Key facts
- This page summarizes Jonathan Reeve's Form 4 filing for FACTSET RESEARCH SYSTEMS INC (FDS).
- 8 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 08 May 2023, 18:35.
Jonathan Reeve - 15 Sep 2022 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)
- Reporting relationship
- EVP, Head of CTS
- Issuer ticker
- FDS
- Reported as of
- 15 Sep 2022
- Net transaction value
- -$126,701
- SEC form
- 4
- Accepted by SEC
- 08 May 2023, 18:35:47 UTC
- Prior SEC filing
- 16 Sep 2022
- Next SEC filing
- 03 Nov 2022
- Source filing
- View source filing
- Reporting owner signature
- /s/ RACHEL R. STERN, Attorney in Fact for Jonathan Reeve
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Jonathan Reeve filed Form 4 for FACTSET RESEARCH SYSTEMS INC (FDS) on 08 May 2023.
Change
- Previous filing in this sequence was filed on 16 Sep 2022.
- Current net transaction value: -$126,701.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
FDS
transaction
Common Stock
Other
- Transaction value
- $158
- Shares
- +0
- Change %
- +0.2%
- Price
- $446.67
- Shares after
- 178
- Date
- 15 Sep 2022
- Ownership
- Direct
- Footnotes
- F1
FDS
transaction
Common Stock
Other
- Transaction value
- $159
- Shares
- +0
- Change %
- +0.21%
- Price
- $431.06
- Shares after
- 179
- Date
- 15 Dec 2022
- Ownership
- Direct
- Footnotes
- F1
FDS
transaction
Common Stock
Other
- Transaction value
- $9,231
- Shares
- +26
- Change %
- +15%
- Price
- $352.37
- Shares after
- 205
- Date
- 28 Feb 2023
- Ownership
- Direct
- Footnotes
- F2
FDS
transaction
Common Stock
Other
- Transaction value
- $182
- Shares
- +0
- Change %
- +0.22%
- Price
- $405.20
- Shares after
- 205
- Date
- 16 Mar 2023
- Ownership
- Direct
- Footnotes
- F1
FDS
transaction
Common Stock
Options Exercise
- Transaction value
- $180,518
- Shares
- +670
- Change %
- +327%
- Price
- $269.43
- Shares after
- 875
- Date
- 05 May 2023
- Ownership
- Direct
FDS
transaction
Common Stock
Sale
- Transaction value
- $271,182
- Shares
- -670
- Change %
- -77%
- Price
- $404.75
- Shares after
- 205
- Date
- 05 May 2023
- Ownership
- Direct
- Footnotes
- F3
FDS
transaction
Common Stock
Sale
- Transaction value
- $45,767
- Shares
- -113
- Change %
- -55%
- Price
- $405.24
- Shares after
- 92
- Date
- 05 May 2023
- Ownership
- Direct
- Footnotes
- F4
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
FDS
transaction
Derivative
Non-Qualified Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -670
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 1,340
- Date
- 05 May 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 670
- Exercise price
- $269.43
- Footnotes
- F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.
Footnote F2
Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
Footnote F3
This transaction was executed in multiple trades with sales prices ranging from $404.61 to $404.91. 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.
Footnote F4
This transaction was executed in multiple trades with sales prices ranging from $405.10 to $405.26. 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. This transaction reflects shares sold from the FactSet Research Systems Inc. Employee Stock Purchase Plan. Fractional shares were paid in cash upon settlement.
Footnote F5
Options were granted on May 1, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.