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 | 18,404 |
Ending reported balance
After 2026-05-22 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-05-20 · Exercise / conversion · Acquired 3,000 · Balance 18,824 Row 2 · 2026-05-20 · Sale · Disposed 3,000 · Balance 15,824 F1: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $66.77 to $66.81. 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 sold at each separate price. Row 3 · 2026-05-20 · Exercise / conversion · Acquired 2,580 · Balance 18,404 F2: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. F3: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2026-05-22 · Exercise / conversion · Acquired 3,000 · Balance 21,404 Row 5 · 2026-05-22 · Sale · Disposed 3,000 · Balance 18,404 F8: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $66.63 to $66.70. 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 sold at each separate price. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.45 · Expires 2026-05-25 | Direct | 3,000 |
Reported balance
After 2026-05-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-05-20 · Exercise / conversion · Disposed 3,000 · Balance 3,000 F6: The stock option was fully vested as of the date of the grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-20 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-05-20 · Exercise / conversion · Disposed 2,580 · Balance 0 F3: Restricted stock units convert into common stock on a one-for-one basis. F2: 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 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-05-20 · Grant · Acquired 3,200 · Balance 3,200 F3: Restricted stock units convert into common stock on a one-for-one basis. F7: 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.45 · Expires 2026-05-25 | Direct | 0 |
Reported balance
After 2026-05-22 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-05-22 · Exercise / conversion · Disposed 3,000 · Balance 0 F6: The stock option was fully vested as of the date of the grant. |
| Common StockSEC Table I · non-derivative | IndirectThrough Family Trusts | 7,900 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 7,900 F4: The reporting person disclaims benefical ownership of such securites except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBrokerage account in the name of adult son | 2,175 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 2,175 F5: The reported securities are held in a brokerage account in the name of the reporting person's adult son. The reporting person disclaims beneficial ownership of such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $66.77 to $66.81. 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 sold at each separate price.
F2: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.
F3: Restricted stock units convert into common stock on a one-for-one basis.
F4: The reporting person disclaims benefical ownership of such securites except to the extent of his pecuniary interest therein.
F5: The reported securities are held in a brokerage account in the name of the reporting person's adult son. The reporting person disclaims beneficial ownership of such securities.
F6: The stock option was fully vested as of the date of the grant.
F7: 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.
F8: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $66.63 to $66.70. 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 sold at each separate price.
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 22, 2026 Filed May 22, 2026 20:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $30.45 | $0.00 |
DisclosureSEC source: 0001193125-26-237074 · ownership.xml · derivative · entry 11 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 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. F6 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| May 22, 2026 Filed May 22, 2026 20:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 3,000 | $66.68 | $200,042.70 |
DisclosureSEC source: 0001193125-26-237074 · ownership.xml · nonDerivative · entry 5 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,404 F8 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $66.63 to $66.70. 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 sold at each separate price. Read SEC document |
| May 22, 2026 Filed May 22, 2026 20:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 3,000 | $30.45 | $91,335.00 |
DisclosureSEC source: 0001193125-26-237074 · ownership.xml · nonDerivative · entry 4 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,404 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 20, 2026 Filed May 22, 2026 20:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237074 · ownership.xml · derivative · entry 10 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,200 Underlying: Common Stock · 3,200 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F7 · 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. F7 · 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. F7 · 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 20:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 2,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237074 · ownership.xml · derivative · entry 9 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · 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. F2 · 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. F2 · 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. F2 · 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 20:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $30.45 | $0.00 |
DisclosureSEC source: 0001193125-26-237074 · ownership.xml · derivative · entry 8 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 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. F6 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 2,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-237074 · ownership.xml · nonDerivative · entry 3 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,404 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 · 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. F2 · 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. F3 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 3,000 | $66.78 | $200,353.20 |
DisclosureSEC source: 0001193125-26-237074 · ownership.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,824 F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $66.77 to $66.81. 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 sold at each separate price. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:41 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 3,000 | $30.45 | $91,335.00 |
DisclosureSEC source: 0001193125-26-237074 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,824 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: 0000950170-25-076924 · ownership.xml · derivative · entry 5 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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. F5 · 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. F5 · 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. F5 · 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: 0000950170-25-076924 · ownership.xml · derivative · entry 4 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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: 0000950170-25-076924 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,824 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 |
| May 13, 2025 Filed May 15, 2025 21:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 12,500 | $79.92 | $999,000.00 |
DisclosureSEC source: 0000950170-25-072823 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,476 F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $79.64 to $80.185. 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 sold at each separate price. Read SEC document |
| May 02, 2025 Filed May 6, 2025 22:13 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: 0000950170-25-064728 · ownership.xml · derivative · entry 6 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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. F4 · derivative.exercise_date: The option is a "time-based" option that vested in full on the date of the grant, on May 28, 2015. Read SEC document |
| May 02, 2025 Filed May 6, 2025 22:13 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 12,900 | $77.60 | $1,001,061.93 |
DisclosureSEC source: 0000950170-25-064728 · ownership.xml · nonDerivative · entry 3 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,976 F3 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $77.365 to $77.765. 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 sold at each separate price. Read SEC document |
| May 02, 2025 Filed May 6, 2025 22:13 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 6,000 | $77.05 | $462,303.60 |
DisclosureSEC source: 0000950170-25-064728 · ownership.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,876 F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $77.00 to $77.12. 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 sold at each separate price. Read SEC document |
| May 02, 2025 Filed May 6, 2025 22:13 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 6,000 | $30.19 | $181,140.00 |
DisclosureSEC source: 0000950170-25-064728 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,876 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 |
| February 27, 2025 Filed Feb 28, 2025 01:52 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GiftCommon Stock | 15,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-029425 · ownership.xml · nonDerivative · entry 3 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,876 F2 · kind: Reflects an exempt bona fide gift from a trust controlled by the reporting person. F2 · price: Reflects an exempt bona fide gift from a trust controlled by the reporting person. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 01:52 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GiftCommon Stock | 15,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-029425 · ownership.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Through family trusts Disclosed balance after: 7,900 F2 · kind: Reflects an exempt bona fide gift from a trust controlled by the reporting person. F2 · price: Reflects an exempt bona fide gift from a trust controlled by the reporting person. Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 01:52 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 23,000 | $88.39 | $2,033,062.00 |
DisclosureSEC source: 0000950170-25-029425 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Through Family Trusts Disclosed balance after: 23,200 F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $87.82 to $88.71. 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 sold at each separate price. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 23:03 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 19,000 | $75.97 | $1,443,437.60 |
DisclosureSEC source: 0000950170-24-109162 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,576 F3 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $75.78 to $76.015. 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 sold at each separate price. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $22.38 | $0.00 |
DisclosureSEC source: 0000950170-24-074842 · ownership.xml · derivative · entry 5 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2024-06-20 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. F4 · derivative.exercise_date: The option is a "time-based" option that vested in full on the date of the grant, on June 20, 2014. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 7,500 | $60.46 | $453,460.50 |
DisclosureSEC source: 0000950170-24-074842 · ownership.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,576 F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $60.44 to $60.50. 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 sold at each separate price. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 7,500 | $22.38 | $167,812.50 |
DisclosureSEC source: 0000950170-24-074842 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,076 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 |
| June 04, 2024 Filed Jun 5, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $22.38 | $0.00 |
DisclosureSEC source: 0000950170-24-069282 · ownership.xml · derivative · entry 5 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 10,000 shares Expires 2024-06-20 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. F4 · derivative.exercise_date: The option is a "time-based" option that vested in full on the date of the grant, on June 20, 2014. Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 10,000 | $61.69 | $616,925.00 |
DisclosureSEC source: 0000950170-24-069282 · ownership.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,576 F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $61.60 to $61.78. 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 sold at each separate price. Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 10,000 | $22.38 | $223,750.00 |
DisclosureSEC source: 0000950170-24-069282 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,576 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 20:57 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 3,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067417 · ownership.xml · derivative · entry 5 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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. F5 · 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. F5 · 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. F5 · 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 20:57 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 3,576 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067417 · ownership.xml · derivative · entry 4 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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 20:57 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 3,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-067417 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,576 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 |
| May 23, 2024 Filed May 24, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $22.38 | $0.00 |
DisclosureSEC source: 0000950170-24-064563 · ownership.xml · derivative · entry 5 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 10,000 shares Expires 2024-06-20 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. F4 · derivative.exercise_date: The option is a "time-based" option that vested in full on the date of the grant, on June 20, 2014. Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 10,000 | $61.92 | $619,206.00 |
DisclosureSEC source: 0000950170-24-064563 · ownership.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,000 F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $61.88 to $62.00. 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 sold at each separate price. Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 10,000 | $22.38 | $223,750.00 |
DisclosureSEC source: 0000950170-24-064563 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,000 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, 2024 Filed May 17, 2024 23:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $22.38 | $0.00 |
DisclosureSEC source: 0000950170-24-062040 · ownership.xml · derivative · entry 5 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,500 Underlying: Common Stock · 10,000 shares Expires 2024-06-20 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: The option is a "time-based" option that vested in full on the date of the grant, on June 20, 2014. Read SEC document |
| May 16, 2024 Filed May 17, 2024 23:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 10,000 | $63.94 | $639,400.00 |
DisclosureSEC source: 0000950170-24-062040 · ownership.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,000 Read SEC document |
| May 16, 2024 Filed May 17, 2024 23:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 10,000 | $22.38 | $223,750.00 |
DisclosureSEC source: 0000950170-24-062040 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,000 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 09, 2024 Filed May 14, 2024 00:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $22.38 | $0.00 |
DisclosureSEC source: 0000950170-24-059002 · ownership.xml · derivative · entry 5 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 5,000 shares Expires 2024-06-20 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. F4 · derivative.exercise_date: The option is a "time-based" option that vested in full on the date of the grant, on June 20, 2014. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 5,000 | $63.14 | $315,720.50 |
DisclosureSEC source: 0000950170-24-059002 · ownership.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,000 F1 · price: The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $63.090 to $63.195. 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 sold at each separate price. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 5,000 | $22.38 | $111,875.00 |
DisclosureSEC source: 0000950170-24-059002 · ownership.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,000 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 |
| 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: 0001209191-23-034437 · doc4.xml · derivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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 |
| May 11, 2022 Filed May 12, 2022 23:08 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: 0001209191-22-028658 · doc4.xml · derivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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 stock option is fully vested as of the date of grant. Read SEC document |
| May 19, 2021 Filed May 20, 2021 23:50 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: 0001209191-21-034655 · doc4.xml · derivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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 stock option is fully vested as of the date of grant. Read SEC document |
| May 20, 2020 Filed May 21, 2020 21:28 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: 0001209191-20-031399 · doc4.xml · derivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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 stock option is fully vested as of the date of grant. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:37 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: 0001209191-19-030544 · doc4.xml · derivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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 |
| May 03, 2019 Filed May 7, 2019 22:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 17,000 | $59.76 | $1,015,920.00 |
DisclosureSEC source: 0001209191-19-028080 · doc4.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 F1 · price: The price reported is the weighted average of the shares purchased. The shares were purchased at varying prices in the range of $59.57 to $59.97. 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 |
| November 15, 2018 Filed Nov 19, 2018 23:25 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 1,100 | $47.53 | $52,280.25 |
DisclosureSEC source: 0001209191-18-059309 · doc4.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Brokerage account in name of adult son Disclosed balance after: 2,175 F1 · price: The price reported is the weighted average of the shares purchased. The shares were purchased at varying prices in the range of $47.34 to $47.76. 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. F2 · balance_after: The reported securities are held in a brokerage account in the name of the reporting person's adult son. The reporting person disclaims beneficial ownership of such securities. F2 · ownership.nature: The reported securities are held in a brokerage account in the name of the reporting person's adult son. The reporting person disclaims beneficial ownership of such securities. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 23:25 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 21,000 | $47.53 | $998,077.50 |
DisclosureSEC source: 0001209191-18-059309 · doc4.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 F1 · price: The price reported is the weighted average of the shares purchased. The shares were purchased at varying prices in the range of $47.34 to $47.76. 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 22:24 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: 0001209191-18-031152 · doc4.xml · derivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · 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 |
| August 10, 2017 Filed Aug 11, 2017 20:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 675 | $36.93 | $24,928.02 |
DisclosureSEC source: 0001209191-17-048597 · doc4.xml · nonDerivative · entry 2 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Brokerage account in name of adult son Disclosed balance after: 1,075 F3 · price: The price reported is the weighted average of the shares purchased. The shares were purchased at varying prices in the range of $36.92 to $36.94. 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. F4 · balance_after: The reported securities are held in a brokerage account in the name of the reporting person's adult son. The reporting person disclaims beneficial ownership of such securities. F4 · ownership.nature: The reported securities are held in a brokerage account in the name of the reporting person's adult son. The reporting person disclaims beneficial ownership of such securities. Read SEC document |
| August 10, 2017 Filed Aug 11, 2017 20:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 13,600 | $36.60 | $497,810.32 |
DisclosureSEC source: 0001209191-17-048597 · doc4.xml · nonDerivative · entry 1 ZAMKOW MICHAEL JAY · CIK 0001611681 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trusts Disclosed balance after: 46,600 F1 · price: The price reported is the weighted average of the shares purchased. The shares were purchased at varying prices in the range of $36.49 to $36.77. 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. F2 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. 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.