William C. Stone - Feb 22, 2024 Form 4 Insider Report for SS&C Technologies Holdings Inc (SSNC)

Signature
Jason White, attorney-in-fact for William C. Stone
Stock symbol
SSNC
Transactions as of
Feb 22, 2024
Transactions value $
$0
Form type
4
Date filed
2/26/2024, 05:39 PM
Previous filing
Dec 27, 2023
Next filing
Mar 5, 2024

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SSNC Stock Option (right to buy) Award $0 +178K $0.00 178K Feb 22, 2024 Common Stock 178K $68.52 Direct F1
transaction SSNC Stock Option (right to buy) Award $0 +219K $0.00 219K Feb 22, 2024 Common Stock 219K $64.54 Direct F2
transaction SSNC Restricted Stock Units Award $0 +58.1K $0.00 58.1K Feb 22, 2024 Common Stock 58.1K Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 On March 17, 2021, the reporting person was granted a stock option to purchase a target number of 225,000 shares of common stock which vests based on the achievement of certain performance criteria over a 2021-2023 performance period, subject to the reporting persons continued employment through the final determination of the satisfaction of the performance goals. On February 22, 2024, the performance criteria applicable to the option were certified, resulting in vesting of the option as to 178,245 shares.
F2 Represents a time-vesting stock option, which vests as to one quarter on February 22, 2025 and then 1/36 each month thereafter until fully vested on the fourth anniversary of the date of grant.
F3 The Restricted Stock Units vest 1/3 on each of February 22, 2025, 2026 and 2027.