Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PTC INC.PTC · Entity 3317 | Chief Marketing Officer | November 13, 2024 | November 14, 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.
PTC INC.
Report date November 13, 2024 · Filed November 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,230 |
Reported balance
After 2024-11-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-11-13 · Grant · Acquired 3,230 · Balance 3,230 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2: Performance-based RSUs granted on November 13, 2024 that vest to the extent earned in three substantially equal installments on November 15, 2025, 2026 and 2027. F5: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,230 |
Reported balance
After 2024-11-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-13 · Grant · Acquired 3,230 · Balance 3,230 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3: Performance-based RSUs granted on November 13, 2024 that vest to the extent earned in one installment on November 15, 2027. F5: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,922 |
Reported balance
After 2024-11-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-11-13 · Grant · Acquired 12,922 · Balance 12,922 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4: RSUs granted on November 13, 2024 that vest in three substantially equal installments on November 15, 2025, 2026 and 2027. F5: This amount represents the total number of derivative securities beneficially owned of the class shown. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.
F2: Performance-based RSUs granted on November 13, 2024 that vest to the extent earned in three substantially equal installments on November 15, 2025, 2026 and 2027.
F3: Performance-based RSUs granted on November 13, 2024 that vest to the extent earned in one installment on November 15, 2027.
F4: RSUs granted on November 13, 2024 that vest in three substantially equal installments on November 15, 2025, 2026 and 2027.
F5: This amount represents the total number of derivative securities beneficially owned of the class shown.
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 |
|---|---|---|---|---|---|---|
| June 15, 2023 Filed Jun 16, 2023 20:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-008141 · section16.xml · derivative · entry 3 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,236 Underlying: Common Stock · 1,237 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: RSUs granted on June 9, 2021 that vest in three substantially equal installments on June 15, 2022, 2023 and 2024. F3 · derivative.expiration_date: RSUs granted on June 9, 2021 that vest in three substantially equal installments on June 15, 2022, 2023 and 2024. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:03 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 364 | $143.59 | $52,266.76 |
DisclosureSEC source: 0001654954-23-008141 · section16.xml · nonDerivative · entry 2 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,987 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person incurred in connection with the vesting of the Reporting Person's restricted stock unit awards. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-008141 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,351 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 |
| June 06, 2023 Filed Jun 6, 2023 20:20 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,000 | $140.00 | $280,000.00 |
DisclosureSEC source: 0001654954-23-007699 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,114 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on June 9, 2022. Read SEC document |
| May 15, 2023 Filed May 16, 2023 20:04 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-006719 · section16.xml · derivative · entry 3 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,430 Underlying: Common Stock · 715 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: RSUs granted on May 31, 2022 that vest in three substantially equal installments on May 15, 2023, 2024 and 2025. F3 · derivative.expiration_date: RSUs granted on May 31, 2022 that vest in three substantially equal installments on May 15, 2023, 2024 and 2025. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| May 15, 2023 Filed May 16, 2023 20:04 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 210 | $130.78 | $27,463.80 |
DisclosureSEC source: 0001654954-23-006719 · section16.xml · nonDerivative · entry 2 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,114 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person incurred in connection with the vesting of the Reporting Person's restricted stock unit awards. Read SEC document |
| May 15, 2023 Filed May 16, 2023 20:04 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-006719 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,324 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 |
| March 13, 2023 Filed Mar 14, 2023 20:03 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 2,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-002838 · section16.xml · derivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,130 Underlying: Common Stock · 2,130 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2 · derivative.exercise_date: RSUs granted on March 13, 2023 that vest in three substantially equal installments on March 15, 2024 , 2025 and 2026. F2 · derivative.expiration_date: RSUs granted on March 13, 2023 that vest in three substantially equal installments on March 15, 2024 , 2025 and 2026. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:22 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-001830 · section16.xml · derivative · entry 4 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: RSUs granted on February 11, 2020 that vested on February 15, 2023. F4 · derivative.expiration_date: RSUs granted on February 11, 2020 that vested on February 15, 2023. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:22 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 194 | $134.16 | $26,027.04 |
DisclosureSEC source: 0001654954-23-001830 · section16.xml · nonDerivative · entry 3 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,609 F2 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on September 9, 2022. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:22 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 605 | $133.39 | $80,700.95 |
DisclosureSEC source: 0001654954-23-001830 · section16.xml · nonDerivative · entry 2 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,803 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person incurred in connection with the vesting of the Reporting Person's restricted stock unit awards. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:22 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 1,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-001830 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,408 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 |
| February 01, 2023 Filed Feb 2, 2023 21:10 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 102 | $134.56 | $13,725.12 |
DisclosureSEC source: 0001654954-23-001228 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,472 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on June 9, 2022. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 23:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 7,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015512 · section16.xml · derivative · entry 4 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,702 Underlying: Common Stock · 7,702 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5 · derivative.exercise_date: RSUs granted on November 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F5 · derivative.expiration_date: RSUs granted on November 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 23:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 3,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015512 · section16.xml · derivative · entry 3 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,851 Underlying: Common Stock · 3,851 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: Performance based RSUs granted on November 16, 2022 that vest in one installment on November 15, 2025. F4 · derivative.expiration_date: Performance based RSUs granted on November 16, 2022 that vest in one installment on November 15, 2025. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 23:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 3,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015512 · section16.xml · derivative · entry 2 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,851 Underlying: Common Stock · 3,851 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: Performance based RSUs granted on November 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F3 · derivative.expiration_date: Performance based RSUs granted on November 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 23:08 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,611 | $130.42 | $340,526.62 |
DisclosureSEC source: 0001654954-22-015512 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,472 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:05 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015509 · section16.xml · derivative · entry 7 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,178 Underlying: Common Stock · 2,090 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F7 · derivative.exercise_date: RSUs granted on November 17, 2021 that vest in three substantially equal installments on November 15, 2022, 2023 and 2024. F7 · derivative.expiration_date: RSUs granted on November 17, 2021 that vest in three substantially equal installments on November 15, 2022, 2023 and 2024. F8 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:05 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015509 · section16.xml · derivative · entry 6 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,089 Underlying: Common Stock · 1,557 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F6 · derivative.exercise_date: Performance based RSUs granted on November 17, 2021 that could be earned for FY22 that were earned and vested on November 15, 2022. F6 · derivative.expiration_date: Performance based RSUs granted on November 17, 2021 that could be earned for FY22 that were earned and vested on November 15, 2022. F8 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:05 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015509 · section16.xml · derivative · entry 5 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760 Underlying: Common Stock · 1,760 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5 · derivative.exercise_date: RSUs granted on November 17, 2020 that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F5 · derivative.expiration_date: RSUs granted on November 17, 2020 that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F8 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:05 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015509 · section16.xml · derivative · entry 4 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,249 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: RSUs granted on November 15, 2019 that vested on November 15, 2022. F4 · derivative.expiration_date: RSUs granted on November 15, 2019 that vested on November 15, 2022. F8 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:05 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 3,963 | $132.01 | $523,155.63 |
DisclosureSEC source: 0001654954-22-015509 · section16.xml · nonDerivative · entry 3 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,083 F2 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person on the shares released. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:05 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 2,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015509 · section16.xml · nonDerivative · entry 2 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,046 F1 · shares: Shares earned under FY22 Corporate Incentive Plan. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:05 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 7,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015509 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,112 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 |
| August 01, 2022 Filed Aug 1, 2022 20:07 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 107 | $122.32 | $13,088.24 |
DisclosureSEC source: 0001654954-22-010391 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,456 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan. Read SEC document |
| July 29, 2022 Filed Jul 29, 2022 20:10 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 124 | $125.50 | $15,562.00 |
DisclosureSEC source: 0001654954-22-010273 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,456 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 20:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-008450 · section16.xml · derivative · entry 3 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,473 Underlying: Common Stock · 1,237 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: RSUs granted June 9, 2021 that vest in three substantially equal installments on June 15, 2022, 2023 and 2024. F3 · derivative.expiration_date: RSUs granted June 9, 2021 that vest in three substantially equal installments on June 15, 2022, 2023 and 2024. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 20:03 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 364 | $103.42 | $37,644.88 |
DisclosureSEC source: 0001654954-22-008450 · section16.xml · nonDerivative · entry 2 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,580 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person incurred in connection with the vesting of the Reporting Person's restricted stock unit awards. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 20:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-008450 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,944 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 |
| June 03, 2022 Filed Jun 3, 2022 20:14 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,232 | $118.24 | $145,674.76 |
DisclosureSEC source: 0001654954-22-007920 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,707 Read SEC document |
| May 31, 2022 Filed Jun 1, 2022 20:03 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 2,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-007802 · section16.xml · derivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,145 Underlying: Common Stock · 2,145 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2 · derivative.exercise_date: RSUs granted on May 31, 2022 that vest in three substantially equal installments on May 15, 2023, 2024 and 2025. F2 · derivative.expiration_date: RSUs granted on May 31, 2022 that vest in three substantially equal installments on May 15, 2023, 2024 and 2025. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 15, 2022 Filed Mar 4, 2022 02:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 1,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-002495 · section16.xml · derivative · entry 6 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,936 Underlying: Common Stock · 1,936 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: RSUs granted on February 11, 2020 that vest in three substantially equal installments on February 15, 2021, 2022 and 2023. F4 · derivative.expiration_date: RSUs granted on February 11, 2020 that vest in three substantially equal installments on February 15, 2021, 2022 and 2023. Read SEC document |
| February 15, 2022 Filed Mar 4, 2022 02:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-002495 · section16.xml · derivative · entry 5 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: RSUs granted on February 15, 2019 that vested in three substantially equal installments on February 15, 2020, 2021 and 2022. F3 · derivative.expiration_date: RSUs granted on February 15, 2019 that vested in three substantially equal installments on February 15, 2020, 2021 and 2022. Read SEC document |
| February 15, 2022 Filed Mar 4, 2022 02:44 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 606 | $113.20 | $68,599.20 |
DisclosureSEC source: 0001654954-22-002495 · section16.xml · nonDerivative · entry 4 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,939 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person incurred in connection with the vesting of the Reporting Person's restricted stock unit awards. Read SEC document |
| February 15, 2022 Filed Mar 4, 2022 02:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 1,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-002495 · section16.xml · nonDerivative · entry 3 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,545 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 |
| February 15, 2022 Filed Mar 4, 2022 02:44 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 4 | $113.20 | $452.80 |
DisclosureSEC source: 0001654954-22-002495 · section16.xml · nonDerivative · entry 2 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,609 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person incurred in connection with the vesting of the Reporting Person's restricted stock unit awards. Read SEC document |
| February 15, 2022 Filed Mar 4, 2022 02:44 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-002495 · section16.xml · nonDerivative · entry 1 Kniker Catherine · CIK 0001914751 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,613 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.