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 |
|---|---|---|---|---|---|---|
| August 11, 2022 Filed Aug 12, 2022 21:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 46,700 | $0.00 Strike: $11.22 | $0.00 |
DisclosureSEC source: 0001209191-22-045658 · doc4.xml · derivative · entry 9 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,232 Underlying: Common Stock · 46,700 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. F4 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 27, 2016. Read SEC document |
| August 11, 2022 Filed Aug 12, 2022 21:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 46,700 | $63.06 | $2,944,902.00 |
DisclosureSEC source: 0001209191-22-045658 · doc4.xml · nonDerivative · entry 6 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F2 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $63.00 to $63.06. 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 11, 2022 Filed Aug 12, 2022 21:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 46,700 | $11.22 | $523,974.00 |
DisclosureSEC source: 0001209191-22-045658 · doc4.xml · nonDerivative · entry 5 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,700 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 10, 2022 Filed Aug 12, 2022 21:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 68 | $0.00 Strike: $11.22 | $0.00 |
DisclosureSEC source: 0001209191-22-045658 · doc4.xml · derivative · entry 8 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,932 Underlying: Common Stock · 68 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. F4 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 27, 2016. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 21:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 80,000 | $0.00 Strike: $11.10 | $0.00 |
DisclosureSEC source: 0001209191-22-045658 · doc4.xml · derivative · entry 7 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 80,000 shares Expires 2022-08-30 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 August 30, 2016. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 21:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 68 | $62.56 | $4,253.98 |
DisclosureSEC source: 0001209191-22-045658 · doc4.xml · nonDerivative · entry 4 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 $62.50 to $62.68. 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 10, 2022 Filed Aug 12, 2022 21:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 68 | $11.22 | $762.96 |
DisclosureSEC source: 0001209191-22-045658 · doc4.xml · nonDerivative · entry 3 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,068 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 10, 2022 Filed Aug 12, 2022 21:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 80,000 | $62.56 | $5,004,680.00 |
DisclosureSEC source: 0001209191-22-045658 · 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 $62.50 to $62.68. 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 10, 2022 Filed Aug 12, 2022 21:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 80,000 | $11.10 | $887,600.00 |
DisclosureSEC source: 0001209191-22-045658 · doc4.xml · nonDerivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 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, 2021 Filed Dec 24, 2021 01:56 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 175,000 | $0.00 Strike: $81.40 | $0.00 |
DisclosureSEC source: 0001209191-21-071188 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 175,000 shares Expires 2031-12-22 F1 · derivative.exercise_date: One quarter vests on December 22, 2022 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| December 22, 2020 Filed Dec 28, 2020 21:22 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 140,000 | $0.00 Strike: $71.46 | $0.00 |
DisclosureSEC source: 0001209191-20-065174 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,000 Underlying: Common Stock · 140,000 shares Expires 2030-12-22 F1 · derivative.exercise_date: One quarter vests on December 22, 2021 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:08 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 275,000 | $0.00 Strike: $61.16 | $0.00 |
DisclosureSEC source: 0001209191-19-061928 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 Underlying: Common Stock · 275,000 shares Expires 2029-12-23 F1 · derivative.exercise_date: One quarter vests on December 23, 2020 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| December 17, 2018 Filed Dec 21, 2018 20:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 300,000 | $0.00 Strike: $44.28 | $0.00 |
DisclosureSEC source: 0001209191-18-063875 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2028-12-17 F1 · derivative.exercise_date: One quarter vests on December 17, 2019 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 20:57 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $54.35 | $0.00 |
DisclosureSEC source: 0001209191-18-045567 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2028-08-02 F1 · derivative.exercise_date: One quarter vests on August 2, 2019 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| December 22, 2017 Filed Dec 27, 2017 21:23 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 180,000 | $0.00 Strike: $40.44 | $0.00 |
DisclosureSEC source: 0001209191-17-067412 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 180,000 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 |
| September 07, 2017 Filed Sep 8, 2017 18:47 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $38.66 | $0.00 |
DisclosureSEC source: 0001209191-17-052019 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2027-09-07 F1 · derivative.exercise_date: One quarter vests on September 7, 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 21:21 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0001209191-16-156678 · doc4.xml · derivative · entry 1 Kanwar Rahul · CIK 0001571080 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 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.