| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SS&C Technologies Holdings Inc | Director | Common Stock | 5.02K | $365K | $72.69 | May 21, 2025 | Direct |
| Chefs' Warehouse, Inc. | Director | Common Stock | 6.44K | $358K | $55.61 | May 9, 2025 | Direct |
| SS&C Technologies Holdings Inc | Director | Restricted Stock Units | 2.55K | $0 | $76.85 | May 21, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SSNC | SS&C Technologies Holdings Inc | May 21, 2025 | 3 | $0 | 4 | May 23, 2025 | Director |
| CHEF | Chefs' Warehouse, Inc. | May 9, 2025 | 1 | $0 | 4 | May 12, 2025 | Director |
| SSNC | SS&C Technologies Holdings Inc | Jan 10, 2025 | 2 | $0 | 4 | Jan 13, 2025 | Director |
| SSNC | SS&C Technologies Holdings Inc | May 29, 2024 | 1 | $0 | 4 | May 31, 2024 | Director |
| CHEF | Chefs' Warehouse, Inc. | May 10, 2024 | 1 | $0 | 4 | May 21, 2024 | Director |
| CHEF | Chefs' Warehouse, Inc. | Feb 14, 2024 | 1 | $0 | 4 | Feb 16, 2024 | Director |
| CHEF | Chefs' Warehouse, Inc. | Feb 14, 2024 | 0 | $0 | 3 | Feb 14, 2024 | Director |
| SSNC | SS&C Technologies Holdings Inc | Jan 10, 2024 | 1 | $0 | 4 | Jan 12, 2024 | Director |
| SSNC | SS&C Technologies Holdings Inc | Jan 4, 2024 | 0 | $0 | 3 | Jan 12, 2024 | Director |