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 director David Varsano reported compensation-related equity activity. On May 20, 2026, previously granted restricted stock units vested and were converted into 2,580 shares of Common Stock, including 33 dividend equivalent rights, increasing his direct holdings to 89,004 shares.

On the same date, Varsano also received a new award of 3,200 restricted stock units. According to the disclosure, these units convert into common stock on a one-for-one basis and vest 100% on the earlier of the first anniversary of the grant date or the issuer’s annual general meeting of stockholders held in fiscal 2027. The filing shows only awards and conversions, with no open-market purchases or sales.

Positive

  • None.

Negative

  • None.
Insider Varsano David
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 — 89,004 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. 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.
Vested RSUs converted 2,580 shares Restricted stock units and dividend equivalents vested into Common Stock on May 20, 2026
Dividend equivalent rights 33 rights Dividend equivalent rights accrued on vested restricted stock units
Post-transaction holdings 89,004 shares Common Stock directly held by David Varsano after the transactions
New RSU grant 3,200 units Restricted stock units awarded with one-for-one conversion into Common Stock
RSU exercise volume 2,580 units Restricted stock units exercised/converted according to transaction summary
Original RSU grant date May 21, 2025 Grant date of vested restricted stock units referenced in the footnote
Restricted Stock Units financial
"Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025"
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
"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.
one-for-one basis financial
"Restricted stock units convert into common stock on a one-for-one basis"
annual general meeting of stockholders financial
"the date of the issuer's annual general meeting of stockholders held in fiscal 2027"
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*
Varsano David

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

(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)89,004D
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)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.
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.
Jason White, Attorney-in-fact for David A. Varsano05/22/2026
** 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 SS&C (SSNC) director David Varsano report?

David Varsano reported equity compensation activity, not open-market trading. Previously granted restricted stock units vested and converted into 2,580 shares of Common Stock, and he received a new grant of 3,200 restricted stock units tied to future vesting conditions.

How many SSNC shares does David Varsano hold after this Form 4 filing?

After the reported transactions, David Varsano directly holds 89,004 shares of SS&C Technologies Common Stock. This figure reflects the conversion of 2,580 vested restricted stock units into shares, as disclosed in the Form 4 insider filing for May 20, 2026.

What restricted stock units vested for SSNC director David Varsano?

Restricted stock units granted to David Varsano on May 21, 2025 vested, resulting in 2,580 shares of Common Stock. This total includes 33 dividend equivalent rights that had accrued on the award, according to the Form 4 footnote description.

What new equity award did SSNC grant to director David Varsano?

SS&C granted David Varsano 3,200 restricted stock units. These units convert into Common Stock on a one-for-one basis and are scheduled to vest 100% on the earlier of the first anniversary of the grant date or the company’s fiscal 2027 annual stockholders’ meeting.

Did the SSNC Form 4 for David Varsano report any stock sales or purchases?

The Form 4 for David Varsano reported no open-market stock sales or purchases. It showed an exercise of restricted stock units into 2,580 shares of Common Stock and a separate grant of 3,200 new restricted stock units as part of his director compensation.

How do David Varsano’s SSNC restricted stock units convert into common shares?

The filing states that restricted stock units convert into SS&C Technologies Common Stock on a one-for-one basis. When vesting conditions are met, each restricted stock unit delivers one share, as illustrated by the 2,580 vested units becoming 2,580 shares of Common Stock.