Trust linked to Matthews director gifts 198,014 shares

Matthews International director David A. Schawk reported an indirect change in holdings related to trust arrangements rather than open‑market trading.

Rhea-AI Filing Summary

Matthews International director David A. Schawk reported an indirect change in holdings related to trust arrangements rather than open‑market trading. The Form 4 shows a bona fide gift of 198,014 shares of Class A Common Stock held indirectly by a trust. A separate entry reflects 220,206 indirectly held shares as trustee. The footnotes explain the filing is made solely to reflect his appointment as trustee, and he disclaims beneficial ownership of the trust shares except for any pecuniary interest. Shares held by a separate charitable trust where he has no pecuniary interest are excluded.

Insider Trade Summary

198,014 shares gifted

Gift 2 txns

Insider SCHAWK DAVID A

Role Director

Type	Security	Shares	Price	Value
Gift	Class A Common Stock	198,014	$0.00	$0.00
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Class A Common Stock — 198,014 shares (Indirect, By Trust); Class A Common Stock — 220,206 shares (Indirect, As Trustee)

Footnotes (2)

1. F1. This report is being filed solely to reflect the reporting person's appointment as a trustee with respect to a trust of which he is also a beneficiary. The reporting person may be deemed to share voting and dispositive power with regard to the reported shares held therein. The reporting person disclaims beneficial ownership of the reported shares held by the trust, except to the extent, if any, of his pecuniary interest therein.
2. F2. This report does not reflect shares held by an exempt section 501(c)(3) charitable trust for which the reporting person serves as trustee as the Reporting Person holds no pecuniary interest in the shares owned by the charitable trust.

Key Figures

Gifted shares: 198,014 shares Indirect trustee holdings: 220,206 shares Gift transactions: 1 +1 more

4 metrics

Gifted shares 198,014 shares Bona fide gift of Class A Common Stock by trust

Indirect trustee holdings 220,206 shares Class A Common Stock reported as indirectly held as trustee

Gift transactions 1 Gift Count in transaction summary

Gifted share total 198,014 shares Gift Shares in transaction summary

Key Terms

bona fide gift, pecuniary interest, disclaims beneficial ownership, Section 501(c)(3) charitable trust

4 terms

bona fide gift financial

"The Form 4 shows a bona fide gift of 198,014 shares of Class A Common Stock."

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

pecuniary interest financial

"except to the extent, if any, of his pecuniary interest therein."

disclaims beneficial ownership financial

"The reporting person disclaims beneficial ownership of the reported shares held by the trust"

Section 501(c)(3) charitable trust financial

"shares held by an exempt section 501(c)(3) charitable trust for which the reporting person serves as trustee"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Matthews International (MATW) disclose for David A. Schawk?

Matthews International disclosed that director David A. Schawk reported a bona fide gift of 198,014 shares of Class A Common Stock held indirectly by a trust, along with an updated indirect holding entry reflecting 220,206 shares where he serves as trustee.

Was the Matthews International (MATW) Form 4 a market purchase or sale?

No, the Form 4 does not show a market trade. It reports a bona fide gift of 198,014 shares by a trust and an indirect holding entry, so there is no open‑market buying or selling activity in this disclosure.

How many Matthews International (MATW) shares were involved in the reported gift?

The filing reports a bona fide gift of 198,014 shares of Matthews International Class A Common Stock. These shares are held indirectly through a trust, rather than in the director’s direct trading account or as part of an open‑market transaction.

How many Matthews International (MATW) shares does David A. Schawk report indirectly after the transactions?

One transaction line shows 220,206 shares of Matthews International Class A Common Stock reported as indirectly held in a trustee capacity. Another line shows 198,014 shares associated with a trust following a bona fide gift transaction, both categorized as indirect ownership.

Does David A. Schawk claim full beneficial ownership of the MATW trust shares?

No. The footnotes state he may be deemed to share voting and dispositive power but disclaims beneficial ownership of the trust shares, except to the extent of any pecuniary interest he may have in those Matthews International shares.

Are charitable trust holdings of Matthews International (MATW) shares included in this Form 4?

No. A footnote explains the report does not include shares held by a Section 501(c)(3) charitable trust for which he is trustee, because he has no pecuniary interest in that charitable trust’s Matthews International shareholdings.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/04/2026 - 03:24 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

SCHAWK DAVID A

(Last) (First) (Middle)

674 SKYE LANE

(Street)

BARRINGTON ILLINOIS 60010

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
MATTHEWS INTERNATIONAL CORP [ MATW ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	06/01/2026		G		198,014	A	$0	198,014	I	By Trust(1)
Class A Common Stock								220,206	I	As Trustee(2)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This report is being filed solely to reflect the reporting person's appointment as a trustee with respect to a trust of which he is also a beneficiary. The reporting person may be deemed to share voting and dispositive power with regard to the reported shares held therein. The reporting person disclaims beneficial ownership of the reported shares held by the trust, except to the extent, if any, of his pecuniary interest therein.

2. This report does not reflect shares held by an exempt section 501(c)(3) charitable trust for which the reporting person serves as trustee as the Reporting Person holds no pecuniary interest in the shares owned by the charitable trust.

Remarks:

The Power of Attorney dated June 4, 2025 was filed on March 10, 2026, in Form 4, and is incorporated herein by reference.

	/s/ Brian D. Walters (Attorney-in-Fact)	06/04/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)