Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Agile Growth Corp.AGGR · Entity 115503 | Director | March 09, 2021 | March 09, 2021 |
| PTC INC.PTC · Entity 3317 | Director · CEO | February 05, 2024 | February 06, 2024 |
| Sensata Technologies Holding plcST · Entity 3797 | Director | May 26, 2022 | May 31, 2022 |
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.
Agile Growth Corp.
Report date March 09, 2021 · Filed March 09, 2021
This filing explicitly reported no securities owned.
PTC INC.
Report date February 05, 2024 · Filed February 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 968,357 |
Ending reported balance
After 2024-02-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-02-05 · Sale · Disposed 13,129 · Balance 990,228 F1: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on August 7, 2023. F2: This transaction was executed in multiple trades at prices ranging from $176.14 to $177.135. 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. Row 2 · 2024-02-05 · Sale · Disposed 21,273 · Balance 968,955 F1: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on August 7, 2023. F3: This transaction was executed in multiple trades at prices ranging from $177.14 to $178.1. 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. Row 3 · 2024-02-05 · Sale · Disposed 598 · Balance 968,357 F1: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on August 7, 2023. F4: This transaction was executed in multiple trades at prices ranging from $178.145 to $178.59. 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: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on August 7, 2023.
F2: This transaction was executed in multiple trades at prices ranging from $176.14 to $177.135. 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.
F3: This transaction was executed in multiple trades at prices ranging from $177.14 to $178.1. 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.
F4: This transaction was executed in multiple trades at prices ranging from $178.145 to $178.59. 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.
Sensata Technologies Holding plc
Report date May 26, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, par value EUR 0.01 per shareSEC Table I · non-derivative | Direct | 23,381 |
Reported balance
After 2022-05-26 transaction · row 1
1 source rowRow 1 · 2022-05-26 · Grant · Acquired 3,240 · Balance 23,381 F1: Granted pursuant to the Sensata Technologies Holding plc 2021 Equity Incentive Plan. F2: Consists of unvested restricted securities granted to the reporting person on May 26, 2022. The restricted securities vest 100% on the date of the 2023 Annual Shareholders Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted pursuant to the Sensata Technologies Holding plc 2021 Equity Incentive Plan.
F2: Consists of unvested restricted securities granted to the reporting person on May 26, 2022. The restricted securities vest 100% on the date of the 2023 Annual Shareholders Meeting.
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 |
|---|---|---|---|---|---|---|
| February 05, 2024 Filed Feb 6, 2024 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 598 | $178.37 | $106,665.26 |
DisclosureSEC source: 0001654954-24-001396 · section16.xml · nonDerivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 968,357 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on August 7, 2023. F4 · price: This transaction was executed in multiple trades at prices ranging from $178.145 to $178.59. 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. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 21,273 | $177.49 | $3,775,744.77 |
DisclosureSEC source: 0001654954-24-001396 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 968,955 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on August 7, 2023. F3 · price: This transaction was executed in multiple trades at prices ranging from $177.14 to $178.1. 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. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 13,129 | $176.78 | $2,320,944.62 |
DisclosureSEC source: 0001654954-24-001396 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 990,228 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan adopted on August 7, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $176.14 to $177.135. 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. Read SEC document |
| November 27, 2023 Filed Nov 28, 2023 21:05 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 4,844 | $154.75 | $749,609.00 |
DisclosureSEC source: 0001654954-23-014856 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,003,357 F2 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person on the shares released. Read SEC document |
| November 27, 2023 Filed Nov 28, 2023 21:05 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 11,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014856 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,008,201 F1 · shares: Shares earned under the FY23 Corporate Incentive Plan. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 10,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014550 · section16.xml · derivative · entry 4 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,990 Underlying: Common Stock · 10,990 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. F5 · derivative.exercise_date: Performance based RSUs granted under our FY24 Corporate Incentive Plan eligible to vest on November 15, 2024. F5 · derivative.expiration_date: Performance based RSUs granted under our FY24 Corporate Incentive Plan eligible to vest on November 15, 2024. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 24,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014550 · section16.xml · derivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,243 Underlying: Common Stock · 24,243 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: RSUs granted on November 15, 2023 eligible to vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F4 · derivative.expiration_date: RSUs granted on November 15, 2023 eligible to vest in three substantially equal installments on November 15, 2024, 2025 and 2026. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 12,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014550 · section16.xml · derivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,121 Underlying: Common Stock · 12,121 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 15, 2023 eligible to vest to the extent earned in one installment on November 15, 2026. F3 · derivative.expiration_date: Performance based RSUs granted on November 15, 2023 eligible to vest to the extent earned in one installment on November 15, 2026. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 12,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014550 · section16.xml · derivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,121 Underlying: Common Stock · 12,121 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, 2023 eligible to vest to the extent earned in three substantially equal installments on November 15, 2024, 2025 and 2026. F2 · derivative.expiration_date: Performance based RSUs granted on November 15, 2023 eligible to vest to the extent earned in three substantially equal installments on November 15, 2024, 2025 and 2026. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 12,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · derivative · entry 11 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,674 Underlying: Common Stock · 12,837 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. F10 · derivative.exercise_date: RSUs granted on November 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F10 · derivative.expiration_date: RSUs granted on November 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 9,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · derivative · entry 10 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,836 Underlying: Common Stock · 9,243 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. F9 · derivative.exercise_date: Performance-based RSUs granted on November 16, 2022 that vest to the extent earned in November 2023, 2024 and 2025. F9 · derivative.expiration_date: Performance-based RSUs granted on November 16, 2022 that vest to the extent earned in November 2023, 2024 and 2025. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 10,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · derivative · entry 9 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,965 Underlying: Common Stock · 10,935 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. F8 · derivative.exercise_date: Performance-based RSUs granted on November 17, 2021 that vest to the extent earned in November 2022, 2023 and 2024. F8 · derivative.expiration_date: Performance-based RSUs granted on November 17, 2021 that vest to the extent earned in November 2022, 2023 and 2024. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 13,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · derivative · entry 8 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,930 Underlying: Common Stock · 13,931 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. 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. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 13,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · derivative · entry 7 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,201 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. F6 · derivative.exercise_date: Performance based RSUs granted on November 17, 2020 that could be earned for FY23 that were earned and vested on November 15, 2023. F6 · derivative.expiration_date: Performance based RSUs granted on November 17, 2020 that could be earned for FY23 that were earned and vested on November 15, 2023. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 13,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · derivative · entry 6 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,817 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. F5 · derivative.exercise_date: Performance based RSUs granted on November 17, 2020 that could be earned for FY23 that were earned and vested on November 15, 2023. F5 · derivative.expiration_date: Performance based RSUs granted on November 17, 2020 that could be earned for FY23 that were earned and vested on November 15, 2023. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 17,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · derivative · entry 5 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,603 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 November 17, 2020 that vested on November 15, 2023. F4 · derivative.expiration_date: RSUs granted on November 17, 2020 that vested on November 15, 2023. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 141,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · derivative · entry 4 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 141,346 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: Performance-based RSUs granted on September 24, 2020 that could be earned for FY23 that were earned and vested on November 15, 2023. F3 · derivative.expiration_date: Performance-based RSUs granted on September 24, 2020 that could be earned for FY23 that were earned and vested on November 15, 2023. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 141,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · derivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,346 Underlying: Common Stock · 141,346 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 September 24, 2020 that could be earned for FY23 that were earned and vested on November 15, 2023. F3 · derivative.expiration_date: Performance-based RSUs granted on September 24, 2020 that could be earned for FY23 that were earned and vested on November 15, 2023. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 105,896 | $154.68 | $16,379,993.28 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 997,078 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, 2023 Filed Nov 17, 2023 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 232,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-014545 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,102,974 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 |
| December 08, 2022 Filed Dec 9, 2022 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 758 | $124.62 | $94,465.07 |
DisclosureSEC source: 0001654954-22-016310 · section16.xml · nonDerivative · entry 4 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 915,667 F4 · price: This transaction was executed in multiple trades at prices ranging from $124.45 to $124.73. 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. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,831 | $124.11 | $227,253.83 |
DisclosureSEC source: 0001654954-22-016310 · section16.xml · nonDerivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 916,425 F3 · price: This transaction was executed in multiple trades at prices ranging from $123.5 to $124.4. 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. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 3,902 | $122.88 | $479,488.30 |
DisclosureSEC source: 0001654954-22-016310 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 918,256 F2 · price: This transaction was executed in multiple trades at prices ranging from $122.495 to $123.27. 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. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 8,509 | $121.90 | $1,037,258.16 |
DisclosureSEC source: 0001654954-22-016310 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 922,158 F1 · price: This transaction was executed in multiple trades at prices ranging from $121.48 to $122.47. 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. Read SEC document |
| December 08, 2022 Filed Nov 17, 2023 21:05 UTC Amendment | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 758 | $124.62 | $94,465.07 |
DisclosureSEC source: 0001654954-23-014540 · section16.xml · nonDerivative · entry 4 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 870,061 F1 · balance_after: This amendment is being filed solely to correct the aggregate amount of shares owned following the reported transactions, which were inflated in the original filing due to the inadvertent inclusion of unvested RSUs (derivative securities) in the shares owned total. Read SEC document |
| December 08, 2022 Filed Nov 17, 2023 21:05 UTC Amendment | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,831 | $124.11 | $227,253.83 |
DisclosureSEC source: 0001654954-23-014540 · section16.xml · nonDerivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 870,819 F1 · balance_after: This amendment is being filed solely to correct the aggregate amount of shares owned following the reported transactions, which were inflated in the original filing due to the inadvertent inclusion of unvested RSUs (derivative securities) in the shares owned total. Read SEC document |
| December 08, 2022 Filed Nov 17, 2023 21:05 UTC Amendment | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 3,902 | $122.88 | $479,488.30 |
DisclosureSEC source: 0001654954-23-014540 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 872,650 F1 · balance_after: This amendment is being filed solely to correct the aggregate amount of shares owned following the reported transactions, which were inflated in the original filing due to the inadvertent inclusion of unvested RSUs (derivative securities) in the shares owned total. Read SEC document |
| December 08, 2022 Filed Nov 17, 2023 21:05 UTC Amendment | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 8,509 | $121.90 | $1,037,258.16 |
DisclosureSEC source: 0001654954-23-014540 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 876,552 F1 · balance_after: This amendment is being filed solely to correct the aggregate amount of shares owned following the reported transactions, which were inflated in the original filing due to the inadvertent inclusion of unvested RSUs (derivative securities) in the shares owned total. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 23:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 38,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015511 · section16.xml · derivative · entry 5 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,511 Underlying: Common Stock · 38,511 shares Expires not disclosed F4 · 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 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F7 · derivative.expiration_date: RSUs granted on November 16, 2022 that vest in three substantially equal installments on November 15, 2023, 2024 and 2025. F8 · 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 23:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 19,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015511 · section16.xml · derivative · entry 4 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,255 Underlying: Common Stock · 19,255 shares Expires not disclosed F4 · 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 16, 2022 that vest in one installment on November 15, 2025. F6 · derivative.expiration_date: Performance based RSUs granted on November 16, 2022 that vest in one installment on November 15, 2025. F8 · 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 23:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 19,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015511 · section16.xml · derivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,255 Underlying: Common Stock · 19,255 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5 · 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. F5 · 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. F8 · 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 23:07 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 3,051 | $130.71 | $398,808.11 |
DisclosureSEC source: 0001654954-22-015511 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 930,667 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $130.5925 to $130.815. 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. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 23:07 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 31,199 | $130.10 | $4,058,961.82 |
DisclosureSEC source: 0001654954-22-015511 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,718 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $129.58 to $130.58. 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. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 23:03 UTC | PTC INC. PTC · Entity 3317 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · nonDerivative · entry 4 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 964,917 F3 · shares: Gift to the Renaissance Charitable Foundation, Inc. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 10,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 16 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,930 Underlying: Common Stock · 10,379 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F13 · 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.. F13 · 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.. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 13,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 15 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,801 Underlying: Common Stock · 13,494 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F12 · derivative.exercise_date: Performance based RSUs granted on November 17, 2020 that could be earned for FY22 that were earned and vested on November 15, 2022. F12 · derivative.expiration_date: Performance based RSUs granted on November 17, 2020 that could be earned for FY22 that were earned and vested on November 15, 2022. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 13,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 14 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,801 Underlying: Common Stock · 13,113 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F11 · derivative.exercise_date: Performance based RSUs granted on November 17, 2020 that could be earned for FY22 that were earned and vested on November 15, 2022. F11 · derivative.expiration_date: Performance based RSUs granted on November 17, 2020 that could be earned for FY22 that were earned and vested on November 15, 2022. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 13,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 13 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,861 Underlying: Common Stock · 13,931 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F10 · derivative.exercise_date: RSUs granted on November 17, 2021 that vest in three substantially equal installments on November 15, 2022, 2023 and 2024. F10 · derivative.expiration_date: RSUs granted on November 17, 2021 that vest in three substantially equal installments on November 15, 2022, 2023 and 2024. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 17,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 12 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,603 Underlying: Common Stock · 17,603 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F9 · derivative.exercise_date: RSUs granted on November 17, 2020 that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F9 · derivative.expiration_date: RSUs granted on November 17, 2020 that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 144,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 11 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 144,014 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F8 · derivative.exercise_date: Performance-based RSUs granted on September 24, 2020 that could be earned for FY22 that earned and vested on November 15, 2022. F8 · derivative.expiration_date: Performance-based RSUs granted on September 24, 2020 that could be earned for FY22 that earned and vested on November 15, 2022. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 144,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 10 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,014 Underlying: Common Stock · 144,014 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F8 · derivative.exercise_date: Performance-based RSUs granted on September 24, 2020 that could be earned for FY22 that earned and vested on November 15, 2022. F8 · derivative.expiration_date: Performance-based RSUs granted on September 24, 2020 that could be earned for FY22 that earned and vested on November 15, 2022. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 20,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 9 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,422 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. F4 · 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 21, 2019 that vested on November 15, 2022. F7 · derivative.expiration_date: RSUs granted on November 21, 2019 that vested on November 15, 2022. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 20,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 8 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,422 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. F4 · 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 21, 2019 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 21, 2019 that could be earned for FY22 that were earned and vested on November 15, 2022. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 20,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 7 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,422 Underlying: Common Stock · 20,422 shares Expires not disclosed F4 · 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 21, 2019 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 21, 2019 that could be earned for FY22 that were earned and vested on November 15, 2022. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 30,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 6 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,705 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5 · derivative.exercise_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY22 that were earned and vested on November 15, 2022. F5 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY22 that were earned and vested on November 15, 2022. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 30,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · derivative · entry 5 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,705 Underlying: Common Stock · 30,705 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5 · derivative.exercise_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY22 that were earned and vested on November 15, 2022. F5 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that could be earned for FY22 that were earned and vested on November 15, 2022. F14 · 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 23:03 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 130,397 | $132.01 | $17,213,707.97 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · nonDerivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 965,667 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 23:03 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 12,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,096,064 F1 · shares: Shares earned under FY22 Corporate Incentive Plan. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 284,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-015508 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083,595 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 2, 2022 20:06 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 188 | $123.44 | $23,207.36 |
DisclosureSEC source: 0001654954-22-010457 · section16.xml · nonDerivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 799,512 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan. F4 · price: This transaction was executed in multiple trades at prices ranging from $123.37 to $123.52. 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. 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.