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PTCPTC Inc. · Insider ownership research

PTC Inc. insiders sold $11.9M in the past 12 months. How much of their stake is that?

About 1.3% overall. As a group they ended with more shares than they started with.

Updated Oct 9, 2026 from SEC filings · covers Oct 10, 2025 to Oct 9, 2026
How this comparesMore of their stake sold than at 118 of the 416 other companies we can measure (#299 of 417)See ranking
0
buyers among officers and directors, past 12 months
24%
of sales were under disclosed trading plans, past 12 months
4 of 16
officers and directors sold shares, past 12 months
Recent activity · past 30 days, Sep 10, 2026 to Oct 9, 2026
Oct 5, 2026Corinna Lathan sold 1.8K shares ($343K) under a disclosed trading plan. That is 21% of the total stake held that day.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Corinna Lathan
Director
1,750$195.7521%6.7KOct 5, 2026Oct 6, 2026

"% of total stake" is the shares in this event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings don't reconcile, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Is this normal? Less than usual: about one-fifteenth of the 5-year average. 4 insiders sold; the average is 8 a year. Year by year
Latest filing: Filed Oct 6 for a sale on Oct 5. Corinna Lathan sold 1.8K shares ($343K) under a disclosed plan. Filing
42 SEC ownership filings in the period · See the evidence

What stands out

Kristian Talvitie sold $8.7M of stock with no disclosed trading plan. The filings don't state a reason.Largest such sale, Dec 9, 2025
Tax withholding outweighed market sales: the company withheld $14.7M of officers' and directors' shares for taxes, against $11.9M sold on the open market. The largest was Kristian Talvitie ($5.6M withheld).Largest withholding, Nov 15, 2025

Percentages cover 8 of 16 officers and directors. 8 are left out

i
Left out: Kristian Talvitie and Alice Christenson (most of their shares vested during the period, so a percentage would mislead); Aaron Von Staats (most holdings were last confirmed in 2019); Robert Dahdah, Trac Pham, James Lico, Jon Stevenson and Jennifer DiRico (held no vested shares at the start).
Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Each bar is 100% of that person's own stake; not comparable between people. The stake is the vested shares held at the start of the period (Oct 9, 2025); the gold part is what they sold.

SoldRest of starting stake
Kristian Talvitie
EVP, Chief Financial Officer
Sold $9.5M (plan status beside the amount). That is 66% of the shares held or received (after tax withholding) during the period†. A share of the starting stake is not shown: most of these shares arrived during the period. Why
$9.5M9% planned 91% no plan disclosed
Aaron Von Staats
EVP, Chief Legal Officer
Sold $1.6M (plan status beside the amount). That is 32% of the shares held or received (after tax withholding) during the period†. A share of the starting stake is not shown: most of these shares arrived during the period. Why
$1.6MDisclosed plan
Corinna Lathan
Director
32% · $449KDisclosed plan
Alice Christenson
Chief Accounting Officer
Sold $349K (plan status beside the amount). That is 64% of the shares held or received (after tax withholding) during the period†. A share of the starting stake is not shown: most of these shares arrived during the period. Why
$349KNo plan disclosed
Amounts, filings and trading plans for each seller

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planNo plan disclosedOne dollar scale for every month; the tallest bar is labeled
OctNov 2025: $230K no plan disclosedNovDec 2025: $1.9M under a disclosed planDec 2025: $8.7M no plan disclosed$10.6MDecJanFeb 2026: $39K under a disclosed planFebMar 2026: $528K under a disclosed planMarAprMay 2026: $119K no plan disclosedMayJunJulAugSepOct 2026: $343K under a disclosed planOct

Common questions

Is the PTC Inc. CEO selling stock?

No. Neil Barua reported no open-market sales in the past 12 months.

Why are PTC Inc. insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 24% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 76% had no disclosed plan. A trading plan schedules sales in advance.

Are any PTC Inc. insiders buying?

No. Officers and directors reported no purchases in the past 12 months.

How much of their stake did PTC Inc. insiders sell?

About 1.3% overall. As a group they ended with more shares than they started with. That covers the 12 months to Oct 9, 2026 and counts vested shares reported on SEC Forms 3, 4 and 5, which is not an insider's whole wealth.

The evidence

Who sold4 officers and directors: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan
Kristian Talvitie
EVP, Chief Financial Officer
$9.5M
55K shares
66%†
i
† Most of the shares Kristian Talvitie sold arrived during the period, so this is shares sold as a share of the 47K held at the start plus the 67K received, less 32K withheld by the company for taxes.
9% under a disclosed plan 91% no plan disclosed
Aaron Von Staats
EVP, Chief Legal Officer
$1.6M
9.2K shares
32%†
i
† Most of the shares Aaron Von Staats sold arrived during the period, so this is shares sold as a share of the 16K held at the start plus the 23K received, less 10K withheld by the company for taxes.
Disclosed plan
Corinna Lathan
Director
$449K
2.4K shares
32%Disclosed plan
Alice Christenson
Chief Accounting Officer
$349K
2.1K shares
64%†
i
† Most of the shares Alice Christenson sold arrived during the period, so this is shares sold as a share of the 289 held at the start plus the 4.4K received, less 1.3K withheld by the company for taxes.
No plan disclosed
The full ownership picture16 of 16 insiders fully reconciled · 15 officers and directors

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 9, 2025SoldHeld Oct 9, 2026Still held
Neil Barua
President and CEO, Director
58K092Kno sales
Vesting, gifts, unvested awards and holding lines for Neil Barua
+54Kshares vested or exercised
0gifted (net of own trusts)
−30Kwithheld by the company for taxes
173K → 270Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock58,44592,477
Paul Lacy
i
Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Director
54K055Kno sales
Vesting, gifts, unvested awards and holding lines for Paul Lacy
+1.5Kshares vested or exercised
0gifted (net of own trusts)
1.5K → 0unvested awards, start → end
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock11,89313,393
TrustCommon Stock42,00042,000

Additional holdings last reported Mar 11, 2013, not confirmed since: 508 shares. Not included in any total or percentage on this page.

Kristian Talvitie
i
Minor difference of 135 shares. Difference is under 0.5% of holdings.
EVP, Chief Financial Officer
47K−55K28Knot meaningful
Vesting, gifts, unvested awards and holding lines for Kristian Talvitie
+63Kshares vested or exercised
0gifted (net of own trusts)
−32Kwithheld by the company for taxes
73K → 77Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock47,28228,196

Reconciliation: minor difference of 135 shares. Difference is under 0.5% of holdings.

Janice Chaffin
Director
42K044Kno sales
Vesting, gifts, unvested awards and holding lines for Janice Chaffin
+1.8Kshares vested or exercised
0gifted (net of own trusts)
1.8K → 1.7Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock41,79643,597
Aaron Von Staats
!
Most of this insider's holdings were last confirmed in 2019. Confirmed in the last three years: 19,582 shares. Not confirmed since: 37,522 shares, left out of this row. "Still held" is not shown because it would cover only the smaller, confirmed part.
EVP, Chief Legal Officer
16K−9.2K20Ksee note
Vesting, gifts, unvested awards and holding lines for Aaron Von Staats
+21Kshares vested or exercised
0gifted (net of own trusts)
−10Kwithheld by the company for taxes
48K → 68Kunvested awards, start → end
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock15,74319,582

Additional holdings last reported Nov 15, 2019, not confirmed since: 37,522 shares. Not included in any total or percentage on this page.

Mark Benjamin
Director
9.7K011Kno sales
Vesting, gifts, unvested awards and holding lines for Mark Benjamin
+1.5Kshares vested or exercised
0gifted (net of own trusts)
2.9K → 3.4Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock9,68311,183
Amarpreet Hanspal
Director
8.8K010Kno sales
Vesting, gifts, unvested awards and holding lines for Amarpreet Hanspal
+1.5Kshares vested or exercised
0gifted (net of own trusts)
1.5K → 0unvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock8,81610,316
Corinna Lathan
Director
7.6K−2.4K6.7K88%
Vesting, gifts, unvested awards and holding lines for Corinna Lathan
+1.5Kshares vested or exercised
0gifted (net of own trusts)
1.5K → 1.7Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock7,6046,679
Michal Katz
Director
3.4K04.9Kno sales
Vesting, gifts, unvested awards and holding lines for Michal Katz
+1.5Kshares vested or exercised
0gifted (net of own trusts)
1.5K → 1.7Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock3,3754,875
Robert Bernshteyn
Director
1.8K04.4Kno sales
Vesting, gifts, unvested awards and holding lines for Robert Bernshteyn
+2.6Kshares vested or exercised
0gifted (net of own trusts)
4.9K → 6.6Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock1,7654,382
Alice Christenson
i
Minor difference of 58 shares. Difference is stated in footnotes (unreported vesting, exempt acquisition or transfer).
Chief Accounting Officer
289−2.1K1.3Knot meaningful
Vesting, gifts, unvested awards and holding lines for Alice Christenson
+2.1Kshares vested or exercised
0gifted (net of own trusts)
−1.3Kwithheld by the company for taxes
8.7K → 9.2Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock2891,265

Reconciliation: minor difference of 58 shares. Difference is stated in footnotes (unreported vesting, exempt acquisition or transfer).

Robert Dahdah
EVP, Chief Revenue Officer
0013Kno sales
Vesting, gifts, unvested awards and holding lines for Robert Dahdah
+18Kshares vested or exercised
0gifted (net of own trusts)
−9.8Kwithheld by the company for taxes
58K → 77Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock012,518
Trac Pham
Director
002.6Kno sales
Vesting, gifts, unvested awards and holding lines for Trac Pham
+2.6Kshares vested or exercised
0gifted (net of own trusts)
3.8K → 2.9Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock02,612
James Lico
Director
00410no sales
Vesting, gifts, unvested awards and holding lines for James Lico
+410shares vested or exercised
0gifted (net of own trusts)
0 → 3.6Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock0410
Jon Stevenson
Chief Product Officer
003.3Kno sales
Vesting, gifts, unvested awards and holding lines for Jon Stevenson
+4.1Kshares vested or exercised
0gifted (net of own trusts)
−1.4Kwithheld by the company for taxes
34K → 42Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectCommon Stock03,331

16 of 16 insiders fully reconciled: starting holdings plus reported transactions match ending holdings (14 exactly, 2 with a minor or footnoted difference). Percentages cover 8 of 16 officers and directors. Left out: Kristian Talvitie and Alice Christenson (most of their shares vested during the period, so a percentage would mislead); Aaron Von Staats (most holdings were last confirmed in 2019); Robert Dahdah, Trac Pham, James Lico, Jon Stevenson and Jennifer DiRico (held no vested shares at the start). "Still held" compares ending with starting vested shares; a plus sign means the holding grew.

What explains the selling$11.9M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $11.9M across 68,720 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

The lighter segment is sales with no plan disclosed in the filing ($9.1M), including tax-related sales outside a plan.

No plan disclosed · $9.1M

Sales with no 10b5-1 plan and no tax reference in the filing. $8.7M of it is Kristian Talvitie. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Kristian Talvitie, Dec 9, 2025

Taxes

84,206 shares ($14.7M) were withheld by the company for taxes, which isn't a market sale.

SellerShares soldProceedsUnder a disclosed planShare of totalSales dates
Kristian Talvitie
EVP, Chief Financial Officer
55K$9.5M9%80%Dec 5, 2025 to Dec 9, 2025
Aaron Von Staats
EVP, Chief Legal Officer
9.2K$1.6M100%13%Dec 8, 2025 to Mar 3, 2026
Corinna Lathan
Director
2.4K$449K100%4%Mar 16, 2026 to Oct 5, 2026
Alice Christenson
Chief Accounting Officer
2.1K$349K0%3%Nov 25, 2025 to May 12, 2026

Sales by month

MonthSale proceedsDisclosed planTo cover taxesNo plan disclosed
Oct 2025$0$0$0$0
Nov 2025$230K$0$0$230K
Dec 2025$10.6M$1.9M$0$8.7M
Jan 2026$0$0$0$0
Feb 2026$39K$39K$0$0
Mar 2026$528K$528K$0$0
Apr 2026$0$0$0$0
May 2026$119K$0$0$119K
Jun 2026$0$0$0$0
Jul 2026$0$0$0$0
Aug 2026$0$0$0$0
Sep 2026$0$0$0$0
Oct 2026$343K$343K$0$0
Is this normal? Selling year by year5 earlier years to compare with

Less than usual: about one-fifteenth of the 5-year average. 4 insiders sold; the average is 8 a year.

12 months endingShares soldInsiders who soldProceeds
Oct 9, 2026
Latest 12 months
69K4$11.9M
Oct 9, 2025
1 year earlier
35K5$6.8M
Oct 9, 2024
2 years earlier
142K11$24.0M
Oct 10, 2023
3 years earlier
3.09M9$395M
Oct 10, 2022
4 years earlier
1.76M5$210M
Oct 10, 2021
5 years earlier
142K11$16.7M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertaintyEvery officer and director reconciles

Every officer and director reconciles for this period.

Kristian Talvitie: minor difference of 135 shares. Difference is under 0.5% of holdings.

Alice Christenson: minor difference of 58 shares. Difference is stated in footnotes (unreported vesting, exempt acquisition or transfer).

Inferred rename: "AP DiBona Family Trust" is treated as the same holder as "A/P DiBona Family Trust", because the old name was never reported again and the new one opened with the same balance (6,000 shares). Old name, new name

Inferred typo: the share class "Common Share" is treated as the same class as "Common Shares" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (Aaron Von Staats, 17,959 shares): old title, new title

Inferred typo: the share class "Common Stoch" is treated as the same class as "Common Stock" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (Blake Moret, 10,582,010 shares): old title, new title

Inferred typo: the share class "Common Stock" is treated as the same class as "Coimmon Stock" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (Janesh Moorjani, 2,658 shares): old title, new title

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology1,343 filings from SEC EDGAR, and how we read them

All 1,343 Forms 3, 4 and 5 filed for PTC Inc. (SEC CIK 857005) from Feb 8, 2001 to Oct 6, 2026, retrieved from SEC EDGAR on Oct 9, 2026. Prices are the ones reported in each filing, often weighted averages. 1 older filing exists only on paper and could not be read.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (35)No filing in 18 months; last reported balances, not in any total
NameLast filedLast reported balance
Robert SchechterFeb 13, 202560,999 shares, last reported balance as of Feb 12, 2025
Janesh MoorjaniDec 2, 20242,658 shares, last reported balance as of Nov 29, 2024
Catherine KnikerNov 14, 202414,471 shares, last reported balance as of Aug 1, 2024
Michael DitullioMay 28, 202453,148 shares, last reported balance as of May 24, 2024
James HeppelmannFeb 6, 20241,620,707 shares, last reported balance as of Feb 5, 2024
Blake MoretAug 1, 202313,941,537 shares, last reported balance as of Jul 31, 2023
Klaus HoehnFeb 17, 202337,577 shares, last reported balance as of Feb 16, 2023
Troy RichardsonNov 18, 202116,517 shares, last reported balance as of Nov 15, 2021
Phillip FernandezJun 17, 202123,397 shares, last reported balance as of Jun 16, 2021
Kathleen MitfordMar 16, 202155,928 shares, last reported balance as of Mar 15, 2021
Kevin WrennFeb 10, 20218,838 shares, last reported balance as of Feb 8, 2021
Eduarda CamachoNov 19, 202011,325 shares, last reported balance as of Nov 19, 2020
Donald GriersonFeb 13, 202042,426 shares, last reported balance as of Feb 12, 2020
Matthew CohenNov 19, 201974,416 shares, last reported balance as of Nov 15, 2019
Andrew MillerMar 5, 2019466 shares, last reported balance as of Mar 1, 2019
Barry CohenDec 7, 201852,329 shares, last reported balance as of Dec 4, 2018
Anthony DibonaJul 25, 201834,790 shares, last reported balance as of Jul 24, 2018
Craig HaymanNov 17, 2017119,082 shares, last reported balance as of Nov 15, 2017
Renato ZamboniniMar 3, 201766,619 shares, last reported balance as of Mar 1, 2017
Robert GremleyNov 17, 20168,611 shares, last reported balance as of Nov 16, 2016
Robert RanaldiNov 9, 201541,256 shares, last reported balance as of Nov 2, 2015
Michael PorterMar 5, 2015231,599 shares, last reported balance as of Mar 4, 2015
Thomas BoganMar 5, 201546,826 shares, last reported balance as of Mar 4, 2015
Jeffrey GliddenNov 17, 2014163,266 shares, last reported balance as of Nov 15, 2014
Marc DiouaneJan 27, 201413,762 shares, last reported balance as of Jan 27, 2014
William BeruttiJul 16, 201220,791 shares, last reported balance as of Jul 15, 2012
Richard HarrisonJul 2, 20122,839,685 shares, last reported balance as of Jun 30, 2012
Brian ShepherdMay 2, 201229,148 shares, last reported balance as of May 1, 2012
Martha DurcanNov 29, 20111,030 shares, last reported balance as of Nov 21, 2011
Paul CunninghamMar 9, 201151,802 shares, last reported balance as of Nov 16, 2010
Cornelius Moses IIINov 17, 2010181,823 shares, last reported balance as of Nov 15, 2010
Robert GoldmanMar 5, 201091,295 shares, last reported balance as of Mar 3, 2010
Noel PosternakMar 2, 2010143,671 shares, last reported balance as of Feb 26, 2010
Oscar Marx IIIMar 6, 200857,715 shares, last reported balance as of Mar 5, 2008
Joseph OdonnellMar 9, 200732,288 shares, last reported balance as of Mar 7, 2007

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