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STONE WILLIAM C

Disclosed activity across 1 company

Tapewire entity
63515
SEC CIK
0001032282

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SS&C Technologies Holdings IncSSNC · Entity 3276Director · Chairman of the Board & CEO · 10% ownerMarch 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-derivativeDirect32,470,808 Reported balance After 2026-03-02 transaction · row 1
1 source row

Row 1 · 2026-03-02 · Exercise / conversion · Acquired 21,949 · Balance 32,470,808

F1: Restricted stock units convert into common stock on a one-for-one basis.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-03-02 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-03-02 · Exercise / conversion · Disposed 21,949 · 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 63,377 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 823 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 63,377 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 823 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 16:30 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionRestricted Stock Units · Derivative 21,949 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-088333 · ownership.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 21,949 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 63,377 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 823 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · shares: On March 2, 2023, the reporting person was granted 63,377 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 823 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 63,377 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 823 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 63,377 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 823 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 16:30 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 21,949 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-088333 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,470,808

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 18:00 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionRestricted Stock Units · Derivative 19,890 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064508 · ownership.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,368

Underlying: Common Stock · 19,890 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 58,104 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 522 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F2 · shares: On February 22, 2024, the reporting person was granted 58,104 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 522 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 58,104 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 522 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 58,104 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 522 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 22, 2026 Filed Feb 23, 2026 18:00 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 19,890 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-064508 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,448,859

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 18, 2026 20:42 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionRestricted Stock Units · Derivative 14,273 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 7

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,198

Underlying: Common Stock · 14,273 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 42,297 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 174 dividend equivalent rights accrued with respect to the underlying restricted stock units.

F5 · shares: On February 14, 2025, the reporting person was granted 42,297 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 174 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 42,297 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 174 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 42,297 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 174 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 14, 2026 Filed Feb 18, 2026 20:42 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 14,273 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · nonDerivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,428,969

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 18, 2026 20:42 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantRestricted Stock Units · Derivative 52,019 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 6

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,019

Underlying: Common Stock · 52,019 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 18, 2026 20:42 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantStock Option (right to buy) · Derivative 244,619 $0.00 Strike: $72.09 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 5

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 244,619

Underlying: Common Stock · 244,619 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 18, 2026 20:42 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionPerformance Stock Units · Derivative 263,394 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 4

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 263,394 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 columns 5 and 7 includes 4,943 dividend equivalent rights accrued 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 columns 5 and 7 includes 4,943 dividend equivalent rights accrued 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 columns 5 and 7 includes 4,943 dividend equivalent rights accrued 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 18, 2026 20:42 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantPerformance Stock Units · Derivative 263,394 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · derivative · entry 3

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 263,394

Underlying: Common Stock · 263,394 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 columns 5 and 7 includes 4,943 dividend equivalent rights accrued 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 columns 5 and 7 includes 4,943 dividend equivalent rights accrued 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 columns 5 and 7 includes 4,943 dividend equivalent rights accrued 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 columns 5 and 7 includes 4,943 dividend equivalent rights accrued 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 18, 2026 20:42 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 263,394 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057806 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,414,696

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
December 23, 2025 Filed Dec 29, 2025 16:04 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GiftCommon Stock 148,000 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-335283 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,151,302

Read SEC document
October 13, 2025 Filed Oct 15, 2025 14:12 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (Right to Buy) · Derivative 420,000 $0.00 Strike: $33.89 $0.00
Disclosure

SEC source: 0001193125-25-240094 · ownership.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 420,000 shares

Expires 2025-12-22

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_date: The option is a "time-based" option that vested in full on December 22, 2019.

Read SEC document
October 13, 2025 Filed Oct 15, 2025 14:12 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 420,000 $33.89 $14,233,800.00
Disclosure

SEC source: 0001193125-25-240094 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,299,302

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 03, 2025 Filed Mar 4, 2025 20:16 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 21,729 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032795 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,879,302

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 4, 2025 20:16 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionRestricted Stock Units · Derivative 21,729 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032795 · ownership.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,125

Underlying: Common Stock · 21,729 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 63,377 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 603 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 63,377 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 603 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 63,377 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 603 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 20:49 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 19,647 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-027194 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,857,573

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 25, 2025 20:49 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionRestricted Stock Units · Derivative 19,647 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-027194 · ownership.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,736

Underlying: Common Stock · 19,647 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 February 22, 2024, the reporting person was granted 58,104 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 279 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 58,104 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 279 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 58,104 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 279 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 17:00 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantRestricted Stock Units · Derivative 42,297 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-023320 · ownership.xml · derivative · entry 3

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,297

Underlying: Common Stock · 42,297 shares

Expires not disclosed

F3 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F3 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F3 · 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 17:00 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantStock Option (right to buy) · Derivative 185,644 $0.00 Strike: $88.66 $0.00
Disclosure

SEC source: 0000950170-25-023320 · ownership.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,644

Underlying: Common Stock · 185,644 shares

Expires 2035-02-14

F2 · 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.

F2 · 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 17:00 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantStock Option (right to buy) · Derivative 183,960 $0.00 Strike: $81.40 $0.00
Disclosure

SEC source: 0000950170-25-023320 · ownership.xml · derivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,960

Underlying: Common Stock · 183,960 shares

Expires 2031-12-22

F1 · shares: On December 22, 2021, the reporting person was granted a stock option to purchase a target number of 225,000 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 183,960 shares.

Read SEC document
December 10, 2024 Filed Dec 11, 2024 16:05 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (right to buy) · Derivative 132,700 $0.00 Strike: $28.27 $0.00
Disclosure

SEC source: 0000950170-24-135367 · ownership.xml · derivative · entry 3

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 132,700 shares

Expires 2024-12-19

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 December 19, 2018.

Read SEC document
December 10, 2024 Filed Dec 11, 2024 16:05 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 SaleCommon Stock 132,700 $76.85 $10,197,649.98
Disclosure

SEC source: 0000950170-24-135367 · ownership.xml · nonDerivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,837,926

F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $76.75 to $76.99. 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
December 10, 2024 Filed Dec 11, 2024 16:05 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 132,700 $28.27 $3,750,765.50
Disclosure

SEC source: 0000950170-24-135367 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,970,626

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
December 05, 2024 Filed Dec 9, 2024 16:05 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (right to buy) · Derivative 247,300 $0.00 Strike: $28.27 $0.00
Disclosure

SEC source: 0000950170-24-134504 · ownership.xml · derivative · entry 3

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,700

Underlying: Common Stock · 380,000 shares

Expires 2024-12-19

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 December 19, 2018.

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December 05, 2024 Filed Dec 9, 2024 16:05 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 SaleCommon Stock 247,300 $76.61 $18,944,564.88
Disclosure

SEC source: 0000950170-24-134504 · ownership.xml · nonDerivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,837,926

F1 · price: The price reported is the weighted avergae of the shares sold. The shares were sold at varying prices in the range of $76.50 to $76.80. 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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December 05, 2024 Filed Dec 9, 2024 16:05 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 247,300 $28.27 $6,989,934.50
Disclosure

SEC source: 0000950170-24-134504 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,085,226

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 16:51 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GiftCommon Stock 116,660 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-131581 · ownership.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,837,926

Read SEC document
March 04, 2024 Filed Mar 5, 2024 19:54 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Tax withholdingCommon Stock 8,411 $64.15 $539,565.65
Disclosure

SEC source: 0001209191-24-004468 · doc4.xml · nonDerivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,954,586

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March 04, 2024 Filed Mar 5, 2024 19:54 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 21,373 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-004468 · doc4.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,962,997

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 5, 2024 19:54 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionRestricted Stock Units · Derivative 21,373 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004468 · doc4.xml · derivative · entry 3

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,251

Underlying: Common Stock · 21,373 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 63,377 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 63,377 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 63,377 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.underlying_shares: On March 2, 2023, the reporting person was granted 63,377 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.

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February 22, 2024 Filed Feb 26, 2024 17:39 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantRestricted Stock Units · Derivative 58,104 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003948 · doc4.xml · derivative · entry 3

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,104

Underlying: Common Stock · 58,104 shares

Expires not disclosed

F3 · derivative.exercise_price: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027.

F3 · shares: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027.

F3 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027.

F3 · 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 17:39 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantStock Option (right to buy) · Derivative 218,659 $0.00 Strike: $64.54 $0.00
Disclosure

SEC source: 0001209191-24-003948 · doc4.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,659

Underlying: Common Stock · 218,659 shares

Expires 2034-02-22

F2 · 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.

F2 · 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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February 22, 2024 Filed Feb 26, 2024 17:39 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantStock Option (right to buy) · Derivative 178,245 $0.00 Strike: $68.52 $0.00
Disclosure

SEC source: 0001209191-24-003948 · doc4.xml · derivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178,245

Underlying: Common Stock · 178,245 shares

Expires 2031-03-17

F1 · shares: On March 17, 2021, the reporting person was granted a stock option to purchase a target number of 225,000 shares of common stock which vests based on the achievement of certain performance criteria over a 2021-2023 performance period, subject to the reporting persons continued employment through the final determination of the satisfaction of the performance goals. On February 22, 2024, the performance criteria applicable to the option were certified, resulting in vesting of the option as to 178,245 shares.

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December 22, 2023 Filed Dec 27, 2023 16:22 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GiftCommon Stock 150,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059781 · doc4.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,941,624

Read SEC document
September 07, 2023 Filed Sep 11, 2023 16:10 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (Right to Buy) · Derivative 340,000 $0.00 Strike: $21.10 $0.00
Disclosure

SEC source: 0001209191-23-048919 · doc4.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 340,000 shares

Expires 2023-12-20

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_date: The option is a "time-based" option that vested in full on December 20, 2017.

Read SEC document
September 07, 2023 Filed Sep 11, 2023 16:10 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 340,000 $21.10 $7,174,000.00
Disclosure

SEC source: 0001209191-23-048919 · doc4.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,091,624

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 02, 2023 Filed Mar 6, 2023 20:45 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantRestricted Stock Units · Derivative 63,377 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-016547 · doc4.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,377

Underlying: Common Stock · 63,377 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.

F2 · derivative.exercise_date: The Restricted Stock Units vest 1/3 on each of March 2, 2024, 2025 and 2026.

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 6, 2023 20:45 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantStock Option (right to buy) · Derivative 209,732 $0.00 Strike: $59.17 $0.00
Disclosure

SEC source: 0001209191-23-016547 · doc4.xml · derivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 209,732

Underlying: Common Stock · 209,732 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 12, 2022 Filed Dec 14, 2022 16:15 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (Right to Buy) · Derivative 400,000 $0.00 Strike: $11.22 $0.00
Disclosure

SEC source: 0001209191-22-061188 · doc4.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 400,000 shares

Expires 2022-12-27

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_date: The option is a "time-based" option that vested in full on December 27, 2016.

Read SEC document
December 12, 2022 Filed Dec 14, 2022 16:15 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 400,000 $11.22 $4,488,000.00
Disclosure

SEC source: 0001209191-22-061188 · doc4.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,751,624

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
December 22, 2021 Filed Dec 23, 2021 20:59 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantStock Option (Right to Buy) · Derivative 225,000 $0.00 Strike: $81.40 $0.00
Disclosure

SEC source: 0001209191-21-071192 · doc4.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 225,000

Underlying: Common Stock · 225,000 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
December 16, 2021 Filed Dec 23, 2021 20:59 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GiftCommon Stock 110,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-071192 · doc4.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,351,624

Read SEC document
September 21, 2021 Filed Sep 22, 2021 18:40 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 SaleCommon Stock 280,000 $68.85 $19,276,880.00
Disclosure

SEC source: 0001209191-21-057306 · doc4.xml · nonDerivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,461,624

F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $68.28 to $69.145. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.

Read SEC document
September 21, 2021 Filed Sep 22, 2021 18:40 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 280,000 $6.74 $1,887,200.00
Disclosure

SEC source: 0001209191-21-057306 · doc4.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,741,624

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
December 22, 2020 Filed Dec 28, 2020 16:21 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantStock Option (Right to Buy) · Derivative 225,000 $0.00 Strike: $71.46 $0.00
Disclosure

SEC source: 0001209191-20-065172 · doc4.xml · derivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 225,000

Underlying: Common Stock · 225,000 shares

Expires 2030-12-22

F1 · derivative.exercise_date: One quarter vests on December 22, 2021 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
December 22, 2020 Filed Dec 28, 2020 16:21 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GiftCommon Stock 215,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-065172 · doc4.xml · nonDerivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,461,624

Read SEC document
December 23, 2019 Filed Dec 26, 2019 16:07 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantStock Option (Right to Buy) · Derivative 450,000 $0.00 Strike: $61.16 $0.00
Disclosure

SEC source: 0001209191-19-061925 · doc4.xml · derivative · entry 1

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 450,000

Underlying: Common Stock · 450,000 shares

Expires 2029-12-23

F1 · derivative.exercise_date: One quarter vests on December 23, 2020 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

Read SEC document
December 13, 2019 Filed Dec 17, 2019 16:12 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (Right to Buy) · Derivative 255,000 $0.00 Strike: $7.27 $0.00
Disclosure

SEC source: 0001209191-19-060857 · doc4.xml · derivative · entry 3

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 255,000

Underlying: Common Stock · 255,000 shares

Expires 2020-02-04

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 February 4, 2014.

Read SEC document
December 13, 2019 Filed Dec 17, 2019 16:12 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 SaleCommon Stock 255,000 $58.84 $15,003,307.50
Disclosure

SEC source: 0001209191-19-060857 · doc4.xml · nonDerivative · entry 2

STONE WILLIAM C · CIK 0001032282 · Director · Chairman of the Board & CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,676,624

F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $58.75 to $58.94. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.

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.