SEC FORM 4 SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
 
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1. Name and Address of Reporting Person*
White Jason Douglas

(Last) (First) (Middle)
C/O SS&C TECHNOLOGIES HOLDINGS, INC.
80 LAMBERTON ROAD

(Street)
WINDSOR CT 06095

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SS&C Technologies Holdings Inc [ SSNC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
checkbox checked Officer (give title below) Other (specify below)
SVP & General Counsel
3. Date of Earliest Transaction (Month/Day/Year)
02/13/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
checkbox checked Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/13/2026 M 79,020 A (1) 91,510 D
Common Stock 02/13/2026 F 40,340 D $72.09 51,170 D
Common Stock 02/14/2026 M 4,282 A (1) 55,452 D
Common Stock 02/14/2026 F 1,651 D $72.09 53,801 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Performance Stock Units (1)(2) 02/13/2026 A 79,020(2) (2) (2) Common Stock 79,020 $0 79,020 D
Performance Stock Units (1)(2) 02/13/2026 M 79,020 (2) (2) Common Stock 79,020 $0 0 D
Stock Option (right to buy) $72.09 02/13/2026 A 73,386 (3) 02/13/2036 Common Stock 73,386 $0 73,386 D
Restricted Stock Units (1)(4) 02/13/2026 A 15,606 (4) (4) Common Stock 15,606 $0 15,606 D
Restricted Stock Units (1)(5) 02/14/2026 M 4,282(5) (5) (5) Common Stock 4,282 $0 8,459 D
Explanation of Responses:
1. Restricted stock units and performance stock units convert into common stock on a one-for-one basis.
2. The performance stock units were granted on March 2, 2023 and became eligible to vest upon certification by the Compensation Committee on February 13, 2026 that performance goals for the FY2023-FY2025 period were achieved at 200% of target. The number of securities reported in column 5 and 7 includes 1,483 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).
3. Represents a time-vesting stock option, which vests as to one quarter on February 13, 2027 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.
4. The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.
5. On February 14, 2025, the reporting person was granted 12,689 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 52 dividend equivalent rights accrued with respect to the underlying restricted stock units.
/Jason White/ 02/18/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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