Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SS&C Technologies Holdings IncSSNC · Entity 3276 | Director | May 20, 2026 | May 22, 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.
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 | 89,004 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Exercise / conversion · Acquired 2,580 · Balance 89,004 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. 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. |
| 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. |
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.
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.
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 20, 2026 Filed May 22, 2026 20:39 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237068 · ownership.xml · derivative · entry 3 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,200 Underlying: Common Stock · 3,200 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · shares: 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. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:39 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 2,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237068 · ownership.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,580 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_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:39 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 2,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-237068 · ownership.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,004 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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 27, 2026 Filed Mar 30, 2026 21:33 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $30.45 | $0.00 |
DisclosureSEC source: 0001193125-26-131950 · ownership.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2026-05-25 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| March 27, 2026 Filed Mar 30, 2026 21:33 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 6,000 | $30.45 | $182,670.00 |
DisclosureSEC source: 0001193125-26-131950 · ownership.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,424 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 |
| May 21, 2025 Filed May 23, 2025 20:10 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 2,547 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-076921 · ownership.xml · derivative · entry 3 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,547 Underlying: Common Stock · 2,547 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · shares: 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 2026. F3 · derivative.exercise_date: 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 2026. F3 · derivative.expiration_date: 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 2026. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:10 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 3,348 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-076921 · ownership.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,348 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_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon. F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon. F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon. F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon. F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:10 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 3,348 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-076921 · ownership.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,424 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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon. F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $30.19 | $0.00 |
DisclosureSEC source: 0000950170-25-044361 · ownership.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2025-05-28 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 6,000 | $30.19 | $181,140.00 |
DisclosureSEC source: 0000950170-25-044361 · ownership.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,076 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 |
| May 29, 2024 Filed May 31, 2024 20:58 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 3,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067419 · ownership.xml · derivative · entry 3 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,304 Underlying: Common Stock · 3,304 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · shares: 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 2025. F3 · derivative.exercise_date: 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 2025. F3 · derivative.expiration_date: 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 2025. Read SEC document |
| May 29, 2024 Filed May 31, 2024 20:58 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 3,576 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067419 · ownership.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,576 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_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon. F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon. F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon. F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon. F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon. Read SEC document |
| May 29, 2024 Filed May 31, 2024 20:58 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 3,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-067419 · ownership.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,076 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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon. F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 4,495 | $0.00 Strike: $21.39 | $0.00 |
DisclosureSEC source: 0000950170-24-030750 · ownership.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,495 shares Expires 2024-05-29 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 4,495 | $21.39 | $96,125.58 |
DisclosureSEC source: 0000950170-24-030750 · ownership.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 67,500 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 02, 2023 Filed Jun 5, 2023 21:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 3,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034430 · doc4.xml · derivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,533 Underlying: Common Stock · 3,533 shares Expires not disclosed F1 · derivative.exercise_price: 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 2024. F1 · shares: 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 2024. F1 · derivative.exercise_date: 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 2024. F1 · derivative.expiration_date: 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 2024. Read SEC document |
| March 06, 2023 Filed Mar 20, 2023 22:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 1,505 | $0.00 Strike: $21.39 | $0.00 |
DisclosureSEC source: 0001209191-23-020106 · doc4.xml · derivative · entry 4 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,495 Underlying: Common Stock · 1,505 shares Expires 2024-05-29 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| March 06, 2023 Filed Mar 20, 2023 22:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 3,495 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001209191-23-020106 · doc4.xml · derivative · entry 3 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,495 shares Expires 2023-05-29 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| March 06, 2023 Filed Mar 20, 2023 22:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 1,505 | $21.39 | $32,184.43 |
DisclosureSEC source: 0001209191-23-020106 · doc4.xml · nonDerivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,005 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 |
| March 06, 2023 Filed Mar 20, 2023 22:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 3,495 | $15.84 | $55,343.33 |
DisclosureSEC source: 0001209191-23-020106 · doc4.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,500 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 |
| September 15, 2022 Filed Sep 15, 2022 21:37 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 2,505 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001209191-22-050135 · doc4.xml · derivative · entry 4 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,495 Underlying: Common Stock · 2,505 shares Expires 2023-05-29 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| September 15, 2022 Filed Sep 15, 2022 21:37 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 1,420 | $0.00 Strike: $11.55 | $0.00 |
DisclosureSEC source: 0001209191-22-050135 · doc4.xml · derivative · entry 3 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,420 shares Expires 2022-11-28 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| September 15, 2022 Filed Sep 15, 2022 21:37 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 2,505 | $15.84 | $39,666.68 |
DisclosureSEC source: 0001209191-22-050135 · doc4.xml · nonDerivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,005 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 |
| September 15, 2022 Filed Sep 15, 2022 21:37 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 1,420 | $11.55 | $16,393.90 |
DisclosureSEC source: 0001209191-22-050135 · doc4.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,500 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 |
| May 11, 2022 Filed May 12, 2022 23:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001209191-22-028648 · doc4.xml · derivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2032-05-11 F1 · derivative.exercise_date: The option is fully vested as of the date of grant. Read SEC document |
| May 19, 2021 Filed May 20, 2021 23:55 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $73.49 | $0.00 |
DisclosureSEC source: 0001209191-21-034672 · doc4.xml · derivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2031-05-19 F1 · derivative.exercise_date: The option is fully vested as of the date of grant. Read SEC document |
| May 20, 2020 Filed May 21, 2020 21:27 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $56.74 | $0.00 |
DisclosureSEC source: 0001209191-20-031397 · doc4.xml · derivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2030-05-20 F1 · derivative.exercise_date: The option is fully vested as of the date of grant. Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 22:53 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 4,580 | $0.00 Strike: $11.55 | $0.00 |
DisclosureSEC source: 0001209191-20-021009 · doc4.xml · derivative · entry 4 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420 Underlying: Common Stock · 4,580 shares Expires 2022-11-28 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 22:53 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $9.87 | $0.00 |
DisclosureSEC source: 0001209191-20-021009 · doc4.xml · derivative · entry 3 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2021-03-03 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 22:53 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 4,580 | $11.55 | $52,876.10 |
DisclosureSEC source: 0001209191-20-021009 · doc4.xml · nonDerivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,080 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 |
| March 23, 2020 Filed Mar 24, 2020 22:53 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 2,500 | $9.87 | $24,675.00 |
DisclosureSEC source: 0001209191-20-021009 · doc4.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,500 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 |
| March 10, 2020 Filed Mar 11, 2020 23:25 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $9.87 | $0.00 |
DisclosureSEC source: 0001209191-20-018276 · doc4.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 10,000 shares Expires 2021-03-03 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 23:25 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 10,000 | $9.87 | $98,700.00 |
DisclosureSEC source: 0001209191-20-018276 · doc4.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 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 · price: The stock option was fully vested as of the date of the grant. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 23:17 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $9.87 | $0.00 |
DisclosureSEC source: 0001209191-20-013184 · doc4.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 5,000 shares Expires 2021-03-03 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 23:17 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 5,000 | $9.87 | $49,350.00 |
DisclosureSEC source: 0001209191-20-013184 · doc4.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,000 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 · price: The stock option was fully vested as of the date of the grant. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:36 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: 0001209191-19-030538 · doc4.xml · derivative · entry 1 Varsano David · CIK 0001514904 · 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 option is fully vested as of the date of grant. Read SEC document |
| May 13, 2019 Filed May 15, 2019 21:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $9.87 | $0.00 |
DisclosureSEC source: 0001209191-19-030111 · doc4.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 15,000 shares Expires 2021-03-03 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| May 13, 2019 Filed May 15, 2019 21:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 15,000 | $9.87 | $148,050.00 |
DisclosureSEC source: 0001209191-19-030111 · doc4.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,000 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 · price: The stock option was fully vested as of the date of the grant. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 22:57 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $9.87 | $0.00 |
DisclosureSEC source: 0001209191-18-059511 · doc4.xml · derivative · entry 2 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 Underlying: Common Stock · 10,000 shares Expires 2021-03-03 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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 22:57 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 10,000 | $9.87 | $98,700.00 |
DisclosureSEC source: 0001209191-18-059511 · doc4.xml · nonDerivative · entry 1 Varsano David · CIK 0001514904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000 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 |
| May 16, 2018 Filed May 17, 2018 22:23 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: 0001209191-18-031150 · doc4.xml · derivative · entry 1 Varsano David · CIK 0001514904 · 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 option is fully vested as of the date of grant. Read SEC document |
| May 17, 2017 Filed May 18, 2017 18:52 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: 0001209191-17-033550 · doc4.xml · derivative · entry 1 Varsano David · CIK 0001514904 · 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 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.