derivativeDirect243,927 Reported balance After 2025-03-11 transaction · row 13 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 13 · 2025-03-11 · Exercise / conversion · Acquired 1,069 · Balance 243,927

F1: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

Common StockSEC Table I · non-derivativeDirect243,444 Reported balance After 2025-03-11 transaction · row 14 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 14 · 2025-03-11 · Tax withholding · Disposed 483 · Balance 243,444

F1: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F8: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

Common StockSEC Table I · non-derivativeDirect266,220 Reported balance After 2025-03-11 transaction · row 15 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 15 · 2025-03-11 · Exercise / conversion · Acquired 22,776 · Balance 266,220

F10: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

Common StockSEC Table I · non-derivativeDirect255,948 Reported balance After 2025-03-11 transaction · row 16 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 16 · 2025-03-11 · Tax withholding · Disposed 10,272 · Balance 255,948

F8: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F10: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

Common StockSEC Table I · non-derivativeDirect282,050 Reported balance After 2025-03-11 transaction · row 17 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 17 · 2025-03-11 · Grant · Acquired 26,102 · Balance 282,050

F11: On February 16, 2023, the reporting person was granted a target number of 72,171 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 22,776 shares of the issuer's common stock.

Common StockSEC Table I · non-derivativeDirect270,277 Reported balance After 2025-03-11 transaction · row 18 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 18 · 2025-03-11 · Tax withholding · Disposed 11,773 · Balance 270,277

F8: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F11: On February 16, 2023, the reporting person was granted a target number of 72,171 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 22,776 shares of the issuer's common stock.

Common StockSEC Table I · non-derivativeDirect324,082 Reported balance After 2025-03-11 transaction · row 19 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 19 · 2025-03-11 · Grant · Acquired 53,805 · Balance 324,082

F12: On April 26, 2024, the reporting person was granted a target number of 142,904 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 53,805 shares of the issuer's common stock.

Common StockSEC Table I · non-derivativeDirect299,847 Reported balance After 2025-03-11 transaction · row 20 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 20 · 2025-03-11 · Tax withholding · Disposed 24,235 · Balance 299,847

F8: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F11: On February 16, 2023, the reporting person was granted a target number of 72,171 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 22,776 shares of the issuer's common stock.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect48,116 Reported balance After 2023-02-16 transaction · row 21 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 21 · 2023-02-16 · Grant · Acquired 48,116 · Balance 48,116

F1: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F13: The transaction reflects the re-reporting of the grant of 48,114 RSUs on February 16, 2023 and vesting of 16,038 RSUs on February 16, 2024, incorrectly included in Table I reported on the reporting person's Form 4 filed on March 7, 2023 and February 20, 2024, respectively.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect32,076 Reported balance After 2024-02-16 transaction · row 22 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 22 · 2024-02-16 · Exercise / conversion · Disposed 16,038 · Balance 32,076

F1: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F13: The transaction reflects the re-reporting of the grant of 48,114 RSUs on February 16, 2023 and vesting of 16,038 RSUs on February 16, 2024, incorrectly included in Table I reported on the reporting person's Form 4 filed on March 7, 2023 and February 20, 2024, respectively.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect16,038 Reported balance After 2025-02-16 transaction · row 23 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 23 · 2025-02-16 · Exercise / conversion · Disposed 16,038 · Balance 16,038

F1: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-03-11 transaction · row 24 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 24 · 2025-03-11 · Exercise / conversion · Disposed 1,069 · Balance 0

F1: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F14: On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of certain unvested restricted stock units that are time-based, which represents a prorated portion of the reporting person's grants as of March 11, 2025. The cancellation of the remaining unvested restricted stock units is reflected as a reduction to the number of derivative securities reported in Column 9.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect95,589 Reported balance After 2024-04-26 transaction · row 25 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 25 · 2024-04-26 · Grant · Acquired 95,269 · Balance 95,589

F10: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F15: The transaction reflects the re-reporting of the grant of 95,269 RSUs on April 26, 2024, incorrectly included in Table I reported on the reporting person's Form 4 filed on April 30, 2024.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect63,513 Reported balance After 2025-02-13 transaction · row 26 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 26 · 2025-02-13 · Exercise / conversion · Disposed 31,756 · Balance 63,513

F10: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-02-13 transaction · row 27 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 27 · 2025-02-13 · Exercise / conversion · Disposed 22,776 · Balance 0

F10: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F14: On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of certain unvested restricted stock units that are time-based, which represents a prorated portion of the reporting person's grants as of March 11, 2025. The cancellation of the remaining unvested restricted stock units is reflected as a reduction to the number of derivative securities reported in Column 9.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect113,916 Reported balance After 2025-02-25 transaction · row 28 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 28 · 2025-02-25 · Grant · Acquired 113,916 · Balance 113,916

F5: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-02-25 transaction · row 29 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 29 · 2025-02-25 · Exercise / conversion · Disposed 113,916 · Balance 0

F5: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

Filing footnotes · ownership attribution and instrument terms

F1: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F2: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F3: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. On February 25, 2025, the Compensation Committee of the issuer determined that based on the issuer's performance between July 2022 and December 2024, 150% of the target number of RSUs vested on performance-based vesting requirements. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F4: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

F5: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F6: The transaction reflects the cash settlement of 113,916 vested RSUs.

F7: On January 26, 2022, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on January 26, 2023 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 5,906 RSUs vested on January 26, 2025.

F8: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F9: On January 26, 2022, the reporting person was granted 41,341 RSUs subject to time vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 41,341 RSUs vested on January 26, 2025.

F10: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F11: On February 16, 2023, the reporting person was granted a target number of 72,171 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 22,776 shares of the issuer's common stock.

F12: On April 26, 2024, the reporting person was granted a target number of 142,904 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 53,805 shares of the issuer's common stock.

F13: The transaction reflects the re-reporting of the grant of 48,114 RSUs on February 16, 2023 and vesting of 16,038 RSUs on February 16, 2024, incorrectly included in Table I reported on the reporting person's Form 4 filed on March 7, 2023 and February 20, 2024, respectively.

F14: On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of certain unvested restricted stock units that are time-based, which represents a prorated portion of the reporting person's grants as of March 11, 2025. The cancellation of the remaining unvested restricted stock units is reflected as a reduction to the number of derivative securities reported in Column 9.

F15: The transaction reflects the re-reporting of the grant of 95,269 RSUs on April 26, 2024, incorrectly included in Table I reported on the reporting person's Form 4 filed on April 30, 2024.

Neenah Inc

Report date July 06, 2022 · Filed July 29, 2022

Section 16 reporting ended · disclosed 2022-07-29. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2022-07-06 transaction · row 1 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 1 · 2022-07-06 · Disposition to issuer · Disposed 14,427 · Balance 0

F1: These shares of common stock were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 28, 2022 (the "Merger Agreement") by and among Neenah, Inc. ("Neenah"), Samurai Warrior Merger Sub, Inc. and Mativ Holdings, Inc. (f/k/a Schweitzer-Mauduit International, Inc., "Mativ") in exchange for shares of Mativ common stock, at a rate of 1.358 shares of Mativ common stock for each share of Neenah common stock. The closing price of Mativ common stock on the New York Stock Exchange on July 6, 2022, the effective date of the merger (the "Effective Date"), was $22.41.

Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2022-07-06 transaction · row 2 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 2 · 2022-07-06 · Disposition to issuer · Disposed 22,803 · Balance 0

F2: These shares were subject to Neenah restricted stock units, which, pursuant to the Merger Agreement on the Effective Date, automatically converted into Mativ restricted stock units in respect of that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to the Neenah restricted stock unit award immediately prior to the Effective Time and 1.358. Each such Mativ restricted stock unit award is subject to the same terms and conditions as applied to the corresponding Neenah restricted stock unit award immediately prior to the Effective Time.

Performance Share UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2022-07-06 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2022-07-06 · Disposition to issuer · Disposed 67,550 · Balance 0

F3: Pursuant to the Merger Agreement, on the Effective Date, these Neenah performance share units automatically converted into Mativ restricted stock unit awards with respect to that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such Neenah performance share units immediately prior to the Effective Time and 1.358 and are convertible into shares of Mativ common stock on a one-for-one basis on the applicable vesting dates.

F4: Each such Mativ restricted stock unit award is scheduled to cliff vest, subject to continued service, on the last day of the originally scheduled performance period, but subject to earlier payment and vesting in accordance with the applicable Neenah performance share award agreement. Otherwise, each such Mativ restricted stock unit award is subject to the same terms and conditions as applied to the corresponding Neenah performance share award immediately prior to the Effective Time.

F5: The performance share units do not have an expiration date.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Expires 2024-01-27Direct0 Reported balance After 2022-07-06 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2022-07-06 · Disposition to issuer · Disposed 4,370 · Balance 0

F7: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such Neenah stock appreciation rights immediately prior to the Effective Time and 1.358.

F6: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that numbers of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such stock appreciation rights immediately prior to the Effective Time and 1.358; provided, however, that the exercise price and the number of shares of SWM Common Stock will be determined in a manner consistent with the requirements of Section 409A of the Code.

F8: The Stock Appreciation Rights are fully vested.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Expires 2026-01-25Direct0 Reported balance After 2022-07-06 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2022-07-06 · Disposition to issuer · Disposed 5,996 · Balance 0

F7: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such Neenah stock appreciation rights immediately prior to the Effective Time and 1.358.

F6: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that numbers of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such stock appreciation rights immediately prior to the Effective Time and 1.358; provided, however, that the exercise price and the number of shares of SWM Common Stock will be determined in a manner consistent with the requirements of Section 409A of the Code.

F8: The Stock Appreciation Rights are fully vested.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Expires 2023-01-28Direct0 Reported balance After 2022-07-06 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2022-07-06 · Disposition to issuer · Disposed 4,900 · Balance 0

F7: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such Neenah stock appreciation rights immediately prior to the Effective Time and 1.358.

F6: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that numbers of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such stock appreciation rights immediately prior to the Effective Time and 1.358; provided, however, that the exercise price and the number of shares of SWM Common Stock will be determined in a manner consistent with the requirements of Section 409A of the Code.

F8: The Stock Appreciation Rights are fully vested.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Expires 2027-01-29Direct0 Reported balance After 2022-07-06 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2022-07-06 · Disposition to issuer · Disposed 7,085 · Balance 0

F7: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such Neenah stock appreciation rights immediately prior to the Effective Time and 1.358.

F6: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that numbers of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such stock appreciation rights immediately prior to the Effective Time and 1.358; provided, however, that the exercise price and the number of shares of SWM Common Stock will be determined in a manner consistent with the requirements of Section 409A of the Code.

F8: The Stock Appreciation Rights are fully vested.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Expires 2025-01-26Direct0 Reported balance After 2022-07-06 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2022-07-06 · Disposition to issuer · Disposed 4,380 · Balance 0

F7: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such Neenah stock appreciation rights immediately prior to the Effective Time and 1.358.

F6: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that numbers of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such stock appreciation rights immediately prior to the Effective Time and 1.358; provided, however, that the exercise price and the number of shares of SWM Common Stock will be determined in a manner consistent with the requirements of Section 409A of the Code.

F8: The Stock Appreciation Rights are fully vested.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Expires 2028-01-30Direct0 Reported balance After 2022-07-06 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · 2022-07-06 · Disposition to issuer · Disposed 7,186 · Balance 0

F7: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such Neenah stock appreciation rights immediately prior to the Effective Time and 1.358.

F6: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that numbers of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such stock appreciation rights immediately prior to the Effective Time and 1.358; provided, however, that the exercise price and the number of shares of SWM Common Stock will be determined in a manner consistent with the requirements of Section 409A of the Code.

F8: The Stock Appreciation Rights are fully vested.

Filing footnotes · ownership attribution and instrument terms

F1: These shares of common stock were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 28, 2022 (the "Merger Agreement") by and among Neenah, Inc. ("Neenah"), Samurai Warrior Merger Sub, Inc. and Mativ Holdings, Inc. (f/k/a Schweitzer-Mauduit International, Inc., "Mativ") in exchange for shares of Mativ common stock, at a rate of 1.358 shares of Mativ common stock for each share of Neenah common stock. The closing price of Mativ common stock on the New York Stock Exchange on July 6, 2022, the effective date of the merger (the "Effective Date"), was $22.41.

F2: These shares were subject to Neenah restricted stock units, which, pursuant to the Merger Agreement on the Effective Date, automatically converted into Mativ restricted stock units in respect of that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to the Neenah restricted stock unit award immediately prior to the Effective Time and 1.358. Each such Mativ restricted stock unit award is subject to the same terms and conditions as applied to the corresponding Neenah restricted stock unit award immediately prior to the Effective Time.

F3: Pursuant to the Merger Agreement, on the Effective Date, these Neenah performance share units automatically converted into Mativ restricted stock unit awards with respect to that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such Neenah performance share units immediately prior to the Effective Time and 1.358 and are convertible into shares of Mativ common stock on a one-for-one basis on the applicable vesting dates.

F4: Each such Mativ restricted stock unit award is scheduled to cliff vest, subject to continued service, on the last day of the originally scheduled performance period, but subject to earlier payment and vesting in accordance with the applicable Neenah performance share award agreement. Otherwise, each such Mativ restricted stock unit award is subject to the same terms and conditions as applied to the corresponding Neenah performance share award immediately prior to the Effective Time.

F5: The performance share units do not have an expiration date.

F6: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that numbers of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such stock appreciation rights immediately prior to the Effective Time and 1.358; provided, however, that the exercise price and the number of shares of SWM Common Stock will be determined in a manner consistent with the requirements of Section 409A of the Code.

F7: Pursuant to the Merger Agreement, on the Effective Date, these Neenah stock appreciation rights automatically converted into Mativ stock appreciation rights with respect to that number of shares of Mativ common stock (rounded down to the nearest whole share) equal to the product of the number of shares of Neenah common stock subject to such Neenah stock appreciation rights immediately prior to the Effective Time and 1.358.

F8: The Stock Appreciation Rights are fully vested.

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
March 11, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionRestricted Stock Units · Derivative 1,069 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · derivative · entry 24

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,069 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · shares: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · derivative.exercise_date: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · derivative.expiration_date: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F14 · balance_after: On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of certain unvested restricted stock units that are time-based, which represents a prorated portion of the reporting person's grants as of March 11, 2025. The cancellation of the remaining unvested restricted stock units is reflected as a reduction to the number of derivative securities reported in Column 9.

Read SEC document
March 11, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 24,235 $6.87 $166,494.45
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 20

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 299,847

F8 · price: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F11 · price: On February 16, 2023, the reporting person was granted a target number of 72,171 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 22,776 shares of the issuer's common stock.

Read SEC document
March 11, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantCommon Stock 53,805 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 19

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 324,082

F12 · price: On April 26, 2024, the reporting person was granted a target number of 142,904 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 53,805 shares of the issuer's common stock.

Read SEC document
March 11, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 11,773 $6.87 $80,880.51
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 18

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 270,277

F8 · price: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F11 · price: On February 16, 2023, the reporting person was granted a target number of 72,171 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 22,776 shares of the issuer's common stock.

Read SEC document
March 11, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantCommon Stock 26,102 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 17

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 282,050

F11 · price: On February 16, 2023, the reporting person was granted a target number of 72,171 RSUs subject to performance and time-based vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of a prorated portion of the reporting person's grant, resulting in the reporting person receiving 22,776 shares of the issuer's common stock.

Read SEC document
March 11, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 10,272 $6.87 $70,568.64
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 16

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 255,948

F8 · price: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F10 · price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

Read SEC document
March 11, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionCommon Stock 22,776 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 15

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 266,220

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.

F10 · price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

Read SEC document
March 11, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 483 $6.87 $3,318.21
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 14

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 243,444

F1 · price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F8 · price: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

Read SEC document
March 11, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionCommon Stock 1,069 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 13

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 243,927

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 · price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 19:15 UTC Ingersoll Rand Inc. IR · Entity 3152 Exercise / conversionRestricted Stock Units · Derivative 2,129 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-006597 · form4.xml · derivative · entry 3

Schertell Julie · CIK 0001509525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,129 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F1 · derivative.exercise_date: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F1 · derivative.expiration_date: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

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February 27, 2025 Filed Feb 28, 2025 19:15 UTC Ingersoll Rand Inc. IR · Entity 3152 Exercise / conversionCommon Stock 2,129 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-25-006597 · form4.xml · nonDerivative · entry 1

Schertell Julie · CIK 0001509525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,792

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 · price: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

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February 26, 2025 Filed Feb 28, 2025 19:15 UTC Ingersoll Rand Inc. IR · Entity 3152 GrantRestricted Stock Units · Derivative 2,309 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-006597 · form4.xml · derivative · entry 2

Schertell Julie · CIK 0001509525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,309

Underlying: Common Stock · 2,309 shares

Expires not disclosed

F2 · derivative.exercise_price: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F2 · derivative.exercise_date: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F2 · derivative.expiration_date: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionRestricted Stock Units · Derivative 113,916 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · derivative · entry 29

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 113,916 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.

F5 · derivative.exercise_price: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F5 · shares: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F5 · price: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F5 · derivative.exercise_date: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F5 · derivative.expiration_date: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantRestricted Stock Units · Derivative 113,916 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · derivative · entry 28

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,916

Underlying: Common Stock · 113,916 shares

Expires not disclosed

F5 · derivative.exercise_price: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F5 · shares: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F5 · price: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F5 · derivative.exercise_date: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F5 · derivative.expiration_date: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Disposition to issuerCommon Stock 113,916 $10.97 $1,249,658.52
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 4

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 199,440

F5 · price: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F6 · price: The transaction reflects the cash settlement of 113,916 vested RSUs.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4 · balance_after: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionCommon Stock 113,916 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 3

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 313,356

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.

F3 · price: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. On February 25, 2025, the Compensation Committee of the issuer determined that based on the issuer's performance between July 2022 and December 2024, 150% of the target number of RSUs vested on performance-based vesting requirements. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4 · balance_after: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Read SEC document
February 16, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionRestricted Stock Units · Derivative 16,038 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · derivative · entry 23

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,038

Underlying: Common Stock · 16,038 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · shares: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · derivative.exercise_date: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · derivative.expiration_date: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

Read SEC document
February 16, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Disposition to issuerCommon Stock 16,038 $9.10 $145,945.80
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 12

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,858

F5 · price: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F6 · price: The transaction reflects the cash settlement of 113,916 vested RSUs.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4 · balance_after: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Read SEC document
February 16, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionCommon Stock 16,038 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 11

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 258,896

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.

F5 · price: On October 4, 2022, the reporting person was granted a target number of 75,944 RSUs subject to performance and time-based vesting. [On December 31, 2024, the [Compensation Committee] of the issuer determined that based on the issuer's fiscal year 2023 and 2024 performance, 150% of the target number of RSUs vested on performance-based vesting requirements. The 113,916 RSUs had a vesting date of January 6, 2025, subject to continued service]. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4 · balance_after: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Read SEC document
February 13, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionRestricted Stock Units · Derivative 22,776 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · derivative · entry 27

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,776 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.

F10 · derivative.exercise_price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · shares: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · derivative.exercise_date: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · derivative.expiration_date: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F14 · balance_after: On March 11, 2025, upon the resignation by the reporting person as the issuer's President and Chief Executive Officer, and director, the issuer accelerated the vesting of certain unvested restricted stock units that are time-based, which represents a prorated portion of the reporting person's grants as of March 11, 2025. The cancellation of the remaining unvested restricted stock units is reflected as a reduction to the number of derivative securities reported in Column 9.

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February 13, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionRestricted Stock Units · Derivative 31,756 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · derivative · entry 26

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,513

Underlying: Common Stock · 31,756 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.

F10 · derivative.exercise_price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · shares: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · derivative.exercise_date: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · derivative.expiration_date: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

Read SEC document
February 13, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 14,298 $8.79 $125,679.42
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 10

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,858

F8 · price: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F10 · price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4 · balance_after: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Read SEC document
February 13, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionCommon Stock 31,756 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 9

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 257,156

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.

F10 · price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4 · balance_after: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Read SEC document
January 26, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 18,623 $8.79 $163,696.17
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 8

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 225,400

F8 · price: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F9 · price: On January 26, 2022, the reporting person was granted 41,341 RSUs subject to time vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 41,341 RSUs vested on January 26, 2025.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4 · balance_after: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Read SEC document
January 26, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantCommon Stock 41,341 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 7

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 244,023

F9 · price: On January 26, 2022, the reporting person was granted 41,341 RSUs subject to time vesting. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 41,341 RSUs vested on January 26, 2025.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

F4 · balance_after: The amount of securities beneficially owned from this transaction reflects the sale of 12,000 shares of common stock of the issuer previously disclosed on the reporting person's Form 4 filed on August 16, 2024.

Read SEC document
January 26, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 2,664 $9.70 $25,840.80
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 6

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,682

F7 · price: On January 26, 2022, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on January 26, 2023 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 5,906 RSUs vested on January 26, 2025.

F8 · price: Shares withheld to satisfy tax withholding obligation arising upon the vesting of RSUs.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

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January 26, 2025 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantCommon Stock 5,906 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 5

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205,346

F7 · price: On January 26, 2022, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on January 26, 2023 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 5,906 RSUs vested on January 26, 2025.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

Read SEC document
November 07, 2024 Filed Nov 7, 2024 18:17 UTC Ingersoll Rand Inc. IR · Entity 3152 Exercise / conversionRestricted Stock Units · Derivative 663 $0.00 $0.00
Disclosure

SEC source: 0001140361-24-045710 · form4.xml · derivative · entry 2

Schertell Julie · CIK 0001509525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 663 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Represents restricted stock units originally granted on November 7, 2023, which vested on November 7, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F1 · derivative.exercise_date: Represents restricted stock units originally granted on November 7, 2023, which vested on November 7, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F1 · derivative.expiration_date: Represents restricted stock units originally granted on November 7, 2023, which vested on November 7, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Read SEC document
November 07, 2024 Filed Nov 7, 2024 18:17 UTC Ingersoll Rand Inc. IR · Entity 3152 Exercise / conversionCommon Stock 663 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-24-045710 · form4.xml · nonDerivative · entry 1

Schertell Julie · CIK 0001509525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 663

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 · price: Represents restricted stock units originally granted on November 7, 2023, which vested on November 7, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Read SEC document
August 14, 2024 Filed Aug 16, 2024 20:08 UTC Mativ Holdings, Inc. MATV · Entity 1741 SaleCommon Stock 12,000 $17.81 $213,720.00
Disclosure

SEC source: 0001562180-24-006308 · primarydocument.xml · nonDerivative · entry 1

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,981

F1 · price: This transaction was executed in multiple trades at prices ranging from $17.67 to $17.93. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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April 26, 2024 Filed Apr 30, 2024 20:11 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantCommon Stock 95,269 $13.55 $1,290,894.95
Disclosure

SEC source: 0001562180-24-003608 · primarydocument.xml · nonDerivative · entry 1

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 295,981

F1 · shares: Represents annual grant of restricted stock units pursuant to the company's 2024 Equity & Incentive Plan.

F2 · shares: The restricted stock units vest in increments of one-third on 2/13/25, 2/13/26, and 2/13/27.

Read SEC document
April 26, 2024 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantRestricted Stock Units · Derivative 95,269 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · derivative · entry 25

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,589

Underlying: Common Stock · 95,269 shares

Expires not disclosed

F10 · derivative.exercise_price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · shares: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · price: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · derivative.exercise_date: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F10 · derivative.expiration_date: On April 26, 2024, the reporting person was granted 95,269 RSUs subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2025 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 31,756 RSUs vested on February 16, 2025.

F15 · balance_after: The transaction reflects the re-reporting of the grant of 95,269 RSUs on April 26, 2024, incorrectly included in Table I reported on the reporting person's Form 4 filed on April 30, 2024.

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February 27, 2024 Filed Feb 29, 2024 19:38 UTC Ingersoll Rand Inc. IR · Entity 3152 GrantRestricted Stock Units · Derivative 2,129 $0.00 $0.00
Disclosure

SEC source: 0001140361-24-010527 · form4.xml · derivative · entry 1

Schertell Julie · CIK 0001509525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,129

Underlying: Common Stock · 2,129 shares

Expires not disclosed

F1 · derivative.exercise_price: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F1 · derivative.exercise_date: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F1 · derivative.expiration_date: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Read SEC document
February 16, 2024 Filed Feb 20, 2024 21:09 UTC Mativ Holdings, Inc. MATV · Entity 1741 Disposition to issuerCommon Stock 16,038 $12.73 $204,163.74
Disclosure

SEC source: 0001562180-24-001427 · primarydocument.xml · nonDerivative · entry 1

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200,712

F1 · shares: Represents the portion of the previously reported restricted stock unit grant that vested on 2/16/2024 and settled in cash. Each cash-settled restricted stock unit is the economic equivalent of one share of common stock of the issuer.

Read SEC document
February 16, 2024 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionRestricted Stock Units · Derivative 16,038 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · derivative · entry 22

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,076

Underlying: Common Stock · 16,038 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · shares: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · derivative.exercise_date: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · derivative.expiration_date: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F13 · balance_after: The transaction reflects the re-reporting of the grant of 48,114 RSUs on February 16, 2023 and vesting of 16,038 RSUs on February 16, 2024, incorrectly included in Table I reported on the reporting person's Form 4 filed on March 7, 2023 and February 20, 2024, respectively.

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February 16, 2024 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Disposition to issuerCommon Stock 16,038 $12.73 $204,163.74
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 2

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 211,440

F1 · price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

Read SEC document
February 16, 2024 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionCommon Stock 16,038 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · nonDerivative · entry 1

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 227,478

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 · price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F2 · balance_after: The reporting person's number of shares of common stock owned was previously overstated by 84,541 shares due to a number of RSUs that should have been reported in Table II instead of Table I on the reporting person's Form 4 documents filed on March 7, 2023 and April 30, 2024.

Read SEC document
February 02, 2024 Filed Feb 7, 2024 01:07 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 1,389 $11.73 $16,292.97
Disclosure

SEC source: 0001562180-24-001105 · primarydocument.xml · nonDerivative · entry 2

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216,750

F1 · shares: Number of shares withheld by the company to pay taxes upon the vesting of restricted stock units on 2/2/24.

Read SEC document
February 02, 2024 Filed Feb 7, 2024 01:07 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 9,775 $11.73 $114,660.75
Disclosure

SEC source: 0001562180-24-001105 · primarydocument.xml · nonDerivative · entry 1

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,139

F1 · shares: Number of shares withheld by the company to pay taxes upon the vesting of restricted stock units on 2/2/24.

Read SEC document
January 26, 2024 Filed Jan 31, 2024 21:20 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 2,091 $13.38 $27,977.58
Disclosure

SEC source: 0001562180-24-000853 · primarydocument.xml · nonDerivative · entry 1

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 227,914

F1 · shares: Number of shares withheld by the company to pay taxes upon the vesting of restricted stock units on 1/26/24.

Read SEC document
November 07, 2023 Filed Nov 9, 2023 20:03 UTC Ingersoll Rand Inc. IR · Entity 3152 GrantRestricted Stock Units · Derivative 663 $0.00 $0.00
Disclosure

SEC source: 0001140361-23-052622 · form4.xml · derivative · entry 1

Schertell Julie · CIK 0001509525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 663

Underlying: Common Stock · 663 shares

Expires not disclosed

F1 · derivative.exercise_price: These restricted stock units vest on November 7, 2024 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F1 · derivative.exercise_date: These restricted stock units vest on November 7, 2024 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

F1 · derivative.expiration_date: These restricted stock units vest on November 7, 2024 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.

Read SEC document
February 16, 2023 Filed Mar 7, 2023 21:16 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantCommon Stock 48,114 $24.92 $1,199,000.88
Disclosure

SEC source: 0001062993-23-006176 · form4.xml · nonDerivative · entry 7

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 230,005

F4 · shares: Represents annual grant of restricted stock units pursuant to the company's 2015 Long-Term Incentive Plan.

F5 · shares: The restricted stock units vest in increments of one-third on the first, second and third anniversary of the original vesting date.

Read SEC document
February 16, 2023 Filed Mar 15, 2025 01:12 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantRestricted Stock Units · Derivative 48,116 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-25-002422 · primarydocument.xml · derivative · entry 21

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,116

Underlying: Common Stock · 48,116 shares

Expires not disclosed

F1 · derivative.exercise_price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · shares: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · price: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · derivative.exercise_date: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F1 · derivative.expiration_date: On February 16, 2023, the reporting person was granted 48,114 restricted stock units ("RSUs") subject to time vesting. Such RSUs vest in three equal annual installments beginning on February 16, 2024 and each anniversary thereafter. Each RSU represents a right to receive one share of the common stock of the issuer and/or cash upon vesting. 16,038 RSUs vested on each of February 16, 2024 and 2025. The transaction reflects the cash settlement of 16,038 vested RSUs on each of February 16, 2024 and 2025.

F13 · balance_after: The transaction reflects the re-reporting of the grant of 48,114 RSUs on February 16, 2023 and vesting of 16,038 RSUs on February 16, 2024, incorrectly included in Table I reported on the reporting person's Form 4 filed on March 7, 2023 and February 20, 2024, respectively.

Read SEC document
February 02, 2023 Filed Mar 7, 2023 21:16 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 2,080 $27.33 $56,846.40
Disclosure

SEC source: 0001062993-23-006176 · form4.xml · nonDerivative · entry 6

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,891

F3 · shares: Number of shares withheld by the company to pay taxes upon the vesting of restricted stock units on 2/2/23.

Read SEC document
February 02, 2023 Filed Mar 7, 2023 21:16 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantCommon Stock 4,611 $27.33 $126,018.63
Disclosure

SEC source: 0001062993-23-006176 · form4.xml · nonDerivative · entry 5

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,971

Read SEC document
January 26, 2023 Filed Mar 7, 2023 21:16 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 2,664 $26.08 $69,477.12
Disclosure

SEC source: 0001062993-23-006176 · form4.xml · nonDerivative · entry 4

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,360

F2 · shares: Number of shares withheld by the company to pay taxes upon the vesting of restricted stock units on 1/26/23.

Read SEC document
January 26, 2023 Filed Mar 7, 2023 21:16 UTC Mativ Holdings, Inc. MATV · Entity 1741 GrantCommon Stock 5,905 $26.08 $154,002.40
Disclosure

SEC source: 0001062993-23-006176 · form4.xml · nonDerivative · entry 3

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,024

Read SEC document
January 18, 2023 Filed Jan 20, 2023 17:51 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionStock Appreciation Rights · Derivative 6,654 $0.00 Strike: $22.99 $0.00
Disclosure

SEC source: 0000899243-23-002236 · doc4.xml · derivative · entry 3

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Mativ Stock Appreciation Right · 6,654 shares

Expires 2023-01-28

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.

F2 · derivative.exercise_date: SARs are fully vested.

Read SEC document
January 18, 2023 Filed Jan 20, 2023 17:51 UTC Mativ Holdings, Inc. MATV · Entity 1741 Tax withholdingCommon Stock 6,183 $26.40 $163,231.20
Disclosure

SEC source: 0000899243-23-002236 · doc4.xml · nonDerivative · entry 2

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 164,362

F1 · shares: Surrender of shares in payment of stock appreciation right ("SAR") exercise price in a transaction exempt under Rule 16b-3. The remainder of the shares are being held by the Reporting Person.

Read SEC document
January 18, 2023 Filed Jan 20, 2023 17:51 UTC Mativ Holdings, Inc. MATV · Entity 1741 Exercise / conversionCommon Stock 6,654 $22.99 $152,975.46
Disclosure

SEC source: 0000899243-23-002236 · doc4.xml · nonDerivative · entry 1

Schertell Julie · CIK 0001509525 · Director · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 170,545

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document

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