Every Form 4 that SS&C Technologies Inc (SSNC) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow SSNC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SSNC filings page.
SS&C Technologies Holdings Inc (SSNC) reported insider equity activity by EVP & CFO Brian N. Schell. On August 15, 2026, 40,170 restricted stock units were exercised, converting on a one-for-one basis into 40,170 shares of common stock. On the same date, 17,937 common shares were delivered or withheld at $81.50 per share for payment of exercise price or tax liability. Following the transaction, the reported restricted stock unit position from this grant was reduced to 0.
SS&C Technologies Holdings director Michael Jay Zamkow reported a mix of stock sales, option exercises, and equity awards. He exercised stock options and vested restricted stock units to acquire a total of 8,580 shares of common stock, and received a new grant of 3,200 restricted stock units that each convert into one share.
On two dates he sold 6,000 common shares in open-market transactions at weighted average prices around $66.7 per share. After these trades, he holds 18,404 common shares directly. Additional common shares are held in brokerage and family trust accounts associated with him, but he disclaims beneficial ownership of those securities except for any pecuniary interest.
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.
SS&C Technologies Holdings Inc director David Varsano reported compensation-related equity activity. On May 20, 2026, previously granted restricted stock units vested and were converted into 2,580 shares of Common Stock, including 33 dividend equivalent rights, increasing his direct holdings to 89,004 shares.
On the same date, Varsano also received a new award of 3,200 restricted stock units. According to the disclosure, these units 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 held in fiscal 2027. The filing shows only awards and conversions, with no open-market purchases or sales.
SS&C Technologies Holdings director Francesco Paolo Vanni d'Archirafi reported routine equity compensation activity. On May 20, 2026, 2,580 restricted stock units vested and converted into 2,580 shares of common stock, reflecting earlier grants that also accrued 33 dividend equivalent rights.
He was also granted 3,200 new restricted stock units, each convertible into one share of common stock on a one-for-one basis. Following these transactions, he directly holds 3,804 shares of common stock and continues to have 3,200 restricted stock units outstanding, which vest 100% on the earlier of the first anniversary of the grant date or the issuer's fiscal 2027 annual general meeting of stockholders.
SS&C Technologies Holdings Inc director Jonathan E. Michael reported multiple equity transactions in company stock. He exercised stock options and vested restricted stock units to acquire a total of 8,580 common shares, including 6,000 shares from options at a $30.445 exercise price and 2,580 shares from vested restricted stock units.
On the same date, he sold 2,740 common shares in an open-market transaction at $66.86 per share. After these transactions, he holds 79,384 common shares directly and 67,679 common shares indirectly through a trust, along with a new grant of 3,200 restricted stock units that will convert into common stock on a one-for-one basis.
SS&C Technologies Holdings director Smita Conjeevaram reported equity compensation activity involving restricted stock units and common shares. On May 20, 2026, 2,580 restricted stock units vested and were exercised into common stock, bringing her directly held common stock to 15,504 shares.
The filing also shows a grant of 3,200 new restricted stock units, which each convert into one share of common stock. Footnotes state that settlement of shares from the vested units, including related dividend equivalent rights, has been deferred to June 1, 2028, and settlement for the new grant is deferred to June 1, 2029.
SS&C Technologies Holdings director Normand A. Boulanger reported equity compensation activity involving company shares. On May 20, 2026, previously granted restricted stock units vested and were exercised into 2,580 shares of common stock, including 33 dividend equivalent rights. After this conversion, Boulanger directly holds 389,504 shares of common stock.
On the same date, Boulanger also received a new grant of 3,200 restricted stock units, each convertible into one share of common stock. These restricted stock units 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.
SS&C Technologies Holdings Inc director David Varsano exercised stock options to acquire 6,000 shares of Common Stock. The options were exercised at a price of $30.445 per share. Following the transaction, Varsano directly owns 86,424 shares of Common Stock. The stock option was fully vested as of the grant date.
SS&C Technologies Holdings Inc director Francesco Paolo Vanni d'Archirafi acquired 1,224 common shares through a restricted stock unit conversion. On March 24, 2026, 1,224 restricted stock units, including 15 dividend equivalent rights, converted into 1,224 shares of common stock on a one-for-one basis at a stated price of $0.00 per unit. After this compensation-related event, he directly holds 1,224 common shares, with no remaining restricted stock units from this grant reported in the filing and no share sales disclosed.
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.
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.
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.
SS&C Technologies Holdings President & COO Rahul Kanwar converted 15,913 restricted stock units into common stock at $0 per share, reflecting an equity award vesting. To cover tax obligations, 8,801 common shares were disposed of at $71.38 per share, leaving him with 182,521 directly held common shares.
SS&C Technologies Holdings Inc reported that SVP & General Counsel Jason Douglas White exercised equity awards. On February 22, 2026, 5,966 restricted stock units converted into an equal number of common shares at $0.0000 per share, leaving 5,811 restricted stock units outstanding. To cover tax obligations related to this vesting, 3,047 common shares were withheld and disposed of at $71.3800 per share, resulting in 56,720 common shares held directly after the transactions. The restricted stock unit holdings include 156 dividend equivalent rights tied to the underlying awards.
SS&C Technologies Holdings EVP & CFO Brian N. Schell reported equity award transactions involving restricted stock units and common stock. On February 22, 2026, he exercised 5,304 restricted stock units that converted into 5,304 shares of common stock at $0.0000 per share. A related tax-withholding disposition of 2,369 common shares occurred at $71.3800 per share to cover obligations. After these transactions, he directly held 92,079 shares of common stock and 5,165 restricted stock units.
SS&C Technologies Holdings Chairman and CEO William C. Stone reported an equity award vesting and conversion. On February 22, 2026, 19,890 restricted stock units were exercised and converted into 19,890 shares of common stock at a price of $0.00 per share. Following the transaction, he directly owned 32,448,859 shares of common stock and 19,368 restricted stock units.
SS&C Technologies Holdings senior vice president and general counsel Jason Douglas White reported multiple equity compensation transactions. On February 13, 2026, he acquired 79,020 performance stock units, which, per prior performance certification for FY2023–FY2025 at 200% of target, converted into 79,020 shares of common stock at no cost, with 40,340 shares delivered to cover tax obligations at a price of $72.09 per share, leaving 51,170 shares owned.
That same day, he received a time-vesting stock option for 73,386 shares and 15,606 restricted stock units, both with future vesting schedules. On February 14, 2026, 4,282 restricted stock units converted into common stock, again at no cost, with 1,651 shares withheld at $72.09 per share for taxes, resulting in 53,801 common shares held directly.
SS&C Technologies Holdings executive vice president and CFO Brian N. Schell reported multiple equity compensation transactions in company securities. He received grants of 73,588 performance stock units, 65,232 stock options, and 13,872 restricted stock units on February 13, 2026.
The performance stock units were originally granted on August 15, 2023 and became eligible to vest after the Compensation Committee certified on February 13, 2026 that performance goals for the FY2023–FY2025 period were achieved at 200% of target. These units, together with dividend equivalent rights, converted into an equal number of common shares on a one-for-one basis.
Common shares were also issued upon conversion of restricted stock units and performance stock units, and the filing shows dispositions of 32,858 and 1,780 common shares at $72.0900 per share to cover tax withholding obligations. After these transactions, Schell continued to hold a significant number of common shares and unvested equity awards.
SS&C Technologies Holdings Inc President & COO Rahul Kanwar reported multiple equity award transactions. On February 13, 2026, a performance stock unit award of 210,715 units (including 3,954 dividend equivalent rights tied to FY2023–FY2025 goals achieved at 200% of target) vested and converted one-for-one into common stock. He also received new grants of 195,695 time-vesting stock options and 41,615 restricted stock units, which vest over several years. On February 13 and 14, 2026, vested performance and restricted stock units converted into a total of 222,133 common shares, while the company withheld 116,158 and 4,663 shares at a price of $72.09 per share to cover tax obligations. After these transactions, Kanwar directly owned 175,409 shares of common stock and held additional unvested equity awards.
SS&C Technologies Holdings Inc Chairman and CEO William C. Stone reported several equity compensation transactions. On February 13, 2026, he received grants of 263,394 Performance Stock Units, 244,619 stock options, and 52,019 Restricted Stock Units.
That same day, 263,394 Performance Stock Units were exercised and converted into an equal number of common shares after performance for FY2023–FY2025 was certified at 200% of target. On February 14, 2026, 14,273 Restricted Stock Units were also converted into common stock, increasing his directly held common shares to 32,428,969.
SS&C Technologies Holdings (SSNC) director transaction: On 11/25/2025, a director exercised a stock option to acquire 200,000 shares of common stock at an exercise price of $33.89 per share. On the same date, the director sold 150,000 shares of common stock in an open-market transaction at a weighted average price of $85.8542 per share, with individual sale prices ranging from $85.75 to $86.025. Following these transactions, the director beneficially owns 386,924 shares of SS&C common stock directly, and no stock options remain outstanding from this grant, which had fully vested on December 22, 2019.
SS&C Technologies (SSNC) insider activity: Chairman & CEO William C. Stone, also a Director and 10% Owner, exercised stock options on 10/13/2025. He acquired 420,000 shares of common stock via an option exercise (Code M) at $33.89 per share and reported direct ownership of 32,299,302 shares after the transaction. The exercised award covered 420,000 underlying shares; the option was time-based, vested in full on 12/22/2019, and carries an expiration date of 12/22/2025.