SS&C Technologies Holdings Management

Management criteria checks 2/4

SS&C Technologies Holdings' CEO is Bill Stone, appointed in Jan 1986, has a tenure of 38.33 years. total yearly compensation is $20.10M, comprised of 5% salary and 95% bonuses, including company stock and options. directly owns 12.99% of the company’s shares, worth €1.84B. The average tenure of the management team and the board of directors is 4.5 years and 11.9 years respectively.

Key information

Bill Stone

Chief executive officer

US$20.1m

Total compensation

CEO salary percentage	5.0%
CEO tenure	38.3yrs
CEO ownership	13.0%
Management average tenure	4.5yrs
Board average tenure	11.9yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Bill Stone's remuneration changed compared to SS&C Technologies Holdings's earnings?
Date	Total Compensation	Salary	Company Earnings
Mar 31 2024	n/a	n/a	US$639m
Dec 31 2023	US$20m	US$1m	US$607m
Sep 30 2023	n/a	n/a	US$620m
Jun 30 2023	n/a	n/a	US$624m
Mar 31 2023	n/a	n/a	US$604m
Dec 31 2022	US$13m	US$875k	US$650m
Sep 30 2022	n/a	n/a	US$694m
Jun 30 2022	n/a	n/a	US$718m
Mar 31 2022	n/a	n/a	US$797m
Dec 31 2021	US$23m	US$875k	US$800m
Sep 30 2021	n/a	n/a	US$746m
Jun 30 2021	n/a	n/a	US$721m
Mar 31 2021	n/a	n/a	US$701m
Dec 31 2020	US$15m	US$875k	US$625m
Sep 30 2020	n/a	n/a	US$570m
Jun 30 2020	n/a	n/a	US$505m
Mar 31 2020	n/a	n/a	US$457m
Dec 31 2019	US$22m	US$875k	US$439m
Sep 30 2019	n/a	n/a	US$356m
Jun 30 2019	n/a	n/a	US$318m
Mar 31 2019	n/a	n/a	US$133m
Dec 31 2018	US$16m	US$875k	US$103m
Sep 30 2018	n/a	n/a	US$210m
Jun 30 2018	n/a	n/a	US$217m
Mar 31 2018	n/a	n/a	US$332m
Dec 31 2017	US$9m	US$875k	US$329m

Compensation vs Market: Bill's total compensation ($USD20.10M) is above average for companies of similar size in the German market ($USD5.55M).

Compensation vs Earnings: Bill's compensation has increased by more than 20% in the past year.

CEO

Bill Stone (68 yo)

38.3yrs

Tenure

US$20,098,164

Compensation

Mr. William C. Stone, also known as Bill, has been the Chief Executive Officer and Chairman of the Board of Directors of SS&C Technologies Holdings, Inc. and SS&C Technologies, Inc. since 1986. Mr. Stone f...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
William Stone	Founder	38.3yrs	US$20.10m	12.99% $ 1.8b
Rahul Kanwar	President & COO	5.8yrs	US$16.08m	0.027% $ 3.8m
Brian Schell	Executive VP & CFO	less than a year	US$11.34m	no data
Jason White	Senior VP	2.7yrs	US$5.88m	0.0026% $ 366.3k
Anthony Caiafa	Chief Technology Officer	5.8yrs	no data	no data
Justine Stone	Head of Investor Relations	no data	no data	no data
Ezra Baylin	Senior Vice President & Global Head of Corporate Development	less than a year	no data	no data
Darpan Bhargava	Senior Vice President & Global Head of Human Resources	3.3yrs	no data	no data
Christy Bremner	Senior Vice President of SS&C Institutional & Investment Management	no data	no data	no data
Thomas McMackin	Senior VP & GM	no data	no data	no data
Darren Berkowicz	Managing Director of GlobeOp	9.5yrs	no data	no data
Dave Barlow	Head of EMEA Real Assets - SS&C GlobeOp	no data	no data	no data

4.5yrs

Average Tenure

55.5yo

Average Age

Experienced Management: WGSA's management team is considered experienced (4.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
William Stone	Founder	38.3yrs	US$20.10m	12.99% $ 1.8b
Jonathan Michael	Lead Independent Director	14.1yrs	US$140.08k	0.049% $ 7.0m
Normand Boulanger	Independent Vice Chairman	18.3yrs	US$295.00k	0.11% $ 16.2m
Smita Conjeevaram	Independent Director	8.5yrs	US$328.00k	0.0024% $ 343.7k
Michael Daniels	Independent Director	10.6yrs	US$320.00k	0.0040% $ 571.4k
David Varsano	Independent Director	13.2yrs	US$318.00k	0.027% $ 3.9m
Michael Zamkow	Independent Director	9.9yrs	US$295.00k	0.035% $ 5.0m
Debra Walton-Ruskin	Independent Director	less than a year	no data	no data

11.9yrs

Average Tenure

64.5yo

Average Age

Experienced Board: WGSA's board of directors are seasoned and experienced ( 11.9 years average tenure).

SS&C Technologies Holdings Management

Management criteria checks 2/4

Key information

Recent management updates

SS&C Technologies Holdings, Inc., Annual General Meeting, May 29, 2024

SS&C Technologies Holdings, Inc. Announces the Resignation of Michael E. Daniels from the Board of Directors

SS&C Technologies Welcomes Debra Walton-Ruskin to its Board of Directors

SS&C Technologies Holdings, Inc. Announces Executive Changes, Effective August 7, 2023

SS&C Technologies Holdings, Inc. Announces Chief Financial Officer Changes

SSC Technologies Holdings, Inc. Appoints Joanne Kane as Chief Compliance Officer for SSC Global Investor and Distribution Solutions

Recent updates

First quarter 2024 earnings released: EPS: US$0.64 (vs US$0.50 in 1Q 2023)

SS&C Technologies Holdings, Inc., Annual General Meeting, May 29, 2024

SS&C Technologies Holdings, Inc. to Report Q1, 2024 Results on Apr 25, 2024

SS&C Technologies Holdings, Inc. Unveils T+1 Readiness Scorecard

Upcoming dividend of US$0.24 per share

Fourth quarter dividend of US$0.24 announced

SS&C Announces Common Stock Dividend, Payable on March 15, 2024

Full year 2023 earnings released: EPS: US$2.45 (vs US$2.56 in FY 2022)

SS&C Technologies Holdings, Inc. Announces the Resignation of Michael E. Daniels from the Board of Directors

SS&C Technologies Holdings, Inc. to Report Q4, 2023 Results on Feb 13, 2024

SS&C Technologies Welcomes Debra Walton-Ruskin to its Board of Directors

SS&C Technologies Holdings, Inc. Announces Common Stock Dividend, Payable on December 15, 2023

SS&C Technologies Holdings, Inc.'s Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM

Third quarter 2023 earnings released: EPS: US$0.63 (vs US$0.63 in 3Q 2022)

Ss&C Technologies Holdings, Inc. Propels Financial Services into the Future with Groundbreaking Solutions Unveiled At Deliver 2023

SS&C Technologies Holdings, Inc. to Report Q3, 2023 Results on Oct 26, 2023

Ss&C Technologies Holdings, Inc. Increases Its Common Approves Quarterly Dividend, Payable on September 15, 2023

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) entered into definitive agreement to acquire Managed funds administration business of Iress.

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) announces an Equity Buyback for $1,000 million worth of its shares.

Second quarter 2023 earnings released: EPS: US$0.53 (vs US$0.43 in 2Q 2022)

SS&C Technologies Holdings, Inc. to Report Q2, 2023 Results on Jul 27, 2023

SS&C Technologies Holdings, Inc. to Report Q2, 2023 Results on Jul 27, 2023

SS&C Technologies Holdings, Inc. Announces Executive Changes, Effective August 7, 2023

SS&C Technologies Holdings, Inc. Announces Chief Financial Officer Changes

SS&C Announces Latest Updates to SS&C Blue Prism Intelligent Automation Platform

SS&C Technologies Holdings, Inc. Announces 1H2023 SS&C Advent Product Updates

Upcoming dividend of US$0.20 per share at 1.4% yield

SS&C Technologies Holdings, Inc. Announces Quarterly Dividend, Payable on June 15, 2023

SSC Technologies Holdings, Inc. Appoints Joanne Kane as Chief Compliance Officer for SSC Global Investor and Distribution Solutions

First quarter 2023 earnings released: EPS: US$0.50 (vs US$0.67 in 1Q 2022)

Upcoming dividend of US$0.20 per share at 1.3% yield

SS&C Technologies Holdings, Inc. Approves Quarterly Dividend, Payable on March 15, 2023

Full year 2022 earnings released: EPS: US$2.56 (vs US$3.13 in FY 2021)

Now 20% undervalued

SS&C Technologies Holdings, Inc. to Report Q4, 2022 Results on Feb 07, 2023

SS&C Technologies Holdings, Inc. acquired Complete Financial Ops, Inc.

Upcoming dividend of US$0.20 per share

SS&C Technologies Holdings, Inc. Announces Common Stock Dividend, Payable on December 15, 2022

Insufficient new directors

Third quarter 2022 earnings released: EPS: US$0.63 (vs US$0.72 in 3Q 2021)

SS&C Technologies Holdings, Inc. to Report Q3, 2022 Results on Oct 27, 2022

SS&C Technologies Holdings, Inc. Introduces New Innovative Solutions At SS&C Deliver 2022

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) acquired CRM business and Related Assets of Tier1 Financial Solutions Inc.

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) acquired CRM business and Related Assets of Tier1 Financial Solutions Inc.

SS&C Technologies Holdings, Inc. Approves Quarterly Dividend, Payable on September 15, 2022

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) announces an Equity Buyback for $1,000 million worth of its shares.

Second quarter 2022 earnings released: EPS: US$0.43 (vs US$0.74 in 2Q 2021)

SS&C Technologies Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2022

SS&C Technologies Holdings, Inc. to Report Q2, 2022 Results on Jul 27, 2022

SS&C Technologies Holdings, Inc. Announces Launch of New Asset Allocator Platform for Institutional Investors

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) completed the acquisition of business and assets of O'Shares ETFs from O'Shares ETFs.

Upcoming dividend of US$0.20 per share

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) acquired 5M'S Minerals Management, LLC for $18 million.

SS&C Technologies Holdings, Inc. Announces Quarterly Dividend, Payable on June 15, 2022

Ss&C Technologies Holdings, Inc. Launches Blue Prism Desktop to Optimize Desktop Process Management

SS&C Technologies Holdings, Inc. Announces First Half of 2022 SS&C Advent Product Updates

First quarter 2022 earnings released: EPS: US$0.67 (vs US$0.68 in 1Q 2021)

Insufficient new directors

SS&C Technologies Holdings, Inc. to Report Q1, 2022 Results on Apr 28, 2022

Press Release: Rathbone Funds Extends Transfer Agent Relationship with Ss&C Technologies Holdings, Inc

SS&C Technologies Holdings, Inc., Annual General Meeting, May 11, 2022

SS&C Technologies Holdings, Inc. Approves Quarterly Dividend, Payable on March 15, 2022

Ss&C Technologies Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year of Fiscal 2022

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

SS&C Launches 18f-4 Risk Analytics Service

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) entered into a definitive agreement to acquire business and assets of O'Shares ETFs.

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) entered into a definitive agreement to acquire Hubwise Holdings Limited.

Upcoming dividend of US$0.20 per share

Third quarter 2021 earnings released: EPS US$0.72 (vs US$0.62 in 3Q 2020)