STOCK TITAN

Large equity awards vest for SS&C (NASDAQ: SSNC) president & COO

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

Rhea-AI Filing Summary

SS&C Technologies Holdings Inc President & COO Rahul Kanwar reported multiple equity award transactions. On February 13, 2026, a performance stock unit award of 210,715 units (including 3,954 dividend equivalent rights tied to FY2023–FY2025 goals achieved at 200% of target) vested and converted one-for-one into common stock. He also received new grants of 195,695 time-vesting stock options and 41,615 restricted stock units, which vest over several years. On February 13 and 14, 2026, vested performance and restricted stock units converted into a total of 222,133 common shares, while the company withheld 116,158 and 4,663 shares at a price of $72.09 per share to cover tax obligations. After these transactions, Kanwar directly owned 175,409 shares of common stock and held additional unvested equity awards.

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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*
Kanwar Rahul

(Last) (First) (Middle)
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)
President & COO
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 210,715 A (1) 284,812 D
Common Stock 02/13/2026 F 116,158 D $72.09 168,654 D
Common Stock 02/14/2026 M 11,418 A (1) 180,072 D
Common Stock 02/14/2026 F 4,663 D $72.09 175,409 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 210,715(2) (2) (2) Common Stock 210,715 $0 210,715 D
Performance Stock Units (1)(2) 02/13/2026 M 210,715 (2) (2) Common Stock 210,715 $0 0 D
Stock Option (right to buy) $72.09 02/13/2026 A 195,695 (3) 02/13/2036 Common Stock 195,695 $0 195,695 D
Restricted Stock Units (1)(4) 02/13/2026 A 41,615 (4) (4) Common Stock 41,615 $0 41,615 D
Restricted Stock Units (1)(5) 02/14/2026 M 11,418(5) (5) (5) Common Stock 11,418 $0 22,559 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 column 5 and 7 includes 3,954 dividend equivalent rights 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 33,838 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 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.
/Jason White/, attorney-in-fact for Rahul Kanwar 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.

FAQ

What equity awards did SSNC President & COO Rahul Kanwar receive?

Rahul Kanwar received 195,695 time-vesting stock options and 41,615 restricted stock units. These new grants vest over several years, adding to his long-term equity-based compensation and aligning his interests with SS&C Technologies Holdings Inc shareholders.

How many SSNC performance stock units vested for Rahul Kanwar?

A performance stock unit award of 210,715 units vested for Rahul Kanwar after performance for FY2023–FY2025 was certified at 200% of target. This total includes 3,954 dividend equivalent rights that accrued on the underlying performance stock units before the performance adjustment.

How were the vested SSNC performance stock units settled?

The vested performance stock units converted into 210,715 shares of SS&C common stock on a one-for-one basis. This followed Compensation Committee certification that FY2023–FY2025 performance goals were achieved at 200% of target, triggering full vesting of the award.

Why did Rahul Kanwar dispose of SSNC shares in this Form 4?

The disposals labeled with transaction code F reflect shares withheld to pay taxes, not open-market sales. SS&C withheld 116,158 shares and 4,663 shares at $72.09 each to cover tax liabilities arising from the vesting and conversion of equity awards.

How many SSNC common shares does Rahul Kanwar own after these transactions?

Following the reported vesting, conversions, and tax withholdings, Rahul Kanwar directly owns 175,409 shares of SS&C common stock. He also holds additional unvested stock options and restricted stock units that may convert into further shares as they vest over future years.

What are the vesting terms for Rahul Kanwar’s new SSNC stock options and RSUs?

The new stock options vest one quarter on February 13, 2027, then 1/36 monthly until the fourth anniversary. The restricted stock units vest in three equal installments on February 13, 2027, 2028, and 2029, providing long-term incentive alignment.
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