JAMES E HEPPELMANN

CIK 1186555 · CEO · last filed 2024-02-06

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$115.68M

Companies

3

Total Filings

121

Lifetime Open-Market Net

-$87.68M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
PTC CEO 990,228 $115.72 $114.59M -$65.53M 58 2024-02-06
ST Director 23,381 $46.85 $1.10M $0 6 2022-05-31
PTC INC. (PMTC) Delisted President and CEO 682,654 -$22.15M 48 2013-11-19

Recent Filings · Page 10 of 13

121 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2010-11-09 PTC INC. (PMTC) Delisted Mixed -$492.9K EDGAR
2010-11-04 PTC INC. (PMTC) Delisted Grant (A) $0 EDGAR
2010-10-05 PTC INC. (PMTC) Delisted Grant (A) $0 EDGAR
2010-09-07 PTC INC. (PMTC) Delisted Mixed -$273.3K EDGAR
2010-05-03 PTC INC. (PMTC) Delisted Mixed −15,000 -$491.0K EDGAR
2010-02-17 PTC INC. (PMTC) Delisted Tax (F) −6,350 -$105.5K EDGAR
2010-02-01 PTC INC. (PMTC) Delisted Mixed −15,000 -$428.3K EDGAR
2009-11-24 PTC INC. (PMTC) Delisted Sell (S) −42,071 -$673.2K EDGAR
2009-11-16 PTC INC. (PMTC) Delisted Mixed +79,220 -$914.2K EDGAR
2009-11-10 PTC INC. (PMTC) Delisted Tax (F) −20,491 -$329.3K EDGAR
Showing 91100 of 121
Page 10 of 13
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.