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SSNC Form 4: CEO now holds 32,299,302 shares after option exercise

Filing Impact
(High)
Filing Sentiment
(Very Positive)
Form Type
4

Rhea-AI Filing Summary

SS&C Technologies (SSNC) insider activity: Chairman & CEO William C. Stone, also a Director and 10% Owner, exercised stock options on 10/13/2025. He acquired 420,000 shares of common stock via an option exercise (Code M) at $33.89 per share and reported direct ownership of 32,299,302 shares after the transaction. The exercised award covered 420,000 underlying shares; the option was time-based, vested in full on 12/22/2019, and carries an expiration date of 12/22/2025.

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SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
1. Name and Address of Reporting Person*
STONE WILLIAM C

(Last) (First) (Middle)
C/O SS&C TECHNOLOGIES HOLDINGS, INC.
80 LAMBERTON ROAD

(Street)
WINDSOR CT 06095

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SS&C Technologies Holdings Inc [ SSNC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director X 10% Owner
X Officer (give title below) Other (specify below)
Chairman of the Board & CEO
3. Date of Earliest Transaction (Month/Day/Year)
10/13/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 10/13/2025 M 420,000 A $33.89 32,299,302 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Option (Right to Buy) $33.89 10/13/2025 M 420,000 (1) 12/22/2025 Common Stock 420,000 $0 0 D
Explanation of Responses:
1. The option is a "time-based" option that vested in full on December 22, 2019.
/Jason White/ attorney-in-fact for William C. Stone 10/15/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did SSNC’s CEO report on Form 4?

He exercised options (Code M) and acquired 420,000 SS&C common shares at $33.89 on 10/13/2025.

How many SSNC shares does the reporting person own after the transaction?

Direct ownership reported at 32,299,302 shares after the transaction.

What were the terms of the exercised option?

It covered 420,000 shares with an exercise price of $33.89; it vested in full on 12/22/2019 and expires on 12/22/2025.

Was any sale of SSNC shares disclosed?

No sale was shown in this report; the transaction reflects an option exercise and acquisition of shares.

What roles does the reporting person hold at SS&C (SSNC)?

He is Chairman of the Board & CEO, a Director, and a 10% Owner.

How many derivative securities remain after this transaction?

The table shows 0 derivative securities remaining for this option award.
Ss&C Technologies

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SSNC Stock Data

20.91B
207.94M
14.55%
85.96%
1.66%
Software - Application
Services-prepackaged Software
Link
United States
WINDSOR