[Form 4] SS&C Technologies Inc Insider Trading Activity

Rhea-AI Filing Summary

Insider transactions by SS&C Technologies (SSNC) show Brian N. Schell, EVP & CFO, received 39,616 restricted stock units (RSUs) that converted into common stock on 08/15/2025 and reported as an acquisition (code M). On the same date he disposed of 18,521 shares of common stock at $86.83 per share (code F). The filing discloses that the RSUs were originally granted on 08/15/2023 as 115,474 units vesting in three equal annual installments and include 1,124 dividend equivalent rights. The Form 4 is signed by an attorney-in-fact on behalf of Mr. Schell and reports both non-derivative and derivative-security entries reflecting the vesting conversion and the sale.

Positive

• Conversion of 39,616 RSUs into common stock is disclosed, showing compensation vesting is being executed as scheduled
• Full grant history provided: the filing states the original grant of 115,474 RSUs and vesting schedule, improving transparency

Negative

• Sale of 18,521 shares at $86.83 reduced the reporting person's direct holdings on the reported date

Insights

Financial Analyst

TL;DR: Transactions are a routine RSU vesting conversion plus a partial sale; not immediately material to company operations.

The Form 4 shows a conversion of 39,616 RSUs into common stock and a contemporaneous disposal of 18,521 shares at $86.83. The RSUs trace to an 08/15/2023 grant of 115,474 units vesting in three equal annual tranches, which explains the conversion event. These entries are consistent with standard executive compensation vesting and a partial sale likely tied to liquidity or tax needs. The filing provides explicit counts of securities beneficially owned after each reported transaction line (64,909 and 46,388 shares) and derivative-security detail listing 39,616 underlying shares from the RSUs.

Corporate Governance Expert

TL;DR: Disclosure aligns with Section 16 reporting requirements and documents vesting-driven conversion plus a sale by an officer.

The report identifies Brian N. Schell as an officer (EVP & CFO) and provides transaction codes and counts required by Form 4: an M-coded conversion of RSUs into common stock and an F-coded sale at a specified price of $86.83. The grant terms referenced (115,474 RSUs, three-year vesting) are explicitly stated, supporting transparency on the origin of converted units. Signature by an attorney-in-fact is also disclosed. From a governance perspective, the filing contains the expected detail for routine compensation-related activity.

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)
08/15/2025

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	08/15/2025		M		39,616	A	(1)	64,909	D
Common Stock	08/15/2025		F		18,521	D	$86.83	46,388	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)	08/15/2025		M			39,616	(2)	(2)	Common Stock	39,616	$0	38,491	D

Explanation of Responses:

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

2. On August 15, 2023, the reporting person was granted 115,474 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 1,124 dividend equivalent rights accrued with respect to the underlying restricted stock units.

	Jason White, attorney-in-fact for Brian Schell	08/19/2025
	** 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).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What transactions did Brian N. Schell report on the Form 4 for SSNC?

The filing reports a conversion of 39,616 RSUs into common stock (08/15/2025, code M) and a sale of 18,521 shares at $86.83 (08/15/2025, code F).

How many RSUs were originally granted to the reporting person?

The filing states an original grant of 115,474 restricted stock units on 08/15/2023, vesting in three equal annual installments and including 1,124 dividend equivalent rights.

What ownership levels are shown after the reported transactions?

The Form 4 lists 64,909 shares beneficially owned after one reported transaction line and 46,388 shares after the sale line; Table II also shows 39,616 underlying shares from the RSUs and 38,491 derivative securities beneficially owned following the reported derivative transactions.

What is Brian Schell's role at SS&C Technologies as stated in the filing?

The filing identifies him as an officer with the title EVP & CFO.

Who signed the Form 4 filing on behalf of Brian Schell and when?

The document is signed by Jason White, attorney-in-fact for Brian Schell on 08/19/2025.