SS&C Technologies Holdings Inc·4

Feb 23, 6:04 PM ET

White Jason Douglas 4

Research Summary

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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.