Tapewire

Nasdaq · USD

SSNC

SS&C Technologies Holdings Inc

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Tapewire entity
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

Latest available

Insider transactions

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

SEC source: 0000950170-25-076925 · ownership.xml · derivative · entry 3

BOULANGER NORMAND A · CIK 0001194386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,547

Underlying: Common Stock · 2,547 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · 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.

F3 · 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.

F3 · 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
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionRestricted Stock Units · Derivative 3,348 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076925 · ownership.xml · derivative · entry 2

BOULANGER NORMAND A · CIK 0001194386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,348 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionCommon Stock 3,348 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-076925 · ownership.xml · nonDerivative · entry 1

BOULANGER NORMAND A · CIK 0001194386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 336,924

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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F2 · 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: 0000950170-25-076924 · ownership.xml · derivative · entry 5

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,547

Underlying: Common Stock · 2,547 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · 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.

F5 · 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.

F5 · 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
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionRestricted Stock Units · Derivative 3,348 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076924 · ownership.xml · derivative · entry 4

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,348 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionCommon Stock 3,348 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-076924 · ownership.xml · nonDerivative · entry 1

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,824

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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F2 · 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: 0000950170-25-076922 · ownership.xml · derivative · entry 3

Conjeevaram Smita · CIK 0001656600 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,547

Underlying: Common Stock · 2,547 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · 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.

F3 · 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.

F3 · 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
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionRestricted Stock Units · Derivative 3,348 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076922 · ownership.xml · derivative · entry 2

Conjeevaram Smita · CIK 0001656600 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,348 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionCommon Stock 3,348 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-076922 · ownership.xml · nonDerivative · entry 1

Conjeevaram Smita · CIK 0001656600 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,924

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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F2 · 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: 0000950170-25-076921 · ownership.xml · derivative · entry 3

Varsano David · CIK 0001514904 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,547

Underlying: Common Stock · 2,547 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · 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.

F3 · 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.

F3 · 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
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionRestricted Stock Units · Derivative 3,348 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076921 · ownership.xml · derivative · entry 2

Varsano David · CIK 0001514904 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,348 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionCommon Stock 3,348 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-076921 · ownership.xml · nonDerivative · entry 1

Varsano David · CIK 0001514904 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,424

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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F2 · 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: 0000950170-25-076920 · ownership.xml · derivative · entry 4

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,547

Underlying: Common Stock · 2,547 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · 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 2025.

F3 · 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 2025.

F3 · 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 2025.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionRestricted Stock Units · Derivative 3,348 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076920 · ownership.xml · derivative · entry 3

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,348 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC Exercise / conversionCommon Stock 3,348 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-076920 · ownership.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,124

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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F2 · 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
Walton DebraDirector
GrantRestricted Stock Units · Derivative 2,547 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076919 · ownership.xml · derivative · entry 3

Walton Debra · CIK 0001771962 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,547

Underlying: Common Stock · 2,547 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · 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.

F3 · 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.

F3 · 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
May 21, 2025 Filed May 23, 2025 20:10 UTC
Walton DebraDirector
Exercise / conversionRestricted Stock Units · Derivative 3,348 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076919 · ownership.xml · derivative · entry 2

Walton Debra · CIK 0001771962 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,348 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC
Walton DebraDirector
Exercise / conversionCommon Stock 3,348 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-076919 · ownership.xml · nonDerivative · entry 1

Walton Debra · CIK 0001771962 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,020

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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F2 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 13, 2025 Filed May 15, 2025 21:00 UTC SaleCommon Stock 12,500 $79.92 $999,000.00
Disclosure

SEC source: 0000950170-25-072823 · ownership.xml · nonDerivative · entry 1

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,476

F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $79.64 to $80.185. 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
May 02, 2025 Filed May 6, 2025 22:13 UTC Exercise / conversionStock Option (right to buy) · Derivative 6,000 $0.00 Strike: $30.19 $0.00
Disclosure

SEC source: 0000950170-25-064728 · ownership.xml · derivative · entry 6

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2025-05-28

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.

F4 · derivative.exercise_date: The option is a "time-based" option that vested in full on the date of the grant, on May 28, 2015.

Read SEC document
May 02, 2025 Filed May 6, 2025 22:13 UTC SaleCommon Stock 12,900 $77.60 $1,001,061.93
Disclosure

SEC source: 0000950170-25-064728 · ownership.xml · nonDerivative · entry 3

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,976

F3 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $77.365 to $77.765. 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
May 02, 2025 Filed May 6, 2025 22:13 UTC SaleCommon Stock 6,000 $77.05 $462,303.60
Disclosure

SEC source: 0000950170-25-064728 · ownership.xml · nonDerivative · entry 2

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,876

F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $77.00 to $77.12. 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
May 02, 2025 Filed May 6, 2025 22:13 UTC Exercise / conversionCommon Stock 6,000 $30.19 $181,140.00
Disclosure

SEC source: 0000950170-25-064728 · ownership.xml · nonDerivative · entry 1

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,876

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
May 01, 2025 Filed May 5, 2025 23:30 UTC PurchaseCommon Stock 2,700 $75.53 $203,935.05
Disclosure

SEC source: 0000950170-25-063799 · ownership.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,776

F1 · price: The price reported is the weighted average price of the shares purchased. The shares were purchased in multiple transactions at prices ranging from $75.53 to $75.55, inclusive. The reporting person undertakes, upon request by the issuer, the Staff of the Securities and Exchange Commission, or a security holder of the issuer, to provide full information regarding the number of shares purchased at each separate price.

F2 · balance_after: The total number of securities beneficially owned is being updated to reflect 3,576 shares previously acquired by the reporting person upon the settlement of restricted stock units on May 29, 2024, which was previously reported by the reporting person on a Form 4 at the time of settlement, but which shares were inadvertently not included on the reporting person's most recently filed Form 4 due to an administrative error.

Read SEC document
March 24, 2025 Filed Apr 29, 2025 20:20 UTC GrantRestricted Stock Units · Derivative 1,209 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-060164 · ownership.xml · derivative · entry 1

Vanni d'Archirafi Francesco Paolo · CIK 0002064183 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,209

Underlying: Common Stock · 1,209 shares

Expires not disclosed

F1 · derivative.exercise_price: The Restricted Stock Units vest 100% on the first anniversary of the grant date, provided that the Reporting Person remains in continuous service with the Issuer through the applicable vesting date.

F1 · derivative.exercise_date: The Restricted Stock Units vest 100% on the first anniversary of the grant date, provided that the Reporting Person remains in continuous service with the Issuer through the applicable vesting date.

F1 · derivative.expiration_date: The Restricted Stock Units vest 100% on the first anniversary of the grant date, provided that the Reporting Person remains in continuous service with the Issuer through the applicable vesting date.

Read SEC document
March 21, 2025 Filed Mar 25, 2025 20:05 UTC Exercise / conversionStock Option (right to buy) · Derivative 6,000 $0.00 Strike: $30.19 $0.00
Disclosure

SEC source: 0000950170-25-044361 · ownership.xml · derivative · entry 2

Varsano David · CIK 0001514904 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2025-05-28

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 stock option was fully vested as of the date of the grant.

Read SEC document
March 21, 2025 Filed Mar 25, 2025 20:05 UTC Exercise / conversionCommon Stock 6,000 $30.19 $181,140.00
Disclosure

SEC source: 0000950170-25-044361 · ownership.xml · nonDerivative · entry 1

Varsano David · CIK 0001514904 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,076

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
March 19, 2025 Filed Mar 22, 2025 00:03 UTC Exercise / conversionStock Option (right to buy) · Derivative 6,000 $0.00 Strike: $30.19 $0.00
Disclosure

SEC source: 0000950170-25-043424 · ownership.xml · derivative · entry 3

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2025-05-28

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 stock option was fully vested as of the date of the grant.

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March 19, 2025 Filed Mar 22, 2025 00:03 UTC Exercise / conversionCommon Stock 6,000 $30.19 $181,140.00
Disclosure

SEC source: 0000950170-25-043424 · ownership.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,500

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 · balance_after: The total number of securities beneficially owned is being updated to reflect 6,000 shares previously acquired by the reporting person upon the exercise of stock options on February 27, 2024, as previously reported by the reporting person on a Form 4 at the time of exercise. The total number of securities beneficially owned was not updated at that time due to an inadvertent administrative error.

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March 03, 2025 Filed Mar 4, 2025 20:16 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionCommon Stock 21,729 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032795 · 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: 31,879,302

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.

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

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March 03, 2025 Filed Mar 5, 2025 01:23 UTC
White Jason DouglasSVP & General Counsel
Tax withholdingCommon Stock 3,321 $89.05 $295,735.05
Disclosure

SEC source: 0000950170-25-032811 · ownership.xml · nonDerivative · entry 2

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,490

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March 03, 2025 Filed Mar 5, 2025 01:23 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionCommon Stock 6,515 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032811 · ownership.xml · nonDerivative · entry 1

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,811

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.

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March 03, 2025 Filed Mar 5, 2025 01:19 UTC
Kanwar RahulPresident & COO
Tax withholdingCommon Stock 9,592 $89.05 $854,167.60
Disclosure

SEC source: 0000950170-25-032801 · ownership.xml · nonDerivative · entry 2

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,097

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March 03, 2025 Filed Mar 5, 2025 01:19 UTC
Kanwar RahulPresident & COO
Exercise / conversionCommon Stock 17,373 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032801 · ownership.xml · nonDerivative · entry 1

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,689

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
March 02, 2025 Filed Mar 4, 2025 20:16 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 21,729 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032795 · 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: 21,125

Underlying: Common Stock · 21,729 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 · shares: On March 2, 2023, the reporting person was granted 63,377 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 603 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.exercise_date: On March 2, 2023, the reporting person was granted 63,377 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 603 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.expiration_date: On March 2, 2023, the reporting person was granted 63,377 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 603 dividend equivalent rights accrued with respect to the underlying restricted stock units.

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March 02, 2025 Filed Mar 5, 2025 01:23 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionRestricted Stock Units · Derivative 6,515 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032811 · ownership.xml · derivative · entry 3

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,338

Underlying: Common Stock · 6,515 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 March 2, 2023, the reporting person was granted 19,014 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 177 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.expiration_date: On March 2, 2023, the reporting person was granted 19,014 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 177 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.underlying_shares: On March 2, 2023, the reporting person was granted 19,014 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 177 dividend equivalent rights accrued with respect to the underlying restricted stock units.

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March 02, 2025 Filed Mar 5, 2025 01:19 UTC
Kanwar RahulPresident & COO
Exercise / conversionRestricted Stock Units · Derivative 17,373 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032801 · ownership.xml · derivative · entry 3

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,901

Underlying: Common Stock · 17,373 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 March 2, 2023, the reporting person was granted 50,702 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 472 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.expiration_date: On March 2, 2023, the reporting person was granted 50,702 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 472 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.underlying_shares: On March 2, 2023, the reporting person was granted 50,702 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 472 dividend equivalent rights accrued with respect to the underlying restricted stock units.

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February 27, 2025 Filed Feb 28, 2025 01:52 UTC GiftCommon Stock 15,300 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-029425 · ownership.xml · nonDerivative · entry 3

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,876

F2 · kind: Reflects an exempt bona fide gift from a trust controlled by the reporting person.

F2 · price: Reflects an exempt bona fide gift from a trust controlled by the reporting person.

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February 27, 2025 Filed Feb 28, 2025 01:52 UTC GiftCommon Stock 15,300 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-029425 · ownership.xml · nonDerivative · entry 2

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Through family trusts

Disclosed balance after: 7,900

F2 · kind: Reflects an exempt bona fide gift from a trust controlled by the reporting person.

F2 · price: Reflects an exempt bona fide gift from a trust controlled by the reporting person.

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February 25, 2025 Filed Feb 28, 2025 01:52 UTC SaleCommon Stock 23,000 $88.39 $2,033,062.00
Disclosure

SEC source: 0000950170-25-029425 · ownership.xml · nonDerivative · entry 1

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Through Family Trusts

Disclosed balance after: 23,200

F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $87.82 to $88.71. 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.

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February 24, 2025 Filed Feb 25, 2025 20:49 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionCommon Stock 19,647 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-027194 · 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: 31,857,573

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
February 24, 2025 Filed Feb 26, 2025 01:52 UTC
Kanwar RahulPresident & COO
Tax withholdingCommon Stock 7,043 $88.60 $624,009.80
Disclosure

SEC source: 0000950170-25-027203 · ownership.xml · nonDerivative · entry 2

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,316

Read SEC document
February 24, 2025 Filed Feb 26, 2025 01:52 UTC
Kanwar RahulPresident & COO
Exercise / conversionCommon Stock 15,717 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-027203 · ownership.xml · nonDerivative · entry 1

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,359

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
February 24, 2025 Filed Feb 26, 2025 01:47 UTC
White Jason DouglasSVP & General Counsel
Tax withholdingCommon Stock 3,010 $88.60 $266,686.00
Disclosure

SEC source: 0000950170-25-027187 · ownership.xml · nonDerivative · entry 2

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,296

Read SEC document
February 24, 2025 Filed Feb 26, 2025 01:47 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionCommon Stock 5,894 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-027187 · ownership.xml · nonDerivative · entry 1

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,306

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
February 24, 2025 Filed Feb 26, 2025 01:43 UTC Tax withholdingCommon Stock 1,613 $88.60 $142,911.80
Disclosure

SEC source: 0000950170-25-027182 · ownership.xml · nonDerivative · entry 2

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,293

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February 24, 2025 Filed Feb 26, 2025 01:43 UTC Exercise / conversionCommon Stock 5,239 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-027182 · ownership.xml · nonDerivative · entry 1

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,906

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
February 22, 2025 Filed Feb 25, 2025 20:49 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 19,647 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-027194 · 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: 38,736

Underlying: Common Stock · 19,647 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 · shares: On February 22, 2024, the reporting person was granted 58,104 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 279 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 58,104 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 279 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 58,104 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 279 dividend equivalent rights accrued with respect to the underlying restricted stock units.

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February 22, 2025 Filed Feb 26, 2025 01:52 UTC
Kanwar RahulPresident & COO
Exercise / conversionRestricted Stock Units · Derivative 15,717 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-027203 · ownership.xml · derivative · entry 3

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,989

Underlying: Common Stock · 15,717 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 February 22, 2024, the reporting person was granted 46,483 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 223 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 46,483 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 223 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.underlying_shares: On February 22, 2024, the reporting person was granted 46,483 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 223 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 22, 2025 Filed Feb 26, 2025 01:47 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionRestricted Stock Units · Derivative 5,894 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-027187 · ownership.xml · derivative · entry 3

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,622

Underlying: Common Stock · 5,894 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 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 84 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 84 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · derivative.underlying_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 84 dividend equivalent rights accrued with respect to the underlying restricted stock units.

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