SS&C exec nets shares from RSU vesting, tax sale

SS&C Technologies Holdings senior vice president and general counsel Jason Douglas White reported equity transactions tied to restricted stock unit vesting.

Rhea-AI Filing Summary

SS&C Technologies Holdings senior vice president and general counsel Jason Douglas White reported equity transactions tied to restricted stock unit vesting. On March 2, 2026, 6,585 restricted stock units were converted into 6,585 shares of common stock at no cost, increasing his direct holdings.

On the same date, 3,362 common shares were disposed of at $75.19 per share to cover tax obligations, a tax-withholding disposition rather than an open-market sale. After these moves, he directly held 59,943 shares of SS&C Technologies common stock.

Insider Trade Summary

6,585 shares exercised/converted

Exercise 3 txns

Insider White Jason Douglas

Role SVP & General Counsel

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	6,585	$0.00	$0.00
Exercise	Common Stock	6,585	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	3,362	$75.19	$253K

Holdings After Transaction: Restricted Stock Units — 0 contracts (Direct); Common Stock — 59,943 shares (Direct)

Footnotes (2)

1. F1. Restricted stock units convert into common stock on a one-for-one basis.
2. F2. On March 2, 2023, the reporting person was granted 19,014 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 247 dividend equivalent rights accrued with respect to the underlying restricted stock units.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transactions did SSNC executive Jason Douglas White report?

Jason Douglas White reported RSU-related transactions. 6,585 restricted stock units converted into common stock, and 3,362 common shares were disposed of to satisfy tax withholding. These changes left him with 59,943 directly held SS&C Technologies shares.

Were Jason Douglas White’s SSNC stock transactions open-market buys or sells?

The transactions were not open-market trades. RSUs converted into 6,585 common shares at no cost, and 3,362 shares were disposed of as a tax-withholding transaction, covering obligations from the vesting rather than representing a discretionary stock sale.

How many SSNC shares does Jason Douglas White hold after this Form 4?

After the reported transactions, Jason Douglas White directly owns 59,943 SS&C Technologies common shares. This reflects RSU conversion into stock and subsequent share disposition for tax withholding tied to the March 2, 2026 vesting event.

What price was used for Jason Douglas White’s SSNC tax-withholding shares?

Shares used for tax withholding were valued at $75.19 each. A total of 3,362 common shares were disposed of at this price to cover tax liabilities arising from the restricted stock unit vesting on March 2, 2026.

How did RSUs affect Jason Douglas White’s SSNC share count?

Restricted stock units converted one-for-one into common shares, adding 6,585 SS&C Technologies shares to Jason Douglas White’s direct holdings. This RSU conversion increased his ownership before part of the stock was used to satisfy associated tax obligations.

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 03/03/2026 - 04:30 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)
03/02/2026

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	03/02/2026		M		6,585	A	(1)	63,305	D
Common Stock	03/02/2026		F		3,362	D	$75.19	59,943	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)	03/02/2026		M			6,585(2)	(2)	(2)	Common Stock	6,585	$0	0	D

Explanation of Responses:

1. Restricted stock units convert into common stock on a one-for-one basis.

2. On March 2, 2023, the reporting person was granted 19,014 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 247 dividend equivalent rights accrued with respect to the underlying restricted stock units.

	/Jason White/	03/03/2026
	** 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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