Public ownership evidence

PTC, INC (PTC) Ownership Disclosures

Read PTC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

PTC, INC: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-06
Trade date
2026-10-05
Reporting owners
Lathan Corinna
Code
S
Shares
1,750
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001714701-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PTC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PTC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-10-062026-10-05Lathan CorinnaS1,750Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-293$341None
Cornerstone Financial Management LLC2026-03-312026-08-2915$2,137None
Cornerstone Financial Management LLC2025-12-312026-08-2912$2,091None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-2817,163$1,949,888None
Advisors Asset Management, Inc.2021-12-312026-08-286,123$741,801None
Advisors Asset Management, Inc.2022-12-312026-08-281,154$138,526None
Advisors Asset Management, Inc.2020-06-302026-08-287,740$602,095None
Advisors Asset Management, Inc.2022-06-302026-08-282,304$245,000None
Advisors Asset Management, Inc.2021-09-302026-08-288,772$1,051,000None
Corient Private Wealth LP2026-06-302026-08-2812,646$1,436,718None
Corient Private Wealth LP2026-06-302026-08-282,601$295,500None
Formuepleje A/S2022-12-312026-08-2839,906$4,790,316None
Formuepleje A/S2022-09-302026-08-2842,475$4,442,885None
Formuepleje A/S2022-06-302026-08-2868,022$7,233,459None
Formuepleje A/S2022-03-312026-08-2871,210$7,775,420None
Formuepleje A/S2021-12-312026-08-2883,895$10,163,879None
Formuepleje A/S2021-09-302026-08-2873,142$8,761,680None
Formuepleje A/S2021-06-302026-08-2854,864$7,750,089None
Formuepleje A/S2021-03-312026-08-2850,463$6,946,232None
Formuepleje A/S2020-12-312026-08-2840,951$4,898,149None
Formuepleje A/S2020-09-302026-08-2844,049$3,643,733None
Formuepleje A/S2020-06-302026-08-2841,542$3,231,552None
Formuepleje A/S2020-03-312026-08-2845,255$2,770,059None
Formuepleje A/S2019-12-312026-08-2819,299$1,445,302None
Formuepleje A/S2019-09-302026-08-2815,739$1,073,085None
Formuepleje A/S2019-06-302026-08-2815,312$1,374,405None
Formuepleje A/S2019-03-312026-08-2810,846$999,784None
Formuepleje A/S2018-12-312026-08-2811,802$978,386None
Formuepleje A/S2018-09-302026-08-2810,302$1,093,969None
Principia Wealth Advisory, LLC2026-06-302026-08-2710$1,136None
Principia Wealth Advisory, LLC2026-03-312026-08-2711$1,567None
Advisors Asset Management, Inc.2024-03-312026-08-274,444$839,649None
Advisors Asset Management, Inc.2025-03-312026-08-2711,390$1,764,881None
Advisors Asset Management, Inc.2022-09-302026-08-271,542$161,000None
Advisors Asset Management, Inc.2020-12-312026-08-2710,286$1,230,000None
Advisors Asset Management, Inc.2022-03-312026-08-274,020$433,034None
Advisors Asset Management, Inc.2023-06-302026-08-271,167$166,064None
Advisors Asset Management, Inc.2023-09-302026-08-271,698$240,573None
Advisors Asset Management, Inc.2023-03-312026-08-27336$43,085None
Advisors Asset Management, Inc.2021-03-312026-08-2712,022$1,654,828None
Advisors Asset Management, Inc.2021-06-302026-08-279,551$1,349,000None
Advisors Asset Management, Inc.2020-09-302026-08-279,902$819,093None
Advisors Asset Management, Inc.2025-09-302026-08-2712,031$2,442,534None
Advisors Asset Management, Inc.2023-12-312026-08-273,637$636,330None
Dakota Wealth Management2025-09-302026-08-2738,975$7,912,705None
Dakota Wealth Management2025-12-312026-08-2741,081$7,156,722None
Advisors Asset Management, Inc.2019-12-312026-08-267,197$538,983None
Advisors Asset Management, Inc.2025-06-302026-08-2511,228$1,935,034None
CYBER HORNET ETFs LLC2026-06-302026-08-25316$35,901None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25169,428$19,248,715None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

Kevin Hern2026-09-262026-08-31sale$50,001 - $100,000
Kevin Hern2026-09-262026-09-09sale$50,001 - $100,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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