Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATTHEWS INTERNATIONAL CORPMATW · Entity 5295 | SVP, Global Talent & HR | November 21, 2024 | November 25, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MATTHEWS INTERNATIONAL CORP
Report date November 21, 2024 · Filed November 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,819 |
Reported balance
After 2024-11-21 transaction · row 1
1 source rowRow 1 · 2024-11-21 · Exercise / conversion · Acquired 3,600 · Balance 12,819 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%. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-11-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-21 · Exercise / conversion · Disposed 1,800 · 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%.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 21, 2024 Filed Nov 25, 2024 14:50 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 1,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000110 · wk-form4_1732546232.xml · derivative · entry 2 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,600 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 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 | Exercise / conversionClass A Common Stock | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000110 · wk-form4_1732546232.xml · nonDerivative · entry 1 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,819 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 20:59 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 7,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000085 · wk-form4_1732136367.xml · derivative · entry 3 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 Underlying: Class A Common Stock · 7,500 shares Expires not disclosed F2 · 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. F3 · 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. F3 · 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. F3 · 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 20:59 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 2,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000085 · wk-form4_1732136367.xml · derivative · entry 2 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,600 Underlying: Class A Common Stock · 2,400 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 20:59 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-24-000085 · wk-form4_1732136367.xml · nonDerivative · entry 1 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,219 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On November 17, 2024, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 20:33 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000114 · wk-form4_1700512425.xml · derivative · entry 2 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%. F1 · derivative.expiration_date: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%. F1 · derivative.underlying_shares: On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 20:33 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000114 · wk-form4_1700512425.xml · nonDerivative · entry 1 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,819 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 16:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 4,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-23-000088 · wk-form4_1700065120.xml · derivative · entry 1 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,200 Underlying: Class A Common Stock · 4,200 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 21:16 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 195 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000117 · wf-form4_166906535334259.xml · derivative · entry 2 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 335 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 21:16 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000117 · wf-form4_166906535334259.xml · nonDerivative · entry 1 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,819 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 21:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerRestricted Share Units · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000085 · wf-form4_166863347136666.xml · derivative · entry 4 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 100 shares Expires not disclosed F4 · derivative.exercise_date: Forfeited share units that did not achieve the stock price thresholds on or before November 15, 2022. F4 · derivative.expiration_date: Forfeited share units that did not achieve the stock price thresholds on or before November 15, 2022. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000085 · wf-form4_166863347136666.xml · derivative · entry 3 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Class A Common Stock · 6,000 shares Expires not disclosed F2 · 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. F3 · 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. F3 · 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. F3 · 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 21:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 210 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000085 · wf-form4_166863347136666.xml · derivative · entry 2 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 Underlying: Class A Common Stock · 210 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 21:18 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 210 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-22-000085 · wf-form4_166863347136666.xml · nonDerivative · entry 1 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,484 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 23:36 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 405 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000142 · wf-form4_163762415011302.xml · derivative · entry 2 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 464 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 23:36 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000142 · wf-form4_163762415011302.xml · nonDerivative · entry 1 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,274 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 20:09 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | GrantRestricted Share Units · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000123 · wf-form4_163735257190507.xml · derivative · entry 1 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Class A Common Stock · 6,000 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, 40% of the grant vests on November 17, 2024; 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 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: In general, 40% of the grant vests on November 17, 2024; 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 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: In general, 40% of the grant vests on November 17, 2024; 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 17, 2024. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance-based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or earnings per share thresholds by the end of the performance period will be forfeited. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 21:34 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Disposition to issuerRestricted Share Units · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000090 · wf-form4_163718482472801.xml · derivative · entry 3 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Underlying: Class A Common Stock · 100 shares Expires not disclosed F2 · derivative.exercise_date: Forfeited share units that did not achieve the stock price thresholds on or before November 16, 2021. F2 · derivative.expiration_date: Forfeited share units that did not achieve the stock price thresholds on or before November 16, 2021. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:34 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionRestricted Share Units · Derivative | 540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000090 · wf-form4_163718482472801.xml · derivative · entry 2 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,410 Underlying: Class A Common Stock · 540 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: On November 15, 2021, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. F1 · derivative.expiration_date: On November 15, 2021, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:34 UTC | MATTHEWS INTERNATIONAL CORP MATW · Entity 5295 | Exercise / conversionClass A Common Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0000063296-21-000090 · wf-form4_163718482472801.xml · nonDerivative · entry 1 Gurtner Reena · CIK 0001869848 · SVP, Global Talent & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,810 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On November 15, 2021, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.