Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Consensus Cloud Solutions, Inc.CCSI · Entity 5267 | Chief Financial 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 | 43,590 |
Ending reported balance
After 2026-06-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-29 · Exercise / conversion · Acquired 1,250 · Balance 44,113 Row 2 · 2026-06-29 · Tax withholding · Disposed 523 · Balance 43,590 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 1,250 · 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 | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-008048 · marketforms-73511.xml · derivative · entry 3 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock $0.01 Par Value · 1,250 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 | 523 | $38.26 | $20,009.98 |
DisclosureSEC source: 0001214659-26-008048 · marketforms-73511.xml · nonDerivative · entry 2 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,590 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 | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-008048 · marketforms-73511.xml · nonDerivative · entry 1 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,113 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: 0001214659-26-007838 · marketforms-73480.xml · derivative · entry 5 Varon Adam · CIK 0002123574 · Chief Financial 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 | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007838 · marketforms-73480.xml · derivative · entry 4 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock $0.01 Par Value · 1,250 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 | 1,201 | $35.03 | $42,071.03 |
DisclosureSEC source: 0001214659-26-007838 · marketforms-73480.xml · nonDerivative · entry 3 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,863 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: 0001214659-26-007838 · marketforms-73480.xml · nonDerivative · entry 2 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,064 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 | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007838 · marketforms-73480.xml · nonDerivative · entry 1 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,442 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: 0001214659-26-007568 · marketforms-73424.xml · derivative · entry 6 Varon Adam · CIK 0002123574 · Chief Financial 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. F3 · 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. F3 · 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 | 678 | $34.19 | $23,180.82 |
DisclosureSEC source: 0001214659-26-007568 · marketforms-73424.xml · nonDerivative · entry 4 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,192 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: 0001214659-26-007568 · marketforms-73424.xml · nonDerivative · entry 3 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,870 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 | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007568 · marketforms-73424.xml · derivative · entry 5 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 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. F2 · 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. F2 · 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 | 523 | $34.72 | $18,158.56 |
DisclosureSEC source: 0001214659-26-007568 · marketforms-73424.xml · nonDerivative · entry 2 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,248 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 | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-007568 · marketforms-73424.xml · nonDerivative · entry 1 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,771 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 07, 2026 Filed Jun 9, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 180 | $33.50 | $6,030.00 |
DisclosureSEC source: 0001214659-26-007277 · marketforms-73375.xml · nonDerivative · entry 2 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,521 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 | 233 | $33.50 | $7,805.50 |
DisclosureSEC source: 0001214659-26-007277 · marketforms-73375.xml · nonDerivative · entry 1 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,701 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit. Read SEC document |
| May 12, 2026 Filed May 14, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 118 | $29.33 | $3,460.94 |
DisclosureSEC source: 0001214659-26-006208 · marketforms-73171.xml · nonDerivative · entry 1 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,934 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 | 60 | $34.00 | $2,040.00 |
DisclosureSEC source: 0001214659-26-006005 · marketforms-73152.xml · nonDerivative · entry 1 Varon Adam · CIK 0002123574 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,052 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.