Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chefs' Warehouse, Inc.CHEF · Entity 3938 | Director | May 08, 2026 | May 11, 2026 |
| SS&C Technologies Holdings IncSSNC · Entity 3276 | Director | May 20, 2026 | May 22, 2026 |
| Tradeweb Markets Inc.TW · Entity 3211 | Director | April 04, 2019 | April 04, 2019 |
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.
Chefs' Warehouse, Inc.
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,092 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 1,652 · Balance 8,092 F1: The Reporting Person was granted 1,652 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2027 annual stockholders' meeting or the one-year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted 1,652 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2027 annual stockholders' meeting or the one-year anniversary of the date of grant.
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 | 7,600 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Exercise / conversion · Acquired 2,580 · Balance 7,600 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.
Tradeweb Markets Inc.
Report date April 04, 2019 · Filed April 04, 2019
This filing explicitly reported no securities owned.
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 20:40 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237071 · ownership.xml · derivative · entry 3 Walton Debra · CIK 0001771962 · 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 20:40 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 2,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237071 · ownership.xml · derivative · entry 2 Walton Debra · CIK 0001771962 · 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 20:40 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 2,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-237071 · ownership.xml · nonDerivative · entry 1 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,600 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 |
| May 08, 2026 Filed May 11, 2026 22:37 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 1,652 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-26-000516 · ownership.xml · nonDerivative · entry 1 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,092 F1 · kind: The Reporting Person was granted 1,652 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2027 annual stockholders' meeting or the one-year anniversary of the date of grant. 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: 0000950170-25-076919 · ownership.xml · derivative · entry 3 Walton Debra · CIK 0001771962 · 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: 0000950170-25-076919 · ownership.xml · derivative · entry 2 Walton Debra · CIK 0001771962 · 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: 0000950170-25-076919 · ownership.xml · nonDerivative · entry 1 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,020 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. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 09, 2025 Filed May 13, 2025 00:09 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 2,184 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-25-000496 · ownership.xml · nonDerivative · entry 1 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,440 F1 · kind: The Reporting Person was granted 2,184 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2026 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| January 10, 2025 Filed Jan 13, 2025 21:16 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-004836 · ownership.xml · derivative · entry 2 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,672 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 January 10, 2024, together with 23 dividend equivalent rights accrued thereon. F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on January 10, 2024, together with 23 dividend equivalent rights accrued thereon. F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on January 10, 2024, together with 23 dividend equivalent rights accrued thereon. Read SEC document |
| January 10, 2025 Filed Jan 13, 2025 21:16 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 1,672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-004836 · ownership.xml · nonDerivative · entry 1 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,672 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 January 10, 2024, together with 23 dividend equivalent rights accrued thereon. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 29, 2024 Filed May 31, 2024 21:01 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 3,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067426 · ownership.xml · derivative · entry 1 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,304 Underlying: Common Stock · 3,304 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · 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. F2 · 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. F2 · 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 10, 2024 Filed May 22, 2024 00:55 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,506 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-24-000515 · ownership.xml · nonDerivative · entry 1 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,256 F1 · kind: The Reporting Person was granted 3,506 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2025 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:39 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-24-000166 · ownership.xml · nonDerivative · entry 1 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750 F1 · kind: The Reporting Person was granted 750 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2024 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| January 10, 2024 Filed Jan 12, 2024 23:56 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001580 · doc4.xml · derivative · entry 1 Walton Debra · CIK 0001771962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,649 Underlying: Common Stock · 1,649 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units vest 100% on the first anniversary of the grant date, provided that the Reporting Person remains in continuous service with the Issuer through the applicable vesting date. F1 · shares: The Restricted Stock Units vest 100% on the first anniversary of the grant date, provided that the Reporting Person remains in continuous service with the Issuer through the applicable vesting date. F1 · derivative.exercise_date: The Restricted Stock Units vest 100% on the first anniversary of the grant date, provided that the Reporting Person remains in continuous service with the Issuer through the applicable vesting date. F1 · derivative.expiration_date: The Restricted Stock Units vest 100% on the first anniversary of the grant date, provided that the Reporting Person remains in continuous service with the Issuer through the applicable vesting date. 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.