02/18/2026 | Press release | Distributed by Public on 02/18/2026 19:43
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FORM 4
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES 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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| Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. | |||
| Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. | SEC 1474 (9-02) | ||
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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 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) |
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| Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | ||||||||
| Performance Stock Units | (1)(2) | 02/13/2026 | A | 263,394(2) | (2) | (2) | Common Stock | 263,394 | $ 0 | 263,394 | D | ||||
| Performance Stock Units | (1)(2) | 02/13/2026 | M | 263,394 | (2) | (2) | Common Stock | 263,394 | $ 0 | 0 | D | ||||
| Stock Option (right to buy) | $72.09 | 02/13/2026 | A | 244,619 | (3) | 02/13/2036 | Common Stock | 244,619 | $ 0 | 244,619 | D | ||||
| Restricted Stock Units | (1)(4) | 02/13/2026 | A | 52,019 | (4) | (4) | Common Stock | 52,019 | $ 0 | 52,019 | D | ||||
| Restricted Stock Units | (1)(5) | 02/14/2026 | M | 14,273(5) | (5) | (5) | Common Stock | 14,273 | $ 0 | 28,198 | D | ||||
| Reporting Owner Name / Address | Relationships | |||
| Director | 10% Owner | Officer | Other | |
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STONE WILLIAM C C/O SS&C TECHNOLOGIES HOLDINGS, INC. 80 LAMBERTON ROAD WINDSOR, CT 06095 |
X | X | Chairman of the Board & CEO | |
| /Jason White/, attorney-in-fact for William C. Stone | 02/18/2026 | |
| **Signature of Reporting Person | Date |
| * | 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). |
| (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 columns 5 and 7 includes 4,943 dividend equivalent rights accrued 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 42,297 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 174 dividend equivalent rights accrued with respect to the underlying restricted stock units. |