| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SS&C Technologies Holdings Inc | Director | Common Stock | 9.58K | $678K | $70.82 | Aug 13, 2024 | Direct |
| MCGRATH RENTCORP | Director | Common Stock | 4.5K | $543K | $120.77 | Apr 1, 2024 | Direct |
| WisdomTree, Inc. | Director | Common Stock | 67.5K | $486K | $7.20 | Jun 12, 2024 | Direct |
| SKYWEST INC | Director | Common Stock | 13.3K | $252K | $19.00 | Feb 6, 2024 | Direct |
| SS&C Technologies Holdings Inc | Director | Restricted Stock Units | 3.3K | $205K | $61.92 | May 29, 2024 | Direct |
| MCGRATH RENTCORP | Director | Restricted Stock Unit | 0 | $0 | $120.77 | Apr 1, 2024 | Direct |
| SS&C Technologies Holdings Inc | Director | Stock Option (right to buy) | 0 | Aug 13, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SSNC | SS&C Technologies Holdings Inc | Aug 13, 2024 | 6 | -$1.68M | 4 | Aug 15, 2024 | Director |
| WT | WisdomTree, Inc. | Jun 12, 2024 | 1 | $0 | 4 | Jun 13, 2024 | Director |
| SSNC | SS&C Technologies Holdings Inc | May 29, 2024 | 3 | $0 | 4 | May 31, 2024 | Director |
| MGRC | MCGRATH RENTCORP | Apr 1, 2024 | 2 | $0 | 4 | Apr 3, 2024 | Director |
| MGRC | MCGRATH RENTCORP | Feb 23, 2024 | 1 | $0 | 4 | Feb 27, 2024 | Director |
| SKYW | SKYWEST INC | Feb 6, 2024 | 1 | $0 | 4 | Feb 8, 2024 | Director |
| WT | WisdomTree, Inc. | Jun 26, 2023 | 1 | $0 | 4 | Jun 27, 2023 | Director |
| SSNC | SS&C Technologies Holdings Inc | Jun 2, 2023 | 1 | $0 | 4 | Jun 5, 2023 | Director |
| MGRC | MCGRATH RENTCORP | Apr 3, 2023 | 2 | $0 | 4 | Apr 5, 2023 | Director |
| MGRC | MCGRATH RENTCORP | Feb 24, 2023 | 1 | $0 | 4 | Feb 27, 2023 | Director |
| SKYW | SKYWEST INC | Feb 7, 2023 | 1 | $0 | 4 | Feb 9, 2023 | Director |
| WT | WisdomTree Investments, Inc. | Jul 25, 2022 | 1 | $0 | 4 | Jul 26, 2022 | Director |
| SSNC | SS&C Technologies Holdings Inc | May 11, 2022 | 1 | $0 | 4 | May 12, 2022 | Director |
| MGRC | MCGRATH RENTCORP | Apr 1, 2022 | 2 | $0 | 4 | Apr 4, 2022 | Director |
| MGRC | MCGRATH RENTCORP | Feb 25, 2022 | 1 | $0 | 4 | Feb 28, 2022 | Director |
| SKYW | SKYWEST INC | Feb 10, 2022 | 1 | $0 | 4 | Feb 14, 2022 | Director |
| WT | WisdomTree Investments, Inc. | Jun 17, 2021 | 1 | $0 | 4 | Jun 21, 2021 | Director |
| SSNC | SS&C Technologies Holdings Inc | May 19, 2021 | 1 | $0 | 4 | May 20, 2021 | Director |