Goran Skoko - Nov 9, 2023 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Role
EVP, Dealmakers & Wealth
Signature
/s/ RACHEL R. STERN, Attorney in Fact for Goran Skoko
Stock symbol
FDS
Transactions as of
Nov 9, 2023
Transactions value $
-$1,436,881
Form type
4
Date filed
11/13/2023, 04:19 PM
Previous filing
Nov 3, 2023
Next filing
May 6, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FDS Common Stock Award $0 +1.71K +38.75% $0.00 6.14K Nov 9, 2023 Direct F1
transaction FDS Common Stock Tax liability -$392K -875 -14.26% $448.55 5.26K Nov 9, 2023 Direct F2
transaction FDS Common Stock Options Exercise $533K +3.5K +66.51% $152.28 8.76K Nov 13, 2023 Direct
transaction FDS Common Stock Sale -$1.58M -3.5K -39.94% $450.68 5.26K Nov 13, 2023 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) Options Exercise $0 -3.5K -46.02% $0.00 4.11K Nov 13, 2023 Common Stock 3.5K $152.28 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 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.
F3 This transaction was executed in multiple trades with sales prices ranging from $450.53 to $451.36. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F4 Options granted on November 1, 2016 vest 20% annually on the anniversary date of grant and are fully vested after five years.