Helen Shan - Nov 1, 2024 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Role
EVP, Chief Financial Officer
Signature
/s/ JEFFREY GERSHOWITZ, Attorney in Fact for Helen Shan
Stock symbol
FDS
Transactions as of
Nov 1, 2024
Transactions value $
-$572,582
Form type
4
Date filed
11/4/2024, 06:45 PM
Previous filing
Jun 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FDS Common Stock Award $0 +2.26K +51.79% $0.00 6.61K Nov 1, 2024 Direct F1
transaction FDS Common Stock Tax liability -$573K -1.25K -18.87% $458.80 5.36K Nov 1, 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 Employee Stock Option (right to buy) Award $0 +6.76K $0.00 6.76K Nov 1, 2024 Common Stock 6.76K $458.80 Direct F3
* 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 1, 2024, of performance share units ("PSUs") granted on November 1, 2021. Each PSU converted into 1.275 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2021 and ending August 31, 2024 (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 1, 2024, of PSUs granted on November 1, 2021.
F3 Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.