Sec Form 4 Filing - White Jason Douglas @ SS&C Technologies Holdings Inc - 2025-02-14

Insider filing report for Changes in Beneficial Ownership
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FORM 4
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
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, Section 17(a) of the Public Utility Holding Company Act of 1935 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
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
X __ Officer (give title below) _____ Other (specify below)
SVP & General Counsel
(Last) (First) (Middle)
C/O SS&C TECHNOLOGIES HOLDINGS, INC., 80 LAMBERTON ROAD
3. Date of Earliest Transaction (MM/DD/YY)
02/14/2025
(Street)
WINDSOR, CT06095
4. If Amendment, Date Original Filed (MM/DD/YY)
6. Individual or Joint/Group Filing (Check Applicable Line)
__ X __ Form filed by One Reporting Person
_____ Form filed by More than One Reporting Person
(City) (State) (Zip)
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1.Title of Security
(Instr. 3)
2. Transaction Date (MM/DD/YY) 2A. Deemed Execution Date, if any (MM/DD/YY) 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 02/18/2025 M 56,000 A $ 50.01 62,412 D
Common Stock 02/18/2025 S 56,000 D $ 88.9627 ( 1 ) 6,412 D
Common Stock 02/18/2025 M 15,000 A $ 59.17 21,412 D
Common Stock 02/18/2025 S 15,000 D $ 88.9627 ( 1 ) 6,412 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 (MM/DD/YY) 3A. Deemed Execution Date, if any (MM/DD/YY) 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
(MM/DD/YY)
7. Title and Amount of Underlying Securities
(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 of Derivative Security: 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
Stock Option (right to buy) $ 81.4 02/14/2025 A 73,584 ( 2 ) 02/14/2025 12/22/2031 Common Stock 73,584 $ 0 73,584 D
Stock Option (right to buy) $ 88.66 02/14/2025 A 55,694 ( 3 ) ( 3 ) 02/14/2035 Common Stock 55,694 $ 0 55,694 D
Restricted Stock Units ( 4 ) 02/14/2025 A 12,689 ( 4 ) ( 4 ) ( 4 ) Common Stock 12,689 $ 0 12,689 D
Stock Option (right to buy) $ 50.01 02/18/2025 M 56,000 ( 5 ) 04/24/2028 Common Stock 56,000 $ 0 0 D
Stock Option (right to buy) $ 59.17 02/18/2025 M 15,000 ( 6 ) 03/02/2033 Common Stock 62,920 $ 0 47,920 D
Reporting Owners
Reporting Owner Name / Address Relationships
Director 10% Owner Officer Other
White Jason Douglas
C/O SS&C TECHNOLOGIES HOLDINGS, INC.
80 LAMBERTON ROAD
WINDSOR, CT06095
SVP & General Counsel
Signatures
/Jason White/ 02/19/2025
Signature of Reporting Person Date
Explanation of Responses:
( 1 )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.
( 2 )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.
( 3 )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.
( 4 )The Restricted Stock Units vest 1/3 on each of February 14, 2026, 2027 and 2028.
( 5 )The option is a time-vesting stock option that vested in full on April 24, 2022.
( 6 )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.

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* If the form is filed by more than one reporting person, see Instruction 4(b)(v).
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