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PTC INC

For the period ended Sep 30, 2024. Filed Nov 14, 2024.

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About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2024 · Filed Nov 14, 2024

PTC$195.87+0.4%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Exhibit Index

Incorporated by Reference
ExhibitNumberDescriptionFiled HerewithFormFiling DateExhibitSEC File No.
3.1Restated Articles of Organization of PTC Inc.10-KNovember 23, 20153.10-18059
3.2Amended and Restated By-Laws of PTC Inc.X
4.1Indenture, dated as of February 13, 2020, between PTC Inc. and Wells Fargo Bank, National Association, as trustee8-KFebruary 13, 20204.10-18059
4.2Form of 3.625% senior unsecured notes due 20258-KFebruary 13, 20204.20-18059
4.3Form of 4.000% senior unsecured notes due 20288-KFebruary 13, 20204.30-18059
4.4Description of Securities Registered under Section 12 of the Securities Exchange Act of 193410-KNovember 18, 20194.40-18059
10.1*2000 Equity Incentive Plan8-KFebruary 21, 202310.10-18059
10.1-1*Form of Restricted Stock Unit Certificate (Non-Employee Director)X
10.1-2*Form of Restricted Stock Unit Certificate (U.S.)10-KNovember 18, 201610.1.110-18059
10.1-3*Form of Restricted Stock Unit Certificate (U.S. EVP)X
10.1-4*Form of Restricted Stock Unit Certificate (U.S. Section 16)X
10.1-5*Form of Restricted Stock Unit Certificate (U.S.)10-KNovember 20, 202310.1.120-18059
10.1-6*Form of Restricted Stock Unit Certificate (U.S. Section 16 and U.S. EVP)10-KNovember 20, 202310.1.130-18059
10.1-8*Form of Restricted Stock Unit Certificate (Non-U.S.)X
10.1-9*Form of Restricted Stock Unit Certificate (Israel)X
10.2*2016 Employee Stock Purchase Plan8-KFebruary 21, 202310.20-18059
10.3-1*Executive Agreement by and between the Company and James Heppelmann dated September 30, 20208-KOctober 6, 202010.10-18059
10.3-2*Amendment No. 1 to Executive Agreement by and between the Company and James Heppelmann dated February 16, 20238-KFebruary 21, 202310.30-18059
10.4-1*Offer Letter dated July 24, 2023 by and between the Company and Neil Barua8-KJuly 26, 202310.10-18059
10.4-2*Executive Agreement between the Company and Neil Barua dated July 24, 20238-KJuly 26, 202310.20-18059
10.5*Form of Executive Agreement dated November 16, 2023 by and between PTC Inc. and each of Kristian Talvitie, Catherine Kniker, and Aaron von Staats10-KNovember 20, 202310.50-18059
10.6*Executive Agreement dated November 16, 2023 by and between Michael DiTullio and PTC Inc.10-KNovember 20, 202310.60-18059
10.10Office Lease Agreement dated as of September 7, 2017 by and between PTC Inc. and SCD L2 Seaport Square LLC8-KSeptember 7, 2017100-18059
10.11First Amendment to Lease dated as of October 5, 2017 by and between PTC Inc. and SCD L2 Seaport Square LLC8-KNovember 29, 201710.230-18059
10.16Fourth Amended and Restated Credit Agreement dated January 3, 2023 by and among PTC, PTC (IFSC) Limited, JPMorgan Chase Bank, N.A., as administrative agent, and the Lenders named therein8-KJanuary 3, 20234.40-18059
10.17Amendment No. 1 dated October 1, 2024 to the Fourth Amended and Restated Credit Agreement dated January 3, 2023 by and among PTC, PTC (IFSC) Limited, JPMorgan Chase Bank, N.A., as administrative agent, and the Lenders named therein8-KOctober 7, 202410.10-18059
19.1Trading in Company Securities PolicyX
19.2Rule 10b5-1 Plan PolicyX
21.1Subsidiaries of PTC Inc.X
23.1Consent of PricewaterhouseCoopers LLP, an independent registered public accounting firmX
31.1Certification of the Chief Executive Officer Pursuant to Exchange Act Rules 13(a)-14(a) and 15d-14(a)X
31.2Certification of the Chief Financial Officer Pursuant to Exchange Act Rules 13(a)-14(a) and 15d-14(a)X
32**Certification of Periodic Financial Report Pursuant to 18 U.S.C. Section 1350X
97.1Executive Compensation Recoupment PolicyX
101.INSInline XBRL Instance Document – the instance document does not appear in the interactive data file because its XBRL tags are embedded within the inline XBRL document
101.SCHInline XBRL Taxonomy Extension Schema with Embedded Linkbase Documents
104The cover page of the Annual Report on Form 10-K formatted in Inline XBRL (included in Exhibit 101)
  • Identifies a management contract or compensatory plan or arrangement in which an executive officer or director of PTC participates.

** Indicates that the exhibit is being furnished with this report and is not filed as a part of it.

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.