SS&C Technologies Holdings Inc·4

May 22, 4:41 PM ET

ZAMKOW MICHAEL JAY 4

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

Research Summary

AI-generated summary of this filing

Updated

SS&C (SSNC) Director Michael Zamkow Exercises Options, Sells Shares

What Happened

  • Michael Jay Zamkow, a director of SS&C Technologies Holdings (SSNC), exercised stock derivatives and immediately sold shares. On 2026-05-20 he exercised 3,000 shares at $30.45 (cost $91,335) and sold those 3,000 shares for total proceeds of $200,353 (weighted avg ~$66.78). On 2026-05-22 he repeated this: exercised 3,000 at $30.45 (cost $91,335) and sold for $200,043 (weighted avg ~$66.68). Total sale proceeds from those two dispositions were about $400,396.
  • The filing also shows the conversion/vesting of other derivative awards: a grant/vesting of 3,200 restricted stock units (reported as acquired at $0.00) and entries for 2,580 shares converted/exercised (reported with no cash price). Some disposals are reported as $0.00 in connection with derivative conversions/withholdings.

Key Details

  • Transaction dates and prices:
    • 2026-05-20: exercised 3,000 @ $30.45 (acq $91,335); sold 3,000 for total $200,353 (weighted avg prices in range $66.77–$66.81).
    • 2026-05-22: exercised 3,000 @ $30.45 (acq $91,335); sold 3,000 for total $200,043 (weighted avg prices in range $66.63–$66.70).
    • 2026-05-20: RSU/derivative activity shows 3,200 shares acquired (vesting) and 2,580 shares converted/exercised (reported with N/A or $0.00).
  • Sales were effectively cashless (options exercised and shares sold the same day).
  • Footnotes: weighted-average sale prices reported (see ranges above); RSUs vested (original grant May 21, 2025) convert one-for-one into common stock; some securities are held in a brokerage account in the reporting person’s adult son’s name and the reporting person disclaims beneficial ownership to the extent noted.
  • Filing timeliness: Transactions occurred May 20 (and May 22 for one exercise) and the Form 4 was filed May 22, 2026 — within the standard 2-business-day reporting window.

Context

  • Exercises followed by immediate sales are commonly structured to cover the exercise cost and taxes (cashless exercise); the filing shows both the acquisition cost of the exercised options and the sale proceeds.
  • Restricted stock units (RSUs) convert into ordinary shares one-for-one on vesting and are reported separately from option exercises.
  • These entries are factual reporting of insider activity; they do not by themselves indicate the director’s private view of the company’s long-term prospects.

Insider Transaction Report

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

    Common Stock

    2026-05-20$30.45/sh+3,000$91,33518,824 total
  • Sale

    Common Stock

    [F1]
    2026-05-20$66.78/sh3,000$200,35315,824 total
  • Exercise/Conversion

    Common Stock

    [F2][F3]
    2026-05-20+2,58018,404 total
  • Exercise/Conversion

    Common Stock

    2026-05-22$30.45/sh+3,000$91,33521,404 total
  • Sale

    Common Stock

    [F8]
    2026-05-22$66.68/sh3,000$200,04318,404 total
  • Exercise/Conversion

    Stock Option (right to buy)

    [F6]
    2026-05-203,0003,000 total
    Exercise: $30.45Exp: 2026-05-25Common Stock (3,000 underlying)
  • Exercise/Conversion

    Restricted Stock Units

    [F3][F2]
    2026-05-202,5800 total
    Common Stock (2,580 underlying)
  • Award

    Restricted Stock Units

    [F3][F7]
    2026-05-20+3,2003,200 total
    Common Stock (3,200 underlying)
  • Exercise/Conversion

    Stock Option (Right to Buy)

    [F6]
    2026-05-223,0000 total
    Exercise: $30.45Exp: 2026-05-25Common Stock (3,000 underlying)
Holdings
  • Common Stock

    [F4]
    (indirect: By Trust)
    7,900
  • Common Stock

    [F5]
    (indirect: Brokerage account in the name of adult son)
    2,175
Footnotes (8)
  • [F1]The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $66.77 to $66.81. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
  • [F2]Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.
  • [F3]Restricted stock units convert into common stock on a one-for-one basis.
  • [F4]The reporting person disclaims benefical ownership of such securites except to the extent of his pecuniary interest therein.
  • [F5]The reported securities are held in a brokerage account in the name of the reporting person's adult son. The reporting person disclaims beneficial ownership of such securities.
  • [F6]The stock option was fully vested as of the date of the grant.
  • [F7]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.
  • [F8]The price reported is the weighted average of the shares sold. The shares sold at varying prices in the range of $66.63 to $66.70. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
Signature
Jason White, Attorney-in-fact for Michael J. Zamkow|2026-05-22

Documents

1 file
  • 4
    ownership.xmlPrimary

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