The SEC filings page for PTC, Inc. (NASDAQ: PTC) provides access to the company’s regulatory disclosures as a Massachusetts corporation in the software publishers industry. PTC files periodic and current reports with the U.S. Securities and Exchange Commission under Commission File Number 0-18059, including Form 8-K current reports on material events, earnings announcements, and significant agreements.
Recent 8-K filings referenced by PTC include disclosures about an Asset Purchase Agreement under which an entity controlled by investment funds affiliated with TPG will acquire PTC’s Kepware industrial connectivity and ThingWorx IoT businesses. The filing describes the purchase price structure, working capital and indebtedness adjustments, closing conditions, outside date, termination rights, and certain non-competition and indemnification provisions. Other 8-K filings cover the announcement of quarterly and annual financial results and changes in corporate governance, such as the appointment of new directors.
For investors analyzing PTC’s business strategy and portfolio evolution, these filings offer detail on how the company is focusing on its Intelligent Product Lifecycle vision and its core CAD, PLM, ALM, and SLM offerings. The filings also document financial reporting dates, material agreements, and board-level changes that may be relevant to governance assessments.
On Stock Titan, this page surfaces PTC’s SEC filings with real-time updates from EDGAR and AI-powered summaries that explain the key points of lengthy documents in accessible language. Users can quickly understand the implications of complex agreements, follow the timing and content of earnings-related 8-Ks, and review governance disclosures without reading every page of the original filing.
In addition to 8-Ks, investors can use this page to locate PTC’s other SEC reports, such as annual and quarterly filings when available, and to build a more complete picture of the company’s regulatory and disclosure history.
PTC Inc. (PTC) reported insider equity activity for its EVP, GC and Secretary following the vesting of multiple restricted stock unit (RSU) awards on November 15, 2025. The reporting person acquired 20,678 shares of common stock at an exercise price of $0, reflecting RSUs converting into shares. To cover tax withholding obligations from these vestings, the insider surrendered 9,013 shares at a price of $179.61 per share to the company. After these transactions, the insider directly owned 27,408 shares of PTC common stock. Several performance-based and time-based RSU grants from 2022, 2023 and 2024 either vested or partially vested on this date, with remaining derivative holdings shown in the filing.
PTC Inc. (PTC) reported insider equity activity by its Chief Accounting Officer on November 15, 2025. The officer acquired 2,072 shares of common stock at a price of $0 through the vesting and settlement of restricted stock units, then disposed of 610 shares at $179.61 to cover tax withholding, leaving 1,751 shares of common stock held directly. Several blocks of restricted stock units and performance-based restricted stock units vested or were exercised into common stock on the same date, reflecting previously granted awards from 2022, 2023, and 2024.
PTC Inc. (PTC) signed an Asset Purchase Agreement to sell its ThingWorx and Kepware businesses to an affiliate of TPG for $600,000,000 in cash at closing, subject to adjustments, plus the right to contingent consideration of up to $125,000,000 in certain circumstances following a future sale of the Business by the buyer.
The cash purchase price will be adjusted for working capital relative to a target, reduced by any business indebtedness at closing, reduced by $35 million if specified monthly performance metrics are not achieved before closing, and reduced by an amount tied to average billed accounts receivable for the four quarters ended June 30, 2025. The buyer will assume certain specified liabilities.
Closing is conditioned on HSR waiting period expiration or termination, specified foreign regulatory approvals, the absence of an injunction, and customary accuracy of representations and compliance with covenants. Closing will occur on the later of February 1, 2026 or the second business day after conditions are satisfied or waived, with flexibility to move to month‑end. The agreement may be terminated if not completed by August 5, 2026, automatically extending to November 5, 2026 if only regulatory approvals remain. The deal is not subject to financing or PTC shareholder approval. PTC agreed to a three‑year non‑compete post‑closing and customary indemnities.
PTC Inc. (PTC) signed an Asset Purchase Agreement to sell its ThingWorx and Kepware businesses to an affiliate of TPG for $600,000,000 in cash at closing, subject to adjustments, plus the right to contingent consideration of up to $125,000,000 in certain circumstances following a future sale of the Business by the buyer.
The cash purchase price will be adjusted for working capital relative to a target, reduced by any business indebtedness at closing, reduced by $35 million if specified monthly performance metrics are not achieved before closing, and reduced by an amount tied to average billed accounts receivable for the four quarters ended June 30, 2025. The buyer will assume certain specified liabilities.
Closing is conditioned on HSR waiting period expiration or termination, specified foreign regulatory approvals, the absence of an injunction, and customary accuracy of representations and compliance with covenants. Closing will occur on the later of February 1, 2026 or the second business day after conditions are satisfied or waived, with flexibility to move to month‑end. The agreement may be terminated if not completed by August 5, 2026, automatically extending to November 5, 2026 if only regulatory approvals remain. The deal is not subject to financing or PTC shareholder approval. PTC agreed to a three‑year non‑compete post‑closing and customary indemnities.
PTC Inc. filed a current report stating that it announced financial results for its fourth quarter and fiscal year ended September 30, 2025. The company released these results on November 5, 2025 and made the related press release available as Exhibit 99.1 to the report.
The filing also notes that PTC’s common stock trades on The Nasdaq Global Market under the symbol PTC and that the report was signed by Kristian Talvitie, Executive Vice President and Chief Financial Officer.
PTC Inc. filed a current report stating that it announced financial results for its fourth quarter and fiscal year ended September 30, 2025. The company released these results on November 5, 2025 and made the related press release available as Exhibit 99.1 to the report.
The filing also notes that PTC’s common stock trades on The Nasdaq Global Market under the symbol PTC and that the report was signed by Kristian Talvitie, Executive Vice President and Chief Financial Officer.
PTC Inc. (PTC) disclosed a director’s equity compensation on a Form 4. On 10/13/2025, the director received two restricted stock unit (RSU) grants: 410 RSUs and 1,852 RSUs, each representing the right to receive one share of PTC common stock per unit.
The 410 RSUs vest on the earlier of PTC’s 2026 Annual Meeting of Shareholders or March 15, 2026. The 1,852 RSUs vest in two substantially equal installments on October 15, 2026 and October 15, 2027. The awards were reported at a price of $0 per unit and are held directly.
PTC Inc. reported an initial statement of beneficial ownership (Form 3) for a Director effective 10/13/2025. The filing states that no securities are beneficially owned. It was filed by one reporting person and serves as an initial ownership disclosure under Section 16.
PTC Inc. appointed James Lico to its Board of Directors, effective October 13, 2025, and named him to the Corporate Governance Committee.
His director compensation aligns with outside directors and is prorated for the current service year: an annual cash retainer of $60,000 and an annual equity retainer of RSUs valued at approximately $250,000, vesting on the earlier of the 2026 Annual Meeting of Shareholders or March 15, 2026. He will also receive a one-time initial RSU grant valued at $375,000, vesting in two substantially equal installments on October 15, 2026 and 2027, plus a $10,000 cash retainer for Corporate Governance Committee service.
Lico previously served as President and CEO of Fortive (2016–2025), held senior roles at Danaher, and joined DuPont’s board in June 2024.
Robert Bernshteyn, a director of PTC Inc. (PTC), reported changes in his beneficial ownership. On 09/15/2025 he was credited with 1,117 restricted stock units (RSUs) that convert to common stock at $0 per share, reflecting a grant vesting event. After the transaction his reported beneficial ownership of common stock is shown as 1,765 shares. The RSUs were originally granted on 09/09/2024 and vest in two substantially equal installments on 09/15/2025 and 09/15/2026. The Form 4 was signed on 09/16/2025 by Sean McGrath under a power of attorney.
Neil Barua, President, CEO and a director of PTC Inc. reported stock activity on 08/15/2025. 11,471 restricted stock units (RSUs) vested (each RSU converts to one share) and were reported as acquired at $0, increasing underlying common stock beneficial ownership to 63,992 shares. To satisfy tax-withholding on the vesting, 5,547 shares were tendered to the issuer at a price of $205.84 per share, reducing direct common stock ownership to 58,445 shares. The filing was signed by an attorney-in-fact on 08/18/2025. The report discloses grant origin (RSUs from 07/27/2023) and scheduled vesting in 2024, 2025 and 2026.