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Company Analysis

PMTC Insider Trading

PTC INC. | Services-Prepackaged Software

Comprehensive Trading Performance Summary

The investment history of corporate insiders at PTC INC. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Services-Prepackaged Software sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2012-02-04 01:24 2012-02-02 Diouane Marc Officer - EVP Global Services & Partners SELL $25.54 15,513 $396,142 11,527 -57.4%
2012-02-04 01:29 2012-02-03 HARRISON C RICHARD Director, Officer - Executive Chairman OPT+S $26.00 66,818 $1,737,321 1,220,378 0.0%
2012-02-02 21:26 2012-02-01 HEPPELMANN JAMES E Director, Officer - President and CEO OPT+S $25.57 60,000 $1,534,008 297,508 0.0%
2012-02-01 22:51 2012-01-31 VON STAATS AARON C Officer - CVP,General Counsel, Secretary SELL $25.04 16,000 $400,688 37,902 -29.7%
2012-02-01 22:46 2012-01-30 GRIERSON DONALD K Director OPT+S $25.10 15,000 $376,511 86,923 0.0%
2012-02-01 22:48 2012-01-30 COHEN BARRY F Officer - EVP Strategy OPT+S $25.02 159,999 $4,003,015 181,473 0.0%
2011-11-22 18:28 2011-11-21 Diouane Marc Officer - EVP Global Services & Partners SELL $20.00 10,441 $208,842 27,040 -27.9%
2011-11-17 21:28 2011-11-16 HEPPELMANN JAMES E Director, Officer - President and CEO OPT+S $21.18 17,113 $362,494 307,508 0.0%
2011-11-09 01:33 2011-11-08 Diouane Marc Officer - EVP Global Services OPT+S $21.95 4,000 $87,819 0 0.0%
2011-11-04 21:48 2011-11-02 Ranaldi Robert Officer - EVP Worldwide Sales OPT+S $20.34 4,000 $81,363 4,613 0.0%
2011-11-03 00:00 2011-11-01 HEPPELMANN JAMES E Director, Officer - President and CEO OPT+S $20.09 89,999 $1,808,215 218,563 0.0%
2011-09-09 16:35 2011-09-07 Gremley Robert C Officer - EVP, Chief Marketing Officer SELL $17.07 9,183 $156,798 50,224 -15.5%
2011-09-09 20:55 2011-09-07 GRIERSON DONALD K Director OPT+S $16.84 30,000 $505,242 86,923 0.0%
2011-09-09 20:53 2011-09-08 PORTER MICHAEL E Director OPT+S $16.72 51,900 $868,022 193,698 0.0%
2011-09-07 16:02 2011-09-06 HEPPELMANN JAMES E Director, Officer - President and CEO OPT+S $16.28 90,000 $1,465,119 228,563 0.0%
2011-08-24 16:42 2011-08-23 VON STAATS AARON C Officer - CVP,General Counsel, Secretary SELL $17.25 5,000 $86,250 24,134 -17.2%
2011-08-17 18:30 2011-08-16 ZAMBONINI RENATO Director BUY $17.95 10,000 $179,537 29,726 +50.7%
2011-08-17 18:28 2011-08-16 BOGAN THOMAS F Director BUY $17.71 5,000 $88,559 24,540 +25.6%
2011-05-11 19:27 2011-05-10 GRIERSON DONALD K Director OPT+S $23.12 10,000 $231,200 86,923 0.0%
2011-05-11 19:23 2011-05-10 COHEN BARRY F Officer - EVP Strategy OPT+S $23.11 74,871 $1,730,606 130,659 0.0%
2011-05-05 18:11 2011-05-03 COHEN BARRY F Officer - EVP Strategy OPT+S $23.10 49,554 $1,144,846 130,659 0.0%
2011-05-03 23:58 2011-05-03 Shepherd Brian A Officer - EVP Product Development SELL $23.00 25,095 $577,185 18,550 -57.5%
2011-05-03 22:27 2011-05-03 VON STAATS AARON C Officer - CVP,General Counsel, Secretary SELL $23.28 12,950 $301,419 29,134 -30.8%
2011-05-03 21:27 2011-05-02 DIBONA ANTHONY Officer - EVP Global Maintenance Support OPT+S $23.78 35,000 $832,367 48,753 0.0%
2011-05-03 21:33 2011-05-02 HEPPELMANN JAMES E Director, Officer - President and CEO OPT+S $23.77 120,000 $2,852,148 238,563 0.0%
2011-05-03 21:32 2011-05-02 COHEN BARRY F Officer - EVP Strategy OPT+S $23.63 75,575 $1,785,671 130,659 0.0%
2010-12-02 19:49 2010-12-01 Diouane Marc Officer - EVP Global Services SELL $22.11 25,898 $572,576 0 -100.0%
2010-11-17 21:58 2010-11-16 DIBONA ANTHONY Officer - EVP Global Maintenance Support OPT+S $20.87 10,468 $218,427 63,753 0.0%
2010-11-17 21:59 2010-11-16 CUNNINGHAM PAUL J Officer - EVP Worldwide Sales OPT+S $20.92 49,715 $1,040,232 51,802 0.0%
2010-11-12 19:08 2010-11-09 VON STAATS AARON C Officer - CVP,General Counsel, Secretary OPT+S $22.32 9,000 $200,880 24,772 0.0%
2010-11-12 19:13 2010-11-10 DIBONA ANTHONY Officer - EVP Global Maintenance Support SELL $22.11 7,498 $165,781 47,209 -13.7%
2010-11-12 19:09 2010-11-10 MOSES CORNELIUS F III Officer - Senior Finance Consultant SELL $22.11 18,741 $414,309 135,948 -12.1%
2010-11-12 19:06 2010-11-09 CUNNINGHAM PAUL J Officer - EVP Worldwide Sales OPT+S $22.30 71,792 $1,600,710 63,944 0.0%
2010-11-09 17:34 2010-11-08 HEPPELMANN JAMES E Director, Officer - President and CEO OPT+S $22.43 50,000 $1,121,620 199,598 0.0%
2010-11-03 00:09 2010-10-29 HARRISON C RICHARD Director, Officer - Executive Chairman SELL $21.41 312,046 $6,681,872 985,058 -24.1%
2010-11-01 19:42 2010-10-29 DIBONA ANTHONY Officer - EVP Global Maintenance Support OPT+S $21.44 20,000 $428,798 61,991 0.0%
2010-11-01 19:42 2010-10-29 HARRISON C RICHARD Director, Officer - Executive Chairman OPT+S $21.41 312,046 $6,681,872 985,058 0.0%
2010-09-08 20:28 2010-09-08 MOSES CORNELIUS F III Officer - Chief Financial Officer, EVP OPT+S $17.95 11,216 $201,327 168,124 0.0%
2010-09-08 15:42 2010-09-07 MOSES CORNELIUS F III Officer - Chief Financial Officer, EVP OPT+S $17.99 94,803 $1,705,241 168,124 0.0%
2010-09-07 22:54 2010-09-03 MOSES CORNELIUS F III Officer - Chief Financial Officer, EVP OPT+S $18.01 293,980 $5,294,991 168,124 0.0%
2010-09-07 19:24 2010-09-02 CUNNINGHAM PAUL J Officer - EVP Worldwide Sales OPT+S $17.65 20,000 $353,070 100,740 0.0%
2010-09-07 22:52 2010-09-03 HEPPELMANN JAMES E Director, Officer - President and COO OPT+S $18.04 50,000 $902,050 199,598 0.0%
2010-08-30 23:30 2010-08-27 VON STAATS AARON C Officer - CVP,General Counsel, Secretary SELL $17.25 5,000 $86,250 29,772 -14.4%
2010-08-30 23:35 2010-08-27 CUNNINGHAM PAUL J Officer - EVP Worldwide Sales OPT+S $17.25 30,000 $517,500 100,740 0.0%
2010-08-23 23:28 2010-08-20 COHEN BARRY F Officer - EVP Strategic Services SELL $17.18 30,000 $515,430 100,567 -23.0%
2010-08-17 18:37 2010-08-13 CUNNINGHAM PAUL J Officer - EVP Worldwide Sales OPT+S $17.54 25,000 $438,375 100,740 0.0%
2010-08-06 18:16 2010-08-05 CUNNINGHAM PAUL J Officer - EVP Worldwide Sales OPT+S $18.32 25,000 $458,050 100,740 0.0%
2010-08-04 00:07 2010-08-02 DIBONA ANTHONY Officer - EVP Global Maintenance Support OPT+S $18.39 30,000 $551,682 61,991 0.0%
2010-08-02 21:28 2010-07-30 MOSES CORNELIUS F III Officer - Chief Financial Officer, EVP SELL $17.83 15,360 $273,823 168,124 -8.4%
2010-06-10 00:44 2009-11-06 DIBONA ANTHONY Officer - EVP Global Maintenance Support SELL $15.70 28,621 $449,467 83,763 -25.5%
SHOW ENTRIES

How to Interpret $PMTC Trades

Not every insider transaction in PTC INC. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $PMTC shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for PMTC

Insider activity data for PTC INC. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $PMTC, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.