Trade of the House

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BUY PTC · April McClain Delaney

PTC Inc. - Common Stock (PTC)

B

Deliberate position with a committee link

Signal score 62 / 100 — how much this looks like a deliberate, informed position rather than routine portfolio activity.
Inside their committee's jurisdiction
32/32
Isolated decision, not a bulk rebalance
18/22
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
6/10
Member's own account
0/8
Committee chair or ranking member
0/8
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
0/8
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
6/6
Position size
1/3
Leveraged instrument (option)
0/3

A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.

It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.

The filing it came from

2nd member to buy this in 60 days Also bought by Gilbert Cisneros in the 60 days before this filing became public.

filed in 32 days Towards the 45-day statutory limit.

How this position ended

SoldHeldReturn vs S&P
05 Dec 2025 126 d -18.2% -28.8% part of the holding
23 Jan 2026 175 d -23.6% -35.1% part of the holding
30 Jan 2026 182 d -26.4% -38.3% closed
30 Jan 2026 182 d -26.4% -38.3% closed

Closed by the member. What the member did afterwards, for context. The strategy does not act on it: exiting when members disclose selling cost 6.50 points against holding the full twelve months.

This one is in the strategy. It is an in-remit purchase, so it enters the book on the first market open after the filing appeared and is held for 365 days regardless of what the member does next.

This filing disclosed 16 transactions in total, of which 5 share this trade date (01 Aug 2025).

Filed 02 Sep 2025 · source PDF

Same day: TECHIDXXMKLMLM

Price

Entry
$212.13
03 Sep 2025
Latest
$147.99
12 Aug 2026
Since entry
-30.2%
price only

52-week range $112.33 – $216.53. The marker is the entry: the first market open after this filing became public.

PTC Inc.

PTC Inc. operates as software company in the Americas, Europe, and the Asia Pacific. The company provides Windchill, a suite that manages all aspects of the product development lifecycle(PLM) that provides real-time information sharing, dynamic data visualization, collaborate across geographically distributed teams, and enabling manufacturers to elevate product development, manufacturing, field service, and end-of-li…

Market cap
$16.1B
1yr target
$173
+17.1% from $147.99
Analysts
20
buy
P/E
14.6
beta 0.99
SectorTechnology
IndustrySoftware - Application
Analyst range $140 – $230
Employees7,000
InstrumentST
Jurisdiction tags technology

https://www.ptc.com

Inside this member's remit. Their committees cover aerospaceagriculturecommoditiestechnology

Expressing this with options

An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.

Loading chain…

Outcome

HeldThis tradeS&P 500Alpha
1m -4.3% +4.4% -8.7%
3m -16.4% +6.7% -23.1%
6m -23.2% +7.2% -30.4%
now 11.3 mo -30.2% +21.3% -51.6%
12m 1yr
18m
24m
36m
48m
60m 5yr

Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 6 rows are blank because those windows have not closed yet: this trade was entered 03 Sep 2025, so anything longer than that is still running.

Other congressional trades in PTC

GradeDateMemberSideAmount
E 27 Mar 2026 Alan Armstrong purchase $1,001 - $15,000
C 30 Jan 2026 April McClain Delaney sale $1,001 - $15,000
D 28 Jan 2026 Gilbert Cisneros purchase $1,001 - $15,000
C 23 Jan 2026 April McClain Delaney sale partial $1,001 - $15,000
C 05 Dec 2025 April McClain Delaney sale partial $1,001 - $15,000
C 02 Dec 2025 April McClain Delaney sale partial $1,001 - $15,000
D 30 Sep 2025 Gilbert Cisneros purchase $1,001 - $15,000
C 11 Jul 2025 April McClain Delaney purchase $1,001 - $15,000
D 09 Jul 2025 Gilbert Cisneros purchase $1,001 - $15,000
D 11 Jun 2025 Gilbert Cisneros purchase $1,001 - $15,000
D 28 May 2025 Gilbert Cisneros purchase $1,001 - $15,000
D 13 May 2025 Gilbert Cisneros purchase $1,001 - $15,000
D 28 Apr 2025 Gilbert Cisneros purchase $1,001 - $15,000
E 08 Apr 2025 Rob Bresnahan sale $1,001 - $15,000
C 01 Apr 2025 Gilbert Cisneros purchase $15,001 - $50,000
B 01 Apr 2025 April McClain Delaney sale partial $1,001 - $15,000
C 01 Apr 2025 Julie Johnson sale $1,001 - $15,000
D 25 Aug 2022 Kevin Hern purchase $15,001 - $50,000
E 21 Jul 2021 Kevin Hern purchase $15,001 - $50,000
E 03 Jun 2021 Thomas Suozzi sale $50,001 - $100,000
D 26 May 2021 Kevin Hern purchase $50,001 - $100,000
C 02 Mar 2021 Thomas Suozzi purchase $50,001 - $100,000