STOCK TITAN

SS&C Technologies (SSNC) director receives new RSU grant and shares

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

Rhea-AI Filing Summary

SS&C Technologies Holdings Inc director Debra Walton reported routine equity compensation activity. She exercised vested restricted stock units, acquiring 2,580 shares of common stock, which include 33 dividend equivalent rights. Following this, she directly holds 7,600 common shares. She also received a new grant of 3,200 restricted stock units, which convert into common stock on a one-for-one basis and vest 100% on the earlier of the first anniversary of the grant date or the issuer’s annual general meeting of stockholders in fiscal 2027.

Positive

  • None.

Negative

  • None.
Insider Walton Debra
Role null
Type Security Shares Price Value
Exercise Restricted Stock Units 2,580 $0.00 --
Grant/Award Restricted Stock Units 3,200 $0.00 --
Exercise Common Stock 2,580 $0.00 --
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Common Stock — 7,600 shares (Direct, null)
Footnotes (1)
  1. Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon. Restricted stock units convert into common stock on a one-for-one basis. The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027.
RSUs exercised into common stock 2,580 shares Restricted stock units vested and converted, including 33 dividend equivalents
New RSU grant 3,200 units Award to Debra Walton, each unit convertible into one common share
Common shares held after transactions 7,600 shares Direct ownership following RSU vesting and conversion
Dividend equivalent rights included 33 rights Accrued on vested restricted stock units and delivered as part of 2,580 shares
RSU vesting condition First anniversary or fiscal 2027 AGM New RSUs vest 100% on earlier of these dates
Restricted Stock Units financial
"Reflects the vesting of restricted stock units granted to the reporting person"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
dividend equivalent rights financial
"together with 33 dividend equivalent rights accrued thereon"
Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.
vest financial
"The restricted stock units vest 100% on the earlier of (i) the first anniversary"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
annual general meeting of stockholders financial
"the date of the issuer's annual general meeting of stockholders held in fiscal 2027"
SEC Form 4
FORM 4UNITED 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*
Walton Debra

(Last)(First)(Middle)
80 LAMBERTON ROAD

(Street)
WINDSOR CONNECTICUT 06095

(City)(State)(Zip)

UNITED STATES

(Country)
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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock05/20/2026M(1)2,580(1)A(2)7,600D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(2)05/20/2026M(1)2,580 (1) (1)Common Stock2,580(1)$00D
Restricted Stock Units(2)05/20/2026A3,200(3) (3) (3)Common Stock3,200$03,200D
Explanation of Responses:
1. Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.
2. Restricted stock units convert into common stock on a one-for-one basis.
3. The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027.
Jason White, Attorney-in-fact for Debra Walton-Ruskin05/22/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did Debra Walton report at SS&C Technologies (SSNC)?

Debra Walton reported equity compensation transactions, not open-market trades. She exercised 2,580 previously granted restricted stock units into common stock and received a new grant of 3,200 restricted stock units that will vest based on time and company meeting conditions.

How many SS&C Technologies shares does Debra Walton hold after this Form 4?

After these transactions, Debra Walton directly holds 7,600 shares of SS&C Technologies common stock. In addition, she has 3,200 restricted stock units outstanding, which represent a right to receive the same number of common shares when the vesting conditions are satisfied in the future.

What restricted stock unit activity did SS&C Technologies (SSNC) disclose for Debra Walton?

The filing shows 2,580 restricted stock units vested and converted into common stock, including 33 dividend equivalent rights. It also records a new award of 3,200 restricted stock units, which will vest 100% on a stated future date tied to time and the company’s annual meeting.

Were Debra Walton’s SS&C Technologies transactions open-market buys or sales?

No, the reported activity reflects equity compensation, not market trading. The Form 4 shows an exercise of restricted stock units into common shares and a new restricted stock unit grant, with no open-market purchases or sales of SS&C Technologies stock disclosed in this filing.

When will Debra Walton’s new SS&C restricted stock units vest?

The 3,200 new restricted stock units will vest 100% on the earlier of the first anniversary of the grant date or the issuer’s annual general meeting of stockholders held in fiscal 2027, at which time they convert into an equal number of common shares.