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person · Reporting owner

Conjeevaram Smita

Disclosed activity across 4 companies

Tapewire entity
37011
SEC CIK
0001656600

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
MCGRATH RENTCORPMGRC · Entity 4295DirectorFebruary 27, 2026March 04, 2026
SKYWEST INCSKYW · Entity 4111DirectorMay 05, 2026May 07, 2026
SS&C Technologies Holdings IncSSNC · Entity 3276DirectorMay 20, 2026May 22, 2026
WisdomTree, Inc.WT · Entity 4093DirectorJune 17, 2026June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect7,800 Reported balance After 2026-02-27 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect15,750 Reported balance After 2026-05-05 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect15,504 Reported balance After 2026-05-20 transaction · row 1
1 source row

Row 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 securityDirect0 Reported balance After 2026-05-20 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect3,200 Reported balance After 2026-05-20 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect82,877 Reported balance After 2026-06-17 transaction · row 1
1 source row

Row 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

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.