15 unchanged sentences
Also, projections of any evaluation of effectiveness to future periods are subject to the risk that controls may become inadequate because of changes in conditions, or that the degree of compliance with the policies or procedures may deteriorate.
−Removed: Management conducted an evaluation of the effectiveness of our internal control over financial reporting based on the framework in Internal Control – Integrated Framework (2013) issued by the Committee of Sponsoring Organizations of the Treadway
+Added: Management conducted an evaluation of the effectiveness of our internal control over financial reporting based on the framework in Internal Control – Integrated Framework (2013) issued by the Committee of Sponsoring Organizations of the Treadway Commission.
Based on this evaluation, management concluded that our internal control over financial reporting was effective as of December 31, 2025.
−Removed: In September 2024, we acquired the assets of Battea.
−Removed: Management has excluded Battea from its assessment of internal control over financial reporting as of December 31, 2024 because they were acquired by us in a purchase business combination during 2024.
−Removed: Battea and its related entities are our wholly-owned subsidiaries whose total assets and total revenues represent 1% and less than 1%, respectively, of the Consolidated Financial Statement amounts as of and for the year ended December 31, 2024.
+Added: In October 2025, we acquired the assets of Colossus Topco Limited, the parent company of Calastone Limited and its subsidiaries (collectively “Calastone”).
+Added: Management has excluded Calastone from its assessment of internal control over financial reporting as of December 31, 2025 because they were acquired by us in a purchase business combination during 2025.
+Added: Calastone and its related entities are our wholly-owned subsidiaries whose total assets and total revenues each represent less than 1% of the Consolidated Financial Statement amounts as of and for the year ended December 31, 2025.
The effectiveness of our internal control over financial reporting as of December 31, 2025 has been audited by PricewaterhouseCoopers LLP, an independent registered public accounting firm, as stated in their report, which is included herein.
105 unchanged sentences
Incremental Joinder to Credit Agreement, dated as of September 27, 2024, by and among SS&C Technologies, Inc., the lenders party thereto, the other loan parties thereto and Morgan Stanley Senior Funding, Inc., as term facilities administrative agent, is incorporated by reference to Exhibit 10.1 to Registrant’s Current Report on Form 8-K, filed on October 1, 2024 (File No.
+Added: Incremental Joinder to Credit Agreement, dated as of October 14, 2025, by and among SS&C Technologies, Inc., the lenders party thereto, the other loan parties thereto and Morgan Stanley Senior Funding, Inc., as term facilities administrative agent, is incorporated by reference to Exhibit 10.1 to Registrant’s Current Report on Form 8-K, filed on October 14, 2025 (File No.
SS&C Technologies Holdings, Inc.
−Removed: Securities Transaction Policy, effective as of October 25, 2023 is incorporated herein by reference to Exhibit 19 to SS&C Technologies, Inc.’s Annual Report on Form 10-K for the year ended December 31, 2023 (File No.
+Added: Second Amended and Restated 2023 Stock Incentive Plan, adopted effective May 21, 2025, is incorporated by reference to Appendix B of the Registrant’s Definitive Proxy Statement on Schedule 14A for the Registrants 2025 Annual Meeting of Stockholders, as filed with the Commission on April 3, 2025 (File No.
+Added: SS&C Technologies Holdings, Inc.
+Added: Securities Transaction Policy, effective as of October 22, 2025
Subsidiaries of the Registrant
19 unchanged sentences
Chairman of the Board and Chief Executive Officer
−Removed: March 3, 2025
+Added: February 26, 2026
Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated.
1 unchanged sentence
Chairman of the Board and Chief
−Removed: March 3, 2025
+Added: February 26, 2026
Executive Officer
1 unchanged sentence
Executive Vice President and Chief
−Removed: March 3, 2025
+Added: February 26, 2026
Financial Officer
2 unchanged sentences
/s/ Normand A.
−Removed: March 3, 2025
+Added: February 26, 2026
/s/ Smita Conjeevaram
−Removed: March 3, 2025
+Added: February 26, 2026
Smita Conjeevaram
/s/ Jonathan E.
−Removed: March 3, 2025
−Removed: March 3, 2025
+Added: February 26, 2026
+Added: /s/ Francesco Vanni d’Archirafi
+Added: February 26, 2026
+Added: Francesco Vanni d’Archirafi
+Added: February 26, 2026
/s/ Debra Walton-Ruskin
−Removed: March 3, 2025
+Added: February 26, 2026
Debra Walton-Ruskin
/s/ Michael J.
−Removed: March 3, 2025
+Added: February 26, 2026
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.