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SS&C Technologies Holdings Inc Director's Dealing 2025

Feb 19, 2025

14796_dirs_2025-02-19_a56b90a5-40f2-490c-8d92-445d22c16438.zip

Director's Dealing

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SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: SS&C Technologies Holdings Inc (SSNC)
CIK: 0001402436
Period of Report: 2025-02-14

Reporting Person: White Jason Douglas (N/A)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2025-02-18 Common Stock M 56000 $50.01 Acquired 62412 Direct
2025-02-18 Common Stock S 56000 $88.9627 Disposed 6412 Direct
2025-02-18 Common Stock M 15000 $59.17 Acquired 21412 Direct
2025-02-18 Common Stock S 15000 $88.9627 Disposed 6412 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2025-02-14 Stock Option (right to buy) $81.4 A 73584 Acquired 2031-12-22 Common Stock (73584) Direct
2025-02-14 Stock Option (right to buy) $88.66 A 55694 Acquired 2035-02-14 Common Stock (55694) Direct
2025-02-14 Restricted Stock Units $ A 12689 Acquired Common Stock (12689) Direct
2025-02-18 Stock Option (right to buy) $50.01 M 56000 Disposed 2028-04-24 Common Stock (56000) Direct
2025-02-18 Stock Option (right to buy) $59.17 M 15000 Disposed 2033-03-02 Common Stock (62920) Direct

Footnotes

F1: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $88.725 to $89.180. The reporting person undertakes, upon request by the Staff of the Securities and Exchange Commission the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.

F2: On December 22, 2021, the reporting person was granted a stock option to purchase a target number of 90,000 shares of common stock which vests based on the achievement of certain performance criteria over a 2022-2024 performance period, subject to the reporting persons continued employment through the final determination of the satisfaction of the performance goals. On February 14, 2025, the performance criteria applicable to the option were certified, resulting in vesting of the option as to 73,584 shares.

F3: Represents a time-vesting stock option, which vests as to one quarter on February 14, 2026 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.

F4: The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.

F5: The option is a time-vesting stock option that vested in full on April 24, 2022.

F6: The option is a time-vesting stock option that vested as to 1/3 on March 2, 2024 and vests as to an additional 1/3 on each of March 2, 2025 and March 2, 2026.