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SS&C Technologies (SSNC) COO reports RSU exercise and tax share withholding

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

Rhea-AI Filing Summary

SS&C Technologies Holdings Inc President & COO Rahul Kanwar reported equity award activity involving restricted stock units and common shares. On March 2, 2026, he exercised 17,560 restricted stock units, which converted one-for-one into 17,560 shares of common stock. On the same date, 9,711 common shares at $75.19 per share were disposed of to cover tax obligations related to the award. After these transactions, Kanwar directly owned 190,370 shares of SS&C common stock.

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Negative

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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*
Kanwar Rahul

(Last) (First) (Middle)
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)
President & COO
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 17,560 A (1) 200,081 D
Common Stock 03/02/2026 F 9,711 D $75.19 190,370 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 17,560(2) (2) (2) Common Stock 17,560 $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 50,702 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 659 dividend equivalent rights accrued with respect to the underlying restricted stock units.
/Jason White/, attorney-in-fact for Rahul Kanwar 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.
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.

FAQ

What did SSNC President Rahul Kanwar report in this Form 4?

Rahul Kanwar reported exercising 17,560 restricted stock units into common stock and a related tax-withholding share disposition. These transactions reflect scheduled equity award activity rather than an open-market stock purchase or sale, and leave him holding 190,370 SS&C Technologies common shares directly.

How many SSNC restricted stock units did Rahul Kanwar exercise?

Rahul Kanwar exercised 17,560 restricted stock units, which converted into 17,560 shares of SS&C Technologies common stock on a one-for-one basis. These units are part of a prior grant that vests in three equal annual installments starting on the first anniversary of the March 2, 2023 grant date.

Were any SSNC shares sold by Rahul Kanwar on the open market?

No open-market sale is reported. The Form 4 shows 9,711 SS&C Technologies common shares were disposed of at $75.19 per share to satisfy tax withholding obligations related to the equity award, coded as a tax-withholding disposition rather than a discretionary share sale.

How many SSNC shares does Rahul Kanwar own after these transactions?

Following the reported transactions, Rahul Kanwar directly owns 190,370 shares of SS&C Technologies common stock. This figure reflects the conversion of 17,560 restricted stock units into shares and the tax-withholding disposition of 9,711 shares undertaken to cover associated tax liabilities on March 2, 2026.

What are the terms of Rahul Kanwar’s March 2, 2023 SSNC RSU grant?

On March 2, 2023, Rahul Kanwar received 50,702 restricted stock units that vest in three equal annual installments starting on the first anniversary of the grant date. Footnotes indicate 659 additional dividend equivalent rights have accrued on this RSU award alongside the underlying restricted stock units.
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