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

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
18 Feb 2026, 20:47:46 UTC
Prior SEC filing
19 Aug 2025
Next SEC filing
23 Feb 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/Jason White/, attorney-in-fact for Brian N. Schell

Key filing fact

Brian N. Schell filed Form 4 for SS&C Technologies Holdings Inc (SSNC) on 18 Feb 2026.

Key facts

  • This page summarizes Brian N. Schell's Form 4 filing for SS&C Technologies Holdings Inc (SSNC).
  • 9 reported transactions and 5 derivative rows are listed below.
  • Accepted by SEC: 18 Feb 2026, 20:47.

Change

  • Previous filing in this sequence was filed on 19 Aug 2025.
  • Current net transaction value: -$2,497,053.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001537240 Primary reporting owner

Schell Brian N

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

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SSNC transaction

Common Stock

Options Exercise

Transaction value
Shares
+73,588
Change %
+159%
Price
Shares after
119,976
Date
13 Feb 2026
Ownership
Direct
Footnotes
F1
SSNC transaction

Common Stock

Tax liability

Transaction value
$2,368,733
Shares
-32,858
Change %
-27%
Price
$72.09
Shares after
87,118
Date
13 Feb 2026
Ownership
Direct
SSNC transaction

Common Stock

Options Exercise

Transaction value
Shares
+3,806
Change %
+4.4%
Price
Shares after
90,924
Date
14 Feb 2026
Ownership
Direct
Footnotes
F1
SSNC transaction

Common Stock

Tax liability

Transaction value
$128,320
Shares
-1,780
Change %
-2%
Price
$72.09
Shares after
89,144
Date
14 Feb 2026
Ownership
Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SSNC transaction Derivative

Performance Stock Units

Award

Transaction value
$0
Shares
+73,588
Change %
Price
$0.000000
Shares after
73,588
Date
13 Feb 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
73,588
Exercise price
Footnotes
F1, F2
SSNC transaction Derivative

Performance Stock Units

Options Exercise

Transaction value
$0
Shares
-73,588
Change %
-100%
Price
$0.000000
Shares after
0
Date
13 Feb 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
73,588
Exercise price
Footnotes
F1, F2
SSNC transaction Derivative

Stock Option (right to buy)

Award

Transaction value
$0
Shares
+65,232
Change %
Price
$0.000000
Shares after
65,232
Date
13 Feb 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
65,232
Exercise price
$72.09
Footnotes
F3
SSNC transaction Derivative

Restricted Stock Units

Award

Transaction value
$0
Shares
+13,872
Change %
Price
$0.000000
Shares after
13,872
Date
13 Feb 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,872
Exercise price
Footnotes
F1, F4
SSNC transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-3,806
Change %
-34%
Price
$0.000000
Shares after
7,520
Date
14 Feb 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,806
Exercise price
Footnotes
F1, F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

Restricted stock units and performance stock units convert into common stock on a one-for-one basis.

Footnote 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).

Footnote 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.

Footnote F4

The Restricted Stock Units vest 1/3 on each of February 13, 2027, 2028 and 2029.

Footnote 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.

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