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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

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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, 2025 Filed Feb 26, 2025 01:43 UTC Exercise / conversionRestricted Stock Units · Derivative 5,239 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-027182 · ownership.xml · derivative · entry 3

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,330

Underlying: Common Stock · 5,239 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 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 column 5 and 7 include 74 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 column 5 and 7 include 74 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 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 column 5 and 7 include 74 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 18, 2025 Filed Feb 19, 2025 22:00 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionStock Option (right to buy) · Derivative 15,000 $0.00 Strike: $59.17 $0.00
Disclosure

SEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 9

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,920

Underlying: Common Stock · 62,920 shares

Expires 2033-03-02

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.

F6 · derivative.exercise_date: The option is a time-vesting stock option that vested as to 1/3 on March 2, 2024 and vests as to an additional 1/3 on each of March 2, 2025 and March 2, 2026.

Read SEC document
February 18, 2025 Filed Feb 19, 2025 22:00 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionStock Option (right to buy) · Derivative 56,000 $0.00 Strike: $50.01 $0.00
Disclosure

SEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 8

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 56,000 shares

Expires 2028-04-24

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.

F5 · derivative.exercise_date: The option is a time-vesting stock option that vested in full on April 24, 2022.

Read SEC document
February 18, 2025 Filed Feb 19, 2025 22:00 UTC
White Jason DouglasSVP & General Counsel
SaleCommon Stock 15,000 $88.96 $1,334,440.50
Disclosure

SEC source: 0000950170-25-023318 · ownership.xml · nonDerivative · entry 4

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,412

F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $88.725 to $89.180. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.

Read SEC document
February 18, 2025 Filed Feb 19, 2025 22:00 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionCommon Stock 15,000 $59.17 $887,550.00
Disclosure

SEC source: 0000950170-25-023318 · ownership.xml · nonDerivative · entry 3

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,412

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
February 18, 2025 Filed Feb 19, 2025 22:00 UTC
White Jason DouglasSVP & General Counsel
SaleCommon Stock 56,000 $88.96 $4,981,911.20
Disclosure

SEC source: 0000950170-25-023318 · ownership.xml · nonDerivative · entry 2

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,412

F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $88.725 to $89.180. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.

Read SEC document
February 18, 2025 Filed Feb 19, 2025 22:00 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionCommon Stock 56,000 $50.01 $2,800,560.00
Disclosure

SEC source: 0000950170-25-023318 · ownership.xml · nonDerivative · entry 1

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,412

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
February 14, 2025 Filed Feb 19, 2025 17:00 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
GrantRestricted Stock Units · Derivative 42,297 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023320 · 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: 42,297

Underlying: Common Stock · 42,297 shares

Expires not disclosed

F3 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F3 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F3 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:00 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
GrantStock Option (right to buy) · Derivative 185,644 $0.00 Strike: $88.66 $0.00
Disclosure

SEC source: 0000950170-25-023320 · 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: 185,644

Underlying: Common Stock · 185,644 shares

Expires 2035-02-14

F2 · shares: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

F2 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:00 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
GrantStock Option (right to buy) · Derivative 183,960 $0.00 Strike: $81.40 $0.00
Disclosure

SEC source: 0000950170-25-023320 · ownership.xml · derivative · 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: 183,960

Underlying: Common Stock · 183,960 shares

Expires 2031-12-22

F1 · shares: On December 22, 2021, the reporting person was granted a stock option to purchase a target number of 225,000 shares of common stock which vests based on the achievement of certain performance criteria over a 2022-2024 performance period, subject to the reporting persons continued employment through the final determination of the satisfaction of the performance goals. On February 14, 2025, the performance criteria applicable to the option were certified, resulting in vesting of the option as to 183,960 shares.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:00 UTC
Kanwar RahulPresident & COO
GrantRestricted Stock Units · Derivative 33,838 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023319 · ownership.xml · derivative · entry 3

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,838

Underlying: Common Stock · 33,838 shares

Expires not disclosed

F3 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F3 · shares: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F3 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F3 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:00 UTC
Kanwar RahulPresident & COO
GrantStock Option (right to buy) · Derivative 148,515 $0.00 Strike: $88.66 $0.00
Disclosure

SEC source: 0000950170-25-023319 · ownership.xml · derivative · entry 2

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,515

Underlying: Common Stock · 148,515 shares

Expires 2035-02-14

F2 · shares: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

F2 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:00 UTC
Kanwar RahulPresident & COO
GrantStock Option (right to buy) · Derivative 143,080 $0.00 Strike: $81.40 $0.00
Disclosure

SEC source: 0000950170-25-023319 · ownership.xml · derivative · entry 1

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,080

Underlying: Common Stock · 143,080 shares

Expires 2031-12-22

F1 · shares: On December 22, 2021, the reporting person was granted a stock option to purchase a target number of 175,000 shares of common stock which vests based on the achievement of certain performance criteria over a 2022-2024 performance period, subject to the reporting persons continued employment through the final determination of the satisfaction of the performance goals. On February 14, 2025, the performance criteria applicable to the option were certified, resulting investing of the option as to 143,080 shares.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:00 UTC
White Jason DouglasSVP & General Counsel
GrantRestricted Stock Units · Derivative 12,689 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 7

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,689

Underlying: Common Stock · 12,689 shares

Expires not disclosed

F4 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F4 · shares: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F4 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F4 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:00 UTC
White Jason DouglasSVP & General Counsel
GrantStock Option (right to buy) · Derivative 55,694 $0.00 Strike: $88.66 $0.00
Disclosure

SEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 6

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,694

Underlying: Common Stock · 55,694 shares

Expires 2035-02-14

F3 · shares: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

F3 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:00 UTC
White Jason DouglasSVP & General Counsel
GrantStock Option (right to buy) · Derivative 73,584 $0.00 Strike: $81.40 $0.00
Disclosure

SEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 5

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,584

Underlying: Common Stock · 73,584 shares

Expires 2031-12-22

F2 · shares: On December 22, 2021, the reporting person was granted a stock option to purchase a target number of 90,000 shares of common stock which vests based on the achievement of certain performance criteria over a 2022-2024 performance period, subject to the reporting persons continued employment through the final determination of the satisfaction of the performance goals. On February 14, 2025, the performance criteria applicable to the option were certified, resulting in vesting of the option as to 73,584 shares.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:00 UTC GrantRestricted Stock Units · Derivative 11,280 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023317 · ownership.xml · derivative · entry 2

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,280

Underlying: Common Stock · 11,280 shares

Expires not disclosed

F2 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F2 · shares: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F2 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F2 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:00 UTC GrantStock Option (right to buy) · Derivative 49,505 $0.00 Strike: $88.66 $0.00
Disclosure

SEC source: 0000950170-25-023317 · ownership.xml · derivative · entry 1

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,505

Underlying: Common Stock · 49,505 shares

Expires 2035-02-14

F1 · shares: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

F1 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
January 10, 2025 Filed Jan 13, 2025 21:16 UTC
Walton DebraDirector
Exercise / conversionRestricted Stock Units · Derivative 1,672 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-004836 · 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 · 1,672 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 January 10, 2024, together with 23 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on January 10, 2024, together with 23 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on January 10, 2024, together with 23 dividend equivalent rights accrued thereon.

Read SEC document
January 10, 2025 Filed Jan 13, 2025 21:16 UTC
Walton DebraDirector
Exercise / conversionCommon Stock 1,672 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-004836 · ownership.xml · nonDerivative · entry 1

Walton Debra · CIK 0001771962 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,672

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 January 10, 2024, together with 23 dividend equivalent rights accrued thereon.

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

Read SEC document
December 10, 2024 Filed Dec 11, 2024 16:05 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionStock Option (right to buy) · Derivative 132,700 $0.00 Strike: $28.27 $0.00
Disclosure

SEC source: 0000950170-24-135367 · 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: 0

Underlying: Common Stock · 132,700 shares

Expires 2024-12-19

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 19, 2018.

Read SEC document
December 10, 2024 Filed Dec 11, 2024 16:05 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
SaleCommon Stock 132,700 $76.85 $10,197,649.98
Disclosure

SEC source: 0000950170-24-135367 · 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: 31,837,926

F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $76.75 to $76.99. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.

Read SEC document
December 10, 2024 Filed Dec 11, 2024 16:05 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionCommon Stock 132,700 $28.27 $3,750,765.50
Disclosure

SEC source: 0000950170-24-135367 · 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: 31,970,626

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
December 05, 2024 Filed Dec 9, 2024 16:05 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionStock Option (right to buy) · Derivative 247,300 $0.00 Strike: $28.27 $0.00
Disclosure

SEC source: 0000950170-24-134504 · 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: 132,700

Underlying: Common Stock · 380,000 shares

Expires 2024-12-19

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 19, 2018.

Read SEC document
December 05, 2024 Filed Dec 9, 2024 16:05 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
SaleCommon Stock 247,300 $76.61 $18,944,564.88
Disclosure

SEC source: 0000950170-24-134504 · 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: 31,837,926

F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $76.50 to $76.80. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.

Read SEC document
December 05, 2024 Filed Dec 9, 2024 16:05 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
Exercise / conversionCommon Stock 247,300 $28.27 $6,989,934.50
Disclosure

SEC source: 0000950170-24-134504 · 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: 32,085,226

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
November 26, 2024 Filed Nov 27, 2024 16:51 UTC
STONE WILLIAM CDirector · Chairman of the Board & CEO · 10% owner
GiftCommon Stock 116,660 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-131581 · 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: 31,837,926

Read SEC document
November 26, 2024 Filed Nov 27, 2024 21:15 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionStock Option (right to buy) · Derivative 40,000 $0.00 Strike: $44.61 $0.00
Disclosure

SEC source: 0000950170-24-131495 · 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 · 40,000 shares

Expires 2028-12-18

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.

F3 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 18, 2022.

Read SEC document
November 26, 2024 Filed Nov 27, 2024 21:15 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionStock Option (right to buy) · Derivative 29,000 $0.00 Strike: $50.01 $0.00
Disclosure

SEC source: 0000950170-24-131495 · ownership.xml · derivative · entry 5

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,000

Underlying: Common Stock · 85,000 shares

Expires 2028-04-24

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 April 24, 2022.

Read SEC document
November 26, 2024 Filed Nov 27, 2024 21:15 UTC
White Jason DouglasSVP & General Counsel
SaleCommon Sock 40,000 $77.07 $3,082,964.00
Disclosure

SEC source: 0000950170-24-131495 · ownership.xml · nonDerivative · entry 4

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,412

F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $76.8450 to $77.2300. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, 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 26, 2024 Filed Nov 27, 2024 21:15 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionCommon Stock 40,000 $44.61 $1,784,400.00
Disclosure

SEC source: 0000950170-24-131495 · ownership.xml · nonDerivative · entry 3

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,412

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
November 26, 2024 Filed Nov 27, 2024 21:15 UTC
White Jason DouglasSVP & General Counsel
SaleCommon Stock 29,000 $77.07 $2,235,148.90
Disclosure

SEC source: 0000950170-24-131495 · ownership.xml · nonDerivative · entry 2

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,412

F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $76.8450 to $77.2300. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, 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 26, 2024 Filed Nov 27, 2024 21:15 UTC
White Jason DouglasSVP & General Counsel
Exercise / conversionCommon Stock 29,000 $50.01 $1,450,290.00
Disclosure

SEC source: 0000950170-24-131495 · ownership.xml · nonDerivative · entry 1

White Jason Douglas · CIK 0001882795 · SVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,412

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.

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September 20, 2024 Filed Sep 24, 2024 23:03 UTC SaleCommon Stock 19,000 $75.97 $1,443,437.60
Disclosure

SEC source: 0000950170-24-109162 · ownership.xml · nonDerivative · entry 1

ZAMKOW MICHAEL JAY · CIK 0001611681 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,576

F3 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $75.78 to $76.015. 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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September 16, 2024 Filed Sep 18, 2024 01:07 UTC Exercise / conversionStock Option (right to buy) · Derivative 180,000 $0.00 Strike: $28.27 $0.00
Disclosure

SEC source: 0000950170-24-107565 · 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 · 180,000 shares

Expires 2024-12-19

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 19, 2018.

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September 16, 2024 Filed Sep 18, 2024 01:07 UTC SaleCommon Stock 130,000 $75.38 $9,798,828.00
Disclosure

SEC source: 0000950170-24-107565 · ownership.xml · nonDerivative · entry 2

BOULANGER NORMAND A · CIK 0001194386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 333,576

F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $75.00 to $75.65. 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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September 16, 2024 Filed Sep 18, 2024 01:07 UTC Exercise / conversionCommon Stock 180,000 $28.27 $5,087,700.00
Disclosure

SEC source: 0000950170-24-107565 · ownership.xml · nonDerivative · entry 1

BOULANGER NORMAND A · CIK 0001194386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 463,576

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.

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August 21, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
Exercise / conversionStock Option (right to buy) · Derivative 150,000 $0.00 Strike: $29.25 $0.00
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · derivative · entry 12

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 150,000 shares

Expires 2026-12-21

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.

F5 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 21, 2020.

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August 21, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
Exercise / conversionStock Option (right to buy) · Derivative 190,000 $0.00 Strike: $33.89 $0.00
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · derivative · entry 11

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 190,000 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.

F4 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 22, 2019.

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August 21, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
Exercise / conversionStock Option (right to buy) · Derivative 72,190 $0.00 Strike: $28.27 $0.00
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · derivative · entry 10

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 72,190 shares

Expires 2024-12-19

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.

F3 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 19, 2018.

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August 21, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
SaleCommon Stock 150,000 $73.13 $10,969,470.00
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 8

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,642

F2 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $72.8350 to $73.3800. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, 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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August 21, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
GrantCommon Stock 150,000 $29.25 $4,387,500.00
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 7

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,642

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August 21, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
SaleCommon Stock 190,000 $73.13 $13,894,662.00
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 6

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,642

F2 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $72.8350 to $73.3800. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, 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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August 21, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
Exercise / conversionCommon Stock 190,000 $33.89 $6,439,100.00
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 5

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 247,642

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.

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August 21, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
SaleCommon Stock 72,190 $73.13 $5,279,240.26
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 4

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,642

F2 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $72.8350 to $73.3800. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, 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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August 21, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
Exercise / conversionCommon Stock 72,190 $28.27 $2,040,450.35
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 3

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,832

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 20, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
Exercise / conversionStock Option (right to buy) · Derivative 87,810 $0.00 Strike: $28.27 $0.00
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · derivative · entry 9

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,190

Underlying: Common Stock · 87,810 shares

Expires 2024-12-19

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.

F3 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 19, 2018.

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August 20, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
SaleCommon Stock 87,810 $72.86 $6,397,845.38
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 2

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,642

F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $72.80 to $73.1550. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, 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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August 20, 2024 Filed Aug 22, 2024 22:14 UTC
Kanwar RahulPresident & COO
Exercise / conversionCommon Stock 87,810 $28.27 $2,481,949.65
Disclosure

SEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 1

Kanwar Rahul · CIK 0001571080 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,452

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.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 22:53 UTC Exercise / conversionRestricted Stock Units · Derivative 39,114 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-098744 · ownership.xml · derivative · entry 3

Schell Brian N · CIK 0001537240 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,983

Underlying: Common Stock · 39,114 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 623 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 623 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.