{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-24-057140","form_type":"8-K","ticker":"SSNC","cik":"0001402436","company_name":"SS&C Technologies Holdings Inc","filed_at":"2024-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:18.259515+00:00","generated_at":"2026-06-02T05:19:43.499170+00:00","sec_items":["1.01","2.03","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"SS&C issues $750M 6.500% notes due 2032, borrows $3.935B term loans to refinance existing debt","bullets":["Issued $750M of 6.500% Senior Notes due 2032 at 100% of face value.","Borrowed $3,935M incremental term B-8 loans under amended credit agreement.","Term B-8 loans mature May 9, 2031; interest at Base+1.00% or Term SOFR+2.00%.","Proceeds used to repay all amounts outstanding under term B-3 through B-7 loans.","Notes guaranteed by Parent and existing domestic restricted subsidiaries; senior unsecured."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-24-057140","json":"https://secwatch.observer/filing/0000950170-24-057140.json","markdown":"https://secwatch.observer/filing/0000950170-24-057140.md","text":"https://secwatch.observer/filing/0000950170-24-057140.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1402436/000095017024057140/0000950170-24-057140-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1402436/000095017024057140/ssnc-20240509.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T05:19:43.499170+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"cc929209a41c1837d7c0adc0cda08669dc3f8b19","claim":"SS&C Technologies Holdings Inc incurred senior notes of $750 million aggregate principal amount with Wilmington Trust, National Association at 6.500% per annum maturing June 1, 2032.","evidence_excerpt":"Notes due 2032 (the “Notes”), at a price equal to 100% of their face value, pursuant to an indenture, dated as of May 9, 2024 (the “Indenture”), among the Issuer, the Parent, the other guarantors party thereto (together with the Parent, the “Guarantors”) and Wilmington Trust, National Association, as trustee. The Notes were offered and sold in a private placement sale in the United States to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and to certain non-U.S.","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1402436/000095017024057140/0000950170-24-057140-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"senior notes"},{"label":"Principal","value":"$750 million aggregate principal amount"},{"label":"Counterparty","value":"Wilmington Trust, National Association"},{"label":"Rate","value":"6.500% per annum"},{"label":"Maturity","value":"June 1, 2032"},{"label":"Event","value":"incurrence"}],"fact_type":"debt_financing"},{"claim_id":"4a8823b04a4ebc714de98b1d27e7cad3a92cd4fe","claim":"SS&C Technologies Holdings Inc entered into Incremental Joinder & First Amendment to Credit Agreement with Morgan Stanley Senior Funding, Inc. (effective 2024-05-09).","evidence_excerpt":"On May 9, 2024, SS&C Technologies, Inc. (the “Term B-8 Borrower”) entered into the Incremental Joinder & First Amendment to Credit Agreement (the “Amendment”), which amends its existing amended and restated credit agreement, dated as of April 16, 2018 (as amended, restated, amended and restated, supplemented or otherwise modified from time to time, the “Credit Agreement”), by and among the Term B-8 Borrower, SS&C Financing LLC, SS&C European Holdings SARL and SS&C Technologies Holdings Europe SARL, as the borrowers, Morgan Stanley Senior Funding, Inc., as the administrative agent, certain lenders party thereto and the other parties from time to time party thereto.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1402436/000095017024057140/0000950170-24-057140-index.htm","confidence":0.95,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"credit facility"},{"label":"Counterparty","value":"Morgan Stanley Senior Funding, Inc."},{"label":"Effective","value":"2024-05-09"}],"fact_type":"material_agreement"},{"claim_id":"523b344ef5210a83a963a32de88d47d437243c24","claim":"SS&C Technologies Holdings Inc entered into Indenture with Wilmington Trust, National Association valued at $750 million aggregate principal amount (effective 2024-05-09).","evidence_excerpt":"On May 9, 2024, SS&C Technologies, Inc. (the “Issuer”), a direct, wholly-owned subsidiary of SS&C Technologies Holdings, Inc. (the “Parent”), issued $750 million aggregate principal amount of 6.500% Senior Notes due 2032 (the “Notes”), at a price equal to 100% of their face value, pursuant to an indenture, dated as of May 9, 2024 (the “Indenture”), among the Issuer, the Parent, the other guarantors party thereto (together with the Parent, the “Guarantors”) and Wilmington Trust, National Association, as trustee.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1402436/000095017024057140/0000950170-24-057140-index.htm","confidence":0.99,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"notes offering"},{"label":"Counterparty","value":"Wilmington Trust, National Association"},{"label":"Value","value":"$750 million aggregate principal amount"},{"label":"Effective","value":"2024-05-09"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}