Every Form 4 that Matthews International Corp (MATW) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow MATW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MATW filings page.
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) 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 Corp (MATW) director David A. Schawk reported an open-market purchase of 5,000 shares of Class A Common Stock on August 10, 2026 at $23.60 per share. The shares are held indirectly as trustee, bringing his reported indirect holdings to 225,206 shares. The filing indicates the Rule 10b5-1 trading plan box was not checked.
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.
MATTHEWS INTERNATIONAL CORP director Francis Wlodarczyk reported the vesting of time-based restricted share units that converted into common stock. On May 14, 2026, 3,989 restricted share units converted into an equal number of Class A common shares at no cash exercise price, leaving him with 3,989 shares held directly and no remaining units from this grant. This is a compensation-related equity delivery, not an open-market purchase or sale.
MATTHEWS INTERNATIONAL CORP director David A. Schawk reported gifting 9,336 shares of Class A Common Stock. On March 19, 2026, he made two bona fide gift transfers of 4,668 shares each with no sale proceeds. His direct ownership fell to 0 shares, while an indirect trustee account held 220,206 shares after the transactions. A related exempt charitable trust in which he has no pecuniary interest is not included in these figures.
Matthews International director David A. Schawk received an equity grant in the form of restricted share units. He was awarded 5,556 restricted share units on Class A common stock as a compensation grant under the Second Amended and Restated 2019 Director Fee Plan.
The number of units was calculated using a reference price of $25.23, the mean of the highest and lowest Nasdaq trading prices on the grant date. The award generally vests on March 12, 2028, when the units are scheduled to convert into an equal number of Class A common shares, assuming vesting conditions are met.
Matthews International director Francis Wlodarczyk received a grant of 5,556 restricted share units (RSUs) as equity compensation. The award was made under the Second Amended and Restated 2019 Director Fee Plan and gives him a contingent right to receive an equal number of Class A common shares.
The RSUs were sized using a reference price of $25.23, calculated as the mean of the highest and lowest sales prices of the Class A common stock on the Nasdaq on the grant date. The award generally vests on March 12, 2028, when the RSUs are scheduled to convert into shares, and following this grant he directly holds 5,556 RSUs.
Matthews International Corp director Terry L. Dunlap received a grant of 5,556 restricted share units. The award was made under the Second Amended and Restated 2019 Director Fee Plan and was calculated using a reference price of $25.23 per share.
Each restricted share unit represents a contingent right to receive one share of the company’s Class A common stock. The award generally vests on March 12, 2028, at which point the 5,556 units are scheduled to convert into an equal number of Class A shares, all held as a direct position.
MATTHEWS INTERNATIONAL CORP director Katherine Elizabeth Dietze reported receiving an award of 5,556 restricted share units tied to the company’s Class A common stock. The grant was made under the Second Amended and Restated 2019 Director Fee Plan as part of director compensation.
The number of units was calculated using a reference price of $25.23, based on the mean of the highest and lowest Nasdaq sales prices on the grant date. These restricted share units generally vest on March 12, 2028, and upon vesting will convert into 5,556 shares of Class A common stock.
Matthews International director Aleta W. Richards received a grant of 5,556 restricted share units as part of her board compensation. The award was made under the Second Amended and Restated 2019 Director Fee Plan and is held directly.
Each restricted share unit represents a contingent right to receive one share of Class A common stock, calculated using a reference price of $25.23, the mean of the highest and lowest Nasdaq sales prices on the grant date. The units generally vest on March 12, 2028, at which time they convert into an equal number of Class A shares, resulting in 5,556 shares if fully vested.
Matthews International Corp director Lillian Etzkorn received an equity grant in the form of restricted share units. On March 12, 2026, she was awarded 5,556 restricted share units under the Second Amended and Restated 2019 Director Fee Plan as compensation, not a market purchase.
Each unit represents a contingent right to receive one share of Class A common stock. The award generally vests on March 12, 2028, at which time the 5,556 units are scheduled to convert into an equal number of Class A shares, aligning her interests with long-term shareholder value.
Matthews International Corporation director Morgan K. O'Brien received a grant of 5,556 restricted share units (RSUs). The award was made under the Second Amended and Restated 2019 Director Fee Plan as part of director compensation and is held directly.
Each RSU represents the contingent right to receive one share of the company's Class A common stock. The number of RSUs was calculated using a reference price of $25.23, the mean of the highest and lowest Nasdaq trading prices on the grant date. The award generally vests on March 12, 2028, when the units convert into an equal number of Class A common shares, assuming vesting conditions are satisfied. There were 5,556 RSUs reported as held following this transaction.
Matthews International director J. Michael Nauman received a grant of 5,556 restricted share units of Class A common stock under the Second Amended and Restated 2019 Director Fee Plan. Each unit represents a contingent right to receive one share of Class A common stock.
The award is based on a reference price of $25.23, calculated as the mean of the highest and lowest sales prices of the company’s Class A common stock on the Nasdaq on the grant date. The restricted share units generally vest on March 12, 2028, at which time they will convert into an equal number of Class A shares.
Matthews International Corp. director Thomas Gebhardt received a grant of 5,556 restricted share units as equity compensation. The award was made under the company’s Second Amended and Restated 2019 Director Fee Plan, with each unit representing the right to receive one share of Class A common stock.
The number of units was calculated using a reference price of $25.23, based on the mean of the highest and lowest Nasdaq sales prices on the grant date. The award generally vests on March 12, 2028, when the 5,556 units are scheduled to convert into an equal number of Class A shares, assuming vesting conditions are satisfied. Following this grant, Gebhardt directly holds 5,556 restricted share units.
Matthews International director Katherine Elizabeth Dietze reported the vesting of time-based restricted share units that converted into common stock. On March 7, 2026, she exercised 4,668 restricted share units into 4,668 shares of the Company’s Class A common stock at a stated price of $0.00 per share.
Following this equity award vesting and conversion, she now directly holds 49,103 shares of Class A common stock. This transaction reflects the scheduled conversion of compensation-related restricted share units, not an open-market purchase or sale.
Matthews International Corp director Terry L. Dunlap exercised time-based equity awards. On March 7, 2026, 4,668 restricted share units vested and converted into 4,668 shares of Class A common stock at no exercise price. Following the conversion, Dunlap holds 33,355 shares directly, reflecting a routine compensation-related equity increase with no share sales reported.
Matthews International director Morgan K. O’Brien exercised time-based restricted share units into common stock. On March 7, 2026, 4,668 restricted share units vested and converted into 4,668 shares of Class A common stock at a stated price of $0.00 per share. Following the conversion, O’Brien directly holds 41,295 Class A common shares.
Matthews International Corp director David A. Schawk reported a compensation-related share delivery rather than an open-market trade. On March 7, 2026, time-based restricted share units vested and converted into 4,668 shares of Class A common stock. Following this derivative exercise, the filing shows Schawk directly holding 4,668 Class A shares, with no remaining related derivative position disclosed.
Matthews International Corp director Lillian Etzkorn exercised time-based restricted share units that vested on March 7, 2026. The 4,668 restricted share units converted into 4,668 shares of Class A common stock, increasing her directly held position to 18,331 shares. No open-market buying or selling occurred; this was a routine equity compensation vesting.
Director Aleta W. Richards of Matthews International Corp exercised time-based restricted share units that vested on March 7, 2026. The 4,668 restricted share units converted into 4,668 shares of Class A common stock. Following this non-cash vesting, she directly holds 9,535 shares.
Matthews International Corp director Francis Wlodarczyk exercised time-based restricted share units that vested on March 7, 2026. The 3,989 restricted share units converted into an equal number of shares of the company’s Class A common stock. Following this conversion, he directly holds 3,989 Class A shares.
Matthews International Corp reported that one of its directors acquired 400 deferred stock units on December 15, 2025 under the company’s Amended and Restated 2019 Director Fee Plan. Each deferred stock unit is the economic equivalent of one share of Class A common stock and will be settled in shares according to the director’s deferral election or the plan’s terms.
The 400 units were issued as dividend equivalent rights, reflecting dividends on underlying shares. After this grant, the director beneficially owns a total of 33,935 deferred stock units tied to the company’s Class A common stock.
Matthews International Corp (MATW) reported an insider equity transaction by its President and CEO, who is also a director. On November 20, 2025, performance-based restricted share units vested and converted into 90,000 shares of Class A common stock at an exercise price of $0, increasing his directly held stake. On the same date, 39,141 shares of Class A common stock were sold to the company at $25.10 per share to cover tax withholding on the vesting. After these transactions, the reporting person beneficially owned 635,812 shares of Class A common stock directly.
Matthews International Corporation (MATW) reported an insider equity transaction by its Chief Information Officer. On November 20, 2025, performance-based restricted share units vested and converted into 3,600 shares of Class A common stock at an effective price of $0, increasing the officer’s direct holdings. On the same date, 1,566 shares of Class A common stock were surrendered to the company at $25.10 per share to cover tax withholding related to this vesting. Following these transactions, the officer directly owned 20,003 shares of Class A common stock.
Matthews International (MATW) executive EVP, Group President Memorial reported routine equity activity in company stock. On November 20, 2025, performance-based restricted share units vested and converted into 13,800 shares of Class A common stock at an exercise price of $0, reflecting a 200% payout on a return-on-invested-capital award. On the same date, 6,002 shares were sold back to the company at $25.10 per share to cover tax withholding related to the vesting. After these transactions, the insider directly beneficially owned 111,942 shares of Class A common stock. The related restricted share unit award shown in the derivative table now has a remaining balance of zero.
Matthews International (MATW) filed a Form 4 showing an equity award vesting and related tax sale by its SVP, HR. On November 20, 2025, performance-based restricted share units vested and converted into 3,600 shares of Class A common stock at a 200% payout rate, at an exercise price of $0. On the same date, 1,566 shares were sold to the company at $25.10 per share to cover tax withholding on the vesting. After these transactions, the reporting person beneficially owned 12,012 shares of MATW Class A common stock, held directly.
Matthews International Corp. (MATW) reported an insider equity transaction by an executive vice president. On November 20, 2025, performance-based restricted share units vested and converted into 9,240 shares of Class A common stock at a 200% payout rate. As part of the vesting event, 4,019 shares were sold back to the company to cover tax withholding obligations, a common administrative step for equity awards. After these transactions, the executive beneficially owned 16,159 shares of Class A common stock directly.
Matthews International (MATW) reported an insider equity transaction by its CFO and Treasurer. On November 20, 2025, performance-based restricted share units vested and converted into 22,800 shares of Class A common stock at an exercise price of $0, reflecting a 200% payout on the return-on-invested-capital performance metric. On the same date, 9,916 shares were sold back to the company at $25.10 per share to cover tax withholding related to the vesting. After these transactions, the officer directly owned 209,454 Class A shares.
Matthews International (MATW) reported an insider equity transaction by an executive officer serving as EVP, General Counsel, and Corporate Secretary. On November 20, 2025, performance-based restricted share units vested and converted into 12,000 shares of Class A common stock at a 200% payout rate, with no cash exercise price. These shares came from restricted share units tied to return on invested capital goals.
On the same date, 5,255 shares of Class A common stock were surrendered to the company at $25.10 per share to cover tax withholding on the vesting. After these transactions, the reporting person directly beneficially owned 86,508 shares of Class A common stock.
Matthews International Corp (MATW) reported equity transactions by its President and CEO, who is also a director. On November 14, 2025, 60,000 time-based restricted share units vested and were converted into an equal number of shares of Class A common stock, increasing his directly held shares to 611,047. On the same date, 26,094 shares were surrendered to the company at $24.93 per share to cover tax withholding, leaving 584,953 Class A shares directly owned.
In the derivative table, 60,000 restricted share units were marked as exercised or converted, with 90,000 derivative securities remaining beneficially owned after that transaction. On November 17, 2025, the executive received an award of 145,800 additional restricted share units at a stated price of $0 under the company’s Amended and Restated 2017 Equity Incentive Plan. For this new grant, 40% is scheduled to vest on November 17, 2028, while the remaining 60% vests based on the company achieving specified return on invested capital and stock price appreciation metrics, with performance units converting at 50% to 200% of target or being forfeited if thresholds are not met.
Matthews International (MATW) executive Brian D. Walters, EVP, Group President, Memorial, reported equity award activity involving the company’s Class A common stock. On November 14, 2025, 9,200 time-based restricted share units vested and converted into an equal number of shares. On the same date, 4,002 shares were withheld and disposed of at $24.93 per share to cover tax obligations, leaving him with 104,144 directly held shares.
On November 17, 2025, he received a new grant of 28,500 restricted share units under the company’s Amended and Restated 2017 Equity Incentive Plan. In general, 40% of this grant vests on November 17, 2028, 30% depends on achieving Return on Invested Capital metrics, and 30% depends on stock price appreciation, with performance-based units settling at 50% to 200% of target if the performance thresholds are met and being forfeited if they are not.
Matthews International Corp (MATW) reported an insider equity transaction by its CFO and Treasurer. On November 14, 2025, time-based restricted share units converted into 15,200 shares of Class A common stock at an exercise price of $0, increasing his directly owned stake. On the same date, 6,611 shares of Class A common stock were sold to the company at $24.93 per share to cover tax withholding related to this vesting. After these transactions, the executive directly owned 196,570 shares of Class A common stock. The filing notes that a Power of Attorney dated September 4, 2025, is on file authorizing the attorney-in-fact to sign on the reporting person’s behalf.
Matthews International Corporation (MATW) executive vice president, general counsel, and corporate secretary Brian D. Walters reported equity transactions involving the company’s Class A common stock. On November 14, 2025, 8,000 time-based restricted share units converted into an equal number of shares at an exercise price of $0, increasing his directly held shares to 83,267. On the same date, 3,504 shares were sold to the company at $24.93 per share to cover tax withholding on the vesting, leaving him with 79,763 shares owned directly. On November 17, 2025, he received a new grant of 24,000 restricted share units at an exercise price of $0 under the company’s Amended and Restated 2017 Equity Incentive Plan, all held directly.
For this new award, 40% of the units are scheduled to vest on November 17, 2028, while 30% may vest based on return on invested capital metrics and another 30% based on stock price appreciation. Performance-based units will convert into shares using a factor from 50% to 200% depending on achievement of targets, and any units that fail to meet the ROIC or stock price thresholds by the end of the performance period will be forfeited.
Matthews International Corporation (MATW) reported insider equity activity by its Chief Information Officer on a Form 4. On November 14, 2025, 2,400 time-based restricted share units vested and converted into the same number of Class A common shares at an exercise price of $0. On the same date, 1,044 shares were sold back to the company at $24.93 per share to cover tax withholding related to the vesting, leaving the officer with 17,969 directly owned shares. On November 17, 2025, the officer received a new award of 7,150 restricted share units under the company’s Amended and Restated 2017 Equity Incentive Plan, with 40% vesting on November 17, 2028 and the remaining 60% tied to return on invested capital and stock price performance targets.
Matthews International (MATW) reported insider equity activity for its SVP of Human Resources. On November 14, 2025, 2,400 time-based restricted share units vested and converted into the same number of Class A common shares at an exercise price of $0. To cover tax withholding on this vesting, 1,044 shares were transferred to the company at $24.93 per share, leaving the executive with 9,978 Class A shares held directly.
The executive also received a new award of 12,430 restricted share units under the company’s Amended and Restated 2017 Equity Incentive Plan. In general, 40% of this grant vests on November 17, 2028, 30% vests based on return on invested capital metrics, and 30% vests based on stock price appreciation, with performance portions convertible at 50% to 200% of target depending on goal achievement.
Matthews International Corporation executive reports RSU vesting and tax share sale. On November 14, 2025, an executive vice president of Matthews International Corp. (MATW) had 6,160 time-based restricted share units convert into an equal number of shares of Class A common stock at an exercise price of $0. To cover tax withholding related to this vesting, 2,679 shares were sold to the company at a price of $24.93 per share. After these transactions, the reporting person directly owned 10,938 shares of Class A common stock and held 9,240 restricted share units as derivative securities.