| 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 |
| 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 |
| 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 |
| 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. |