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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Regulation FD Disclosure. On May 4, 2026, the PTC Board of Directors authorized the repurchase of up to $2.0 billion of PTC common stock in the period October 1, 2026 through September 30, 2028, and amended the existing share repurchase authorization announced on November 6, 2024 to now expire on September 30, 2026. Section 9 - Financial Statements and Exhibits
Results of Operations and Financial Condition. On May 6, 2026, PTC Inc. announced results for its second quarter ended March 31, 2026. A copy of the press release is furnished herewith as Exhibit 99.1. Section 7 - Regulation FD
Regulation FD Disclosure. On March 16, 2026, PTC announced that it has closed the previously announced divestiture of its Kepware and ThingWorx businesses to an affiliate of TPG, and updated its Q2'26 and FY'26 guidance and share repurchase expectations to reflect the effect of the divestiture and use of proceeds therefrom. A copy of the press release detailing those items is furnished herewith as Exhibit 99.1. PTC will host a conference call to discuss the divestiture and updated guidance at…
Results of Operations and Financial Condition. On February 4, 2026, PTC Inc. announced results for its first quarter ended December 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On December 4, 2025, PTC Inc. announced the November 30, 2025 appointment of Jennifer DiRico as the Executive Vice President, Chief Financial Officer of PTC, effective as of January 1, 2026. Ms. DiRico has served as the Chief Financial Officer at Commvault Systems, Inc., a cyber resilience company, since August 2024. Before that, Ms. DiRico served…
Entry into a Material Definitive Agreement. Asset Purchase Agreement On November 5, 2025, PTC Inc. (“PTC”) entered into an Asset Purchase Agreement (the “Purchase Agreement”) with Parrot US Buyer, L.P., a Delaware limited partnership (“Purchaser”), an entity controlled by investment funds affiliated with TPG Global, LLC. Pursuant to the Purchase Agreement, on the terms and subject to the conditions therein, PTC has agreed to sell, and Purchaser has agreed to acquire, PTC’s ThingWorx, and Kepw…
Results of Operations and Financial Condition. On November 5, 2025, PTC Inc. announced results for its fourth quarter and fiscal year ended September 30, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of New Director On October 10, 2025, James Lico was appointed to the Board of Directors of PTC Inc., effective as of October 13, 2025. Mr. Lico has also been appointed to serve as a member of the Corporate Governance Committee of the Board of Directors. Mr. Lico served as the President and Chief Executive Officer and a member of the boa…
Results of Operations and Financial Condition. On July 30, 2025, PTC Inc. announced results for its fiscal third quarter ended June 30, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
Results of Operations and Financial Condition. On April 30, 2025, PTC Inc. announced results for its fiscal second quarter ended March 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of New Director On March 9, 2025, Trac Pham was appointed to the Board of Directors of PTC Inc., effective as of March 17, 2025. Mr. Pham has also been appointed to serve as a member of the Audit Committee of the Board of Directors. Mr. Pham served the Co-Chief Executive Officer of Sprinklr, Inc., an enterprise software company that pro…
Results of Operations and Financial Condition. On February 5, 2025, PTC Inc. announced results for its fiscal first quarter ended December 31, 2024. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Resignation of Director On November 25, 2024, Janesh Moorjani resigned from the Board of Directors of PTC Inc. Mr. Moorjani will continue to serve through November 29, 2024. Mr. Moorjani’s resignation was for personal reasons relating to his recent change in employment, and not due to any disagreement with any individual or with the Company on any…
Regulation FD Disclosure. PTC’s Board of Directors has authorized the repurchase of up to $2 Billion of PTC common stock for the period October 1, 2024 through September 30, 2027. PTC expects to repurchase approximately $300 million worth of PTC common stock in the fiscal year ending September 30, 2025. Circumstances may change from our expectations and PTC may begin such repurchases later than we expect or otherwise not make such repurchases when or as we expect. Section 9 - Financial Statem…
Results of Operations and Financial Condition. On November 6, 2024, PTC Inc. announced results for its fourth quarter and fiscal year ended September 30, 2024. A copy of the press release is furnished herewith as Exhibit 99.1. Section 7 – Regulation FD
Entry into a Material Definitive Agreement. Amendment to Credit Agreement On October 1, 2024, PTC Inc. (“PTC”) and PTC (IFSC) Limited, a subsidiary of PTC, entered into Amendment No. 1 (the “Amendment”) to the Fourth Amended and Restated Credit Agreement dated January 3, 2023 (the “Credit Agreement”) with JPMorgan Chase Bank, N.A., as Administrative Agent, and the Lenders named therein. The Amendment amends the definition of “Springing Maturity Date” to add that the Springing Maturity Date (t…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 11, 2024, the Board of Directors of PTC Inc. (“PTC” or the “Company”) appointed Neil Barua, the Company’s existing Chief Executive Officer, to the dual positions of President and Chief Executive Officer of the Company effective as of October 1, 2024. This appointment takes effect following the conclusion of Michael DiTullio’s tenure as…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of New Director On August 27, 2024, Robert Bernshteyn was appointed to the Board of Directors of PTC Inc., effective as of September 9, 2024. Mr. Bernshteyn has also been appointed to serve as a member of the Compensation & People Committee of the Board of Directors. Robert Bernshteyn has been a General Partner at ICONIQ Capital, a vent…
Results of Operations and Financial Condition. On July 31, 2024, PTC Inc. announced results for its fiscal third quarter ended June 30, 2024. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On July 14, 2024, it was agreed that Michael DiTullio, who has served as President and Chief Operating Officer of PTC since February 2023, will, in culmination of the successful CEO succession process, transition from that role to that of strategic advisor to the Chief Executive Officer, with his last day of service as President and Chief Operating…
Results of Operations and Financial Condition. On May 1, 2024, PTC Inc. announced results for its fiscal second quarter ended March 31, 2024. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
of PTC’s Current Report on Form 8-K filed on July 26, 2023, and are incorporated herein by reference. Appointment of Principal Accounting Officer On February 14, 2024, Alice Christenson, Corporate Vice President, Finance, age 59, was appointed Chief Accounting Officer (principal accounting officer) of the Company. Ms. Christenson will continue to report to Kristian Talvitie, Executive Vice President and Chief Financial Officer of the Company, who will no longer serve as the principal accounti…
Results of Operations and Financial Condition. On January 31, 2024, PTC Inc. announced results for its fiscal first quarter ended December 31, 2023. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
Results of Operations and Financial Condition. On November 1, 2023, PTC Inc. announced results for its fourth quarter and fiscal year ended September 30, 2023. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
Other Events. On August 1, 2023, PTC Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Rockwell Automation US Holdings LLC (the “Selling Stockholder”) and Goldman Sachs & Co. LLC (the “Underwriter”), relating to an underwritten offering (the “Offering”) of 5,830,905 shares (the “Shares”) of the Company’s common stock, par value $0.01 per share. The Offering was completed on August 3, 2023. Pursuant to the Underwriting Agreement, the Underwriter pu…
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