Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCGRATH RENTCORPMGRC · Entity 4295 | Director | February 27, 2026 | March 04, 2026 |
| SKYWEST INCSKYW · Entity 4111 | Director | May 05, 2026 | May 07, 2026 |
| SS&C Technologies Holdings IncSSNC · Entity 3276 | Director | May 20, 2026 | May 22, 2026 |
| WisdomTree, Inc.WT · Entity 4093 | Director | June 17, 2026 | June 18, 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.
MCGRATH RENTCORP
Report date February 27, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,800 |
Reported balance
After 2026-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 1,300 · Balance 7,800 F1: Represents restricted stock units ("RSUs"). F2: The RSUs were acquired under the 2016 Stock Incentive Plan. The restricted stock units vest 100% on April 1, 2027. Each restricted stock unit represents a right to receive one share of stock or an amount equal to the fair market value of the common stock underlying the unit on the vesting date. F3: Represents 6,500 shares outstanding and 1,300 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs").
F2: The RSUs were acquired under the 2016 Stock Incentive Plan. The restricted stock units vest 100% on April 1, 2027. Each restricted stock unit represents a right to receive one share of stock or an amount equal to the fair market value of the common stock underlying the unit on the vesting date.
F3: Represents 6,500 shares outstanding and 1,300 unvested RSUs.
SKYWEST INC
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,750 |
Reported balance
After 2026-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 1,219 · Balance 15,750 F1: Deferred stock units issued pursuant to the SkyWest, Inc. Long-Term Incentive Plan and the SkyWest, Inc. Deferred Compensation Plan for Non-Employee Directors, which were vested in full upon issuance. F2: Includes 5,106 of vested deferred stock units. Each deferred stock unit represents a contingent right to receive one share of common stock, and is payable upon the earliest to occur of Ms. Conjeevaram's separation from service, death or disability, or a change in control. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units issued pursuant to the SkyWest, Inc. Long-Term Incentive Plan and the SkyWest, Inc. Deferred Compensation Plan for Non-Employee Directors, which were vested in full upon issuance.
F2: Includes 5,106 of vested deferred stock units. Each deferred stock unit represents a contingent right to receive one share of common stock, and is payable upon the earliest to occur of Ms. Conjeevaram's separation from service, death or disability, or a change in control.
SS&C Technologies Holdings Inc
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,504 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Exercise / conversion · Acquired 2,580 · Balance 15,504 F1: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. The Reporting Person has elected to defer settlement of the shares underlying the RSUs and related dividend equivalents until June 1, 2028. F2: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-20 · Exercise / conversion · Disposed 2,580 · Balance 0 F2: Restricted stock units convert into common stock on a one-for-one basis. F1: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. The Reporting Person has elected to defer settlement of the shares underlying the RSUs and related dividend equivalents until June 1, 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,200 |
Reported balance
After 2026-05-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-20 · Grant · Acquired 3,200 · Balance 3,200 F2: Restricted stock units convert into common stock on a one-for-one basis. F3: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027. The Reporting Person has elected to defer settlement of the shares underlying the restricted stock units and related dividend equivalents until June 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. The Reporting Person has elected to defer settlement of the shares underlying the RSUs and related dividend equivalents until June 1, 2028.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027. The Reporting Person has elected to defer settlement of the shares underlying the restricted stock units and related dividend equivalents until June 1, 2029.
WisdomTree, Inc.
Report date June 17, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,877 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 5,509 · Balance 82,877 F1: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of her annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2027, and is payable on a one-for-one basis (one share of common stock for each RSU) upon the earliest of (i) June 30, 2027, (ii) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (Code)) and (iii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of her annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2027, and is payable on a one-for-one basis (one share of common stock for each RSU) upon the earliest of (i) June 30, 2027, (ii) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (Code)) and (iii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A).
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 |
|---|---|---|---|---|---|---|
| May 15, 2019 Filed May 16, 2019 21:32 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $58.71 | $0.00 |
DisclosureSEC source: 0001209191-19-030524 · doc4.xml · derivative · entry 1 Conjeevaram Smita · CIK 0001656600 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2029-05-15 F1 · derivative.exercise_date: The stock option is fully vested as of the date of grant. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 23:57 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 3,000 | $48.52 | $145,554.00 |
DisclosureSEC source: 0001209191-18-058631 · doc4.xml · nonDerivative · entry 1 Conjeevaram Smita · CIK 0001656600 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · price: The price reported is the weighted average of the shares purchased. The shares were purchased at varying prices in the range of $48.5150 to $48.5297. 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 purchased at each separate price. Read SEC document |
| May 16, 2018 Filed May 17, 2018 22:20 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $49.17 | $0.00 |
DisclosureSEC source: 0001209191-18-031144 · doc4.xml · derivative · entry 1 Conjeevaram Smita · CIK 0001656600 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2028-05-16 F1 · derivative.exercise_date: The stock option is fully vested as of the date of grant. Read SEC document |
| May 17, 2017 Filed May 18, 2017 18:44 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $36.80 | $0.00 |
DisclosureSEC source: 0001209191-17-033544 · doc4.xml · derivative · entry 1 Conjeevaram Smita · CIK 0001656600 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2027-05-17 F1 · derivative.exercise_date: The stock option is fully vested as of the date of grant. 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.