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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 Corporation filed an 8-K after an arbitrator issued an interim decision on February 13, 2026 in its dispute with Tesla over dry battery electrode ("DBE") technology. The arbitrator reaffirmed Matthews’ right to develop, produce, market and sell its proprietary DBE solutions to third parties and denied Tesla’s requests for broad injunctive relief against those activities.
The interim decision instead imposed a narrow injunction preventing Matthews from using certain parts in DBE machines, but Matthews already has replacement parts and does not expect this to materially impede its operations or sales. The ruling is described as providing important clarity for Matthews and its customers going forward and supports continued sales of DBE equipment, including its next-generation multi-roll calendering machine, underpinned by multiple foundational DBE patents.
Matthews International Corporation reported the results of its 2026 annual meeting of shareholders. Holders of 26,521,762 of 31,126,081 eligible shares of Class A common stock, about 85.2%, were represented, establishing a strong quorum.
Shareholders approved adding 250,000 shares of Class A common stock to the Second Amended and Restated 2019 Director Fee Plan, bringing the total authorized under the plan to 550,000 shares. They also re-elected Thomas A. Gebhardt, Aleta W. Richards, David A. Schawk, and Francis S. Wlodarczyk to the board.
Investors approved Amended and Restated Articles of Incorporation that declassify the board over three years starting with the 2028 annual meeting, adopt a majority of votes cast standard in uncontested director elections, and remove certain supermajority voting requirements. The amended articles became effective upon filing on February 19, 2026, and the board selected J. Michael Nauman as its new chairman.
Matthews International Corporation amended its main credit agreement, changing the size and structure of its bank debt. The revolving credit facility is reduced to $700 million from $750 million, with further reductions tied to selected business sales, joint venture dividends, and certain asset sale proceeds.
The Eighth Amendment increases the term loan facility to $150 million, with eleven quarterly installments of $1,875,000 starting July 1, 2026 and a final balloon payment of $129,375,000 at maturity. The term loan maturity date is extended to January 31, 2029.
The company must meet specified minimum Interest Coverage Ratios ranging from 2.50x to 3.00x over defined quarters, and the definition of EBIT is revised to add back 50% of certain Propelis Joint Venture cash dividends or distributions. Other key loan terms, including interest rate mechanics and the Leverage Ratio, remain in place.