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 |
|---|---|---|---|---|---|---|
| November 17, 2020 Filed Nov 19, 2020 21:13 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 52,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012726 · section16.xml · derivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,809 Underlying: Common Stock · 52,809 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: Service-based RSUs that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F4 · derivative.expiration_date: Service-based RSUs that vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:13 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 26,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012726 · section16.xml · derivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,404 Underlying: Common Stock · 26,404 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: Target performance-based RSUs that can be earned to the extent the adjusted free cash flow performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F3 · derivative.expiration_date: Target performance-based RSUs that can be earned to the extent the adjusted free cash flow performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:13 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 26,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012726 · section16.xml · derivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,404 Underlying: Common Stock · 26,404 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: Target performance-based RSUs that can be earned to the extent the rTSR performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F2 · derivative.expiration_date: Target performance-based RSUs that can be earned to the extent the rTSR performance-measure is met for each of the three performance periods. RSUs earned are eligible to vest in three substantially equal installments on November 15, 2021, 2022 and 2023. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 21:29 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 5,644 | $98.61 | $556,533.96 |
DisclosureSEC source: 0001654954-20-012684 · section16.xml · nonDerivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703,904 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 $98.22 to $99.01. 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, 2020 Filed Nov 18, 2020 21:29 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 18,510 | $97.66 | $1,807,769.90 |
DisclosureSEC source: 0001654954-20-012684 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709,348 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 $97.205 to $98.195. 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, 2020 Filed Nov 18, 2020 21:29 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 846 | $96.42 | $81,569.63 |
DisclosureSEC source: 0001654954-20-012684 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728,058 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 $96.11 to $96.99. 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 15, 2020 Filed Nov 17, 2020 21:56 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 12,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012636 · 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 · 12,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 15, 2017 that vested on November 15, 2020. F9 · derivative.expiration_date: Performance-based RSUs granted on November 15, 2017 that vested on November 15, 2020. F10 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:56 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 20,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012636 · section16.xml · derivative · entry 8 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,844 Underlying: Common Stock · 20,423 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: RSUs granted on November 21, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F8 · derivative.expiration_date: RSUs granted on November 21, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F10 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:56 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 12,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012636 · section16.xml · derivative · entry 7 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,253 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: Performance-based RSUs granted on November 21, 2019 that vested on November 15, 2020. F7 · derivative.expiration_date: Performance-based RSUs granted on November 21, 2019 that vested on November 15, 2020. F10 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:56 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 6,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012636 · 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 · 6,381 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 21, 2019 that vested on November 15, 2020. F6 · derivative.expiration_date: Performance based RSUs granted on November 21, 2019 that vested on November 15, 2020. F10 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:56 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 18,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012636 · section16.xml · derivative · entry 5 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,003 Underlying: Common Stock · 18,003 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: RSUs granted on November 14, 2018 that vested on November 15, 2020. F5 · derivative.expiration_date: RSUs granted on November 14, 2018 that vested on November 15, 2020. F10 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:56 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 9,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012636 · section16.xml · derivative · entry 4 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,001 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: Performance-based RSUs granted on November 14, 2018 that vested on November 15, 2020. F4 · derivative.expiration_date: Performance-based RSUs granted on November 14, 2018 that vested on November 15, 2020. F10 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:56 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 21,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012636 · section16.xml · derivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,380 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 November 15, 2017 that vested on November 15, 2020. F3 · derivative.expiration_date: RSUs granted on November 15, 2017 that vested on November 15, 2020. F10 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:56 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 43,743 | $97.21 | $4,252,257.03 |
DisclosureSEC source: 0001654954-20-012636 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728,904 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 21:56 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 99,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012636 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772,647 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 21:10 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 2,016 | $94.68 | $190,874.88 |
DisclosureSEC source: 0001654954-20-012476 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672,806 F1 · shares: Tendered to Issuer to satisfy tax withholding obligations of the Reporting Person. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 21:10 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 6,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012476 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674,822 Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 22:00 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 12,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-012032 · section16.xml · derivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,253 Underlying: Common Stock · 12,253 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 20:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Unit · Derivative | 6,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-010529 · section16.xml · derivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,381 Underlying: Common Stock · 6,381 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 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 · 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. F4 · 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 20:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Unit · Derivative | 9,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-010529 · section16.xml · derivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,001 Underlying: Common Stock · 9,001 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. F4 · 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 20:12 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Unit · Derivative | 12,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-010529 · section16.xml · derivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,400 Underlying: Common Stock · 12,400 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. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 20:14 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 222 | $86.95 | $19,302.90 |
DisclosureSEC source: 0001654954-20-008383 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622,350 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 20:14 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 14,778 | $86.27 | $1,274,924.66 |
DisclosureSEC source: 0001654954-20-008383 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622,572 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 $85.88 to $86.83. 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 |
| August 03, 2020 Filed Aug 4, 2020 20:08 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 222 | $86.95 | $19,302.90 |
DisclosureSEC source: 0001654954-20-008378 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622,350 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 20:08 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 14,778 | $86.27 | $1,274,924.66 |
DisclosureSEC source: 0001654954-20-008378 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622,572 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 $85.88 to $86.83. 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 |
| May 28, 2020 Filed Jun 1, 2020 20:39 UTC | Sensata Technologies Holding plc ST · Entity 3797 | GrantOrdinary Shares, par value EUR 0.01 per share | 4,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001477294-20-000098 · wf-form4_159104394736738.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,594 F1 · kind: Granted pursuant to the Sensata Technologies Holding plc First Amended and Restated 2010 Equity Incentive Plan. F2 · shares: Consists of unvested restricted stock units (RSUs) granted to the reporting person on May 28, 2020. These RSUs will vest 100% on the date of the 2021 Annual Shareholders Meeting. Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:04 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 241 | $68.20 | $16,435.77 |
DisclosureSEC source: 0001654954-20-004864 · section16.xml · nonDerivative · entry 4 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,350 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. F5 · price: This transaction was executed in multiple trades at prices ranging from $68.75 to $68.845. 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 |
| May 01, 2020 Filed May 4, 2020 20:04 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 2,883 | $68.13 | $196,410.43 |
DisclosureSEC source: 0001654954-20-004864 · section16.xml · nonDerivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,591 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 $67.735 to $68.7. 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 |
| May 01, 2020 Filed May 4, 2020 20:04 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 4,785 | $67.31 | $322,085.53 |
DisclosureSEC source: 0001654954-20-004864 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,474 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 $66.725 to $67.715. 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 |
| May 01, 2020 Filed May 4, 2020 20:04 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 7,091 | $66.32 | $470,240.37 |
DisclosureSEC source: 0001654954-20-004864 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,259 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 $65.72 to $66.715. 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 03, 2020 Filed Feb 4, 2020 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Shares | 3,875 | $84.64 | $327,963.73 |
DisclosureSEC source: 0001654954-20-001111 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652,350 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 $84.16 to $84.945. 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 03, 2020 Filed Feb 4, 2020 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 11,125 | $83.87 | $933,090.46 |
DisclosureSEC source: 0001654954-20-001111 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,225 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 $83.13 to $84.105. 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 21, 2019 Filed Nov 25, 2019 21:06 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 61,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013370 · section16.xml · derivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,267 Underlying: Common Stock · 61,267 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: Service-based RSU's granted on November 21, 2019 that vest in three substantial installments on November 15, 2020, 2021 and 2022. F2 · derivative.expiration_date: Service-based RSU's granted on November 21, 2019 that vest in three substantial installments on November 15, 2020, 2021 and 2022. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 18, 2019 Filed Nov 19, 2019 21:09 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 3,023 | $73.57 | $222,403.02 |
DisclosureSEC source: 0001654954-19-013175 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667,350 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 $73.19 to $73.6. 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 18, 2019 Filed Nov 19, 2019 21:09 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 21,977 | $72.70 | $1,597,727.90 |
DisclosureSEC source: 0001654954-19-013175 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,373 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 $72.17 to $73.14. 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 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 18,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · derivative · entry 14 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,006 Underlying: Common Stock · 18,003 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. F10 · derivative.exercise_date: RSUs granted on November 14, 2018 that vest in three substantially equal installments on November 15, 2019, 2020 and 2021. F10 · derivative.expiration_date: RSUs granted on November 14, 2018 that vest in three substantially equal installments on November 15, 2019, 2020 and 2021. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 10,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · derivative · entry 13 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,681 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. F9 · derivative.exercise_date: Performance-based RSUs granted on November 14, 2018 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 59.33% and 10,681 RSUs were earned and vested. F9 · derivative.expiration_date: Performance-based RSUs granted on November 14, 2018 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 59.33% and 10,681 RSUs were earned and vested. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 10,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · derivative · entry 12 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,681 Underlying: Common Stock · 10,681 shares Expires not disclosed F3 · 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 14, 2018 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 59.33% and 10,681 RSUs were earned and vested. F9 · derivative.expiration_date: Performance-based RSUs granted on November 14, 2018 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 59.33% and 10,681 RSUs were earned and vested. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 13,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · 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 · 13,198 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. F8 · derivative.exercise_date: Performance-based RSUs granted on November 15, 2017 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 61.73% and 13,198 RSUs were earned and vested. F8 · derivative.expiration_date: Performance-based RSUs granted on November 15, 2017 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 61.73% and 13,198 RSUs were earned and vested. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 13,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · derivative · entry 10 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,198 Underlying: Common Stock · 13,198 shares Expires not disclosed F3 · 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 15, 2017 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 61.73% and 13,198 RSUs were earned and vested. F8 · derivative.expiration_date: Performance-based RSUs granted on November 15, 2017 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 61.73% and 13,198 RSUs were earned and vested. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 21,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · derivative · entry 9 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,380 Underlying: Copmmon Stock · 21,381 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 15, 2017 that vest in three substantially equal installments on November 15, 2018, 2019 and 2020. F7 · derivative.expiration_date: RSUs granted on November 15, 2017 that vest in three substantially equal installments on November 15, 2018, 2019 and 2020. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 26,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · 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 · 26,349 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: RSUs granted on October 31, 2016 that vested in three substantially equal installments on November 15, 2017, 2018 and 2019. F6 · derivative.expiration_date: RSUs granted on October 31, 2016 that vested in three substantially equal installments on November 15, 2017, 2018 and 2019. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 23,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · derivative · entry 7 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,624 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: Performance-based RSUs granted on October 31, 2016 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 89.66% and 23,624 RSU's were earned and vested. F5 · derivative.expiration_date: Performance-based RSUs granted on October 31, 2016 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 89.66% and 23,624 RSU's were earned and vested. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 23,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · derivative · entry 6 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,624 Underlying: Common Stock · 23,624 shares Expires not disclosed 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: Performance-based RSUs granted on October 31, 2016 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 89.66% and 23,624 RSU's were earned and vested. F5 · derivative.expiration_date: Performance-based RSUs granted on October 31, 2016 that could be earned only to the extent the established performance measure was met for the performance period ended September 30, 2019. The performance measure was met at 89.66% and 23,624 RSU's were earned and vested. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 25,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · derivative · entry 5 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,927 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: Aspirational performance-based RSUs granted on October 31, 2016 that could be earned only to the extent the established performance measure was met for the period ended September 30, 2017. The performance measure was met at 49.2% and 77,781 RSUs were earned. The RSUs earned vested in three substantially equal installments on November 15, 2017, 2018 and 2019. F4 · derivative.expiration_date: Aspirational performance-based RSUs granted on October 31, 2016 that could be earned only to the extent the established performance measure was met for the period ended September 30, 2017. The performance measure was met at 49.2% and 77,781 RSUs were earned. The RSUs earned vested in three substantially equal installments on November 15, 2017, 2018 and 2019. F11 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 59,768 | $74.09 | $4,428,211.12 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · nonDerivative · entry 4 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692,350 F2 · 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, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 139,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · nonDerivative · entry 3 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752,118 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 15, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | Tax withholdingCommon Stock | 5,850 | $74.09 | $433,426.50 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612,955 F2 · 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, 2019 Filed Nov 19, 2019 21:19 UTC | PTC INC. PTC · Entity 3317 | GrantCommon Stock | 13,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-013188 · section16.xml · nonDerivative · entry 1 HEPPELMANN JAMES E · CIK 0001186555 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618,805 F1 · shares: Bonus shares granted upon satisfaction of performance conditions for FY 2019. Read SEC document |
| May 28, 2019 Filed May 30, 2019 21:18 UTC | Sensata Technologies Holding plc ST · Entity 3797 | GrantOrdinary Shares, par value EUR 0.01 per share | 3,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001477294-19-000076 · wf-form4_155925111965562.xml · nonDerivative · entry 2 HEPPELMANN JAMES E · CIK 0001186555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,516 F2 · kind: Granted pursuant to the Sensata Technologies Holding plc First Amended and Restated 2010 Equity Incentive Plan. F3 · shares: Consists of unvested restricted stock units (RSUs) granted to the reporting person on May 28, 2019. These RSUs will vest 100% on the date of the 2020 Annual Shareholders Meeting. 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.