Brian N. Schell - 22 Feb 2025 Form 4 Insider Report for SS&C Technologies Holdings Inc (SSNC)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
25 Feb 2025, 20:43:13 UTC
Prior SEC filing
19 Feb 2025
Next SEC filing
19 Aug 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Jason White, attorney-in-fact for Brian N. Schell

Key filing fact

Brian N. Schell filed Form 4 for SS&C Technologies Holdings Inc (SSNC) on 25 Feb 2025.

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: 25 Feb 2025, 20:43.

Change

  • Previous filing in this sequence was filed on 19 Feb 2025.
  • Current net transaction value: -$142,912.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SSNC transaction

Common Stock

Options Exercise

Transaction value
Shares
+5,239
Change %
+24%
Price
Shares after
26,906
Date
24 Feb 2025
Ownership
Direct
Footnotes
F1
SSNC transaction

Common Stock

Tax liability

Transaction value
$142,912
Shares
-1,613
Change %
-6%
Price
$88.60
Shares after
25,293
Date
24 Feb 2025
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
-5,239
Change %
-34%
Price
$0.000000
Shares after
10,330
Date
22 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
5,239
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 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 column 5 and 7 include 74 dividend equivalent rights accrued with respect to the underlying restricted stock units.

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