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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 2026-11-07T14:03:26.246Z

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2026-10-062026-10-05Lathan CorinnaS1,750Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-10-05 and its public availability date is 2026-10-06. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001714701-26-000005 ↗13F 0002110329-26-000015 ↗13F 0002110329-26-000014 ↗

Recent Form 4 activity

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2026-10-062026-10-05Lathan CorinnaS1,750Not reported

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

Recent institutional filing receipts

Inspect all 50 displayed rows: 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.

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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

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Gilbert Ray Cisneros, Jr.2026-10-122026-09-17sale$1,001 - $15,000

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.