SS&C SVP converts RSUs, withholds stock for taxes

SS&C Technologies Holdings Inc reported that SVP & General Counsel Jason Douglas White exercised equity awards.

Rhea-AI Filing Summary

SS&C Technologies Holdings Inc reported that SVP & General Counsel Jason Douglas White exercised equity awards. On February 22, 2026, 5,966 restricted stock units converted into an equal number of common shares at $0.0000 per share, leaving 5,811 restricted stock units outstanding. To cover tax obligations related to this vesting, 3,047 common shares were withheld and disposed of at $71.3800 per share, resulting in 56,720 common shares held directly after the transactions. The restricted stock unit holdings include 156 dividend equivalent rights tied to the underlying awards.

Insider Trade Summary

5,966 shares exercised/converted

Exercise 3 txns

Insider White Jason Douglas

Role SVP & General Counsel

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	5,966	$0.00	$0.00
Exercise	Common Stock	5,966	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	3,047	$71.38	$217K

Holdings After Transaction: Restricted Stock Units — 5,811 contracts (Direct); Common Stock — 56,720 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 17,432 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 156 dividend equivalent rights accrued with respect to the underlying restricted stock units.

FAQ

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What insider transactions did SSNC executive Jason Douglas White report?

Jason Douglas White reported RSU vesting and related tax withholding. He converted 5,966 restricted stock units into common stock, then had 3,047 shares withheld and disposed of at $71.3800 per share for tax liability, leaving 56,720 common shares held directly afterward.

How many SSNC restricted stock units did Jason Douglas White convert?

He converted 5,966 restricted stock units into common stock. The units convert on a one-for-one basis, meaning each restricted stock unit became one share of SS&C Technologies common stock as part of an equity award vesting event on February 22, 2026.

What was the purpose of the 3,047 SSNC shares disposed of by Jason Douglas White?

The 3,047 shares were disposed of to satisfy tax obligations from the RSU vesting. They were withheld at a price of $71.3800 per share in a tax-withholding disposition, not an open-market sale, as indicated by transaction code F in the filing.

How many SSNC shares does Jason Douglas White hold after these transactions?

After the reported transactions, he directly holds 56,720 shares of SS&C Technologies common stock. He also has 5,811 restricted stock units outstanding, which include 156 dividend equivalent rights that accrued on the underlying restricted stock unit awards.

What do the dividend equivalent rights in Jason Douglas White’s SSNC awards represent?

The filing states his RSU holdings include 156 dividend equivalent rights. These rights accrue in connection with the underlying restricted stock units and are counted in the securities totals reported, effectively tracking dividends that would have been paid on the related unvested units.

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

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 02/23/2026 - 06:04 PM Learn about SEC filing dates

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^*

White Jason Douglas

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	SVP & General Counsel

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		5,966	A	(1)	59,767	D
Common Stock	02/22/2026		F		3,047	D	$71.38	56,720	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			5,966(2)	(2)	(2)	Common Stock	5,966	$0	5,811	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 17,432 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 156 dividend equivalent rights accrued with respect to the underlying restricted stock units.

	/Jason White/	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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