Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SS&C Technologies Holdings IncSSNC · Entity 3276 | President & COO | March 02, 2026 | March 03, 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 March 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 190,370 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Exercise / conversion · Acquired 17,560 · Balance 200,081 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-03-02 · Tax withholding · Disposed 9,711 · Balance 190,370 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-02 · Exercise / conversion · Disposed 17,560 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 659 dividend equivalent rights accrued with respect to the underlying restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 659 dividend equivalent rights accrued with respect to the underlying restricted stock units.
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 02, 2026 Filed Mar 3, 2026 21:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 17,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088331 · ownership.xml · derivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,560 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 659 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · shares: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 659 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.exercise_date: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 659 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 659 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 9,711 | $75.19 | $730,170.09 |
DisclosureSEC source: 0001193125-26-088331 · ownership.xml · nonDerivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,370 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 17,560 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-088331 · ownership.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2026 Filed Feb 23, 2026 23:06 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 15,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064520 · ownership.xml · derivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,495 Underlying: Common Stock · 15,913 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. F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: On February 22, 2024, the reporting person was granted 46,483 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 418 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · shares: On February 22, 2024, the reporting person was granted 46,483 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 418 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.exercise_date: On February 22, 2024, the reporting person was granted 46,483 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 418 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On February 22, 2024, the reporting person was granted 46,483 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 418 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 22, 2026 Filed Feb 23, 2026 23:06 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 8,801 | $71.38 | $628,215.38 |
DisclosureSEC source: 0001193125-26-064520 · ownership.xml · nonDerivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,521 Read SEC document |
| February 22, 2026 Filed Feb 23, 2026 23:06 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 15,913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-064520 · ownership.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,322 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 14, 2026 Filed Feb 19, 2026 01:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 11,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 9 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,559 Underlying: Common Stock · 11,418 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. F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_price: On February 14, 2025, the reporting person was granted 33,838 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units. F5 · shares: On February 14, 2025, the reporting person was granted 33,838 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units. F5 · derivative.exercise_date: On February 14, 2025, the reporting person was granted 33,838 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units. F5 · derivative.expiration_date: On February 14, 2025, the reporting person was granted 33,838 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 139 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 14, 2026 Filed Feb 19, 2026 01:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 4,663 | $72.09 | $336,155.67 |
DisclosureSEC source: 0001193125-26-057809 · ownership.xml · nonDerivative · entry 4 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,409 Read SEC document |
| February 14, 2026 Filed Feb 19, 2026 01:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 11,418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057809 · ownership.xml · nonDerivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,072 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 41,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 8 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,615 Underlying: Common Stock · 41,615 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029. F4 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029. F4 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 195,695 | $0.00 Strike: $72.09 | $0.00 |
DisclosureSEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 7 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,695 Underlying: Common Stock · 195,695 shares Expires 2036-02-13 F3 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 13, 2027 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionPerformance Stock Units · Derivative | 210,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 6 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 210,715 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. F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantPerformance Stock Units · Derivative | 210,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057809 · ownership.xml · derivative · entry 5 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,715 Underlying: Common Stock · 210,715 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · shares: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 3,954 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 116,158 | $72.09 | $8,373,830.22 |
DisclosureSEC source: 0001193125-26-057809 · ownership.xml · nonDerivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,654 Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 210,715 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057809 · ownership.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,812 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 9,592 | $89.05 | $854,167.60 |
DisclosureSEC source: 0000950170-25-032801 · ownership.xml · nonDerivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,097 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 17,373 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-032801 · ownership.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,689 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 02, 2025 Filed Mar 5, 2025 01:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 17,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032801 · ownership.xml · derivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,901 Underlying: Common Stock · 17,373 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 472 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 472 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.underlying_shares: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 472 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 01:52 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 7,043 | $88.60 | $624,009.80 |
DisclosureSEC source: 0000950170-25-027203 · ownership.xml · nonDerivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,316 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 01:52 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 15,717 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-027203 · ownership.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,359 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2025 Filed Feb 26, 2025 01:52 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 15,717 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-027203 · ownership.xml · derivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,989 Underlying: Common Stock · 15,717 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 22, 2024, the reporting person was granted 46,483 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 223 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On February 22, 2024, the reporting person was granted 46,483 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 223 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.underlying_shares: On February 22, 2024, the reporting person was granted 46,483 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 223 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 33,838 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023319 · ownership.xml · derivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,838 Underlying: Common Stock · 33,838 shares Expires not disclosed F3 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028. F3 · shares: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028. F3 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028. F3 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 148,515 | $0.00 Strike: $88.66 | $0.00 |
DisclosureSEC source: 0000950170-25-023319 · ownership.xml · derivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,515 Underlying: Common Stock · 148,515 shares Expires 2035-02-14 F2 · shares: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. F2 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 143,080 | $0.00 Strike: $81.40 | $0.00 |
DisclosureSEC source: 0000950170-25-023319 · ownership.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,080 Underlying: Common Stock · 143,080 shares Expires 2031-12-22 F1 · shares: On December 22, 2021, the reporting person was granted a stock option to purchase a target number of 175,000 shares of common stock which vests based on the achievement of certain performance criteria over a 2022-2024 performance period, subject to the reporting persons continued employment through the final determination of the satisfaction of the performance goals. On February 14, 2025, the performance criteria applicable to the option were certified, resulting investing of the option as to 143,080 shares. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · derivative · entry 12 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 150,000 shares Expires 2026-12-21 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. F5 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 21, 2020. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 190,000 | $0.00 Strike: $33.89 | $0.00 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · derivative · entry 11 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 190,000 shares Expires 2025-12-22 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 22, 2019. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 72,190 | $0.00 Strike: $28.27 | $0.00 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · derivative · entry 10 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 72,190 shares Expires 2024-12-19 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 December 19, 2018. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 150,000 | $73.13 | $10,969,470.00 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 8 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,642 F2 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $72.8350 to $73.3800. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantCommon Stock | 150,000 | $29.25 | $4,387,500.00 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 7 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,642 Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 190,000 | $73.13 | $13,894,662.00 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 6 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,642 F2 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $72.8350 to $73.3800. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 190,000 | $33.89 | $6,439,100.00 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 5 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,642 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 |
| August 21, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 72,190 | $73.13 | $5,279,240.26 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 4 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,642 F2 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $72.8350 to $73.3800. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 72,190 | $28.27 | $2,040,450.35 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,832 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 |
| August 20, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 87,810 | $0.00 Strike: $28.27 | $0.00 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · derivative · entry 9 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,190 Underlying: Common Stock · 87,810 shares Expires 2024-12-19 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 December 19, 2018. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 87,810 | $72.86 | $6,397,845.38 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,642 F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $72.80 to $73.1550. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 22:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 87,810 | $28.27 | $2,481,949.65 |
DisclosureSEC source: 0000950170-24-099960 · ownership.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 00:55 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 9,456 | $64.15 | $606,602.40 |
DisclosureSEC source: 0001209191-24-004470 · doc4.xml · nonDerivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,642 Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 00:55 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 17,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004470 · doc4.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,098 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 02, 2024 Filed Mar 6, 2024 00:55 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 17,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004470 · doc4.xml · derivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,802 Underlying: Common Stock · 17,098 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · shares: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 198 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.exercise_date: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 198 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 198 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.underlying_shares: On March 2, 2023, the reporting person was granted 50,702 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 198 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:40 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 46,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003950 · doc4.xml · derivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,483 Underlying: Common Stock · 46,483 shares Expires not disclosed F3 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027. F3 · shares: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027. F3 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027. F3 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:40 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 174,928 | $0.00 Strike: $64.54 | $0.00 |
DisclosureSEC source: 0001209191-24-003950 · doc4.xml · derivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,928 Underlying: Common Stock · 174,928 shares Expires 2034-02-22 F2 · shares: Represents a time-vesting stock option, which vests as to one quarter on February 22, 2025 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. F2 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 22, 2025 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:40 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 110,908 | $0.00 Strike: $68.52 | $0.00 |
DisclosureSEC source: 0001209191-24-003950 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,908 Underlying: Common Stock · 110,908 shares Expires 2031-03-17 F1 · shares: On March 17, 2021, the reporting person was granted a stock option to purchase a target number of 140,000 shares of common stock which vests based on the achievement of certain performance criteria over a 2021-2023 performance period, subject to the reporting persons continued employment through the final determination of the satisfaction of the performance goals. On February 22, 2024, the performance criteria applicable to the option were certified, resulting in vesting of the option as to 110,908 shares. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 21:59 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 140,000 | $0.00 Strike: $21.10 | $0.00 |
DisclosureSEC source: 0001209191-23-047874 · doc4.xml · derivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 140,000 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. F2 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 20, 2017. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 21:59 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 140,000 | $56.76 | $7,945,728.00 |
DisclosureSEC source: 0001209191-23-047874 · doc4.xml · nonDerivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $56.70 to $56.88. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 21:59 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 140,000 | $21.10 | $2,954,000.00 |
DisclosureSEC source: 0001209191-23-047874 · doc4.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,000 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 |
| March 02, 2023 Filed Mar 7, 2023 01:47 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Unit · Derivative | 50,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016549 · doc4.xml · derivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,702 Underlying: Common Stock · 50,702 shares Expires not disclosed F2 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of March 2, 2024, 2025 and 2026. F2 · shares: The Restricted Stock Units vest 1/3 on each of March 2, 2024, 2025 and 2026. F2 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of March 2, 2024, 2025 and 2026. F2 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of March 2, 2024, 2025 and 2026. Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:47 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 167,786 | $0.00 Strike: $59.17 | $0.00 |
DisclosureSEC source: 0001209191-23-016549 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,786 Underlying: Common Stock · 167,786 shares Expires 2033-03-02 F1 · shares: One quarter vests on March 2, 2024 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. F1 · derivative.exercise_date: One quarter vests on March 2, 2024 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 20:35 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 73,232 | $0.00 Strike: $11.22 | $0.00 |
DisclosureSEC source: 0001209191-22-045982 · doc4.xml · derivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 73,232 shares Expires 2022-12-27 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_date: The option is a "time-based" option that vested in full on December 27, 2016. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 20:35 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 73,232 | $62.50 | $4,577,146.46 |
DisclosureSEC source: 0001209191-22-045982 · doc4.xml · nonDerivative · entry 2 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $62.25 to $62.81. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 20:35 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 73,232 | $11.22 | $821,663.04 |
DisclosureSEC source: 0001209191-22-045982 · doc4.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,232 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.