Key facts
- This page summarizes Brian N. Schell's Form 4 filing for SS&C Technologies Holdings Inc (SSNC).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 19 Aug 2024, 18:53.
Brian N. Schell - 15 Aug 2024 Form 4 Insider Report for SS&C Technologies Holdings Inc (SSNC)
- Reporting relationship
- EVP & CFO
- Issuer ticker
- SSNC
- Reported as of
- 15 Aug 2024
- Net transaction value
- -$1,263,163
- SEC form
- 4
- Accepted by SEC
- 19 Aug 2024, 18:53:07 UTC
- Prior SEC filing
- 26 Feb 2024
- Next SEC filing
- 19 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- Jason White, attorney-in-fact for Brian Schell
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Brian N. Schell filed Form 4 for SS&C Technologies Holdings Inc (SSNC) on 19 Aug 2024.
Change
- Previous filing in this sequence was filed on 26 Feb 2024.
- Current net transaction value: -$1,263,163.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
SSNC
transaction
Common Stock
Options Exercise
- Transaction value
- Shares
- +39,114
- Change %
- Price
- Shares after
- 39,114
- Date
- 15 Aug 2024
- Ownership
- Direct
- Footnotes
- F1
SSNC
transaction
Common Stock
Tax liability
- Transaction value
- $1,263,163
- Shares
- -17,447
- Change %
- -45%
- Price
- $72.40
- Shares after
- 21,667
- Date
- 15 Aug 2024
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
SSNC
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -39,114
- Change %
- -34%
- Price
- $0.000000
- Shares after
- 76,983
- Date
- 15 Aug 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 39,114
- Exercise price
- Footnotes
- F1, F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Restricted stock units convert into common stock on a one-for-one basis.
Footnote F2
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 623 dividend equivalent rights accrued with respect to the underlying restricted stock units.