SSNC 8-K: Material agreement

Filed with the SEC on · accession 0001193125-26-452749

SSNC filed a 8-K (current report) with the SEC on Nov 9, 2026. SS&C Technologies completed an upsized private offering of $1.2 billion in 2.75% convertible senior notes due 2031, including the full exercise of the initial purchasers' option for an additional $150 million. The stock moved +0.2% by the first close after the filing.

Summary of the filing

SS&C Technologies completed an upsized private offering of $1.2 billion in 2.75% convertible senior notes due 2031, including the full exercise of the initial purchasers' option for an additional $150 million. The notes are senior unsecured obligations guaranteed by certain subsidiaries and have an initial conversion price of approximately $99.46 per share, a 25% premium to the November 4 closing price.

Key details

Aggregate principal amount of convertible senior notes offered$1.2B
Additional notes from exercise of initial purchasers' option$150.0M
Initial conversion price per share$99
Last reported sale price per share on November 4, 2026$80
IssuerSS&C Technologies Holdings, Inc.
Guarantor subsidiarySS&C Technologies, Inc.
TrusteeWilmington Trust, National Association

How SSNC stock reacted

Close before

$77.71

Nov 6, 2026

First close after

+0.23%

$77.89

5 trading days

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Since filing

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Frequently asked questions

What did SSNC file with the SEC on Nov 9, 2026?

SSNC filed a 8-K (Material agreement). SS&C Technologies completed an upsized private offering of $1.2 billion in 2.75% convertible senior notes due 2031, including the full exercise of the initial purchasers' option for an additional $150 million. The notes are senior unsecured obligations guaranteed by certain subsidiaries and have an initial conversion price of approximately $99.46 per share, a 25% premium to the November 4 closing price.

What does a material agreement mean for SSNC stock?

A contract important enough that investors need to know about it — a big customer contract, a loan, a merger agreement or a partnership.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

How did SSNC stock react to this filing?

SSNC closed at $77.71 before the filing and $77.89 on Nov 9, 2026 (+0.23%).

Other SSNC SEC filings

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