STONE WILLIAM C 4
4 · SS&C Technologies Holdings Inc · Filed Mar 3, 2026
Research Summary
AI-generated summary of this filing
SS&C (SSNC) 10% Owner William C. Stone Exercises RSUs
What Happened
- William C. Stone, reported as a 10% owner of SS&C Technologies Holdings Inc. (SSNC), reported the conversion/exercise of restricted‑stock‑unit type derivatives on March 2, 2026. The filing shows an acquisition of 21,949 shares and a simultaneous disposition of 21,949 shares at $0.00, with no cash proceeds reported.
Key Details
- Transaction date: March 2, 2026; Form 4 filed March 3, 2026 (filed within the normal reporting window).
- Reported entries: 21,949 shares acquired (derivative conversion, code M) and 21,949 shares disposed at $0.00.
- Price/Value: Acquisition price listed as N/A; disposition price listed as $0.00 — the filing shows no cash received.
- Shares owned after the transaction: Not disclosed in the provided excerpt.
- Footnotes: F1 states restricted stock units (RSUs) convert one‑for‑one into common stock. F2 notes the RSUs were from a March 2, 2023 grant of 63,377 RSUs (vesting in three equal annual installments) and that the reported number includes 823 dividend equivalent rights.
- Insider status: Stone is a 10% owner — a significant shareholder transaction rather than typical executive open‑market trading.
Context
- The filing records a derivative conversion (code M). The simultaneous acquisition and $0.00 disposition in the Form 4 reflect the mechanics of RSU conversion/reporting rather than an open‑market sale; no cash proceeds are reported in this filing.
- For retail investors: conversions of RSUs increase issued shares but this filing does not indicate a market sale by the insider.
Insider Transaction Report
Form 4
STONE WILLIAM C
DirectorChairman of the Board & CEO10% Owner
Transactions
- Exercise/Conversion
Common Stock
[F1]2026-03-02+21,949→ 32,470,808 total - Exercise/Conversion
Restricted Stock Units
[F1][F2]2026-03-02−21,949→ 0 total→ Common Stock (21,949 underlying)
Footnotes (2)
- [F1]Restricted stock units convert into common stock on a one-for-one basis.
- [F2]On March 2, 2023, the reporting person was granted 63,377 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 823 dividend equivalent rights accrued with respect to the underlying restricted stock units.
Signature
/Jason White/, attorney-in-fact for William C. Stone|2026-03-03