SS&C director exercises RSUs, gets new grant
SS&C Technologies Holdings Inc director Debra Walton reported routine equity compensation activity.
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 Trade Summary
2,580 shares exercised/converted
Exercise
3 txns
Insider
Walton Debra
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 2,580 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units | 3,200 | $0.00 | $0.00 |
| Exercise | Common Stock | 2,580 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Stock Units — 3,200 contracts (Direct);
Common Stock — 7,600 shares (Direct)
Footnotes (3)
- F1. Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.
- F2. Restricted stock units convert into common stock on a one-for-one basis.
- F3. 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.
Key Figures
RSUs exercised into common stock: 2,580 shares
New RSU grant: 3,200 units
Common shares held after transactions: 7,600 shares
+2 more
5 metrics
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
Key Terms
Restricted Stock Units, dividend equivalent rights, vest, annual general meeting of stockholders
4 terms
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"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
