Joseph C. Bartolacci - 16 Nov 2023 Form 4 Insider Report for MATTHEWS INTERNATIONAL CORP (MATW)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
20 Nov 2023, 15:35:03 UTC
Prior SEC filing
15 Nov 2023
Next SEC filing
20 Dec 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Brian D. Walters (Attorney-in-Fact)
Filing notes and source

Key filing fact

Joseph C. Bartolacci filed Form 4 for MATTHEWS INTERNATIONAL CORP (MATW) on 20 Nov 2023.

Key facts

  • This page summarizes Joseph C. Bartolacci's Form 4 filing for MATTHEWS INTERNATIONAL CORP (MATW).
  • 3 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 20 Nov 2023, 15:35.

Change

  • Previous filing in this sequence was filed on 15 Nov 2023.
  • Current net transaction value: -$3,365,198.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MATW transaction

Class A Common Stock

Options Exercise

Transaction value
$0
Shares
+203,250
Change %
+59%
Price
$0.000000
Shares after
546,717
Date
16 Nov 2023
Ownership
Direct
Footnotes
F1
MATW transaction

Class A Common Stock

Tax liability

Transaction value
$3,365,198
Shares
-88,395
Change %
-16%
Price
$38.07
Shares after
458,322
Date
16 Nov 2023
Ownership
Direct
Footnotes
F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

MATW transaction Derivative

Restricted Share Units

Options Exercise

Transaction value
$0
Shares
-135,500
Change %
-100%
Price
$0.000000*
Shares after
0
Date
16 Nov 2023
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
203,250
Exercise price
$0.000000
Footnotes
F1
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

On November 16, 2023, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock and the performance-based restricted share units (return on invested capital and stock price appreciation) converted into shares of the Company's Class A common stock at a rate of 200%.

Footnote F2

Sale of shares to the registrant to cover tax withholding on the vesting of restricted share units.

SEC remarks

The Power of Attorney dated February 27, 2018 was filed on November 14, 2018, in Form 4, and is incorporated herein by reference.

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