SS&C Technologies Holdings Inc·4

Feb 23, 6:04 PM ET

White Jason Douglas 4

4 · SS&C Technologies Holdings Inc · Filed Feb 23, 2026

Research Summary

AI-generated summary of this filing

Updated

SS&C (SSNC) SVP Jason White Converts RSUs; 3,047 Shares Withheld

What Happened
Jason Douglas White, SVP & General Counsel of SS&C Technologies (SSNC), had 5,966 restricted/performance stock units convert into common shares on Feb 22, 2026. Of those, 3,047 shares were withheld to satisfy tax withholding obligations at $71.38 per share (value $217,495), leaving a net delivery of approximately 2,919 shares to Mr. White. The filing (Form 4) was submitted on Feb 23, 2026.

Key Details

  • Transaction date: 2026-02-22; Form filed: 2026-02-23 (timely, one day after).
  • Conversion/exercise reported as code M (exercise/conversion of derivative) for 5,966 shares; a separate code F (payment of exercise price or tax liability) shows 3,047 shares disposed at $71.38 for tax withholding (value $217,495).
  • Net shares delivered to insider ≈ 2,919 (5,966 converted − 3,047 withheld).
  • Shares owned after the transaction: not specified in the filing.
  • Footnotes: F1 notes RSUs/PSUs convert 1-for-1 to common stock; F2 references a Feb 22, 2024 grant of 17,432 RSUs (vesting in three equal annual installments) and that 156 dividend-equivalent rights are included in the reported counts.

Context
This was a vested RSU/performance-unit conversion with shares withheld to cover tax obligations — a routine compensation event rather than an open‑market buy or sale. The withholding (code F) effectively functions like a cashless tax payment and does not necessarily signal a buy/sell decision by the insider.

Insider Transaction Report

Form 4
Period: 2026-02-22
White Jason Douglas
SVP & General Counsel
Transactions
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-02-22+5,96659,767 total
  • Tax Payment

    Common Stock

    2026-02-22$71.38/sh3,047$217,49556,720 total
  • Exercise/Conversion

    Restricted Stock Units

    [F1][F2]
    2026-02-225,9665,811 total
    Common Stock (5,966 underlying)
Footnotes (2)
  • [F1]Restricted stock units and performance stock units convert into common stock on a one-for-one basis.
  • [F2]On February 22, 2024, the reporting person was granted 17,432 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 156 dividend equivalent rights accrued with respect to the underlying restricted stock units.
Signature
/Jason White/|2026-02-23

Documents

1 file
  • 4
    ownership.xmlPrimary

    4