Goran Skoko - 09 Nov 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
Issuer symbol: FDS
Transactions as of: 09 Nov 2023
Net transactions value: -$1,436,881
Form type: 4
Filing time: 13 Nov 2023, 16:19:10 UTC
Previous filing: 03 Nov 2023
Next filing: 06 May 2024
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	+1,714	+39%	$0.000000	6,137	09 Nov 2023	Direct	F1
transaction	FDS	Common Stock	Tax liability	$392,481	-875	-14%	$448.55	5,262	09 Nov 2023	Direct	F2
transaction	FDS	Common Stock	Options Exercise	$532,980	+3,500	+67%	$152.28	8,762	13 Nov 2023	Direct
transaction	FDS	Common Stock	Sale	$1,577,380	-3,500	-40%	$450.68	5,262	13 Nov 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	-3,500	-46%	$0.000000	4,106	13 Nov 2023	Common Stock	3,500	$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.