Katherine M. Stepp - 01 Nov 2023 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
Issuer symbol
FDS
Transactions as of
01 Nov 2023
Net transactions value
-$11,787
Form type
4
Filing time
03 Nov 2023, 20:06:38 UTC
Previous filing
02 Oct 2023
Next filing
13 Nov 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FDS Common Stock Tax liability $11,787 -27 -6% $436.57 425 01 Nov 2023 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
transaction FDS Employee Stock Option (right to buy) Award $0 +3,017 $0.000000 3,017 01 Nov 2023 Common Stock 3,017 $436.57 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2018, which was previously reported. The restricted stock vests 20% annually on the anniversary date of the grant and is fully vested after five years.
F2 Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.