Katherine M. Stepp - Nov 1, 2022 Form 4 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
Stock symbol
FDS
Transactions as of
Nov 1, 2022
Transactions value $
-$111,678
Form type
4
Date filed
11/3/2022, 06:41 PM
Previous filing
Sep 7, 2022
Next filing
Apr 4, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FDS Common Stock Award $0 +495 +96.1% $0.00 1.01K Nov 1, 2022 Direct F1
transaction FDS Common Stock Tax liability -$100K -235 -23.27% $426.25 775 Nov 1, 2022 Direct F2
transaction FDS Common Stock Tax liability -$11.5K -27 -3.48% $426.25 748 Nov 1, 2022 Direct F3

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 FDS Employee Stock Option (right to buy) Award $0 +2.39K $0.00 2.39K Nov 1, 2022 Common Stock 2.39K $426.25 Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.
F2 Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.
F3 Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on November 1, 2018, which was previously reported. The restricted stock units vest 20% annually on the anniversary date of the grant and are fully vested after five years.
F4 Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.