Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Crane NXT, Co.CXT · Entity 4275 | SVP, General Counsel & Sec. | March 20, 2026 | March 23, 2026 |
| SS&C Technologies Holdings IncSSNC · Entity 3276 | SVP & General Counsel | May 04, 2018 | May 08, 2018 |
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.
Crane NXT, Co.
Report date March 20, 2026 · Filed March 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 11,723 |
Ending reported balance
After 2026-03-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-20 · Exercise / conversion · Acquired 4,739 · Balance 13,161 F1: Represents vesting of 4,739 previously reported Restricted Share Unit. Row 2 · 2026-03-20 · Tax withholding · Disposed 1,438 · Balance 11,723 |
| Restricted Share UnitSEC Table II · derivative / convertible security | Direct | 13,007 |
Reported balance
After 2026-03-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-20 · Disposition to issuer · Disposed 4,739 · Balance 13,007 F2: Restricted Share Units convert into common stock on a one-for-one basis. F3: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of 4,739 previously reported Restricted Share Unit.
F2: Restricted Share Units convert into common stock on a one-for-one basis.
F3: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date.
SS&C Technologies Holdings Inc
Report date May 04, 2018 · Filed May 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-05-07 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2018-05-04 · Exercise / conversion · Acquired 112,000 · Balance 112,000 Row 2 · 2018-05-04 · Sale · Disposed 112,000 · Balance 0 F1: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $47.51 to $48.69. 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 · 2018-05-07 · Exercise / conversion · Acquired 38,000 · Balance 38,000 Row 4 · 2018-05-07 · Sale · Disposed 38,000 · Balance 0 F2: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $48.20 to $48.95. 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 5 · 2018-05-07 · Exercise / conversion · Acquired 24,400 · Balance 24,400 Row 6 · 2018-05-07 · Sale · Disposed 24,400 · Balance 0 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.38 · Expires 2023-01-07 | Direct | 38,000 |
Reported balance
After 2018-05-04 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-05-04 · Exercise / conversion · Disposed 112,000 · Balance 38,000 F3: The option is a "time-based" option that vested in full on January 7, 2017. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.38 · Expires 2023-01-07 | Direct | 0 |
Reported balance
After 2018-05-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-05-07 · Exercise / conversion · Disposed 38,000 · Balance 0 F3: The option is a "time-based" option that vested in full on January 7, 2017. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.10 · Expires 2023-12-20 | Direct | 15,600 |
Reported balance
After 2018-05-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-05-07 · Exercise / conversion · Disposed 24,400 · Balance 15,600 F4: The option is a "time-based" option that vested in full on December 20, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $47.51 to $48.69. 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: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $48.20 to $48.95. 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.
F3: The option is a "time-based" option that vested in full on January 7, 2017.
F4: The option is a "time-based" option that vested in full on December 20, 2017.
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 |
|---|---|---|---|---|---|---|
| March 20, 2026 Filed Mar 23, 2026 20:26 UTC | Crane NXT, Co. CXT · Entity 4275 | Disposition to issuerRestricted Share Unit · Derivative | 4,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-004526 · dp244029_4-igoe.xml · derivative · entry 3 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,007 Underlying: COMMON STOCK · 4,739 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Share Units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date. Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 20:26 UTC | Crane NXT, Co. CXT · Entity 4275 | Tax withholdingCOMMON STOCK | 1,438 | $41.56 | $59,763.28 |
DisclosureSEC source: 0000950103-26-004526 · dp244029_4-igoe.xml · nonDerivative · entry 2 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,723 Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 20:26 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionCOMMON STOCK | 4,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-004526 · dp244029_4-igoe.xml · nonDerivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,161 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 · shares: Represents vesting of 4,739 previously reported Restricted Share Unit. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 01:31 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionRestricted Share Unit · Derivative | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-003047 · dp242511_4-igoe.xml · derivative · entry 6 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,746 Underlying: COMMON STOCK · 862 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 Share Units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 01:31 UTC | Crane NXT, Co. CXT · Entity 4275 | Tax withholdingCOMMON STOCK | 262 | $48.29 | $12,651.98 |
DisclosureSEC source: 0000950103-26-003047 · dp242511_4-igoe.xml · nonDerivative · entry 4 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,422 Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 01:31 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionCOMMON STOCK | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-003047 · dp242511_4-igoe.xml · nonDerivative · entry 3 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,684 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 · shares: Represents vesting of 862 previously reported Restricted Share Units. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:31 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionRestricted Share Unit · Derivative | 873 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-003047 · dp242511_4-igoe.xml · derivative · entry 5 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,608 Underlying: COMMON STOCK · 873 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 Share Units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date. Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:31 UTC | Crane NXT, Co. CXT · Entity 4275 | Tax withholdingCOMMON STOCK | 265 | $51.02 | $13,520.30 |
DisclosureSEC source: 0000950103-26-003047 · dp242511_4-igoe.xml · nonDerivative · entry 2 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,822 Read SEC document |
| February 26, 2026 Filed Mar 3, 2026 01:31 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionCOMMON STOCK | 873 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-003047 · dp242511_4-igoe.xml · nonDerivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,087 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 · shares: Represents vesting of 873 previously reported Restricted Share Units. Read SEC document |
| February 25, 2026 Filed Feb 28, 2026 02:45 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantRestricted Share Unit · Derivative | 3,920 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-002938 · dp242400_4-igoe.xml · derivative · entry 3 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,481 Underlying: COMMON STOCK · 3,920 shares Expires not disclosed F4 · derivative.exercise_price: Restricted Share Units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date. F5 · derivative.expiration_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the grant date. Read SEC document |
| February 25, 2026 Filed Feb 28, 2026 02:45 UTC | Crane NXT, Co. CXT · Entity 4275 | Grant2026 Performance-Based Restricted Share Unit · Derivative | 7,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-002938 · dp242400_4-igoe.xml · derivative · entry 2 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,840 Underlying: COMMON STOCK · 7,840 shares Expires not disclosed F2 · derivative.exercise_price: Each 2026 Performance-Based Restricted Share Unit (RSU) represents a contingent right to receive a number of shares of issuer common stock between 0 and 2.00. F3 · derivative.exercise_date: 2026 Performance-Based RSUs vest on December 31, 2028, if issuer's common stock achieves certain performance criteria for each fiscal year over the three years ending December 31, 2028, and contingent on continued employment with issuer, subject to certain exceptions. F3 · derivative.expiration_date: 2026 Performance-Based RSUs vest on December 31, 2028, if issuer's common stock achieves certain performance criteria for each fiscal year over the three years ending December 31, 2028, and contingent on continued employment with issuer, subject to certain exceptions. Read SEC document |
| February 25, 2026 Filed Feb 28, 2026 02:45 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,867 | $0.00 Strike: $51.02 | $0.00 |
DisclosureSEC source: 0000950103-26-002938 · dp242400_4-igoe.xml · derivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,867 Underlying: COMMON STOCK · 9,867 shares Expires 2036-02-25 F1 · derivative.exercise_date: Options become exercisable 25% per year over four years beginning on the first anniversary of the date of grant. Read SEC document |
| March 20, 2025 Filed Mar 20, 2025 20:02 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionRestricted Share Unit · Derivative | 4,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-25-000034 · wk-form4_1742500936.xml · derivative · entry 3 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,561 Underlying: COMMON STOCK · 4,740 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 Share Units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. F3 · derivative.expiration_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. Read SEC document |
| March 20, 2025 Filed Mar 20, 2025 20:02 UTC | Crane NXT, Co. CXT · Entity 4275 | Tax withholdingCOMMON STOCK | 1,439 | $55.33 | $79,619.87 |
DisclosureSEC source: 0000025445-25-000034 · wk-form4_1742500936.xml · nonDerivative · entry 2 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,214 Read SEC document |
| March 20, 2025 Filed Mar 20, 2025 20:02 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionCOMMON STOCK | 4,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-25-000034 · wk-form4_1742500936.xml · nonDerivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,653 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 · shares: Represents vesting of 4,740 previously reported Restricted Share Units. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:04 UTC | Crane NXT, Co. CXT · Entity 4275 | PurchaseCOMMON STOCK | 12 | $53.41 | $640.92 |
DisclosureSEC source: 0000025445-25-000032 · wk-form4_1741982669.xml · nonDerivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,913 F1 · shares: These shares were acquired pursuant to a dividend reinvestment election. Read SEC document |
| February 28, 2025 Filed Feb 28, 2025 21:20 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionRestricted Share Unit · Derivative | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-25-000026 · wk-form4_1740777625.xml · derivative · entry 6 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,301 Underlying: COMMON STOCK · 862 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 Share Units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. F3 · derivative.expiration_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. Read SEC document |
| February 28, 2025 Filed Feb 28, 2025 21:20 UTC | Crane NXT, Co. CXT · Entity 4275 | Tax withholdingCOMMON STOCK | 262 | $55.99 | $14,669.38 |
DisclosureSEC source: 0000025445-25-000026 · wk-form4_1740777625.xml · nonDerivative · entry 2 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,901 Read SEC document |
| February 28, 2025 Filed Feb 28, 2025 21:20 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionCOMMON STOCK | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-25-000026 · wk-form4_1740777625.xml · nonDerivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,163 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 · shares: Represents vesting of 862 previously reported Restricted Share Units. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:20 UTC | Crane NXT, Co. CXT · Entity 4275 | Grant2025 Performance-Based Restricted Share Unit · Derivative | 6,983 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-25-000026 · wk-form4_1740777625.xml · derivative · entry 5 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,983 Underlying: COMMON STOCK · 6,983 shares Expires not disclosed F5 · derivative.exercise_price: Each 2025 Performance-Based Restricted Share Unit (RSU) represents a contingent right to receive a number of shares of issuer common stock between 0 and 2.00. F6 · derivative.exercise_date: 2025 Performance-Based RSUs vest on December 31, 2027, if issuer's common stock achieves certain performance criteria for each fiscal year over the three years ending December 31, 2027, and contingent on continued employment with issuer, subject to certain exceptions. F6 · derivative.expiration_date: 2025 Performance-Based RSUs vest on December 31, 2027, if issuer's common stock achieves certain performance criteria for each fiscal year over the three years ending December 31, 2027, and contingent on continued employment with issuer, subject to certain exceptions. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:20 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,569 | $0.00 Strike: $57.28 | $0.00 |
DisclosureSEC source: 0000025445-25-000026 · wk-form4_1740777625.xml · derivative · entry 4 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,569 Underlying: COMMON STOCK · 8,569 shares Expires 2035-02-26 F4 · derivative.exercise_date: Options become exercisable 25% per year over four years beginning on the first anniversary of the date of grant. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:20 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantRestricted Share Unit · Derivative | 3,492 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-25-000026 · wk-form4_1740777625.xml · derivative · entry 3 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,163 Underlying: COMMON STOCK · 3,492 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Share Units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. F3 · derivative.expiration_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 20:02 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionRestricted Share Unit · Derivative | 4,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-24-000049 · wk-form4_1711051327.xml · derivative · entry 3 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,671 Underlying: COMMON STOCK · 4,739 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 Share Units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. F3 · derivative.expiration_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 20:02 UTC | Crane NXT, Co. CXT · Entity 4275 | Tax withholdingCOMMON STOCK | 1,438 | $60.34 | $86,768.92 |
DisclosureSEC source: 0000025445-24-000049 · wk-form4_1711051327.xml · nonDerivative · entry 2 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,301 Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 20:02 UTC | Crane NXT, Co. CXT · Entity 4275 | Exercise / conversionCOMMON STOCK | 4,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-24-000049 · wk-form4_1711051327.xml · nonDerivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,739 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 · shares: Represents vesting of 4,739 previously reported Restricted Share Units. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:48 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantRestricted Share Unit · Derivative | 3,448 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-24-000037 · wk-form4_1709329711.xml · derivative · entry 3 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,410 Underlying: COMMON STOCK · 3,448 shares Expires not disclosed F4 · derivative.exercise_price: Restricted Share Units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. F5 · derivative.expiration_date: Restricted Share Units vest 25% per year over four years beginning on the first anniversary of the date of grant. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:48 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,193 | $0.00 Strike: $58.00 | $0.00 |
DisclosureSEC source: 0000025445-24-000037 · wk-form4_1709329711.xml · derivative · entry 2 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,193 Underlying: COMMON STOCK · 8,193 shares Expires 2034-02-28 F3 · derivative.exercise_date: Options become exercisable 25% per year over four years beginning on the first anniversary of the date of grant. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:48 UTC | Crane NXT, Co. CXT · Entity 4275 | Grant2024 Performance-Based Restricted Share Unit · Derivative | 6,897 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-24-000037 · wk-form4_1709329711.xml · derivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,897 Underlying: COMMON STOCK · 6,897 shares Expires not disclosed F1 · derivative.exercise_price: Each 2024 Performance-Based Restricted Share Unit (RSU) represents a contingent right to receive a number of shares of issuer common stock between 0 and 2.00. F2 · derivative.exercise_date: 2024 Performance-Based RSUs vest on December 31, 2026, if issuer's common stock achieves certain performance criteria for each fiscal year over the three years ending December 31, 2026, and contingent on continued employment with issuer, subject to certain exceptions. F2 · derivative.expiration_date: 2024 Performance-Based RSUs vest on December 31, 2026, if issuer's common stock achieves certain performance criteria for each fiscal year over the three years ending December 31, 2026, and contingent on continued employment with issuer, subject to certain exceptions. Read SEC document |
| May 07, 2018 Filed May 8, 2018 18:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 24,400 | $0.00 Strike: $21.10 | $0.00 |
DisclosureSEC source: 0001209191-18-028686 · doc4.xml · derivative · entry 9 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,600 Underlying: 0 · 24,400 shares Expires 2023-12-20 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 December 20, 2017. Read SEC document |
| May 07, 2018 Filed May 8, 2018 18:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 38,000 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001209191-18-028686 · doc4.xml · derivative · entry 8 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: 0 · 38,000 shares Expires 2023-01-07 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 January 7, 2017. Read SEC document |
| May 07, 2018 Filed May 8, 2018 18:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 24,400 | $48.53 | $1,184,151.52 |
DisclosureSEC source: 0001209191-18-028686 · doc4.xml · nonDerivative · entry 6 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 07, 2018 Filed May 8, 2018 18:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 24,400 | $21.10 | $514,840.00 |
DisclosureSEC source: 0001209191-18-028686 · doc4.xml · nonDerivative · entry 5 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,400 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 07, 2018 Filed May 8, 2018 18:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 38,000 | $48.53 | $1,844,170.40 |
DisclosureSEC source: 0001209191-18-028686 · doc4.xml · nonDerivative · entry 4 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $48.20 to $48.95. 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 07, 2018 Filed May 8, 2018 18:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 38,000 | $11.38 | $432,250.00 |
DisclosureSEC source: 0001209191-18-028686 · doc4.xml · nonDerivative · entry 3 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 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 04, 2018 Filed May 8, 2018 18:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 112,000 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001209191-18-028686 · doc4.xml · derivative · entry 7 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 Underlying: 0 · 112,000 shares Expires 2023-01-07 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 January 7, 2017. Read SEC document |
| May 04, 2018 Filed May 8, 2018 18:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 112,000 | $48.17 | $5,395,454.40 |
DisclosureSEC source: 0001209191-18-028686 · doc4.xml · nonDerivative · entry 2 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $47.51 to $48.69. 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 04, 2018 Filed May 8, 2018 18:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 112,000 | $11.38 | $1,274,000.00 |
DisclosureSEC source: 0001209191-18-028686 · doc4.xml · nonDerivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,000 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 |
| December 22, 2017 Filed Dec 27, 2017 16:24 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $40.44 | $0.00 |
DisclosureSEC source: 0001209191-17-067414 · doc4.xml · derivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2027-12-22 F1 · derivative.exercise_date: One quarter vests on December 22, 2018 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| December 21, 2016 Filed Dec 23, 2016 16:20 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0001209191-16-156676 · doc4.xml · derivative · entry 1 Igoe Paul Gerard · CIK 0001461136 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2026-12-21 F1 · derivative.exercise_date: One quarter vests on December 21, 2017 and then 1/36 each month thereafter until fully vested on the fourth anniversary 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.