{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"PTC","limit":50},"count":50,"signals":[{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":13,"context":"new director equity grant to each of Trac Pham and James Lico upon joining the Board this past year. Each grant was equal to 1.5x the annual equity retainer and vests in two substantially equal installments. Based on the appointment dates for each of Mr.Pham and Mr.Lico, their awards vest in March2026 and 2027 and October2026 and 2027, respectively. | | 24 | | | | | | 2026 PROXY STATEMENT |","filed_date":"2025-12-23","accession":"0001104659-25-124170","full_text":"https://origin.rootz.global/static/filing/0001104659-25-124170.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"or manufacturing-specific knowledge through a senior leadership role. | | | | | | | | MARKETING & GTM | | | Our business depends on successfully creating awareness of our products, entering new markets, and understanding how to best market and distribute new solutions to deliver compelling value to customers. Persons with marketing and Go-to-Market experience can help us identify ways to do so suc","filed_date":"2025-12-23","accession":"0001104659-25-124170","full_text":"https://origin.rootz.global/static/filing/0001104659-25-124170.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":16,"context":"ssing those risks. Based on this assessment, the Compensation and People Committee concluded that the companys compensation plans and programs do not create risks that are reasonably likely to have a material adverse effect on PTC. | | | | The Compensation and People Committee regularly considers the risks associated with our executives compensation and performance-based compensation when establishing such compensati","filed_date":"2025-12-23","accession":"0001104659-25-124170","full_text":"https://origin.rootz.global/static/filing/0001104659-25-124170.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":20,"context":"ht directors to serve until the 2027 Annual Meeting of Shareholders | | | | | | | | Vote FOR all director nominees | | | | | 2 | | | | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay) | | | | | | | | Vote FOR | | | | | 3 | | | | Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm fo","filed_date":"2025-12-23","accession":"0001104659-25-124170","full_text":"https://origin.rootz.global/static/filing/0001104659-25-124170.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":3,"context":"rospects. If we fail to successfully develop competitive SaaS solutions and to transform our operations to support the sale of SaaS solutions, our business and prospects could be adversely affected. Transforming our business to offer and support SaaS solutions requires considerable additional investment in our organization. Whether we will be successful and will accomplish our business and financial objectives is subject","filed_date":"2025-11-21","accession":"0001193125-25-291326","full_text":"https://origin.rootz.global/static/filing/0001193125-25-291326.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":57,"context":"these statements include, but are not limited to, the risks and uncertainties discussed in Item 1A. Risk Factors and elsewhere throughout this Annual Report. Such factors, among others, could have a material adverse effect upon our business, results of operations and financial condition. We caution readers not to place undue reliance on any forward-looking statements, which only speak as of the date made. 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Based on this assessment, the Compensation and People Committee concluded that the companys compensation plans and programs do not create risks that are reasonably likely to have a material adverse effect on PTC. | | | | The Compensation and People Committee regularly considers the risks associated with our executives compensation and performance-based compensation when establishing such compensati","filed_date":"2025-01-02","accession":"0001104659-25-000041","full_text":"https://origin.rootz.global/static/filing/0001104659-25-000041.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":20,"context":"ht directors to serve until the 2026 Annual Meeting of Shareholders | | | | | | | | Vote FOR all director nominees | | | | | 2 | | | | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay) | | | | | | | | Vote FOR | | | | | 3 | | | | Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm fo","filed_date":"2025-01-02","accession":"0001104659-25-000041","full_text":"https://origin.rootz.global/static/filing/0001104659-25-000041.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":3,"context":"rospects. If we fail to successfully transform our operations to support the sale of SaaS solutions and to develop competitive SaaS solutions, our business and prospects could be adversely affected. Transforming our business to offer and support SaaS solutions requires considerable additional investment in our organization. Whether we will be successful and will accomplish our business and financial objectives is subject","filed_date":"2024-11-14","accession":"0000950170-24-127231","full_text":"https://origin.rootz.global/static/filing/0000950170-24-127231.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":61,"context":"these statements include, but are not limited to, the risks and uncertainties discussed in Item 1A. Risk Factors and elsewhere throughout this Annual Report. Such factors, among others, could have a material adverse effect upon our business, results of operations and financial condition. We caution readers not to place undue reliance on any forward-looking statements, which only speak as of the date made. We undertake","filed_date":"2024-11-14","accession":"0000950170-24-127231","full_text":"https://origin.rootz.global/static/filing/0000950170-24-127231.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"ect if customers are slower to adopt those technologies than we expect or if they adopt competing technologies; our strategic initiatives and investments, including our accelerated investments in our transition to SaaS and in our ALM business, and the acquisition of ServiceMax, may not deliver the results when or as we expect; we may be unable to generate sufficient operating cash flow to return 50% of free cash fl","filed_date":"2024-02-02","accession":"0000950170-24-010527","full_text":"https://origin.rootz.global/static/filing/0000950170-24-010527.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"ect if customers are slower to adopt those technologies than we expect or if they adopt competing technologies; our strategic initiatives and investments, including our accelerated investments in our transition to SaaS and in our ALM business, and the acquisition of ServiceMax, may not deliver the results when or as we expect; we may be unable to generate sufficient operating cash flow to return 50% of free cash fl","filed_date":"2024-01-31","accession":"0000950170-24-009371","full_text":"https://origin.rootz.global/static/filing/0000950170-24-009371.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":15,"context":"hed practice, we made a standard new director equity grant to Janesh Moorjani upon joining the Board. The grant was equal to 1.5x the annual equity retainer, and vests in two substantially equal installments in June 2024 and 2025. 2023 Director Compensation The amounts shown in the Fees Earned or Paid in Cash column of the table are each non-employee directors annual board and committee retainer fe","filed_date":"2024-01-03","accession":"0001104659-24-000848","full_text":"https://origin.rootz.global/static/filing/0001104659-24-000848.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":2,"context":"compensation. | | JAMES HEPPELMANN Chairman of the Board and Chief Executive Officer | | | | | | | | Mr.Heppelmann has been our Chief Executive Officer since 2010, during which time he has transformed the company into a dynamic force supporting the digital transformations of industrial enterprises. 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If we fail to successfully transform our operations to support the sale of SaaS solutions and to develop competitive SaaS solutions, our business and prospects could be adversely affected. Transforming our business to offer and support SaaS solutions requires considerable additional investment in our organization. Whether we will be successful and will accomplish our business and financial objectives is subject","filed_date":"2023-11-20","accession":"0000950123-23-011049","full_text":"https://origin.rootz.global/static/filing/0000950123-23-011049.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":14,"context":"s include, but are not limited to, the risks and uncertainties discussed in Item 1A. “Risk Factors” and elsewhere throughout this Annual Report. Such factors, among others, could have a material adverse effect upon our business, results of operations and financial condition. We caution readers not to place undue reliance on any forward-looking statements, which only speak as of the date made. We undertake","filed_date":"2023-11-20","accession":"0000950123-23-011049","full_text":"https://origin.rootz.global/static/filing/0000950123-23-011049.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"ect if customers are slower to adopt those technologies than we expect or if they adopt competing technologies; our strategic initiatives and investments, including our accelerated investments in our transition to SaaS and the acquisition of ServiceMax, may not deliver the results when or as we expect; we may be unable to generate sufficient operating cash flow to return 50% of free cash flow to shareholders via sh","filed_date":"2023-11-01","accession":"0000950170-23-057416","full_text":"https://origin.rootz.global/static/filing/0000950170-23-057416.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":19,"context":"in which they are engaged, except where the failure to be so qualified, in good standing or have such power or authority would not, individually or in the aggregate, reasonably be expected to have a material adverse effect on the business, management, financial position, stockholders equity or results of operations of the Company and its subsidiaries taken as a whole or on the performance by the Company of its obligati","filed_date":"2023-08-07","accession":"0001193125-23-204952","full_text":"https://origin.rootz.global/static/filing/0001193125-23-204952.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"ect if customers are slower to adopt those technologies than we expect or if they adopt competing technologies; our strategic initiatives and investments, including our accelerated investments in our transition to SaaS and the acquisition of ServiceMax, may not deliver the results when or as we expect; we may be unable to integrate the ServiceMax technology when or as we expect; we may be unable to generate suffici","filed_date":"2023-08-04","accession":"0000950170-23-038543","full_text":"https://origin.rootz.global/static/filing/0000950170-23-038543.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"ect if customers are slower to adopt those technologies than we expect or if they adopt competing technologies; our strategic initiatives and investments, including our accelerated investments in our transition to SaaS and the acquisition of ServiceMax, may not deliver the results when or as we expect; we may be unable to integrate the ServiceMax technology when or as we expect; we may be unable to generate suffici","filed_date":"2023-07-26","accession":"0000950170-23-034716","full_text":"https://origin.rootz.global/static/filing/0000950170-23-034716.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"ect if customers are slower to adopt those technologies than we expect or if they adopt competing technologies; our strategic initiatives and investments, including our accelerated investments in our transition to SaaS and the acquisition of ServiceMax, may not deliver the results when or as we expect; we may be unable to integrate the ServiceMax technology when or as we expect; we may be unable to generate suffici","filed_date":"2023-05-03","accession":"0000950170-23-017177","full_text":"https://origin.rootz.global/static/filing/0000950170-23-017177.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"ect if customers are slower to adopt those technologies than we expect or if they adopt competing technologies; our strategic initiatives and investments, including our accelerated investments in our transition to SaaS and the acquisition of ServiceMax, may not deliver the results when or as we expect; we may be unable to integrate the ServiceMax technology when or as we expect; we may be unable to generate suffic","filed_date":"2023-04-26","accession":"0000950170-23-014776","full_text":"https://origin.rootz.global/static/filing/0000950170-23-014776.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"ect if customers are slower to adopt those technologies than we expect or if they adopt competing technologies; our strategic initiatives and investments, including our accelerated investments in our transition to SaaS and the acquisition of ServiceMax, may not deliver the results when or as we expect; we may be unable to integrate the ServiceMax technology when or as we expect; we may be unable to generate suffici","filed_date":"2023-02-09","accession":"0000950170-23-002335","full_text":"https://origin.rootz.global/static/filing/0000950170-23-002335.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":1,"context":"ect if customers are slower to adopt those technologies than we expect or if they adopt competing technologies; our strategic initiatives and investments, including our accelerated investments in our transition to SaaS and the acquisition of ServiceMax, may not deliver the results when or as we expect; we may be unable to integrate the ServiceMax technology when or as we expect; we may be unable to generate suffici","filed_date":"2023-02-01","accession":"0000950170-23-001593","full_text":"https://origin.rootz.global/static/filing/0000950170-23-001593.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":42,"context":"reign Currency (other than euro) and (b) Brussels, Belgium time with respect to euro, in each case of the foregoing clauses (a) and (b) unless otherwise notified by the Administrative Agent). “Material Adverse Effect” means a material adverse effect on (a) the business, operations, property, or condition (financial or otherwise) of the Companies taken as a whole, (b) the rights and remedies of the Administ","filed_date":"2023-01-03","accession":"0000950170-23-000061","full_text":"https://origin.rootz.global/static/filing/0000950170-23-000061.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":100,"match_count":13,"context":", we made onboarding equity grants of Michal Katz and Amar Hanspal upon joining the Board. The onboarding grants are equal to 1.5x the annual equity retainer, and vest in two substantially equal installments on the first and second anniversaries of the date the director joined the Board. | | | | | 2023 PROXY STATEMENT | 29 | | | | | | **Table of Contents** DIRECTOR COMPENSATION **2022 Director","filed_date":"2022-12-23","accession":"0001308179-22-000428","full_text":"https://origin.rootz.global/static/filing/0001308179-22-000428.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":3,"context":"djustments to an executives compensation. | James Heppelmann President and Chief Executive Officer | | | | | | Mr. Heppelmann has been our President and CEO since 2010, during which time he has transformed the company into a dynamic force supporting the digital transformations of industrial enterprises. After evaluating Mr. Heppelmanns compensation and performance for FY2021, the Committee increased his base salar","filed_date":"2022-12-23","accession":"0001308179-22-000428","full_text":"https://origin.rootz.global/static/filing/0001308179-22-000428.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":31,"context":"e in assessing those risks. **Based on this assessment, the Compensation Committee concluded that the companys compensation plans and programs do not create risks that are reasonably likely to have a material adverse effect on PTC.** The Compensation Committee regularly considers the risks associated with executive compensation and corporate incentive plans when designing such plans. The elements described below with re","filed_date":"2022-12-23","accession":"0001308179-22-000428","full_text":"https://origin.rootz.global/static/filing/0001308179-22-000428.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":21,"context":"d of Directors recommends a vote FOR the share increase for the 2016 Employee Stock Purchase Plan. | | | | | | | | | | | Proposal 4 | | | | | | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). | | | | The Board of Directors recommends a vote FOR the approval of the compensation of our named executive officers as disclosed in COMPENSATION DISCUSSION AND ANALYSIS and the tab","filed_date":"2022-12-23","accession":"0001308179-22-000428","full_text":"https://origin.rootz.global/static/filing/0001308179-22-000428.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":21,"context":"transfer, proxies and voting or other similar agreements, claims and other legal and equitable encumbrances, servitude or other similar encumbrance or charge. Lookback Date means February 1, 2019. Material Adverse Effect means an event, effect, circumstance, change, occurrence, fact or development that, individually or in the aggregate with other such events, effects, circumstances, changes, occurrences, facts or dev","filed_date":"2022-11-17","accession":"0001193125-22-287299","full_text":"https://origin.rootz.global/static/filing/0001193125-22-287299.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"restructuring","strength":100,"match_count":18,"context":"headcount decreased by 3% in FY'22 to 6,503 from 6,709 at the end of FY'21. Operating expenses in FY'22 compared to FY'21 increased primarily due to the following: • a $34 million increase in restructuring charges primarily due to the restructuring plan initiated in Q1’22; • a $9 million increase in travel expenses; • a $6 million increase in intangible amortization expense; • a $","filed_date":"2022-11-15","accession":"0000950170-22-025211","full_text":"https://origin.rootz.global/static/filing/0000950170-22-025211.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":3,"context":"market reach, offer broader solutions, and add compelling technology to our offerings. Our strategic services partners provide service offerings to help customers implement our product offerings and transition to SaaS. Additional financial information about our segments and international and domestic operations may be found in Note 18. Segment and Geographic Information of Notes to Consolidated Financial Statemen","filed_date":"2022-11-15","accession":"0000950170-22-025211","full_text":"https://origin.rootz.global/static/filing/0000950170-22-025211.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"PTC","company":"PTC INC.","exchange":"Nasdaq","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":100,"match_count":14,"context":"s include, but are not limited to, the risks and uncertainties discussed in Item 1A. “Risk Factors” and elsewhere throughout this Annual Report. Such factors, among others, could have a material adverse effect upon our business, results of operations and financial condition. We caution readers not to place undue reliance on any forward-looking statements, which only speak as of the date made. 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Segment and Geographic Information. 3. Restructuring and Other Charges Restructuring and other charges, net includes restructuring charges (credits) and impairment and accretion expense charges related to the lease assets of exited facilities. Refer to Note 14. Leases for additional information about exited facilities. 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