{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-24-015850","form_type":"8-K","ticker":"PTC","cik":"0000857005","company_name":"PTC INC.","filed_at":"2024-02-15T23:59:59+00:00","discovered_at":"2026-05-14T18:03:27.066654+00:00","generated_at":"2026-06-06T01:44:32.493887+00:00","sec_items":["5.02","5.07"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"PTC appoints Neil Barua as CEO succeeding James Heppelmann; Alice Christenson named CAO","bullets":["Neil Barua appointed CEO effective Feb 14, 2024, succeeding James Heppelmann as part of board's succession plan.","Alice Christenson appointed Chief Accounting Officer; she previously served as Corporate VP, Finance since Dec 2018.","Annual meeting results: all nine directors elected, say-on-pay approved (96.9M for, 8.5M against), and PwC ratified for 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-24-015850","json":"https://secwatch.observer/filing/0000950170-24-015850.json","markdown":"https://secwatch.observer/filing/0000950170-24-015850.md","text":"https://secwatch.observer/filing/0000950170-24-015850.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/857005/000095017024015850/0000950170-24-015850-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/857005/000095017024015850/ptc-20240214.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T01:44:32.493887+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6690fdb765","claim":"Neil Barua was appointed as Chief Executive Officer at PTC INC..","evidence_excerpt":"On February 14, 2024, the Board of Directors of PTC Inc. (“PTC” or the “Company”) appointed Neil Barua, the Company’s CEO-Elect, Chief Executive Officer of the Company.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000095017024015850/0000950170-24-015850-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Executive Officer"}],"fact_type":"executive_change"},{"claim_id":"9d83779d75","claim":"Alice Christenson was appointed as Chief Accounting Officer at PTC INC..","evidence_excerpt":"On February 14, 2024, Alice Christenson, Corporate Vice President, Finance, age 59, was appointed Chief Accounting Officer (principal accounting officer) of the Company.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000095017024015850/0000950170-24-015850-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Accounting Officer"}],"fact_type":"executive_change"},{"claim_id":"b99674dc98","claim":"James Heppelmann departed as Chief Executive Officer at PTC INC..","evidence_excerpt":"Mr. Barua succeeds James Heppelmann who, as part of the Board of Directors’ CEO succession plan, stepped down from his role as Chief Executive Officer on such date.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000095017024015850/0000950170-24-015850-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"stepped down"},{"label":"Role","value":"Chief Executive Officer"}],"fact_type":"executive_change"},{"claim_id":"045e310b9919bd1bfc903bf9247b4c4430d66c12","claim":"PTC INC. shareholders approved Advisory vote to approve the compensation of our named executive officers (Say-on-Pay) at the 2024-02-14 meeting.","evidence_excerpt":"Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). For Against Abstain Broker Non-Votes 96,865,993 8,524,531 30,658 4,153,561","evidence_source":"SEC 8-K Item 5.07","evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000095017024015850/0000950170-24-015850-index.htm","confidence":1.0,"family_label":"Shareholder Votes","details":[{"label":"Proposal","value":"say on pay"},{"label":"Outcome","value":"passed"},{"label":"Meeting","value":"2024-02-14"}],"fact_type":"shareholder_vote"},{"claim_id":"50148da2c0e5d205d0b5b6ec93b768da55b11451","claim":"PTC INC. shareholders approved Elect nine directors to serve until the 2025 Annual Meeting of Stockholders at the 2024-02-14 meeting.","evidence_excerpt":"The Annual Meeting of Stockholders was held on February 14, 2024. Three proposals were before the meeting: • Elect nine directors to serve until the 2025 Annual Meeting of Stockholders; • Advisory vote to approve the compensation of our named executive officers (Say-on-Pay); • Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024.","evidence_source":"SEC 8-K Item 5.07","evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000095017024015850/0000950170-24-015850-index.htm","confidence":1.0,"family_label":"Shareholder Votes","details":[{"label":"Proposal","value":"director election"},{"label":"Outcome","value":"passed"},{"label":"Meeting","value":"2024-02-14"}],"fact_type":"shareholder_vote"},{"claim_id":"c0e28f17310d382e66a5932415fc7fb192022759","claim":"PTC INC. shareholders approved Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024 at the 2024-02-14 meeting.","evidence_excerpt":"Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm form 2024. For Against Abstain Broker Non-Votes 98,469,537 11,081,601 23,605 —","evidence_source":"SEC 8-K Item 5.07","evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000095017024015850/0000950170-24-015850-index.htm","confidence":1.0,"family_label":"Shareholder Votes","details":[{"label":"Proposal","value":"auditor ratification"},{"label":"Outcome","value":"passed"},{"label":"Meeting","value":"2024-02-14"}],"fact_type":"shareholder_vote"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}