STONE WILLIAM C 4

What Happened

• William C. Stone, reported as a 10% owner of SS&C Technologies Holdings Inc. (SSNC), reported the exercise/conversion of derivative securities (transaction code M) on Feb 22, 2026. The filing shows 19,890 shares were “acquired” via conversion (price N/A) and the same 19,890 shares were reported as “disposed” at $0.00 (derivative). No cash value is listed for the disposed shares in the filing.

Key Details

• Transaction date: 2026-02-22; Form 4 filed: 2026-02-23 (timely filing).
• Transaction code: M (exercise or conversion of derivative).
• Shares acquired via conversion: 19,890 (price: N/A).
• Shares disposed: 19,890 (reported at $0.00 as derivative).
• Shares owned after the transaction: not specified in the provided excerpt of the filing.
• Footnotes: F1 — Restricted stock units (RSUs) and performance stock units (PSUs) convert one-for-one into common stock. F2 — The filing references a Feb 22, 2024 grant of 58,104 RSUs vesting in three equal annual installments; the reported counts include 522 dividend equivalent rights accrued.
• Filing timeliness: Filed the day after the reported transaction (within Form 4 timing requirements).

Context

• This filing reports a conversion/exercise of derivative awards rather than an open-market purchase or sale. When equal numbers of shares are shown as acquired and disposed (disposed at $0.00), filings commonly reflect conversion plus share surrender or withholding to satisfy tax or other obligations; the Form 4 here does not explicitly state the reason for the disposition. As a 10% owner, Stone’s transactions reflect beneficial-ownership reporting requirements and are not necessarily routine executive open-market trades.