SS&C CEO converts 19,890 RSUs into shares

SS&C Technologies Holdings Chairman and CEO William C. Stone reported an equity award vesting and conversion.

Accepted by SEC EDGAR 02/23/2026 - 06:00 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

SS&C Technologies Holdings Chairman and CEO William C. Stone reported an equity award vesting and conversion. On February 22, 2026, 19,890 restricted stock units were exercised and converted into 19,890 shares of common stock at a price of $0.00 per share. Following the transaction, he directly owned 32,448,859 shares of common stock and 19,368 restricted stock units.

Insider Trade Summary

19,890 shares exercised/converted

Exercise 2 txns

Insider STONE WILLIAM C

Role Chairman of the Board & CEO

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	19,890	$0.00	$0.00
Exercise	Common Stock	19,890	$0.00	$0.00

Holdings After Transaction: Restricted Stock Units — 19,368 contracts (Direct); Common Stock — 32,448,859 shares (Direct)

Holdings Before and After: Restricted Stock Units, 39,258 to 19,368 contracts (Direct); Common Stock, 32,428,969 to 32,448,859 shares (Direct)

Footnotes (2)

1. F1. Restricted stock units and performance stock units convert into common stock on a one-for-one basis.
2. F2. On February 22, 2024, the reporting person was granted 58,104 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 522 dividend equivalent rights accrued with respect to the underlying restricted stock units.

FAQ

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What insider transaction did SSNC CEO William C. Stone report on this Form 4?

William C. Stone reported the exercise and conversion of 19,890 restricted stock units into 19,890 shares of SSNC common stock. The transaction was coded as an option or derivative exercise at a price of $0.00 per share.

Did William C. Stone buy or sell SSNC shares in the open market?

He did not report any open-market buys or sells. The Form 4 shows an exercise or conversion of restricted stock units into common shares, a non-cash equity award vesting rather than a market purchase or sale.

How many SSNC common shares does William C. Stone hold after this transaction?

After the reported transaction, William C. Stone directly held 32,448,859 shares of SSNC common stock. This figure reflects his direct ownership following the conversion of 19,890 restricted stock units into common shares.

What happened to William C. Stone’s restricted stock unit balance in this filing?

The filing shows 19,890 restricted stock units were converted into common stock, leaving 19,368 restricted stock units reported as directly owned afterward. Restricted stock units represent stock-based compensation that typically vests over time according to prior grant terms.

How do SSNC restricted stock units convert into common stock for William C. Stone?

The footnotes state restricted stock units and performance stock units convert into SSNC common stock on a one-for-one basis. In this case, 19,890 units converted into 19,890 shares, consistent with that 1:1 conversion ratio described in the disclosure.

What prior equity grant to William C. Stone is referenced in the Form 4 footnotes?

A footnote explains that on February 22, 2024, he was granted 58,104 restricted stock units vesting in three equal annual installments. The reported amounts also include 522 dividend equivalent rights that accrued on those underlying restricted stock units.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

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)
02/22/2026

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	02/22/2026		M		19,890	A	(1)	32,448,859	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
Restricted Stock Units	(1)(2)	02/22/2026		M			19,890(2)	(2)	(2)	Common Stock	19,890	$0	19,368	D

Explanation of Responses:

1. Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

2. On February 22, 2024, the reporting person was granted 58,104 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 522 dividend equivalent rights accrued with respect to the underlying restricted stock units.

	/Jason White/, attorney-in-fact for William C. Stone	02/23/2026
	** 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).
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