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 17, 2017 Filed May 18, 2017 18:54 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: 0001209191-17-033552 · 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 2027-05-17 F1 · derivative.exercise_date: The stock option is fully vested as of the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.