STONE WILLIAM C 4

4 · SS&C Technologies Holdings Inc · Filed Feb 18, 2026

AI-generated summary of this filing

Updated Feb 19, 2026

SS&C (SSNC) 10% Owner William C. Stone Exercises/Receives Awards

What Happened

William C. Stone (reported as a 10% owner) had a mix of equity awards vest/convert and option/derivative conversions on Feb 13–14, 2026. The filing shows awards/vests of 263,394; 244,619; and 52,019 shares on Feb 13 (all reported at $0), plus 14,273 shares on Feb 14. In aggregate the filing reports ~574,305 shares converted/received and ~277,667 shares disposed (both disposals reported at $0). No cash amounts were reported for the awards/conversions.
The Feb 13 conversion includes performance stock units that were certified at 200% of target (see footnote F2), which increased the number of shares vesting. The disposals reported at $0 often reflect net settlement or withholding but are shown here as disposals in the filing.

Key Details

Transaction dates: Feb 13, 2026 (major vest/conversions) and Feb 14, 2026 (additional conversion/exercise).
Reported share amounts: awards/vests of 263,394; 244,619; 52,019 (Feb 13) and 14,273 (Feb 14). Disposals reported: 263,394 (Feb 13) and 14,273 (Feb 14), both at $0.
Prices/values: all award/conversion entries reported at $0.00 per share (derivative conversions/awards), so no cash values listed.
Footnotes of interest:
- F1: RSUs and PSUs convert 1-for-1 into common stock.
- F2: PSUs were granted Mar 2, 2023 and certified Feb 13, 2026 at 200% of target (includes dividend equivalents).
- F3–F5: describe vesting schedules for other awards/options referenced in the filing.
Shares owned after the transaction: not disclosed in the excerpt provided.
Filing timeliness: transaction report filed Feb 18, 2026. Given the Feb 13–14 transaction dates, the Form 4 was submitted on Feb 18 and appears to meet the SEC’s 2-business-day reporting window (filing does not indicate a late filing flag).

Context

These entries are primarily conversions/vesting of restricted and performance units (derivative-to-common stock conversions). The filing also shows disposals at $0, which frequently represent shares withheld to satisfy tax withholding or net settlement in connection with vesting (the filing itself does not state the reason).
As a 10% owner (not necessarily an executive trading on routine open-market buys/sells), Stone’s activity reflects compensation vesting and derivative conversions rather than an open-market purchase or sale for investment purposes. For retail investors, vested awards increase insider share exposure but do not by themselves signal a deliberate buy/sell decision.

Form 4

Period: 2026-02-13

DirectorChairman of the Board & CEO10% Owner

Transactions

Exercise/Conversion
Common Stock
[F1]
2026-02-13+263,394→ 32,414,696 total
Exercise/Conversion
Common Stock
[F1]
2026-02-14+14,273→ 32,428,969 total
Award
Performance Stock Units
[F1][F2]
2026-02-13+263,394→ 263,394 total
→ Common Stock (263,394 underlying)
Exercise/Conversion
Performance Stock Units
[F1][F2]
2026-02-13−263,394→ 0 total
→ Common Stock (263,394 underlying)
Award
Stock Option (right to buy)
[F3]
2026-02-13+244,619→ 244,619 total
Exercise: $72.09Exp: 2036-02-13→ Common Stock (244,619 underlying)
Award
Restricted Stock Units
[F1][F4]
2026-02-13+52,019→ 52,019 total
→ Common Stock (52,019 underlying)
Exercise/Conversion
Restricted Stock Units
[F1][F5]
2026-02-14−14,273→ 28,198 total
→ Common Stock (14,273 underlying)

Footnotes (5)

[F1]Restricted stock units and performance stock units convert into common stock on a one-for-one basis.
[F2]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).
[F3]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.
[F4]The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.
[F5]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.

Signature

/Jason White/, attorney-in-fact for William C. Stone|2026-02-18

1 file