SS&C CEO converts 21,949 RSUs to common stock

SS&C Technologies Holdings Chairman and CEO William C. Stone exercised 21,949 restricted stock units, which converted into 21,949 shares of common stock on a one-for-one basis at a price of $0.00 per share.

Rhea-AI Filing Summary

SS&C Technologies Holdings Chairman and CEO William C. Stone exercised 21,949 restricted stock units, which converted into 21,949 shares of common stock on a one-for-one basis at a price of $0.00 per share. Following this RSU conversion, he directly owned 32,470,808 shares of SS&C common stock.

The restricted stock units were part of an award originally granted on March 2, 2023, which was scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date, and the award amount referenced in the filing includes 823 associated dividend equivalent rights.

Insider Trade Summary

21,949 shares exercised/converted

Exercise 2 txns

Insider STONE WILLIAM C

Role Chairman of the Board & CEO

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	21,949	$0.00	$0.00
Exercise	Common Stock	21,949	$0.00	$0.00

Holdings After Transaction: Restricted Stock Units — 0 contracts (Direct); Common Stock — 32,470,808 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 63,377 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 823 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 transaction did SSNC CEO William C. Stone report on this Form 4?

William C. Stone reported exercising 21,949 restricted stock units, which converted into 21,949 shares of SS&C common stock at $0.00 per share. This was a derivative exercise/conversion transaction, not an open-market purchase or sale of stock.

How many SSNC shares does William C. Stone hold after this RSU conversion?

After the RSU conversion, William C. Stone directly owned 32,470,808 shares of SS&C common stock. This figure reflects his direct ownership immediately following the exercise of 21,949 restricted stock units into an equal number of common shares.

What type of security did the SSNC restricted stock units convert into?

The restricted stock units converted into SS&C common stock on a one-for-one basis. Each of the 21,949 restricted stock units became one share of common stock, consistent with the terms described in the filing’s footnotes.

Were the SSNC shares acquired by William C. Stone bought on the open market?

No, the shares were not bought on the open market. They were acquired through the exercise and conversion of 21,949 restricted stock units at $0.00 per share, as indicated by transaction code M and the derivative exercise description.

What are the vesting terms of the SSNC restricted stock unit grant mentioned?

The filing notes a grant of 63,377 restricted stock units on March 2, 2023, vesting in three equal annual installments starting on the first anniversary of the grant date. The reported amount also includes 823 dividend equivalent rights tied to those units.

Does the SSNC Form 4 mention dividend equivalent rights on the RSUs?

Yes. The footnotes explain that the number of securities reported includes 823 dividend equivalent rights. These rights accrued on the underlying restricted stock units and are included in the totals disclosed for that RSU award.

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

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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^*

STONE WILLIAM C

(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)

X	Director	X	10% Owner
X	Officer (give title below)		Other (specify below)
	Chairman of the Board & CEO

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		21,949	A	(1)	32,470,808	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			21,949(2)	(2)	(2)	Common Stock	21,949	$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 63,377 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 823 dividend equivalent rights accrued with respect to the underlying restricted stock units.

	/Jason White/, attorney-in-fact for William C. Stone	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).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
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