Katherine M. Stepp - 01 Sep 2022 Form 3 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Role
Chief Technology Officer (CTO)
Signature
/s/ RACHEL R. STERN, Attorney in Fact for Katherine M. Stepp
Issuer symbol
FDS
Transactions as of
01 Sep 2022
Net transactions value
$0
Form type
3
Filing time
07 Sep 2022, 17:02:23 UTC
Next filing
03 Nov 2022
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding FDS Common Stock 515 01 Sep 2022 Direct F1

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
holding FDS Employee Stock Option (right to buy) 01 Sep 2022 Common Stock 1,805 $152.10 Direct F2
holding FDS Employee Stock Option (right to buy) 01 Sep 2022 Common Stock 1,014 $152.28 Direct F3
holding FDS Employee Stock Option (right to buy) 01 Sep 2022 Common Stock 1,057 $189.98 Direct F4
holding FDS Employee Stock Option (right to buy) 01 Sep 2022 Common Stock 1,973 $221.88 Direct F5
holding FDS Employee Stock Option (right to buy) 01 Sep 2022 Common Stock 1,579 $255.87 Direct F6
holding FDS Employee Stock Option (right to buy) 01 Sep 2022 Common Stock 1,279 $316.71 Direct F7
holding FDS Employee Stock Option (right to buy) 01 Sep 2022 Common Stock 1,026 $434.82 Direct F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes 114 unvested restricted stock units from a grant made on November 1, 2018 that vests ratably at 20% per year over five years upon the anniversary of the date of grant and 74.1019 shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan.
F2 Options were granted on May 16, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F3 Options were granted on November 1, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F4 Options were granted on November 2, 2017 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F5 Options were granted on November 1, 2018 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F6 Options were granted on November 1, 2019 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F7 Options were granted on November 9, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F8 Options were granted on November 1, 2021 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.