INVESTABOT
Equity Research
XNAS · SERVICES-PREPACKAGED SOFTWARE
Includes notes from domestic 8-K and foreign private issuer 6-K disclosures.
PTC (PTC) had 1 Form 144 pre-sale notice filed on 2026-05-12. Form 144 filings signal an insider's intent to sell securities under SEC Rule 144 — they do not confirm a completed transaction.
open-market Form 4 only - grants, exercises, tax withholding excluded
0 buyers - 0 unique sellers · 7 accumulating - 5 trimming - 1 unchanged
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| September 15, 2026 | Bernshteyn Robert | — | OPTION_EXERCISE | -1,117 | — | — |
| September 15, 2026 | Bernshteyn Robert | — | OPTION_EXERCISE | 1,117 | — | — |
| August 15, 2026 | Barua Neil | President and CEO | OPTION_EXERCISE | 11,471 | — | — |
| August 15, 2026 | Barua Neil | President and CEO | TAX_WITHHOLD | -5,547 | $150 | ~$0.8M |
| August 15, 2026 | Barua Neil | President and CEO | OPTION_EXERCISE | -11,471 | — | — |
| August 15, 2026 | Stevenson Jon | Chief Product Officer | OPTION_EXERCISE | 4,099 | — | — |
| August 15, 2026 | Stevenson Jon | Chief Product Officer | TAX_WITHHOLD | -1,204 | $150 | ~$0.2M |
| August 15, 2026 | Stevenson Jon | Chief Product Officer | OPTION_EXERCISE | -4,099 | — | — |
| March 16, 2026 | Lathan Corinna | — | SELL | -675 | $157 | ~$0.1M |
| March 15, 2026 | Pham Trac | — | OPTION_EXERCISE | 1,181 | — | — |
| March 15, 2026 | Pham Trac | — | OPTION_EXERCISE | -1,181 | — | — |
| March 3, 2026 | Von Staats Aaron C | EVP, Chief Legal Officer | SELL | -2,639 | $160 | ~$0.4M |
| February 11, 2026 | Von Staats Aaron C | EVP, Chief Legal Officer | SELL | -232 | $161 | ~$37K |
| February 11, 2026 | Von Staats Aaron C | EVP, Chief Legal Officer | SELL | -8 | $162 | ~$1K |
| February 11, 2026 | Pham Trac | — | OPTION_EXERCISE | 1,431 | — | — |
| February 11, 2026 | Pham Trac | — | OPTION_EXERCISE | -1,431 | — | — |
| February 11, 2026 | Pham Trac | — | GRANT | 1,703 | — | — |
| February 11, 2026 | Lico James A | — | OPTION_EXERCISE | 410 | — | — |
| February 11, 2026 | Lico James A | — | OPTION_EXERCISE | -410 | — | — |
| February 11, 2026 | Lico James A | — | GRANT | 1,703 | — | — |
| Date | Filer | Relationship | Est. shares | Filing |
|---|---|---|---|---|
| May 12, 2026 | Alice Christenson | — | 816 | SEC |
| Institution | Shares | Value ($) | Change % | Filing date |
|---|---|---|---|---|
| Vanguard Group | 14,715,433 | ~$2.6B | — | January 29, 2026 |
| BlackRock | 14,082,551 | ~$2.6B | — | August 13, 2024 |
| BlackRock | 11,408,814 | ~$2.0B | — | February 12, 2026 |
| BlackRock | 11,555,780 | ~$1.6B | 1.3% | May 13, 2026 |
| BlackRock | 11,499,640 | ~$1.3B | -0.5% | August 7, 2026 |
| State Street | 5,905,645 | ~$1.0B | — | February 13, 2026 |
| State Street | 5,855,368 | ~$834.3M | -0.8% | May 15, 2026 |
| State Street | 6,452,323 | ~$733.0M | 10.2% | August 7, 2026 |
| Citadel Advisors | 2,339,129 | ~$265.7M | 277.4% | August 14, 2026 |
| Morgan Stanley | 1,219,489 | ~$212.4M | — | May 27, 2026 |
| Morgan Stanley | 1,337,974 | ~$190.6M | 9.7% | May 15, 2026 |
| Morgan Stanley | 1,530,163 | ~$173.8M | 14.4% | August 13, 2026 |
| Goldman Sachs | 657,612 | ~$93.7M | 56.9% | May 15, 2026 |
| JP Morgan Chase | 519,215 | ~$90.5M | — | February 11, 2026 |
| JP Morgan Chase | 641,025 | ~$89.5M | 23.5% | May 13, 2026 |
| Citadel Advisors | 619,788 | ~$88.3M | 850.7% | May 15, 2026 |
| Goldman Sachs | 754,374 | ~$85.7M | 14.7% | August 14, 2026 |
| Goldman Sachs | 419,069 | ~$73.0M | — | March 25, 2026 |
| Fidelity (FMR) | 486,410 | ~$69.3M | 24.9% | May 15, 2026 |
| JP Morgan Chase | 601,831 | ~$68.5M | -6.1% | August 12, 2026 |