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.
Positive
- None.
Negative
- None.
Insights
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.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 4,282 | $0.00 | -- |
| Exercise | Common Stock | 4,282 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,651 | $72.09 | $119K |
| Grant/Award | Performance Stock Units | 79,020 | $0.00 | -- |
| Exercise | Performance Stock Units | 79,020 | $0.00 | -- |
| Grant/Award | Stock Option (right to buy) | 73,386 | $0.00 | -- |
| Grant/Award | Restricted Stock Units | 15,606 | $0.00 | -- |
| Exercise | Common Stock | 79,020 | $0.00 | -- |
| Tax Withholding | Common Stock | 40,340 | $72.09 | $2.91M |
Footnotes (1)
- Restricted stock units and performance stock units convert into common stock on a one-for-one basis. 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). 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. The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029. 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.
