SS&C Technologies Holdings Inc·4

May 22, 4:40 PM ET

Walton Debra 4

4 · SS&C Technologies Holdings Inc · Filed May 22, 2026

Research Summary

AI-generated summary of this filing

Updated

SS&C (SSNC) Director Debra Walton Receives Award via RSU Vesting

What Happened

  • Debra Walton, a director of SS&C Technologies Holdings (SSNC), had restricted stock units (RSUs) vest on May 20, 2026. The filing shows a grant/award acquisition of 3,200 shares (reported at $0.00) reflecting the RSU conversion into common stock.
  • The filing also reports two derivative conversions/exercises of 2,580 shares each: one listed as acquired (N/A price) and one listed as disposed at $0.00. The disposal at $0.00 is reported on the form; the filing does not state a cash sale or sale price.

Key Details

  • Transaction date: May 20, 2026; Form filed May 22, 2026 (timely).
  • Reported activity: 3,200 RSUs vested and converted into 3,200 common shares (A — Award/Grant). Two M-code derivative entries show 2,580 shares exercised/converted and 2,580 shares disposed (reported at $0.00).
  • Prices/values: all entries report $0.00 or N/A for price/value; no cash proceeds reported.
  • Shares owned after transaction: not specified in the provided filing.
  • Footnotes: RSUs were granted May 21, 2025 and vested as reported, including 33 accrued dividend equivalent rights. RSUs convert 1-for-1 to common stock. Vesting condition: 100% vest on earlier of the first anniversary of grant or the issuer’s FY2027 annual meeting.

Context

  • This appears to reflect normal RSU vesting and conversion into common shares rather than an open-market purchase or sale. The filing reports a zero-dollar disposition for some shares (common in filings that reflect share surrender/transfer for tax or other corporate withholding), but the document does not explicitly state the reason for the $0.00 disposal.
  • The transactions are derivative conversions/RSU-related (codes M and A), not a cash sale or purchase reported with market proceeds.

Insider Transaction Report

Form 4
Period: 2026-05-20
Walton Debra
Director
Transactions
  • Exercise/Conversion

    Common Stock

    [F1][F2]
    2026-05-20+2,5807,600 total
  • Exercise/Conversion

    Restricted Stock Units

    [F2][F1]
    2026-05-202,5800 total
    Common Stock (2,580 underlying)
  • Award

    Restricted Stock Units

    [F2][F3]
    2026-05-20+3,2003,200 total
    Common Stock (3,200 underlying)
Footnotes (3)
  • [F1]Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.
  • [F2]Restricted stock units convert into common stock on a one-for-one basis.
  • [F3]The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027.
Signature
Jason White, Attorney-in-fact for Debra Walton-Ruskin|2026-05-22

Documents

1 file
  • 4
    ownership.xmlPrimary

    4