Welcome to our dedicated page for MATTHEWS INTERNATIONAL SEC filings (Ticker: MATW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Matthews International Corp. filings document operating results, material events and governance matters for a Pennsylvania corporation whose Class A common stock trades under MATW on the Nasdaq Global Select Market. Recent Form 8-K disclosures furnish quarterly earnings releases and teleconference materials, dividend declarations and Regulation FD updates related to its Memorialization and Industrial Technologies businesses.
The filing record also covers credit facility amendments, compensation and transition agreements, director fee plan approvals, annual meeting voting results, amendments to the Articles of Incorporation and arbitration-related disclosures concerning proprietary dry battery electrode solutions. These filings describe the company’s capital structure, board and compensation governance, financing arrangements and recurring business events.
MATTHEWS INTERNATIONAL CORPORATION (MATW) entered into a Ninth Amendment to its Third Amended and Restated Loan and Security Agreement, aligning its credit facility with recent divestitures and introducing a defined Covenant Relief Period through December 31, 2027.
During this period, the company must maintain a maximum Leverage Ratio of 5.25:1.00 for the quarters ending September 30, 2026 through June 30, 2027, 5.00:1.00 for the quarter ending September 30, 2027, and 4.75:1.00 for the quarter ending December 31, 2027, after which the required Leverage Ratio reverts to 4.50:1.00. The amendment excludes the company’s 40% interest in the Propelis Joint Venture from the Leverage Ratio calculation, reduces the revolving credit facility from $700 million to $650 million, and eliminates an unutilized foreign borrowing facility by reducing the foreign borrower sublimit from $350 million to $0, releasing Matthews Europe GmbH as a Foreign Borrower.
MATTHEWS INTERNATIONAL CORP (MATW) reported that President and CEO Michael J. Whitehead received an award of 69,198 Restricted Share Units under the company's Amended and Restated 2017 Equity Incentive Plan. Each unit represents a contingent right to receive one share of Class A common stock upon vesting.
The number of RSUs was calculated using a reference value of $23.12, the average of the high and low trading prices over the 20 trading days prior to the August 31, 2026 grant date. The award is expected to vest on August 31, 2027, subject to his continued service, at which time the RSUs will convert into an equal number of Class A shares. Following this grant, Whitehead directly holds 69,198 RSUs.
MATTHEWS INTERNATIONAL CORP (MATW) filed an initial Form 3 reporting the beneficial ownership status of Michael J. Whitehead, who serves as President and CEO and a director. The filing shows no reported equity transactions or holdings at this time and notes that a Power of Attorney dated August 31, 2026 is filed with the form.
MATTHEWS INTERNATIONAL CORP (MATW) director J Michael Nauman reported a purchase of company stock. On August 24, 2026, he bought 1,000 shares of Class A Common Stock at $21.08 per share in a purchase classified as an open market or private transaction. Following this transaction, he directly owns 10,081 shares of MATW common stock. The filing’s Rule 10b5-1 checkbox was left unchecked, so this transaction was not affirmatively reported as made under a trading plan.
MATTHEWS INTERNATIONAL CORP (MATW) director J. Michael Nauman reported an open-market purchase of 1,900 shares of Class A Common Stock on August 20, 2026 at $21.96 per share. Following this transaction, Nauman directly holds 9,081 shares of MATW Class A Common Stock.
MATTHEWS INTERNATIONAL CORP (MATW) director J Michael Nauman reported an open-market purchase of 100 shares of Class A Common Stock on 2026-08-19 at $21.98 per share. Following this buy, Nauman directly owns 7,181 shares of MATW common stock. The filing indicates the transaction was not made pursuant to a Rule 10b5-1 trading plan.
MATTHEWS INTERNATIONAL CORP director Aleta W. Richards reported an open-market or private purchase of 3,000 shares of Class A Common Stock on August 14, 2026 at $23.06 per share. Following this transaction, her directly held position is reported as 12,535 shares of Class A Common Stock.
Matthews International Corp director J. Michael Nauman purchased additional shares. On August 10, 2026, he bought 2,000 shares of Class A Common Stock at a price of $22.97 per share in an open-market or private transaction, bringing his directly held stake to 7,081 shares.
Matthews International Corporation appointed Michael J. Whitehead, age 52, as President and Chief Executive Officer and as a director, effective August 31, 2026, succeeding retiring CEO Joseph C. Bartolacci. The Board’s decision follows a comprehensive succession process and reflects Mr. Whitehead’s prior leadership roles at Lincoln Electric Holdings, Inc.
Under an offer letter dated August 5, 2026, Mr. Whitehead will receive a $1,000,000 annual base salary, a one-time $300,000 transition cash payment subject to 12‑month clawback, target annual bonus opportunity at 100% of salary (0–200% range), and fiscal 2027 long-term equity awards with grant date values of $3,675,000 plus a one-time $1,600,000 restricted stock unit grant. If terminated without cause, he is eligible for 24 months of base salary continuation, target-level bonus, and continued vesting treatment for equity awards, subject to a release of claims.
Oaktree Capital Management LP reported a significant passive stake in Matthews International Corporation Class A common stock. Oaktree beneficially owns 1,925,992 shares, representing 6.17% of the Class A common stock outstanding, based on 31,202,438 shares outstanding as of March 31, 2026. Oaktree has sole voting and sole dispositive power over all reported shares, with no shared voting or dispositive authority. The shares are held across several Oaktree-managed funds and accounts, and Oaktree states that the filing does not constitute an admission of beneficial ownership for purposes of Section 13(d) or 13(g).