SS&C Technologies (SSNC) SVP reports equity grants, vesting and tax withholdings

Rhea-AI Filing Summary

SS&C Technologies Holdings senior vice president and general counsel Jason Douglas White reported multiple equity compensation transactions. On February 13, 2026, he acquired 79,020 performance stock units, which, per prior performance certification for FY2023–FY2025 at 200% of target, converted into 79,020 shares of common stock at no cost, with 40,340 shares delivered to cover tax obligations at a price of $72.09 per share, leaving 51,170 shares owned.

That same day, he received a time-vesting stock option for 73,386 shares and 15,606 restricted stock units, both with future vesting schedules. On February 14, 2026, 4,282 restricted stock units converted into common stock, again at no cost, with 1,651 shares withheld at $72.09 per share for taxes, resulting in 53,801 common shares held directly.

Insights

Executive compensation analyst

Routine equity awards and vesting for SS&C’s general counsel, with tax share withholdings.

These transactions show standard equity compensation mechanics for a senior executive at SS&C Technologies Holdings. Performance stock units earned at 200% of target converted into common shares, alongside new grants of stock options and restricted stock units with multi‑year vesting.

The use of code F transactions at $72.09 per share indicates shares were withheld or delivered to satisfy tax obligations, rather than discretionary open‑market sales. Overall ownership increased through awards and vesting, and the activity appears administrative rather than a signal about the company’s outlook.

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

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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)
02/13/2026

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		79,020	A	(1)	91,510	D
Common Stock	02/13/2026		F		40,340	D	$72.09	51,170	D
Common Stock	02/14/2026		M		4,282	A	(1)	55,452	D
Common Stock	02/14/2026		F		1,651	D	$72.09	53,801	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		79,020(2)		(2)	(2)	Common Stock	79,020	$0	79,020	D
Performance Stock Units	(1)(2)	02/13/2026		M			79,020	(2)	(2)	Common Stock	79,020	$0	0	D
Stock Option (right to buy)	$72.09	02/13/2026		A		73,386		(3)	02/13/2036	Common Stock	73,386	$0	73,386	D
Restricted Stock Units	(1)(4)	02/13/2026		A		15,606		(4)	(4)	Common Stock	15,606	$0	15,606	D
Restricted Stock Units	(1)(5)	02/14/2026		M			4,282(5)	(5)	(5)	Common Stock	4,282	$0	8,459	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 1,483 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 12,689 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 52 dividend equivalent rights accrued with respect to the underlying restricted stock units.

	/Jason White/	02/18/2026
	** Signature of Reporting Person	Date
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FAQ

What did SSNC executive Jason Douglas White report in this Form 4 filing?

Jason Douglas White reported equity compensation activity, including vesting and conversion of performance stock units, new grants of stock options and restricted stock units, and share withholdings to cover tax obligations. These transactions changed his direct holdings of SS&C Technologies Holdings common stock and derivative awards.

How many SSNC performance stock units vested and converted into common stock?

A total of 79,020 performance stock units vested and converted into 79,020 shares of SS&C Technologies Holdings common stock at no cost. These units related to FY2023–FY2025 performance, which the compensation committee certified at 200% of target before the units became eligible to vest.

Were any SSNC shares sold by Jason Douglas White in the open market?

The filing shows dispositions coded F, meaning shares were delivered or withheld to pay exercise price or tax liabilities at $72.09 per share. These are tax-withholding transactions, not discretionary open-market sales, and are commonly associated with equity award vesting events.

What new equity awards did Jason Douglas White receive from SSNC?

He received a time-vesting stock option covering 73,386 shares and 15,606 restricted stock units. Footnotes state the option vests one quarter on February 13, 2027, followed by monthly vesting over three years, while the restricted stock units vest in three equal annual installments beginning February 13, 2027.

How did Jason Douglas White’s SSNC common stock holdings change after these transactions?

After the February 13, 2026 performance stock unit conversion and related tax share withholding, he directly held 51,170 common shares. Subsequent restricted stock unit conversion and tax withholding on February 14, 2026 resulted in 53,801 common shares held directly, reflecting a net increase in his ownership.

What price was used for the SSNC tax-withholding share dispositions?

The tax-withholding dispositions used a price of $72.09 per share. Shares delivered or withheld at this price were used to satisfy tax liabilities tied to the vesting and conversion of equity awards, rather than representing elective open-market sales by Jason Douglas White.