N. Schell - 15 Aug 2025 Form 4 Insider Report for SS&C Technologies Holdings Inc (SSNC)

Role
EVP & CFO
Signature
Jason White, attorney-in-fact for Brian Schell
Issuer symbol
SSNC
Transactions as of
15 Aug 2025
Transactions value $
-$1,608,178
Form type
4
Date filed
19 Aug 2025, 16:42
Previous filing
25 Feb 2025
SEC
View on sec.gov

Reporting Owners (1)

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 Schell 2025-08-19 0001537240

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SSNC Common Stock Options Exercise +39.6K +156.63% 64.9K 15 Aug 2025 Direct F1
transaction SSNC Common Stock Tax liability -$1.61M -18.5K -28.53% $86.83 46.4K 15 Aug 2025 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 -39.6K -50.72% $0.00 38.5K 15 Aug 2025 Common Stock 39.6K 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 1,124 dividend equivalent rights accrued with respect to the underlying restricted stock units.