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

Role
EVP, Chief Revenue Officer
Signature
/s/ RACHEL R. STERN, Attorney in Fact for Helen Shan
Stock symbol
FDS
Transactions as of
Nov 9, 2023
Transactions value $
-$733,828
Form type
4
Date filed
11/13/2023, 04:27 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 +3.31K +205.72% $0.00 4.91K Nov 9, 2023 Direct F1
transaction FDS Common Stock Tax liability -$734K -1.64K -33.3% $448.55 3.28K Nov 9, 2023 Direct F2
* 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.