Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SS&C Technologies Holdings IncSSNC · Entity 3276 | Director · Chairman of the Board & CEO · 10% owner | March 02, 2026 | March 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SS&C Technologies Holdings Inc
Report date March 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,470,808 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2026-03-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 3, 2026 16:30 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionRestricted Stock Units · Derivative | 21,949 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.