Christopher R. Ellis - 09 Nov 2023 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Role
EVP, Initiatives & P'ships
Signature
/s/ RACHEL R. STERN, Attorney in Fact for Christopher R. Ellis
Issuer symbol
FDS
Transactions as of
09 Nov 2023
Transactions value $
-$172,692
Form type
4
Filing time
13 Nov 2023, 16:08:46
Previous filing
03 Nov 2023
Next filing
21 Dec 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 Award $0 +1.23K +5.43% $0.00 23.8K 09 Nov 2023 Direct F1
transaction FDS Common Stock Tax liability -$173K -385 -1.62% $448.55 23.4K 09 Nov 2023 Direct F2
holding FDS Common Stock 450 09 Nov 2023 By Spouse
* 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 9, 2023, of performance share units ("PSUs") granted on November 9, 2020. Each PSU converted into 1.5 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2020 and ending August 31, 2023 (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 9, 2023, of PSUs granted on November 9, 2020.