Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PTC INC.PTC · Entity 3317 | President and COO | May 24, 2024 | May 28, 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 May 24, 2024 · Filed May 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,148 |
Ending reported balance
After 2024-05-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-05-24 · Sale · Disposed 277 · Balance 59,463 Row 2 · 2024-05-24 · Sale · Disposed 6,315 · Balance 53,148 F1: This transaction was executed in multiple trades at prices ranging from $182.74 to $183.69. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $182.74 to $183.69. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 15, 2020 Filed Nov 17, 2020 21:57 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 10,627 | $97.21 | $1,033,050.67 |
DisclosureSEC source: 0001654954-20-012637 · section16.xml · nonDerivative · entry 2 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,719 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 |
| November 15, 2020 Filed Nov 17, 2020 21:57 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 26,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012637 · section16.xml · nonDerivative · entry 1 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,346 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 |
| November 12, 2020 Filed Nov 16, 2020 21:11 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 706 | $94.68 | $66,844.08 |
DisclosureSEC source: 0001654954-20-012477 · section16.xml · nonDerivative · entry 2 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,156 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 21:11 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 2,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012477 · section16.xml · nonDerivative · entry 1 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,862 Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 22:01 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 3,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012034 · section16.xml · derivative · entry 1 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,330 Underlying: Common Stock · 3,330 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: Performance-based RSUs granted on November 21, 2019 that could be earned for the FY20 performance period. These RSUs are now eligible to vest on November 15, 2020. F2 · derivative.expiration_date: Performance-based RSUs granted on November 21, 2019 that could be earned for the FY20 performance period. These RSUs are now eligible to vest on November 15, 2020. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 20:11 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Unit · Derivative | 1,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-010528 · section16.xml · derivative · entry 3 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,734 Underlying: Common Stock · 1,734 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. F4 · derivative.exercise_date: Performance-based RSUs granted on November 21, 2019 that could be earned for the FY20 performance period. 62.5% of the RSUs eligible to be earned for FY20 are now eligible to vest on November 15, 2020. F4 · derivative.expiration_date: Performance-based RSUs granted on November 21, 2019 that could be earned for the FY20 performance period. 62.5% of the RSUs eligible to be earned for FY20 are now eligible to vest on November 15, 2020. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 20:11 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Unit · Derivative | 2,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-010528 · section16.xml · derivative · entry 2 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,446 Underlying: Common Stock · 2,446 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. F3 · derivative.exercise_date: Performance-based RSUs granted on November 14, 2018 that could be earned for the FY20 performance period. 50% of the RSUs eligible to be earned for FY20 are now eligible to vest on November 15, 2020. F3 · derivative.expiration_date: Performance-based RSUs granted on November 14, 2018 that could be earned for the FY20 performance period. 50% of the RSUs eligible to be earned for FY20 are now eligible to vest on November 15, 2020. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 20:11 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Unit · Derivative | 3,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-010528 · section16.xml · derivative · entry 1 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,024 Underlying: Common Stock · 3,024 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: Performance-based RSUs granted on November 15, 2017 that could be earned for the FY20 performance period. 58% of the RSUs eligible to be earned for FY20 are now eligible to vest on November 15, 2020. F2 · derivative.expiration_date: Performance-based RSUs granted on November 15, 2017 that could be earned for the FY20 performance period. 58% of the RSUs eligible to be earned for FY20 are now eligible to vest on November 15, 2020. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| May 18, 2020 Filed May 19, 2020 20:05 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 14,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-005762 · section16.xml · derivative · entry 1 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 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 May 18, 2020 that vest in three substantially equal installments on May 15, 2021, 2022 and 2023. F2 · derivative.expiration_date: RSUs granted May 18, 2020 that vest in three substantially equal installments on May 15, 2021, 2022 and 2023. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 15, 2020 Filed Mar 16, 2020 20:49 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-002703 · section16.xml · derivative · entry 3 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,302 Underlying: Common Stock · 2,302 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 March 7, 2018 that vest in three substantially equal installments on March 15, 2019, 2020 and 2021. F3 · derivative.expiration_date: RSUs granted on March 7, 2018 that vest in three substantially equal installments on March 15, 2019, 2020 and 2021. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 15, 2020 Filed Mar 16, 2020 20:49 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 728 | $56.37 | $41,037.36 |
DisclosureSEC source: 0001654954-20-002703 · section16.xml · nonDerivative · entry 2 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,417 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 |
| March 15, 2020 Filed Mar 16, 2020 20:49 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 2,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-002703 · section16.xml · nonDerivative · entry 1 Ditullio Michael · CIK 0001804048 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,145 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.