Form 4: SS&C CEO William Stone Reports Future Share Gift
Insider Transaction Report
SS&C Technologies Holdings Inc. Chairman and CEO William C. Stone reported a future gift of 148,000 common stock shares on December 23, 2025, under a Rule 10b5-1 plan.
Summary
- William C. Stone, Chairman of the Board & CEO and a 10% owner of SS&C Technologies Holdings Inc. (SSNC), reported a planned disposition of common stock.
- On December 23, 2025, Stone plans to dispose of 148,000 shares of common stock through a gift (transaction code 'G').
- The transaction price for these shares is $0.
- Following this planned transaction, Stone's direct beneficial ownership will be 32,151,302 shares of common stock.
- The transaction is being made pursuant to a Rule 10b5-1(c) plan, indicating a pre-arranged disposition.
Sentiment
Score: 5
Explanation: The filing reports a pre-planned personal transaction (a gift of shares) by an insider, which is generally neutral for the company's operational or financial outlook. The use of a 10b5-1 plan adds a layer of transparency.
Positives
- Transaction executed under a Rule 10b5-1 plan, indicating a pre-arranged disposition and enhancing transparency regarding insider trading.
Negatives
- Reduction in direct beneficial ownership by a key executive, William C. Stone, by 148,000 shares.
Future Outlook
The filing does not contain any forward-looking statements or guidance regarding the company's future financial performance or strategic direction.
Industry Context
This filing reports a routine insider transaction (a gift of shares) and does not provide information directly related to broader industry trends or competitive landscape. Such transactions are common for executives for personal financial planning.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Disclosure of Planned Transaction | The transaction is being made pursuant to a Rule 10b5-1(c) plan, which allows insiders to set up a pre-arranged plan for buying or selling company stock to avoid accusations of insider trading. | 12/23/2025 | Enhances transparency and mitigates concerns regarding opportunistic insider trading by demonstrating a pre-scheduled disposition. |
Stakeholder Impact
- Shareholders: Minimal direct impact as it is a personal gift by an insider, not an open market sale, and is pre-planned under a 10b5-1 plan. The reduction in direct ownership is noted but not indicative of a change in company fundamentals.
Key Dates
| Date | Description |
|---|---|
| 12/23/2025 | Date of planned disposition of 148,000 common stock shares by William C. Stone. |
| 12/29/2025 | Date the Form 4 was signed and filed. |
Keywords
SS&C Technologies Holdings Inc., SSNC, William C. Stone, Insider Transaction, Form 4, Share Gift, Beneficial Ownership, Rule 10b5-1
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