Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SS&C Technologies Holdings IncSSNC · Entity 3276 | SVP, Chief Legal Officer | June 18, 2021 | June 22, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SS&C Technologies Holdings Inc
Report date June 18, 2021 · Filed June 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,110.8202 |
Reported balance
After 2021-06-18 transaction · row 1
1 source rowRow 1 · 2021-06-18 · Purchase · Acquired 2.443 · Balance 1,110.8202 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 28, 2018 Filed Sep 20, 2018 23:44 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 4,763 | $51.87 | $247,056.81 |
DisclosureSEC source: 0001209191-18-051843 · doc4.xml · nonDerivative · entry 1 Frank Joseph J. · CIK 0001734126 · SVP,Global Head of M&A and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,160 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 22:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantCommon Stock | 24,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-18-003333 · dp88125_4-frank.xml · nonDerivative · entry 1 Frank Joseph J. · CIK 0001734126 · Chief Legal Officer and GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,923 F1 · price: On March 9, 2018, the reporting person was granted 24,923 restricted stock units, with 50% vesting on the date of grant and 1/36th of the remaining number of unvested restricted stock units vesting each month thereafter until fully-vested. Upon vesting, the reporting person will receive a number of shares of Common Stock equal to the number of restricted stock units that have vested. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.