SS&C CFO exercises RSUs, disposes shares for tax

SS&C Technologies Holdings EVP & CFO Brian N. Schell reported equity award transactions involving restricted stock units and common stock.

Accepted by SEC EDGAR 02/23/2026 - 06:03 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

SS&C Technologies Holdings EVP & CFO Brian N. Schell reported equity award transactions involving restricted stock units and common stock. On February 22, 2026, he exercised 5,304 restricted stock units that converted into 5,304 shares of common stock at $0.0000 per share. A related tax-withholding disposition of 2,369 common shares occurred at $71.3800 per share to cover obligations. After these transactions, he directly held 92,079 shares of common stock and 5,165 restricted stock units.

Insider Trade Summary

5,304 shares exercised/converted

Exercise 3 txns

Insider Schell Brian N

Role EVP & CFO

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	5,304	$0.00	$0.00
Exercise	Common Stock	5,304	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	2,369	$71.38	$169K

Holdings After Transaction: Restricted Stock Units — 5,165 contracts (Direct); Common Stock — 92,079 shares (Direct)

Holdings Before and After: Restricted Stock Units, 10,469 to 5,165 contracts (Direct); Common Stock, 89,144 to 92,079 shares (Direct)

Footnotes (2)

1. F1. Restricted stock units and performance stock units convert into common stock on a one-for-one basis.
2. F2. On February 22, 2024, the reporting person was granted 15,495 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 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transactions did SSNC CFO Brian Schell report on this Form 4?

Brian Schell reported exercising restricted stock units and related common stock movements. He converted 5,304 restricted stock units into 5,304 common shares and had a tax-withholding disposition of 2,369 common shares, reflecting routine equity compensation activity rather than an open-market purchase or sale.

How many SS&C Technologies (SSNC) shares does the CFO hold after these transactions?

After the reported transactions, Brian Schell directly held 92,079 shares of SS&C Technologies common stock. He also directly owned 5,165 restricted stock units, which may convert into additional common shares on a one-for-one basis as they vest according to the company’s equity award terms.

What does the RSU exercise on SSNC’s Form 4 mean for shareholders?

The Form 4 shows an exercise of 5,304 restricted stock units into common shares by the CFO. This reflects previously granted equity compensation converting into stock, a typical part of executive pay, rather than a new grant or discretionary open-market buying activity by the insider.

Was there an insider sale of SSNC stock or just tax withholding?

The filing reports a tax-withholding disposition of 2,369 common shares at $71.3800 per share. This disposition satisfied exercise price or tax liabilities by delivering shares, which differs from a discretionary open-market sale initiated to change personal investment exposure to the stock.

How do SSNC restricted stock units convert into common stock for the CFO?

Footnotes state restricted stock units convert into common stock on a one-for-one basis. For this grant, 15,495 restricted stock units vest in three equal annual installments starting on the first anniversary of the grant date, with additional dividend equivalent rights also reflected in reported holdings.

What prior equity grant is referenced in the SSNC CFO’s Form 4 footnotes?

A footnote explains that on February 22, 2024, the CFO received 15,495 restricted stock units. These vest in three equal annual installments beginning on the first anniversary of the grant date, and the reported holdings include 139 dividend equivalent rights tied to those underlying units.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

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)
02/22/2026

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	02/22/2026		M		5,304	A	(1)	94,448	D
Common Stock	02/22/2026		F		2,369	D	$71.38	92,079	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
Restricted Stock Units	(1)(2)	02/22/2026		M			5,304(2)	(2)	(2)	Common Stock	5,304	$0	5,165	D

Explanation of Responses:

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

2. On February 22, 2024, the reporting person was granted 15,495 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 139 dividend equivalent rights accrued with respect to the underlying restricted stock units.

	/Jason White/, attorney-in-fact for Brian N. Schell	02/23/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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