person · Reporting owner

VELLI JOSEPH M

Disclosed activity across 3 companies

Tapewire entity: 19171
SEC CIK: 0001209494

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSH · Entity 473	Director	August 25, 2026	August 27, 2026
PAYCHEX INCPAYX · Entity 249	Director	May 08, 2026	May 12, 2026

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.

COGNIZANT TECHNOLOGY SOLUTIONS CORP

Report date August 25, 2026 · Filed August 27, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	4,192.8273	Reported balance After 2026-08-25 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2026-08-25 · Grant · Acquired 21.8273 · Balance 4,192.8273 F1: Reflects restricted stock units received pursuant to dividend equivalent rights accrued on previously outstanding restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Company. F2: The restricted stock units will vest fully on June 2, 2027.

Filing footnotes · ownership attribution and instrument terms

F1: Reflects restricted stock units received pursuant to dividend equivalent rights accrued on previously outstanding restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Company.

F2: The restricted stock units will vest fully on June 2, 2027.

PAYCHEX INC

Report date May 08, 2026 · Filed May 12, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	89,564	Reported balance After 2026-05-08 transaction · row 1 1 source row Row 1 · 2026-05-08 · Exercise / conversion · Acquired 10,220 · Balance 89,564 F1: Exercise of stock options approaching 10-year expiration date.
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $60.59 · Expires 2026-07-06	Direct	0	Reported balance After 2026-05-08 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2026-05-08 · Exercise / conversion · Disposed 10,220 · Balance 0
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $57.20 · Expires 2027-07-12	Direct	9,615	Reported balance Holding disclosure · report date 2026-05-08 · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · Balance 9,615
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $70.37 · Expires 2028-07-11	Direct	8,641	Reported balance Holding disclosure · report date 2026-05-08 · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · Balance 8,641
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $85.33 · Expires 2029-07-10	Direct	7,929	Reported balance Holding disclosure · report date 2026-05-08 · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · Balance 7,929
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14	Direct	5,793	Reported balance Holding disclosure · report date 2026-05-08 · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · Balance 5,793
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14	Direct	5,075	Reported balance Holding disclosure · report date 2026-05-08 · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · Balance 5,075
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14	Direct	3,027	Reported balance Holding disclosure · report date 2026-05-08 · row 8 Instrument identity requires review; Table II rows are not merged. 1 source row Row 8 · Balance 3,027
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14	Direct	3,382	Reported balance Holding disclosure · report date 2026-05-08 · row 9 Instrument identity requires review; Table II rows are not merged. 1 source row Row 9 · Balance 3,382
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14	Direct	3,351	Reported balance Holding disclosure · report date 2026-05-08 · row 10 Instrument identity requires review; Table II rows are not merged. 1 source row Row 10 · Balance 3,351
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14	Direct	670	Reported balance Holding disclosure · report date 2026-05-08 · row 11 Instrument identity requires review; Table II rows are not merged. 1 source row Row 11 · Balance 670
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.52 · Expires 2035-10-14	Direct	3,061	Reported balance Holding disclosure · report date 2026-05-08 · row 12 Instrument identity requires review; Table II rows are not merged. 1 source row Row 12 · Balance 3,061

Filing footnotes · ownership attribution and instrument terms

F1: Exercise of stock options approaching 10-year expiration date.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

AssetMark Financial Holdings, Inc.

Report date September 05, 2024 · Filed September 06, 2024

Section 16 reporting ended · disclosed 2024-09-06. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2024-09-05 transaction · row 1 1 source row Row 1 · 2024-09-05 · Disposition to issuer · Disposed 20,616 · Balance 0 F1: Represents shares disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of April 25, 2024, by and among AssetMark Financial Holdings, Inc., GTCR Everest Borrower, LLC and GTCR Everest Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of common stock held by the reporting person was converted automatically into the right to receive $35.25 per share in cash (the "Merger Consideration").

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of April 25, 2024, by and among AssetMark Financial Holdings, Inc., GTCR Everest Borrower, LLC and GTCR Everest Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of common stock held by the reporting person was converted automatically into the right to receive $35.25 per share in cash (the "Merger Consideration").

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
April 20, 2017 Filed Apr 21, 2017 14:41 UTC	PAYCHEX INC PAYX · Entity 249	Exercise / conversionCommon Stock	9,000	$43.91	$395,190.00	Disclosure SEC source: 0001209191-17-027789 · doc4.xml · nonDerivative · entry 1 VELLI JOSEPH M · CIK 0001209494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,624 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 · shares: Exercise of stock options approaching 10-year expiration date. 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.