Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Consensus Cloud Solutions, Inc.CCSI · Entity 5267 | Chief Accounting Officer | June 29, 2026 | July 01, 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.
Consensus Cloud Solutions, Inc.
Report date June 29, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,365 |
Ending reported balance
After 2026-06-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-29 · Exercise / conversion · Acquired 900 · Balance 41,701 Row 2 · 2026-06-29 · Tax withholding · Disposed 336 · Balance 41,365 F1: Payment for a tax liability by withholding securities incident to vesting of a certain Performance Stock Unit. |
| Performance Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-06-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-29 · Exercise / conversion · Disposed 900 · Balance 0 F2: This vesting event signifies the achievement of the fourth of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $33.39 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment for a tax liability by withholding securities incident to vesting of a certain Performance Stock Unit.
F2: This vesting event signifies the achievement of the fourth of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $33.39 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock.
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 29, 2026 Filed Jul 1, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-008047 · marketforms-73510.xml · derivative · entry 3 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock $0.01 Par Value · 900 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_date: This vesting event signifies the achievement of the fourth of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $33.39 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. F2 · derivative.expiration_date: This vesting event signifies the achievement of the fourth of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $33.39 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| June 29, 2026 Filed Jul 1, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 336 | $38.26 | $12,855.36 |
DisclosureSEC source: 0001214659-26-008047 · marketforms-73510.xml · nonDerivative · entry 2 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,365 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Performance Stock Unit. Read SEC document |
| June 29, 2026 Filed Jul 1, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-008047 · marketforms-73510.xml · nonDerivative · entry 1 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,701 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 |
| June 25, 2026 Filed Jun 29, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 1,622 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007839 · marketforms-73479.xml · derivative · entry 5 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock $0.01 Par Value · 1,622 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. F3 · derivative.exercise_date: This vesting event signifies the achievement of the fourth of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $30.44 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. F3 · derivative.expiration_date: This vesting event signifies the achievement of the fourth of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $30.44 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007839 · marketforms-73479.xml · derivative · entry 4 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock $0.01 Par Value · 900 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_date: This vesting event signifies the achievement of the third of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $31.06 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. F2 · derivative.expiration_date: This vesting event signifies the achievement of the third of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $31.06 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 941 | $35.03 | $32,963.23 |
DisclosureSEC source: 0001214659-26-007839 · marketforms-73479.xml · nonDerivative · entry 3 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,801 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Performance Stock Unit. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionCommon Stock | 1,622 | $35.03 | $56,818.66 |
DisclosureSEC source: 0001214659-26-007839 · marketforms-73479.xml · nonDerivative · entry 2 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,742 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 |
| June 25, 2026 Filed Jun 29, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007839 · marketforms-73479.xml · nonDerivative · entry 1 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,120 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 |
| June 17, 2026 Filed Jun 18, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 1,622 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007569 · marketforms-73423.xml · derivative · entry 6 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,622 Underlying: Common Stock $0.01 Par Value · 6,365 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. F4 · derivative.exercise_date: This vesting event signifies the achievement of the third of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $28.99 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. F4 · derivative.expiration_date: This vesting event signifies the achievement of the third of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $28.99 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 605 | $34.19 | $20,684.95 |
DisclosureSEC source: 0001214659-26-007569 · marketforms-73423.xml · nonDerivative · entry 4 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,220 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Performance Stock Unit. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionCommon Stock | 1,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007569 · marketforms-73423.xml · nonDerivative · entry 3 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,825 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 |
| June 16, 2026 Filed Jun 18, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007569 · marketforms-73423.xml · derivative · entry 5 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock $0.01 Par Value · 3,500 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. F3 · derivative.exercise_date: This vesting event signifies the achievement of the second of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $28.89 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. F3 · derivative.expiration_date: This vesting event signifies the achievement of the second of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $28.89 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 336 | $34.72 | $11,665.92 |
DisclosureSEC source: 0001214659-26-007569 · marketforms-73423.xml · nonDerivative · entry 2 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,203 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Performance Stock Unit. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007569 · marketforms-73423.xml · nonDerivative · entry 1 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,539 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 · balance_after: Includes 657 shares acquired under the ESPP Purchase on May 15, 2026. Read SEC document |
| June 07, 2026 Filed Jun 9, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 190 | $33.50 | $6,365.00 |
DisclosureSEC source: 0001214659-26-007279 · marketforms-73374.xml · nonDerivative · entry 2 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,982 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit. Read SEC document |
| June 06, 2026 Filed Jun 9, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 343 | $33.50 | $11,490.50 |
DisclosureSEC source: 0001214659-26-007279 · marketforms-73374.xml · nonDerivative · entry 1 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,172 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit. Read SEC document |
| May 10, 2026 Filed May 12, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 87 | $34.00 | $2,958.00 |
DisclosureSEC source: 0001214659-26-006003 · marketforms-73153.xml · nonDerivative · entry 1 Krulich Karel · CIK 0002118237 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,515 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit. 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.