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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.
Janus Henderson Group plc filed an amended Schedule 13G reporting beneficial ownership of 14,017,309 shares of SS&C Technologies Holdings, Inc. common stock, representing 5.7% of the class as of December 31, 2025.
The shares are held across various managed portfolios advised by Janus Henderson’s investment adviser subsidiaries, which have shared power to vote and dispose of all 14,017,309 shares and no sole voting or dispositive power. The managed portfolios, not Janus Henderson, are entitled to dividends and sale proceeds, and Janus Henderson disclaims ownership of those economic rights. The filing states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of SS&C.
SS&C Technologies Holdings, Inc. received an updated ownership report from its Chief Executive Officer, William C. Stone, covering his holdings as of December 31, 2025. He is reported to beneficially own 35,202,277 shares of common stock, representing 14.3% of the outstanding class.
This total includes 32,447,241 shares outstanding plus an additional 2,775,036 shares tied to restricted stock units and stock options that were vested as of December 31, 2025 or within 60 days after that date. Stone is listed as having sole voting and dispositive power over all of these shares, with no shared voting or disposition authority.
SS&C Technologies Holdings, Inc. furnished an 8-K to announce its financial results for the quarter and fiscal year ended December 31, 2025. The company provided a detailed press release and an earnings presentation as Exhibits 99.1 and 99.2, offering more complete information on its performance. These materials are designated as furnished, not filed, which limits their use for certain legal purposes under securities laws.
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.