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Nasdaq · USD

SSNC

SS&C Technologies Holdings Inc

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3276
SEC CIK
0001402436
Parsed reports
259

Last 12 months

Inside the activity.

0 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 22, 2026 Filed Feb 23, 2026 23:04 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionRestricted Stock Units · Derivative 5,966 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064517 · ownership.xml · derivative · entry 3

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,811

Underlying: Common Stock · 5,966 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: On February 22, 2024, the reporting person was granted 17,432 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 156 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · shares: On February 22, 2024, the reporting person was granted 17,432 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 156 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.exercise_date: On February 22, 2024, the reporting person was granted 17,432 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 156 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.expiration_date: On February 22, 2024, the reporting person was granted 17,432 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 156 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 22, 2026 Filed Feb 23, 2026 23:04 UTC
White Jason DouglasSVP & General Counsel
Tax withholdingCommon Stock 3,047 $71.38 $217,494.86
Disclosure

SEC source: 0001193125-26-064517 · ownership.xml · nonDerivative · entry 2

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,720

Read SEC document
February 22, 2026 Filed Feb 23, 2026 23:04 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionCommon Stock 5,966 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-064517 · ownership.xml · nonDerivative · entry 1

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,767

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
February 22, 2026 Filed Feb 23, 2026 23:03 UTC Exercise / conversionRestricted Stock Units · Derivative 5,304 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064513 · ownership.xml · derivative · entry 3

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,165

Underlying: Common Stock · 5,304 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: On February 22, 2024, the reporting person was granted 15,495 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · shares: On February 22, 2024, the reporting person was granted 15,495 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.exercise_date: On February 22, 2024, the reporting person was granted 15,495 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.expiration_date: On February 22, 2024, the reporting person was granted 15,495 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 22, 2026 Filed Feb 23, 2026 23:03 UTC Tax withholdingCommon Stock 2,369 $71.38 $169,099.22
Disclosure

SEC source: 0001193125-26-064513 · ownership.xml · nonDerivative · entry 2

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,079

Read SEC document
February 22, 2026 Filed Feb 23, 2026 23:03 UTC Exercise / conversionCommon Stock 5,304 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-064513 · ownership.xml · nonDerivative · entry 1

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,448

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
February 14, 2026 Filed Feb 18, 2026 20:42 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 14,273 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 7

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,198

Underlying: Common Stock · 14,273 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_price: On February 14, 2025, the reporting person was granted 42,297 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 174 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · shares: On February 14, 2025, the reporting person was granted 42,297 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 174 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · derivative.exercise_date: On February 14, 2025, the reporting person was granted 42,297 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 174 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · derivative.expiration_date: On February 14, 2025, the reporting person was granted 42,297 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 174 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 14, 2026 Filed Feb 18, 2026 20:42 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionCommon Stock 14,273 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · nonDerivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,428,969

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
February 14, 2026 Filed Feb 19, 2026 01:49 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionRestricted Stock Units · Derivative 4,282 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 9

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,459

Underlying: Common Stock · 4,282 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_price: On February 14, 2025, the reporting person was granted 12,689 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 52 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · shares: On February 14, 2025, the reporting person was granted 12,689 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 52 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · derivative.exercise_date: On February 14, 2025, the reporting person was granted 12,689 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 52 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · derivative.expiration_date: On February 14, 2025, the reporting person was granted 12,689 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 52 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 14, 2026 Filed Feb 19, 2026 01:49 UTC
White Jason DouglasSVP & General Counsel
Tax withholdingCommon Stock 1,651 $72.09 $119,020.59
Disclosure

SEC source: 0001193125-26-057820 · ownership.xml · nonDerivative · entry 4

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,801

Read SEC document
February 14, 2026 Filed Feb 19, 2026 01:49 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionCommon Stock 4,282 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057820 · ownership.xml · nonDerivative · entry 3

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,452

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
February 14, 2026 Filed Feb 19, 2026 01:47 UTC Exercise / conversionRestricted Stock Units · Derivative 3,806 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057817 · ownership.xml · derivative · entry 9

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,520

Underlying: Common Stock · 3,806 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_price: On February 14, 2025, the reporting person was granted 11,280 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 46 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · shares: On February 14, 2025, the reporting person was granted 11,280 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 46 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · derivative.exercise_date: On February 14, 2025, the reporting person was granted 11,280 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 46 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · derivative.expiration_date: On February 14, 2025, the reporting person was granted 11,280 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 46 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 14, 2026 Filed Feb 19, 2026 01:47 UTC Tax withholdingCommon Stock 1,780 $72.09 $128,320.20
Disclosure

SEC source: 0001193125-26-057817 · ownership.xml · nonDerivative · entry 4

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,144

Read SEC document
February 14, 2026 Filed Feb 19, 2026 01:47 UTC Exercise / conversionCommon Stock 3,806 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057817 · ownership.xml · nonDerivative · entry 3

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,924

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
February 14, 2026 Filed Feb 19, 2026 01:45 UTC
Kanwar RahulPresident & COO
Exercise / conversionRestricted Stock Units · Derivative 11,418 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 9

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,559

Underlying: Common Stock · 11,418 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_price: On February 14, 2025, the reporting person was granted 33,838 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · shares: On February 14, 2025, the reporting person was granted 33,838 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · derivative.exercise_date: On February 14, 2025, the reporting person was granted 33,838 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · derivative.expiration_date: On February 14, 2025, the reporting person was granted 33,838 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 14, 2026 Filed Feb 19, 2026 01:45 UTC
Kanwar RahulPresident & COO
Tax withholdingCommon Stock 4,663 $72.09 $336,155.67
Disclosure

SEC source: 0001193125-26-057809 · ownership.xml · nonDerivative · entry 4

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,409

Read SEC document
February 14, 2026 Filed Feb 19, 2026 01:45 UTC
Kanwar RahulPresident & COO
Exercise / conversionCommon Stock 11,418 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057809 · ownership.xml · nonDerivative · entry 3

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,072

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 20:42 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
GrantRestricted Stock Units · Derivative 52,019 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 6

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,019

Underlying: Common Stock · 52,019 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

F4 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

F4 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 20:42 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
GrantStock Option (right to buy) · Derivative 244,619 $0.00 Strike: $72.09 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 5

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 244,619

Underlying: Common Stock · 244,619 shares

Expires 2036-02-13

F3 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 13, 2027 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 20:42 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionPerformance Stock Units · Derivative 263,394 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 4

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 263,394 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in columns 5 and 7 includes 4,943 dividend equivalent rights accrued with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in columns 5 and 7 includes 4,943 dividend equivalent rights accrued with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in columns 5 and 7 includes 4,943 dividend equivalent rights accrued with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

Read SEC document
February 13, 2026 Filed Feb 18, 2026 20:42 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
GrantPerformance Stock Units · Derivative 263,394 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 3

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 263,394

Underlying: Common Stock · 263,394 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in columns 5 and 7 includes 4,943 dividend equivalent rights accrued with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · shares: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in columns 5 and 7 includes 4,943 dividend equivalent rights accrued with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in columns 5 and 7 includes 4,943 dividend equivalent rights accrued with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in columns 5 and 7 includes 4,943 dividend equivalent rights accrued with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

Read SEC document
February 13, 2026 Filed Feb 18, 2026 20:42 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionCommon Stock 263,394 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,414,696

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:49 UTC
White Jason DouglasSVP & General Counsel
GrantRestricted Stock Units · Derivative 15,606 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 8

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,606

Underlying: Common Stock · 15,606 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

F4 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

F4 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:49 UTC
White Jason DouglasSVP & General Counsel
GrantStock Option (right to buy) · Derivative 73,386 $0.00 Strike: $72.09 $0.00
Disclosure

SEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 7

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,386

Underlying: Common Stock · 73,386 shares

Expires 2036-02-13

F3 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 13, 2027 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:49 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionPerformance Stock Units · Derivative 79,020 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 6

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 79,020 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:49 UTC
White Jason DouglasSVP & General Counsel
GrantPerformance Stock Units · Derivative 79,020 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 5

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,020

Underlying: Common Stock · 79,020 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · shares: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:49 UTC
White Jason DouglasSVP & General Counsel
Tax withholdingCommon Stock 40,340 $72.09 $2,908,110.60
Disclosure

SEC source: 0001193125-26-057820 · ownership.xml · nonDerivative · entry 2

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,170

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:49 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionCommon Stock 79,020 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057820 · ownership.xml · nonDerivative · entry 1

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,510

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:47 UTC GrantRestricted Stock Units · Derivative 13,872 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057817 · ownership.xml · derivative · entry 8

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,872

Underlying: Common Stock · 13,872 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

F4 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

F4 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:47 UTC GrantStock Option (right to buy) · Derivative 65,232 $0.00 Strike: $72.09 $0.00
Disclosure

SEC source: 0001193125-26-057817 · ownership.xml · derivative · entry 7

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,232

Underlying: Common Stock · 65,232 shares

Expires 2036-02-13

F3 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 13, 2027 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:47 UTC Exercise / conversionPerformance Stock Units · Derivative 73,588 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057817 · ownership.xml · derivative · entry 6

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 73,588 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: The performance stock units were granted on August 15, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target.The number of securities reported in column 5 and 7 includes 1,263 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.exercise_date: The performance stock units were granted on August 15, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target.The number of securities reported in column 5 and 7 includes 1,263 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.expiration_date: The performance stock units were granted on August 15, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target.The number of securities reported in column 5 and 7 includes 1,263 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:47 UTC GrantPerformance Stock Units · Derivative 73,588 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057817 · ownership.xml · derivative · entry 5

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,588

Underlying: Common Stock · 73,588 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: The performance stock units were granted on August 15, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target.The number of securities reported in column 5 and 7 includes 1,263 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · shares: The performance stock units were granted on August 15, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target.The number of securities reported in column 5 and 7 includes 1,263 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.exercise_date: The performance stock units were granted on August 15, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target.The number of securities reported in column 5 and 7 includes 1,263 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.expiration_date: The performance stock units were granted on August 15, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target.The number of securities reported in column 5 and 7 includes 1,263 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:47 UTC Tax withholdingCommon Stock 32,858 $72.09 $2,368,733.22
Disclosure

SEC source: 0001193125-26-057817 · ownership.xml · nonDerivative · entry 2

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,118

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:47 UTC Exercise / conversionCommon Stock 73,588 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057817 · ownership.xml · nonDerivative · entry 1

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,976

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:45 UTC
Kanwar RahulPresident & COO
GrantRestricted Stock Units · Derivative 41,615 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 8

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,615

Underlying: Common Stock · 41,615 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

F4 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

F4 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:45 UTC
Kanwar RahulPresident & COO
GrantStock Option (right to buy) · Derivative 195,695 $0.00 Strike: $72.09 $0.00
Disclosure

SEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 7

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,695

Underlying: Common Stock · 195,695 shares

Expires 2036-02-13

F3 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 13, 2027 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:45 UTC
Kanwar RahulPresident & COO
Exercise / conversionPerformance Stock Units · Derivative 210,715 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 6

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 210,715 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:45 UTC
Kanwar RahulPresident & COO
GrantPerformance Stock Units · Derivative 210,715 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 5

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,715

Underlying: Common Stock · 210,715 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · shares: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:45 UTC
Kanwar RahulPresident & COO
Tax withholdingCommon Stock 116,158 $72.09 $8,373,830.22
Disclosure

SEC source: 0001193125-26-057809 · ownership.xml · nonDerivative · entry 2

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,654

Read SEC document
February 13, 2026 Filed Feb 19, 2026 01:45 UTC
Kanwar RahulPresident & COO
Exercise / conversionCommon Stock 210,715 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057809 · ownership.xml · nonDerivative · entry 1

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284,812

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Read SEC document
December 23, 2025 Filed Dec 29, 2025 16:04 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
GiftCommon Stock 148,000 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-335283 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,151,302

Read SEC document
November 25, 2025 Filed Nov 26, 2025 22:05 UTC Exercise / conversionStock Option (right to buy) · Derivative 200,000 $0.00 Strike: $33.89 $0.00
Disclosure

SEC source: 0001193125-25-300794 · ownership.xml · derivative · entry 3

BOULANGER NORMAND A · CIK 0001194386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 200,000 shares

Expires 2025-12-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 22, 2019.

Read SEC document
November 25, 2025 Filed Nov 26, 2025 22:05 UTC SaleCommon Stock 150,000 $85.85 $12,878,130.00
Disclosure

SEC source: 0001193125-25-300794 · ownership.xml · nonDerivative · entry 2

BOULANGER NORMAND A · CIK 0001194386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 386,924

F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $85.75 to $86.025. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.

Read SEC document
November 25, 2025 Filed Nov 26, 2025 22:05 UTC Exercise / conversionCommon Stock 200,000 $33.89 $6,778,000.00
Disclosure

SEC source: 0001193125-25-300794 · ownership.xml · nonDerivative · entry 1

BOULANGER NORMAND A · CIK 0001194386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 536,924

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 13, 2025 Filed Oct 15, 2025 14:12 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionStock Option (Right to Buy) · Derivative 420,000 $0.00 Strike: $33.89 $0.00
Disclosure

SEC source: 0001193125-25-240094 · ownership.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 420,000 shares

Expires 2025-12-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 22, 2019.

Read SEC document
October 13, 2025 Filed Oct 15, 2025 14:12 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionCommon Stock 420,000 $33.89 $14,233,800.00
Disclosure

SEC source: 0001193125-25-240094 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,299,302

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 20:42 UTC Exercise / conversionRestricted Stock Units · Derivative 39,616 $0.00 $0.00
Disclosure

SEC source: 0001537240-25-000004 · ownership.xml · derivative · entry 3

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,491

Underlying: Common Stock · 39,616 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On August 15, 2023, the reporting person was granted 115,474 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 1,124 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.expiration_date: On August 15, 2023, the reporting person was granted 115,474 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 1,124 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 20:42 UTC Tax withholdingCommon Stock 18,521 $86.83 $1,608,178.43
Disclosure

SEC source: 0001537240-25-000004 · ownership.xml · nonDerivative · entry 2

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,388

Read SEC document
August 15, 2025 Filed Aug 19, 2025 20:42 UTC Exercise / conversionCommon Stock 39,616 Not disclosed Not disclosed
Disclosure

SEC source: 0001537240-25-000004 · ownership.xml · nonDerivative · entry 1

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,909

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC GrantRestricted Stock Units · Derivative 2,547 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076923 · ownership.xml · derivative · entry 1

Vanni d'Archirafi Francesco Paolo · CIK 0002064183 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,547

Underlying: Common Stock · 2,547 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · shares: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2026.

F2 · derivative.exercise_date: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2026.

F2 · derivative.expiration_date: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2026.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.