Brian N. Schell - 13 Feb 2026 Form 4 Insider Report for SS&C Technologies Holdings Inc (SSNC)

Role
EVP & CFO
Signature
/Jason White/, attorney-in-fact for Brian N. Schell
Issuer symbol
SSNC
Transactions as of
13 Feb 2026
Net transactions value
-$2,497,053
Form type
4
Filing time
18 Feb 2026, 20:47:46 UTC
Previous filing
19 Aug 2025
Next filing
23 Feb 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Schell Brian N EVP & CFO C/O SS&C TECHNOLOGIES HOLDINGS, INC., 80 LAMBERTON ROAD, WINDSOR /Jason White/, attorney-in-fact for Brian N. Schell 18 Feb 2026 0001537240

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SSNC Common Stock Options Exercise +73,588 +159% 119,976 13 Feb 2026 Direct F1
transaction SSNC Common Stock Tax liability $2,368,733 -32,858 -27% $72.09 87,118 13 Feb 2026 Direct
transaction SSNC Common Stock Options Exercise +3,806 +4.4% 90,924 14 Feb 2026 Direct F1
transaction SSNC Common Stock Tax liability $128,320 -1,780 -2% $72.09 89,144 14 Feb 2026 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SSNC Performance Stock Units Award $0 +73,588 $0.000000 73,588 13 Feb 2026 Common Stock 73,588 Direct F1, F2
transaction SSNC Performance Stock Units Options Exercise $0 -73,588 -100% $0.000000 0 13 Feb 2026 Common Stock 73,588 Direct F1, F2
transaction SSNC Stock Option (right to buy) Award $0 +65,232 $0.000000 65,232 13 Feb 2026 Common Stock 65,232 $72.09 Direct F3
transaction SSNC Restricted Stock Units Award $0 +13,872 $0.000000 13,872 13 Feb 2026 Common Stock 13,872 Direct F1, F4
transaction SSNC Restricted Stock Units Options Exercise $0 -3,806 -34% $0.000000 7,520 14 Feb 2026 Common Stock 3,806 Direct F1, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Restricted stock units and performance stock units convert into common stock on a one-for-one basis.
F2 The performance stock units were granted on August 15, 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 column 5 and 7 includes 1,263 dividend equivalent rights with respect to the underlying performance stock units (prior to adjustment for achievement of performance at 200% of target).
F3 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.
F4 The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.
F5 On February 14, 2025, the reporting person was granted 11,280 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 46 dividend equivalent rights accrued with respect to the underlying restricted stock units.