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Kohl Gary Raymond

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85717
SEC CIK
0001738561

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CompanyLast reported asReport datePublished
MATTHEWS INTERNATIONAL CORPMATW · Entity 5295President SGKNovember 21, 2024November 25, 2024

Disclosed balances

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Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

MATTHEWS INTERNATIONAL CORP

Report date November 21, 2024 · Filed November 25, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect61,263 Ending reported balance After 2024-11-21 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2024-11-21 · Exercise / conversion · Acquired 10,200 · Balance 66,372

F1: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%.

Row 2 · 2024-11-21 · Tax withholding · Disposed 5,109 · Balance 61,263

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

Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2024-11-21 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2024-11-21 · Exercise / conversion · Disposed 5,100 · Balance 0

F1: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%.

Filing footnotes · ownership attribution and instrument terms

F1: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%.

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

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

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Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 21, 2024 Filed Nov 25, 2024 14:50 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 5,100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000109 · wk-form4_1732546222.xml · derivative · entry 3

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 10,200 shares

Expires not disclosed

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

F1 · derivative.exercise_date: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%.

F1 · derivative.expiration_date: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%.

F1 · derivative.underlying_shares: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%.

Read SEC document
November 21, 2024 Filed Nov 25, 2024 14:50 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 5,109 $25.26 $129,053.34
Disclosure

SEC source: 0000063296-24-000109 · wk-form4_1732546222.xml · nonDerivative · entry 2

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,263

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

Read SEC document
November 21, 2024 Filed Nov 25, 2024 14:50 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 10,200 $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000109 · wk-form4_1732546222.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,372

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

F1 · kind: On November 21, 2024, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 200%.

Read SEC document
November 18, 2024 Filed Nov 20, 2024 20:58 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 21,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000078 · wk-form4_1732136293.xml · derivative · entry 4

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,500

Underlying: Class A Common Stock · 21,500 shares

Expires not disclosed

F3 · derivative.exercise_price: Award of restricted share units under the Company's Amended and Restated 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below.

F4 · derivative.exercise_date: In general, 40% of the grant vests on November 18, 2027; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 18, 2027. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

F4 · derivative.expiration_date: In general, 40% of the grant vests on November 18, 2027; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 18, 2027. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

F4 · derivative.underlying_shares: In general, 40% of the grant vests on November 18, 2027; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 18, 2027. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

Read SEC document
November 17, 2024 Filed Nov 20, 2024 20:58 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 19,100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000078 · wk-form4_1732136293.xml · derivative · entry 3

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,200

Underlying: Class A Common Stock · 19,100 shares

Expires not disclosed

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

F1 · derivative.exercise_date: On November 17, 2024, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

F1 · derivative.expiration_date: On November 17, 2024, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

F1 · derivative.underlying_shares: On November 17, 2024, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

Read SEC document
November 17, 2024 Filed Nov 20, 2024 20:58 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 9,567 $23.76 $227,311.92
Disclosure

SEC source: 0000063296-24-000078 · wk-form4_1732136293.xml · nonDerivative · entry 2

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,172

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

Read SEC document
November 17, 2024 Filed Nov 20, 2024 20:58 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 19,100 $0.00 $0.00
Disclosure

SEC source: 0000063296-24-000078 · wk-form4_1732136293.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,739

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

F1 · kind: On November 17, 2024, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 29,700 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-23-000120 · wk-form4_1700512506.xml · derivative · entry 3

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 44,550 shares

Expires not disclosed

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

F1 · derivative.exercise_date: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%.

F1 · derivative.expiration_date: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%.

F1 · derivative.underlying_shares: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 21,789 $38.07 $829,507.23
Disclosure

SEC source: 0000063296-23-000120 · wk-form4_1700512506.xml · nonDerivative · entry 2

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,639

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

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 44,550 $0.00 $0.00
Disclosure

SEC source: 0000063296-23-000120 · wk-form4_1700512506.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,428

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

F1 · kind: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%.

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

SEC source: 0000063296-23-000092 · wk-form4_1700065170.xml · derivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,500

Underlying: Class A Common Stock · 15,500 shares

Expires not disclosed

F1 · derivative.exercise_price: Award of restricted share units under the Company's Amended and Restated 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below.

F2 · derivative.exercise_date: In general, 40% of the grant vests on November 13, 2026; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 13, 2026. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

F2 · derivative.expiration_date: In general, 40% of the grant vests on November 13, 2026; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 13, 2026. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

F2 · derivative.underlying_shares: In general, 40% of the grant vests on November 13, 2026; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 13, 2026. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

Read SEC document
November 17, 2022 Filed Nov 21, 2022 21:15 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 5,200 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000115 · wf-form4_166906529029774.xml · derivative · entry 3

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 8,951 shares

Expires not disclosed

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

F1 · derivative.exercise_date: On November 17, 2022, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 172.15%. The remaining shares subject to the restricted stock unit award were forfeited.

F1 · derivative.expiration_date: On November 17, 2022, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 172.15%. The remaining shares subject to the restricted stock unit award were forfeited.

F1 · derivative.underlying_shares: On November 17, 2022, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 172.15%. The remaining shares subject to the restricted stock unit award were forfeited.

Read SEC document
November 17, 2022 Filed Nov 21, 2022 21:15 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 3,186 $27.54 $87,742.44
Disclosure

SEC source: 0000063296-22-000115 · wf-form4_166906529029774.xml · nonDerivative · entry 2

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,878

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

Read SEC document
November 17, 2022 Filed Nov 21, 2022 21:15 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 8,951 $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000115 · wf-form4_166906529029774.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,064

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

F1 · kind: On November 17, 2022, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 172.15%. The remaining shares subject to the restricted stock unit award were forfeited.

Read SEC document
November 15, 2022 Filed Nov 16, 2022 21:19 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Disposition to issuerClass A Common Stock 600 $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000088 · wf-form4_166863355123995.xml · nonDerivative · entry 3

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,113

Read SEC document
November 14, 2022 Filed Nov 16, 2022 21:19 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 18,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000088 · wf-form4_166863355123995.xml · derivative · entry 5

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,500

Underlying: Class A Common Stock · 18,500 shares

Expires not disclosed

F3 · derivative.exercise_price: Award of restricted share units under the Company's Amended and Restated 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below.

F4 · derivative.exercise_date: In general, 40% of the grant vests on November 14, 2025; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2025. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited.

F4 · derivative.expiration_date: In general, 40% of the grant vests on November 14, 2025; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2025. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited.

F4 · derivative.underlying_shares: In general, 40% of the grant vests on November 14, 2025; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2025. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited.

Read SEC document
November 14, 2022 Filed Nov 16, 2022 21:19 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 5,600 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000088 · wf-form4_166863355123995.xml · derivative · entry 4

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,400

Underlying: Class A Common Stock · 5,600 shares

Expires not disclosed

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

F1 · derivative.exercise_date: On November 14, 2022, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

F1 · derivative.expiration_date: On November 14, 2022, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

Read SEC document
November 14, 2022 Filed Nov 16, 2022 21:19 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,975 $27.60 $54,510.00
Disclosure

SEC source: 0000063296-22-000088 · wf-form4_166863355123995.xml · nonDerivative · entry 2

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,713

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

Read SEC document
November 14, 2022 Filed Nov 16, 2022 21:19 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 5,600 $0.00 $0.00
Disclosure

SEC source: 0000063296-22-000088 · wf-form4_166863355123995.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,688

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

F1 · kind: On November 14, 2022, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

Read SEC document
November 18, 2021 Filed Nov 22, 2021 23:37 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 3,150 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000145 · wf-form4_163762423718247.xml · derivative · entry 3

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,613 shares

Expires not disclosed

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

F1 · derivative.exercise_date: On November 18, 2021, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 114.72%. The remaining shares subject to the restricted stock unit award were forfeited.

F1 · derivative.expiration_date: On November 18, 2021, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 114.72%. The remaining shares subject to the restricted stock unit award were forfeited.

F1 · derivative.underlying_shares: On November 18, 2021, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 114.72%. The remaining shares subject to the restricted stock unit award were forfeited.

Read SEC document
November 18, 2021 Filed Nov 22, 2021 23:37 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,185 $38.55 $45,681.75
Disclosure

SEC source: 0000063296-21-000145 · wf-form4_163762423718247.xml · nonDerivative · entry 2

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,088

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

Read SEC document
November 18, 2021 Filed Nov 22, 2021 23:37 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 3,613 $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000145 · wf-form4_163762423718247.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,273

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

F1 · kind: On November 18, 2021, the vesting date, the return on invested capital performance-based restricted share units converted into shares of the Company's Class A common stock at a rate of 114.72%. The remaining shares subject to the restricted stock unit award were forfeited.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 20:10 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 29,300 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000125 · wf-form4_163735260460652.xml · derivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,300

Underlying: Class A Common Stock · 29,300 shares

Expires not disclosed

F1 · derivative.exercise_price: Award of restricted share units under the Company's 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below.

F2 · derivative.exercise_date: Award includes 17,000 of restricted shares units of which, 40% vests on November 17, 2024; 30% vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 17, 2024. Award also includes an additional 12,300 of time-based restricted share units, which vest on November 17, 2024. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited.

F2 · derivative.expiration_date: Award includes 17,000 of restricted shares units of which, 40% vests on November 17, 2024; 30% vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 17, 2024. Award also includes an additional 12,300 of time-based restricted share units, which vest on November 17, 2024. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited.

F2 · derivative.underlying_shares: Award includes 17,000 of restricted shares units of which, 40% vests on November 17, 2024; 30% vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 17, 2024. Award also includes an additional 12,300 of time-based restricted share units, which vest on November 17, 2024. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited.

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November 16, 2021 Filed Nov 17, 2021 21:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Disposition to issuerClass A Common Stock 505 $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000094 · wf-form4_163718490075584.xml · nonDerivative · entry 3

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,660

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November 15, 2021 Filed Nov 17, 2021 21:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionRestricted Share Units · Derivative 4,200 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000094 · wf-form4_163718490075584.xml · derivative · entry 4

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,300

Underlying: Class A Common Stock · 4,200 shares

Expires not disclosed

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

F1 · derivative.exercise_date: On November 15, 2021, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

F1 · derivative.expiration_date: On November 15, 2021, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

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November 15, 2021 Filed Nov 17, 2021 21:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,387 $39.03 $54,134.61
Disclosure

SEC source: 0000063296-21-000094 · wf-form4_163718490075584.xml · nonDerivative · entry 2

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,165

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

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November 15, 2021 Filed Nov 17, 2021 21:35 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Exercise / conversionClass A Common Stock 4,200 $0.00 $0.00
Disclosure

SEC source: 0000063296-21-000094 · wf-form4_163718490075584.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,552

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

F1 · kind: On November 15, 2021, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

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

SEC source: 0000063296-20-000118 · wf-form4_160590485297844.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,352

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November 16, 2020 Filed Nov 18, 2020 22:47 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 29,700 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-20-000081 · wf-form4_160573964247293.xml · derivative · entry 2

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,700

Underlying: Class A Common Stock · 29,700 shares

Expires not disclosed

F2 · derivative.exercise_price: Award of restricted share units under the Company's 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below.

F3 · derivative.exercise_date: In general, 50% of the grant vests on November 16, 2023; 25% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 25% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 16, 2023. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

F3 · derivative.expiration_date: In general, 50% of the grant vests on November 16, 2023; 25% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 25% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 16, 2023. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

F3 · derivative.underlying_shares: In general, 50% of the grant vests on November 16, 2023; 25% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 25% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 16, 2023. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

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November 16, 2020 Filed Nov 18, 2020 22:47 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 566 $26.03 $14,732.98
Disclosure

SEC source: 0000063296-20-000081 · wf-form4_160573964247293.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,952

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

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November 21, 2019 Filed Nov 25, 2019 16:07 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Disposition to issuerClass A Common Stock 252 $0.00 $0.00
Disclosure

SEC source: 0000063296-19-000133 · wf-form4_157469805826718.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,518

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November 18, 2019 Filed Nov 20, 2019 22:08 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 519 $34.77 $18,045.63
Disclosure

SEC source: 0000063296-19-000103 · wf-form4_157428770010977.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,770

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

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November 12, 2019 Filed Nov 14, 2019 22:12 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 16,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-19-000087 · wf-form4_157376951491466.xml · derivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,000

Underlying: Class A Common Stock · 16,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Award of restricted share units under the Company's 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below.

F2 · derivative.exercise_date: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 12, 2022. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2022 will be forfeited.

F2 · derivative.expiration_date: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 12, 2022. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2022 will be forfeited.

F2 · derivative.underlying_shares: In general, 35% of the grant vests on November 12, 2022; 32.5% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 32.5% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 12, 2022. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2022 will be forfeited.

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January 22, 2019 Filed Jan 24, 2019 15:44 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 1,766 $44.36 $78,339.76
Disclosure

SEC source: 0000063296-19-000004 · wf-form4_154834466621992.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,289

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

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November 15, 2018 Filed Nov 16, 2018 22:04 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Disposition to issuerClass A Common Stock 2,564 $0.00 $0.00
Disclosure

SEC source: 0000063296-18-000115 · wf-form4_154240583441107.xml · nonDerivative · entry 2

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,055

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November 15, 2018 Filed Nov 16, 2018 22:04 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 Tax withholdingClass A Common Stock 266 $40.55 $10,786.30
Disclosure

SEC source: 0000063296-18-000115 · wf-form4_154240583441107.xml · nonDerivative · entry 1

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,619

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

Read SEC document
November 14, 2018 Filed Nov 16, 2018 22:04 UTC MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 GrantRestricted Share Units · Derivative 10,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000063296-18-000115 · wf-form4_154240583441107.xml · derivative · entry 3

Kohl Gary Raymond · CIK 0001738561 · President SGK

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,500

Underlying: Class A Common Stock · 10,500 shares

Expires not disclosed

F2 · derivative.exercise_price: Award of restricted share units under the Company's 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below.

F3 · derivative.exercise_date: In general, 40% of the grant vests on November 14, 2021; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2021. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2021 will be forfeited.

F3 · derivative.expiration_date: In general, 40% of the grant vests on November 14, 2021; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2021. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2021 will be forfeited.

F3 · derivative.underlying_shares: In general, 40% of the grant vests on November 14, 2021; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon the Company achieving certain metrics based on adjusted earnings per share. Vesting of all units are generally subject to continuing employment through November 14, 2021. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or adjusted earnings per share thresholds for the period ended September 30, 2021 will be forfeited.

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