N. Schell - Aug 15, 2024 Form 4 Insider Report for SS&C Technologies Holdings Inc (SSNC)

Role
EVP & CFO
Signature
Jason White, attorney-in-fact for Brian Schell
Stock symbol
SSNC
Transactions as of
Aug 15, 2024
Transactions value $
-$1,263,163
Form type
4
Date filed
8/19/2024, 06:53 PM
Previous filing
Feb 26, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SSNC Common Stock Options Exercise +39.1K 39.1K Aug 15, 2024 Direct F1
transaction SSNC Common Stock Tax liability -$1.26M -17.4K -44.61% $72.40 21.7K Aug 15, 2024 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SSNC Restricted Stock Units Options Exercise $0 -39.1K -33.69% $0.00 77K Aug 15, 2024 Common Stock 39.1K Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Restricted stock units convert into common stock on a one-for-one basis.
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.