White Jason Douglas 4

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

AI-generated summary of this filing

Updated Feb 19, 2026

SS&C SVP Jason White Exercises Awards; Shares Withheld for Taxes

What happened

Jason Douglas White, SVP & General Counsel of SS&C Technologies Holdings, converted/exercised equity awards on Feb 13–14, 2026. According to the Form 4, roughly 172,294 shares were issued to him from awards/conversions (including performance and restricted stock units and an option conversion). To cover tax obligations, 40,340 shares were withheld on Feb 13 and 1,651 shares were withheld on Feb 14 at $72.09 per share, generating approximately $2.908M and $0.119M respectively (total ≈ $3.03M). Net shares issued to him after withholding were about 130,303.

Key details

Transaction dates: Feb 13, 2026 and Feb 14, 2026; Form 4 filed Feb 18, 2026.
Withheld shares for tax: 40,340 @ $72.09 (Feb 13) = $2,908,111; 1,651 @ $72.09 (Feb 14) = $119,021; total ≈ $3,027,132.
Awards/issuances: total reported issuance/conversion ≈ 172,294 shares (includes grants/RSUs/PSUs and an option conversion listed in the filing).
Shares owned after the transactions: not specified in the information provided in this summary.
Footnotes of note:
- F1: RSUs and PSUs convert to common stock on a one-for-one basis.
- F2: Performance stock units were granted Mar 2, 2023 and were certified on Feb 13, 2026 as achieving 200% of target (the reported PSU number includes dividend equivalents).
- F3–F5: describe the vesting schedules for time-vesting options and restricted stock units referenced in the filing.
Filing timeliness: Form 4 was filed on Feb 18, 2026 for transactions on Feb 13–14; Form 4s are normally due within two business days of the transaction, so this filing appears to have been submitted after the usual deadline.

Context

These transactions are primarily award conversions/vestings (A/M codes) with shares withheld to satisfy tax liabilities (F code). The withheld shares are not an open-market sale for investment purposes but a tax-withholding disposition executed in connection with the vesting/conversion. The PSU vesting at 200% of target (per footnote) explains the large issuance of shares on the reported dates.

Form 4

Period: 2026-02-13

SVP & General Counsel

Transactions

Exercise/Conversion
Common Stock
[F1]
2026-02-13+79,020→ 91,510 total
Tax Payment
Common Stock
2026-02-13$72.09/sh−40,340$2,908,111→ 51,170 total
Exercise/Conversion
Common Stock
[F1]
2026-02-14+4,282→ 55,452 total
Tax Payment
Common Stock
2026-02-14$72.09/sh−1,651$119,021→ 53,801 total
Award
Performance Stock Units
[F1][F2]
2026-02-13+79,020→ 79,020 total
→ Common Stock (79,020 underlying)
Exercise/Conversion
Performance Stock Units
[F1][F2]
2026-02-13−79,020→ 0 total
→ Common Stock (79,020 underlying)
Award
Stock Option (right to buy)
[F3]
2026-02-13+73,386→ 73,386 total
Exercise: $72.09Exp: 2036-02-13→ Common Stock (73,386 underlying)
Award
Restricted Stock Units
[F1][F4]
2026-02-13+15,606→ 15,606 total
→ Common Stock (15,606 underlying)
Exercise/Conversion
Restricted Stock Units
[F1][F5]
2026-02-14−4,282→ 8,459 total
→ Common Stock (4,282 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 column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).
[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 12,689 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. The number of securities reported in columns 5 and 7 includes 52 dividend equivalent rights accrued with respect to the underlying restricted stock units.

Signature

/Jason White/|2026-02-18

1 file