Helen Shan - May 3, 2024 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Role
EVP, Chief Revenue Officer
Signature
/s/ JEFFREY GERSHOWITZ, Attorney in Fact for Helen Shan
Stock symbol
FDS
Transactions as of
May 3, 2024
Transactions value $
-$311,766
Form type
4
Date filed
5/6/2024, 04:13 PM
Previous filing
Nov 13, 2023
Next filing
Jun 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FDS Common Stock Options Exercise $0 +1.81K +55.14% $0.00 5.08K May 3, 2024 Direct F1
transaction FDS Common Stock Tax liability -$312K -728 -14.32% $428.25 4.36K May 3, 2024 Direct F2

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 Restricted Stock Unit Options Exercise $0 -1.81K -100% $0.00* 0 May 3, 2024 Common Stock 1.81K $0.00 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 A restricted stock unit ("RSU") represents a contingent right to receive one share of FactSet Common Stock upon settlement for no consideration. These RSUs vested 100% on May 3, 2024, the third anniversary of the May 3, 2021 grant date.
F2 Represents the number of shares withheld to cover the cost of taxes upon vesting of RSUs granted on May 3, 2021.