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White Jason Douglas

Disclosed activity across 1 company

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63238
SEC CIK
0001882795

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SS&C Technologies Holdings IncSSNC · Entity 3276SVP & General CounselMarch 02, 2026March 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect59,943 Ending reported balance After 2026-03-02 transaction · row 2
2 source rows · reconciled sequence

Row 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 securityDirect0 Reported balance After 2026-03-02 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.