SS&C Technologies Holdings, Inc.
SS&C Technologies builds software and runs the back-office machinery of finance and healthcare, from trading systems and retirement accounts to pharmacy claims processing, serving tens of thousands of clients including hedge funds and health plans. It began in 1986, when Bill Stone launched the firm as Security Software & Consulting Inc. from the basement of his Connecticut home. A fun twist: it gobbled up Blue Prism, the British firm whose founders actually coined the term "robotic process automation."
Sold 8.00M
Sold 21.00M
Granted 7.33M · Sold 3.12M
Sold 7.00M
Granted 2.93M · Bought 15.0K · Sold 2.62M
Granted 1.41M · Sold 1.09M
Granted 82.0K · Bought 47.2K · Sold 2.7K
Granted 166.7K
Granted 82.0K · Bought 2.0K
Granted 51.3K · Bought 10.0K · Sold 12.0K
Granted 254.7K · Sold 140.0K
Granted 64.0K · Bought 69.9K · Sold 121.9K
Granted 58.0K · Bought 6.0K · Sold 48.5K
Granted 52.1K · Sold 38.5K
Granted 7.6K
Granted 278.1K · Sold 278.1K
Granted 3.8K
Granted 25.0K · Bought 56.2 · Sold 15.1K
Granted 1.39M · Sold 1.39M
Granted 174.4K · Sold 174.4K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Carlyle Partners IV L P +4 co-filers10% owner · 1 transaction | — | 78.94Mas of Feb 2011 | — | — | 8.00M |
| Carlyle Group L.P. +9 co-filers10% owner · 3 transactions | — | 43.91Mas of May 2013 | — | — | 21.00M |
| Stone William CChairman of the Board & CEO, Director, 10% owner · 46 transactions | — | 32.47M | 7.33M | — | 3.12M |
| Carlyle Partners IV L P +5 co-filers10% owner · 1 transaction | — | 28.47Mas of Jul 2011 | — | — | 7.00M |
| Boulanger Normand ADirector · 61 transactions | — | 389.5K | 2.93M | 15.0K | 2.62M |
| Kanwar RahulPresident & COO · 44 transactions | — | 190.4K | 1.41M | — | 1.09M |
| Michael Jonathan EDirector · 32 transactions | — | 147.1K | 82.0K | 47.2K | 2.7K |
| Schell Brian NEVP & CFO · 12 transactions | — | 92.1K | 166.7K | — | — |
| Varsano DavidDirector · 17 transactions | — | 89.0K | 82.0K | 2.0K | — |
| Etherington William ADirector · 9 transactions | — | 68.5Kas of Mar 2017 | 51.3K | 10.0K | 12.0K |
| White Jason DouglasSVP & General Counsel · 21 transactions | — | 59.9K | 254.7K | — | 140.0K |
| Zamkow Michael JayDirector · 33 transactions | — | 30.7K | 64.0K | 69.9K | 121.9K |
| Conjeevaram SmitaDirector · 10 transactions | — | 15.5K | 58.0K | 6.0K | 48.5K |
| Daniels Michael EDirector · 5 transactions | — | 13.6Kas of May 2024 | 52.1K | — | 38.5K |
| Walton DebraDirector · 3 transactions | — | 7.6K | 7.6K | — | — |
| Whitman Stephen V RSVP and General Counsel · 19 transactions | — | 6.2Kas of Dec 2012 | 278.1K | — | 278.1K |
| Vanni d'Archirafi Francesco PaoloDirector · 2 transactions | — | 3.8K | 3.8K | — | — |
| Frank Joseph J.SVP, Chief Legal Officer · 49 transactions | — | 1.1Kas of Jun 2021 | 25.0K | 56.2 | 15.1K |
| Pedonti Patrick JSVP and CFO · 115 transactions | — | 0as of Jun 2023 | 1.39M | — | 1.39M |
| Igoe Paul GerardSVP & General Counsel · 6 transactions | — | 0as of May 2018 | 174.4K | — | 174.4K |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over all recorded history: -44.89M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.