Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SS&C Technologies Holdings IncSSNC · Entity 3276 | SVP & General Counsel | March 02, 2026 | March 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SS&C Technologies Holdings Inc
Report date March 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,943 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Exercise / conversion · Acquired 6,585 · Balance 63,305 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-03-02 · Tax withholding · Disposed 3,362 · Balance 59,943 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-02 · Exercise / conversion · Disposed 6,585 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On March 2, 2023, the reporting person was granted 19,014 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 247 dividend equivalent rights accrued with respect to the underlying restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On March 2, 2023, the reporting person was granted 19,014 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 247 dividend equivalent rights accrued with respect to the underlying restricted stock units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 3, 2026 21:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 6,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088342 · ownership.xml · derivative · entry 3 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,585 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: On March 2, 2023, the reporting person was granted 19,014 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 247 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · shares: On March 2, 2023, the reporting person was granted 19,014 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 247 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.exercise_date: On March 2, 2023, the reporting person was granted 19,014 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 247 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On March 2, 2023, the reporting person was granted 19,014 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 247 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 3,362 | $75.19 | $252,788.78 |
DisclosureSEC source: 0001193125-26-088342 · ownership.xml · nonDerivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,943 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 6,585 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-088342 · ownership.xml · nonDerivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,305 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2026 Filed Feb 23, 2026 23:04 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 5,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064517 · ownership.xml · derivative · entry 3 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,811 Underlying: Common Stock · 5,966 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: On February 22, 2024, the reporting person was granted 17,432 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 156 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · shares: On February 22, 2024, the reporting person was granted 17,432 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 156 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.exercise_date: On February 22, 2024, the reporting person was granted 17,432 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 156 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On February 22, 2024, the reporting person was granted 17,432 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 156 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 22, 2026 Filed Feb 23, 2026 23:04 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 3,047 | $71.38 | $217,494.86 |
DisclosureSEC source: 0001193125-26-064517 · ownership.xml · nonDerivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,720 Read SEC document |
| February 22, 2026 Filed Feb 23, 2026 23:04 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 5,966 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-064517 · ownership.xml · nonDerivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,767 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 14, 2026 Filed Feb 19, 2026 01:49 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 4,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 9 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,459 Underlying: Common Stock · 4,282 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_price: On February 14, 2025, the reporting person was granted 12,689 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 52 dividend equivalent rights accrued with respect to the underlying restricted stock units. F5 · shares: On February 14, 2025, the reporting person was granted 12,689 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 52 dividend equivalent rights accrued with respect to the underlying restricted stock units. F5 · derivative.exercise_date: On February 14, 2025, the reporting person was granted 12,689 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 52 dividend equivalent rights accrued with respect to the underlying restricted stock units. F5 · derivative.expiration_date: On February 14, 2025, the reporting person was granted 12,689 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 52 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 14, 2026 Filed Feb 19, 2026 01:49 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 1,651 | $72.09 | $119,020.59 |
DisclosureSEC source: 0001193125-26-057820 · ownership.xml · nonDerivative · entry 4 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,801 Read SEC document |
| February 14, 2026 Filed Feb 19, 2026 01:49 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 4,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057820 · ownership.xml · nonDerivative · entry 3 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:49 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 15,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 8 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,606 Underlying: Common Stock · 15,606 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029. F4 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029. F4 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:49 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 73,386 | $0.00 Strike: $72.09 | $0.00 |
DisclosureSEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 7 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,386 Underlying: Common Stock · 73,386 shares Expires 2036-02-13 F3 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 13, 2027 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:49 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionPerformance Stock Units · Derivative | 79,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 6 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 79,020 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:49 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantPerformance Stock Units · Derivative | 79,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057820 · ownership.xml · derivative · entry 5 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,020 Underlying: Common Stock · 79,020 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · shares: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · derivative.exercise_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). F2 · derivative.expiration_date: The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target). Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:49 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 40,340 | $72.09 | $2,908,110.60 |
DisclosureSEC source: 0001193125-26-057820 · ownership.xml · nonDerivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,170 Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:49 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 79,020 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057820 · ownership.xml · nonDerivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,510 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units and performance stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:23 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 3,321 | $89.05 | $295,735.05 |
DisclosureSEC source: 0000950170-25-032811 · ownership.xml · nonDerivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,490 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:23 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 6,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-032811 · ownership.xml · nonDerivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,811 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 02, 2025 Filed Mar 5, 2025 01:23 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 6,515 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032811 · ownership.xml · derivative · entry 3 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,338 Underlying: Common Stock · 6,515 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On March 2, 2023, the reporting person was granted 19,014 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 177 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On March 2, 2023, the reporting person was granted 19,014 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 177 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.underlying_shares: On March 2, 2023, the reporting person was granted 19,014 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 177 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 01:47 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Tax withholdingCommon Stock | 3,010 | $88.60 | $266,686.00 |
DisclosureSEC source: 0000950170-25-027187 · ownership.xml · nonDerivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,296 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 01:47 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 5,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-027187 · ownership.xml · nonDerivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,306 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2025 Filed Feb 26, 2025 01:47 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 5,894 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-027187 · ownership.xml · derivative · entry 3 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,622 Underlying: Common Stock · 5,894 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 22, 2024, the reporting person was granted 17,432 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 84 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On February 22, 2024, the reporting person was granted 17,432 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 84 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.underlying_shares: On February 22, 2024, the reporting person was granted 17,432 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 84 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $59.17 | $0.00 |
DisclosureSEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 9 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,920 Underlying: Common Stock · 62,920 shares Expires 2033-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option is a time-vesting stock option that vested as to 1/3 on March 2, 2024 and vests as to an additional 1/3 on each of March 2, 2025 and March 2, 2026. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 56,000 | $0.00 Strike: $50.01 | $0.00 |
DisclosureSEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 8 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,000 shares Expires 2028-04-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The option is a time-vesting stock option that vested in full on April 24, 2022. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 15,000 | $88.96 | $1,334,440.50 |
DisclosureSEC source: 0000950170-25-023318 · ownership.xml · nonDerivative · entry 4 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,412 F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $88.725 to $89.180. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 15,000 | $59.17 | $887,550.00 |
DisclosureSEC source: 0000950170-25-023318 · ownership.xml · nonDerivative · entry 3 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,412 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 56,000 | $88.96 | $4,981,911.20 |
DisclosureSEC source: 0000950170-25-023318 · ownership.xml · nonDerivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,412 F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $88.725 to $89.180. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 56,000 | $50.01 | $2,800,560.00 |
DisclosureSEC source: 0000950170-25-023318 · ownership.xml · nonDerivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,412 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 12,689 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 7 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,689 Underlying: Common Stock · 12,689 shares Expires not disclosed F4 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028. F4 · shares: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028. F4 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028. F4 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 55,694 | $0.00 Strike: $88.66 | $0.00 |
DisclosureSEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 6 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,694 Underlying: Common Stock · 55,694 shares Expires 2035-02-14 F3 · shares: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. F3 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:00 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 73,584 | $0.00 Strike: $81.40 | $0.00 |
DisclosureSEC source: 0000950170-25-023318 · ownership.xml · derivative · entry 5 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,584 Underlying: Common Stock · 73,584 shares Expires 2031-12-22 F2 · shares: On December 22, 2021, the reporting person was granted a stock option to purchase a target number of 90,000 shares of common stock which vests based on the achievement of certain performance criteria over a 2022-2024 performance period, subject to the reporting persons continued employment through the final determination of the satisfaction of the performance goals. On February 14, 2025, the performance criteria applicable to the option were certified, resulting in vesting of the option as to 73,584 shares. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:15 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $44.61 | $0.00 |
DisclosureSEC source: 0000950170-24-131495 · ownership.xml · derivative · entry 6 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2028-12-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is a "time-based" option that vested in full on December 18, 2022. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:15 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 29,000 | $0.00 Strike: $50.01 | $0.00 |
DisclosureSEC source: 0000950170-24-131495 · ownership.xml · derivative · entry 5 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,000 Underlying: Common Stock · 85,000 shares Expires 2028-04-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option is a "time-based" option that vested in full on April 24, 2022. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:15 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Sock | 40,000 | $77.07 | $3,082,964.00 |
DisclosureSEC source: 0000950170-24-131495 · ownership.xml · nonDerivative · entry 4 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,412 F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $76.8450 to $77.2300. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:15 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 40,000 | $44.61 | $1,784,400.00 |
DisclosureSEC source: 0000950170-24-131495 · ownership.xml · nonDerivative · entry 3 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,412 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:15 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | SaleCommon Stock | 29,000 | $77.07 | $2,235,148.90 |
DisclosureSEC source: 0000950170-24-131495 · ownership.xml · nonDerivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,412 F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $76.8450 to $77.2300. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 21:15 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 29,000 | $50.01 | $1,450,290.00 |
DisclosureSEC source: 0000950170-24-131495 · ownership.xml · nonDerivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,412 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 00:56 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 6,412 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004472 · doc4.xml · nonDerivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,412 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 02, 2024 Filed Mar 6, 2024 00:56 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 6,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004472 · doc4.xml · derivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,676 Underlying: Common Stock · 6,412 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · shares: On March 2, 2023, the reporting person was granted 19,014 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 74 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.exercise_date: On March 2, 2023, the reporting person was granted 19,014 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 74 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.expiration_date: On March 2, 2023, the reporting person was granted 19,014 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 74 dividend equivalent rights accrued with respect to the underlying restricted stock units. F2 · derivative.underlying_shares: On March 2, 2023, the reporting person was granted 19,014 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 74 dividend equivalent rights accrued with respect to the underlying restricted stock units. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:42 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 17,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003954 · doc4.xml · derivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,432 Underlying: Common Stock · 17,432 shares Expires not disclosed F2 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027. F2 · shares: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027. F2 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027. F2 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:42 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 65,598 | $0.00 Strike: $64.54 | $0.00 |
DisclosureSEC source: 0001209191-24-003954 · doc4.xml · derivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,598 Underlying: Common Stock · 65,598 shares Expires 2034-02-22 F1 · shares: Represents a time-vesting stock option, which vests as to one quarter on February 22, 2025 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. F1 · derivative.exercise_date: Represents a time-vesting stock option, which vests as to one quarter on February 22, 2025 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:50 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantRestricted Stock Units · Derivative | 19,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016551 · doc4.xml · derivative · entry 2 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,014 Underlying: Common Stock · 19,014 shares Expires not disclosed F2 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of March 2, 2024, 2025 and 2026. F2 · shares: The Restricted Stock Units vest 1/3 on each of March 2, 2024, 2025 and 2026. F1 · derivative.exercise_date: One quarter vests on March 2, 2024 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. F2 · derivative.expiration_date: The Restricted Stock Units vest 1/3 on each of March 2, 2024, 2025 and 2026. Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:50 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 62,920 | $0.00 Strike: $59.17 | $0.00 |
DisclosureSEC source: 0001209191-23-016551 · doc4.xml · derivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,920 Underlying: Common Stock · 62,920 shares Expires 2033-03-02 F1 · shares: One quarter vests on March 2, 2024 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. F1 · derivative.exercise_date: One quarter vests on March 2, 2024 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| December 22, 2021 Filed Dec 24, 2021 01:55 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 90,000 | $0.00 Strike: $81.40 | $0.00 |
DisclosureSEC source: 0001209191-21-071186 · doc4.xml · derivative · entry 1 White Jason Douglas · CIK 0001882795 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 shares Expires 2031-12-22 F1 · derivative.exercise_date: One quarter vests on December 22, 2022 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.