Joseph C. Bartolacci - 14 Nov 2025 Form 4 Insider Report for MATTHEWS INTERNATIONAL CORP (MATW)

Reporting relationship: President and CEO, Director
Issuer ticker: MATW
Reported as of: 14 Nov 2025
Net transaction value: -$650,523
SEC form: 4
Accepted by SEC: 18 Nov 2025, 14:29:04 UTC
Prior SEC filing: 28 Apr 2025
Next SEC filing: 24 Nov 2025
Source filing: View source filing
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 18 Nov 2025.

Key facts

This page summarizes Joseph C. Bartolacci's Form 4 filing for MATTHEWS INTERNATIONAL CORP (MATW).
4 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 18 Nov 2025, 14:29.

Change

Previous filing in this sequence was filed on 28 Apr 2025.
Current net transaction value: -$650,523.

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

Reporting Owners (1)

CIK 0001211955 Primary reporting owner

BARTOLACCI JOSEPH C

Relationship: President and CEO, Director
Address: TWO NORTHSHORE CENTER, PITTSBURGH
Signature: /s/ Brian D. Walters (Attorney-in-Fact)
Signature date: 18 Nov 2025

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: +60,000
Change %: +11%
Price: $0.000000
Shares after: 611,047
Date: 14 Nov 2025
Ownership: Direct
Footnotes: F1

MATW transaction

Class A Common Stock

Tax liability

Transaction value: $650,523
Shares: -26,094
Change %: -4.3%
Price: $24.93
Shares after: 584,953
Date: 14 Nov 2025
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: -60,000
Change %: -40%
Price: $0.000000
Shares after: 90,000
Date: 14 Nov 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 60,000
Exercise price: $0.000000
Footnotes: F1

MATW transaction Derivative

Restricted Share Units

Award

Transaction value: $0
Shares: +145,800
Change %
Price: $0.000000
Shares after: 145,800
Date: 17 Nov 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 145,800
Exercise price: $0.000000
Footnotes: F3, F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

On November 14, 2025, the vesting date, the time-based restricted share units converted into an equal number of shares of the Company's Class A common stock.

Footnote F2

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

Footnote F3

Award of restricted share units under the Company's Amended and Restated 2017 Equity Incentive Plan (the "Plan"), subject to the agreement entered into under the Plan. Each restricted share unit represents a contingent right to receive shares of the Company's common stock as described below.

Footnote F4

In general, 40% of the grant vests on November 17, 2028; 30% of the grant vests at target based upon the Company achieving certain metrics based on Return on Invested Capital ("ROIC"); and 30% of the grant vests at target based upon stock price appreciation for the Company's common stock. Vesting of all units are generally subject to continuing employment through November 17, 2028. Upon vesting, time-based units will be converted to an equal number of shares of the Company's common stock; performance based units will be converted to the Company's common stock using a factor ranging from 50% to 200% based upon the level of achievement of the performance thresholds related to the above targets. Performance related units that do not achieve the ROIC or stock price appreciation thresholds by the end of the performance period will be forfeited.

SEC remarks

The Power of Attorney dated August 22, 2025 is filed herewith.