SS&C Technologies (SSNC) grants CFO major new equity awards

Rhea-AI Filing Summary

SS&C Technologies Holdings executive vice president and CFO Brian N. Schell reported multiple equity compensation transactions in company securities. He received grants of 73,588 performance stock units, 65,232 stock options, and 13,872 restricted stock units on February 13, 2026.

The performance stock units were originally granted on August 15, 2023 and became eligible to vest after the Compensation Committee certified on February 13, 2026 that performance goals for the FY2023–FY2025 period were achieved at 200% of target. These units, together with dividend equivalent rights, converted into an equal number of common shares on a one-for-one basis.

Common shares were also issued upon conversion of restricted stock units and performance stock units, and the filing shows dispositions of 32,858 and 1,780 common shares at $72.0900 per share to cover tax withholding obligations. After these transactions, Schell continued to hold a significant number of common shares and unvested equity awards.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Schell Brian N

(Last) (First) (Middle)

C/O SS&C TECHNOLOGIES HOLDINGS, INC.

80 LAMBERTON ROAD

(Street)

WINDSOR CT 06095

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
SS&C Technologies Holdings Inc [ SSNC ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP & CFO

3. Date of Earliest Transaction (Month/Day/Year)
02/13/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	02/13/2026		M		73,588	A	(1)	119,976	D
Common Stock	02/13/2026		F		32,858	D	$72.09	87,118	D
Common Stock	02/14/2026		M		3,806	A	(1)	90,924	D
Common Stock	02/14/2026		F		1,780	D	$72.09	89,144	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Performance Stock Units	(1)(2)	02/13/2026		A		73,588(2)		(2)	(2)	Common Stock	73,588	$0	73,588	D
Performance Stock Units	(1)(2)	02/13/2026		M			73,588	(2)	(2)	Common Stock	73,588	$0	0	D
Stock Option (right to buy)	$72.09	02/13/2026		A		65,232		(3)	02/13/2036	Common Stock	65,232	$0	65,232	D
Restricted Stock Units	(1)(4)	02/13/2026		A		13,872		(4)	(4)	Common Stock	13,872	$0	13,872	D
Restricted Stock Units	(1)(5)	02/14/2026		M			3,806(5)	(5)	(5)	Common Stock	3,806	$0	7,520	D

Explanation of Responses:

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

2. 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).

3. 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.

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

5. 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.

	/Jason White/, attorney-in-fact for Brian N. Schell	02/18/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What equity awards did SS&C (SSNC) grant to CFO Brian Schell?

Brian Schell received 73,588 performance stock units, 65,232 stock options, and 13,872 restricted stock units on February 13, 2026. These awards are part of his equity compensation package and vest over several years based on time and performance conditions.

How did the performance stock units for SS&C (SSNC) CFO vest?

The performance stock units were granted on August 15, 2023 and became eligible to vest when FY2023–FY2025 goals were certified at 200% of target on February 13, 2026. They then converted into common stock on a one-for-one basis, including related dividend equivalents.

Why did SS&C (SSNC) CFO dispose of common shares in this Form 4?

The filing shows dispositions of 32,858 and 1,780 common shares coded “F,” meaning shares were withheld at $72.0900 per share to satisfy tax liabilities or exercise costs. These are not open-market sales but tax-withholding transactions tied to equity vesting.

What is the vesting schedule of the new SS&C (SSNC) stock options?

The time-vesting stock option covering 65,232 shares vests one quarter on February 13, 2027 and then 1/36 each month thereafter. It becomes fully vested on the fourth anniversary of the grant date, aligning long-term incentives with multi-year company performance.

How do the new SS&C (SSNC) restricted stock units vest for the CFO?

The 13,872 restricted stock units granted on February 13, 2026 vest in three equal installments. One-third vests on each of February 13, 2027, 2028, and 2029, providing a staggered schedule that encourages continued service and alignment with shareholders.

What is the conversion rate for SS&C (SSNC) restricted and performance stock units?

The footnotes state that restricted stock units and performance stock units convert into common stock on a one-for-one basis. This means each unit delivers one share of common stock upon vesting or settlement, excluding any separate impact from dividend equivalent rights.

What are dividend equivalent rights mentioned in the SS&C (SSNC) Form 4?

Dividend equivalent rights are additional units that accrue on underlying awards. The filing notes 1,263 such rights on performance stock units and 46 on restricted stock units, which are included in the reported totals and increase the number of shares delivered at settlement.