Matthews International Corporation (MATW)Private Capital Management, LLC now owns 5.6% of MATW as a passive investor 5.6%

5.6%

Stake

1.74M

Shares owned

Stake as of

Sep 30, 2026

Filed

Oct 2, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 29, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On July 29, 2026, Joseph C. Bartolacci, the Company’s President and Chief Executive Officer, informed Matthews International Corporation (“Matthews” or the “Company”) of his decision to retire as President and Chief Executive Officer and resign as a director of the Company.”
2. Aug 6, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
3. Aug 11, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On August 11, 2026 , the Board appointed Michael J. Whitehead, age 52, as President and Chief Executive Officer of the Company and appointed Mr. Whitehead as a director on the Board, to become effective on August 31, 2026 (the “CEO Commencement Date”).”
4. Sep 1, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
5. Sep 28, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On September 28, 2026, each of Katherine E. Dietze and Morgan K. O’Brien, directors of Matthews International Corporation (the “Company”), notified the Board of Directors of the Company (the “Board”) that they will not stand for re-election at the Company’s 2027 annual meeting of shareholders (the “2027 Meeting”).”

What came next

1. Oct 1, 2026Federal contract · $6.4M obligatedDepartment of Veterans Affairs awarded MATTHEWS INTERNATIONAL CORP: $6.36M obligated to date
2. Oct 2, 20265% stakePrivate Capital Management, LLC reported a passive stake (13G) of 5.6%
3. Oct 5, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 7.8%

How to read SEC Schedule 13G

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Matthews International Corporation

For Matthews International Corporation, OQRO holds 2 fund holdings reports (13F) and 1 federal contract award dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MATW page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Matthews International Corporation

• USAspending.gov award recordOct 1, 2026
• SEC Form 13F-HRAug 12, 2026
• SEC Form 13F-HRMay 14, 2026
• SEC Form 13F-HRMay 11, 2026
• USAspending.gov award recordApr 23, 2026
• USAspending.gov award recordMar 5, 2026

Everything OQRO holds on this company is on its MATW page.