Helen L. Shan - 03 May 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
Issuer symbol
FDS
Transactions as of
03 May 2024
Net transactions value
-$311,766
Form type
4
Filing time
06 May 2024, 16:13:44 UTC
Previous filing
13 Nov 2023
Next filing
03 Jun 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 Options Exercise $0 +1,807 +55% $0.000000 5,084 03 May 2024 Direct F1
transaction FDS Common Stock Tax liability $311,766 -728 -14% $428.25 4,356 03 May 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 -1,807 -100% $0.000000* 0 03 May 2024 Common Stock 1,807 $0.000000 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.