STOCK TITAN

[Form 4] SS&C Technologies Holdings Inc Insider Trading Activity

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

SS&C Technologies Holdings Inc Chairman and CEO William C. Stone reported several equity compensation transactions. On February 13, 2026, he received grants of 263,394 Performance Stock Units, 244,619 stock options, and 52,019 Restricted Stock Units.

That same day, 263,394 Performance Stock Units were exercised and converted into an equal number of common shares after performance for FY2023–FY2025 was certified at 200% of target. On February 14, 2026, 14,273 Restricted Stock Units were also converted into common stock, increasing his directly held common shares to 32,428,969.

Positive

  • None.

Negative

  • None.
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)
02/13/2026
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 02/13/2026 M 263,394 A (1) 32,414,696 D
Common Stock 02/14/2026 M 14,273 A (1) 32,428,969 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
Performance Stock Units (1)(2) 02/13/2026 A 263,394(2) (2) (2) Common Stock 263,394 $0 263,394 D
Performance Stock Units (1)(2) 02/13/2026 M 263,394 (2) (2) Common Stock 263,394 $0 0 D
Stock Option (right to buy) $72.09 02/13/2026 A 244,619 (3) 02/13/2036 Common Stock 244,619 $0 244,619 D
Restricted Stock Units (1)(4) 02/13/2026 A 52,019 (4) (4) Common Stock 52,019 $0 52,019 D
Restricted Stock Units (1)(5) 02/14/2026 M 14,273(5) (5) (5) Common Stock 14,273 $0 28,198 D
Explanation of Responses:
1. Restricted stock units and performance stock units convert into common stock on a one-for-one basis.
2. The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in columns 5 and 7 includes 4,943 dividend equivalent rights accrued with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).
3. Represents a time-vesting stock option, which vests as to one quarter on February 13, 2027 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.
4. The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.
5. On February 14, 2025, the reporting person was granted 42,297 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 174 dividend equivalent rights accrued with respect to the underlying restricted stock units.
/Jason White/, attorney-in-fact for William C. Stone 02/18/2026
** 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).
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.
Ss&C Technologies

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17.44B
208.08M
Software - Application
Services-prepackaged Software
Link
United States
WINDSOR