STOCK TITAN

SS&C Technologies (SSNC) director gains shares through RSU vesting and new grant

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

Rhea-AI Filing Summary

SS&C Technologies Holdings director Smita Conjeevaram reported equity compensation activity involving restricted stock units and common shares. On May 20, 2026, 2,580 restricted stock units vested and were exercised into common stock, bringing her directly held common stock to 15,504 shares.

The filing also shows a grant of 3,200 new restricted stock units, which each convert into one share of common stock. Footnotes state that settlement of shares from the vested units, including related dividend equivalent rights, has been deferred to June 1, 2028, and settlement for the new grant is deferred to June 1, 2029.

Positive

  • None.

Negative

  • None.
Insider Conjeevaram Smita
Role null
Type Security Shares Price Value
Exercise Restricted Stock Units 2,580 $0.00 --
Grant/Award Restricted Stock Units 3,200 $0.00 --
Exercise Common Stock 2,580 $0.00 --
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Common Stock — 15,504 shares (Direct, null)
Footnotes (1)
  1. Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. The Reporting Person has elected to defer settlement of the shares underlying the RSUs and related dividend equivalents until June 1, 2028. Restricted stock units convert into common stock on a one-for-one basis. The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027. The Reporting Person has elected to defer settlement of the shares underlying the restricted stock units and related dividend equivalents until June 1, 2029.
Common shares after transactions 15,504 shares Directly held common stock following May 20, 2026 transactions
RSUs vested and exercised 2,580 units Restricted stock units converting into common stock on May 20, 2026
New RSU grant 3,200 units Restricted stock units granted on May 20, 2026
RSU conversion ratio 1:1 Each restricted stock unit converts into one common share
Deferred settlement date (vested RSUs) June 1, 2028 Settlement of shares from vested RSUs and dividend equivalents
Deferred settlement date (new RSUs) June 1, 2029 Settlement of shares from new 3,200 RSU grant and dividend equivalents
Restricted Stock Units financial
"The filing also shows a grant of 3,200 new restricted stock units, which each convert into one share of common stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
dividend equivalent rights financial
"Reflects the vesting of restricted stock units granted to the reporting person, together with 33 dividend equivalent rights accrued thereon."
Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.
deferral financial
"The Reporting Person has elected to defer settlement of the shares underlying the RSUs and related dividend equivalents until June 1, 2028."
annual general meeting of stockholders financial
"The restricted stock units vest 100% on the earlier of the first anniversary of the grant date and the date of the issuer's annual general meeting of stockholders."
SEC Form 4
FORM 4UNITED 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*
Conjeevaram Smita

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

(Street)
WINDSOR CONNECTICUT 06095

(City)(State)(Zip)

UNITED STATES

(Country)
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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock05/20/2026M(1)2,580(1)A(2)15,504D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(2)05/20/2026M(1)2,580(1) (1) (1)Common Stock2,580(1)$00D
Restricted Stock Units(2)05/20/2026A3,200(3) (3) (3)Common Stock3,200$03,200D
Explanation of Responses:
1. Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. The Reporting Person has elected to defer settlement of the shares underlying the RSUs and related dividend equivalents until June 1, 2028.
2. Restricted stock units convert into common stock on a one-for-one basis.
3. The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027. The Reporting Person has elected to defer settlement of the shares underlying the restricted stock units and related dividend equivalents until June 1, 2029.
Jason White, Attorney-in-fact for Smita Conjeevaram05/22/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did SSNC director Smita Conjeevaram report on May 20, 2026?

Smita Conjeevaram reported vesting and exercise of 2,580 restricted stock units into common stock and received a new grant of 3,200 restricted stock units. These are equity compensation-related acquisitions, not open-market purchases or sales.

How many SSNC common shares does Smita Conjeevaram hold after these transactions?

After the May 20, 2026 transactions, Smita Conjeevaram is reported as directly holding 15,504 shares of SS&C Technologies common stock. This reflects equity received from vested restricted stock units, according to the Form 4 filing data.

What restricted stock unit grant did SSNC report for Smita Conjeevaram?

The filing shows a grant of 3,200 restricted stock units to Smita Conjeevaram on May 20, 2026. Each unit converts into one share of common stock, representing a deferred form of equity compensation rather than an immediate cash-based payment.

When will the vested and newly granted SSNC restricted stock units be settled?

For previously granted units that vested, settlement of the underlying shares and related dividend equivalent rights is deferred until June 1, 2028. For the new 3,200-unit grant, settlement of the underlying shares and dividend equivalents is deferred until June 1, 2029.

How do SSNC restricted stock units reported in this Form 4 convert into shares?

According to the footnotes, each restricted stock unit converts into one share of SS&C Technologies common stock. This one-for-one conversion rate applies to both the vested units and the newly granted 3,200 restricted stock units disclosed in the filing.

Are the SSNC transactions by Smita Conjeevaram open-market buys or sales?

No. The Form 4 shows derivative exercises and a grant coded as M and A, indicating vesting and conversion of restricted stock units and a new RSU award. There are no open-market purchase (P) or sale (S) transactions reported.