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 |
|---|---|---|---|---|---|---|
| December 13, 2019 Filed Dec 17, 2019 16:12 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 255,000 | $7.27 | $1,852,575.00 |
DisclosureSEC source: 0001209191-19-060857 · 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: 31,931,624 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 17, 2018 Filed Dec 21, 2018 15:25 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (Right to Buy) · Derivative | 500,000 | $0.00 Strike: $44.28 | $0.00 |
DisclosureSEC source: 0001209191-18-063872 · 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: 500,000 Underlying: Common Stock · 500,000 shares Expires 2028-12-17 F1 · derivative.exercise_date: One quarter vests on December 17, 2019 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| May 01, 2018 Filed May 2, 2018 16:15 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GiftCommon Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027324 · 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: 31,676,624 Read SEC document |
| December 27, 2017 Filed Feb 5, 2018 16:24 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GiftCommon Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007490 · doc5.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: 31,976,624 Read SEC document |
| December 22, 2017 Filed Dec 27, 2017 16:19 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (Right to Buy) · Derivative | 350,000 | $0.00 Strike: $40.44 | $0.00 |
DisclosureSEC source: 0001209191-17-067404 · 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: 350,000 Underlying: Common Stock · 350,000 shares Expires 2027-12-22 F1 · derivative.exercise_date: One quarter vests on December 22, 2018 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| December 21, 2016 Filed Dec 23, 2016 16:15 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (Right to Buy) · Derivative | 300,000 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0001209191-16-156669 · 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: 300,000 Underlying: Common Stock · 300,000 shares Expires 2026-12-21 F1 · derivative.exercise_date: One quarter vests on December 21, 2017 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant. Read SEC document |
| October 03, 2011 Filed Sep 22, 2021 18:40 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (Right to Buy) · Derivative | 280,000 | $0.00 Strike: $6.74 | $0.00 |
DisclosureSEC source: 0001209191-21-057306 · 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: 0 Underlying: Common Stock · 280,000 shares Expires 2021-10-03 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 October 3, 2015. 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.